Prologis (PLD) scored 0/100 on the BATS AI scale in its Q2 2026 call, with management focusing on logistics leasing, data centers, and power growth while making no mention of AI or related transformation initiatives.
Intuitive Surgical (ISRG) earned a low 22/100 BATS score in its Q2 2026 call, with AI treated as a light supporting capability rather than a core strategy, mainly via case insights in My Intuitive+ amid a robotics-focused update.
U.S. Bancorp posted a low BATS score of 8/100 on its Q2 2026 call, with AI raised only in passing on data-center loan exposure while management stressed broad-based demand and offered no first-party AI strategy.
State Street Corporation earned a BATS score of 79/100 as management made AI-enabled transformation a core strategic pillar, embedding agentic workflows to target roughly $1B in run-rate benefits by 2029 and 30–40% developer productivity gains.
Citizens Financial Group posted a BATS score of 34/100, with AI still early-stage inside its Reimagine the Bank program and framed mainly as an efficiency and productivity lever rather than a core transformation pillar.
Johnson & Johnson earned a 16/100 BATS score in its Q2 2026 call, reflecting only light AI mentions as MedTech product features in imaging and robotics rather than any core enterprise AI strategy.
Morgan Stanley posted a 41/100 BATS score on its July 2026 call, framing AI mainly as a defining macro theme and multi-year CapEx financing supercycle while internal productivity gains remain early-stage.
BlackRock posted a BATS score of 42/100 on its Q2 2026 call, treating AI mainly as a market megatrend and Aladdin analytics enhancer within its public-private platform rather than a core strategic pillar.
The Bank of New York Mellon Corporation earned a BATS score of 63/100, with the standout that engineers now write roughly 40% of software using AI as the firm culturally embeds AI to drive capacity, productivity, and long-term differentiation.
The PNC Financial Services Group earned a BATS score of 14/100 as management downplayed AI as a marginal macro factor and stressed core franchise execution, broad C&I growth, and 25% EPS gains over any AI-driven agenda.
M&T Bank Corporation earned a low BATS score of 15/100, with its earnings call focused on traditional credit, deposits and NII while AI appeared only in a brief analyst question and no strategic transformation plans.
J.B. Hunt Transport Services (JBHT) posted a BATS score of 2/100 on its Q2 2026 call, with zero AI discussion as management stressed cost discipline, capacity, and only generic technology automation rather than any AI strategy.