Artificial intelligence is reshaping how companies produce, distribute and monetize data and computing power, and that shift is now a core theme for many portfolios. With global growth expectations steady but uneven, central banks debating their next moves, and energy and inflation trends in focus, investors are paying close attention to businesses tied directly to the ChatGPT and AI build out, from semiconductors and cloud to software and LLMs. This AI stocks screener is designed to surface companies at the heart of that trend. In this article, you will see 3 stocks from the screener that many investors are watching closely.

Tenable Holdings (TENB)

Overview: Tenable Holdings is a cybersecurity company that helps organizations find and fix weaknesses across their IT, cloud, identity, operational technology and AI systems before attackers can exploit them. Its platforms, including Tenable One and Tenable AI Exposure, give security teams a single view of their risk so they can prioritize the most important issues.

Operations: Tenable generates all of its approximately US$1.0b in revenue from security software and services, with the United States contributing about US$539.2m and the rest split across Europe, the Middle East and Africa, Asia Pacific, and other Americas markets.

Market Cap: US$4.5b

Tenable Holdings stands out in AI linked cybersecurity because it focuses on exposure management across cloud, identity, OT and AI workloads, an area large enterprises and US federal agencies are paying close attention to after recent authorizations and partnerships. The company has a history of losses, carries higher risk funding via external borrowings, and trades on valuation metrics that assume solid execution.

Tenable is trying to sit at the crossroads of AI and cybersecurity, but the real story may be how its risk profile stacks up against its valuation assumptions. It is worth scanning the 3 key rewards and funding pressures in the 3 key rewards and 0 important warning sign

Figma (FIG)

Overview: Figma is a San Francisco based software company that offers a browser based platform where teams design, prototype and collaborate on digital products, using tools like Figma Design, FigJam, Slides and a growing suite of AI powered features such as Make and Weave.

Operations: Figma generates about US$1.2b in revenue from internet software and services, with roughly US$621.9m from international customers and US$539.1m from the United States.

Market Cap: US$11.7b

Figma stands out because it sits at the center of how product and design teams actually work, with around 95% of Fortune 500 companies using its platform and AI tools like Make and Weave increasingly woven into everyday workflows. Revenue growth of 41.4% over the past year and raised 2026 guidance show healthy top line momentum, but the company is still reporting losses, including a US$142.4m loss in Q1 2026, and is not forecast to be profitable over the next 3 years. With a relatively high P/S multiple, heavy ongoing investment and reliance on external borrowing, the focus for investors is on whether the AI led ecosystem justifies that risk profile and valuation over time.

Figma’s 41.4% revenue growth, its reach into the Fortune 500, and its newly issued 2026 guidance raise a big question: is the risk of continued losses already baked in, or is there a twist that the analyst forecasts for Figma will reveal?

CrowdStrike Holdings (CRWD)

Overview: CrowdStrike Holdings is a cybersecurity company that delivers its Falcon platform as a cloud based subscription, helping organizations protect endpoints, identities, data and AI workloads while monitoring threats in real time. It focuses on unifying security operations, threat intelligence and AI powered automation so customers can manage attacks and incidents from one place.

Operations: CrowdStrike generates about US$5.1b in revenue from security software and services, with around US$3.4b from the United States and the rest from Europe, the Middle East and Africa, Asia Pacific and other markets.

Market Cap: US$198.2b

CrowdStrike stands out in AI security because Falcon Flex subscriptions, AI tools like Charlotte and Falcon AI Detection and Response, and partnerships with AWS, Cognizant and leading AI platforms tie its growth directly to how enterprises secure new AI workloads. Earnings and revenue have grown strongly, analysts expect further margin improvement, and recent recognition for cloud and runtime security plus expanding MSSP alliances suggest its technology is becoming embedded with large customers. At the same time, the stock trades at a very expensive valuation, insiders have been selling, and the company is still moving toward consistent profitability, so investors need to weigh rich expectations against execution risks and high CEO pay that may signal pressure to keep growth running hot.

CrowdStrike’s rich valuation and strong AI story raise a simple question: are expectations running ahead of the fundamentals or still underappreciating what comes next in the analysis report for CrowdStrike Holdings?

The three AI focused stocks in this list are only a small sample of what is happening around ChatGPT, chips, cloud and software. The full Artificial Intelligence/ AI Stocks screener surfaces 656 more companies with equally compelling narratives across the AI build out. Identify and analyze the specific catalysts that matter to you, from semiconductors and LLMs to data center and security plays, by using Simply Wall St to filter for the themes, risk profiles and growth stories that best match your highest conviction ideas.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.