Artificial intelligence is touching everything from chips to cloud to consumer apps, and recent IMF and central bank updates show that AI related investment is now a key piece of the global story. With policy paths uncertain and inflation data in focus, many investors are looking for companies that sit at the heart of the ChatGPT and AI build out rather than trying to time interest rate moves. This AI Stocks screener focuses on businesses tied directly to semiconductors, software, LLMs and cloud, and this article highlights 3 of the strongest looking stocks from that universe for further research.

Tenable Holdings (TENB)

Overview: Tenable Holdings provides cyber exposure management software that helps organizations spot, measure and reduce security vulnerabilities across cloud, AI workloads, identities, operational technology and traditional IT systems. Its platforms, including Tenable AI Exposure and Tenable One, aim to give security teams a single view of risk so they can prioritize and fix the most important weaknesses before they are exploited.

Operations: Tenable generates about US$1.0b in revenue, almost entirely from Security Software & Services, with the United States contributing roughly US$539.2m and the rest spread across Europe, the Middle East and Africa, Asia Pacific and other Americas regions.

Market Cap: US$4.5b

Investors watching AI infrastructure and cybersecurity may keep Tenable Holdings on their radar because it sits where AI driven threats, cloud security and exposure management intersect. The company is promoting AI powered tools such as Tenable Hexa AI and partnerships with OpenAI and Anthropic. Recent FedRAMP High and Impact Level 5 approvals also provide access to more sensitive government workloads. Analysts expect earnings to move from a loss to profitability within 3 years. This outlook depends on continued spending shifts toward proactive exposure management and sustained R&D investment that could affect margins. With differing opinions on growth, billing patterns and valuation, an important consideration is whether current expectations fully reflect what Tenable’s AI heavy platform could mean for future cash flows and its overall risk profile.

Tenable’s AI exposure story is accelerating, but the real question is whether the current price fully reflects it. Compare expectations with the analyst forecasts for Tenable Holdings and see what the market might be missing.

Figma (FIG)

Overview: Figma provides a browser based design and collaboration platform that lets product, marketing and web teams create, prototype and ship digital experiences together in real time, with tools spanning design, whiteboarding, presentations, websites and AI driven content creation.

Operations: Figma generates about US$1.2b in revenue from Internet Software & Services, with roughly US$539.1m from the United States and US$621.9m from international customers.

Market Cap: US$11.7b

Figma stands out in AI linked software because it already sits at the center of how many enterprises design products, with around 95% of Fortune 500 companies using Figma Design and over 13m active users feeding into newer tools like Make, Weave, Buzz and Sites. Revenue growth of 41.4% and very high gross margins show commercial traction, yet the company is still loss making and not projected to be profitable within 3 years. This raises questions about how long AI and product expansion can be funded. With a P/S that is high relative to the wider software sector but lower than some peers, plus mixed but generally constructive analyst views around the Config 2026 AI launches, the key question is whether current pricing reflects the balance of strength and risk in Figma’s AI centric workflow story.

Figma’s 41.4% revenue growth and high gross margins suggest its AI centric workflow story might be bigger than the market is pricing in, but the real tension sits inside the analyst forecasts for Figma

CrowdStrike Holdings (CRWD)

Overview: CrowdStrike Holdings provides a cloud delivered cybersecurity platform that protects endpoints, cloud workloads, identities and data for enterprises using a subscription based model, increasingly embedding AI to detect and respond to threats in real time and secure generative AI workloads.

Operations: CrowdStrike generates about US$5.1b in revenue, almost entirely from Security Software & Services, with the United States contributing roughly US$3.4b and the rest coming from Europe, the Middle East and Africa, Asia Pacific and other regions.

Market Cap: US$198.2b

CrowdStrike Holdings sits at the intersection of AI security and cloud, with its Falcon platform, Falcon Flex subscriptions and AI tools like Charlotte and AIDR helping customers secure everything from laptops to AI agents across partners such as AWS, Databricks and major cloud providers. Forecast revenue and earnings growth are described as strong, and recent recognition in areas like Next Gen SIEM, identity security and zero trust browser security suggests the company is gaining influence in how enterprises run AI safely. At the same time, the stock trades on a rich valuation, insiders have been selling and the business is still working toward sustained profitability, so the key question for investors is whether current expectations already price in the AI security opportunity or leave meaningful upside if execution stays on track.

CrowdStrike’s AI security story is accelerating, yet the full picture on growth expectations and risk is not obvious at a glance. Zoom in on the analyst forecasts for CrowdStrike Holdings to see what could shift the story next.

The 3 stocks in this article are only a starting point. The full Artificial Intelligence/ AI Stocks screener surfaces more than 200 additional companies that pair AI exposure with specific business stories worth a closer look. Use Simply Wall St to identify, filter and analyze those AI catalysts, from chips to cloud to LLMs, so you can focus on the highest conviction opportunities that truly fit your thesis.

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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.