Global inflation questions, higher bond yields and mixed growth signals are pushing investors to look for themes with clear, long term drivers. Artificial intelligence sits at the center of that search. It touches semiconductors, cloud, software and large language models like ChatGPT, and it links directly to the semiconductor and digital demand cycles that many traders are watching. This AI Stocks screener narrows that wide field to companies directly tied to the ChatGPT and AI build out. In this article you will see three of the strongest candidates from the screener and why each stock may merit a closer look.

Meta Platforms (META)

Overview: Meta Platforms runs some of the world’s largest social and messaging services, including Facebook, Instagram, WhatsApp, Messenger, Threads and Meta AI. It is expanding into virtual and augmented reality through Meta Quest headsets and AI glasses. The company uses its large user base and data to sell targeted advertising and is now investing heavily in artificial intelligence infrastructure and devices.

Market Cap: US$1.37t

Meta Platforms sits at the center of consumer attention and AI infrastructure, with its Family of Apps reaching billions of users and supporting a large, cash generative advertising engine. The stock currently screens as priced below one estimate of fair value. Forecasts point to double digit revenue and earnings growth and high returns on equity. At the same time, heavy AI and data center spending, Reality Labs losses and elevated external borrowing raise questions about future returns on this capital. In addition, intensifying global youth safety and antitrust scrutiny contribute to regulatory and execution risks that investors may wish to weigh carefully when assessing the potential impact of the company’s AI investments.

Meta Platforms’ significant investment in AI and data center infrastructure could prove to be a strategic strength or a costly detour. Get the full context in the DCF valuation analysis for Meta Platforms and see what the current price might be missing.

Allegro MicroSystems (ALGM)

Overview: Allegro MicroSystems designs and manufactures sensor and power integrated circuits that help control motion, manage power and improve efficiency in systems such as electric vehicles, industrial robots and AI data center equipment. Its chips are used by automotive and industrial customers worldwide for applications like position and current sensing, motor control and power conversion.

Market Cap: US$7.72b

Allegro MicroSystems provides exposure to trends in electrification, industrial automation and AI data centers, with Q1 fiscal 2027 sales of US$259.24m and data center revenue at 17% of total sales. The company has moved from a loss to a profit, and analysts expect earnings and revenue growth, supported by increasing semiconductor content in electric vehicles, robotics and energy infrastructure. At the same time, the stock trades at a premium to some peers, relies heavily on automotive demand and faces pricing pressure and rising competition in China under a relatively new leadership team. How effectively these execution and competitive risks are managed could be important to how Allegro’s AI-linked growth story is viewed in the market.

Allegro MicroSystems sits where electrification, robotics and AI data centers meet. Yet the real story may be how future earnings shape that premium pricing. Get the full analyst forecasts for Allegro MicroSystems to see what the market might be underpricing.

Fortinet (FTNT)

Overview: Fortinet provides cybersecurity hardware, software and cloud services that help companies secure their networks, data centers, remote workers and cloud workloads, with a particular focus on tying networking and security together in a single platform. Its product set spans firewalls, secure access, AI-driven security operations and threat intelligence, all built around its FortiOS operating system and proprietary security chips.

Market Cap: US$113.18b

Fortinet stands out in the AI stocks screener because it combines high quality earnings with a long record of GAAP profitability and strong operating margins, supported by proprietary ASIC hardware and an integrated security platform that appeals to large enterprises. Recent quarters have included revenue and billings beats, higher full year guidance and new AI driven products like FortiSOC and FortiGate G series appliances that tie into growing demand for secure AI workloads. The trade off is valuation, with the stock trading above some fair value estimates and carrying funding risk due to reliance on external borrowing, along with reputational risk from past product vulnerabilities. For investors looking at AI infrastructure, the real question is how much that efficiency and platform strength is worth versus these risks and the current price.

Fortinet’s GAAP profitability and AI security platform story may be only half the picture. See how the market is pricing that strength in the DCF valuation analysis for Fortinet and what one crucial risk factor could change the script.

The three AI stocks in this article are only a starting point, with the full Artificial Intelligence/ AI Stocks screener uncovering 203 more companies that each carry their own potential ChatGPT and AI stories. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter most to you so you can focus on the AI opportunities that best fit your own view and approach.

Take Control of Your Investment Journey

If Allegro MicroSystems or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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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.