Artificial intelligence is moving from buzzword to real-world tools, touching everything from chips and cloud infrastructure to large language models like ChatGPT. With inflation mixed but broadly softening in several major economies and interest rate expectations still uncertain, many investors are looking at AI stocks as a way to focus on long term structural change rather than short term macro headlines. This AI Stocks screener zeroes in on companies directly tied to that shift, across semiconductors, software, LLMs and cloud. In this article, you will see three of the most compelling stocks from that screener.

Samsara (IOT)

Overview: Samsara connects trucks, equipment, and worksites to the cloud, using its Internet of Things hardware and software platform to pull real time data from cameras, sensors, and vehicles so customers can improve safety, efficiency, and asset tracking. Its tools are used across sectors like transportation, construction, logistics, utilities, and public services to monitor fleets, prevent accidents, and cut operational losses.

Operations: Samsara generates about US$1.73b from Software & Programming, with around US$1.48b of revenue from the United States and roughly US$255.6m from other regions.

Market Cap: US$22.33b

Samsara attracts attention because it is tying AI directly to real world cost savings, with its connected operations platform feeding on trillions of data points and recurring revenue tied to long term customer contracts. The company has recently turned profitable, and guidance points to ongoing revenue growth. New AI products such as Agent Studio and AI powered safety tools aim to deepen its data moat and customer lock in. At the same time, the stock trades above some fair value estimates and there has been insider selling, so investors are weighing reported fundamentals and product momentum against valuation considerations and competition in fleet and asset management AI.

Samsara’s AI fueled, real world data engine and recurring revenue model are getting plenty of attention, but the real story sits in how expectations line up with the underlying business, starting with the analysis report for Samsara

Oracle (ORCL)

Overview: Oracle is a long established enterprise software and cloud company that helps businesses, governments, and institutions run core functions like finance, HR, supply chains, healthcare systems, and databases, increasingly through its Oracle Cloud Infrastructure platform that also supports AI workloads and large language models.

Operations: Oracle generates about US$58.53b from cloud and software, US$5.74b from services, and US$3.08b from hardware, with roughly US$39.84b of revenue coming from the United States and about US$27.52b from Japan, Germany, the United Kingdom, and other countries combined.

Market Cap: US$364.12b

Oracle is drawing interest because it combines a large AI infrastructure backlog and close ties to OpenAI with what some see as a discounted stock price based on cash flow estimates and P/E relative to peers. Strong recent earnings and revenue growth, high reported margins, and a high ROE sit alongside heavy debt, negative free cash flow concerns, and a sizable funding plan for data center expansion. In addition, customer and backlog concentration around OpenAI and lower board independence introduce governance and execution risk. For investors, the key issue is how that mix of AI driven growth potential and balance sheet pressure compares when viewed through the full analysis, including valuation work, growth forecasts, and risk checks that go beyond the headlines.

Oracle’s accelerating AI backlog and P/E debate are only half the story; the real tension is how its funding plan and debt stack interact with that opportunity, which is exactly what the 4 key rewards and 3 important warning signs (1 is major!)

SentinelOne (S)

Overview: SentinelOne is a cybersecurity company that uses artificial intelligence to automatically detect, investigate, and respond to cyber threats across devices, cloud workloads, and digital identities through its Singularity Platform and related tools like Purple AI.

Operations: SentinelOne generates about US$1.05b from security software and services, with roughly US$635.7m from the United States and US$413.2m from international customers.

Market Cap: US$6.71b

SentinelOne appeals to investors who want AI exposure tied directly to mission critical security, with its autonomous Purple AI and AI native SIEM at the center of rising demand for protecting AI agents, cloud workloads, and identities. Revenue is forecast to grow faster than the wider US market and recent results show a smaller net loss, but the company is still unprofitable, relies heavily on external funding, and has seen insider selling, which raises questions about how long it can invest at this pace without pressuring margins. For an AI stock screener focused on structural shifts rather than short term headlines, the key consideration is how its high growth profile and rich P/S multiple compare with the risks in execution, competition, and funding.

SentinelOne’s accelerating AI security story and rich P/S multiple hint at something investors may be missing, and the real twist in its high growth, high risk profile sits inside the 2 key rewards and 2 important warning signs

The three stocks covered here are just a starting sample, with the full Artificial Intelligence/ AI Stocks screener surfacing 202 more companies that are directly tied to AI chips, LLMs, cloud, and the wider ChatGPT adoption curve. Use Simply Wall St to identify, filter, and analyze the specific catalysts and narratives that matter to you, so you can focus on the AI stocks that best fit your highest conviction ideas.

Take Control of Your Investment Journey

If SentinelOne 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.

Seeking Fresh Alternatives Beyond AI?

Some of the most interesting breakouts start flying before the crowd even looks up. Scan these fresh stock ideas while it matters and consider them early in your research.

• Spot companies with potential before they hit the headlines by running through a curated set of 20 high quality undiscovered gems that are under the radar for now.
• Target resilient cash generators that can keep paying investors even when sentiment swings by reviewing a focused group of 8 dividend fortresses built for staying power.
• Capture real-world infrastructure momentum instead of hype alone by screening a concentrated pool of 33 power grid technology and infrastructure stocks positioned around grid upgrades and electrification trends.

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.