Artificial intelligence has moved from buzzword to real-world spending theme, even as inflation, central bank decisions and energy costs keep markets on edge. The AI Stocks screener focuses on companies directly tied to this shift in semiconductors, software, large language models, ChatGPT related tools, cloud and broader digital transformation. It helps you filter for businesses most closely linked to the current ChatGPT and AI build out, rather than trying to guess which indirect beneficiaries might emerge. In this article, you will see three stocks from the screener that many investors are watching as potential long term AI exposure candidates.

Roper Technologies (ROP)

Overview: Roper Technologies is a US based software and technology company that focuses on niche, mission critical applications, from healthcare and insurance platforms to K 12 school systems, industrial sensors and medical devices, largely delivered through recurring, cloud based and AI enabled solutions.

Operations: Roper Technologies generates about US$4.7b from Application Software, US$1.7b from Network Software and US$1.9b from Technology Enabled Products.

Market Cap: US$40.4b

Roper Technologies appears in the AI Stocks screener because its vertical SaaS platforms are already using AI in practical ways, from life insurance analytics to healthcare and faith based organization software. These platforms contribute to high margins and strong cash generation. Recent Q2 2026 results showed 9% revenue growth and raised full year guidance, and management plans to deploy more than US$5b into further software acquisitions while shrinking the share count through sizeable buybacks. At the same time, high debt, heavy reliance on acquisitions and one off gains that inflate recent earnings present risks to consider. An important question for investors is whether this AI and software mix can justify current expectations once those temporary boosts fade.

Roper Technologies is leaning hard into recurring, AI enabled software while still carrying meaningful acquisition risk. See how that balance looks in the 3 key rewards and 4 important warning signs (1 is major!)

Hut 8 (HUT)

Overview: Hut 8 is an energy and compute infrastructure company that runs large scale Bitcoin mining, AI cloud, and data center operations across the United States and Canada, tying together power assets, digital infrastructure, and high performance computing capacity for institutional customers.

Operations: Hut 8 generates about US$252.3m from Compute, US$113.5m from Digital Infrastructure and US$45.6m from Power, with a segment adjustment of US$127.1m, while most revenue comes from the United States at US$254.6m and the remainder from Canada at US$29.7m.

Market Cap: US$9.9b

Hut 8 has caught investor attention as a former pure play Bitcoin miner that now ties its future to long term AI and data center leases, including multi decade agreements such as the 704 MW Beacon Point campus. Analysts expect this campus to generate large contracted revenue. These deals sit alongside forecasts for rapid revenue and earnings growth. However, the story is not straightforward given the stock’s very high P/S multiple, ongoing losses, heavy external funding and governance concerns around management experience and pay. If you are trying to work out whether Hut 8’s AI infrastructure shift and energy contracts truly offset its Bitcoin exposure, funding risk and valuation pressure, there is more to unpack in the detailed analysis that follows.

Hut 8’s significant AI and data center ambitions could be diverting attention from what analysts are really focused on. See how growth projections compare with Bitcoin exposure and funding needs in the analyst forecasts for Hut 8

Klaviyo (KVYO)

Overview: Klaviyo is a Boston based software company that gives consumer facing brands a single platform to manage marketing, customer service and data analytics, using AI to personalize emails, texts, social campaigns and support conversations in real time.

Operations: Klaviyo generates about US$1.3b from Internet Software, with revenue spread across the United States at US$778.7m, Other EMEA at US$202.1m, the United Kingdom at US$132.0m, Asia Pacific at US$136.0m and Other Americas at US$63.4m.

Market Cap: US$5.8b

Klaviyo sits at the center of retailers’ push toward first party data and AI assisted customer engagement, with tools like Marketing Agent, Customer Agent and Klaviyo Social aiming to widen its role from email campaigns into full B2C CRM and service. The company has already turned a small profit in recent quarters and is buying back shares. Analysts have highlighted the potential for revenue and earnings to grow further if international expansion and higher spend from larger customers continue. At the same time, reliance on small business clients, pressure on margins from messaging costs and intense competition from larger software suites mean the path is not risk free. The key consideration for investors is whether Klaviyo’s AI tooling and data moat can justify current expectations over time.

Klaviyo’s push into AI driven marketing and customer service has investors asking how far this model can scale with small business exposure and rising messaging costs. See what analysts are building into the analyst forecasts for Klaviyo

The three AI stocks in this article are only a starting point, with the full Artificial Intelligence/ AI Stocks screener uncovering 669 more companies that many investors see as having equally compelling AI narratives. Use Simply Wall St to identify and analyze the specific catalysts and stories across semiconductors, software, LLMs, ChatGPT tools, cloud and digital transformation so you can focus on the AI stocks that best fit your highest conviction ideas.

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If Klaviyo 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 These AI Stocks

New themes can move from quiet to breakout before most investors react. Consider these fresh ideas while they are still under the radar.

• Spot income opportunities that might hold up when growth stories wobble by scanning our hand picked 8 dividend fortresses that focus on resilience and consistency.
• Hunt for resilient operators before momentum takes off by reviewing a curated 89 resilient stocks with low risk scores that many investors use to balance higher volatility bets.
• Target metal producers that could benefit if interest returns to real assets using a focused 32 elite gold producer stocks that filters for larger, established operators.

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.