Higher energy prices, mixed inflation signals and uneven growth across regions are pushing investors to look more closely at cash flow, not just excitement around artificial intelligence. That is exactly where the Profitable AI Stocks screener comes in. It focuses on companies that already turn AI spending into real earnings rather than just promises. With bond yields reflecting tighter policy expectations and global trade in AI related goods staying important, this article highlights three stocks from the screener that aim to combine AI exposure with current profitability, giving you a starting point for building more resilient AI exposure.

Broadcom (AVGO)

Overview: Broadcom is a large US technology company that supplies key semiconductor chips and infrastructure software that help data move, connect, and stay secure across data centers, telecom networks, mobile devices, and industrial systems, including many AI workloads. Its hardware and VMware powered software underpin private and public cloud environments, making Broadcom a central supplier to customers that need reliable, large scale computing and networking.

Operations: Broadcom generates about US$47.8b in revenue from Semiconductor Solutions, including intellectual property licensing, and around US$27.7b from Infrastructure Software.

Market Cap: US$1.90t

Broadcom appears in the Profitable AI Stocks screener because it combines sizable AI exposure with the profile of a broad digital infrastructure supplier, backed by profitability metrics such as 33.4% ROE and 38.8% net margins. Earnings growth of 121.9% over the past year and free cash flow sit alongside long term contracts, including Apple’s multiyear custom chip deal, and AI related partnerships with OpenAI and hyperscalers. The P/E and DCF work presented suggest the stock is not priced for perfection. Potential risks include meaningful leverage, insider selling, and high expectations around AI spend and custom silicon adoption, which could weigh on sentiment if AI budgets cool or large projects such as Jalapeño and AI XPV rollouts underperform expectations.

Broadcom’s significant AI earnings, high margins and major customer deals raise a bigger question: is the current price properly weighing those strengths against leverage, insider selling and contract concentration in the 4 key rewards and 2 important warning signs

Cellebrite DI (CLBT)

Overview: Cellebrite DI provides digital investigation software that helps law enforcement, government agencies, and corporations legally access, analyze, and manage data from phones, computers, cloud services, drones, and other devices to support complex cases such as child exploitation, terrorism, organized crime, and financial fraud.

Operations: Cellebrite DI generates about US$496.4m in revenue from Internet Software & Services, centered on its digital forensics and evidence management platforms.

Market Cap: US$4.0b

Cellebrite DI sits in the Profitable AI Stocks screener because it combines a fast growing, mostly subscription based investigation platform with AI tools like Genesis that aim to cut case times for more than 7,000 public safety and defense customers. Revenue and earnings are forecast to grow faster than the wider US market, but the stock already trades on a high P/E and relies heavily on US federal contracts, where slower budget cycles and tighter rules on data access could affect growth and margins. For investors interested in how AI, digital crime and privacy regulation intersect, Cellebrite’s mix of recurring revenue, FedRAMP approved cloud, and concentrated customer and funding risks makes it a company that some market participants may choose to study in more depth.

Cellebrite DI’s accelerating AI tools, extensive public safety footprint and premium P/E leave a key question hanging for investors, and the 3 key rewards and 1 important warning sign could reveal the twist that reshapes the whole story

ServiceNow (NOW)

Overview: ServiceNow provides cloud software that helps large organisations run critical workflows, from IT support and cybersecurity to HR, finance, and customer service, while increasingly acting as a control hub for how artificial intelligence is deployed and governed across the business.

Operations: ServiceNow generates about US$14.0b in revenue from Internet Software & Services, with most sales coming from the United States and the rest spread across EMEA and Asia Pacific.

Market Cap: US$111.1b

ServiceNow interests many investors because it behaves less like a traditional software vendor and more like core infrastructure for the AI era, sitting in the middle of IT, security, risk and workflow automation as enterprises work out how to control powerful AI tools. The stock trades on a high P/E, and Simply Wall St’s cash flow work indicates a large gap between price and estimated value, supported by strong historical earnings growth and expectations for continued revenue and profit expansion. At the same time, margin pressure, reliance on external funding and recent insider selling mean this is not a one way bet. This is why understanding the balance between ServiceNow’s AI monetization story and these risks can be important for long term investors.

ServiceNow’s role as an AI control hub, its high P/E, and the gap highlighted by Simply Wall St’s cash flow work suggest the real story sits in the analyst forecasts for ServiceNow where one assumption could flip the script

The three stocks in this article are only a sample of what the full Profitable AI Stocks universe looks like. The screener surfaces 60 more companies that pair AI exposure with real earnings stories through the Profitable AI Stocks screener. Identify and analyze the specific catalysts, contract profiles, margins and cash flow narratives that matter most to you so Simply Wall St can help you focus on the highest conviction AI earners instead of the loudest AI headlines.

Take Control of Your Investment Journey

If Broadcom 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.