Artificial intelligence stocks sit at the crossroads of several powerful forces right now, from resilient labor markets to record AI related export orders in Asia and global interest in productivity boosting technology. With inflation, energy price swings and shifting rate expectations all competing for attention, many investors are looking for clearer ways to focus on companies directly tied to the ChatGPT and broader AI build out, including chips, software, cloud and model providers. This AI Stocks screener targets exactly that segment. In this article you will see three stocks from the list that help sharpen your research short list.

HubSpot (HUBS)

Overview: HubSpot is a cloud-based CRM platform that helps mid-market businesses manage marketing, sales, customer service, and content in one place, using tools like email automation, live chat, analytics, and AI assistants such as Breeze to make go to market teams more productive.

Operations: HubSpot generates about US$3.3b in revenue primarily from its Internet Software & Services segment, with at least US$264m reported from Asia Pacific customers.

Market Cap: US$11.8b

HubSpot provides exposure to the shift toward AI powered go to market tools, as customers consolidate marketing, sales, and service workflows on a single platform that now includes AI agents, credit based AI features, and high margin software hubs. Analysts expect strong earnings growth and improving profit margins, and recent Q1 results showed higher revenue, positive EPS, and billings and margins that some commentators highlighted as strengths. At the same time, HubSpot’s rich P/E multiple, rising competition from larger SaaS and AI centric platforms, and the early stage of its AI monetization model mean expectations are high and execution risk remains real.

HubSpot’s fast expanding AI toolkit, strong revenue base and premium P/E suggest a story that many investors may be only half seeing. The analyst forecasts for HubSpot hint at where expectations and execution risk could quietly collide.

Pegasystems (PEGA)

Overview: Pegasystems is an enterprise software company that uses AI to help large organizations automate workflows and personalize customer interactions, with its Pega Infinity platform powering real time decisioning, customer service and process automation across industries such as financial services, healthcare and communications.

Operations: Pegasystems generates about US$1.7b in revenue from Software & Programming, with roughly US$906.4m from the United States, US$270.4m from Europe, the Middle East and Africa, US$201.8m from Asia Pacific, US$200.8m from the United Kingdom, and US$120.8m from other Americas.

Market Cap: US$5.3b

Pegasystems stands out in the AI stocks screener because it links AI powered decisioning and automation to a recurring cloud business that already shows strong earnings momentum, with EPS growth of 73.2% over the past year and net margins at 20%. The Pega Infinity 26 release, GenAI Blueprint and AWS integration illustrate how the company is trying to make AI workflows more predictable on both outcomes and cost. At the same time, a high Return on Equity near 48.3% and a debt free position support the quality of current profits. Reliance on higher risk external borrowing for liabilities, currency swings and competitive AI offerings introduce uncertainty around how smooth future revenue and earnings will be, which is one reason Pegasystems may be underestimated by some investors.

Pegasystems’ 73.2% EPS growth, 20% net margins and 48.3% Return on Equity suggest a quality story many investors may only see on the surface. The analysis report for Pegasystems could reveal what those headline figures might be masking.

SentinelOne (S)

Overview: SentinelOne is a cybersecurity company that uses artificial intelligence to automatically prevent, detect, and respond to attacks across endpoints, cloud workloads, identities, and data. Its Singularity Platform and Purple AI agent aim to reduce the need for manual security investigation.

Operations: SentinelOne generates about US$1.0b in revenue from Security Software & Services, with roughly US$635.7m from the United States and US$413.2m from international customers.

Market Cap: US$6.7b

SentinelOne sits at the intersection of AI and cybersecurity, with its AI native Singularity Platform, Purple AI agent, and AI SIEM offerings targeting demand for autonomous threat detection, AI workload protection, and lifecycle security for agentic AI. The stock screens as potentially undervalued against some cash flow estimates while also carrying a rich P/S multiple, ongoing losses, and reliance on partners such as hyperscalers. Investors are effectively weighing product momentum and international expansion against funding risk, insider selling, and uncertainty around the path to sustained profitability. An additional consideration is how new licensing models, cloud integrations, and adjacent products like Prompt Security could influence deal quality and earnings visibility over time.

SentinelOne’s AI native security story, product momentum and valuation tension leave a key piece missing in plain sight. The analysis report for SentinelOne could clarify whether current expectations fit the real risk reward break point.

The three AI stocks here are only a starting point. The full Artificial Intelligence/ AI Stocks screener surfaces 663 more companies tied directly to chips, software, cloud, LLMs and the broader ChatGPT build out, each with its own potential catalysts and risks. If you want to identify AI stocks where the story truly matches your thesis around semiconductors, model providers, or transformation plays, use the Artificial Intelligence/ AI Stocks screener to analyze and filter for the specific earnings drivers, balance sheet strength and narrative angles that matter most to you.

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 Alternatives Before the Crowd Moves?

Fresh stock ideas can build momentum fast, and once prices start flying the ideal entry window can drop out of reach. Scan these curated lists while it matters and act now.

• Spot income opportunities early by reviewing hand picked companies in the 9 dividend fortresses that aim to balance generous payouts with durable cash generation and resilient business models.
• Track potential breakout operators with solid finances using the curated list of solid balance sheet and fundamentals (48 results) to see which businesses pair manageable debt with consistent cash flow support.
• Position ahead of potential infrastructure shifts by scanning the focused 35 power grid technology and infrastructure stocks featuring companies working on grid technology, upgraded networks and related equipment suppliers.

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.