3 AI stocks led by HubSpot stock worth a closer look

Artificial intelligence is at the center of the global market conversation as central banks weigh inflation risks, bond yields remain high and energy prices continue to pressure costs. While policy paths and growth trends vary by region, one clear feature is that companies with direct ties to semiconductors, cloud, software, and large-scale language models like ChatGPT are at the center of this technology shift. Our AI stock screener focuses on businesses closely related to this trend, helping you cut through the noise and find targeted exposure. In this article, we’ll look at three stocks from this AI-focused list.

C3.ai (AI)

overview: C3.ai is an enterprise software company that uses the C3 Agentic AI platform and pre-built industry solutions to help large organizations build and run artificial intelligence applications for tasks such as predictive maintenance, automation, and data analysis. Its tools are aimed at engineers, data scientists, and business teams who want to move from small-scale AI pilots to full-scale deployments.

operation: C3.ai has revenues of approximately US$250.3 million, almost all of which are from software and programming, with the majority of sales coming from the United States, with smaller contributions from Europe, the Middle East, Africa, the rest of North America, Asia Pacific, and the rest of the world.

Market capitalization: 1.34 billion USD

C3.ai sits at the intersection of large enterprises’ demand for practical AI and the reality that building these systems in-house is complex, but the situation is complex. Meanwhile, growing collaborations with customers like Shell and deep connections with cloud providers give C3.ai an avenue for large-scale, long-term projects that help validate its platform. However, revenues have been declining recently, with losses at more than US$470 million per year, and analysts do not expect profitability over the next three years, while insider selling and shareholder dilution are raising concerns. For investors looking for targeted AI exposure rather than broad semiconductor or cloud stocks, the tension between growing partnerships and continued losses is what makes C3.ai worth a closer look.

C3.ai’s significant customer relationships and large annual losses point in different directions. This tension is exactly what C3.ai’s analytical report explores to identify where the real tipping points lie.

HubSpot (HUB)

overview: HubSpot is a cloud-based CRM platform that helps small and medium-sized businesses attract, convert, and support customers through connected tools like marketing, sales, service, content, commerce, and AI assistants like Breeze that automate and personalize customer interactions.

operation: HubSpot has approximately $3.3 billion in revenue, nearly all of which comes from Internet software and services, with reported exposure to the Asia-Pacific region.

Market capitalization: 11.19 billion USD

HubSpot stands out in the world of AI stocks because it sits where CRM, content, and AI-powered automation meet, turning customer data into actionable workflows rather than just dashboards. The company is already profitable, with high five-year revenue growth rates and revenue projected to grow faster than the overall market, while gross margins around the mid-80s highlight the power of the company’s software model. At the same time, very high P/E ratios, dependence on external funding, intense competition, and the early stages of AI monetization mean that there is constant risk. The central question is whether HubSpot’s multi-hub adoption, AI agents, and expanding international footprint justify its profile or signal the need for further vigilance.

HubSpot’s five years of strong revenue growth, high profit margins, and nascent AI tools beg bigger questions. HubSpot analysts predict whether expectations are already inflated or still undervalued.

Super microcomputer (SMCI)

overview: Super Micro Computer builds high-performance servers and storage systems for AI, cloud, and data center customers using a modular, open-standard design that can be tailored for everything from hyperscale AI training clusters to edge computing and 5G deployments.

operation: Super Micro Computer generates approximately US$33.7 billion in revenue primarily from the development and provision of high-performance server solutions, of which US$22.0 billion comes from the United States and the remainder from other regions and segment adjustments.

Market capitalization: $16.5 billion

Super micro computers will become key suppliers for the proliferation of AI data centers, with orders for AI servers expected to exceed $60 billion and gross profit margins in the mid-teens. This shows how modular, energy-efficient racks meet the demands of large-scale customers. At the same time, the story is not without risks, due to dependence on a few very large buyers, price pressures on commodity hardware, export control scrutiny, and a balance sheet dependent on external financing. For investors focused on AI infrastructure rather than just chip designers, the combination of current valuation metrics, competitor comparisons, and margin relationships make Super Micro Computer a stock that may require close scrutiny.

Super Micro Computer’s AI server momentum and mid-teens gross margin guidance suggest a story that many investors may only understand part of, and the full story in Super Micro Computer’s analysis report could change the way you think about its biggest risks and opportunities.

The three stocks in this article are just a starting point; our complete artificial intelligence/AI stock screener surfaced an additional 664 companies directly related to AI chips, cloud infrastructure, software platforms, and large-scale language models with equally compelling stories. With Simply Wall St, you can pinpoint, analyze, and filter the catalysts and stories that matter to you to focus on the AI ​​stocks that best align with your most conviction ideas.

Take control of your investment journey

If C3.ai or one of these companies has caught your attention, register for free on Simply Wall St and add your company to your watchlist to monitor stock prices compared to fair value and track any new developments. Once migrated, manage your holdings with a portfolio command center that filters out the noise and delivers only the most important and actionable updates. Our community allows you to filter the best ideas from thousands of investor perspectives throughout your journey. Discover hidden catalysts and risks early to accelerate decision-making and stay ahead of the market.

Looking for new alternatives beyond AI?

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This article by Simply Wall St is general in nature. We provide commentary using only unbiased methodologies, based on historical data and analyst forecasts, and articles are not intended to be financial advice. This is not a recommendation to buy or sell any stock, and does not take into account your objectives or financial situation. We aim to provide long-term, focused analysis based on fundamental data. Note that our analysis may not factor in the latest announcements or qualitative material from price-sensitive companies. Simply Wall St has no position in any stocks mentioned.

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