Oracle Stock Leads 3 AI Software Picks With Strong Growth Forecasts

Simply Wall St.07-20 22:21

Artificial intelligence is reshaping how companies work and compete, and that theme is cutting across sectors even as investors weigh inflation data, interest rate paths, and geopolitical risks. While...

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While...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-iot/samsara/news/oracle-stock-leads-3-ai-software-picks-with-strong-growth-fo\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nyse-iot/samsara/news/oracle-stock-leads-3-ai-software-picks-with-strong-growth-fo","article_id":"2653212222","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nyse-iot/samsara/news/oracle-stock-leads-3-ai-software-picks-with-strong-growth-fo","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2653212222","pubTimestamp":1784557263,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Artificial intelligence is reshaping how companies work and compete, and that theme is cutting across sectors even as investors weigh inflation data, interest rate paths, and geopolitical risks. While bond yields, oil prices, and central bank moves keep markets on edge, AI stocks linked to chips, software, large language models like ChatGPT, and cloud infrastructure sit at the heart of this structural shift. This AI Stocks screener focuses on businesses directly exposed to that trend, helping...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"甲骨文股票以强劲的增长预测领先 3 家人工智能软件精选","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2b352e6db80777686101b4b1c2e65335","symbols_score_info":{"IGV":0.6,"ORCX":0.6,"IOT":1.9,"ORCS":0.6,"S":1.89,"OGIG":0.6,"ORCU":0.6,"TDIV":0.6,"ORCL":1.95},"content_text":"Artificial intelligence is reshaping how companies work and compete, and that theme is cutting across sectors even as investors weigh inflation data, interest rate paths, and geopolitical risks. While bond yields, oil prices, and central bank moves keep markets on edge, AI stocks linked to chips, software, large language models like ChatGPT, and cloud infrastructure sit at the heart of this structural shift. This AI Stocks screener focuses on businesses directly exposed to that trend, helping you cut through noise and focus on companies tied to real AI spending. Below, you will find 3 notable stocks highlighted from this screener. AdvertisementSamsara (IOT) Overview: Samsara is an Internet of Things and AI company that connects data from vehicles, equipment, and worksites into a single cloud platform so customers can improve safety, reduce downtime, and manage fleets and assets more efficiently. Its tools span video-based driver safety, real-time telematics, and site monitoring for sectors such as transportation, construction, logistics, manufacturing, and public services. Operations: Samsara generates about US$1.73b in revenue from Software & Programming, with around US$1.48b coming from the United States and roughly US$255.6m from other regions. Market Cap: US$22.33b Samsara sits at the intersection of AI and real world operations, using more than 25 trillion data points a year to power safety coaching, workflow automation, and shipment visibility tools that have helped customers cut accidents sharply and tackle asset theft. The company recently moved into profitability. Returns on equity are still modest and the stock trades on a high P/S multiple. Recent insider selling and competition in fleet and telematics services add pressure. At the same time, recurring revenue, expanding AI products like Agent Studio, and growing public sector work give Samsara a profile many AI-focused investors may not yet fully appreciate. Rapidly scaling AI tools, high recurring revenue, and new public sector work give Samsara a story that looks incomplete without the 2 key rewards and 1 important warning sign that reveals what could quietly change the risk reward balance. NYSE:IOT P/S Ratio as at Jul 2026 Oracle (ORCL) Overview: Oracle is a global enterprise software and cloud company that provides databases, business applications like ERP and HR systems, and Oracle Cloud Infrastructure, which powers everything from routine back-office processing to high performance AI workloads for governments, large corporates, and healthcare providers. Operations: Oracle generates about US$58.53b in revenue from Cloud and software, US$5.74b from Services, and US$3.08b from Hardware, with around US$39.84b coming from the United States and roughly US$27.52b from other markets including Japan, Germany, the United Kingdom, and other countries. Market Cap: US$364.12b Oracle stands out in AI because it is selling the full stack that heavy users need, from GPU rich cloud infrastructure and autonomous databases to Fusion applications that are increasingly built around AI agents. Earnings and revenue are both forecast to grow above 20% a year, backed by a contract backlog that runs into the hundreds of billions of dollars. Yet the stock trades on a P/E that sits below many software peers. The catch is the bill for this AI push, with heavy data center spending, high debt, credit downgrades, and plans for sizeable future funding that could mean more volatility for shareholders. Oracle’s AI cloud build out, high contract backlog, and below peer P/E make the risk reward story feel unfinished, and the 4 key rewards and 3 important warning signs (1 is major!) could be where the real twist in this story starts NYSE:ORCL P/E Ratio as at Jul 2026 SentinelOne (S) Overview: SentinelOne is a cybersecurity company that uses artificial intelligence to automatically prevent, detect, and respond to threats across endpoints, cloud workloads, and identity credentials, aiming to give enterprises always-on protection against a wide range of cyber attacks. Operations: SentinelOne generates about US$1.05b in revenue from Security Software & Services, with around US$635.7m from the United States and roughly US$413.2m from international markets. Market Cap: US$6.71b SentinelOne offers a pure-play way to tap into AI-driven cybersecurity, with products like its Purple AI agent and AI-native SIEM aimed at securing the rising wave of AI workloads and agentic AI. Revenue is forecast to grow faster than the wider US market and analysts see upside in its AI-first platform. However, the company is still loss making, carries a high P/S multiple, and is expected to remain unprofitable over the next 3 years. Combined with significant insider selling and a debt-reliant funding structure, this creates a stock where powerful product momentum exists alongside notable execution and governance questions that investors may want to weigh carefully when assessing its role in an AI-focused portfolio. SentinelOne’s AI first security engine, high revenue base, and loss making profile leave a big question hanging over how this story matures. The analyst forecasts for SentinelOne could be where the real plot twist begins. NYSE:S Earnings & Revenue Growth as at Jul 2026 The 3 AI stocks covered here are only a starting point, with the full screener surfacing 663 more companies tied into chips, software, LLMs, ChatGPT, and cloud infrastructure, each with its own potential story for this AI shift. Unlock the full opportunity set and identify the highest conviction AI plays by using Simply Wall St to filter the Artificial Intelligence/ AI Stocks screener for the exact catalysts, business models, and risk reward profiles 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.\n            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.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Alternatives Before Everyone Else? Some of the sharpest breakouts start quietly, while momentum builds under the radar and information edge drops fast. Scan fresh ideas before the crowd and act now.  Target higher yield potential with carefully filtered companies in the 8 dividend fortresses that may offer attractive income while prices are not yet flying away. Spot under-the-radar growth stories by running the 20 high quality undiscovered gems and see which businesses still trade like yesterday's news before momentum catches up. Zero in on sturdier balance sheets using the list of solid balance sheet and fundamentals (47 results) so you focus on companies with room to move instead of those that may be more stretched when markets start dropping.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        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\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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