In this article, we will look at the 10 AI Stocks That Are Surging.
The economic circumstances we are experiencing currently are certainly complex. Geopolitical crises, rising inflation, a new FED chairman, and the largest IPO in history pulling capital away from other stocks are just some of the variables investors are worried about. Amid that, however, the buildout of AI infrastructure seems to be on an unhindered trajectory so far.
Speaking to CNBC, Liz Ann Sonders of Charles Schwab noted that the scope of the AI buildout suggests the AI rally is likely to continue:
I think this is a broader AI tech infrastructure buildout that is not just accruing to the benefit of the large cap tech sector within the S&P
She points out the rotation within the tech sector, where different phases of the AI buildout are attracting money. So, while some AI stocks stay stagnant, others surge because the money is rotating into those stocks.
Despite overall concerns about the large capex and uncertainty about returns from such a buildout, certain AI stocks have continued to surge, showing no signs of weakness. In our article, 10 AI stocks that are surging, we identify these stocks to capitalize on their positive trajectory, with the expectation that if they perform well under these circumstances, they will continue to do so if conditions improve.
With that backdrop, let’s look at our list of the 10 AI stocks that are surging.
Methodology
To come up with our list of 10 AI stocks that are surging, we looked through ETFs and financial media to come up with AI stocks that have a market cap of at least $2 billion and have experienced significant investor interest, judging by their price action in the last month. They have also reported recent investor-worthy news and are listed in ascending order of their one-month stock performance.
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Note: All share price data is as of market close on June 26, 2026.
10. ASML Holding NV (NASDAQ:ASML)
One-month stock performance: 12.31%
During the last few trading sessions, ASML Holding NV (NASDAQ:ASML) has seen positive momentum. On June 15, Bernstein analyst David Dai raised the firm’s price target on ASML Holding NV (NASDAQ:ASML) from $1,911 to $1,971 while reaffirming an Outperform rating. The firm believes that rising DRAM capacity expansion and higher capital spending will drive demand for EUV systems over the coming years. The stock remains its preferred stock in the European semiconductor space.
On June 9, ASML became the first publicly traded company in European history to surpass a $700 billion market value. The AI tailwind has driven a strong rise in the company’s share price as investors continue to reward the company for its key role in supplying equipment used to manufacture AI chips. ASML has seen its valuation rise significantly due to high AI spending and investor sentiment about future growth in semiconductor manufacturing.
The company’s most recent Q1 earnings report showed a glimpse of the potential that is driving this analyst optimism. It reported revenue of €8.8 billion. Going forward, the company raised its full-year 2026 sales guidance to €36 billion and €40 billion. ASML also reaffirmed its long-term revenue targets of €44 billion and €60 billion for 2030.
Earlier, on June 3, JPMorgan raised its target price on ASML Holding NV (NASDAQ:ASML) to $ 2,200 from $ 1,813 and kept an Overweight rating on the stock. The main reason for JP Morgan’s positive stance on the company is strong customer demand, translating to a positive outlook for ASML. The firm told investors in a research note that the company is expected to produce more EUV chipmaking machines than the previously projected capacity of 90 EUV systems.
ASML Holding (NASDAQ:ASML) is the world’s leading manufacturer of photolithography machines, which are critical high-tech systems used by semiconductor companies (such as TSMC, Intel, and Samsung) to print tiny circuit patterns onto silicon wafers, thereby creating microchips.
9. Hewlett Packard Enterprise Company (NYSE:HPE)
One-month stock performance: 17.5%
Hewlett Packard Enterprise Company (NYSE:HPE) has seen some bullish analyst activity recently, with Susquehanna revising its target price upward from $21 to $65 and keeping a Neutral rating on the stock. This is in continuation of the general trend since the June 1 earnings report. Following the company’s solid earnings, Citi turned bullish on June 2 and increased the firm’s price target on the stock from $39 to $70 and reaffirmed a Buy rating. According to the firm, the company posted a significant earnings beat, surprising analysts.
Strong demand for AI technologies continues to support the company’s growth objectives. According to Susquehanna, stronger demand from HPE customers is leading to higher sales volume, which is helping the company maintain its pricing power. Moreover, the firm added that rising memory and storage costs are being passed on to customers rather than being absorbed by the company.
Hewlett Packard Enterprise Company (NYSE:HPE) posted its Q2 fiscal 2026 earnings on June 1. Revenue for the quarter came in at $10.7 billion, a 40% year-over-year increase. The earnings per share came in at $0.79, which comfortably beat the Wall Street consensus of $0.54.
Hewlett Packard Enterprise Company (NYSE:HPE) operates as a global technology provider focused on intelligent solutions. Its platforms help customers capture, analyze, and act on data from edge to cloud. The customer base ranges from small and medium-sized businesses to large enterprises and government organizations.
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