In this article, we will discuss 10 Unstoppable AI Stocks to Invest In Now.
According to Morgan Stanley, AI capabilities are expected to expand at a non-linear pace, even faster than the ability of businesses, consumers, and governments to adopt such capabilities. As a result, the difference in adoption curves could act as a defining driver of the stock performance in 2026.
Stephen Byrd, Morgan Stanley’s Global Head of Thematic and Sustainability Research, believes that despite software and hardware becoming more efficient, there is a high chance of compute demand surpassing the supply. Furthermore, AI infrastructure, mainly the data centers, continues to fuel a strong surge in global energy demand. Morgan Stanley noted that energy consumption can increase by 10% per year over the upcoming decade in the US alone.
Morgan Stanley’s Global Investment Committee is of the view that investors can now start transitioning from AI builders (i.e., infrastructure providers) to the successful AI adopters (i.e., organizations that use AI to drive productivity and margins).
Amidst such trends, we will now have a look at the 10 Unstoppable AI Stocks to Invest In Now.
Our Methodology
To list the 10 Unstoppable AI Stocks to Invest In Now, we sifted through online rankings and shortlisted stocks catering to the broader AI sector. Next, we narrowed down the list by choosing the ones that have increased 20% over the past year and in which analysts still see a minimum upside of 20%. We also mentioned hedge fund sentiments around each stock, as of Q3 2025. Finally, the stocks are arranged in ascending order of their hedge fund sentiments.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10 Unstoppable AI Stocks to Invest In Now
10. Ondas Inc. (NASDAQ:ONDS)
1-Year Return: ~702.4%
Average Upside Potential: ~69.4%
Number of Hedge Fund Holders: 20
Ondas Inc. (NASDAQ:ONDS) is one of the Unstoppable AI Stocks to Invest In Now. On February 13, the company announced that its subsidiary, Airobotics, received a new multi-million-dollar order for its Iron Drone Raider™ counter-UAS system. This order is from a European customer in a NATO country.
The order comes after Ondas Inc. (NASDAQ:ONDS)’s operational deployment of the system at the European international airport, which forms part of a separate contract but from the same customer. Notably, the new contract award emphasizes the protection of critical assets present in complex civil environments. This is an area where Iron Drone Raider offers a uniquely differentiated ability.
In a separate release, it was announced that Ondas Inc. (NASDAQ:ONDS)’s smart demining subsidiary, 4M Defense, received a large-scale multi-year demining program in Israel. This came after winning a tender that was valued at more than $30 million. The program covers ~741 acres along the Israel-Syria border.
Ondas Inc. (NASDAQ:ONDS) offers private wireless, drone, and automated data solutions. The company offers Optimus, which is an AI-powered drone with imaging payloads.
9. Allegro MicroSystems, Inc. (NASDAQ:ALGM)
1-Year Return: ~46.3%
Average Upside Potential: ~26.4%
Number of Hedge Fund Holders: 30
Allegro MicroSystems, Inc. (NASDAQ:ALGM) is one of the Unstoppable AI Stocks to Invest In Now. On February 19, Needham lifted its price objective on the company’s stock to $45 from $41, while keeping a “Buy” rating, as reported by The Fly. As per the analyst, the firm remains optimistic about the company’s Analyst Day presentation. The presentation exhibited a 3 – 5 year target financial model, which included revenue growth of mid-teens as well as gross margins of more than 55%.
In a separate release, Jefferies lifted its price objective on Allegro MicroSystems, Inc. (NASDAQ:ALGM)’s stock to $45 from $43, while keeping a “Buy” rating, as reported by The Fly. The analyst said that the company’s margin guidance was lower, but this was expected. That being said, the structural growth profile of Allegro MicroSystems, Inc. (NASDAQ:ALGM)’s business continues to shift higher and is associated with new growth opportunities in AI data centers as well as Robotics.
Allegro MicroSystems, Inc. (NASDAQ:ALGM) is engaged in designing, developing, manufacturing, and marketing sensor integrated circuits (ICs) and application-specific power ICs. These are for motion control as well as energy-efficient systems.
8. InterDigital, Inc. (NASDAQ:IDCC)
1-Year Return: ~60.2%
Average Upside Potential: ~31.3%
Number of Hedge Fund Holders: 35
InterDigital, Inc. (NASDAQ:IDCC) is one of the Unstoppable AI Stocks to Invest In Now. On February 17, it was announced that this AI company signed a new patent license agreement with Sony. The agreement tends to cover all of Sony’s end-user devices under InterDigital, Inc. (NASDAQ:IDCC)’s global patent portfolio. These consist of the company’s standard essential cellular, WiFi, and video patents.
In a different release, on February 5, the company released results for Q4 2025 and FY 2025, with yearly total revenue coming at the near-record level of $834.0 million, which includes smartphone revenue of $678.9 million. InterDigital, Inc. (NASDAQ:IDCC)’s FY 2025 revenue also included $277.4 million of catch-up revenue as compared to $460.1 million in FY 2024. This was mainly associated with the Samsung TV license agreement, OPPO license agreement, and Lenovo matters.
Notably, EPS, non-GAAP EPS, and adjusted EBITDA in FY 2025 rose YoY due to elevated recurring revenue levels and the reduction in operating expenses. In FY 2025, its GAAP EPS was $11.80, and non-GAAP EPS came at $15.31.
InterDigital, Inc. (NASDAQ:IDCC) is a global R&D company, which focuses on wireless, visual, AI, and associated technologies.
7. Leidos Holdings, Inc. (NYSE:LDOS)
1-Year Return: ~33.1%
Average Upside Potential: ~25.4%
Number of Hedge Fund Holders: 43
Leidos Holdings, Inc. (NYSE:LDOS) is one of the Unstoppable AI Stocks to Invest In Now. On February 17, the company released financial results for Q4 2025 and FY 2025, with quarterly revenues coming at $4.21 billion, down by 4% YoY. This was mainly because of an extra work week in Q4 2024 and the 6-week government shutdown in Q4 2025. Leidos Holdings, Inc. (NYSE:LDOS)’s quarterly net income came in at $335 million, reflecting an increase of 19% YoY.
The company’s adjusted EBITDA came in at $556 million in Q4 2025, implying a growth of 9% YoY. The increased efficiencies on certain fixed price programs, as well as improved program execution and cost control mainly aided its earnings. For FY 2026, Leidos Holdings, Inc. (NYSE:LDOS) expects revenues of between $17.5 billion – $17.9 billion, and an adjusted EBITDA margin of mid 13%.
In Q4 2025, Leidos Holdings, Inc. (NYSE:LDOS)’s net cash provided by operating activities came in at $495 million, thanks to the robust EBITDA performance, collections, and working capital management.
Leidos Holdings, Inc. (NYSE:LDOS) offers services and solutions for government and commercial customers. The company builds AI that ramps up performance and advances critical missions throughout defense, health, and civil sectors.
6. Credo Technology Group Holding Ltd (NASDAQ:CRDO)
1-Year Return: ~79.8%
Average Upside Potential: ~75.2%
Number of Hedge Fund Holders: 56
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the Unstoppable AI Stocks to Invest In Now. On February 19, Goldman Sachs initiated coverage of the company’s stock with a “Buy” rating and a price objective of $165, as reported by The Fly. The analyst noted that Credo Technology Group Holding Ltd (NASDAQ:CRDO) is into manufacturing high-speed, short-range wired connectivity products for the broader datacenter market.
Credo Technology Group Holding Ltd (NASDAQ:CRDO) has pioneered Active Electrical Cables. As per the firm, AECs offer lower cost and high bandwidth connections possessing high reliability as compared to the competing technologies for short-range datacenter connections. The copper solutions are expected to remain relevant till at least 2032, added Goldman Sachs.
In a separate release, Roth Capital reduced its price objective on Credo Technology Group Holding Ltd (NASDAQ:CRDO)’s stock to $200 from $250, while keeping a “Buy” rating. As per the analyst, the company’s above-consensus preliminary guidance is backed by higher benefits due to the increased unit demand as well as an increase in average sales price as a result of newer and longer-reach rack-to-rack AEC cabling.
Credo Technology Group Holding Ltd (NASDAQ:CRDO) offers high-speed connectivity solutions for optical and electrical Ethernet, as well as PCIe applications. Credo connectivity solutions provide optimized performance, energy efficiency, and security for the AI deployment.
5. Onto Innovation Inc. (NYSE:ONTO)
1-Year Return: ~35.7%
Average Upside Potential: ~27.07%
Number of Hedge Fund Holders: 57
Onto Innovation Inc. (NYSE:ONTO) is one of the Unstoppable AI Stocks to Invest In Now. On February 20, B. Riley lifted its price objective on the company’s stock to $275 from $240, while keeping a “Buy” rating, as reported by The Fly. The analyst opines that Onto Innovation Inc. (NYSE:ONTO)’s Q4 2025 results fell short of expectations. That being said, guidance for Q1 2026 was ahead of consensus, and the company might see healthy growth and gross margin expansion through 2026.
In a separate release, on February 19, the company released Q4 2025 and FY 2025 results, with record quarterly revenue of $267 million and FY 2025 revenue coming at $1.005 billion. The advanced packaging and specialty devices in Q4 2025 of ~$145 million made up slightly over half of the company’s revenue. Notably, the sales from the 2.5D packaging business doubled compared to Q3 2025.
Onto Innovation Inc. (NYSE:ONTO) sees strong momentum in 2026, with increased AI investments expected to fuel a powerful up cycle in the broader semiconductor capital equipment spending.
Onto Innovation Inc. (NYSE:ONTO) is engaged in designing, developing, manufacturing, and supporting process control tools, which perform optical metrology and inspection. The company remains at the forefront of enabling AI via advanced inspection, metrology, and lithography systems.
4. Cloudflare, Inc. (NYSE:NET)
1-Year Return: ~23.1%
Average Upside Potential: ~27.1%
Number of Hedge Fund Holders: 63
Cloudflare, Inc. (NYSE:NET) is one of the Unstoppable AI Stocks to Invest In Now. On February 17, it was announced that the company entered into a strategic partnership with Mastercard Incorporated, focusing on developing tools. These tools would help small businesses, critical infrastructure, and governments to shield themselves from the critical cyber threats while they continue to innovate. Both companies plan to eliminate blind spots, offer real-time, accurate views of cyber posture, and translate the risk insights into actionable protection.
In a separate release, Cloudflare, Inc. (NYSE:NET) announced its Q4 2025 and FY 2025 results, with the company closing its largest annual contract value deal ever during the quarter, averaging $42.5 million per year. The transition towards AI and agents reflects the fundamental re-platforming of the Internet, which continues to fuel demand throughout Cloudflare, Inc. (NYSE:NET)’s services.
For Q1 2026, Cloudflare, Inc. (NYSE:NET) expects total revenue of between $620.0 million – $621.0 million and non-GAAP income from operations in the range of $70.0 million – $71.0 million.
Cloudflare, Inc. (NYSE:NET) is a cloud services provider, which provides a range of services to businesses.
3. Arista Networks, Inc. (NYSE:ANET)
1-Year Return: ~32.7%
Average Upside Potential: ~29.3%
Number of Hedge Fund Holders: 92
Arista Networks, Inc. (NYSE:ANET) is one of the Unstoppable AI Stocks to Invest In Now. On February 13, Goldman Sachs lifted the price target on the company’s stock to $188 from $165, while maintaining a “Buy” rating, as reported by The Fly. As per the analyst, Arista Networks, Inc. (NYSE:ANET) remains well-placed to see the benefits stemming from increased data demand, cloud migration, and the requirement for higher bandwidth and lower latency.
Off the back of the expansion of data centers, enterprise networking initiatives, and R&D and sales investments, the firm believes that Arista Networks, Inc. (NYSE:ANET) will see healthy double-digit revenue and EPS growth over the upcoming years.
In a different release, Morgan Stanley lifted its price objective on Arista Networks, Inc. (NYSE:ANET)’s stock to $165 from $159, while keeping an “Overweight” rating. The analyst believes that the company saw a bigger-than-anticipated beat in Q4 2025 and kept its guidance for gross margin intact despite the memory headwinds.
Arista Networks, Inc. (NYSE:ANET) happens to be a leader in data-driven, client-to-cloud networking for large AI, data center, campus, as well as routing environments.
2. Broadcom Inc. (NASDAQ:AVGO)
1-Year Return: ~47.4%
Average Upside Potential: ~35.8%
Number of Hedge Fund Holders: 183
Broadcom Inc. (NASDAQ:AVGO) is one of the Unstoppable AI Stocks to Invest In Now. On February 17, Citi analyst Atif Malik reduced the firm’s price objective on the company’s stock to $458 from $480, while keeping a “Buy” rating, as reported by The Fly.
The rating comes ahead of Broadcom Inc. (NASDAQ:AVGO)’s earnings report on March 4. As per the firm, concerns related to gross margins, tensor processing unit competition, as well as software sales exposure risks, are factored into the current trading juncture of the company’s stock.
Overall, the firm expects that the company’s stock is expected to outperform in H2 2026, thanks to better demand visibility.
In a different release, on February 12, DA Davidson began coverage of Broadcom Inc. (NASDAQ:AVGO)’s stock with a “Neutral” rating and a price objective of $335. Noting the company’s structural AI opportunity, the analysts at the firm opine that the upside could be limited by customer behavior over the long-term.
Broadcom Inc. (NASDAQ:AVGO) is engaged in designing, developing, and supplying various semiconductor devices and infrastructure software solutions.
1. Alphabet Inc. (NASDAQ:GOOGL)
1-Year Return: ~63.2%
Average Upside Potential: ~26.9%
Number of Hedge Fund Holders: 243
Alphabet Inc. (NASDAQ:GOOGL) is one of the Unstoppable AI Stocks to Invest In Now. On February 19, it was announced that Loblaw Companies Limited entered into a new collaboration with Alphabet Inc. (NASDAQ:GOOGL), providing Canadians a new way to shop via conversational AI. Notably, the company is expected to allow people of Canada to shop for their health, beauty, and apparel products directly with the help of AI Mode in Google Search and Alphabet Inc. (NASDAQ:GOOGL)’s Gemini app.
In a separate release, on February 16, Cognizant made an announcement about a new phase in a strategic partnership with Alphabet Inc. (NASDAQ:GOOGL)’s Google Cloud. It revolves around advancing from platform integration to enterprise-scale execution. This will help companies operationalize agentic AI in real-world environments. This highlights that Cognizant and Google Cloud continue to exhibit a practical model, emphasizing how companies can adopt agentic AI at scale.
In other words, it demonstrates moving over and above the platform selection to execution-ready operating models.
While we acknowledge the potential of GOOGL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GOOGL and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
Hedge Fund Resource Center