In this piece, we discuss the 11 Best Agentic AI Stocks to Buy Right Now.
With companies actively committing massive capital investments, agentic AI is no longer a distant concept.
On April 20, 2026, Morgan Stanley argued that as agentic AI grows, demand for hardware expands beyond GPUs and data center chips. While GPU demand is expected to remain strong, the bank said the computing bottleneck is shifting toward CPUs and memory, with agentic AI potentially adding $32.5 to $60 billion to a data center CPU market already exceeding $100 billion by 2030.
The next phase of the AI boom, Morgan Stanley noted, will be driven more by coordination than raw processing power, and companies operating in supply-constrained corners of the ecosystem are well-positioned to capture incremental pricing power. Therefore, the firm said agentic AI will widen AI spending beyond GPUs to chipmakers, memory suppliers, and manufacturing.
Jensen Huang, OpenAI’s CEO, appeared to be in agreement.
Speaking at ServiceNow’s Knowledge 2026 conference on May 6, 2026, NVIDIA’s CEO described agentic AI as the entry point into a $50 trillion industrial economy that software has, until now, not touched.
In computational terms, Huang explained that compute requirements for agentic AI have surged 1,000% relative to generative AI just two years ago. That surge is due to the far greater computational demands of autonomous AI systems compared to earlier generative AI models. And that is understandable, given agents now must understand large amounts of information, think through multiple steps, use several tools, and generate far more tokens in real time.
The question, then, is which companies stand to benefit from the expanding agentic AI market. And to answer that, we will turn to our list of the best agentic AI stocks to buy right now.
Our Methodology
To identify relevant stocks for this article, we used a stock screener and media reports to compile a list of U.S.-listed agentic AI companies. From this initial pool, we refined the selection to stocks with at least 20% upside potential. We then incorporated billionaire sentiment into our analysis, ranking the final list in ascending order based on the number of billionaires holding bullish positions in each stock as of Q4 2025.
Note: All data was extracted as of market close on May 12, 2026.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
11. Snowflake Inc. (NYSE:SNOW)
With more than 51.3% upside potential, Snowflake Inc. (NYSE:SNOW) secures its spot among the best agentic AI stocks to buy right now.
Amid that bullish backdrop, recent developments indicate Snowflake Inc. (NYSE:SNOW) is increasingly positioning itself at the forefront of enterprise AI infrastructure.
By bringing significant updates across Snowflake Intelligence and Cortex Code on April 21, 2026, Snowflake Inc. (NYSE:SNOW) furthered its push into the agentic AI era and reaffirmed its goal of becoming the enterprise AI control plane.
Following the upgrade, Snowflake Intelligence is now a personalized work agent that picks up on user behavior and automates workflows accordingly. At the same time, developers can now build and deploy apps directly within Snowflake Inc. (NYSE:SNOW)’s platform, while integrating with external ecosystems like AWS, Databricks, and Postgres. That was made possible by the expansion of Cortex Code into a complete AI builder layer.
These changes are part of a larger move away from data analytics and toward end-to-end AI orchestration, in which Snowflake Inc. (NYSE:SNOW) unifies enterprise systems, data, and tools into a single agent-driven ecosystem.
Snowflake Inc. (NYSE:SNOW) now has a greater capacity to help clients go beyond just AI testing tools and actually use them in real, large-scale business operations. New features, including Model Context Protocol connections, multi-step reasoning, reusable artifacts, and deep research tools, support this transition.
Looking ahead, Snowflake Summit 2026 will showcase how the company’s agentic AI vision is translating into enterprise adoption at scale. The conference will be held in San Francisco from June 1-4, 2026.
Snowflake Inc. (NYSE:SNOW) provides a cloud-based data platform that helps organizations store, manage, and share data across multiple public clouds. Its platform, called the Snowflake Data Cloud, supports diverse workloads including data engineering, analytics, machine learning, and secure collaboration.
10. Arista Networks, Inc. (NYSE:ANET)
With an upside potential of 29.8%, Arista Networks, Inc. (NYSE:ANET) remains a bullish pick among analysts. The stock, therefore, earns its place on our list of the best agentic AI stocks to buy right now.
Arista Networks, Inc. (NYSE:ANET) continues to draw investor attention amid strong underlying demand, which Founding CEO and Chairperson Jayshree Ullal said is at its peak level since she joined the company.
On May 5, 2026, Arista Networks, Inc. (NYSE:ANET) announced a solid start to FY2026 with first-quarter revenue of $2.71 billion, up 35.1% year-over-year and 8.9% sequentially. That top-line growth was driven by strong demand for cloud networking infrastructure, data centers, and artificial intelligence.
Analysts at Truist were moved by that top-line performance, raising the firm’s price target on the stock from $161 to $175 with a “Buy” rating. They viewed the post-Q1 sell-off as an attractive buying opportunity.
Arista Networks, Inc. (NYSE:ANET) demonstrated continued operating leverage despite supply chain and macro uncertainty, posting a record non-GAAP operating margin of 47.8% and non-GAAP EPS of $0.87. During the quarter, management placed a strong emphasis on driving the adoption of AI-driven networking solutions, including its new XPO high-density liquid-cooled pluggable optics, designed to increase AI infrastructure efficiency and reduce data center rack use by up to 75%.
Those efforts proved fruitful, with a net promoter score of 89, reflecting strong enterprise satisfaction and continued share gains in high-performance networking.
Looking ahead, Arista Networks, Inc. (NYSE:ANET) guided for Q2 2026 revenue of $2.8 billion, a non-GAAP operating margin of 46% to 47%, and a non-GAAP EPS of $0.88. Those projections point to steady growth and expanded profitability, with management saying demand is outpacing the company’s supply in 2026.
Arista Networks, Inc. (NYSE:ANET) is a computer hardware company that develops client-to-cloud networking solutions for AI, data center, campus, and routing environments.
9. Adobe Inc. (NASDAQ:ADBE)
With more than 28.7% upside potential, Adobe Inc. (NASDAQ:ADBE) secures its spot among the best agentic AI stocks to buy right now.
On May 6, 2026, Adobe Inc. (NASDAQ:ADBE) launched its new productivity agent within Acrobat, enabling users to chat with PDFs, extract key insights, and generate rich content, including presentations, podcasts, and social posts, directly from their documents.
The most significant part of the launch is PDF Spaces, an AI-powered workspace that turns static files into interactive, shareable experiences with customizable AI assistants that mirror the sender’s tone and intent. The agent auto-generates audio overviews and summaries while providing engagement analytics for senders.
With users opening over 400 billion and sharing over 200 million PDFs annually in Acrobat, the commercial runway appears significant. The agent is available across the newly introduced Acrobat Express and the broader Acrobat Studio tier.
This launch builds on Adobe Inc. (NASDAQ:ADBE)’s broader agentic momentum.
Last month at Adobe Summit, Adobe Inc. (NASDAQ:ADBE) introduced Adobe CX Enterprise, a new end-to-end agentic AI system designed to simplify how businesses manage their entire customer lifecycle, from acquiring and engaging prospects to driving conversions and building strong loyalty.
Thus, Adobe Inc. (NASDAQ:ADBE) appears to be steadily building AI-agent features across its ecosystem, showcasing its broader long-term platform strategy.
Adobe Inc. (NASDAQ:ADBE) is a provider of multimedia and digital marketing software such as Photoshop, Illustrator, and InDesign, among others. It also offers AI products such as Adobe Firefly and Adobe Sensei. The company was founded in 1982 and is headquartered in San Jose, California.
8. Intuitive Surgical, Inc. (NASDAQ:ISRG)
With an upside potential of 35.5%, Intuitive Surgical, Inc. (NASDAQ:ISRG) remains a bullish pick among analysts. The stock, therefore, earns its place on our list of the best agentic AI stocks to buy right now.
On April 21, 2026, Intuitive Surgical, Inc. (NASDAQ:ISRG) reported strong first-quarter results, exceeding Wall Street projections in both revenue and earnings, owing to continued global demand for its da Vinci robotic surgery systems used in minimally invasive treatments.
As reported on Reuters, Intuitive Surgical, Inc. (NASDAQ:ISRG) recorded revenue of $2.77 billion compared with the $2.62 billion forecast and adjusted EPS of $2.50, compared with $2.1 expected. Strong procedure momentum supported growth, with da Vinci procedures increasing by about 16% year-over-year as hospitals continued to reduce surgical backlogs and expand the use of robotic-assisted care across a wider range of procedures.
Despite a projected 1% tariff-related headwind, management raised its gross margin target to 67.5%-68.5% and increased its full-year outlook, now predicting 2026 da Vinci procedure growth of 13.5%-15.5%, slightly above previous guidance. The results strengthened Intuitive Surgical, Inc. (NASDAQ:ISRG)’s position as the industry leader in robotic-assisted surgery, despite growing competition following FDA approval of Medtronic’s Hugo, a Robotically Assisted Surgery (RAS) system.
On April 22, 2026, Piper Sandler reiterated its “Overweight” rating but lowered its price target on Intuitive Surgical, Inc. (NASDAQ:ISRG) from $620 to $580, citing broad compression in valuation multiples rather than a decline in fundamentals.
The results demonstrated ongoing execution strength, with an adjusted gross margin of 67.8%, higher than anticipated. That reflects the company’s steady procedure-driven growth and robust profitability.
Intuitive Surgical, Inc. (NASDAQ:ISRG) engages in the development, manufacturing, and marketing of da Vinci surgical systems and the Ion endoluminal system.
7. Oracle Corporation (NYSE:ORCL)
With an upside potential of 27.1%, Oracle Corporation (NYSE:ORCL) earns its place on our list of the best agentic AI stocks to buy right now.
Oracle Corporation (NYSE:ORCL) is solidifying its position as a major enabler of agentic AI in national security, with momentum growing across defense contracts and key deployments.
On May 1, 2026, a significant step toward establishing an AI-first military force came when the U.S. Department of Defense announced it would leverage Oracle’s cutting-edge AI capabilities within its classified networks.
The project is designed to improve data synthesis, situational awareness, and real-time decision-making across enterprise operations, intelligence, and warfighting by directly integrating generative and agentic AI into secure environments. Oracle Corporation (NYSE:ORCL) highlighted that the Department can scale AI models without vendor lock-in by using its network of ten government-dedicated cloud regions that support highly classified workloads, including Top Secret and Special Access Program workloads.
The partnership highlights Oracle Corporation (NYSE:ORCL)’s contribution to the deployment of AI in situations where operational precision is crucial.
That arrangement strengthens a defense footprint that is already growing.
Earlier this year, Oracle Corporation (NYSE:ORCL) was given an $88 million Cloud One task order from the Department of the Air Force, extending its involvement in defense cloud modernization until December 7, 2028. This contract strengthens Oracle’s capacity to operationalize autonomous decision systems by enabling the safe deployment of Oracle AI Database 26ai for agentic AI workflows.
Oracle Corporation (NYSE:ORCL) provides information technology-related products and services to enterprises through its main business segments: Cloud and License, Hardware, and Services. The company is based in Austin, Texas, and was founded in June 1977 by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates.
6. Salesforce, Inc. (NYSE:CRM)
With an upside potential of 48.0%, Salesforce, Inc. (NYSE:CRM) remains a bullish pick among analysts. The stock, therefore, earns its place on our list of the best agentic AI stocks to buy right now.
In an effort to demonstrate that artificial intelligence can spur growth, Salesforce, Inc. (NYSE:CRM) is rewriting its investor narrative around agentic AI, signaling a broader strategic shift.
On May 1, 2026, Salesforce, Inc. (NYSE:CRM) stated that, in order to align disclosures with its AI-driven “agentic enterprise” goal, the company implemented a new FY27 revenue-reporting methodology, which divides the total revenue base into two segments: Agentforce Apps and Data 360, Platform, & Other. According to revised FY26 results, of the $39.39 billion total subscription and support revenue, $26.70 billion came from Agentforce Apps and $12.69 billion from Data 360, Platform, & Other.
Despite those efforts, Salesforce, Inc. (NYSE:CRM) is yet to regain investor confidence amid AI-disruption fears.
In February, the company projected FY27 revenue of $45.8 billion to $46.2 billion, slightly below Wall Street estimates. That was indicative of weak enterprise software spending trends, which Citi reiterated in its recent note.
On May 12, 2026, the firm said customers appear to be taking longer to close deals and spending more cautiously when renewing contracts. Accordingly, the firm cut its price target on Salesforce, Inc. (NYSE:CRM) from $200 to $188 and maintained a “Neutral” rating. The stock is down over 30% so far in 2026.
Salesforce Inc. (NYSE:CRM) is a global enterprise software company that provides customer relationship management (CRM) and cloud-based business applications across sales, service, marketing, commerce, and data analytics. Its Customer 360 platform, powered by data tools and trusted AI, enables organizations to unify customer data and drive personalized engagement.
5. ServiceNow, Inc. (NYSE:NOW)
With an upside potential of 57.3%, ServiceNow, Inc. (NYSE:NOW) earns its place on our list of the best agentic AI stocks to buy right now.
Photo by Andrea De Santis on Unsplash
As of May 5, 2026, ServiceNow, Inc. (NYSE:NOW) has expanded its partnerships with Microsoft Corporation and NVIDIA Corporation with the goal of strengthening governance and orchestration of enterprise AI agents.
On May 5, 2026, at the Knowledge 2026 conference, ServiceNow announced the introduction of Project Arc, an autonomous desktop agent capable of writing code, executing multi-step tasks, and adapting to enterprise applications without predefined workflows. The system, controlled by ServiceNow, Inc. (NYSE:NOW)’s AI Control Tower and protected by NVIDIA’s OpenShell runtime, extends agentic AI governance from workstations to data center settings.
Meanwhile, ServiceNow, Inc. (NYSE:NOW)’s autonomous agents are now deeply embedded within Microsoft Agent 365, with the extension of AI Control Tower’s existing governance across Azure-backed Microsoft Foundry and Copilot Studio to Microsoft Agent 365’s AI agent ecosystem.
With ServiceNow, Inc. (NYSE:NOW) serving as the orchestration and governance layer, the upgrades collectively indicate a move away from assistive AI and toward completely autonomous enterprise workflows.
The company’s agentic AI strategy appears to be a critical driver of its growth narrative.
By 2030, ServiceNow, Inc. (NYSE:NOW) expects to generate over $30 billion in subscription income, which implies a 17.5% CAGR. Now Assist, the company’s flagship AI offering, is projected to contribute over 30% of annual contract value.
Analysts share that optimism, with RBC emphasizing ServiceNow’s presence in agentic AI as a major driver of future development. As of May 5, 2026, RBC Capital maintained an “Outperform” rating with a $121 price target.
ServiceNow, Inc. (NYSE:NOW) provides cloud-based and AI-embedded end-to-end workflow automation solutions for enterprises. The company is located in Santa Clara, California, and was founded in June 2004 by Frederic B. Luddy.
4. NVIDIA Corporation (NASDAQ:NVDA)
With an upside potential of 19.0%, NVIDIA Corporation (NASDAQ:NVDA) remains a bullish pick among analysts. The stock, therefore, earns its place on our list of the best agentic AI stocks to buy right now.
As of May 12, 2026, NVIDIA Corporation (NASDAQ:NVDA) continues to position itself strongly as the infrastructure and governance backbone for enterprise agentic AI deployment.
At SAP Sapphire on May 12, 2026, NVIDIA Corporation (NASDAQ:NVDA) and SAP announced an expanded collaboration aimed at bringing enterprise-grade trust and governance to specialized AI agents. NVIDIA Corporation (NASDAQ:NVDA)’s OpenShell, an open-source runtime for securely developing and deploying autonomous AI agents, is being embedded into SAP Business AI Platform, with SAP engineers co-developing the project alongside NVIDIA. OpenShell delivers isolated execution environments, policy enforcement at the filesystem and network layers, and infrastructure-level containment, a foundational layer of trust for agents operating across finance, procurement, supply chain, and manufacturing workflows.
Additionally, NVIDIA Corporation (NASDAQ:NVDA)’s NemoClaw agent blueprint will be available directly in Joule Studio, SAP’s environment for building end-to-end enterprise agents, giving development teams a structured path from build to trusted production deployment.
This builds on NVIDIA Corporation (NASDAQ:NVDA)’s April 28, 2026, launch of Nemotron 3 Nano Omni, an open multi-modal reasoning model unifying vision, audio, and language into a single system, delivering up to 9x higher throughput than comparable open omni models. The model, already adopted by Palantir, Foxconn, and DocuSign among others, topped six leaderboards for document intelligence and audio-video understanding, strengthening NVIDIA’s influence across the broader agentic AI market.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
3. Alphabet Inc. (NASDAQ:GOOGL)
With an upside potential of 7.8%, Alphabet Inc. (NASDAQ:GOOGL) earns its place on our list of the best agentic AI stocks to buy right now.
Alphabet Inc. (NASDAQ:GOOGL) appears to be expanding its role as a foundational infrastructure provider within the growing AI ecosystem.
On May 5, 2026, Reuters reported that Anthropic plans to spend $200 billion over five years with Google Cloud, underscoring the scale of demand for AI infrastructure. The agreement includes multi-gigawatt access to Google’s tensor processing units (TPUs) in partnership with Broadcom, with Anthropic estimated to represent more than 40% of Google Cloud’s revenue backlog.
That deal further deepens the partnership between Alphabet Inc. (NASDAQ:GOOGL) and Anthropic, with Alphabet already committing $40 billion in April toward a strategy spanning AI models, chips, and cloud infrastructure.
That soaring demand for AI infrastructure drove Alphabet Inc. (NASDAQ:GOOGL)’s Q1 2026 performance, with rapid adoption of AI and cloud infrastructure by businesses, taking Google Cloud revenue up 63% year-over-year to $20 billion. Management also reported significant growth in the number of orders and customer commitments.
Alphabet Inc. (NASDAQ:GOOGL) is a holding company that operates Google services such as search engines, ad platforms, Internet browsers, devices, mapping software, app stores, video streaming, and more. The company also offers cloud infrastructure and platform services, collaboration tools, and other services for enterprise customers, as well as healthcare-related services and internet services.
2. Microsoft Corporation (NASDAQ:MSFT)
With an upside potential of 37.3%, Microsoft Corporation (NASDAQ:MSFT) remains a bullish pick among analysts. The stock, therefore, earns its place on our list of the best agentic AI stocks to buy right now.
Microsoft Corporation (NASDAQ:MSFT) is accelerating its transition toward agentic artificial intelligence systems that extend beyond conversational tools into autonomous enterprise execution layers, as reflected in a series of product and partnership announcements.
Microsoft Corporation (NASDAQ:MSFT) previously introduced Copilot Cowork through its Frontier program. Then, on May 5, 2026, the company announced additional capabilities, positioning it as an execution-focused evolution of Microsoft 365 Copilot.
The system enables users to delegate complete workflows rather than prompts, allowing AI agents to plan, execute, and deliver outcomes across enterprise applications. Built on Work IQ, Cowork incorporates organizational context, reusable skills for standardized workflows, and plugin-based integrations across Microsoft and third-party systems, while also extending functionality to iOS and Android for mobile task delegation.
Meanwhile, the latest quarter showed that Microsoft Corporation (NASDAQ:MSFT) is translating enterprise AI adoption into significant commercial scale across its growing agentic AI ecosystem.
Microsoft Corporation (NASDAQ:MSFT)’s fiscal Q3 2026 earnings, released on April 29, 2026, reflected continued momentum across cloud and AI, with revenue reaching $82.9 billion and Azure growing 40% year-over-year. The company’s AI business surpassed a $37 billion annual revenue run rate, up 123% year-over-year.
On the agentic AI front, management noted on the Q3 2026 earnings call that nearly 90% of Fortune 500 companies now have active AI agents built with Copilot Studio, while tens of thousands of organizations manage tens of millions of agents via Agent 365. CEO Satya Nadella framed Agent 365 as a control plane extending enterprise governance, identity, and security frameworks to AI agents across organizations.
Monetization trends continued to strengthen during the quarter, with Microsoft 365 Copilot paid seats surpassing 20 million and LinkedIn’s agentic recruiting products exceeding a $450 million annualized revenue run rate.
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide. Its flagship products include Windows, Microsoft 365, Azure, LinkedIn, and Xbox.
1. Amazon.com, Inc. (NASDAQ:AMZN)
With an upside potential of 18.5%, Amazon.com, Inc. (NASDAQ:AMZN) earns its place on our list of the best agentic AI stocks to buy right now.
Amazon.com, Inc. (NASDAQ:AMZN) continues to expand its role in agentic AI through AWS, as enterprises increasingly build autonomous systems on its cloud platform.
On April 28, 2026, one such enterprise, Sage, announced an expanded collaboration with Amazon.com, Inc. (NASDAQ:AMZN)’s AWS to embed agentic AI across financial workflows for small and medium-sized businesses. That partnership will enable AI agents to automate tasks such as payroll, cash flow management, and compliance by integrating Sage’s AI-powered financial software with Amazon Bedrock AgentCore. The development reinforces AWS’s role as a key infrastructure layer for agentic AI, providing the tools, compute, and infrastructure needed to scale intelligent systems across industries.
AWS’s role in agentic AI was further highlighted on April 20, 2026, when NEURA Robotics announced a strategic collaboration with AWS focused on physical AI. Under the collaboration, AWS will serve as the primary cloud provider for the Neuraverse platform, supporting AI training, real-time data processing, and data sharing across robot fleets.
The Bedrock AgentCore momentum was seen growing in Q1 2026, when the agentic platform’s usage grew 170% quarter-over-quarter. During the same period, Kiro, an agentic coding tool, saw the number of developers more than double from the previous quarter, with enterprise customer usage increasing nearly tenfold.
Amazon.com, Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks.
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