In this article, we will discuss: 12 AI Stocks That Will Skyrocket. Click here for the 5 AI Stocks That Will Skyrocket.
In an appearance on CNBC’s Market Movers, the network’s Seema Mody commented on the recent trend in the AI industry where executives at the top companies are being shuffled. Over the past couple of months, several high-profile executives in the software companies have departed. These include Workday, which announced on February 9th that its CEO Carl Eschenbach would step aside and co-founder Aneel Bhusri would take over instead; MongoDB’s president of field operations, Cedric Pech, and chief revenue officer Paul Capombassis leaving; and Adobe’s CEO, Shantanu Narayen, leaving the firm after 18 years. Commenting on the trend, Mody outlined that companies were preferring leaders with technological experience.
According to her, “someone who has deep technological experience is what these boards really want.” Quoting ServiceNow CEO Bill McDermott, Mody commented that he had outlined that “this is a time of business reinvention and that the stakes are really high.” She went on to add that while the conversation was focused on the C-Suite, Palantir CEO Alex Karp believes that changes will occur “across the workforce.”
Our Methodology
To curate our list of the 12 AI stocks that will skyrocket, we first made a list of all AI stocks recommended by reputable websites. The stocks were then ranked by the number of sites that had recommended them. Then, once the stocks with two or more recommendations were exhausted, we ranked the remaining stocks by the number of hedge funds that had held them during Q4 2025.
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).
12 AI Stocks That Will Skyrocket
12. ASML Holding N.V. (NASDAQ:ASML)
Number of Hedge Fund Holdings: 101
Financial firm UBS discussed chip manufacturing equipment giant ASML Holding N.V. (NASDAQ:ASML)’s shares on March 10th. It reiterated a Buy rating and a €1,500 price target. On the same day, TD Cowen also discussed the firm. It kept a $1,500 share price target and a Buy rating. ASML Holding N.V. (NASDAQ:ASML)’s dominance in the lithography technology industry played a role in the coverage, as TD Cowen named the firm a top European investment pick. Lithography is one of several stages in the chip manufacturing process, and ASML Holding N.V. (NASDAQ:ASML) is the only company in the world capable of making machines capable of extreme ultraviolet lithography.
Bank of America discussed ASML Holding N.V. (NASDAQ:ASML)’s shares on March 5th. It raised the share price target to $1,886 from $1,868 and kept a Buy rating on the stock. As per BofA, the coverage was part of its raising estimates for the sector due to tight capacity in the foundry and memory industries.
ASML Holding N.V. (NASDAQ:ASML) Dutch company that makes and sells machines that are used to manufacture semiconductors. It is headquartered in Veldhoven, Netherlands.
11. Meta Platforms Inc (NASDAQ:META)
Number of Hedge Fund Holdings: 256
Social media Meta Platforms Inc (NASDAQ:META) might be on its way to lay off a large number of employees, according to a report from Reuters quoted by multiple publications. According to the details, the layoffs could affect as much as 20% of the firm’s workforce. However, a Meta Platforms Inc (NASDAQ:META) spokesperson called the reports “speculative reporting about theoretical approaches.”
On March 5th, Arete downgraded Meta Platforms Inc (NASDAQ:META)’s shares to Neutral from Buy. It also cut the share price target to $676 from $732 and noted that worries about the firm’s extensive capital expenditure in the AI era could affect the firm’s profitability. Arete added that even though Meta Platforms Inc (NASDAQ:META) was aggressively investing in AI infrastructure capabilities, its revenue growth was not matching the trend. Consequently, the firm cautioned that the technology company’s margins could be affected as a result. Meta Platforms Inc (NASDAQ:META)’s capital expenditures have worried investors as well; however, some commentators like CNBC’s Jim Cramer believe that the spending is justified to preserve the firm’s moat in the social media industry.
Meta Platforms Inc (NASDAQ:META) is one of the largest social media companies in the world. It is known for its Facebook, Instagram, and WhatsApp platforms.
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