In this piece, we discuss the 15 Stocks That Will Benefit From AI.

It is a strange paradox: Sam Altman, the face of OpenAI, warns of an AI bubble as his business approaches a staggering $500 billion valuation. If this is what a bubble looks like, it is unlike anything we have seen before. In contrast to the urgent funding rounds of previous tech manias, the wealth streaming into AI now appears to be a deliberate investment in an ongoing platform transformation.

Altman’s caution comes with a grin. In the same breath that he advises against unrealistic expectations, he nonchalantly mentions OpenAI spending trillions of dollars on data centers. Microsoft and Meta, too, are investing tens of billions in AI infrastructure. These aren’t whimsical wagers. They are strategic moves by firms that see AI as the next great computing platform, similar to the internet and mobile before it.

The adoption stats back this up. The use of reasoning models is growing rapidly, and AI workloads could account for more than 80% of worldwide computing by 2030. Yes, some valuations appear to be stretched, and some firms are overhyped. However, infrastructure investment on this scale is not about chasing immediate returns; rather, it is about establishing the foundation of an economy that is increasingly shaped by intelligent systems.

For investors, the message is clear: not all AI stocks will succeed, but those related to infrastructure, adoption, and real-world implementation will benefit the most.

With this backdrop in mind, let us proceed to our pick of the 15 Stocks That Will Benefit from AI.

Our Methodology

To curate our list of the 15 Stocks That Will Benefit From AI, we used the Finviz screener to extract a list of AI Enablers (companies involved in developing AI models, chips, and cloud infrastructure) and AI Adopters (companies that are leveraging AI for efficiency and innovation) with strong EPS growth estimates for the next year. Next, we ranked these stocks in ascending order based on the number of hedge funds holding stakes in them, as of Q2 2025. We relied on Insider Monkey’s hedge fund database, which tracks over 1,000 hedge funds.

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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

15. Kyndryl Holdings, Inc. (NYSE:KD)

EPS Next Year: 65.76%               

Number of Hedge Fund Holders: 39

With a strong EPS growth estimate for the next year and significant hedge fund interest, Kyndryl Holdings, Inc. (NYSE:KD) secures a spot on our list of the 15 Stocks That Will Benefit From AI.

On August 18, 2025, Kyndryl Holdings, Inc. (NYSE:KD) reinforced its position as a leader in technological services by signing the White House’s Pledge to America’s Youth: Investing in AI Education. The effort, which is supported by over 60 U.S. organizations, is consistent with President Trump’s objective of expanding AI instruction nationwide.

With this promise, Kyndryl and the Kyndryl Foundation will work with the White House Task Force on Artificial Intelligence Education to increase AI learning opportunities for K-12 students. CEO Martin Schroeter stressed Kyndryl Holdings, Inc. (NYSE:KD)’s role in building the future workforce, emphasizing the need to provide students with the necessary AI skills and confidence to thrive in the digital age.

Kyndryl Holdings, Inc. (NYSE:KD) is a global technology services company that provides cloud, artificial intelligence, security, and IT infrastructure solutions to industries worldwide, including banking, healthcare, telecom, retail, and government. It is on our list of the Best AI Stocks.

14. Wayfair Inc. (NYSE:W)

EPS Next Year: 97.31%

Number of Hedge Fund Holders: 43

Wayfair Inc. (NYSE:W) is one of the 15 Stocks That Will Benefit From AI.

On August 20, 2025, Jefferies raised its price target on Wayfair Inc. (NYSE:W) from $74 to $91 while retaining a Buy rating, citing improved customer sentiment toward the online home goods firm. Morning Consult survey results showed that sharper pricing enhanced shoppers’ perception of value in Wayfair’s marketplace, resulting in record levels of buy intent.

In light of this progress, Jefferies reaffirmed its sales and EBITDA expectations for 2025 and 2026, which are above consensus. The new price target is a 23% rise over the firm’s previous estimate, indicating rising confidence in Wayfair Inc. (NYSE:W)’s ability to capture demand in a competitive retail environment.

Wayfair Inc. (NYSE:W) is a global e-commerce company that sells furniture, décor, housewares, and home renovation products under several names, including Wayfair, AllModern, Birch Lane, and Perigold. It is on our list of the Best AI Stocks.

13. SentinelOne, Inc. (NYSE:S)

EPS Next Year: 73.55%               

Number of Hedge Fund Holders: 44

With a strong EPS growth estimate for the next year and significant hedge fund interest, SentinelOne, Inc. (NYSE:S) secures a spot on our list of the 15 Stocks That Will Benefit From AI.

On August 12, 2025, Cantor Fitzgerald restated its Overweight rating and $24 price target for SentinelOne, Inc. (NYSE:S), ahead of its Q2 fiscal 2026 earnings on August 28. The firm emphasized SentinelOne’s strong enterprise adoption, platform expansion, and an expected increase in Net New Annual Recurring Revenue (NNARR).

This confidence comes despite previous challenges— SentinelOne, Inc. (NYSE:S) reduced FY2026 revenue projection by 1% and failed FactSet NNARR and billings estimates in Q1 due to contract delays and spending freezes. Cantor acknowledged execution risks and obstacles in Endpoint Detection and Response, but cited the company’s 28% sales increase over the previous year as evidence of resiliency in a competitive cybersecurity context.

SentinelOne, Inc. (NYSE:S) is a global cybersecurity provider whose AI-powered Singularity Platform automates threat prevention, detection, and response across endpoints, cloud workloads, and identities, allowing for seamless protection against emerging cyber threats. It is on our list of the Best AI Stocks.