Adobe Stock And 2 AI Software Picks For Long Term Growth

Artificial intelligence sits at the center of almost every market conversation right now, even as investors weigh energy driven inflation risks, higher sovereign yields and shifting central bank signals. While oil prices, bond markets and inflation data keep grabbing headlines, the companies building the chips, software, models and cloud tools behind this AI wave are where many investors are searching for long term growth stories. This AI Stocks screener focuses on businesses directly connected to the ChatGPT and AI build out. In this article you will see three of the candidates highlighted from that list.

Adobe (ADBE)

Overview: Adobe is a US technology company that builds the creative and marketing software behind much of the world’s digital content, from Photoshop and Premiere Pro for professionals to cloud tools that help enterprises design, analyze and optimize customer experiences. It sells subscriptions and services to a wide range of users, including creatives, marketers, businesses and large global corporations.

Operations: With no business segment data provided, the available figures show Adobe generating US$14.8b from segment adjustments and geographic revenue spread across Europe, Middle East and Africa at US$6.8b and Asia-Pacific at US$3.6b.

Market Cap: US$88.9b

Adobe sits at the intersection of creative software and applied AI, embedding tools like Firefly into workflows that many enterprises already rely on, while growing AI-first annual recurring revenue to more than US$500m. For investors, the interest lies in a mix of high margins, strong cash generation and a P/E that is currently well below many software peers, along with partnerships and acquisitions that aim to deepen its AI capabilities. At the same time, slowing earnings momentum, leadership changes and insider selling highlight execution and governance risks that cannot be ignored. What matters now is how Adobe turns heavy AI investment and a large free user base into durable, paid growth in the years ahead.

Adobe’s AI driven subscription engine, high margins and lower P/E hint that investors may be missing the fuller picture of its trade off between growth and governance. Get the 4 key rewards and 1 important warning sign

Cellebrite DI (CLBT)

Overview: Cellebrite DI provides software and services that help law enforcement agencies, governments and corporations legally access, analyze and manage digital evidence from phones, computers, cloud services and other connected devices across complex criminal and security investigations.

Operations: Cellebrite DI generates about US$496.4m in revenue from Internet Software & Services, reflecting its focus on digital investigation and forensics platforms.

Market Cap: US$4.0b

Investors looking at AI related software may consider Cellebrite DI as a case study in digital forensics and investigative intelligence. The company reports over 7,000 customers, rising adoption of its Genesis AI platform and FedRAMP High authorization, which can enable access to more US federal cloud contracts. The business has recently reported profitability and a subscription heavy model can add revenue visibility. At the same time, the stock trades at a premium P/E and the business relies heavily on US federal spending and continuous R&D to keep pace with device security and privacy regulation. The balance between growth opportunities, concentration risk and high expectations is a key consideration when evaluating Cellebrite DI.

Cellebrite DI’s shift to profitability and AI driven Genesis platform is often framed as a simple growth story, but the real tension lies in how expectations compare with its premium P/E. Get the full analysis report for Cellebrite DI

ServiceNow (NOW)

Overview: ServiceNow provides cloud software that helps large organizations run critical workflows, from IT support and cybersecurity to HR, customer service and finance. The company is increasingly layering AI on top so routine tasks can be automated and complex processes monitored in one place.

Operations: ServiceNow generates about US$14.0b in revenue from Internet Software & Services, with roughly US$8.3b from the United States and the remainder mainly from EMEA and Asia Pacific.

Market Cap: US$111.1b

ServiceNow is attracting attention because it sits where enterprise workflows and AI governance meet, helping large customers control how AI runs across IT, security and HR rather than just selling another app. The stock trades on a high P/E and relies on external borrowing. Analysts expect strong earnings and revenue growth, supported by partnerships with companies such as Microsoft, Google, Nvidia and Accenture, and by a subscription model that investors often associate with resilience. There is also a sizeable buyback and meaningful insider selling. This combination of business quality, valuation debate and governance questions means ServiceNow is a company many investors may watch closely and assess carefully.

ServiceNow’s high P/E, heavyweight partners and AI workflow focus suggest a story that many investors may only see half of. The real twist might sit inside the analyst forecasts for ServiceNow

The three AI stocks in this article are only a starting point, with the full Artificial Intelligence/ AI Stocks screener uncovering 659 more companies whose AI driven stories could be just as compelling. Use Simply Wall St to identify the specific catalysts, business models and AI narratives that matter to you so you can analyze and prioritize the highest conviction opportunities from that wider universe.

Take Control of Your Investment Journey

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Seeking Alternatives Beyond These AI Stocks?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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