3 AI Stocks Retail Investors Are Watching In Enterprise Software

The AI Stocks screener targets companies tied directly to the ChatGPT and broader artificial intelligence shift, from semiconductors and chips to software, LLMs, cloud and digital transformation. With investors watching noisy signals on growth, inflation and trade across the US, Europe and Asia, this theme focuses on businesses at the heart of a structural technology change rather than a single region or sector. The screener helps you filter a crowded field to find liquid, clearly AI linked stocks. Below, the article highlights 3 stocks from this AI Stocks screener that may warrant closer research.

UiPath (PATH)

Overview: UiPath is an automation software company that helps businesses use AI agents and software robots to handle repetitive digital tasks, so employees can focus on higher value work. Its platform is used across finance, healthcare, manufacturing, retail, and government to coordinate people, AI models, and robots in a single workflow.

Operations: UiPath generates about US$1.7b in annual revenue primarily from Software & Programming, with key markets including the United States, Europe, the Middle East and Africa, and the wider Americas.

Market Cap: US$5.5b

UiPath stands out in AI because it is already tying agentic AI to real automation workloads, with partnerships such as Microsoft, Deloitte, Databricks, and major enterprises like The Very Group and One NZ showing how customers are using the platform in practice. The company is now profitable and carries a P/E around 16.1x that is below many software peers. It has also been repurchasing shares, which can support per share metrics if sustained. At the same time, investors need to weigh slower forecast revenue growth, FX headwinds, and a SaaS transition that management itself expects to be a drag. The key question is whether UiPath’s growing cloud ARR and agentic products can offset these pressures and justify analysts’ higher value estimates.

UiPath’s share buybacks, profitability and P/E around 16.1x suggest there may be more to the story than the market is currently reflecting. Compare that picture against analysts’ expectations with the analyst forecasts for UiPath to see what might be missing.

C3.ai (AI)

Overview: C3.ai is an enterprise software company that helps large organizations build and run artificial intelligence applications, offering tools and ready made solutions that connect to corporate data, generate insights, and automate workflows. Its platform is used across industries such as manufacturing, energy, defense, and government to support complex AI projects at scale.

Operations: C3.ai generates about US$250.3m in annual revenue primarily from Software & Programming, with most revenue coming from the United States and the rest spread across Europe, the Middle East and Africa, North America outside the US, and smaller contributions from the Asia Pacific and other regions.

Market Cap: US$1.3b

C3.ai sits at the center of enterprise AI projects, with an agentic AI platform, industry specific applications, and partnerships with Microsoft, AWS, Google Cloud, McKinsey, and Baker Hughes giving it access to large customers that often struggle to get AI out of the pilot phase. At the same time, the company is reporting revenue decline, margin pressure, ongoing operating losses and relies heavily on partner led sales, while shareholders are facing dilution, high executive pay and recent insider selling. For investors, the tension between a broadening deployment footprint and persistent unprofitability, plus analyst expectations for only modest share price upside, is where the real story begins rather than ends.

C3.ai’s expanding enterprise reach could be masking a very different risk reward profile than headline losses suggest, and the next move may depend on one overlooked factor in the analysis report for C3.ai

SAP (XTRA:SAP)

Overview: SAP is a global enterprise software company that helps large organizations run core functions such as finance, supply chain, HR, procurement and customer operations on integrated cloud platforms, increasingly with AI tools built in to automate decisions and workflows.

Operations: SAP generates about €37.3b in annual revenue, with roughly €33.4b from Applications, Technology & Support and €3.9b from Core Services, and meaningful contributions from the United States, Germany and the wider EMEA and Asia Pacific regions.

Market Cap: €150.4b

Investors watching AI infrastructure plays may find SAP interesting because it sits inside mission critical systems that already run finance, logistics and HR for many large enterprises, and is now weaving AI into those daily processes through its Business AI, Autonomous Enterprise platform and dozens of planned Joule assistants and autonomous agents. Recent results show double digit constant currency revenue growth and rising net margins, and the stock is currently assessed as trading below some fair value estimates, with earnings growth ahead of the wider Software industry. The flip side is funding risk from reliance on external borrowing and some margin pressure from acquisitions, so the key consideration is whether SAP’s cloud and AI strategy can justify that valuation gap while managing these trade offs.

SAP’s accelerating push into cloud and Business AI is only half the story; the other half lies in how markets are treating its valuation gap and earnings profile in the analysis report for SAP

The three AI stocks in this article are only a starting point, with the full Artificial Intelligence/ AI Stocks screener surfacing 665 more companies that each carry their own potentially compelling AI narrative across chips, software, cloud and agentic tools tied to the ChatGPT shift. Use Simply Wall St to explore that broader universe, identify the specific catalysts that matter to you, and analyze which AI stocks best align with your highest conviction ideas.

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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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