3 Australian AI Stocks With Up To 52% Earnings Growth

Australian inflation has eased according to recent gauges, yet it remains above target, so interest rates still matter for every asset you hold. That keeps attention on companies tied to real productivity gains rather than cheap money. Artificial intelligence stocks fit that story for many investors. This article highlights three Australian listed AI related stocks from our screener that aim to turn this global shift into earnings power.

The stocks below are just a starting sample from this theme. The full screen surfaced 17 more companies tied to AI and ChatGPT related demand with equally compelling stories that are not covered here. To identify and analyze the highest conviction opportunities in this space, head straight to the Artificial Intelligence/ AI Stocks screener.

SEEK (ASX:SEK)

Overview: SEEK is an online employment marketplace that connects employers with job seekers across Australia, New Zealand and several international markets. Its core Advanced job ads, Talent Search and JobAdder platform use AI driven matching, targeting and recommendations to improve hiring outcomes. Beyond job listings, SEEK also provides tools like SEEK Pass for verified candidate credentials and Sidekicker for on demand labour across multiple industries.

Operations: SEEK generates most of its revenue from Employment Marketplaces in ANZ at A$945.4 million, with a smaller but growing contribution from Employment Marketplaces in Asia at A$253.5 million. This is supported by significant exposure to Australia at A$930 million and South east Asia and Hong Kong at A$254.3 million.

Market Cap: A$5.2b

SEEK provides exposure to the AI side of recruitment, where algorithms power Advanced job ads, Talent Search and credential checks rather than just serving as a basic job board. The opportunity is that these AI tools could help lift yield and engagement across a A$1,284.2 million revenue base while Asia remains under penetrated. However, the latest year also shows a net loss of A$371.3 million and a dividend that is not well covered by earnings. For a clearer view on the balance between AI expansion, debt levels and the shift to freemium in Asia, it is useful to review SEEK’s broader financials and risk profile.

SEEK’s AI hiring engine sits on a A$1,284.2 million revenue base, yet a A$371.3 million net loss and thin dividend cover leave big questions. Get the full story in the 2 key rewards and 2 important warning signs

Xero (ASX:XRO)

Overview: Xero is a cloud based accounting and payments platform for small and medium sized businesses, where the clearest AI and ChatGPT link comes through Syft, which uses AI to turn raw accounting data into reports, forecasts, dashboards and consolidated views, alongside automated reconciliations and smart reporting built into the wider Xero ecosystem.

Operations: Xero generates NZ$2.8b in revenue from providing online solutions for small businesses and their advisors, spread across markets including Australia, New Zealand, the United Kingdom, the United States and the Rest of World.

Market Cap: A$14.1b

Xero gives you a front row seat to how AI can reshape day to day accounting, from Syft’s AI generated insights and JAX’s ChatGPT and Microsoft 365 integrations, through to agent driven automation in Melio’s payments network. The company’s high gross margins and cloud delivery model help support this AI investment, yet current profit margins of 6.1% and a high P/E multiple leave little room for disappointment if adoption is slower than hoped. That mix of AI rich product momentum, fresh leadership focused on the US, and premium expectations makes Xero a stock where the details on earnings quality, cash flows and execution around new AI features really matter.

Xero’s AI rich accounting engine and high gross margins are already in play, yet the current 6.1% profit margin and premium P/E hint there is more under the hood. See how the story really stacks up in the analysis report for Xero

CAR Group (ASX:CAR)

Overview: CAR Group runs online vehicle classifieds and marketplaces across Australia, Latin America, Asia and North America, and is building out AI powered valuation, appraisal and vehicle inspection tools and data analytics that it sells as software and data services to car dealers and manufacturers. These AI and data products sit alongside its core advertising and listings business, which still drives most of its revenue.

Operations: CAR Group generates most of its revenue in Australia at A$517.6 million, with sizeable contributions from North America at A$326.9 million, Latin America at A$252.9 million, Asia at A$144.8 million, and A$11.2 million from its investments segment.

Market Cap: A$10.5b

CAR Group provides exposure to a profitable online marketplace that is integrating AI into the car buying and selling process through valuation engines, inspection automation and dealer analytics, while still relying on a large advertising and classifieds base. Revenue of A$1,253.43 million and net income of A$313.69 million for FY2026 indicate there is scale to fund those AI projects. However, high debt and a dividend that is not fully covered by earnings mean investors may need to watch capital allocation closely. With low penetration in large markets such as Brazil and South Korea and ongoing investment in AI tools flagged on recent calls, the key consideration is how much of any future expansion benefits shareholders compared with the amount required to fund the next phase of growth.

CAR Group’s expanding AI tools sit on A$1,253.43 million in revenue and A$313.69 million in net income. However, high debt and dividend cover could be masking the real trade off. Get the full picture in the 4 key rewards and 2 important warning signs

Curious About Alternative Stock Paths?

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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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