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    AI Stocks With Real Revenue Behind The ChatGPT Buildout

    Simply Wall St·07/26/2026 20:13:09
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    Artificial intelligence is becoming a core ingredient in everything from chips and cloud to software and large language models, while energy costs, inflation questions and uneven growth across regions keep markets on edge. For many investors, the challenge is working out which AI stocks are most directly tied to this ChatGPT and AI build out, rather than just talking about it. This AI Stocks screener focuses on companies at the heart of semiconductors, infrastructure and AI tools, and the article will highlight 3 of the strongest candidates from that list for further research.

    Trend Micro (TSE:4704)

    Overview: Trend Micro is a Tokyo based cybersecurity company that provides AI powered protection across cloud, endpoints, email, networks and identities, helping enterprises and consumers secure their systems and data across Japan, the Americas, Europe and the Asia Pacific.

    Operations: Trend Micro generates revenue across Japan (¥87,873m), Asia Pacific (¥77,088m), Europe (¥65,128m) and the Americas (¥55,822m), with a small segment adjustment of ¥3,574m.

    Market Cap: ¥813.5b

    Trend Micro stands out in the AI security theme because it is embedding Anthropic’s Claude models into its TrendAI platform to speed up threat detection, virtual patching and AI governance, while running a largely enterprise focused, high recurring revenue model. Analysts highlight earnings growth and note current and forecast ROE above 30%. The stock trades only slightly above its estimated fair earnings multiple and has underperformed the wider JP Software industry. At the same time, investors need to weigh issues in its consumer business, reliance on external funding and board independence concerns. The interaction between AI partnerships, share buybacks and governance trade offs may represent a key area of opportunity or risk for Trend Micro.

    Trend Micro’s high recurring enterprise model and AI partnership with Anthropic could be a powerful mix, but the real story sits in the 2 key rewards and 1 important warning sign

    TSE:4704 P/E Ratio as at Jul 2026
    TSE:4704 P/E Ratio as at Jul 2026

    WingArc1st (TSE:4432)

    Overview: WingArc1st is a Japanese software company that helps businesses design, output and manage forms in the cloud, digitize documents using AI powered OCR, and turn company data into dashboards and apps through platforms like Dr.Sum and MotionBoard.

    Operations: WingArc1st generates all of its revenue, totaling approximately ¥31,437m, from its Data Empowerment Business in Japan.

    Market Cap: ¥98.4b

    WingArc1st may be worth a closer look for investors seeking exposure to data and AI tools at a valuation that still reflects some caution, with the stock trading below one valuation estimate and on a P/E lower than many peers. Earnings growth has been steady, with net profit margins around 21%. Management has recently approved a buyback of up to 3.45% of shares, indicating a focus on shareholder returns and capital efficiency. At the same time, returns on equity are only in the mid teens and the company relies entirely on external borrowing for its liabilities, so funding quality and execution are important considerations. The full picture lies in how these fundamentals and capital decisions evolve over time.

    WingArc1st’s steady earnings and share buyback plan could be masking a bigger story about how its data and AI tools are valued. For the full picture, see the analysis report for WingArc1st

    TSE:4432 P/E Ratio as at Jul 2026
    TSE:4432 P/E Ratio as at Jul 2026

    Appier Group (TSE:4180)

    Overview: Appier Group is an AI native SaaS company that helps brands use machine learning to improve digital advertising, personalize customer experiences and turn fragmented customer data into actionable insights across ecommerce, finance, gaming, auto and retail.

    Operations: Appier Group generates all its ¥46,487m in revenue from its AI SaaS Business, primarily across Northeast Asia at ¥31,579m, with additional contributions from the US and EMEA at ¥9,095m, the Greater China Region at ¥4,586m and Southeast Asia at ¥1,227m.

    Market Cap: ¥86.99b

    Appier Group provides focused exposure to AI driven marketing and data tools. Recent quarters show improving profitability on rising revenue, while current net margins are 5.6% and ROE is 6.9%. This is relevant given that the stock trades on a higher P/E than many software peers and has a funding structure built entirely on external borrowing. For investors willing to weigh that trade off, the interaction between its AI growth story, funding risks and valuation premium is a key part of the Appier Group investment case.

    Appier Group’s higher P/E, rising profitability and all borrowing balance sheet suggest the market may be pricing only part of the story, and the real tension shows up in the analyst forecasts for Appier Group

    TSE:4180 P/E Ratio as at Jul 2026
    TSE:4180 P/E Ratio as at Jul 2026

    The three AI stocks covered here are only a starting point, and the full screener has identified 63 more companies in the AI stack with equally compelling narratives around chips, cloud, LLMs and software in the Artificial Intelligence/ AI Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts that matter to you, from recurring revenues and funding quality to valuation multiples and capital returns, so you can focus on the AI stocks that best fit your highest conviction ideas.

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    Seeking Fresh Alternatives Beyond AI?

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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.