3 Software Stocks Riding The Rise Of AI Agents
AI agents are quickly shifting from sci fi concept to front door for search, shopping, and work, and that change could reshape where market power sits in tech for years. Investors risk missing the early read on who benefits and who gets squeezed. This article walks through three stocks from an AI agent focused screener that appear especially exposed to the latest Meta, OpenAI, Apple, Microsoft, and Google moves.
The three stocks here are just a starting sample from this AI agent theme. The full screen surfaced 29 more companies with equally detailed narratives that are not covered below. To identify, compare, and analyze the candidates that best fit your thesis, head straight into the AI Agent Platform Owners & Enterprise Agent SaaS Providers screener.
Five9 (FIVN)
Overview: Five9 provides cloud contact-center software that uses AI agents and automation to handle and orchestrate customer interactions across channels for enterprises.
Operations: Five9 generates about US$1.2b of revenue from Internet Software & Services, with roughly US$1.1b from the United States and US$140 million internationally.
Market Cap: US$2.5b
Five9 matters for this AI Agent Platform Owners & Enterprise Agent SaaS Providers screen because it already sits where customer conversations, data, and automated agents all meet.
"Five9's accelerated adoption of AI-driven solutions, highlighted by 42% Enterprise AI revenue growth and a surge in AI bookings (representing over 20% of Enterprise new ACV), positions the company to benefit from increasing enterprise investment in AI and automation for customer experience, supporting higher recurring revenues and expanded net margins as AI products command premium pricing.
What happens to Five9's AI driven contact-center story from here may hinge on how one quiet pressure shapes future pricing power.
That pressure point is exactly what the full narrative for Five9 unpacks, separating durable AI economics from hype and flagging where pricing power could quietly decouple next.
AppFolio (APPF)
Overview: AppFolio runs a cloud platform that helps U.S. real estate managers handle accounting, leasing, maintenance, communications, and workflow automation in one place.
Operations: AppFolio generates about US$1.0b in revenue from cloud based business management software and value added platforms, entirely from the United States.
Market Cap: US$7.2b
AppFolio matters for this AI Agent Platform Owners & Enterprise Agent SaaS Providers theme because its Realm and Realm X tools effectively turn property workflows into a testbed for domain specific, agent driven automation that plugs straight into rent rolls, maintenance tickets, and resident communications.
"Accelerating adoption of AppFolio’s AI powered Realm and Realm X automation, with near universal customer usage and AI actions up around 7x year over year, supports further productivity gains for property managers and creates room for higher revenue and potentially better net margins as AI features are increasingly monetized."
What happens to AppFolio’s premium tiers and value added services if a single assumption about how much landlords pay for embedded agents changes.
If that pricing assumption breaks, the full narrative for AppFolio shows how AppFolio’s AI momentum could still reprice the whole story for landlords and software rivals.
Klaviyo (KVYO)
Overview: Klaviyo runs a global B2C CRM and marketing platform that uses AI agents to automate personalized messaging, service, and analytics for consumer brands.
Operations: Klaviyo generates about US$1.4b from Internet Software, with roughly US$817 million from the United States and the balance across EMEA, APAC, and other Americas.
Market Cap: US$5.0b
For an AI agent screen built around automation and orchestration, Klaviyo offers a direct way to watch how agent driven CRM plays out inside day to day marketing and customer service work.
"Although Klaviyo is seeing strong interest in AI driven marketing agents and has more than 50 AI models in production, many use cases are still early experiments."
What happens to Klaviyo’s margins and growth if a single assumption about how quickly those experiments convert into broad paid adoption proves wrong?
If that adoption curve matters to your thesis, the full narrative for Klaviyo maps where Klaviyo’s AI agents could quietly compound advantages or expose hidden friction.
Seeking Fresh Alternatives Before They Fly
Market attention moves fast. Fresh ideas can gain momentum while old stories stall. Scan these under the radar sets before the crowd, while it matters, and get in early.
- Target durable cash generators by running the list of solid balance sheet and fundamentals (25 results) and focus your research on companies with room to fund growth without stretching their finances.
- Use the curated 35 profitable AI stocks that aren't just burning cash to find potential exposure to the next leg of AI momentum and focus only on businesses already turning artificial intelligence into real earnings power.
- Position for potential energy infrastructure shifts using the 43 power grid technology and infrastructure stocks and narrow in on operators aiming to upgrade and support tomorrow's electricity demand.
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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