Purchase 5 AI-Driven Stocks That Soared Last Month and Continue to Offer Growth Potential

AI-Driven Stocks Continue to Outperform Despite Market Challenges

Over the past three years, Wall Street has experienced a remarkable surge, largely propelled by the rapid expansion of artificial intelligence (AI) technologies worldwide. Tech stocks with a focus on AI have seen their values multiply by three to four times during this period.

Yet, in 2026, the technology sector faced setbacks due to uncertainty surrounding the sustainability of the AI rally and escalating geopolitical tensions in the Middle East. These conflicts led to a spike in crude oil prices, raising concerns about inflation and casting doubt on whether the Federal Reserve would maintain its trajectory of interest rate reductions and supportive monetary policies.

In spite of these obstacles, several AI infrastructure companies have posted impressive gains in the last month. Below, we highlight five such stocks, each currently holding a strong Zacks Rank, suggesting further potential for growth in the near future.

Top Five AI Infrastructure Stocks to Watch

• Vertiv Holdings Co. (VRT)
• HubSpot Inc. (HUBS)
• Dell Technologies Inc. (DELL)
• Keysight Technologies Inc. (KEYS)
• Cognex Corp. (CGNX)

All of these selections are rated either Zacks Rank #1 (Strong Buy) or #2 (Buy).

The following chart illustrates the recent price performance of these five companies over the past month.

Image Source: Zacks Investment Research

Vertiv Holdings Co. (VRT)

Vertiv Holdings, currently rated Zacks Rank #2, stands out for its broad product lineup, including thermal management, liquid cooling, UPS systems, switchgear, busbars, and modular solutions. The company is capitalizing on the unprecedented expansion of data centers by ramping up its capacity to support AI-driven growth.

Vertiv has also benefited from the accelerating shift to digital operations, fueled by AI and increasing data center needs. Strategic acquisitions, such as Great Lakes and Weeleay, have strengthened its IT and service offerings, enhancing real-time analytics and predictive maintenance capabilities.

A notable partnership with NVIDIA has positioned Vertiv at the forefront of innovation, as the two companies jointly develop an 800-volt DC power system to coincide with NVIDIA’s 2027 Rubin Ultra platform launch. This collaboration ensures Vertiv’s solutions remain ahead of evolving GPU and silicon requirements as power demands in data centers continue to rise.

For the current year, Vertiv is projected to achieve revenue growth of 33.8% and earnings growth of 46.4%. The consensus earnings estimate has risen by 15% over the past month.

HubSpot Inc. (HUBS)

HubSpot, holding a Zacks Rank #1, is seeing robust adoption of its multi-hub solutions among enterprise clients, especially in premium markets. Adjustments to the pricing of its starter edition have attracted a growing number of customers at the entry level.

The company has significant opportunities to cross-sell its suite of products to existing clients. Its App Marketplace streamlines the process for businesses to discover and integrate new tools, supporting their growth objectives.

HubSpot’s AI capabilities—featuring tools like AI assistance, agents, insights, and ChatSpot—are enhancing customer value. These AI features are now embedded across all HubSpot products at no extra cost. The company’s move to a seat-based pricing model and ongoing pricing optimization are expected to further boost customer acquisition.

HubSpot anticipates revenue growth of 17.9% and earnings growth of 26.9% for the current year, with consensus earnings estimates up 0.3% in the last week.

Dell Technologies Inc. (DELL)

Dell Technologies, with a Zacks Rank #2, is experiencing strong demand for its AI servers, driven by digital transformation and the rising popularity of generative AI. The company has secured $34.1 billion in AI server orders, resulting in a substantial backlog and robust enterprise demand.

Strategic partnerships with industry leaders like NVIDIA, Google, and Microsoft have fueled Dell’s growth. In the fourth quarter of 2025, AI server sales contributed $9 billion in revenue, and the company’s enterprise AI customer base has surpassed 4,000 organizations.

Dell’s PowerEdge XE9680 server is particularly sought after, and the introduction of advanced models—such as the XE9780, 9780L, XE9712, and XE7745—has further strengthened its position. Recent launches include the PowerEdge XE9712, supporting NVIDIA's NVL72 GB200, and the scalable Dell Infrastructure Rack Sobel system, capable of housing up to 786 GPUs.

For the current fiscal year ending January 2027, Dell expects revenue to grow by 24.2% and earnings by 23.4%. The consensus earnings estimate has improved by 12.5% over the past 30 days.

Keysight Technologies Inc. (KEYS)

Keysight Technologies, rated Zacks Rank #1, is gaining momentum thanks to widespread adoption of its electronic design and testing solutions. The company’s investments in AI-powered advanced nodes, high-bandwidth memory, and silicon photonics are driving growth in the semiconductor sector.

Demand for AI data center networking solutions remains strong, and Keysight is expanding its reach through collaborations with established industry players. Beyond its strength in 5G, the company is making strides in emerging markets such as IoT and high-speed data centers, as well as automotive, energy, aerospace, and defense sectors. Notably, revenue growth from aerospace, defense, and government clients has been significant.

Keysight anticipates revenue growth of 22.8% and earnings growth of 16.9% for the current year ending October 2026, with consensus earnings estimates up 4.2% in the last month.

Cognex Corp. (CGNX)

Cognex, holding a Zacks Rank #1, is focused on advancing AI for industrial machine vision, which is expected to drive its future expansion. The company is achieving structural margin improvements through portfolio optimization, stronger pricing, and targeted cost measures, resulting in sustainable operating leverage and solid cash flow.

Cognex’s growth is now more evenly distributed across logistics, packaging, consumer electronics, semiconductors, and a stabilizing automotive sector. A revamped go-to-market approach is broadening its customer base and improving sales efficiency, while its AI-driven strategy is expanding use cases and enhancing product mix. The company’s debt-free balance sheet and ongoing share buybacks and dividends provide additional support.

For the current year, Cognex projects revenue growth of 7.9% and earnings growth of 23.5%. The consensus earnings estimate has increased by 11.5% over the past month.

Quantum Computing: The Next Technological Frontier

Quantum computing is emerging as the next major breakthrough in technology, with the potential to surpass even AI in its impact.

Once thought to be years away, quantum computing is already making significant strides. Major tech giants—including Microsoft, Google, Amazon, Oracle, Meta, and Tesla—are racing to integrate quantum capabilities into their infrastructure.

Senior Stock Strategist Kevin Cook has identified seven stocks poised to lead the quantum computing revolution in his report, Beyond AI: The Quantum Leap in Computing Power.

Kevin, who was among the first to spot NVIDIA’s potential in 2016, now sees quantum computing as the next transformative opportunity. Investors have a unique chance to position themselves at the forefront of this technological shift.

Free Stock Analysis Reports

• Dell Technologies Inc. (DELL)
• Cognex Corporation (CGNX)
• Keysight Technologies Inc. (KEYS)
• HubSpot, Inc. (HUBS)
• Vertiv Holdings Co. (VRT)