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

AI Fuels Wall Street's Recent Surge

Over the past three years, Wall Street has experienced remarkable gains, largely propelled by the rapid expansion of artificial intelligence worldwide. Technology stocks, particularly those focused on AI, have seen increases ranging from 300% to 400% during this period.

Yet, in 2026, the tech sector faced challenges. Uncertainty about the sustainability of AI-driven growth and geopolitical tensions in the Middle East led to a spike in crude oil prices, raising inflation concerns and casting doubt on whether the Federal Reserve would maintain its policy of rate cuts and monetary easing.

AI Infrastructure Stocks Defy Market Headwinds

Despite these obstacles, several AI infrastructure companies have posted impressive gains in the past month. Below, we highlight five stocks with strong Zacks rankings, suggesting further potential for growth in the near future:

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

Each of these stocks currently holds a Zacks Rank #1 (Strong Buy) or #2 (Buy).

Recent Performance Overview

The chart below illustrates the price movement of these five stocks over the past month.

Source: Zacks Investment Research

Vertiv Holdings Co. (VRT)

Vertiv Holdings, rated Zacks Rank #2, offers a broad range of products including thermal management, liquid cooling, UPS systems, switchgear, busbars, and modular solutions. The company is expanding its capacity to meet the surging demand for data centers and AI-driven infrastructure.

Vertiv has benefited from the ongoing digital transformation, with acquisitions such as Great Lakes and Weeleay enhancing its IT and service capabilities. A strategic partnership with NVIDIA has enabled Vertiv to co-develop an 800-volt DC power architecture, keeping its solutions ahead of evolving GPU requirements.

For the current year, Vertiv anticipates revenue growth of 33.8% and earnings growth of 46.4%. The consensus earnings estimate has risen by 15% in the past month.

HubSpot Inc. (HUBS)

HubSpot, holding a Zacks Rank #1, is seeing increased adoption of its multi-hub offerings among enterprise clients. Optimized pricing for its starter edition has attracted more customers at the entry level.

The company’s App Marketplace simplifies integration for businesses, supporting cross-selling opportunities. HubSpot’s AI features—including AI assistance, agents, insights, and ChatSpot—are now available across its platform at no extra cost. The shift to seat-based pricing is expected to further boost customer growth.

HubSpot projects revenue growth of 17.9% and earnings growth of 26.9% this year. The consensus earnings estimate has improved by 0.3% over the last week.

Dell Technologies Inc. (DELL)

Dell Technologies, with a Zacks Rank #2, is benefiting from robust demand for AI servers, driven by digital transformation and interest in generative AI. The company has secured $34.1 billion in AI server orders, building a substantial backlog.

Partnerships with NVIDIA, Google, and Microsoft have fueled growth, with AI server sales contributing $9 billion in fourth-quarter 2025 revenue. Dell’s PowerEdge XE9680 and other advanced AI-optimized servers are in high demand, supporting up to 256 NVIDIA GPUs per rack.

Dell expects revenue growth of 24.2% and earnings growth of 23.4% for the current fiscal year ending January 2027. The consensus earnings estimate has increased by 12.5% in the past month.

Keysight Technologies Inc. (KEYS)

Keysight Technologies, rated Zacks Rank #1, is seeing strong industry-wide adoption of its electronic design and testing solutions. Investments in AI-driven advanced nodes, high-bandwidth memory, and silicon photonics are fueling growth in the semiconductor sector.

Demand for AI data-center network solutions is rising, and Keysight’s collaborations with established industry players are expanding its reach. The company is also making strides in emerging markets such as IoT, high-speed data centers, automotive, energy, aerospace, and defense.

Keysight forecasts revenue growth of 22.8% and earnings growth of 16.9% for the current year ending October 2026. The consensus earnings estimate has climbed by 4.2% in the last 30 days.

Cognex Corp. (CGNX)

Cognex, with a Zacks Rank #1, is focused on advancing AI for industrial machine vision. The company is achieving margin expansion through portfolio optimization, pricing strategies, and cost management, resulting in strong operating leverage and cash flow.

Cognex’s growth is balanced across logistics, packaging, consumer electronics, semiconductors, and automotive. Its revamped go-to-market approach is broadening its customer base, and its AI-enabled roadmap is expanding use cases. A debt-free balance sheet and consistent share buybacks and dividends further support its outlook.

Cognex anticipates revenue growth of 7.9% and earnings growth of 23.5% this year. The consensus earnings estimate has risen by 11.5% over the past month.

Quantum Computing: The Next Frontier

Quantum computing is emerging as a transformative technology, potentially surpassing AI in impact. Major companies like Microsoft, Google, Amazon, Oracle, Meta, and Tesla are racing to incorporate quantum computing into their operations.

Kevin Cook, Senior Stock Strategist, has identified seven stocks positioned to lead in quantum computing in his report, Beyond AI: The Quantum Leap in Computing Power. Having previously recognized NVIDIA’s potential, Cook now highlights quantum computing as the next major opportunity for investors.

Explore Top Quantum Computing Stocks >>

Additional Resources

Original article published by Zacks Investment Research.

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