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

AI-Fueled Stocks Continue to Outperform Despite Market Challenges

Over the last 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 several times over, with gains reaching as high as 300-400% during this period.

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

Despite these obstacles, certain AI infrastructure stocks have demonstrated impressive momentum in recent weeks. Below, we highlight five companies that have recently performed well and currently hold strong Zacks Ranks, 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 stocks are currently 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

Company Highlights

Vertiv Holdings Co. (VRT)

Vertiv Holdings, holding a Zacks Rank #2, offers a comprehensive range of products including thermal management, liquid cooling, uninterruptible power supplies, switchgear, busbars, and modular solutions. The company is capitalizing on the explosive growth of data centers by expanding its capacity to support AI-driven projects. Strategic acquisitions, such as Great Lakes and Weeleay, have strengthened Vertiv’s IT and service offerings, enhancing real-time data analysis and predictive capabilities.

A notable partnership with NVIDIA has positioned Vertiv at the forefront of power infrastructure innovation, co-developing an 800-volt DC power system to coincide with NVIDIA’s upcoming Rubin Ultra platforms. This collaboration ensures Vertiv’s solutions remain ahead of evolving GPU requirements as data centers demand ever-increasing power.

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)

Ranked #1 by Zacks, HubSpot is seeing robust adoption of its multi-hub solutions among enterprise clients, particularly in premium segments. Adjustments to pricing in its starter edition have attracted more customers at the entry level. HubSpot’s App Marketplace streamlines integration for businesses, facilitating cross-selling opportunities within its existing customer base.

HubSpot has embedded advanced AI features—such as AI assistants, agents, insights, and ChatSpot—across its entire suite, offering these enhancements at no extra cost. The company’s shift to a seat-based pricing model is expected to further accelerate customer acquisition.

HubSpot projects revenue growth of 17.9% and earnings growth of 26.9% for the year, with earnings estimates up 0.3% over the last week.

Dell Technologies Inc. (DELL)

With a Zacks Rank #2, Dell Technologies is benefiting from strong demand for AI-optimized servers, fueled by digital transformation and the rise of generative AI. The company has secured $34.1 billion in AI server orders, resulting in a significant backlog. Dell’s partnerships with industry leaders like NVIDIA, Google, and Microsoft have been instrumental in its growth, and its enterprise AI customer base now exceeds 4,000 organizations.

Dell’s PowerEdge XE9680 and other advanced AI servers are in high demand, supporting large-scale GPU deployments. Recent product launches, including the PowerEdge XE9712 and scalable infrastructure racks, further strengthen Dell’s position in the AI server market.

Dell expects revenue to grow by 24.2% and earnings by 23.4% for the current fiscal year ending January 2027. Consensus earnings estimates have increased by 12.5% over the past month.

Keysight Technologies Inc. (KEYS)

Keysight Technologies, rated Zacks Rank #1, is experiencing strong growth thanks to widespread adoption of its electronic design and testing solutions. The company’s investments in AI-driven semiconductor technologies, high-bandwidth memory, and silicon photonics are meeting the rising performance demands of the AI sector.

Keysight’s solutions for AI data center networks are in high demand, and the company is expanding its reach through collaborations with established industry players. Keysight is also making strides in emerging markets such as 5G, IoT, and high-speed data centers, with particular strength in the automotive, energy, aerospace, and defense sectors.

For the current fiscal year ending October 2026, Keysight anticipates revenue growth of 22.8% and earnings growth of 16.9%. Earnings estimates have improved by 4.2% in the last 30 days.

Cognex Corp. (CGNX)

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

Cognex’s growth is well-diversified across logistics, packaging, consumer electronics, semiconductors, and the automotive sector. A revamped go-to-market approach is broadening its customer base, while its AI-driven roadmap is expanding use cases. The company’s debt-free balance sheet and ongoing share buybacks and dividends further support its financial health.

Cognex forecasts revenue growth of 7.9% and earnings growth of 23.5% for the year, with consensus earnings estimates up 11.5% over the past month.

Quantum Computing: The Next Frontier

Quantum computing is poised to become the next major technological breakthrough, potentially surpassing the impact of AI. Although many believed this technology was still years away, it is already making significant strides. Major tech giants—including Microsoft, Google, Amazon, Oracle, Meta, and Tesla—are racing to incorporate quantum computing into their operations.

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

Kevin, who recognized NVIDIA’s potential early on, now sees quantum computing as the next transformative opportunity. Investors have a unique chance to get ahead of this trend.

Additional Resources

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