Oracle Stock And 2 AI Shares Backed By Real Revenue Growth

The AI stock theme sits at the crossroads of easing inflation signals, evolving interest rate expectations, and strong demand for advanced electronics and software. As policy makers weigh mixed data on growth, housing, and energy, many investors are looking at companies tied directly to semiconductors, cloud computing, and large language models like ChatGPT that underpin new AI tools. This screener focuses specifically on businesses connected to the ChatGPT and AI build out, helping you filter a crowded field. In this article, you will see 3 AI-related stocks from the screener to consider for further research.

Samsara (IOT)

Overview: Samsara is an IoT and AI company that connects data from vehicles, equipment, and industrial sites into a single platform, helping customers improve safety, reduce theft, and run their operations more efficiently. Its tools use sensor and video data to power real-time monitoring, AI coaching, and workflow automation for sectors like transportation, construction, logistics, and public services.

Operations: Samsara generates about US$1.73b in revenue from software and programming, with around US$1.48b coming from the United States and roughly US$255.6m from other regions.

Market Cap: US$22.33b

Samsara stands out in the AI theme because its platform turns real-world sensor and video data into measurable gains in safety and efficiency, backed by customer case studies showing reductions in accident rates. Investors are paying attention to its shift into profitability and strong recurring revenue base, while also weighing a valuation that sits above some peers and relatively low current ROE. There has also been heavy insider selling and reliance on external funding. Recent product launches such as AI Multicam, Agent Studio, and global asset-tracking tools highlight additional aspects of the Samsara story beyond recent share price moves.

Samsara’s accelerating shift toward profitability and recurring revenue is only half the story, particularly given its rich valuation and insider selling. Get the full context in the 2 key rewards and 1 important warning sign

Baidu (BIDU)

Overview: Baidu is a Beijing based internet and AI company that runs one of China’s largest search and content ecosystems, alongside services in AI cloud, autonomous driving, online video and entertainment.

Operations: Baidu generates about CN¥103.0b from Baidu General Business and CN¥26.3b from iQIYI, with total revenue of roughly CN¥128.7b coming from the People’s Republic of China.

Market Cap: US$36.49b

Baidu provides broad exposure to China’s AI build out through ERNIE Bot, AI cloud and Apollo Go autonomous driving. The business is still anchored by its core search and content platforms. Analysts highlight earnings growth potential, partnerships in autonomous mobility, and a planned dual listing in Hong Kong as possible drivers of broader investor interest. At the same time, recent margin pressure, a large CN¥16.5b non recurring loss, and rising AI investment mean current profitability is thin and execution risk is elevated. How those trade offs stack up is central to judging Baidu’s role in an AI focused portfolio.

Baidu’s AI push across ERNIE Bot, cloud and autonomous driving could be masking a very different story behind recent margin pressure and that CN¥16.5b loss, the 1 key reward and 2 important warning signs

Oracle (ORCL)

Overview: Oracle is a global enterprise software and cloud company that provides databases, business applications and AI enabled cloud infrastructure that large organisations use to run finance, HR, supply chains and industry specific systems. Its Oracle Cloud Infrastructure and Fusion applications are tightly integrated so customers can run critical workloads, apply AI to their own data and support everything from healthcare records to defense and manufacturing operations.

Operations: Oracle generates about US$58.53b from cloud and software, US$5.74b from services and US$3.08b from hardware, with around US$39.84b coming from the United States and roughly US$27.5b from other countries including Japan, Germany and the United Kingdom.

Market Cap: US$364.12b

Oracle is attracting attention because its AI focused cloud infrastructure and massive supercluster buildout sit behind a record US$638b AI related backlog. Earnings growth, a 25.2% profit margin and a P/E below the US software average present one side of the fundamental picture. At the same time, heavy debt funded data center spending, rising credit risk, high non cash earnings and questions about dividend cover highlight the importance of converting that backlog into cash reliably. For investors interested in the AI infrastructure theme, Oracle combines growth forecasts, partnerships such as OpenAI, and execution and balance sheet risks that may warrant closer inspection beyond the headline story.

Oracle’s expanding AI backlog, alongside heavy data center spending, suggests that the real story lies in how future cash flow compares with that risk. Start with the DCF valuation analysis for Oracle.

The three AI stocks in this article are just a starting point, with the full Artificial Intelligence/ AI Stocks screener surfacing 663 more companies tied to semiconductors, cloud, LLMs and the broader ChatGPT build out that may have equally compelling narratives. Use Simply Wall St to identify and analyze the specific catalysts, business models and risk profiles that fit your own highest conviction AI ideas so you can focus on the opportunities that match your criteria.

Take Control of Your Investment Journey

If Baidu or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Fresh Alternatives Before Others?

Momentum in AI stocks moves fast, and the next breakout opportunities often fly under the radar for now. Scan fresh, data driven ideas before the crowd and consider acting while they are still less widely followed.

• Identify potential high impact turnarounds at an early stage by reviewing the curated 20 high quality undiscovered gems that many investors have not focused on yet.
• Explore income oriented opportunities while yields remain appealing with a hand picked mix of 8 dividend fortresses that emphasize cash generation and balance sheet strength.
• Review long term infrastructure themes by considering the focused list of 33 power grid technology and infrastructure stocks involved in the backbone of tomorrow’s electricity networks.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com