AI Stocks to Watch Now With UiPath, Roper Technologies and C3.ai

Artificial intelligence is rapidly moving from buzzword to real-world infrastructure, and the ChatGPT and AI stocks screener is designed to help you focus on companies directly tied to that shift, from semiconductors and chips to software, LLMs and cloud platforms. With global growth signals mixed but broadly resilient, and central banks staying data dependent, many investors are looking for opportunities linked to long term technology adoption rather than short term macro swings. This article highlights 3 notable stocks from the screener, helping you quickly spot candidates worth deeper research in the current market backdrop.

UiPath (PATH)

Overview: UiPath is an automation software company that helps organizations use AI powered software robots and agents to handle repetitive digital tasks, so employees can focus on higher value work. Its platform connects people, AI models and applications into coordinated workflows that are used across sectors such as financial services, healthcare, manufacturing, retail and government.

Operations: UiPath generates about US$1.7b in revenue from Software & Programming, with sales spread across the United States, Europe, the Middle East and Africa, and the rest of the Americas.

Market Cap: US$5.5b

UiPath stands out in the AI automation space because it already runs a broad platform for agentic AI, with products like Agent Builder and Maestro connecting workflows across large enterprises. It also reports profitability and what analysts describe as high quality earnings. The stock screens as good value relative to many software peers. However, analysts also note that growth expectations are more modest compared to some AI stocks. The shift toward SaaS pricing, along with macro and FX headwinds, is weighing on near term guidance. For investors, a key question is whether UiPath’s partnerships with groups like Microsoft, Deloitte and Databricks can translate that installed base into steadier, higher margin ARR over time.

UiPath’s broad AI platform, profitability and what analysts call high quality earnings could be masking a far more interesting story around valuation. Get the full context in the DCF valuation analysis for UiPath

Roper Technologies (ROP)

Overview: Roper Technologies is a diversified software and technology company that owns a portfolio of vertical market platforms, from healthcare, insurance and education software to industrial sensors, water meters and medical devices, all aimed at mission critical workflows where switching costs are high.

Market Cap: US$34.0b

Roper Technologies interests many AI focused investors because a growing slice of its portfolio is tied to vertical SaaS platforms that use AI and data analytics in areas like healthcare, insurance and compliance, where customers often prize reliability over constant vendor churn. The company currently reports profit margins around 21.1%, trades on a P/E below the US software industry average, and has been active in returning capital through sizeable buybacks that reduce the share count. On the other hand, Roper carries meaningful debt and leans heavily on acquisitions, so investors need to judge whether its AI centric software mix, recurring revenues and cash generation comfortably offset integration risks and forecast revenue growth that is slower than the broader US market.

Roper Technologies looks like an AI quietly compounding inside essential workflows, with 21.1% margins, recurring software and buybacks shrinking the share count. Get the full story in the 5 key rewards and 1 important warning sign

C3.ai (AI)

Overview: C3.ai is an enterprise AI software company that sells a platform and ready made applications that let large organizations build, deploy, and run AI tools for tasks like predictive maintenance, fraud detection, and workflow automation across sectors such as energy, manufacturing, and government.

Operations: C3.ai generates about US$250.3m in revenue from Software & Programming, with around US$201.0m coming from the United States and the rest spread across Europe, the Middle East and Africa, the Asia Pacific, and other international markets.

Market Cap: US$1.3b

C3.ai interests many AI focused investors because it sits at the center of large scale enterprise AI rollouts, backed by partnerships with Microsoft, AWS, Google Cloud, Shell, and major industrial and defense clients that already use its agentic AI tools in production. At the same time, the story is high risk, with revenue having declined to US$250.3m, widening annual net losses of US$470.4m, and recent quarters showing pressure on margins and sales execution while the company relies heavily on partner led deals. For investors, the key question is whether improving leadership, strong customer satisfaction and long term contracts can eventually offset dilution, insider selling and a rich P/S for a business that is still working toward profitability.

C3.ai’s stalled revenues and widening losses could be masking a very different story around long term enterprise demand and partner led growth. See how the analyst forecasts for C3.ai reframes the risk reward trade off before sentiment turns.

The three ChatGPT and AI stocks covered here are only a starting point, with the full screener surfacing 202 more companies that also sit at the heart of semiconductors, software, LLMs, cloud infrastructure and AI led transformation, all with their own potential catalysts and narratives that could shift the risk reward balance. Use the Artificial Intelligence/ AI Stocks screener to identify, filter and analyze the specific themes that matter to you so you can focus on the AI companies where your conviction is strongest.

Take Control of Your Investment Journey

If C3.ai 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 Beyond AI?

New ideas move first and the best setups rarely stay quiet for long. Scan fresh stock groups before the crowd catches the breakout and momentum fades, act now.

• Capture early upside in smaller companies that already show solid balance sheets by scanning the curated 20 high quality undiscovered gems before they stop flying under the radar.
• Target resilient cash generators with steady profiles using a focused list of 79 resilient stocks with low risk scores while prices still reflect temporary hesitation rather than full confidence.
• Position ahead of potential demand changes by scanning infrastructure suppliers through the hand picked 35 power grid technology and infrastructure stocks before grid upgrades and electrification themes become fully reflected in prices.

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