AI Stock Scanner
Scan AI-related stocks across semiconductors, cloud AI, data centers, cybersecurity, and robotics — with the same disciplined fundamental and technical filters used across stockagenthub.
Curated AI universe
Hand-picked tickers spanning chips, hyperscalers, semi-cap, AI software, cybersecurity, and robotics.
Cycle-aware filters
AI is volatile — RSI, Bollinger Bands, and revenue trend filters avoid chasing extended names.
Valuation discipline
P/S and FCF yield vs. 5-year averages flag overheated stocks even in a hot sector.
Sample scan output
Sample data as of August 5, 2026 — sign in for live scan| Ticker | Company | Category | Price | Pullback % | RSI | Bollinger | 50-Day MA | 100-Day MA | 200-Day MA | Score | Signal | Risk Level |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA | AI Chips | $118.20 | -8.2% | 42 | Mid band | Above | Above | Above | 91 | Stage 1 Starter | Medium |
| AMD | AMD | AI Chips | $142.50 | -21.4% | 32 | Lower band | Below | Below | Above | 78 | Stage 2 Add | Medium |
| MSFT | Microsoft | Cloud AI | $402.10 | -9.1% | 38 | Mid band | Above | Above | Above | 84 | Stage 1 Starter | Low |
| GOOGL | Alphabet | Cloud AI | $172.40 | -7.3% | 44 | Mid band | Above | Above | Above | 82 | Stage 1 Starter | Low |
| AVGO | Broadcom | Semis / AI | $1620 | -12.1% | 37 | Lower band | Near | Above | Above | 80 | Stage 1 Starter | Medium |
| PANW | Palo Alto Networks | Cybersecurity | $348.90 | -14.8% | 33 | Lower band | Below | Near | Above | 77 | Stage 2 Add | Medium |
| ASML | ASML | Semi Equipment | $720.00 | -23.6% | 29 | Below lower | Below | Below | Below | 83 | Stage 3 Strong | Medium |
| DDOG | Datadog | AI Observability | $118.40 | -18.2% | 34 | Lower band | Below | Near | Above | 74 | Stage 1 Starter | Medium |
AI stock categories
The AI trade isn't one bucket. Different sub-sectors carry different cycle dynamics, capex sensitivity, and valuation profiles. The scanner tags each name by category so you can compare like-for-like.
Semiconductor AI stocks
Designers and fabricators of GPUs, accelerators, HBM memory, and networking silicon powering AI training and inference. Examples: NVDA, AMD, AVGO, MRVL, TSM, ASML.
Cloud AI stocks
Hyperscalers and platforms monetizing AI through compute, foundation models, and enterprise AI services. Examples: MSFT, GOOGL, AMZN, ORCL, CRM.
Data center stocks
REITs, power, cooling, and interconnect names benefiting from AI capex buildout. Examples: EQIX, DLR, VRT, ETN, GEV.
Cybersecurity AI stocks
Security platforms applying AI to threat detection, identity, and SOC automation. Examples: PANW, CRWD, ZS, S, FTNT.
Robotics & automation stocks
Industrial automation, machine vision, surgical robotics, and humanoid robotics supply chains. Examples: ISRG, ABBNY, ROK, FANUY, SYM.
AI infrastructure vs. AI software
AI infrastructure
Chips, networking, servers, data centers, power, and cooling. Revenue is driven by hyperscaler capex cycles — lumpy, high operating leverage, sensitive to order timing and inventory digestion. Valuations swing hard on capex guidance from MSFT, GOOGL, META, AMZN, and ORCL.
- Tends to lead the cycle up and down
- Watch: hyperscaler capex, lead times, HBM supply
- Key risk: capex pause or double-ordering unwind
AI software
Applications, copilots, agents, vertical SaaS, and platforms monetizing AI through seats or usage. Revenue is more recurring but adoption curves are still early — gross margin compression from inference costs is a real risk.
- Lags infrastructure but has longer runway
- Watch: net revenue retention, inference gross margin
- Key risk: commoditization, model cost compression
AI stock risk factors
- Capex concentration: a handful of hyperscalers fund most AI infrastructure demand. A capex pause hits the whole supply chain at once.
- Customer concentration: several semis derive 30%+ of revenue from one or two customers.
- Valuation extension: P/S and forward P/E often sit far above 5-year averages; small estimate cuts produce large drawdowns.
- Geopolitical & export controls: US–China chip restrictions can reset addressable market overnight.
- Model commoditization: open-source and lower-cost models can compress inference pricing and software margins.
- Power & permitting: data center growth is increasingly gated by grid capacity, not chip supply.
How to evaluate valuation in AI stocks
Traditional P/E breaks down for high-growth AI names. The scanner combines several lenses so a stock isn't ranked attractive purely on one ratio:
- P/S vs. 5-year average: a forward P/S more than 1.5x the 5-year median flags extension, even in a strong growth story.
- EV / forward sales / growth: normalize multiple by expected revenue growth to compare hyperscalers and SaaS apples-to-apples.
- FCF yield (forward): filters out names monetizing only through stock-based comp.
- Rule of 40 (software): revenue growth % + FCF margin % ≥ 40 separates durable software from cash burners.
- Capex-adjusted earnings: for infrastructure names, look at earnings power after a normalized capex cycle, not peak shipment quarters.
- Drawdown context: RSI, Bollinger position, and distance to 200-DMA help distinguish "great company, overheated price" from "great company, reasonable entry."
Educational only. None of these heuristics are buy or sell recommendations.
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This tool is for educational stock research only. It does not provide financial advice, investment advice, tax advice, legal advice, or personalized recommendations. It does not place trades. Users should do their own research and consult a licensed financial advisor before making investment decisions.