Four AI stocks that look heavily discounted at current levels:
$Oracle(ORCL)$ at $124. The company has one of the world's largest data ecosystems and is becoming a major player in AI infrastructure. Growth expectations are still strong, but the valuation is around 15x forward earnings.
$ServiceNow(NOW)$ at $102. It's essentially the backbone for enterprise AI workflows. Growth is starting to pick up again, management is confident, and the stock is still about 60% below its highs.
$CoreWeave, Inc.(CRWV)$ at $79. This is one of the fastest-growing names in the NeoCloud space, with huge AI demand, a large backlog, strong margins, and backing from NVDA. The multiple looks low relative to its expected future growth.
$Zeta Global Holdings Corp.(ZETA)$ at $21. An AI-powered marketing platform with partnerships across $Palantir Technologies Inc.(PLTR)$ , SNOW, and OpenAI. Strong growth is expected, while the valuation still seems reasonable.
These seem like the type of names you look back on years later and wonder why you didn't buy when they were this cheap.
Comments