Agentic AI can change how companies perform operations and how individuals access information. This technology can provide relevant information sooner and complete basic tasks. Right now, this technology is the worst that it will ever be. As agentic AI gets better, demand for these solutions will grow. These three stocks are poised to benefit from this growing industry.
Amazon (AMZN)
Amazon (NASDAQ:AMZN | AMZN Price Prediction) offers the largest cloud platform, and that technology acts as the backbone for agentic AI. However, Amazon isn’t just offering the toolkit for developers. It’s also working on its own AI agents. For instance, Transform is an Amazon AI agent that helps customers migrate to AWS. The company also just announced AgentCore, which lets people and businesses build their own AI agents.
The tech giant continues to grow in multiple industries while investing more capital into AI agents. For instance, AWS growth reaccelerated and its up by 20% year-over-year in Q3. Online marketplace, third-party sellers, online ads, and subscription revenue also soared year-over-year.
Amazon stock is off to a hot start despite a sluggish 2025 performance. The e-commerce leader continued to post impressive revenue and net income growth throughout 2025, despite the stock price barely moving. Investors are starting to notice this mismatch to start the year, and the current opportunity may become more apparent if Amazon cloud revenue continues to accelerate.
Palantir (PLTR)
Palantir’s (NASDAQ:PLTR) AI platform makes it easy for governments and businesses to build AI agents and gather new insights from their data. It acts as an operating system for enterprise AI, and once you use Palantir to create AI agents, it is very hard to switch. Businesses would have to create AI agents by scratch on another platform, and Palantir has a one-of-a-kind platform that is hard to beat.
This setup lets Palantir generate significant annual recurring revenue from individual clients. The company added 204 new clients that exceed $1 million and 53 deals of at least $10 million. Those deals helped Palantir boost revenue by 63% year-over-year in Q3, with U.S. commercial sales more than doubling. Palantir stock has a lofty valuation, but its leading AI platform should continue to gain market share and become a top choice for governments and businesses.
ServiceNow (NOW)
ServiceNow (NYSE:NOW) is an AI agent stock that is down by 30% this past year despite impressive revenue growth. The company’s business model revolves around subscriptions, and that segment grew by 20.5% year-over-year in Q3. ServiceNow also maintained a 97% renewal rate, showing that its platform is essential for its customers.
ServiceNow works with the Who’s Who of the Fortune 500. It works with 85% of the companies in that group and serves 8,400 global customers. The Now AI Platform lets companies create AI agents that can assist with customer service, internal workflows, and other tasks.
Q4 guidance implies subscription revenue will increase by 19.5% year-over-year. ServiceNow regularly posts double-digit margins, and if it continues to gain market share, the stock is due for a rebound.
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