Artificial intelligence is shaping everything from semiconductors and cloud infrastructure to software and large language models like ChatGPT. At the same time, investors are weighing mixed inflation signals, changing interest rate expectations and shifting trade patterns across the US, Europe and Asia. In this kind of backdrop, a focused AI stocks screener can help you cut through the noise and identify companies that are directly tied to this trend. This article highlights three stocks from that screener and explains how each one fits within the broader ChatGPT and AI investment theme.
Trend Micro (TSE:4704)
Overview: Trend Micro is a global cybersecurity company based in Japan that provides security software and services for endpoints, cloud workloads, networks, email and identities, increasingly powered by AI to detect threats and protect data for both consumers and enterprises.
Operations: Trend Micro generates revenue primarily from Japan at ¥87,873 million, Asia Pacific at ¥77,088 million, Europe at ¥65,128 million and the Americas at ¥55,822 million, with a segment adjustment of ¥3,574 million.
Market Cap: ¥875.0b
Trend Micro offers direct exposure to AI driven cybersecurity at a time when attacks are becoming more automated and complex. The company is integrating Anthropic’s Claude models into its TrendAI platform to support vulnerability prioritization, virtual patching and AI governance, which aligns with its enterprise focus and multiyear contracts. Investors may consider the company’s unstable dividend record, higher reliance on external borrowing and pressure in its consumer and perpetual license lines when assessing its overall profile.
Trend Micro’s AI security story looks like it is just getting started, yet many investors may be missing how its Claude powered TrendAI platform connects to the balance sheet and business quality. Get the full picture, including an important hidden weak spot, in the Trend Micro financial health report
WingArc1st (TSE:4432)
Overview: WingArc1st is a Japan based software company that helps businesses design and output forms, manage and digitize documents with tools like invoiceAgent and AI OCR, and turn large amounts of operational data into visual dashboards and apps through platforms such as Dr.Sum and MotionBoard.
Operations: WingArc1st generates all of its revenue from the Data Empowerment Business, with ¥31,437.18 million coming from customers in Japan.
Market Cap: ¥112.9b
WingArc1st provides exposure to AI enabled data and document software that sits close to everyday workflows such as invoices, internal forms and Salesforce data. The core business is entirely focused on “data empowerment” in Japan, with a 21% net margin and profit growth that analysts expect to run ahead of the wider market. A recently approved buyback of up to 3.45% of shares indicates management confidence and attention to capital efficiency. At the same time, return on equity of 14.4% and moderate revenue growth expectations leave room for debate. The mix of cash generation, AI tools and shareholder focused policies makes this a stock that many investors may want to examine in more detail.
WingArc1st’s combination of 21% net margins, profit growth forecasts and cash returns suggests a business that could be quietly compounding in the background. See how that story really looks in the analyst forecasts for WingArc1st
Appier Group (TSE:4180)
Overview: Appier Group is an AI native SaaS company that helps e commerce, retail, finance, gaming and auto customers run smarter digital marketing, personalize user journeys and turn fragmented customer data into targeted campaigns through products like RETARGETING, AIQUA and AIXON.
Operations: Appier Group generates all of its ¥46,487 million revenue from its AI SaaS business, with most sales coming from Northeast Asia at ¥31,579 million and the rest spread across the US and EMEA at ¥9,095 million, Greater China at ¥4,586 million and Southeast Asia at ¥1,227 million.
Market Cap: ¥98.9b
Appier Group sits at the intersection of AI and marketing software. Analyst estimates currently indicate earnings forecast growth of 34.2% per year and revenue growth expectations of 18.9% relative to the broader Japanese market. Recent Q1 2026 results showed higher sales and net income, and management is guiding to Q2 revenue of up to ¥12.7b with stronger operating income as its Agentic AI solutions scale. At the same time, reported profit margins have slipped from 8.1% to 5.6%, the stock trades on a higher P/E than peers and all liabilities are funded through external borrowing, which raises risk. Investors may wish to weigh that mix of growth forecasts, evolving profitability and balance sheet pressure when considering the current valuation and potential entry points.
Appier Group’s accelerating forecasts and Agentic AI story look compelling, yet its slipping margins and higher P/E hint at a twist investors may be missing. See how those threads come together in the analyst forecasts for Appier Group
The three stocks in this article are only a starting point, and the full screener has surfaced 63 more companies tied into the ChatGPT and AI build out that each carry their own compelling narrative inside the Artificial Intelligence/ AI Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts, business models and balance sheet setups that match your highest conviction AI ideas so you can focus on the opportunities that fit you best.
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If WingArc1st 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 Alternatives Beyond Your Current Watchlist
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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.
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