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AI Stocks With Real Earnings Growth That Deserve A Closer Look
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Energy driven inflation trends in the US and Europe are keeping central banks focused on prices, which puts a spotlight on technologies that can help companies cut costs and work smarter. That is where AI stocks come in. Businesses are hunting for ways to automate, analyse data and deploy tools like ChatGPT. This article walks through 3 standout AI screener stocks that sit at the heart of that shift.

The stocks in the list below are just a sample, and the full screen surfaced 62 more AI companies with equally compelling stories that are not covered here. If you want to go wider than these three, head straight to the Artificial Intelligence/ AI Stocks screener to analyze and identify the highest conviction AI ideas that fit your own filters.

Trend Micro (TSE:4704)

Overview: Trend Micro is a Japan headquartered cybersecurity company that sells software and services to protect computers, networks, cloud workloads and emails, increasingly using AI to detect threats and respond to attacks. It serves consumers and enterprises globally with tools ranging from endpoint and network security to managed detection and response and identity protection.

Operations: Trend Micro generates most of its revenue in Japan at ¥87,873 million and the Asia Pacific at ¥77,088 million, followed by Europe at ¥65,128 million and the Americas at ¥55,822 million, offset by a ¥3,574 million segment adjustment.

Market Cap: ¥904 billion

Investors considering AI related stocks may look at how Trend Micro is weaving large language models directly into cybersecurity workflows. Its TrendAI platform uses Claude for vulnerability prioritization and virtual patching and is already embedded in Vision One for AI governance and threat detection. Earnings grew 15.3% over the past year and margins have improved, yet analysts still see room between the current price and their consensus target. You may want to weigh solid profitability and high reported ROE against issues in consumer segments outside Japan, instability in dividend payments and richer P/E multiples versus local software peers. The key consideration is whether this mix of AI driven security and capital returns justifies that premium.

Trend Micro’s AI driven security pitch looks strong, yet the real story sits in how earnings, margins and valuation fit together. Compare that mix in the 3 key rewards and 1 important warning sign.

TSE:4704 P/E Ratio as at Aug 2026
TSE:4704 P/E Ratio as at Aug 2026

Build your own AI security and profitability shortlist

Trend Micro and the other two AI stocks in this list came from a single screener, but the real edge is in setting filters that match how you think about earnings strength, AI exposure and valuation. Use our flexible Screener to mix metrics like growth, balance sheet and dividends, or jump straight into our curated Investing Ideas.

WingArc1st (TSE:4432)

Overview: WingArc1st is a Japan based software company that helps businesses design and output forms, manage and digitize documents, and turn large data sets into practical dashboards and analytics through platforms like SVF, Dr.Sum and MotionBoard.

Operations: WingArc1st generates all of its ¥31,437 million in revenue from its Data Empowerment Business in Japan.

Market Cap: ¥109.8 billion

WingArc1st sits in the sweet spot where document workflows and data analytics meet AI, which can matter for companies trying to automate reporting and decision making. Earnings and revenue are both forecast to grow, with margins already reported at around 21%. The stock is valued below some software peers based on P/E and internal fair value estimates. A multi year share buyback of up to ¥3,000 million supports capital return, while experienced management and a partly independent board offer some comfort on governance. Investors should also consider a balance sheet funded entirely by external borrowing and relatively light analyst coverage. This makes the stock more suitable for those willing to conduct deeper research rather than relying on quick conclusions.

WingArc1st’s mix of data workflows, AI tools and a reported 21% margin looks like a story investors have not fully priced. Scan the analyst forecasts for WingArc1st to see what the market might be missing next.

TSE:4432 Earnings & Revenue Growth as at Aug 2026
TSE:4432 Earnings & Revenue Growth as at Aug 2026

Appier Group (TSE:4180)

Overview: Appier Group is an AI native SaaS company that helps brands run smarter advertising, personalise customer journeys and turn scattered data into practical marketing decisions using tools that cover ad campaigns, on site engagement and messaging.

Operations: Appier Group generates all of its ¥46,487 million in 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, Greater China and Southeast Asia.

Market Cap: ¥100.4 billion

Appier Group sits squarely in the AI sweet spot, selling marketing tools that use machine learning to decide which customers to target, what messages to serve and when to push for a sale. Analysts currently expect revenue growth of around 18.9% a year and earnings growth of 34.21% a year, helped by recent guidance for higher Q2 2026 revenue and operating income as its Agentic AI deployments scale. The catch is a rich P/E multiple and a share price that screens above some cash flow based fair value estimates, alongside thinner profit margins and funding entirely from external borrowing. That mix of high AI exposure and extra risk means this stock may warrant closer scrutiny.

Appier Group’s accelerating AI driven marketing story sits between strong growth expectations and a stretched P/E. Get the full context in the analyst forecasts for Appier Group to see what could flip the script next.

TSE:4180 Earnings & Revenue Growth as at Aug 2026
TSE:4180 Earnings & Revenue Growth as at Aug 2026

Seeking Fresh Alternatives Beyond AI?

Fresh stock ideas do not stay under the radar for long. Some are already building momentum while others could be caught before a breakout. Scan these curated lists and consider how they may fit your goals.

  • Spot companies with strong cash generation and solid balance sheets before they gain wider attention by reviewing the curated 23 high quality undervalued stocks.
  • Explore potential income momentum from high yielding businesses that still focus on resilience by checking the hand picked 37 dividend fortresses.
  • Track the companies building critical metals exposure while prices are still moving around quietly by reviewing the focused 28 best rare earth metal stocks.

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.

Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.
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