Record export orders for Taiwan driven by AI related demand highlight how quickly capital and talent are flowing toward companies plugged into the ChatGPT and broader artificial intelligence story. That surge speaks to real revenue pipelines, not just hype. This creates a powerful sense of urgency for investors watching AI stocks. This article walks through 3 stocks from our AI screener that showcase different ways to tap into this trend.
The 3 stocks below are just a starting sample, and the full AI screen surfaced 17 more companies with equally compelling narratives that are not covered here. If you want to identify and analyze those additional opportunities, head straight into the Artificial Intelligence/ AI Stocks screener.
SEEK (ASX:SEK)
Overview: SEEK is an online employment marketplace that helps employers find candidates through paid job ads and AI powered tools, including Advanced ads with AI candidate targeting and Talent Search that matches hirers with candidates from its database. It also offers HR software, verification services through SEEK Pass, and platforms like JobAdder and Sidekicker that support recruiters and flexible workforces across Australia, New Zealand and key Asian markets.
Operations: SEEK generates most of its revenue from Employment Marketplaces in Australia and New Zealand at about A$945 million, with a further A$254 million from Employment Marketplaces in Asia.
Market Cap: A$5.1 billion
Investors watching the AI shift in hiring may monitor SEEK because its core business is already selling AI powered recruitment tools rather than just discussing them. Advanced ads and Talent Search embed machine learning into everyday hiring decisions, while the Asia marketplace adds a large, under-penetrated user base on top of a mature ANZ franchise. The trade off is clear. Recent results show revenue of A$1,284.2 million alongside a swing to a net loss of A$371.3 million and a dividend that is not well covered. The company is placing significant emphasis on AI driven monetisation to support ongoing investment and current analyst views.
SEEK is already monetising AI tools inside real hiring workflows; yet that swing to a reported loss raises questions about what is driving the story beneath the surface. Get the full context in the 2 key rewards and 2 important warning signs
Build your own AI hiring shortlist
SEEK and the two other stocks in this list came from a single screener, but the real edge is in setting filters that match how you think about AI, growth, balance sheets and risks. Use our flexible Screener to create that, or browse our curated Investing Ideas for ready made shortlists built around clear themes.
Xero (ASX:XRO)
Overview: Xero is a cloud accounting and payments platform for small businesses and their advisors, with tools for bookkeeping, payroll, tax and workflows, and a growing AI angle through Syft, which layers machine learning driven reports, forecasts, dashboards and AI insights directly onto financial data.
Operations: Xero generates about NZ$2.8b in revenue from providing online solutions for small businesses and their advisors, with customers spread across Australia, New Zealand, the United Kingdom, the United States and the rest of the world.
Market Cap: A$14.2b
Investors tracking AI in real world workflows may watch how Xero uses Syft and its wider AI features to turn accounting data into live forecasts, anomaly detection and automated actions across tools like Microsoft 365, Claude and ChatGPT. The company already earns high gross margins and is expected to improve profitability over time. However, net profit margin is currently 6.1% after a weaker year, and the P/E is well above many software peers, so the bar for execution is high. Recent launches such as JAX, Xero Force and new US payroll and payments products show Xero leaning hard into AI powered automation. The open question is whether that momentum is enough to justify today’s premium and future growth story.
Xero is leaning hard into AI automation while carrying a premium P/E that many investors focus on. The real story sits in the balance of earnings quality, pricing power and competitive risk inside the analysis report for Xero
CAR Group (ASX:CAR)
Overview: CAR Group runs online vehicle marketplaces and related services across Australia and key international markets, connecting buyers, sellers and dealers while layering in AI driven automotive data, inspections and valuation tools that support pricing, listings and targeted advertising.
Operations: CAR Group generates most of its revenue from Australia at about A$518 million, with meaningful contributions from North America at about A$327 million, Latin America at about A$253 million, Asia at about A$145 million and a smaller A$11 million from investments.
Market Cap: A$11.0 billion
CAR Group may appeal to investors who want AI exposure that is grounded in real transactions rather than pure software. The company is using AI powered inspections, valuations and lead management tools to support its global marketplaces. It is reported to be operating at around 25% net margins on revenue of about A$1.25 billion and earnings of about A$314 million in FY2026. At the same time, a premium P/E, high reliance on external borrowings and only partially covered dividends indicate that the market already prices in a substantial degree of success from these AI and data products. For investors, a key consideration is whether growing AI monetisation across Brazil, Korea and North America can stay ahead of these financial pressures and rising competition.
CAR Group is leaning on AI tools while carrying premium expectations on earnings and debt. Get the full story behind those trade offs in the 3 key rewards and 2 important warning signs
Curious About Alternative Stock Paths
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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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