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Chicago, IL – November 14, 2025 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: https://www.zacks.com/stock/news/2790864/3-hidden-gem-ai-stocks-to-buy-now)
Welcome to Episode #464 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.
This week, Tracey is going solo to discuss how investors can use the Zacks Rank system to find hidden gem AI stocks to buy right now.
All investors know the top AI stocks such as NVIDIA Corp. and Palantir. But the AI Revolution story involves more than just these mega-cap companies.
The AI infrastructure must be built out and that includes building data centers, cooling them, building out the interiors with racks and chips, and finding the power to keep them operating.
There are more companies involved in the AI infrastructure build-out than you might think.
But how do you find them? NVIDIA is an obvious investment if you're looking for an AI stock.
But how do you find the hidden gems that few know about?
The Zacks Rank is a short-term recommendation of just 1 to 3 months that looks at revisions to analyst earnings estimates. If more analysts are revising their earnings estimates higher in the last week or 30 days, the more bullish it is.
At the time of this podcast, there were 209 stocks that were Zacks Rank #1 (Strong Buy) stocks. This is the top Zacks Rank.
Unfortunately, there is no "AI Revolution" industry or sector. That would have made it easy. The AI stocks are in numerous industries from semiconductors, to construction, to engineering, and to electronics. Some may be in industries that you would never think would be involved in AI at all.
Tracey had to manually look at each individual stock to see if they were involved in the AI Revolution.
1. Everus Construction Group ECG
Everus Construction is a construction services provider with a market cap of $5.1 billion. It's Electrical & Mechanical segment was up 42.9% to $767.3 million in the third quarter, due to continued growth in the data center submarket.
Did someone say data center?
Shares of Everus Construction are up 43.8% year-to-date to a new all-time high. Earnings are expected to rise 27.8% this year. Everus has a forward price-to-earnings (P/E) ratio of 27.9.
Everus is a Zacks Rank #1 (Strong Buy) stock.
Should investors have Everus on their short list?
2. Comfort Systems USA, Inc. FIX
Comfort Systems is a building and service provider in mechanical, electrical, modular and plumbing building systems. It is a large cap company with a market cap of $33.7 billion.
Data centers need to be powered and cooled. Comfort Systems is a hidden gem AI play.
In the third quarter of 2025, Comfort Systems reported a backlog of $9.38 billion. It was the first time the backlog had ever been over $9 billion.
Shares of Comfort Systems have soared 127% year-to-date to new all-time highs. It's not cheap, with a forward P/E ratio of 36.3. A P/E over 30 is considered expensive.
But Comfort Systems is expected to grow its earnings by 80% this year.
Should Comfort Systems be on your short list?
3. Allient Inc. ALNT
Allient is a global engineering and manufacturing company. In the third quarter of 2025 it had double-digit revenue growth and record gross margin of 33.3%. The industrial market revenue was up 20% in Q3 due to strong demand for power solutions in HVAC/data center.
Allient is a small cap company with a market cap of $887 million. It's in the Zacks industry of Electronics – Miscellaneous Components.
Shares of Allient are up 117.1% year-to-date. Earnings are expected to rise 35.6% in 2025. Allient has an attractive P/E ratio of 25.9.
Should this small cap engineering company be on your AI short list?
What Else Should You Know About Using the Zacks Rank to Find Top AI Stocks?
Tune into this week's podcast to find out.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
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This article originally published on Zacks Investment Research (zacks.com).
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