3 Top-Ranked AI Stocks Delivering Robust Results

AI-related stocks have faced notable selling pressure recently, with several developments weighing on sentiment. But while the market’s attitude has gone sour, the reality remains that the underlying growth outlook is highly favorable for many companies directly benefiting from the revolution, with recent results from several underpinning the favorable picture.

Nebius Group NBIS, Snowflake SNOW, and Salesforce CRM have all recently posted strong results, with each currently sporting a favorable Zacks Rank, reflecting bullish earnings pictures.

Nebius Growth Remains Explosive

Nebius, a current Zacks Rank #2 (Buy), provides AI-focused cloud infrastructure, offering the computing capacity companies need to develop, train, and deploy advanced AI models. Shares have faced notable pressure recently, with concerns surrounding massive capital expenditures and financing needs weighing heavily.

EPS revisions have soared across the board over recent months.

Negative sentiment aside, the growth picture remains remarkably strong, with revenue in its latest release soaring 571% YoY to $981 million. Importantly, management expects 2027 sales in the $12-$13 billion range, roughly quadruple 2026 revenue.

The company's massive spending requirements do remain a concern, helping explain the weak post-earnings reaction and overall negative sentiment. But while the spending picture is undoubtedly aggressive, robust demand for AI infrastructure provides a favorable longer-term backdrop.

Snowflake Continues Benefiting From AI Adoption

Snowflake, a current Zacks Rank #2 (Buy), provides a cloud-based data platform that enables enterprises to store, analyze, and increasingly utilize their information for AI applications. EPS revisions for its current and next fiscal years have climbed consistently over the past year, suggesting growth rates of 78% in FY27 and 33% in FY28.

Its latest quarterly results were rock-solid and reflected big growth, with sales of $1.6 billion growing 35% from the same period last year. The demand picture also remained favorable, with remaining performance obligations climbing 30% YoY to $9 billion. And to top it off, net revenue retention of 126% further reflected continued spending growth among existing customers.

Salesforce's AI Momentum Remains Strong

Salesforce, a current Zacks Rank #2 (Buy), has become an increasingly prominent AI player through its Agentforce platform, which enables businesses to deploy autonomous AI agents to automate workflows, improve customer interactions, and boost productivity.

The stock has similarly been under scrutiny, with fears surrounding AI-driven software disruption weighing on shares. But its latest quarterly results suggest the company is actively benefiting from the technology rather than simply being threatened by it.

Revenue climbed 11% YoY to a record $11.3 billion in its latest release, with adjusted EPS more than doubling to $5.90. Agentforce and Data 360 annual recurring revenue reached nearly $3.9 billion, up more than 210% YoY, with Agentforce ARR alone exceeding $1.5 billion. The company also raised its FY27 sales guidance, overall wrapping up a strong period.

Keep in mind that the stock also pays a dividend, with shares currently yielding a respectable 0.8% annually.

Bottom Line

The recent weakness across AI-related stocks has been difficult to ignore, but the growth pictures remain strong for Nebius Group NBIS, Snowflake SNOW, and Salesforce CRM, as reinforced by recent results.

All three currently sport a favorable Zacks Rank, reflective of bullish earnings pictures.

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This article originally published on Zacks Investment Research (zacks.com).

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