AI Models & Platforms Stocks
Companies building AI models, development platforms, and tools for AI deployment. Benefits when enterprises adopt more AI solutions and deploy more models.
Signal Context for This Category
Models & Platforms stocks benefit from institutional adoption stages and execution-led environments. They may face headwinds when narrative risk is high or value shifts purely to infrastructure.
Current Environment
Key Value Drivers
Enterprise AI platform adoption
Foundation model deployment growth
Developer tools and MLOps demand
API and inference service usage
Models & Platforms Stocks
20 companies • 20 high alignment • 0 neutral • 0 misaligned
| Ticker | Company | Alignment | Demand | Narrative Risk | Why Included |
|---|---|---|---|---|---|
| AI | C3.ai Enterprise AI application platform | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| CFLT | Confluent Data streaming for AI pipelines | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| CRWD | CrowdStrike AI-native endpoint security | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| DDOG | Datadog Cloud monitoring with AI/ML features | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| ESTC | Elastic N.V. Search and observability with AI | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| FTNT | Fortinet Network security with AI | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| GTLB | GitLab DevSecOps platform with AI coding | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| MDB | MongoDB Database platform for AI applications | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| NET | Cloudflare Edge computing and AI inference | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| OKTA | Okta Identity management with AI security | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| PANW | Palo Alto Networks AI-driven network security | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| PATH | UiPath AI-powered automation platform | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| PLTR | Palantir Technologies AI-powered data analytics platform | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| S | SentinelOne AI-powered cybersecurity platform | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| SNOW | Snowflake Cloud data platform with AI features | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| SPLK | Splunk Data platform for AI observability | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| TEAM | Atlassian Collaboration tools with AI features | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| TWLO | Twilio Communications platform with AI | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| WDAY | Workday Enterprise cloud with AI features | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
| ZS | Zscaler AI-powered cloud security | High | ↑ | Low | Strongly aligned with current AI market environment; AI platforms exposure; low narrative risk. |
How We Classify Companies
Companies are classified based on their primary AI value chain position. We consider:
- Core business model and revenue drivers
- Product portfolio and AI exposure
- Position in the AI stack (infrastructure vs application)
- Correlation with upstream AI market signals
Classification is updated as companies evolve their AI strategy. A company may be reclassified if their primary AI exposure shifts significantly.
Other Categories
For informational purposes only. Not investment advice. Signal Alignment describes market environment fit, not expected performance.