2 Artificial Intelligence (AI) Stocks That Wall Street Loves but Most Investors Haven’t Heard Of
2 Artificial Intelligence (AI) Stocks That Wall Street Loves but Most Investors Haven’t Heard Of
Publish Date: 2026-03-04 16:36:00
Source Domain: www.theglobeandmail.com
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ASML’s Dominance and Impact: ASML is described as “the most important company you’ve never heard of” due to its critical role in producing advanced chipmaking technologies, specifically in extreme ultraviolet (EUV) lithography. ASML’s equipment is indispensable for leading semiconductor companies like Intel, Samsung, and Taiwan Semiconductor Manufacturing Company.
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Financial Growth and Projections: In 2025, ASML’s revenue reached 33 billion euros ($38 billion) with a net income of 9.6 billion euros ($11 billion), marking a 16% revenue increase and 27% increase in net income. For 2026, the company forecasts yearly revenue between 34 and 39 billion euros, indicating continued financial growth.
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Market Recognition and Stock Performance: Despite its lack of name recognition, ASML’s stock nearly doubled over the past year, driven by investor awareness of its importance in AI-related technology and significant increases in EUV machine demand.
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Innodata’s Rejuvenation through AI: Innodata’s growth has been revived through its involvement in AI, partnering to offer data curation and model evaluation services to develop generative AI models. This resulted in a 48% revenue rise in 2025, reaching about $252 million, and a 12% increase in profit.
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Investor Outlook and Valuation Changes: While Innodata’s growth rate for 2026 is predicted to slow down to 26%, its Q4 2025 revenue increase suggests this deceleration has already begun. The stock has pulled back in the last year but remains above its 2024 levels. Its forward P/E ratio of 36 surpasses the S&P 500 average.
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ASML’s Stock Recommendation: The Motley Fool Stock Advisor team identified alternative top stocks likely to yield high returns, and while ASML is influential, it is not among their current top 10 picks. They offer a list of recommended stocks, emphasizing their historically high average return compared to the S&P 500.
