3 AI And Data Analytics Stocks Worth Watching Right Now

As AI moves from buzzword to core toolkit for tracking inflation, jobs and growth in real time, investors are no longer limited to slow, revision prone government reports. That shift is creating a data gap between companies that power these new insights and everyone else, and missing it could mean missing the next big story. This article walks through three AI and data analytics stocks exposed to that news and explains why they stand out right now.

The three stocks highlighted below are just a sample of what is available in this corner of AI and data analytics. The full screen surfaced 29 more companies with equally compelling business stories that are not covered here. To identify your own highest conviction angles in this space, head straight to the AI and Data Analytics Companies screener.

Cellebrite DI (CLBT)

Overview: Cellebrite DI builds software and services that help law enforcement, government agencies and corporations legally access, organize and analyze digital evidence from devices and cloud sources so they can investigate serious crimes and complex security incidents more efficiently.

Operations: Cellebrite DI reports US$496 million in revenue, all from internet software and services that support digital investigations and evidence management.

Market Cap: US$4.0b

Cellebrite DI sits at the intersection of AI, digital forensics and rising global security needs, which makes it stand out as AI driven data becomes more important for real time decision making. New AI products like Genesis and Guardian Investigate, plus management commentary that AI is moving from “promise to product,” show how the company is trying to turn its deep access to mobile and digital evidence into differentiated analytics. At the same time, the stock mixes appealing signals such as recent profitability and strong subscription momentum with clear watchpoints including reliance on US federal contracts, funding risk and significant insider selling. For investors interested in AI and data platforms tied to public safety, that tension is exactly what makes Cellebrite worth a closer look.

AI driven access to hard to reach digital evidence gives Cellebrite DI a story that many investors may be underestimating. Get the full picture in the 3 key rewards and 1 important warning sign, including one issue that could change how you see the stock.

Build your own AI and data insights shortlist

Cellebrite DI and the two other stocks in this list all came from a few simple filters, and you can apply the same approach to your own ideas. Use our flexible Screener to mix valuation, growth and balance sheet filters that fit your process, or tap straight into our curated Investing Ideas for ready made starting points.

Tenable Holdings (TENB)

Overview: Tenable Holdings helps companies understand and reduce their cyber risk by scanning cloud, on premises and AI powered systems for vulnerabilities, misconfigurations and identity threats, then prioritising what to fix first. Its platform spans exposure management, cloud and OT security, web app scanning and the long running Nessus tools used across much of the cybersecurity industry.

Operations: Tenable Holdings reports US$1.0b in revenue, entirely from security software and services, with the United States as its largest region alongside meaningful contributions from Europe, the Middle East and Africa and the Asia Pacific.

Market Cap: US$4.0b

Tenable Holdings sits where AI, cyber risk and data driven decision making meet. This area is attracting attention as enterprises look for real time visibility into fast changing attack surfaces. The company has recently turned profitable and is pointing to faster earnings growth than revenue growth. It is also leaning into AI agents like Hexa and its CyberAgents Exchange to automate remediation rather than just flag problems. At the same time, it carries funding risk due to reliance on external borrowing and depends heavily on government and public sector spending, which can be lumpy. For investors who think AI driven security platforms could become central to how organisations protect critical data, this is a story that may warrant closer inspection before forming a view.

Profitable growth at Tenable Holdings is starting to decouple from raw revenue scale, yet many investors still treat it like another crowded cybersecurity stock. Read the analyst forecasts for Tenable Holdings to see what that shift could be hiding.

Similarweb (SMWB)

Overview: Similarweb provides digital data and analytics that help companies, brands and investors understand how people behave online, how competitors win traffic and sales, and where demand is building across websites, apps, search, advertising and emerging AI driven channels.

Operations: Similarweb generates US$289 million in revenue from online financial information and digital intelligence services.

Market Cap: US$658 million

Similarweb sits in the slipstream of the shift toward AI and real time alternative data, supplying the digital intelligence that powers both human analysts and autonomous agents. Large multi year contracts with AI focused enterprises, growing demand for Gen AI data and recognition as a category leader point to a business that many investors may still see as a niche tool rather than critical infrastructure. At the same time, the company remains loss making, carries higher funding risk and leans on a handful of large customers, so the path to stronger profitability is not risk free. For investors interested in businesses that may be important to how markets track inflation and growth, Similarweb may warrant closer research.

Similarweb sits at the heart of AI ready web data, yet many investors still treat it as a niche tool. See how the analysis report for Similarweb frames its growth story and the one risk that could flip the script.

Seeking Alternatives Before Momentum Flies

Fresh ideas move first. By the time every investor spots the breakout, the best entry points may already be gone. Scan these under the radar lists while it matters and act now.

• Spot sturdy balance sheets before they hit the spotlight and quickly filter companies using the list of solid balance sheet and fundamentals (48 results).
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• Explore possible capital rotations into overlooked producers with a focused pass through the 29 elite gold producer stocks.

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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