ServiceNow And 2 Other Profitable AI Stocks To Own

Rising expectations of further US rate hikes after hotter inflation have put easy-money AI stories under real pressure. Cash is now competing hard for your capital. That puts a premium on businesses that already turn heavy AI spending into earnings, rather than just headlines. This article spotlights three profitable AI-focused stocks that meet that test and explains how they might fit into a portfolio built for staying power, not hype.

The three stocks covered below are a small sample, and the full screen on Simply Wall St surfaces 39 more profitable AI companies with similarly cash-focused stories that are not discussed here. To see the wider field and identify which AI earners best fit your own risk and return goals, head straight into the Profitable AI Stocks screener

ServiceNow (NOW)

Overview: ServiceNow provides cloud-based workflow software that uses AI-powered tools like Automation Engine and ServiceNow Impact to automate and optimize enterprise processes across departments.

Operations: ServiceNow generates about US$15.4b from internet software and services, with revenue concentrated in the United States at roughly US$9.2b.

Market Cap: US$106.7b

ServiceNow matters for this Profitable AI Stocks theme because its AI-infused workflow platform is already sold as paid products, not just experiments, according to Andrei_Niculescu, a Simply Wall St Community investor who wrote the Narrative.

"Agentic AI monetization: ServiceNow AI crossed $1 billion in annual contract value in Q2 2026, suggesting AI is moving from experimentation toward meaningful enterprise spending."

What happens to ServiceNow’s cash generation will depend heavily on how one unseen pressure shapes future AI deal economics and margins.

Those shifting deal terms are exactly what the full narrative for ServiceNow unpacks, showing where ServiceNow’s AI momentum could be accelerating or quietly stalling beneath headline contract wins.

Vertiv Holdings Co (VRT)

Overview: Vertiv Holdings Co supplies the power, cooling, and modular data-center infrastructure that keeps high-density AI computing and other digital workloads running reliably.

Operations: Vertiv generates about US$8.8b from the Americas, US$3.1b from Asia Pacific, and US$2.7b from Europe, Middle East & Africa, before intersegment eliminations of US$1.5b.

Market Cap: US$77.2b

Vertiv matters for the Profitable AI Stocks theme because its liquid cooling, high-capacity power systems, and predictive services directly turn AI data-center capex into revenue-generating infrastructure, according to pdixit1, an investor in the Simply Wall St Community who wrote the Narrative.

"The liquid cooling market is already growing at roughly 20-30% annually as hyperscalers like Microsoft, Google, and Amazon race to build AI infrastructure. Vertiv's Q4 2025 organic orders surged 252% year-over-year, and its $15 billion backlog is equivalent to roughly 1.5 years of trailing revenue."

For Vertiv, what happens to long-term AI demand if one critical assumption about power density and cooling efficiency eventually shifts will be crucial.

If that power and cooling assumption shifts, the full narrative for Vertiv Holdings Co shows how Vertiv Holdings Co’s AI infrastructure story could accelerate, broaden, or quietly stall beneath headline orders.

CrowdStrike Holdings (CRWD)

Overview: CrowdStrike Holdings runs the Falcon AI-driven cybersecurity platform, protecting endpoints, cloud workloads, identities, and generative AI environments through SaaS subscriptions.

Operations: CrowdStrike generates about US$5.4b from security software and services, with roughly US$3.6b from the United States and the rest mainly from EMEA and Asia Pacific.

Market Cap: US$234.6b

CrowdStrike matters for this Profitable AI Stocks screen because its Falcon AI security platform is already a paid, subscription engine for defending enterprise and generative AI systems. The analyst consensus Narrative on Simply Wall St highlights how that software model is being pushed deeper across customer security budgets.

"The introduction of Falcon Flex, a subscription model that accelerates module adoption and simplifies procurement, is increasing customer commitment and lengthening customer relationships, which may lead to increased future revenue and improved net margins due to larger, bundled sales."

What happens to CrowdStrike’s profitability will depend on how one unresolved assumption about future AI security spending shapes module uptake and long-run margins.

That hinges on how far security budgets stretch into AI specific tools, and the full narrative for CrowdStrike Holdings shows where CrowdStrike Holdings may be quietly decoupling from peers.

Seeking Alternatives Before The Crowd

Fresh breakouts, early momentum, and stocks still flying under most radars rarely stay mispriced for long. Before the window drops and the edge is gone, consider acting early.

• Scan for off-the-radar quality where balance sheets and fundamentals still line up with reasonable entry points using the list of solid balance sheet and fundamentals (24 results).
• Look for potential income opportunities while yields remain elevated, focusing on cash-backed payouts inside the 5 dividend fortresses.
• Explore sectors involved in long-run AI and electrification buildouts that may benefit from potential demand tailwinds using the curated 16 top copper producer stocks.

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