As the next major wave of artificial intelligence (AI) emerges, companies specializing in agentic AI are gaining attention. Agentic AI refers to automated AI agents that can complete assigned tasks without constant human supervision. Several stocks poised to benefit from this development include UiPath, Salesforce, Nvidia, Amazon, and SoundHound AI.
UiPath’s transition to agentic AI
UiPath (PATH -3.42%) initially focused on robotic automation, helping customers create software robot agents that perform mundane tasks like data entry. The company’s platform offers low-code development tools and document processing capabilities, primarily designed for structured data automation. However, agentic AI represents a shift, enabling AI agents to work with unstructured data and make autonomous decisions.
During its user conference in October, UiPath discussed its roadmap for agentic automation, which includes launching tools such as Agent Builder and Agentic Orchestration. Agent Builder will allow customers to create agents that work alongside software robots using low-code platforms or pre-built templates. Agentic Orchestration will enable collaboration among humans, robots, and AI agents, allowing customers to design and optimize complex business processes. UiPath aims to become a neutral platform for agentic AI, supporting integrations with vendor-specific AI agents.
Despite facing challenges in its transition to an agentic AI company, UiPath has reported a 9% revenue growth last quarter and a 17% increase in annual recurring revenue (ARR). The company boasts a net dollar retention rate of 113% as existing customers continue to expand their spending. To attract new clients, UiPath has partnered with major firms including SAP, Microsoft, Deloitte, and Ernst & Young. The stock trades at a forward price-to-sales (P/S) ratio of 4.8 times fiscal 2026 analyst estimates, positioning it as a potential rebound candidate following new agentic AI launches.
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Salesforce and its Agentforce solution
Salesforce (CRM -2.77%) has consistently been a leader in customer relationship management (CRM) software, evolving by acquiring companies like Mulesoft, Tableau, and Slack to enhance its offerings in automation and analytics. The company is now focusing on agentic AI through its new Agentforce solution, allowing customers to build and customize autonomous AI agents. This platform includes ready-to-use agents that can be personalized using no-code and low-code tools.
Salesforce highlighted various use cases for Agentforce, such as patient-services agents in healthcare and DMV agents for public sector inquiries. Following the introduction of Agentforce in October, the company reported 200 closed deals by December, with thousands more in the pipeline. Additionally, it launched Agentforce 2.0, enhancing reasoning, integration, and customization features, and announced 1,000 more closed deals shortly thereafter. Priced at $2 per conversation for usage-based billing, Salesforce aims to deploy 1 billion Agentforce AI agents by the end of fiscal 2026, which ends in January 2026. The stock trades at a forward P/S ratio of 7.6 times fiscal 2026 estimates, reflecting a reasonable valuation given the agentic AI opportunity ahead.
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Nvidia’s strategic expansion
Nvidia has emerged as a key player in agentic AI, building on its core strength in AI chips. The company has expanded into software that supports AI development. At CES, Nvidia’s CEO Jensen Huang presented blueprints for building AI agents, highlighting integrated partnerships that leverage its Enterprise software platform. For instance, Nvidia’s new AI blueprint allows businesses to analyze extensive video footage for operational efficiencies.
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Amazon’s cloud advantage with AI agents
Amazon (AMZN -1.44%) stands as the leading global cloud service provider, positioning itself to benefit from the growth of AI agents through Amazon Web Services (AWS). AWS allows developers to quickly construct AI agents via the Amazon Bedrock platform. The division achieved a $110 billion annualized revenue run rate, bolstered by demand for AI products and services. Internally, Amazon is leveraging AI agents like Project Amelia to enhance e-commerce efficiency and provide better service to sellers and customers.
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SoundHound AI’s conversational focus
SoundHound AI (SOUN -6.19%) specializes in conversational AI, enabling applications across diverse industries. The company differentiates itself by converting speech directly into meaning, enhancing speed and quality. It is also expanding its portfolio of AI agents capable of handling complex tasks in various sectors, including finance and telecommunications. Recently, SoundHound’s AI agent helped a French finance broker reduce inbound queries by 20% within a year.
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Additionally, SoundHound has developed AI agent solutions for employee-related tasks in HR and IT. The company has experienced significant growth, with a 89% increase in revenue last quarter, indicating strong momentum as the agentic AI market develops.
Disclaimer: The content of this article is for informational purposes only and should not be construed as investment advice. We do not endorse any specific investment strategies or make recommendations regarding the purchase or sale of any securities.
Featured image credit: Kerem Gülen/Ideogram
