Best large-cap AI stocks to invest in 2026

Large-cap AI stocks offer compelling growth opportunities as artificial intelligence moves from experimentation to widespread enterprise deployment across industries. Are you looking for established companies with strong fundamentals that are driving the next wave of AI-powered innovation?

Super Micro Computer Inc. provides high-performance server and storage solutions optimized for AI workloads, cloud computing, and data center infrastructure worldwide. AppLovin leverages advanced machine learning algorithms to optimize mobile advertising, user acquisition, and monetization across its global app ecosystem. Palo Alto Networks delivers comprehensive cybersecurity solutions powered by AI-driven threat detection and response for enterprises and governments globally.

These large-cap AI companies combine innovation, financial strength, and scalable business models to capture growing demand for artificial intelligence solutions. As enterprises accelerate their AI adoption strategies, these are among the best large-cap AI stocks for 2026.

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Before we dive into each company, let`s take a look at how your investment would have performed if you had invested in stocks mentioned in this article.

Now, let`s take a closer look at each of the companies:

  • Super Micro Computer Inc. (NYSE:SMCI)

    Super Micro Computer is a premier global provider of customized servers and advanced artificial intelligence computing infrastructure platforms serving global markets. Founded in 1993 in San Jose California, the company specializes in modular server design and system optimization for specialized computing applications. Super Micro serves cloud providers, enterprises, and AI infrastructure customers across multiple global markets with comprehensive technology solutions every day.

    The company benefits significantly from strong and growing demand for AI ready computing infrastructure solutions throughout global technology markets now. Customized server platform designs support customer innovation requirements and rapid infrastructure deployment for advanced enterprise computing applications worldwide technology today. Relationships with major cloud providers and hyperscalers ensure continued strong revenue growth and sustainable competitive market expansion opportunities overall always.

    Super Micro Computer Inc. financial statements

    Analysts recommendation: 2.45

    Financial Health

    • Return on assets (ROA): 3.42%
    • Return on equity (ROE): 13.19%
    • Return on investment (ROI): 7.06%

    Profitability

    • Gross margin: 8.02%
    • Operating margin: 3.74%
    • Net profit margin: 3.11%

    Growth

    • EPS (past 5 years): 59.92%
    • EPS (current): 1.37
    • EPS estimate (next quarter): 0.49
    • EPS growth (this year): 19.2%
    • EPS growth (next year): 47.27%
    • EPS growth (next 5 years): 15.17%
    • EPS growth (quarter-over-quarter): -61.64%
    • Sales growth (past 5 years): 45.76%
    • Sales growth (quarter-over-quarter): 123.4%

    💡 Why invest in Super Micro Computer Inc.?

    Super Micro Computer Inc. presents compelling advantages for growth investors seeking artificial intelligence computing exposure:

    • AI Infrastructure Leadership: Super Micro specializes in AI optimized server solutions, positioning the company at the forefront of artificial intelligence computing with industry leading product offerings and comprehensive customer support services.
    • Cloud Provider Partnerships: The company maintains strong relationships with major cloud providers and chip manufacturers, ensuring steady demand streams and access to advanced cutting edge technologies for continuous product development.
    • Custom Server Solutions: Customized server designs for specific customer requirements create competitive advantages and deliver higher margin opportunities unavailable to generalist hardware manufacturers competing in global server market.
    • Market Timing Advantage: Super Micro benefits from accelerating AI infrastructure adoption across enterprises, cloud providers and specialized computing applications driving strong revenue growth opportunities and sustained market expansion globally.

    🐌 Key considerations before investing in Super Micro Computer Inc.

    Investors should carefully consider potential challenges that could affect Super Micro Computer Inc. growth and performance:

    • Stock Valuation Concerns: Like many technology companies, SMCI's stock can be volatile, reflecting expectations of future technology spending, economic conditions, and market sentiment requiring careful analysis and investor consideration.
    • Server Market Competition: Established technology giants and emerging players compete aggressively for market share, challenging Super Micro's position in the server marketplace with innovative offerings and competitive strategies worldwide.
    • Supply Chain Risks: Supply chain disruptions and component shortages may impact production capacity temporarily, requiring strategic inventory management and supplier diversification to maintain operational efficiency and customer satisfaction.
    • Product Innovation Demands: The fast paced technology sector requires continuous innovation to prevent product obsolescence, necessitating significant R&D investment and adaptation to evolving technological trends and competitive market requirements.

    Final thoughts on Super Micro Computer Inc.

    Super Micro demonstrates clear and strategic leadership in AI infrastructure and advanced computing platforms across global markets with significant advantages. The company benefits significantly from accelerating AI adoption and infrastructure investment cycles creating compelling growth opportunities for long term investors. For investors seeking AI infrastructure exposure with strong technological leadership, Super Micro offers attractive and compelling long term investment prospects.

  • AppLovin (NYSE:APP)

    AppLovin Corporation is a leading premium mobile application monetization and advertising technology platform provider serving app developers and publishers across global markets. Founded in 2011 and headquartered in Palo Alto, the company specializes in developing advanced software platforms for app monetization, user acquisition, and mobile advertising. AppLovin serves mobile app developers and publishers globally with comprehensive technology tools, analytics platforms, and integrated marketing solutions for growth.

    The platform empowers developers to monetize their applications effectively while maintaining strong user engagement and delivering optimal advertising experiences across diverse global markets. AppLovin's advanced machine learning algorithms intelligently optimize ad placements and targeting to maximize revenue generation for publishers and advertisers operating across global platforms. The company continues to expand with strategic acquisitions, innovative product launches, and advancements in mobile advertising technology that strengthen its competitive market positioning worldwide.

    AppLovin financial statements

    Analysts recommendation: 1.47

    Financial Health

    • Return on assets (ROA): 39.53%
    • Return on equity (ROE): 212.94%
    • Return on investment (ROI): 54.63%

    Profitability

    • Gross margin: 87.86%
    • Operating margin: 76.92%
    • Net profit margin: 60.83%

    Growth

    • EPS (past 5 years): 84.28%
    • EPS (current): 10.05
    • EPS estimate (next quarter): 2.95
    • EPS growth (this year): 87.5%
    • EPS growth (next year): 57.79%
    • EPS growth (next 5 years): 62%
    • EPS growth (quarter-over-quarter): 96.46%
    • Sales growth (past 5 years): 36.49%
    • Sales growth (quarter-over-quarter): 20.8%

    💡 Why invest in AppLovin?

    AppLovin offers compelling advantages for growth investors seeking mobile monetization and user acquisition technology exposure:

    • Advanced Monetization Technology: AppLovin provides sophisticated machine learning powered monetization tools enabling developers to optimize ad placements and maximize revenue generation across diverse platforms and markets worldwide.
    • User Acquisition Solutions: The company offers comprehensive user acquisition tools and strategies helping developers reach target audiences efficiently and drive sustainable growth in competitive mobile technology markets and applications globally.
    • Global Developer Network: AppLovin has established extensive networks of developers and publishers globally creating powerful network effects that strengthen competitive positions in mobile advertising markets and technology worldwide.
    • Strategic Market Positioning: AppLovin's strategic acquisitions and product expansions strengthen market position in mobile gaming and app monetization providing developers with integrated solutions for revenue optimization and growth strategies.

    🐌 Key considerations before investing in AppLovin

    Investors should carefully consider these important potential challenges and risks that could affect AppLovin's overall performance:

    • Mobile Platform Risk: AppLovin's revenue depends heavily on mobile platforms creating significant exposure to policy changes from Google and Apple that could materially affect business operations, profitability, and growth trajectory.
    • Market Competition Pressure: The mobile advertising market faces intense competition from major technology companies and emerging platforms potentially pressuring AppLovin's market share, profitability, and long term growth strategies.
    • Regulatory Privacy Challenges: Privacy regulations and data protection laws create substantial compliance challenges that limit AppLovin's data collection and user targeting capabilities in key markets and regions across global jurisdictions.
    • Integration Execution Complexity: AppLovin's growth strategy relies on successful integration of acquired companies and technologies; failures could result in operational disruptions and reduced expected synergies and competitive advantages.

    Final thoughts on AppLovin

    AppLovin demonstrates clear leadership in mobile app monetization and user acquisition platforms with strong competitive advantages and market positioning globally across diverse regions. The company benefits significantly from accelerating demand for advanced mobile monetization solutions and digital advertising growth driving sustainable revenue expansion across worldwide markets. For investors seeking diversified mobile advertising exposure with strong growth potential, AppLovin offers compelling and attractive long term investment prospects and value creation.

  • Palo Alto Networks (NYSE:PANW)

    Palo Alto Networks Inc is a global cybersecurity leader that provides advanced next-generation firewall technology and comprehensive security solutions to organizations worldwide. Founded in 2005 by Nir Zuk and headquartered in Santa Clara, California, the company has redefined how organizations protect their digital assets. Palo Alto Networks helps businesses of all sizes combat increasingly sophisticated cyber threats with confidence through its innovative and integrated security platforms.

    The company specializes in network security, cloud security, and endpoint protection, offering a comprehensive platform that integrates artificial intelligence and automation for enhanced threat detection. Its products and services are widely adopted across industries, from finance to healthcare, enabling secure digital transformation and protecting critical business operations. With a commitment to innovation and a customer-centric approach, Palo Alto Networks continues to empower organizations to stay ahead of emerging cyber risks.

    Palo Alto Networks financial statements

    Analysts recommendation: 1.6

    Financial Health

    • Return on assets (ROA): 3.18%
    • Return on equity (ROE): 15.32%
    • Return on investment (ROI): 12.4%

    Profitability

    • Gross margin: 73.47%
    • Operating margin: 12.01%
    • Net profit margin: 11.69%

    Growth

    • EPS (past 5 years): N/A
    • EPS (current): 1.59
    • EPS estimate (next quarter): 0.94
    • EPS growth (this year): -4.1%
    • EPS growth (next year): 12.53%
    • EPS growth (next 5 years): 14.04%
    • EPS growth (quarter-over-quarter): -4.75%
    • Sales growth (past 5 years): 22.03%
    • Sales growth (quarter-over-quarter): 15.7%

    💡 Why invest in Palo Alto Networks?

    Palo Alto Networks demonstrates key advantages that make it an attractive investment opportunity in the cybersecurity sector:

    • Next-Generation Firewall Leadership: Palo Alto Networks is a pioneer and continued leader in NGFW technology, offering best-in-class solutions for network security with advanced threat detection, prevention capabilities, and comprehensive visibility.
    • Holistic Security Platform: They provide a holistic cybersecurity platform that addresses various security needs, catering to a broader customer base with integrated solutions for network, cloud, endpoint, and application protection across markets.
    • Advanced AI Integration: Their commitment to integrating AI and ML into their platform positions them at the forefront of cybersecurity innovation with advanced threat intelligence, automated response capabilities, and proactive risk assessment.
    • Strong Market Demand: The ever-increasing reliance on technology and the growing threat landscape create strong and consistent demand for robust cybersecurity solutions across all industries and sectors driving sustainable long term revenue growth.

    🐌 Key considerations before investing in Palo Alto Networks

    However, investors should carefully consider the challenges facing Palo Alto Networks in its competitive market landscape:

    • Cyberthreat Evolution Challenges: Cybercriminals are constantly developing new methods of attack, requiring Palo Alto Networks to keep pace with innovation in threat detection and prevention technologies continuously across global markets.
    • Cybersecurity Competition Pressure: The cybersecurity market is crowded with established players and emerging vendors, vying for market share through competitive pricing and innovative security solutions offerings across global enterprise markets.
    • Workforce Talent Shortage: A shortage of skilled cybersecurity professionals can limit Palo Alto Networks` ability to implement and support their advanced security solutions effectively across global markets and diverse customer segments worldwide.
    • Security Incident Risks: Even the most robust security systems can be breached, and a major security incident involving a Palo Alto Networks product could significantly damage their reputation, impact sales, and erode customer confidence.

    Final thoughts on Palo Alto Networks

    Palo Alto Networks demonstrates leadership in next-generation firewall technology and comprehensive security platforms, offering a compelling investment opportunity in the essential cybersecurity sector. However, the evolving threat landscape, intense competition, workforce limitations, and inherent security breach risks require careful consideration from potential long term investors. For investors seeking exposure to cybersecurity growth, Palo Alto Networks offers strong competitive positioning and innovative technology leadership in global security markets.

  • AeroVironment (NYSE:AVAV)

    AeroVironment is a leading American defense technology company specializing in unmanned aerial systems, tactical missile systems, and advanced robotics solutions worldwide. Founded in 1971 by Paul MacCready and headquartered in Arlington, Virginia, the company has established itself as a premier provider of small unmanned aircraft systems. AeroVironment has demonstrated strong growth in defense contracts, benefiting significantly from increased US defense spending and military modernization programs across global markets.

    AeroVironment`s defense portfolio encompasses small unmanned aircraft systems including Puma, Raven, and Wasp drones for intelligence and surveillance missions worldwide. The company supplies critical unmanned systems to major defense programs including US Army tactical operations and Special Operations Command missions worldwide. With rising global defense expenditure and increasing demand for unmanned systems, AeroVironment is strategically positioned to capitalize on defense modernization initiatives.

    AeroVironment financial statements

    Analysts recommendation: 1.07

    Financial Health

    • Return on assets (ROA): -1.24%
    • Return on equity (ROE): -2.64%
    • Return on investment (ROI): -0.86%

    Profitability

    • Gross margin: 26.8%
    • Operating margin: -6.4%
    • Net profit margin: -5.08%

    Growth

    • EPS (past 5 years): -2.04%
    • EPS (current): -1.21
    • EPS estimate (next quarter): 0.79
    • EPS growth (this year): 11.6%
    • EPS growth (next year): 24.66%
    • EPS growth (next 5 years): 21.31%
    • EPS growth (quarter-over-quarter): -292.01%
    • Sales growth (past 5 years): 17.44%
    • Sales growth (quarter-over-quarter): 150.7%

    💡 Why invest in AeroVironment?

    AeroVironment offers compelling strengths for investors seeking exposure to defense unmanned systems and long-term growth:

    • Unmanned Systems Leadership: AeroVironment maintains dominant positions in small unmanned aircraft systems and loitering munitions with proven battlefield performance, creating substantial barriers to entry and premium pricing power.
    • Switchblade Munitions Dominance: Develops cutting-edge Switchblade tactical missiles that provide precision strike capabilities for military forces, commanding premium pricing and securing long-term government defense contracts across allied markets.
    • Defense Contract Portfolio: Benefits from sustained United States Department of Defense spending on unmanned systems and tactical missiles, providing predictable and reliable revenue streams from multi-year defense contracts and programs.
    • Advanced Autonomous Technologies: Invests heavily in artificial intelligence, autonomous flight systems, and next-generation drone technologies that position the company for future defense requirements and emerging commercial applications.

    🐌 Key considerations before investing in AeroVironment

    However, investors should carefully consider the challenges facing AeroVironment in its competitive defense market landscape:

    • Defense Contract Dependency: Heavy reliance on U.S. government defense contracts makes the company vulnerable to budget cuts, political changes, and shifts in military priorities that could significantly impact revenue stability and growth.
    • Regulatory Export Restrictions: Strict regulations on drone exports and defense technologies limit AeroVironment`s ability to expand into international markets and capitalize on growing global demand for advanced unmanned systems and solutions.
    • High Development Costs: Continuous investment in innovation and new technologies requires substantial R&D spending that can pressure margins and affect short-term profitability in competitive defense and unmanned systems markets globally.
    • Competitive Market Pressures: Faces competition from established defense contractors like General Atomics and Northrop Grumman along with emerging drone companies with superior resources and broader product portfolios across global markets.

    Final thoughts on AeroVironment

    AeroVironment demonstrates leadership in unmanned systems and tactical missiles, creating compelling opportunities for investors seeking defense and drone technology exposure. However, defense contract dependency, export restrictions, high development costs, and competitive pressures warrant careful evaluation from potential long term investors. For investors seeking exposure to defense modernization and autonomous warfare technology, AeroVironment offers strong competitive positioning and compelling growth potential globally.

  • CrowdStrike (NYSE:CRWD)

    CrowdStrike Holdings Inc is a leading cybersecurity technology company that provides cloud-native endpoint security solutions to organizations across global markets. Founded in 2011 by George Kurtz and headquartered in Austin, Texas, the company has quickly become a leader in endpoint security and threat intelligence. CrowdStrike`s Falcon platform revolutionized cybersecurity with its cloud-native architecture, providing real-time protection and visibility across organizations of all sizes worldwide.

    The company specializes in preventing, detecting, and responding to sophisticated cyber threats through its AI-powered solutions and advanced threat intelligence capabilities. Its services include endpoint protection, managed threat hunting, and proactive incident response, catering to industries such as finance, healthcare, and government sectors. With a strong focus on innovation and scalability, CrowdStrike has earned a reputation as a trusted partner in securing critical systems and sensitive data worldwide.

    CrowdStrike financial statements

    Analysts recommendation: 1.85

    Financial Health

    • Return on assets (ROA): -2%
    • Return on equity (ROE): -8.81%
    • Return on investment (ROI): -6.52%

    Profitability

    • Gross margin: 74.28%
    • Operating margin: -5.59%
    • Net profit margin: -6.88%

    Growth

    • EPS (past 5 years): 34.76%
    • EPS (current): -1.28
    • EPS estimate (next quarter): 1.1
    • EPS growth (this year): -5.48%
    • EPS growth (next year): 29.3%
    • EPS growth (next 5 years): 16.05%
    • EPS growth (quarter-over-quarter): -97.52%
    • Sales growth (past 5 years): 52.37%
    • Sales growth (quarter-over-quarter): 22.2%

    💡 Why invest in CrowdStrike?

    CrowdStrike offers compelling strengths for investors seeking exposure to cybersecurity markets and long-term growth potential:

    • Essential Cybersecurity Solutions: In today`s interconnected world, robust cybersecurity is no longer optional, and CrowdStrike`s solutions safeguard businesses from cyberattacks with irreplaceable protection and comprehensive visibility.
    • Cloud-Native Security Advantage: Their focus on cloud-based security aligns perfectly with the growing adoption of cloud computing, ensuring their solutions remain relevant, scalable, and future-ready for enterprises across global markets.
    • Continuous Innovation Leadership: CrowdStrike recognizes the constantly evolving nature of cyber threats and continuously develops their cloud-powered security platform, staying ahead of emerging threats across global enterprise markets.
    • Strong Revenue Growth: CrowdStrike boasts a history of consistent revenue growth, demonstrating the increasing demand for their innovative cybersecurity solutions across global enterprise markets and diverse industry sectors worldwide.

    🐌 Key considerations before investing in CrowdStrike

    However, before investing in CrowdStrike Holdings, it`s crucial to consider the potential challenges they face in markets:

    • High Stock Valuation: CrowdStrike`s high valuation reflects its strong growth potential, but it may also leave less room for future stock price appreciation in competitive market conditions and challenging economic environments globally.
    • Market Competition Intensity: The cybersecurity market is crowded with established players and nimble startups vying for market share, requiring CrowdStrike to maintain their technological edge continuously across worldwide enterprise markets.
    • Evolving Threat Landscape: The ever-changing nature of cyber threats requires CrowdStrike to continuously adapt and improve their security platform to stay effective against sophisticated and emerging attacks globally and consistently.
    • Subscription Revenue Dependency: Their revenue stream relies heavily on recurring subscriptions, and any slowdown in customer acquisition or increased churn could materially impact their financial performance and growth trajectory worldwide.

    Final thoughts on CrowdStrike

    CrowdStrike`s strong market position, cloud-native advantage, focus on innovation, and impressive growth trajectory create compelling opportunities for long-term investors seeking cybersecurity exposure. However, high valuation, competitive pressures, evolving threats, and subscription dependency require careful evaluation of the company`s strategic positioning and execution capabilities. For investors seeking direct exposure to cloud-native cybersecurity growth, CrowdStrike offers strong competitive positioning and innovative technology leadership in global markets.

  • ServiceNow (NYSE:NOW)

    ServiceNow Inc is a leading provider of cloud-based enterprise workflow automation solutions that help organizations streamline operations and improve productivity worldwide. Founded in 2004 by Fred Luddy and headquartered in Santa Clara, California, the company has revolutionized digital workflows with its comprehensive platform. ServiceNow`s suite of applications and tools focuses on improving productivity and delivering better customer and employee experiences through automation and intelligent workflows.

    The company specializes in delivering enterprise cloud services for IT service management, human resources, customer service, and security operations across multiple industries. ServiceNow`s platform integrates AI and machine learning to automate complex processes, enabling businesses to operate more efficiently and adapt to changing market needs. With a strong emphasis on innovation and continuous platform development, ServiceNow helps organizations digitally transform their operations for improved agility and business outcomes.

    ServiceNow financial statements

    Analysts recommendation: 1.29

    Financial Health

    • Return on assets (ROA): 5.39%
    • Return on equity (ROE): 15.49%
    • Return on investment (ROI): 11.46%

    Profitability

    • Gross margin: 77.53%
    • Operating margin: 16.51%
    • Net profit margin: 13.16%

    Growth

    • EPS (past 5 years): 70.18%
    • EPS (current): 1.67
    • EPS estimate (next quarter): 0.97
    • EPS growth (this year): 3.4%
    • EPS growth (next year): 20.63%
    • EPS growth (next 5 years): 20.74%
    • EPS growth (quarter-over-quarter): 4.22%
    • Sales growth (past 5 years): 24.05%
    • Sales growth (quarter-over-quarter): 20.7%

    💡 Why invest in ServiceNow?

    Several key factors make ServiceNow an attractive prospect for investors seeking exposure to the growing cloud software market:

    • Enterprise Workflow Leadership: ServiceNow boasts a dominant market share in the cloud-based enterprise workflow management space, offering a comprehensive and scalable platform for digital transformation initiatives.
    • Recurring Revenue Growth: Their recurring subscription fees provide predictable and consistent revenue streams, enabling sustainable growth and long-term customer relationships across enterprise markets globally.
    • Platform Innovation Focus: The Now Platform`s continuous development ensures ServiceNow remains at the forefront of technological advancements and emerging enterprise automation trends worldwide consistently.
    • Strong Developer Ecosystem: A vibrant developer community fosters innovation and expands the platform`s capabilities through custom applications and third-party integrations across industries globally and effectively.

    🐌 Key considerations before investing in ServiceNow

    Like navigating complex market conditions, 103 faces headwinds requiring careful consideration from investors:

    • Legacy Vendor Competition: Established software companies are increasingly offering cloud-based solutions, posing a competitive threat to ServiceNow`s market position and growth opportunities worldwide consistently.
    • System Integration Complexity: Integrating ServiceNow with existing enterprise systems can be complex and time-consuming, potentially hindering adoption and implementation timelines for customers globally and domestically.
    • Data Security Concerns: As a cloud-based platform, ServiceNow faces the ever-present challenge of ensuring data security and compliance with evolving regulatory requirements globally and domestically consistently.
    • High Valuation Concerns: ServiceNow`s stock price has experienced significant growth, and some investors might consider it overvalued relative to current market conditions and growth prospects globally and domestically.

    Final thoughts on ServiceNow

    ServiceNow`s leadership position, subscription model, and focus on platform innovation create compelling advantages for long-term investors seeking exposure to the essential enterprise software market. However, competition from established players, integration complexity, security concerns, and potential valuation concerns necessitate careful evaluation of growth prospects and market positioning. Like a master conductor orchestrating digital transformation across enterprises, ServiceNow continues building the foundation for modern workflow automation while navigating the complex challenges of an evolving technology landscape.

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