{"id":274208,"date":"2026-01-31T19:28:16","date_gmt":"2026-01-31T19:28:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/274208\/"},"modified":"2026-01-31T19:28:16","modified_gmt":"2026-01-31T19:28:16","slug":"2-ai-stocks-building-the-picks-and-shovels-of-the-agentic-revolution","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/274208\/","title":{"rendered":"2 AI Stocks Building the &#8220;Picks and Shovels&#8221; of the Agentic Revolution"},"content":{"rendered":"<p>The agentic AI market is projected to increase nearly 10 times by 2030.<\/p>\n<p>Artificial intelligence (AI) adoption is poised to continue in 2026 as more companies move from experimentation to deployment.<\/p>\n<p>One of the big opportunities is growth in <a href=\"https:\/\/www.fool.com\/terms\/a\/agentic-ai\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">agentic AI<\/a>, where AI models can take a single prompt from a user and complete a series of tasks, such as downloading software and filling out forms. Grand View Research estimates that global enterprise agentic AI could grow from $2.6 billion in 2024 to over $24 billion by 2030.<\/p>\n<p>Here are two stocks to buy today that are building the core platforms and infrastructure to unlock this opportunity.<\/p>\n<p><img alt=\"A blue brain with the label &quot;AI&quot; hovering over a computer circuit.\" loading=\"lazy\" width=\"880\" height=\"587\" decoding=\"async\" data-nimg=\"1\" class=\"h-auto max-w-full rounded object-contain\" style=\"color:transparent\"   src=\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/01\/1769887695_448_.jpeg\"\/><\/p>\n<p class=\"caption\">Image source: Getty Images.<\/p>\n<p>1. UiPath<\/p>\n<p>AI agents promise to significantly increase productivity and office workflows, which is why enterprise demand should accelerate in the next few years. UiPath (<a href=\"https:\/\/www.fool.com\/quote\/nyse\/path\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">PATH<\/a> 4.98%) is one of the top stocks that could deliver substantial returns for investors.<\/p>\n<p>UiPath&#8217;s platform combines agents and data to seamlessly integrate into a company&#8217;s operations. Hundreds of companies are using UiPath&#8217;s Maestro to build agents, positioning it as a market leader. UiPath has been investing in tools to help businesses automate processes since its founding, giving it an early lead on competitors.<\/p>\n<p><img alt=\"UiPath Stock Quote\" loading=\"lazy\" width=\"64\" height=\"64\" decoding=\"async\" data-nimg=\"1\" class=\"w-full flex-none object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/01\/1769887696_192_.png\"\/><\/p>\n<p>Today&#8217;s Change<\/p>\n<p>(-4.98%) $-0.66<\/p>\n<p>Current Price<\/p>\n<p>$12.59<\/p>\n<p>Key Data Points<\/p>\n<p>Market Cap<\/p>\n<p>$6.7B<\/p>\n<p>Day&#8217;s Range<\/p>\n<p>$12.53 &#8211; $13.33<\/p>\n<p>52wk Range<\/p>\n<p>$9.38 &#8211; $19.84<\/p>\n<p>Volume<\/p>\n<p>27M<\/p>\n<p>Avg Vol<\/p>\n<p>24M<\/p>\n<p>Gross Margin<\/p>\n<p>83.16%<\/p>\n<p>There&#8217;s one particular reason to buy the stock now. The company is starting to turn a profit after years of reporting losses.<\/p>\n<p>In the third quarter, it reported an operating profit of $13 million, up from a loss of $43 million in the year-ago quarter. As unprofitable companies start turning a profit, it can lead to a rerating in the stock&#8217;s valuation on Wall Street.<\/p>\n<p>The stock trades at just over 5 times trailing revenue, but it&#8217;s already down 83% from its previous highs. With analysts projecting <a href=\"https:\/\/www.fool.com\/terms\/e\/earnings-per-share\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">earnings<\/a> growth at an annualized rate of 26% over the coming years, the stock offers excellent return prospects at these discounted prices.<\/p>\n<p>2. Alphabet (Google)<\/p>\n<p>UiPath is the orchestration layer of agentic AI, but Alphabet (<a href=\"https:\/\/www.fool.com\/quote\/nasdaq\/googl\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">GOOGL<\/a> 0.05%) (<a href=\"https:\/\/www.fool.com\/quote\/nasdaq\/goog\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">GOOG<\/a> 0.04%) runs the infrastructure (chips, models, and data centers) that makes it all work. The foundation of Google&#8217;s opportunity in this burgeoning market is <a href=\"https:\/\/www.fool.com\/terms\/g\/google-gemini\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">Gemini<\/a>.<\/p>\n<p><img alt=\"Alphabet Stock Quote\" loading=\"lazy\" width=\"64\" height=\"64\" decoding=\"async\" data-nimg=\"1\" class=\"w-full flex-none object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/01\/1769887696_566_.png\"\/><\/p>\n<p>Today&#8217;s Change<\/p>\n<p>(-0.05%) $-0.16<\/p>\n<p>Current Price<\/p>\n<p>$338.09<\/p>\n<p>Key Data Points<\/p>\n<p>Market Cap<\/p>\n<p>$4.1T<\/p>\n<p>Day&#8217;s Range<\/p>\n<p>$332.26 &#8211; $339.93<\/p>\n<p>52wk Range<\/p>\n<p>$140.53 &#8211; $342.29<\/p>\n<p>Volume<\/p>\n<p>880K<\/p>\n<p>Avg Vol<\/p>\n<p>35M<\/p>\n<p>Gross Margin<\/p>\n<p>59.18%<\/p>\n<p>Dividend Yield<\/p>\n<p>0.25%<\/p>\n<p>Google Gemini is one of the most widely used AI models, with more than 650 million monthly active users. UiPath offers all the major models on its platform, including Google&#8217;s. Broad adoption of Gemini for AI agents and other use cases is helping it process more than 7 billion units of data, or tokens, per minute across third-party applications.<\/p>\n<p>Google is building agentic AI experiences across several industries, including travel and commerce. This will benefit Google&#8217;s advertising revenue by leading to more ways for people to use Google Search. Enterprise adoption of agentic AI will also be a catalyst for Google Cloud&#8217;s growth, which posted a 34% year-over-year increase in revenue in the third quarter.<\/p>\n<p>With its profitable advertising engine across Search and YouTube, combined with explosive growth in the cloud, Alphabet is a relatively safe way to invest in the agentic AI market. Even after the stock&#8217;s recent rise, it still trades at 30 times 2026 earnings estimates, which is fair for a company of this quality reporting double-digit revenue and earnings growth.<\/p>\n","protected":false},"excerpt":{"rendered":"The agentic AI market is projected to increase nearly 10 times by 2030. Artificial intelligence (AI) adoption is&hellip;\n","protected":false},"author":2,"featured_media":274209,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,218,219,61,60,80],"class_list":["post-274208","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-ie","tag-ireland","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/274208","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=274208"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/274208\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/274209"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=274208"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=274208"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=274208"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}