AI Stocks Rally as Software Companies Poised to Win in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: Fool
- Investor Confidence Rebounds: According to The Motley Fool's 2026 AI Investor Outlook Report, 90% of AI investors plan to maintain or increase their holdings this year, reflecting strong confidence in AI stocks, particularly among younger investors, which is likely to energize the market.
- Infrastructure Risks Intensify: AI infrastructure companies like CoreWeave and Nebius face high risks as they must invest billions in building data centers, with Oracle also experiencing negative free cash flow after accelerating its infrastructure expansion, indicating that the bubble risk in this sector has significantly increased.
- Strong Semiconductor Demand: In contrast to infrastructure, semiconductor stocks benefit from rapidly growing demand for AI chips, with supply shortages expected to grant chip manufacturers a larger market share in the coming years, further solidifying their industry position.
- Software Stocks Rising: Companies like Palantir, along with others such as Appian and Amplitude, are achieving success in the AI space, with Palantir seeing revenue and operating margin growth since 2023, suggesting these firms could emerge as new winners in the AI sector by 2026.
Analyst Views on AMPL
Wall Street analysts forecast AMPL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMPL is 15.00 USD with a low forecast of 13.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 11.130
Low
13.00
Averages
15.00
High
18.00
Current: 11.130
Low
13.00
Averages
15.00
High
18.00
About AMPL
Amplitude, Inc. provides a digital analytics platform that helps companies unlock the power of their products. The Company’s Digital Analytics Platform helps businesses understand how people are using their products so they can build digital experiences. Its platform comprises several primary offerings: Amplitude Analytics, Amplitude Session Replay, Amplitude Feature Experimentation, Amplitude Web Experimentation, Amplitude Activation and Amplitude Guides and Surveys. Amplitude Analytics is the cornerstone of the platform and provides real-time insights into user behavior. Amplitude Activation unifies data across multiple sources, creating a single, enriched dataset that fuels analytics and personalization. Amplitude Guides and Surveys helps companies to deploy in-product guides, tours, and surveys, using the power of behavioral insights to fuel great results. Amplitude Feature Experimentation enables product, data, and engineering teams to build world-class experiments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
