Anthropic is aiming for up to a US$1.4b valuation in its IPO, with major chip and cloud providers lining up to buy in. That kind of AI arms race can pull attention toward headline names and away from quieter <a href="https://bitcomme.com/businesses-in-chatgpt-now-live/” title=”Businesses in ChatGPT Now Live”>businesses supplying the same boom at lower prices. This article looks at three stocks tied to the ChatGPT style build out that currently screen as undervalued.
The three stocks featured below are just a small sample of the opportunities linked to the ChatGPT build out. A wider screen surfaces 138 more companies that share similarly compelling AI stories that are not covered here.
If you want to identify which of these AI related plays best fit your conviction level and risk tolerance, head straight to the Undervalued Artificial Intelligence/ AI Stocks screener to filter and analyze the full set of undervalued candidates.
Salesforce is a US$175.8b enterprise software giant best known for customer relationship management tools, now weaving Agentforce AI agents and Data 360 into that platform while generating about US$43.9b of annual revenue from a broad cloud suite that spans sales, service, marketing, analytics, and Slack.
Salesforce matters for this AI screen because an investor in the Simply Wall St Community, the company is trying to turn the rise of ChatGPT style agents from a threat to seat based software into a fresh way to charge for governed AI powered work
“If AI agents become the new interface for work, Salesforce can still win, but only if it becomes the system those agents rely on to operate safely within companies.”
What happens to Salesforce’s margins and growth will likely hinge on how that shift in what enterprises pay for actually plays out over the next few years.
That shift in what enterprises pay for is exactly what the full narrative for Salesforce unpacks, including how Salesforce could turn agent risk into accelerating subscription strength.
Systena is a Tokyo based IT services group that helps enterprises build, test, and run software, with AI, robotics, IoT/CAN bus integration and cloud tools like Cloudstep sitting inside a broader service mix. Revenue is led by the Business Solution Business at ¥35.7b, IT & DX Service at ¥22.9b, and Project Management Design at ¥14.0b, while market value sits near ¥162.6b.
Systena provides exposure to AI and automation rollouts across clients, since it plugs artificial intelligence, IoT and RPA into existing systems rather than selling a single product. The stock is currently described by some investors as undervalued and yields close to 4%, which may be relevant for those watching how the AI project pipeline develops over time.
