The agentic AI market is expected to grow nearly 10-fold by 2030.
The adoption of artificial intelligence (AI) is expected to continue in 2026, as more companies move from experimentation to deployment.
One big opportunity is the growth of agentic AI, where AI models can respond to a single request from a user and perform 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 more than $24 billion by 2030.
Here are two stocks to buy today that are building the core platforms and infrastructure to unlock this opportunity.
Image source: Getty Images.
1. UiPath
AI agents promise to significantly increase productivity and workflows in the office, which is why business demand is expected to accelerate in the coming years. UiPath (PATH 4.98%) is one of the top stocks that can generate substantial returns for investors.
UiPath’s platform combines agents and data to seamlessly integrate with a company’s operations. Hundreds of companies use UiPath’s Maestro to create agents, positioning it as the market leader. UiPath has invested in tools to help businesses automate their processes since its inception, giving it a leg up on its competitors.
Today’s change
(-4.98%) $-0.66
Current price
$12:59 p.m.
Key Data Points
Market capitalization
$6.7 billion
Daily scope
$12.53 -$13.33
52 week range
$9:38 a.m. -$19.84
Volume
27M
Average flight
24M
Gross margin
83.16%
There’s a special reason to buy the stock now. The company begins to generate profits after years of losses.
In the third quarter, the company reported an operating profit of $13 million, compared to a loss of $43 million in the same quarter a year earlier. When unprofitable companies start making profits, it can cause a revaluation of stock valuations on Wall Street.
The stock trades at just over 5 times current earnings, but is already down 83% from its previous highs. With analysts forecasting earnings growth at an annualized rate of 26% over the next few years, the stock offers excellent return prospects at these discounted prices.
2. Alphabet (Google)
UiPath is the agentic AI orchestration layer, but Alphabet (GOOGL 0.05%) (GOOG 0.04%) manages the infrastructure (chips, models and data centers) that makes everything work. The foundation of Google’s opportunity in this booming market is Gemini.
Today’s change
(-0.05%) $-0.16
Current price
$338.09
Key Data Points
Market capitalization
$4.1 billion
Daily scope
$332.26 -$339.93
52 week range
$140.53 -$342.29
Volume
880K
Average flight
35M
Gross margin
59.18%
Dividend yield
0.25%
Google Gemini is one of the most widely used AI models, with over 650 million monthly active users. UiPath offers all major models of its platform, including Google’s. Gemini’s widespread adoption for AI agents and other use cases helps it process more than 7 billion data units, or tokens, per minute across third-party applications.
Google creates agentic AI experiences across multiple industries, including travel and commerce. This will benefit Google’s advertising revenue by opening the door to more ways to use Google Search. Enterprise adoption of agentic AI will also be a catalyst for growth at Google Cloud, which saw a 34% year-over-year increase in revenue in the third quarter.
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’s recent rise, it still trades at 30 times 2026 earnings estimates, which is fair for a company of this quality posting double-digit revenue and earnings growth.
