3 Overlooked AI Stocks To Watch In 2026

Core Insights - The article emphasizes the importance of the AI infrastructure and software development ecosystem for the future expansion of AI, highlighting investment opportunities beyond major chip manufacturers [1] Company Summaries Airship AI Holdings (NASDAQ:AISP) - Airship AI is a provider of AI software, hardware, and services, currently leveraging its cloud-based software ecosystem for video, data, and sensor management, with a focus on government contracts [2] - The company anticipates a 30% year-over-year revenue growth, with a current business pipeline estimated at $135 million, primarily from government-funded public safety projects [2] - Despite a year-to-date net income of approximately $6.5 million, the company faces challenges, including a $1.2 million underperformance compared to Q3 2024 and a 72% decline in gross profit due to federal budget uncertainties [3][4] Total Site Solutions (TSS) - TSS provides end-to-end data center integration services, focusing on hardware solutions, and is profitable while scaling with a major US-based IT OEM client [5] - Year-to-date revenues nearly doubled to $184.8 million, with $75.5 million in cash and equivalents and $19.1 million in operating cash flow as of Q3 [6] - The company trades at a discount compared to peers, but its revenue is heavily reliant on a limited customer base, posing a risk for investors [6] Veritone - Veritone is a leading provider of enterprise-level AI software and services, serving over 3,000 clients globally and employing over 430 people as of Q3 [7] - The company's primary revenue generator is software and related services, reaching $29.1 million in Q3, a $7.1 million increase from Q3 2024, but it still faces a 54% operating loss margin [8] - Management is working on improving the balance sheet by repaying senior secured term loan debt and retiring 50% of existing convertible notes, which is expected to reduce annual debt service costs by around $13 million [8] Conclusion - Airship AI, TSS, and Veritone are positioned to benefit from the AI boom, each offering unique products and services with varying risk profiles, making them attractive options for investors seeking high risk/reward opportunities in the AI infrastructure space [10]