AI Stocks With Real Revenue Behind The ChatGPT Build Out

With global long term bond yields climbing on persistent inflation concerns, growth stories tied to real productivity gains are drawing fresh attention. Artificial intelligence sits squarely in that camp, as companies race to cut costs, speed up workflows and reshape how work gets done. This article walks through 3 stocks from our AI Stocks screener that tap into that trend and shows how each is plugged into the ChatGPT and AI build out.

The stocks below are just a starting sample, and the full screen surfaces 16 more companies that are directly plugged into the ChatGPT and AI build out with equally compelling stories that are not covered here. To go deeper, head straight into the Artificial Intelligence/ AI Stocks screener to identify, filter and analyze the AI stocks that best fit your own conviction.

Overview: SEEK is an online employment marketplace that uses AI driven tools such as Advanced job ads with AI candidate targeting and machine learning powered Talent Search and Talent Recommendations to match candidates to roles across Australia, New Zealand and multiple international markets. Alongside its core job ads, SEEK also offers HR software like JobAdder and on demand labour platform Sidekicker, which plug its AI matching into recruiter workflows rather than relying only on traditional classifieds style listings.

Operations: SEEK generates most of its A$1.2b revenue from Employment Marketplaces in ANZ at A$945.4 million, with Employment Marketplaces in Asia contributing A$253.5 million.

SEEK provides direct exposure to AI in hiring, where its algorithms are used to shorten time to hire and improve match quality through Advanced ads and embedded AI tools in products like JobAdder and Talent Search. The business model is built on a two sided marketplace with scale in ANZ and an expanding presence in Asian markets, along with the potential for higher margin AI and SaaS style services to play a larger role than basic job listings. At the same time, SEEK is currently loss making, carries a meaningful level of debt and is still demonstrating that AI focused hiring tools can support both revenue growth and a return to solid profitability. Any change in that balance would influence how investors view SEEK’s AI driven strategy in the years ahead.

SEEK’s AI hiring engine could be masking a much bigger story in how its marketplace, SaaS tools and debt profile all fit together. Before you assume the risk reward is obvious, read the 2 key rewards and 2 important warning signs

SEEK and the 2 other stocks in this list all came from applying simple filters in a screener. You can shape a version that reflects your own view on valuation, growth, balance sheet strength and risks with our Screener. If you prefer ready made sets of ideas built around clear themes and metrics, start with any of our Investing Ideas.

Overview: Xero is a cloud based accounting platform for small businesses and their advisors, with Syft using embedded AI to turn customer data into reports, forecasts, dashboards and consolidations. Products such as Planday, Hubdoc, Melio, TaxCycle and Tickstar support broader workflow automation around payroll, bills, tax and e invoicing.

Operations: Xero generates NZ$2.75b in revenue from providing online solutions for small businesses and their advisors.

Investors watching the AI and ChatGPT build out can look at how Xero is weaving AI into everyday accounting through Syft and newer features such as JAX powered automation, Microsoft 365 and ChatGPT integrations, and agent based tools such as XeroForce. Forecast earnings growth of 30.14% a year and a high P/E multiple indicate that the market is already paying up for that AI and cloud story. At the same time, profit margins have slipped from 10.8% to 6.1% and returns on equity remain modest. Combined with high external funding and recent share price underperformance, this creates a mix of strong AI potential and execution risk that encourages closer scrutiny of how effectively Xero monetizes its AI analytics and automation stack over time.

Xero’s AI story is accelerating; yet the real question is whether the earnings engine can keep pace. Get the full context in the analyst forecasts for Xero and see what the headline numbers might be missing

Overview: CAR Group runs online vehicle marketplaces across Australia and multiple international markets, and has built an AI and data products arm that applies machine learning to valuations, inspections and marketplace matching for cars and related services.

Operations: CAR Group generates most of its A$1.25b revenue from Australia at A$517.6 million, with additional contributions from North America at A$326.9 million, Latin America at A$252.9 million, Asia at A$144.8 million and Investments at A$11.2 million.

CAR Group provides exposure to AI through real world use cases such as automated vehicle valuations, inspection tools and data driven matching that sit on top of a large, fee based marketplace business. Earnings and margins have been moving in the right direction, supported by A$1,253.43 million in FY26 revenue, A$313.69 million in net income and guidance for 11% to 14% constant currency revenue growth in FY27. The trade off is a relatively high P/E, meaningful debt and a dividend that leans on earnings rather than surplus cash, especially while AI investments continue. For investors who think CAR’s data and AI products can deepen its moat beyond basic listings, the current setup may warrant a closer look.

CAR Group’s AI and data products are starting to look like the real engine under the hood, yet the current earnings, debt and dividend mix raise important questions. Get the full story in the analysis report for CAR Group

Curious About What You Might Be Missing

Fresh stock ideas do not stay under the radar for long. Screens move, prices react, and momentum can be caught or missed. Check these themes and get in early.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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Is it a safer bet on gold to have just exposure to ETFs?

Between 2003 and 2011, gold nearly went 5x. Dollar went weak too. The gold companies did bad. It is worth noting that between 2003 and 2011, there was 2008! I will leave it your inference and research.

Provides online business solutions for small businesses and their advisors in Australia, New Zealand, the United Kingdom, the United States, and internationally.

Flawless balance sheet with reasonable growth potential.