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3 Software-as-a-Service (SaaS) Stocks with Big Upside from AI

Palantir, Microsoft, and GitLab all have strong upside from AI.

3 Software-as-a-Service (SaaS) Stocks with Big Upside from AI

Published August 22, 2026 · Category: Finance

Overview

When it comes to artificial intelligence (AI) and software-as-a-service (SaaS) stocks, investors have generally taken a cautious approach. Between AI disintermediation, vibe coding, and the potential shift to more consumption-based business models, investors have identified several risks that could impact the industry.

However, not all SaaS companies are alike, and it is more likely that software companies will play a critical role in the future of AI. One of the big reasons for this is that they are model-agnostic. If AI models shift in leadership or move more to commoditization, organizations don't want to be tied to a single model. At the same time, software is often deeply embedded within organizations and has important compliance and security guardrails in place, making this a strong option for AI to be deployed.

Details

Against that backdrop, let's look at three SaaS stocks with big upside from AI.

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Source

Originally published at www.fool.com.

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