tech
January 8, 2026
AI adopters: These stocks are going to see the biggest revenue boost from deploying the tech, says Trivariate Research
Shopify, Alphabet and ServiceNow are among the companies that Adam Parker's firm says could get a revenue lift from using AI.
TL;DR
- AI-related capital spending is a key factor influencing U.S. equity investments.
- Growth and high-quality companies are more frequently discussing AI for revenue and cost reduction.
- Trivariate identified 15 S&P 500 stocks that mentioned AI use cases in multiple revenue growth categories for 2025.
- Companies showing proven returns on AI offerings and infrastructure monetization, especially those selling AI, have the highest forecast revenue growth.
- Shopify is projected to grow nearly 33%, driven by its AI-powered commerce assistant 'Sidekick' and features like Universal Cart, and partnerships with OpenAI.
- ServiceNow is forecasting nearly 24% revenue growth, leveraging agentic AI across its functions, with CEO William McDermott citing extraordinary business cases and productivity improvements.
- Other companies on Trivariate's AI revenue screen include Alphabet, Adobe, and Meta Platforms.
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