Theme stage · maturing
Enterprise AI software stocks to watch · November 2026.
As of 15 November 2026
Research view: more likely to lag the S&P 500. Note of : AudioEye's shares are more likely to lag the S&P 500: the company is profitable, but sales grew 7%, the executive chairman kept selling, and the stock is up 137% in three months; the Q4 report decides it.
Research view: more likely to lead the S&P 500. Note of : Telos Corporation's third-quarter beat and raised 2026 outlook, led by Telos ID and TSA PreCheck volumes, make the shares modestly more likely than not to beat the S&P 500.
Note of : Grid Dynamics' AI work is lifting the IT-services firm back toward double-digit growth at margins near 20%, which favors the shares beating the S&P 500.
Note of : NCR Voyix's shares have a modest edge over the S&P 500 because large grocers and restaurant chains are signing onto its cloud platform and its margins are rising.
Research view: more likely to lag the S&P 500. Note of : Clarivate's shares are more likely to lag the S&P 500 over the next three months: the $533 million debt tender that settled on 13 November 2026 is priced in, and 1.3% organic recurring growth is too slow to lift the stock before the 2027 guidance due in February 2027.
“3 months” is the stock's market price change over the last three months, not a FrontierPicks return. The "3 months" column is the stock's 3-month price move, one of the three inputs to that score, weighted 20% — not the ranking itself, so rows do not descend in it.
How this page is built
These are the names FrontierPicks researches in the enterprise AI software stocks theme, each with a dated research note. Names in the latest top-50 momentum scan come first, ordered by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — computed arithmetically from daily closing prices, through the last completed session; the rest follow by the research's conviction, highest first. The research decides which stocks belong to each theme; this one currently reads as maturing: still rising, more slowly.
Questions
- What enterprise AI software stocks does FrontierPicks cover?
- As of 15 November 2026, the enterprise AI software stocks FrontierPicks researches are led by AEYE, TLS, GDYN, VYX, each with a dated research note. Names in the latest top-50 momentum scan come first, ordered by composite momentum score; the rest follow by the research's conviction, highest first.
- Is the enterprise AI software stocks theme accelerating or slowing?
- FrontierPicks reads this theme as maturing (still rising, more slowly) as of 15 November 2026. Mid-cap software and IT-services companies keep rising on product news and analyst support. Clarivate (CLVT) launched an IPOne integration with Anthropic's Claude on 11 November 2026, and B. Riley raised its Telos (TLS) target to $11 from $9 on 10 November 2026. Telos is up 72.1% over one month, but most other news is conference appearances, awards and insider sales, including a share sale by Grid Dynamics (GDYN) CEO Leonard Livschitz reported 13 November 2026. EPAM, Kyndryl, Procore, Vertex and PAR dropped out of the leaders, while Grid Dynamics, NCR Voyix (VYX) and Asure Software (ASUR) joined.
- How does FrontierPicks rank enterprise AI software stocks?
- Names in the latest top-50 momentum scan come first, ordered by composite momentum score; the rest follow by the research's conviction, highest first. The full method is on the methodology page.
Related
As of 15 November 2026