2 Critical Stocks to Own in the Age of Agentic AI

Markets trigger opportunities when fears are extreme.

Midterm election years fit the bill.

That’s the bad news. The good news is selloffs pave the way for new beginnings.

Here are 2 critical stocks to own in the age of agentic AI.

Sitting through selloffs is tough…but it’s the toll investors pay for long-term gains.

Mid-term election years have a repeatable pattern of swoons leading to booms.

Note how Q4 of a mid-term election year kicks off the Presidential cycle sweet spot with the S&P 500 averaging 6.5%.

This is followed by 7.4% gains in Q1 of year 3, and 5% gains in Q2 of year 3.

This is often referred to as the midterm miracle:

That’s just one tailwind. The other is an oversold market, which often tees up one of the best buying opportunities you’ll get.

When opportunity strikes, the key is to focus on all-star stocks with great fundamental attributes.

The rise of agentic AI means that connectivity demands will only accelerate… and critical software players are needed automate those workflows.

Today we’ll unpack 2 stocks to own in this fast-growing space.

Both have recently seen healthy inflows.

2 Critical Stocks to Own in the Age of Agentic AI

One up and coming wave is agentic AI.

We are all familiar with chatbots. Ask a question and you’ll get a response.

With agents, AI can do all of this for you: scheduling a trip, the travel, the lodging, and more.

The rise of agents means more computing needs.

Networks are needed to send the information to the destinations…and software handles the coordinated effort.

The first stock to own in the age of agentic AI is Arista Networks (ANET). The $237B market cap networking firm builds high-performance ethernet equipment.

Arista sports terrific fundamentals with their latest quarter seeing revenues top $3 billion and net income reaching $1.21 billion.

The company packs a lot of growth, and the forward P/E has fallen to a respectable 36.5 times.

The stock hasn’t been spared from the selloff in AI stocks. Shares have fallen 15% recently to $184.

For the current year, Arista recently raised their 2026 sales guidance to roughly $12.6 billion.

That’s a 40% jump from 2025.

It’s no wonder that healthy institutional support can be seen in the shares.

Below are the discrete flow signals (left) this year. It’s been a green wave.

Notably, ANET has continuously been a top-ranking name in our process. The blue bars below highlight how Arista is one of the highest scoring stocks in our universe.

That’s what I call the stairway to heaven!

The recent bout of market volatility is an opportunity.

Let’s do another.

The second stock to own in the age of agentic AI is ServiceNow (NOW). The $166 billion market cap giant provides enterprise cloud-based solutions.

ServiceNow helps companies automate complex workflows including IT, security, and HR.

Software is needed to put agents to work.

The software “apocalypse” that hit months ago kicked off a powerful rally in ServiceNow’s shares.

In fact, NOW is trading at 6-month highs and the forward price to earnings sits at 31.6 times:

Sales for ServiceNow are expected to reach $16.2 billion in FY 2026, jumping nearly $3 billion from 2025.

Net income reached $1.75 billion in 2025 and is estimated to ramp to $4.22 billion in 2026.

Note how earlier this year outflows sent the shares reeling (left) before green inflows triggered this summer.

That positive momentum has only continued.

To the right I have a long-term chart of NOW, highlighting how the stock has been consistently on our Outlier 20 report prior to this year.

That’s due to stellar fundamentals and healthy institutional buy pressure:

As markets remain volatile, know that leaders will eventually emerge.

Having a process is critical.

MoneyFlows helps you spot the handful of stocks with superior fundamentals seeing outsized buy pressure in the shares.

If you’re a serious investor or money manager, get started NOW.

Our PRO subscription allows you to spot daily flows and access our weekly Outlier 20 report.

This is the report that has found EVERY SINGLE ONE of our Outlier stocks.

The backlog for AI will last years. Now is a great time to get thematic exposure in the best stocks…validated by the MoneyFlows process.

Our PRO (Annual) subscription now includes access to all 11 Frontiers, and their outlier baskets.

Save time with market-beating research in the biggest frontiers.

It’s our biggest enhancement of the year.

AND don’t miss my conversation with Louis Navellier & Jason Bodner on their top stocks and themes for 2027.

Some of their picks might surprise you!

Enjoy.

***Lastly, join Jason Bodner LIVE, Nov. 30 – Dec. 2, at the MoneyShow Masters Symposium Sarasota, FL. He’ll be presenting: Why the Midterm Election Historically Brings Epic Rallies – And What to Buy Now.

You don’t want to miss this! Click the image below to reserve your spot.