Four Undervalued Tech Stocks Ready to Capitalize on 2026 AI Investment Wave

The artificial intelligence boom has created significant opportunities for enterprises seeking operational transformation, but also left several high-potential companies trading at depressed valuations. As we head into 2026, the convergence of tax-loss selling reversals and accelerating AI adoption presents a compelling investment thesis for savvy market participants.

Why January 2026 Matters for Tech Recovery

Market dynamics suggest that tech stocks heavily sold in December—often driven by year-end portfolio adjustments—typically experience a reversal phase as January begins. This seasonal pattern, known as the January Effect, historically favors companies with solid fundamentals that got caught in broad sector weakness.

The driving force behind this recovery? Global artificial intelligence spending is projected to exceed $2 trillion in 2026, up from an estimated $1.5 trillion in 2025. The International Data Corporation forecasts the AI infrastructure market alone will reach $758 billion by 2029, fueled by sustained hyperscaler and cloud provider investments. This spending trajectory is reshaping enterprise decision-making across financial services, software development, e-commerce, and industrial operations.

Four Stocks Positioned for 2026 Upside

GitLab (GTLB): Enterprise DevSecOps Gaining Traction

Down 33% over the trailing 12 months, GitLab represents a potential inflection point. The company’s AI-native platform is resonating with enterprises prioritizing secure and scalable development workflows. Third-quarter results showed customers with $5K+ Annual Recurring Revenue climbed 10% year-over-year to 10,475, while high-value accounts exceeding $100K ARR surged 23% to 1,405—a sign of market share consolidation among larger enterprises.

Consensus earnings estimates for fiscal 2026 stand at 88 cents per share, up 6% in the past month and reflecting 18.92% year-over-year growth. GitLab’s expansion into offerings like GitLab Duo and Dedicated solutions suggests revenue acceleration ahead.

nCino (NCNO): Banking Software Modernization Play

Financial institutions face mounting pressure to modernize operations, and nCino’s Banking Advisor intelligence units are filling that need. The company’s Zacks Rank #1 (Strong Buy) designation reflects confidence in its trajectory. Q3 saw more than 110 customers adopt these AI-powered advisory capabilities, with plans to expand to approximately 100 distinct Banking Advisor functions by fiscal year-end—a sixfold increase from May’s 18 capabilities.

After dropping 21.7% in 12 months, NCNO’s consensus earnings forecast of 89 cents per share is up 14% over 30 days and up 36.92% year-over-year. The earnings momentum indicates strengthening customer adoption and pricing power.

Global-e Online (GLBE): Agentic Commerce Infrastructure

E-commerce logistics took a beating, with Global-e Online shares declining 27.4% over 12 months. Yet the company is pioneering AI-driven checkout experiences through agent-assisted platforms and ChatGPT integrations. As agentic commerce moves from concept to deployment, Global-e’s platform optimization positions it as infrastructure beneficiary.

Fiscal 2026 earnings consensus of 94 cents per share is up several pennies monthly and reflects a 177.06% year-over-year surge—potentially signaling a business inflection. This company’s Zacks Rank #1 status underscores analyst conviction in recovery potential.

Samsara (IOT): AI-Powered Fleet Intelligence

The fleet operations software provider has lost 16.9% in 12 months despite introducing transformative AI features in Q3—Automated Coaching, Group Coaching, and Workflow Automations. Real-world proof points matter: customers report up to 73% accident reductions within 30 months using Samsara’s dual-facing AI cameras and real-time alerting.

At a Zacks Rank #2 (Buy), Samsara’s consensus earnings of 50 cents per share rose 6.38% over 30 days and is tracking 92.31% year-over-year growth—the strongest earnings acceleration among the group. With enterprises increasingly prioritizing safety and efficiency, this momentum should accelerate.

The 2026 Setup: AI Spending Meets Valuation Relief

These four companies share common threads: AI-native product architectures, confirmed enterprise adoption (evidenced by customer metrics and recurring revenue growth), and depressed valuations following 2025’s sector rotation. As January historically reverses forced selling and 2026 capital budgets flow toward AI infrastructure, these undervalued positions may offer meaningful recovery potential for investors with conviction in secular AI trends.