Two Agentic Artificial Intelligence Stocks to Consider Investing In

Generative artificial intelligence (AI) has been the prominent application of AI technology to date. However, a new wave of innovation is on the horizon: agentic AI. While generative AI utilizes models to produce text, images, videos, or audio responses based on user prompts—like asking ChatGPT a question and receiving an answer—agentic AI focuses on creating automated agents that can perform assigned tasks without the need for continuous human oversight.

This article will explore two stocks that are poised to benefit from the rise of agentic AI.

UiPath

UiPath (PATH) initially established itself as a leader in robotic process automation (RPA), assisting businesses in developing tools that allowed software robots to carry out repetitive tasks such as data entry. Their platform also included low-code development tools, document processing, and quality assurance testing.

Robotic automation primarily deals with structured data and rules-based tasks, which differs from agentic AI. With agentic AI, the agents can navigate unstructured data and make independent decisions to accomplish tasks.

At its recent user conference in October, UiPath unveiled its strategy for agentic automation. A key feature it plans to release is Agent Builder, which will enable customers to create agents that collaborate with the company’s software robots. These AI agents can be developed from scratch using its low-code platform or through pre-made templates. Furthermore, users will also have the flexibility to integrate third-party robots into their workflows.

Another notable launch is Agentic Orchestration, allowing humans, robots, and AI agents to work in harmony, much like a conductor in an orchestra. This solution aims to help customers design, implement, monitor, and optimize complicated business processes. Ultimately, UiPath envisions making AI practical and actionable in everyday applications. The company aims to be a neutral platform, facilitating the integration of AI agents from various vendors seamlessly.

Despite facing challenges while transitioning from a robotic automation focus to an agentic AI model, UiPath is on a path of growth. The return of its founder as CEO is expected to guide this shift. In the last quarter, the company saw a revenue growth of 9% and an annual recurring revenue (ARR) increase of 17%. Moreover, existing clients are increasing their spending, reflected in a net dollar retention rate of 113%. To attract new customers, UiPath has formed partnerships with notable companies such as SAP, Microsoft, Deloitte, and Ernst & Young.

Currently, UiPath trades at a forward price-to-sales (P/S) ratio of 4.8 based on fiscal 2026 estimates, making it relatively affordable and a potential rebound candidate as its new agentic AI solutions roll out.

Salesforce

Another company investing in agentic AI is Salesforce (CRM). Known for its innovation, Salesforce is a pioneer in building software-as-a-service (SaaS) platforms from scratch and is now a leader in customer relationship management (CRM) software. Their platform centralizes customer information, ensuring accessibility at one location. In recent years, Salesforce has expanded into automation, analytics, and communication solutions through strategic acquisitions like Mulesoft, Tableau, and Slack.

Salesforce is focusing on agentic AI with its new solution called Agentforce. This feature allows users to build and personalize their autonomous AI agents easily. Agentforce includes ready-made agents that can be tailored using no-code and low-code approaches.

The application of these agents spans various industries. For example, in healthcare, they can function as patient service agents, addressing inquiries and assisting with appointment scheduling. In the public sector, they can serve as DMV agents, resolving questions about vehicle registration, licenses, and appointment scheduling.

After its launch of Agentforce in October, Salesforce reported the closing of 200 Agentforce deals by the early December earnings call, along with a significant pipeline of pending agreements. By mid-December, a new version, Agentforce 2.0, was released, boasting enhanced reasoning, integration, and customization tools, after which another 1,000 deals were closed. This rapid growth showcases the immense potential of agentic AI.

Agentforce operates on a usage-based model, costing $2 per conversation. Salesforce aims to deploy 1 billion Agentforce AI agents by the end of its fiscal year in January 2026.

With a forward P/S ratio of 7.6 based on fiscal 2026 estimates, Salesforce’s stock appears reasonably priced considering the vast opportunities presented by agentic AI.

Geoffrey Seiler has positions in UiPath. The Motley Fool has positions in and recommends Microsoft, Salesforce, and UiPath. The Motley Fool recommends long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

AI, Stocks, Investment