3 US Large Cap AI Stocks Helping Enterprises Protect Margins

Political risk is creeping higher, social strains are building, and AI is quietly reshaping who gets hired and who gets squeezed. That mix can punish some US large caps while rewarding others that use automation and machine learning to lift productivity and protect margins. This article walks through three US Large-Cap AI-Enabled Productivity Leaders from our screener that appear positively exposed to these shifts and explains why each deserves a closer look.

The three stocks below are just a starter set from this theme. The full screen pulled out 10 more large caps with equally compelling AI productivity stories that are not covered here.

To go deeper into the full list and quickly identify which opportunities best fit your own thesis, head into the US Large-Cap AI-Enabled Productivity Leaders screener to filter, analyze, and focus on your highest conviction ideas.

Zeta Global Holdings brings the screener’s AI-enabled productivity theme to life, using machine learning to help large enterprises run leaner marketing operations and stretch every campaign dollar further.

Zeta Global runs an omnichannel, AI-driven marketing cloud that helps enterprises understand consumer behavior and automate outreach. The business generates about US$1.57b in Internet Software & Services revenue, supported by an US$8.19b market cap that meets the screener’s large-cap focus.

“Zeta’s deep penetration into independent agencies and global agency holdcos, where only a tiny fraction of brands have adopted the platform, points to a vast, under‑tapped market; even modest share gains here can drive exponential revenue and ARPU growth as penetration scales far beyond current levels.”

What happens to Zeta Global’s earnings power if one unresolved pressure on profitability and customer spending breaks in its favor.

If that pressure flips to a tailwind, read the full narrative for Zeta Global Holdings to see how Zeta Global Holdings’ model could accelerate and what risks might still be masking it.

Procore Technologies plugs directly into the screener’s AI-enabled productivity theme, using construction specific software to help experienced project teams run complex jobs with fewer bottlenecks while keeping data, workflows, and oversight in one place.

Procore Technologies operates a cloud-based construction management platform that supports collaboration from preconstruction through execution, resource planning, and financial tracking. The business generates about US$1.42b in Internet Software & Services revenue and has a market value of roughly US$7.7b.

“While Procore is seeing interest in AI agents that act as digital coworkers, construction customers may adopt these tools gradually, which could affect the pace at which AI related pricing and new usage translate into revenue growth and earnings contribution.”

What happens to Procore Technologies’ earnings profile if one quiet shift in how large contractors budget their software spend breaks in its favor.

If that shift in software budgets starts to accelerate, read the full narrative for Procore Technologies to see how Procore Technologies’ AI push could reshape earnings power and contract quality.

Zscaler plugs directly into the screener’s AI-enabled productivity theme, using cloud-based zero trust security and automation to help large enterprises protect users, devices, and AI agents while keeping security teams focused on the highest impact work.

Zscaler generates about US$3.35b from subscription services tied to its cloud platform and support, and the stock carries a roughly US$32.1b market value.

“Explosive growth in AI/ML traffic and emerging threats is creating new security challenges that Zscaler is rapidly addressing with differentiated AI security and agentic operations products. This is positioning the company to capture a rising share of incremental cyber budgets and expand recurring ARR over the long term.”

What happens to Zscaler’s earnings power if one unresolved question about how security budgets react to rising AI-driven attacks breaks in its favor?

As that budget question hangs in the balance, read the full narrative for Zscaler to see how Zscaler’s AI security push could accelerate earnings power and reshape risk.

Seeking Fresh Alternatives Before They Fly

Fresh breakouts, momentum building, and under the radar opportunities rarely stay quiet for long. Screens age fast as information spreads. Do not get caught dropping behind; review opportunities regularly and act in line with your own research and risk tolerance.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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