10 Fastest-Growing Agentic AI Stocks to Buy

Why It Matters

The rapid yet uneven adoption of agentic AI reshapes enterprise software spending, making companies that master governance and workflow integration attractive targets for investors seeking exposure to the next wave of automation.

Key Takeaways

• 62% experiment with AI agents; only 23% scaling (McKinsey 2025).
• AI worker access rose 50% in 2025 (Deloitte).
• Freshworks AI ARR exceeds $25 million, total ARR over $500 million.
• UiPath Q4 2026 revenue $481 million, first GAAP profit $57 million.
• Security, inaccuracy, and governance are top scaling risks (McKinsey 2026).

Pulse Analysis

Agentic AI is emerging from a proof‑of‑concept phase into real‑world enterprise use, yet adoption remains uneven. McKinsey’s 2025 survey shows a majority of organizations experimenting with AI agents, but only a fraction have moved beyond pilots. Deloitte’s data reinforces this trend, noting a 50% rise in worker AI access and a projected doubling of firms with 40% of AI projects in production within six months. The primary barriers—security, inaccuracy, and weak governance—still dominate risk assessments, underscoring the need for robust controls before large‑scale deployment can become routine.

Freshworks (FRSH) exemplifies a company capitalizing on this transition. Its Freddy AI platform now supports over 8,000 customers, contributing more than $25 million in annual recurring revenue (ARR) and pushing total ARR past the $500 million mark. The firm reported fourth‑quarter revenue of $222.7 million, a 14% year‑over‑year increase, and turned to a GAAP operating profit of $13.2 million for the full year, reversing a prior loss. By expanding agentic workflow capabilities—integrations with Shopify, Stripe, PayPal, and FedEx—Freshworks is positioning its suite as a growth engine rather than a defensive add‑on, appealing to enterprises seeking autonomous, workflow‑aware tools.

UiPath (PATH) mirrors this momentum on the automation side. The company’s partnership with Deloitte to launch Agentic ERP targets high‑friction processes like record‑to‑report and source‑to‑pay, tying agentic AI directly to enterprise budgets. UiPath posted Q4 2026 revenue of $481 million, up 14% YoY, and achieved its first GAAP profitability with $57 million operating income. Full‑year recurring revenue reached $1.853 billion, reflecting strong customer adoption. As firms shift from experimentation to scaled deployment, firms that can demonstrate reliable, governed agentic solutions—such as Freshworks and UiPath—are likely to capture disproportionate market share and deliver compelling returns for investors.