5 AI Stocks to Buy Before November

Between now and the end of October, nearly every major AI company reports earnings — and those results could quickly separate the AI winners from the rest of the pack.

Big Tech is on pace to spend nearly $700 billion on AI infrastructure this year.

The opportunity now is figuring out which companies are collecting that money — before their next earnings reports put them on more investors’ radar.

We identified 5 AI stocks where the opportunity ahead may still be bigger than what the market is pricing in.

Click Here for 5 AI Stocks to Buy Before November

One has $638 billion in contracted business waiting to be delivered.

Another just saw AI chip revenue surge 143%.

And a smaller, lesser-known company is growing revenue 93% by solving a critical problem for expanding AI clusters.

Our FREE report, 5 AI Stocks to Buy Before November, gives you all five names, the numbers behind each opportunity, and the latest analyst price targets.

Click Here to see which 5 AI stocks could benefit as the next wave of earnings hits.
(By clicking the links above, you agree to receive future emails from Buzzing Markets Newsletter and bonus subscriptions from our partners. You can opt out at any time. - Privacy Policy) 

To your trading success,
The Buzzing Markets Team

Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season

Written by Thomas Hughes. Publication Date: 8/31/2026.

Anyone doubting the importance of cybersecurity to AI—or its strength as a business model—need only look at MarketBeat’s Most Upgraded Stocks. The five most upgraded stocks from the Q2 reporting period were all cybersecurity names. Not five of the most upgraded—the five most upgraded stocks. These companies' services are in demand, and the game is just getting started.

The early phase of AI cybersecurity was underpinned by modelers and model trainers who needed to keep their technology secret yet secure. The phase unfolding today is adoption, and it is by far the larger phase, with cybersecurity companies embedding AI into their offerings and operations—and their clients doing the same.

Move Your Money Here Before September 30th (Ad)

TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before September 30th.

TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio.

See where Kaplan says to move your money before September 30th

The critical takeaway is a chain reaction: AI drives automation, automation is handled by agents, and those agents become cyber identities multiplying across the internet at an exponential pace. Each needs monitoring, but the bigger imperative is shielding the enterprise data and operations behind them.

For those looking for the single cybersecurity stock to rule them all, there isn’t one. While some have superior coverage in their “comprehensive” packages, none provide 100% complete coverage, and all are intended to be used alongside other tools. This creates numerous growth opportunities in a highly fragmented market, but some companies are clearly favored as the second half of the year progresses. Look for these names to move toward the upper end of their target ranges, then keep advancing.

Okta: Identity Security Protects Even the Deepest Corporate Secrets

Okta’s (NASDAQ: OKTA) importance lies in how it handles identities. The exponential increase in AI agents means exponentially increased traffic, both internally and from outside sources. Okta’s platform acts as a central control plane, identifying, tokenizing, tracking and monitoring agents alongside their human counterparts while enabling or disabling access as needed.

Okta's Q2 results showed significant traction and outperformance, with expectations that strength will continue as agentic traffic increases.

MarketBeat tracks 43 analysts covering Okta, and all made at least one revision during the trailing 90 days leading into Sept. 1. Most of those revisions came after the Q2 release. The current consensus rating is a Moderate Buy with a bullish bias, but the price targets matter most. An eye-popping upswing in price targets drove a 40% increase in the consensus target over the last 30 days.

Consensus aligns with the highs reached at the end of August, while the high-end targets forecast a move above $200 and a likely continuation higher as the year progresses.

CrowdStrike’s Falcon Platform Provides Real-Time Control

CrowdStrike (NASDAQ: CRWD) provides real-time visibility and governance for agentic AI applications. It can detect and respond to threats as they arise, securing endpoints from malicious behavior such as ransomware attacks.

Recent earnings results included sustained 25% year-over-year growth, acceleration from the prior year and an optimistic outlook. Executives highlighted record and accelerating annual recurring revenue growth, which was up nearly 55%, and expect further acceleration in upcoming quarters.

MarketBeat tracks 51 analysts with coverage, and 46 issued updates during the trailing 90 days. The trend reflects increased coverage, firming sentiment, a bullish bias and an uptrend in the price target. Consensus assumes no upside as of late August, but the high-end target of $425 is where the trend points—about 90% upside.

Datadog Unified Platform Observes, Traces, Secures Agentic AI

Datadog (NASDAQ: DDOG) provides a unified platform for developers and engineers, enabling visibility and security across technology stacks. 2026 results reflected acceleration, outperformance and sustainability, with guidance above forecasts, though management guided for slight deceleration in upcoming results.

The critical takeaway is that analysts didn’t mind the guidance too much. The 43 analysts tracked by MarketBeat issued positive revisions during the period, primarily after the Q2 release. They rate the stock as a Moderate Buy, have a bullish bias and forecast about 18% upside at the consensus level. The high-end price targets, where the trend is pointing, add more than 20%.

Cloudflare: The First Line of Defense, But There’s More

Cloudflare (NYSE: NET) is an important first line of defense for internet-connected companies, providing proxy services through its global edge network. More importantly, Cloudflare can track incoming and outgoing agentic traffic and monetize it. Agentic AI is changing how the internet works; websites and publishers need a way to monetize traffic, and Cloudflare provides it.

Its results and analysts' responses mimic those of the other leading plays, including acceleration and outperformance, along with a robust upswing in price targets. The consensus forecast calls for only moderate upside as of late August; the upper end of the price targets, however, adds 25%.

Palo Alto Networks: Comprehensive, But Not Quite Comprehensive Enough

Palo Alto Networks (NASDAQ: PANW) is a leading cybersecurity play, providing some of the most complete coverage on the market. However, it is still not a pure play, though it may become one as it continues to acquire other companies. Highlights from 2026 include the strength of its platformization strategy, which unifies products into a single access point, as well as the customer gains and deeper market penetration this strategy is driving.

Analysts rate PANW as a Moderate Buy; coverage and sentiment are firming, and the price-target trend is upward. The high end tops out at $475, representing 25% upside, but higher highs are likely over time.

Photronics Is Quietly Becoming a Key Winner From the AI Boom

Submitted by Thomas Hughes. Article Published: 8/26/2026.

Photronics (NASDAQ: PLAB) is a critical cog in the AI ecosystem because of what it makes. It is not a semiconductor company per se; it makes photomasks, the blueprints used to manufacture nearly all semiconductors.

The company is tight-lipped about its clients, but it is understood to be well entrenched with major manufacturers, including NVIDIA (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), and Micron (NASDAQ: MU), alongside legacy manufacturers and foundries such as Texas Instruments (NASDAQ: TXN), STMicroelectronics (NYSE: STM), and, most importantly, Taiwan Semiconductor (NYSE: TSM). The takeaway is that semiconductors are in the midst of a global supercycle underpinned by high demand, capacity expansion and, most importantly, AI. Photronics is well-positioned to benefit.

Photronics Has a Strong Tailwind to Drive It

Move Your Money Here Before September 30th (Ad)

TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before September 30th.

TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio.

See where Kaplan says to move your money before September 30th

Photronics' stock is poised to rise because its fiscal Q3 earnings release and guidance eased market fears. Results earlier in the year were weaker than expected because of timing. Customers delayed new product designs, which is not surprising given the rapid rise of AI, edge computing and inference, but new orders have since begun to flow.

“We are pleased to recognize a recovery of some of the temporarily delayed semiconductor design releases that occurred back in our fiscal Q2,” said CEO George Macricostas.

The likely outcome is that business will continue to gain momentum over the coming year, driven by industry demand and expansion plans. Demand for semiconductors is high, and foundries are expanding capacity, creating a larger end market for photomask products. What's more, photomasks for extreme ultraviolet lithography (EUV), which are required for the most advanced chips and AI applications, wear out the fastest, setting the stage for an accelerated upgrade cycle.

Photronics Q3 Results Beat Expectations, Guidance Points Higher

The fiscal Q3 results weren't a blowout, but they were better than expected and were accompanied by favorable guidance. Revenue grew 2.7%, about 350 basis points better than expected, driven by strength in the Integrated Circuit (IC) segment. Within that segment, high-end products accounted for 44% of the business and are expected to remain strong in the coming quarters, given demand metrics and expansion plans. Flat Panel Display, which accounts for about 28.4% of revenue, declined 2% year over year (YOY) and sequentially.

Margin news was also good, with GAAP profitability improving at both the gross and operating levels. The only bad news was that operating profit was roughly flat YOY because of increased spending. However, reported earnings of 50 cents were 10 cents better than expected, and that strength is expected to carry into the current quarter. Guidance for Q4 was issued, with revenue and earnings midpoints above consensus, and it may prove cautious.

Analysts and Institutions Highlight Photronics' Value and Upside Potential

Analysts and institutions reflect a high degree of confidence in Photronics' value and upside potential. While only seven analysts cover the stock, they rate it a consensus Buy, with a 71% Buy-side bias and 45% upside relative to critical resistance near $34.50.

Institutions echo the bullish posture, collectively owning 88% of the stock and continuing to accumulate shares. MarketBeat data shows an aggressive, nearly $4-to-$1 buying-to-selling pace over the trailing 12 months, with activity spiking in early Q3 as the summer swoon reached its bottom. This institutional support limits risk, and the activity suggests a hard floor near $28.

One reason Photronics' stock looks capable of melting up is the range of analysts' targets. The consensus suggests 45% upside from the critical resistance point, but even the lowest targets offer substantial upside. This suggests a deep-value opportunity that could be erased in a matter of weeks, if not days. The critical resistance point is near $34.50, the top of the summer consolidation range. A move above it could trigger capital inflows and lead to a FOMO-driven rally.

Photronics Turns Semiconductor Cyclicality Into an Advantage

Photronics' biggest risk is its dependence on semiconductor cyclicality. However, cyclicality is the driving force here. The industry is in the midst of a major ramp that is not expected to slow for years. Today, demand is driven by GPUs and CPUs for AI data centers. Down the road, those markets will sustain demand, while edge, industrial and IoT markets will boost it as AI functionality penetrates the global digital ecosystem.

The market is fundamentally wrong to assume that GPU output equates to PLAB revenue and profits. Photronics' strength lies in the rapidly advancing ecosystem and the number of attempted advancements, which together translate into several complete sets of photomasks well before production models are ordered.