Just been digging into some of the best ai stock opportunities that have gotten beaten down lately, and honestly the setups look pretty interesting if you're thinking long-term.

So here's what caught my attention. The market's been spooked by a bunch of geopolitical noise and some AI bubble chatter, but when you actually look at what's driving stocks—earnings and interest rates—the picture is pretty bullish. The spending on AI infrastructure isn't slowing down. Taiwan Semi just raised their 2026 capex guidance to 52-56 billion, up from 40.9 billion in 2025. The hyperscalers are projected to drop roughly 530 billion on capex this year, climbing from 400 billion last year. That's the kind of runway that doesn't just disappear.

What's wild is Q1 2026 tech earnings outlooks have jumped from 12% back in October to 24% now. That's real momentum, not hype. And earnings growth is spreading across basically every sector—15 out of 16 Zacks sectors are set to post year-over-year EPS expansion in 2026.

Let me hit you with two best ai stock picks that are currently on sale. First up is ServiceNow. This thing got absolutely crushed, down nearly 50% from its January highs. That means if it ever bounces back, you're looking at nearly 100% upside. Now here's the thing—a lot of people worry AI is eating software's lunch. But ServiceNow actually saw this coming. They've been building AI deep into their platform for years. They just deepened their deal with OpenAI to power agentic AI experiences, and they're expanding with Anthropic too. This isn't some legacy software company getting blindsided.

The numbers back it up. ServiceNow hit 13.28 billion in revenue in 2025, easily double what they did in 2021. They had 244 transactions over 1 million in net new annual contract value in Q4, up 40% year-over-year. GAAP earnings grew 22% to 1.67 per share. They're guiding for 20% revenue growth in 2026 and 18% in 2027, with adjusted earnings expanding 18% and 20% respectively. The CEO just bought 3 million worth of shares himself, saying there's no better entry point. That tells you something. The stock is down 50% but the price target suggests 70% upside from here.

Then there's Celestica. This is the behind-the-scenes powerhouse building the actual AI infrastructure—the servers, switches, data center hardware that all the hyperscalers need. CLS is down about 25% from November highs, which is a solid entry for a best ai stock in the infrastructure space.

Celestika's been on an absolute tear. Revenue grew 29% in 2025 to 12.39 billion, and they more than doubled revenue between 2021 and 2025. Adjusted earnings jumped 56% last year. The guidance they just gave for 2026 is robust—they're expecting demand for AI data center tech to keep strengthening. They're investing 1 billion in capital investments in 2026, which they'll fund organically through cash flow. That's confidence.

Projections show 37% revenue growth in 2026 and 39% in 2027, taking them to 23.66 billion. Adjusted earnings expanding 46% and 43%. This stock has climbed about 3000% in five years. Yeah, that's already happened, but the recent pullback gives you a chance to grab a growth-heavy AI infrastructure play at a discount. Average price target shows 34% upside from current levels.

Both of these are textbook examples of why you buy strength into weakness during uncertain times. The long-term thesis on AI spending isn't changing. These are real companies with real earnings growth. Sometimes the best ai stock opportunities show up when everyone's panicking about geopolitics or bubble concerns. That's exactly when disciplined investors should be paying attention.