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The recent market pullback presents an ideal entry point for long-term investors seeking exposure to artificial intelligence and technology leaders. While geopolitical tensions and market uncertainty have sparked volatility, institutional buyers have moved in to defend key technical levels, signaling renewed confidence in the sector’s long-term prospects. For investors willing to look past short-term noise and focus on fundamentals, this weakness offers a time-tested opportunity to build positions in high-quality AI stocks to buy at attractive valuations.

Fundamentals Support AI Stocks to Buy Despite Near-Term Volatility

The investment case for quality AI and technology names remains on solid ground, anchored by two critical factors: earnings growth and interest rate expectations. Wall Street’s enthusiasm stems from clear evidence that corporate investment in artificial intelligence infrastructure is not just sustained—it’s accelerating dramatically.

Nvidia’s latest quarterly results and forward guidance reinforced what the market already knows: despite occasional concerns about an AI bubble, spending by major technology firms continues to surge. Taiwan Semi, a leading chip manufacturer essential to AI infrastructure, boosted its 2026 capital expenditure guidance in early January to a range of $52-56 billion, significantly outpacing 2025’s $40.9 billion figure. This guidance move signals confidence in sustained demand from hyperscalers racing to build out AI computing capacity.

The scale of infrastructure investment is staggering. AI hyperscalers are projected to deploy approximately $530 billion in capital expenditures during 2026, compared to roughly $400 billion in 2025. This trajectory will likely continue its upward climb following robust forward guidance from mega-cap technology firms and beyond. Industry consensus points to sustained momentum well into 2027 and beyond.

Corporate earnings growth is expanding well beyond AI specialists. Technology sector earnings for Q1 2026 have surged to 24% year-over-year growth, up dramatically from 18% just six weeks earlier and 12% back in October. Across the broader market, 15 of 16 major economic sectors are positioned to deliver positive earnings growth throughout 2026. Federal Reserve expectations also favor investors, with major money managers betting on additional rate cuts in the latter half of 2026—a dynamic that typically supports equity valuations and makes the present an attractive time to buy AI and technology stocks at current levels.

ServiceNow: A Top AI Stock to Buy Trading at Steep Discount

Among quality AI stocks to buy, ServiceNow represents one of the most compelling opportunities following its recent 50% decline from 2025 peak valuations. This pullback represents substantial upside potential if the enterprise software leader eventually returns to previous highs, with some forecasting nearly double the stock’s current price.

ServiceNow exemplifies how software companies are adapting to AI rather than being displaced by it. The firm, which provides workflow automation and digital solutions across IT, human resources, customer service, and enterprise operations, has positioned itself as an “AI control tower for business reinvention.” The company’s multi-year partnership with OpenAI deepens integration of advanced AI capabilities into its platform, while concurrent expansion of its Anthropic collaboration brings Claude models deeper into ServiceNow’s product suite. These partnerships reflect management’s commitment to embedding cutting-edge AI directly into customer workflows.

ServiceNow’s financial trajectory underscores its expansion momentum. The firm achieved 21-24% annual sales growth in 2025, reaching $13.28 billion—more than double its 2021 revenue base. Notably, the company reported 244 transactions exceeding $1 million in net new annual contract value during Q4 2025, representing 40% year-over-year growth. Customer quality improved as well, with over 600 accounts generating more than $5 million in annual contract value, up 20% versus the prior year.

Profitability accelerated alongside revenue expansion. ServiceNow’s GAAP earnings per share grew 22% to $1.67, compared to just $0.23 in 2021. On an adjusted basis, EPS expanded 27%, reflecting operational leverage and improving unit economics. Forward estimates project 20% revenue growth for 2026 and 18% for 2027, with adjusted earnings expanding 18% and 20% respectively. Post-earnings estimate revisions have moved favorably since the Q4 report’s release.

Management confidence in the stock’s valuation became apparent when the board authorized an additional $5 billion share buyback program. CEO Bill McDermott further signaled conviction by purchasing $3 million of NOW shares at recent prices, calling the entry point historically attractive. Since its 2012 IPO, NOW shares have returned approximately 2,300%, dramatically outpacing the technology sector—a run that includes the recent 50% setback from highs. The average analyst price target suggests roughly 70% additional upside from current levels, making it an appealing AI stock to buy for patient investors.

Celestica’s AI Infrastructure Opportunity Makes It a Buy for Growth Investors

Celestica represents another exceptional opportunity within the AI infrastructure subset of AI stocks to buy. This electronics manufacturing specialist designs and builds the physical hardware backbone supporting AI data center operations globally. The company produces ultra-high-performance AI servers, networking switches, data center components, and related infrastructure that hyperscalers depend upon.

Following a historically weak period post-IPO in the late 1990s, Celestica has transformed into a dominant player by capturing the wave of AI infrastructure buildout. The company’s revenue surged 29% in 2025 to $12.39 billion, extending a multi-year acceleration fueled by relentless AI capex spending. Over the four-year period from 2021 through 2025, Celestica more than doubled revenue. Profitability metrics improved even more dramatically, with adjusted earnings expanding 56% in 2025 and GAAP earnings per share jumping over 90%, following an average GAAP EPS expansion rate of 65% between 2021-2024.

Celestica’s January 2026 guidance confirmed management’s confidence in sustained momentum. The company projects revenue expansion of 37% for 2026 and 39% for 2027, reaching $23.66 billion by 2027—nearly doubling the 2025 baseline. Adjusted earnings are forecast to expand 46% and 43% in those respective years. CEO Rob Mionis emphasized the company’s commitment to funding long-term customer AI infrastructure investments, with capital expenditure plans ramping to $1 billion in 2026, fully funded through operating cash flow.

Analyst sentiment strongly favors CLS, which recently earned Zacks Rank #2 (Buy) status. Notably, 15 of 18 brokerage recommendations tracked by Zacks carry “Strong Buy” ratings. Over the past five years, Celestica stock has surged approximately 3,000%, dramatically outpacing the technology sector’s 100% return. The past 12 months alone delivered a 220% gain. Recent consolidation has pulled the stock back roughly 25% from November highs, offering fresh entry opportunities. The current valuation trades 50% below peak levels at 30.0X forward 12-month earnings, while the average price target implies 34% additional upside, making Celestica an attractive buy for growth-oriented portfolios.

Why Now Represents an Optimal Entry Point for AI Stocks to Buy

Current market conditions align favorably for investors seeking to build positions in quality AI and technology stocks. The combination of accelerating corporate capex, expanding earnings growth, accommodative interest rate expectations, and technical oversold conditions creates a convergence of factors that historically rewards patient capital deployment.

For investors prepared to look past near-term geopolitical headlines and market anxiety, the pullback in high-quality AI and technology leaders offers a compelling opportunity. Whether through companies like ServiceNow, which blends AI innovation with established enterprise relationships, or infrastructure specialists like Celestica, which benefits from sustained buildout of AI computing capacity, this environment provides multiple pathways to gain exposure to AI stocks worth buying at discounted valuations before the next leg of the bull market unfolds.