By Artificial intelligence investing still tends to begin with the same familiar names.
Nvidia, Microsoft and other mega-caps still dominate the conversation, and it seems natural with the massive potential these names hold.
But analysts are increasingly highlighting a second layer of AI-linked companies that are smaller, but carrying far more aggressive upside expectations.
TipRanks’ April roundup puts that spotlight on three names in particular: Rezolve AI, SoundHound AI, and Navan.
What makes the trio interesting is that each is tied to a clear business use case rather than a vague AI promise.
Rezolve AI: An automation story
Rezolve AI is better understood as an AI-driven commerce and retail technology company, rather than a traditional enterprise automation platform.
The company is building tools that sit at the intersection of retail, brands, and financial services, using AI to enhance how consumers discover products, interact with merchants, and complete transactions.
Its platform is designed to improve conversion rates and streamline digital shopping experiences, positioning it closer to the front end of commerce rather than internal corporate workflows.
This explains why analysts see it as more than just another speculative AI stock.
Rohit Kulkarni of Roth Capital recently cut his price target on Rezolve to $9.50 from $12.50 but kept a Buy rating.
He kept his bullish call and argued that Rezolve could still beat 2026 expectations if it executes on sales growth, legacy search-asset acquisitions, and cross-sell opportunities.
Rezolve carries a Strong Buy consensus based on six Buy ratings, and that the average analyst target of $10.75, which implies 245% upside from current levels.
SoundHound AI: Voice AI that already has real-world traction
SoundHound is the easiest of the three for general readers to grasp.
The company specializes in voice AI, and its products are used in cars, restaurants, and enterprise settings.
The product range of the company underscores that it is already selling into practical, everyday interactions rather than waiting for a distant AI future to arrive.
Northland Securities analyst Michael Latimore reiterated a Buy rating on SoundHound last month and set a $14 price target.
SoundHound has a Strong Buy consensus from four Buy ratings and one Hold over the past three months, while the average target of $14.50 implies more than 117% upside.
The stock had rebounded after hitting a recent low, even as analysts continued to argue for significant upside.
Navan: A reminder that AI investing goes beyond chips
Navan operates an AI-powered travel and expense platform that helps businesses automate bookings, enforce spending policies, and generate expense insights.
The company describes itself as a unified travel-and-expense platform, and that framing is important because it widens the AI story beyond semiconductors.
Patrick Walravens of Citizens reiterated his Buy, or Market Outperform, rating on April 1 and kept a $25 price target.
Walravens argued that AI is accelerating Navan’s product capabilities and bookings, pointing to a market opportunity he estimates at $185 billion.
Navan holds a Strong Buy consensus based on seven Buys and one Sell over the last three months, with an average target of $19.86, implying about 55.5% upside.
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