Innodata Inc.
INOD · Technology
$54.64
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3 AI-Related Stocks Worth a Closer Look After Pullbacks
Three AI infrastructure stocks—Vertiv, Applied Optoelectronics, and Innodata—have experienced significant pullbacks from their 2026 highs despite maintaining strong underlying growth fundamentals. Each company offers exposure to different segments of AI infrastructure: power/cooling systems, optical networking, and data services. Their recent earnings remain solid with robust growth outlooks, suggesting potential opportunities for investors.
3 Lesser Discussed Stocks That Offer Meaningful AI Exposure
While NVIDIA dominates AI discussions, investors can gain exposure to AI trends through alternative companies. Innodata (INOD) prepares data for AI models with 58% revenue growth, Applied Optoelectronics (AAOI) produces high-speed optical networking with 86% revenue growth, and Celestica (CLS) supplies infrastructure to hyperscale customers with 62% revenue growth and a Zacks Rank #1 rating.
Can Innodata's 49% Margin Become Its New AI Growth Benchmark Today?
Innodata (INOD) reported Q2 2026 revenues surging 58% to $92.1M with adjusted gross margins expanding to 49%, nine points above its 40% target. The company reiterated at least 40% revenue growth guidance for 2026, driven by AI programs including LLM training and agentic AI. Customer concentration improved with the largest customer declining to 37% of revenues from 56% in Q1.
Innodata vs. TaskUs: Which AI Services Stock Has Better Upside?
Innodata and TaskUs both capitalize on AI demand but with different profiles. Innodata shows stronger revenue growth (58% YoY) and expanding AI opportunities but trades at a premium 37.29X P/E with customer concentration risks. TaskUs offers cheaper valuation (5.24X P/E), better recent stock performance (+22.9% in 3 months), and solid cash generation, but slower overall growth (5% YoY). Innodata gets the edge for growth-focused investors, while TaskUs appeals to value investors.