Artificial intelligence (AI) is profoundly changing our world, and the next major evolution will manifest as the rise of Agentic AI. In the recent sell-off within the Software as a Service (SaaS) sector, many stocks related to Agentic AI were undervalued alongside others, presenting a noteworthy investment opportunity in this field.
Among the most promising Agentic AI stocks are two companies focused on building agentic AI orchestration platforms. In a world where third-party AI agents from various providers are becoming increasingly common and their applications increasingly fragmented, the ability to manage and control these agents will become critically important.
ServiceNow (NOW) began as a leader in IT Service Management (ITSM), helping IT departments manage networks more efficiently, before expanding its operations into other areas such as Human Resources and customer service. Today, the company has become an indispensable part of its customers’ workflows. Although it has also been impacted by the sell-off in the SaaS sector, the company possesses a wide economic moat because it is deeply embedded in client systems through security protocols, custom business rules, and audit trails—elements that are difficult for competitors to replicate.
Building on this solid foundation, ServiceNow has been progressively layering on AI applications. Its Now Assist suite, a set of generative AI solutions, has gained significant market认可 and become a strong growth driver. However, perhaps even more promising is its move into the Agentic AI orchestration space through its newly introduced Control Tower solution. Recent acquisitions of Armis and Veza have further reinforced this strategy.
ServiceNow continues to demonstrate robust revenue growth, and its Agentic AI orchestration strategy has the potential to become another growth engine. Based on 2026 analyst estimates, its forward price-to-sales (P/S) ratio is below 7 times and its forward price-to-earnings (P/E) ratio is 25.5 times, making it a top-tier stock worth owning.
Another company that has developed an Agentic AI orchestration platform is UiPath (PATH). The company started in the Robotic Process Automation (RPA) space and quickly became a market leader. RPA uses software robots to help execute simple, rules-based tasks such as data entry and customer onboarding processes.
RPA provides an excellent foundation for building an Agentic AI orchestration platform because it inherently includes built-in governance and compliance guardrails, and it has deep connections to legacy systems like SAP that may lack modern application programming interfaces (APIs). Leveraging this foundation, UiPath developed its Maestro platform, which is capable of managing both software robots and third-party AI agents simultaneously.
UiPath’s Maestro platform is still in its early stages but has already seen some initial success. In the last quarter, its revenue growth rate accelerated to 16%, and the company has established partnerships with several major AI companies. The stock currently trades at a forward price-to-sales ratio of just 3.5 times and a forward price-to-earnings ratio of under 15 times, representing a relatively low valuation. If the company can continue to accelerate its growth and establish itself as a leader in the Agentic AI orchestration platform space, this stock could hold significant upside potential.
