3 AI Stocks That Can Beat the Nasdaq Composite in 2027

Three AI stocks have the potential to outperform the Nasdaq Composite (^IXIC -0.21%) in 2027. Dell (DELL +0.77%) is a leading AI server rack manufacturer that has gained traction due to the expanding data center infrastructure. The company posted a $95 billion backlog in its second quarter and raised its full-year guidance, citing accelerating AI momentum.

Additionally, Dell prioritizes financial stability with a $4.3 billion allocation for share repurchases and dividends. Its infrastructure solutions group, which includes AI data center products, has seen a 89% year-over-year revenue increase, accounting for 100% YoY growth. Dell's partnership with Nvidia suggests continued momentum in this sector.

Silicon Motion Technology (SIMO -0.30%) is another strong contender, experiencing more than double its annual growth. The company specializes in NAND flash controllers for solid-state drives and enterprise AI data centers, with key customers including Micron, Sandisk, and SK Hynix. Silicon Motion Technology's Ferri & Boot Drive segment has surged by roughly 1,700% year-over-year, further solidifying its position in this growing market.

Maxlinear (MXL -2.79%) specializes in optical AI data center products, with revenue surging by 55% year-over-year in Q2 2025. The company anticipates multi-year growth, profitability expansion, and long-term value for shareholders. Maxlinear's AI infrastructure segment has grown by 145% year-over-year, and its Q3 forecast suggests a 30% sequential growth rate.

As the company works on reducing operating losses, investors can anticipate another rally and potential outperformance compared to the Nasdaq Composite in 2027.