3 Australian AI Stocks For September 2026
Yahoo Finance ·
3 Australian AI Stocks For September 2026 Sasha Jovanovic Mon, September 28, 2026 at 7:16 PM EDT 4 min read NVDA COS.AX AIM.AX CAR.AX Nvidia's record A$150b share buyback plan has put a bright global spotlight on AI hardware and software, and Australian AI players are riding that wave of attention. When a giant commits that much capital, it signals how seriously industry leaders treat this technology shift. This article highlights three Australian AI related stocks from our screener that could offer interesting exposure to this theme. The three ASX stocks below are just a starting sample of the AI theme. The full Simply Wall St screen surfaced 0 more businesses with equally detailed and compelling narratives that are not covered in this article. If you want to identify which AI related opportunities might deserve a closer look for your own watchlist, head straight into the Undervalued Artificial Intelligence/ AI Stocks screener to filter, analyze, and focus on the highest conviction plays. COSOL is a Brisbane based IT services group that applies AI to enterprise asset management through its AI asset lifecycle and EAM intelligence offerings, alongside broader asset management advisory, digital asset management and managed services. The business generated about A$54.9 million from Australian consulting, A$30.7 million from asset management services and A$12.9 million from the Americas, and is valued at roughly A$33.7 million. COSOL plugs into the AI theme by using machine learning to manage complex physical assets, from mines to utilities, through predictive maintenance, anomaly detection and automated decision support. Investors interested in AI tied to real world infrastructure may want to watch how this low P/S, AI heavy service mix affects margins if a single key assumption breaks. If that low P/S and AI heavy mix has your attention, walk through the DCF valuation analysis for COSOL to see how the current price compares with the cash flow story. For investors tracking the AI and ChatGPT shift, CAR Group illustrates how applied data science can reshape a traditional category like car classifieds without relying on headline-grabbing chip or model releases. This context helps frame the way its compounding story is described below. "Per-share compounding as Encar / webmotors / US non-auto scale: intrinsic, continuous." The key question is how far that data-heavy classifieds engine can push pricing power before one unseen pressure starts to pinch margins. When that pressure point matters most, the full narrative for CAR Group shows how CAR Group's pricing power, capital allocation and AI engine could be decoupling from traditional classifieds peers. Ai-Media Technologies leans directly into the AI captioning theme through its LEXI suite, which turns live and recorded speech into searchable text, translations and audio for broadcasters, corporates and educators that want AI in their video workflows. Ai-Media Technologies delivers captioning, transcription and translation services, generating about A$60.2 million from internet software and services, and has a market value near A$52 million. "The transition from human in the loop services to an AI native workflow with the LEXI suite and encoders is increasing the share of higher margin SaaS in the mix, which directly supports gross margin and EBITDA outcomes." What really moves the needle now is whether one key shift in that product mix can carry both earnings quality and investor confidence. If that shift is what you are watching, read the full narrative for Ai-Media Technologies to see how Ai-Media Technologies' AI workflow could be accelerating or stalling from here. Fresh ideas move first. By the time momentum is flying, the best entry points can be gone. Scan these under the radar lists before the crowd and act now. Spot resilient cash generators early and review the list of solid balance sheet and fundamentals (11 results) that filters for businesses with the strength to keep moving while it matters. Hunt for cash flowing AI plays and scan the 37 profitable AI stocks that aren't just burning cash curated for companies using AI without letting costs run away. Track long term income ideas and check the 3 dividend fortresses focused on high yielding payers that could keep distributions flying before yields get caught dropping. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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