Goldman Sachs Says the Artificial Intelligence (AI) Software Sell-Off Was Overdone. Here Are the Best Growth Stocks to Buy Now.
Goldman Sachs believes the sell-off of AI-related stocks was overdone, presenting an opportunity to buy shares in companies like Figma and Atlassian at a discount. Both companies have shown strong sales growth and are successfully integrating AI capabilities into their products.
Goldman Sachs CEO David Solomon stated that the sell-off of AI-related stocks was "too broad" and that AI won't cause the sweeping destruction feared by Wall Street. Figma's sales soared 41% year over year to $1.1 billion in 2025, driven by new customers, and the company expects sales to continue expanding in 2026. Figma is increasingly integrating AI capabilities into its design tools and has introduced charges based on AI credit consumption. Atlassian's stock also tumbled this year, but the company's results for its fiscal third quarter 2026 revealed that customers were expanding the number of users accessing its apps. Atlassian's AI solution, Rovo, is experiencing strong adoption, producing a new revenue stream. Both Figma and Atlassian are well-positioned to rebound from this year's sell-off.
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