AI Stocks With Real Revenue Growth That Retail Investors May Be Missing

Global central banks signal that interest rates could stay higher for longer as energy and inflation pressures linger. That keeps money more expensive and makes clear earnings stories in areas like AI more valuable. Companies tied to semiconductors, cloud and large language models sit at the heart of the ChatGPT and AI shift. This article highlights 3 AI stocks from our screener that stand out on business quality grounds.

The 3 stocks below are just a starting sample, and the full screen surfaced 15 more companies tied to AI infrastructure and software with equally compelling business narratives that are not covered here. To size up that broader opportunity set, head straight into the Artificial Intelligence/ AI Stocks screener to identify, filter and analyze the highest conviction plays.

Cerillion (AIM:CER)

Overview: Cerillion is a London based software company that supplies telecom billing, charging and customer management systems, as well as subscription and smart city platforms, to communications providers and enterprises across the UK, Europe, the Middle East and Africa, the Americas and Asia Pacific.

Operations: Cerillion generates most of its revenue from Software at about £22.6 million and Services at about £17.8 million, with a smaller contribution from Other income of about £2 million.

Market Cap: £287 million

Cerillion provides direct exposure to AI infused telecom software, from its Enterprise Product Catalogue and Business Insights analytics to AI powered initiatives showcased at TM Forum’s DTW Ignite 2026. The company currently combines relatively high returns on equity with a P/E that sits below peer averages. Recent results showed a decline in revenue and earnings, and the balance sheet leans on external borrowing and high non cash earnings, so you need to be comfortable with those risks. For investors who want AI linked picks grounded in real billing and network operations, Cerillion may merit closer research.

Cerillion’s mix of AI infused telecom software and below peer P/E hints at a story investors may not have fully priced in yet. Use the 4 key rewards and 1 important major warning sign to see how those quality metrics stack up against the funding structure and what could shift next.

Build your own AI billing and software shortlist

Cerillion and the other two AI stocks here all came from a single Simply Wall St screen, but the real value is in setting filters that match your own style. Use our customisable Screener to blend valuation, growth, balance sheet and risk metrics, or jump straight into our curated Investing Ideas.

Bytes Technology Group (LSE:BYIT)

Overview: Bytes Technology Group is a UK based IT reseller and services company that helps organisations buy and manage software, security, AI and cloud solutions, alongside the devices and training needed to run them effectively across the UK, Europe and other international markets.

Operations: Bytes Technology Group generates essentially all of its revenue, about £220.6 million, from its IT Solutions Provider segment, with the vast majority coming from UK customers.

Market Cap: £976 million

Investors looking at AI and cloud infrastructure may find Bytes Technology Group interesting because it sits at the junction of software licensing, cybersecurity and public cloud, all while serving a sticky base of public and corporate clients. The company is investing heavily in AI focused software, cybersecurity capability and new internal systems such as a customer marketplace. These initiatives could support future efficiency and revenue growth. At the same time, guidance points to flat operating profit as higher technology and staffing costs flow through, and a greater tilt toward lower margin public sector work puts pressure on net margins. Add in board turnover and reliance on external funding and the result is a higher quality business with real execution questions that merit closer work.

Bytes Technology Group sits at the crossroads of AI software, cloud and cybersecurity, yet the real story lies in how its margins, funding mix and execution risks fit together in the analysis report for Bytes Technology Group

AdvancedAdvT (AIM:ADVT)

Overview: AdvancedAdvT is a London based software company that provides business, financial management and human capital management platforms, with a strong focus on healthcare compliance and AI based healthcare intelligence software for customers across the UK, Europe and North America.

Operations: AdvancedAdvT generates all of its revenue, about £53 million, from Internet Software and Services, with sales currently reported entirely in the United Kingdom.

Market Cap: £231 million

AdvancedAdvT sits squarely in the AI and software sweet spot, with a mix of business and healthcare compliance platforms and AI based healthcare intelligence tools that directly align with the screener’s focus. The stock trades at a discount of about 20% to one estimate of fair value, yet current profitability looks fragile, with net margin down to 8.6% after a £5.6 million one off loss and return on equity of 3%. Forecast earnings growth of about 32% per year contrasts sharply with modest 5% revenue growth and a balance sheet that relies entirely on external borrowing. That mix of AI exposure, potential undervaluation and funding risk makes AdvancedAdvT a business worth closer inspection rather than a simple yes or no call.

AdvancedAdvT’s mix of AI healthcare tools, a 20% discount to one fair value estimate and fragile profitability points to a story that could be decoupling from headline numbers. The analyst forecasts for AdvancedAdvT reveals how that tension between cautious earnings today and future expectations really looks beneath the surface.

Seeking Alternatives Before The Crowd Moves

Fresh opportunities rarely stay quiet for long. Some stocks build momentum, while others risk getting caught once prices start flying. Review these under the radar ideas while it matters and act promptly.

• Target resilient cash generators that can shoulder shocks more easily by scanning a curated list of solid balance sheet and fundamentals (21 results) before everyone else starts paying attention.
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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.

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