3 AI Stocks Riding Real Enterprise Software Demand

Singapore just lifted its 2026 growth forecast after reporting stronger Q2 GDP, helped by AI related demand and manufacturing. That kind of real world pull for artificial intelligence is no longer a niche story. It is starting to shape trade, jobs and profits. This creates a window for investors who want clearer exposure to the ChatGPT and AI build out. This article highlights 3 stocks from our AI Stocks screener.

The three stocks below are just a starting sample from this theme, and the full screen surfaced 16 more companies tied into the AI build out with equally compelling stories that are not covered here. If you want to go broader and identify your own ChatGPT and AI candidates, head straight to the Artificial Intelligence/ AI Stocks screener to filter and analyze the opportunities that best fit your approach.

Cerillion (AIM:CER)

Overview: Cerillion is a London based software company that supplies billing, charging and customer relationship management systems to telecom operators and subscription businesses worldwide, helping them run complex services like mobile, broadband, TV and smart city networks on a single platform.

Operations: Cerillion generates most of its revenue from Software at about £22.6 million, followed by Services at about £17.8 million, with roughly £2 million from Other activities.

Market Cap: £276 million

Cerillion stands out in the AI theme because its products sit at the core of how telecoms price, package and bill next generation services. Its Enterprise Product Catalogue and Business Insights platforms are already using AI to manage complex offers and analytics. Analysts expect both revenue and earnings to grow at double digit rates. ROE sits above 20% and the stock trades on a lower P/E than many European software peers, which together suggest investors are not paying a premium for those qualities. On the other hand, recent half year results showed revenue and profit declines and the balance sheet relies on external borrowing, so you should also weigh execution risk and governance quality before forming a view.

Cerillion’s double digit growth outlook and ROE above 20% sit alongside a lower P/E and recent profit pressure. For more detail, see the 4 key rewards and 1 important major warning sign

Build your own AI billing and analytics shortlist

Cerillion and the other two AI stocks in this list all came out of a single Simply Wall St screen, but the real value is in setting filters that match your style. Use our flexible Screener to mix metrics like valuation, growth and balance sheet strength, or jump straight into curated themes through our 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, cloud, AI and cyber security tools, while also supplying hardware like servers and laptops along with training and consulting support.

Operations: Bytes Technology Group generates almost all of its £220.6 million revenue from its IT Solutions Provider segment, largely in the United Kingdom with smaller contributions from Europe and the rest of the world.

Market Cap: £971 million

Investors looking at AI and cloud adoption often focus on software creators, but Bytes Technology Group sits at the point where real budgets are being allocated. The company sells and manages the software, security and cloud tools that UK public bodies and corporates already rely on, with a strong focus on AI enabled products. Forecast revenue growth around the high single digits, high current and projected ROE, and a share price that screens as good value against peers give the story clear financial appeal. At the same time, profit margins have eased, management expects flat profit in 2027, the dividend record is uneven and the board has seen rapid change. How those moving parts fit together is what makes Bytes worth a closer look for AI themed investors.

Bytes Technology Group sits where AI budgets actually get signed, and its high ROE and current valuation screening as good value are easy to overlook. Get the full story with the 3 key rewards and 1 important warning sign

AdvancedAdvT (AIM:ADVT)

Overview: AdvancedAdvT is a London based software group that provides business, workforce and healthcare compliance platforms, including AI driven tools, to customers in the UK, Europe, North America and other international markets.

Operations: AdvancedAdvT generates all of its £53.4 million revenue from Internet Software & Services in the United Kingdom.

Market Cap: £231 million

AdvancedAdvT gives investors direct exposure to AI in healthcare and workforce software, with earnings forecast to grow around 32% per year and revenue projected to rise faster than the wider UK market. The stock currently trades below the Simply Wall St discounted cash flow estimate, yet carries a high P/E, which suggests the market is weighing that growth potential against real risks. Profit margins compressed sharply last year after a large one off loss, ROE is only 3% and the balance sheet leans on higher risk external funding. For investors willing to accept more volatility in exchange for AI themed growth, this mix of forecast expansion, recent earnings setbacks and funding risk makes AdvancedAdvT worth closer scrutiny.

AdvancedAdvT’s rapid earnings forecasts and high P/E are pulling in attention, yet last year’s margin squeeze and low ROE raise questions. Read the analyst forecasts for AdvancedAdvT to see what the market might be missing.

Seeking Alternatives Before The Crowd Moves

Fresh ideas do not stay under the radar for long. As momentum builds, potential breakouts can get caught and repriced fast. Scan these curated shortlists while it matters and act now.

• Spot resilient cash generators before they start flying by checking the list of solid balance sheet and fundamentals (21 results). This tool filters for companies with sturdier fundamentals than the wider market.
• Hunt for potential income workhorses as yields rise and prices drop, using the curated 4 dividend fortresses, which focuses on higher yielding stocks that still clear key financial health checks.
• Zero in on growth stories that remain under the radar for now with the curated 10 high quality undiscovered gems, which screens for quality businesses investors may not be watching yet.

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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