3 AI Stocks Riding Real Demand For Enterprise Software

Global interest in artificial intelligence is getting fresh support from Taiwan’s latest GDP data, where growth is linked in part to AI driven chip demand. That kind of real world pull for computing power and AI tools keeps capital flowing into the sector and keeps investors focused. This article highlights 3 AI stocks from our screener that sit at the heart of this trend.

The three stocks below are just a starting sample from this AI theme, and the full screen surfaced 16 more companies with equally compelling narratives that are not covered here. To identify and analyze your own highest conviction AI ideas, head straight into the Artificial Intelligence/ AI Stocks screener.

Cerillion (AIM:CER)

Cerillion is a London based telecom software company that supplies billing, charging and customer management systems to operators worldwide, with products ranging from cloud based platforms for subscription businesses to full BSS/OSS suites for smart cities. Revenue is primarily driven by Software at about £22.6 million, followed by Services at around £17.8 million and a smaller Other segment of roughly £2 million. The stock currently carries a market cap of about £266 million.

Cerillion sits at the intersection of AI and telecom infrastructure, an area where a lot of real demand is forming. The stock trades below some value estimates, while maintaining high profitability with net margins above 30%, and is pushing deeper into AI through products like its Enterprise Product Catalogue and Business Insights analytics platform. Recent news such as the Agentic AI showcase at DTW Ignite 2026 and work on TM Forum Moonshot Catalyst projects highlights how the company is trying to make AI commercially useful for complex networks and supply chains. At the same time, softer recent earnings, heavier reliance on external funding and questions over board independence mean you need to weigh up quality, growth and risk rather than focus on the AI label alone.

Cerillion’s high margins and AI push sit alongside softer recent earnings and funding questions. This means the real story sits in the detail of the 4 key rewards and 1 important major warning sign

Build your own AI billing and software shortlist

Cerillion and the two other AI stocks in this article all came from the same screener, but the real value is in shaping filters around what matters most to you. Use our customisable Screener to mix metrics like valuation, growth, balance sheet strength and risks into your own watchlist, or tap into our curated Investing Ideas for ready made starting points.

Bytes Technology Group (LSE:BYIT)

Bytes Technology Group is a UK based IT reseller and services company that helps organisations buy and manage software, hardware, cloud and AI tools, with a strong focus on security and Microsoft ecosystems. The business currently generates about £220 million in revenue from its IT Solutions Provider segment and has a market cap of roughly £962 million.

Investors looking at AI and cloud infrastructure should keep an eye on Bytes Technology Group because it sits where software licensing, cybersecurity and AI enabled services meet, supported by high returns on equity and what analysts view as good value on cash flow based measures. At the same time, heavier use of external funding, pressure on margins from public sector work and a reshaping board mean the story is more complex than a simple quality tech label, especially after a recent analyst downgrade that questioned the risk or reward balance.

Bytes Technology Group sits at the intersection of high return metrics and emerging questions about margins, funding and board shifts. Get the full context in the 3 key rewards and 1 important warning sign

AdvancedAdvT (AIM:ADVT)

AdvancedAdvT is a London based software group focused on business solutions and healthcare compliance, including AI based healthcare intelligence tools, workforce management platforms and cloud based SaaS products. The company currently generates about £53.4 million in revenue from its Internet Software and Services segment, all from the United Kingdom, and has a market cap of roughly £231 million.

AdvancedAdvT sits in a corner of AI where healthcare compliance, automation and human capital software all meet. This gives the business a clear practical use case rather than just headline AI exposure. The stock is currently priced below some fair value estimates based on future cash flows, while earnings are forecast to grow quickly from here. However, the latest year included a £5.6 million one off loss that pulled net margins down to 8.6% and ROE to 3%. Funding relies entirely on external borrowing and board independence is below ideal levels, so the real question is whether that mix of growth potential and balance sheet risk fits your approach to AI software exposure.

AdvancedAdvT’s push into AI led healthcare and workforce software sits beside that £5.6 million one off loss and modest 8.6% margin, so the real twist may sit inside the full narrative for AdvancedAdvT

Seeking Alternatives Before The Crowd

Fresh ideas move first, and the best entries often appear just before momentum takes off. Scan these under the radar lists while the data still matters. Act now.

• Spot income workhorses that aim to keep paying when others stall by scanning the 6 dividend fortresses before yields get crowded.
• Hunt for future compounders hiding in plain sight by running the 9 high quality undiscovered gems while these businesses are still under the radar for now.
• Zero in on companies built to endure stress by filtering through the 7 resilient stocks with low risk scores before defensive quality gets fully priced in.

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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