Artificial intelligence stocks sit at the intersection of powerful computing, software and data, at a time when inflation, energy costs and interest rate expectations keep shifting across global markets. While bond yields, central bank paths and oil prices dominate headlines, AI stocks from this ChatGPT and AI screener focus on companies directly tied to semiconductors, software, cloud and large language models that support real world transformation. To help you cut through the noise, this article highlights 3 stocks from the screener that stand out for their business relevance to the AI theme, not hype alone.
Cerillion (AIM:CER)
Overview: Cerillion is a London based software company that provides billing, charging and customer relationship management systems to telecom operators and subscription businesses across the UK, Europe, the Middle East and Africa, the Americas and the Asia Pacific. It helps these customers run quad play, B2B and smart city services on a single platform. Its product suite spans cloud based BSS/OSS, subscription billing, AI driven product catalogues, customer self service and analytics for communications service providers and other recurring revenue models.
Operations: Cerillion generates most of its revenue from Software at £22.6 million, followed by Services at £17.8 million and Other income of £2.0 million.
Market Cap: £310.2 million
Cerillion sits at a point of interest for AI themed investors, combining telecom grade billing and customer platforms with AI powered tools such as its Enterprise Product Catalogue and Business Insights analytics. Forecast earnings and revenue growth rates are in the mid teens, supported by reported profitability with a 32.2% net margin and returns on equity, while the P/E is described as below peers and the share price is reported as only slightly above one estimate of its cash flow value. At the same time, a recent period of share price underperformance, lower half year revenue and earnings, non cash earnings risk and questions over board independence mean this is not a straightforward story, particularly as Cerillion expands its focus on agentic AI and large BSS/OSS transformation projects.
Cerillion’s telecom grade AI story, together with mid teens growth forecasts and a P/E described as below peers, raises a clear question: see how the 2 key rewards and 1 important major warning sign might reframe that recent share price underperformance.
Bytes Technology Group (LSE:BYIT)
Overview: Bytes Technology Group is a Leatherhead based IT reseller and services company that helps organisations source and manage software, security, AI and cloud solutions, alongside hardware such as servers and laptops. It combines product resale with consulting, training and managed services in areas like cyber security, digital workspace and public cloud, so customers can run and secure their IT estates more efficiently.
Operations: Bytes Technology Group generates essentially all of its £220.6 million revenue from its IT Solutions Provider segment, with £211.9 million from the United Kingdom and the remainder from Europe and the Rest of the World.
Market Cap: £962.5 million
Investors looking at AI may consider Bytes Technology Group because it sits at the junction of software, security and cloud, supplying and managing the tools that enterprises are already buying rather than focusing on a single AI product. The company reports an ROE of 63.2% and a net margin above 20%, supported by a long history in licensing and IT services, even though the latest year showed a dip in earnings despite slightly higher revenue. At the same time, flat operating profit guidance for 2027, reliance on lower margin public sector contracts and higher technology costs highlight the importance of execution on AI, cloud and cybersecurity upselling, and this is where the current debate on Bytes is centred for investors.
Bytes Technology Group’s high ROE and over 20% net margin sit awkwardly beside flat profit guidance and public sector dependence, so the real story sits inside the 3 key rewards and 1 important warning sign that could change how you view its AI upside.
AdvancedAdvT (AIM:ADVT)
Overview: AdvancedAdvT is a London based software company that provides business, financial management and workforce solutions, including healthcare compliance and human capital management tools, to customers in the UK, Europe, North America and other international markets. It also runs a machine learning AI driven intelligent process automation platform that aims to streamline and automate complex workflows for its clients.
Operations: AdvancedAdvT generates all of its £53.4 million revenue from Internet Software & Services in the United Kingdom.
Market Cap: £207.9 million
AdvancedAdvT gives you exposure to AI enabled process automation and recurring software in areas like healthcare compliance and workforce management, but the picture is mixed. Forecast earnings growth of just over 30% a year sits beside modest 5% revenue growth, a recent decline in net margin from 25.1% to 8.6% and a large one off £5.6 million loss that clouds the latest figures. The stock also carries a high P/E and relies on external borrowing, with board independence still below some governance benchmarks. At the same time, the current price sits below one estimate of future cash flow value, which makes the detailed risk and reward balance important for anyone considering this AI stock.
AdvancedAdvT’s earnings forecasts racing ahead of modest revenue growth, high P/E and that one off £5.6 million loss hint at a more complex setup. The 2 key rewards and 2 important warning signs could be the missing twist in this AI story
The three AI stocks in this article are just a starting point, with the full Artificial Intelligence/ AI Stocks screener surfacing 15 more companies tied directly to semiconductors, software, cloud and large language models that could have equally compelling stories. Use Simply Wall St to identify, filter and analyze the specific catalysts and narratives that matter to you so you can focus on the highest conviction AI opportunities.
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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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