Artificial intelligence is reshaping how companies use data, automate decisions, and manage costs at a time when inflation, energy prices, and interest rate expectations are constantly in focus. The AI Stocks screener focuses on businesses tied to this shift, from semiconductors and chips to software, LLMs, ChatGPT related tools, cloud platforms, and broader transformation projects. With markets reacting quickly to new inflation and growth data, having a focused starting universe can save time and reduce noise. This article highlights 3 opportunities from the AI Stocks screener for further research.
Cerillion (AIM:CER)
Overview: Cerillion is a London based software company that supplies billing, charging, and customer management platforms to telecom operators and subscription businesses worldwide, helping them run complex services such as quad play bundles, smart city networks, and cloud based subscriptions from a single system.
Operations: Cerillion generates most of its revenue from Software (£22.6m), followed by Services (£17.8m) and Other (£2.0m).
Market Cap: £311.7m
Cerillion stands out in the AI focused software space because it combines an established telecom billing platform with newer AI driven tools such as its Enterprise Product Catalogue and Business Insights analytics. It is still being valued on a P/E below many peers. Forecast earnings and revenue growth, plus high returns on equity, indicate a business that is converting its niche into solid profitability. However, recent half year results showed revenue and profit declines that investors need to understand. Governance and funding structure, including limited board independence and reliance on higher risk borrowing, also warrant a closer look, especially as Cerillion rolls out agentic AI projects and large BSS/OSS transformations with major carriers.
Cerillion’s telecom niche, AI tools, and P/E gap suggest the market may be missing part of the story. It is worth scanning the 2 key rewards and 1 important major warning sign to see what might be getting priced in or ignored
Bytes Technology Group (LSE:BYIT)
Overview: Bytes Technology Group is a UK based IT reseller and services company that helps organisations buy, deploy, and manage software, cloud, AI, security, and hardware solutions, wrapping these products with training, consulting, and support.
Operations: Bytes generates essentially all of its £220.6m revenue from its IT Solutions Provider business, with £211.9m from the United Kingdom and the balance from Europe and the rest of the world.
Market Cap: £991.4m
Bytes Technology Group offers a way to gain exposure to AI, cloud, and cybersecurity spending through a business that already has high returns on equity and solid profit margins, even after a recent dip in earnings and margin pressure. The company is investing in a customer marketplace and internal platforms, as well as expanding its technical and sales teams, which could support future growth in higher margin services like cybersecurity. At the same time, its heavy use of external borrowing, reliance on public sector contracts, and board inexperience add real risk that investors should not ignore. With recent leadership changes, a sizeable buyback and a proposed dividend on the table, there is more to the Bytes story than the headline numbers suggest.
Bytes Technology Group’s high returns and margin pressure make the story feel unfinished, and the real twist sits in how its risks stack up against the upside in the 3 key rewards and 1 important warning sign
AdvancedAdvT (AIM:ADVT)
Overview: AdvancedAdvT is a London based software company that provides business management, healthcare compliance, human capital and workforce tools, alongside a machine learning AI platform that automates processes for organisations across the UK, Europe, North America and other markets.
Operations: AdvancedAdvT generates all of its £53.4m revenue from Internet Software & Services in the United Kingdom.
Market Cap: £207.9m
AdvancedAdvT sits at the intersection of AI and mission critical software, with an AI driven process automation platform built on top of business, healthcare and workforce tools that customers rely on every day. Earnings growth has been strong over several years. Forecasts still point to rapid profit expansion, even though the latest year shows net income of £4.61m and margins down to 8.6% from a much higher level. A large one off £5.6m loss, low 3% return on equity and full reliance on external borrowing are real pressure points. Yet the shares trade below one estimate of fair value. The mix of high growth expectations, contracting margins and funding risk means the AdvancedAdvT story is far from straightforward, and that is exactly where careful research can give you an edge.
AdvancedAdvT’s earnings story is accelerating, while margins and funding choices raise fresh questions. It is worth reading the 2 key rewards and 2 important warning signs to see what might be quietly tipping the balance.
The three AI stocks in this article are just a starting point, with the full Artificial Intelligence/ AI Stocks screener surfacing 15 more companies that pair AI exposure with equally compelling narratives around chips, software, cloud and LLM infrastructure. Use Simply Wall St to identify and analyze the specific catalysts, balance sheet traits and business models that matter most to you so you can focus on the highest conviction ideas in this theme.
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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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