Artificial intelligence has moved from science fiction to everyday reality, touching everything from search to enterprise software. At the same time, investors are watching inflation data, central bank decisions, energy prices and geopolitical risks that keep markets jumpy and rate paths uncertain. In this setting, an AI stocks screener focused on semiconductors, software, large language models, cloud and digital transformation can help you cut through the noise and focus on companies directly tied to the ChatGPT and AI trend. In this article you will see 3 stocks filtered by that screener.
Docebo (TSX:DCBO)
Overview: Docebo is a Toronto based company that provides a cloud learning platform used by businesses and public sector customers to deliver and manage employee, partner, and customer training, with AI tools like Harmony Search and content creation to personalize learning at scale.
Operations: Docebo generates all of its approximately $251.0 million in revenue from educational software, with around $169.4 million from the United States, $68.1 million from the rest of the world, and $13.5 million from Canada.
Market Cap: CA$681.5 million
Docebo gives you exposure to AI applied to a specific problem: turning training content and learner data into more tailored learning experiences for large organizations. The company operates in a niche of cloud based learning platforms, with FedRAMP certification that can open doors to U.S. government contracts and enterprise customers using tools such as Salesforce and Microsoft Teams. At the same time, it is important to consider meaningful debt, a recent quarterly loss, and customer concentration risk, including the impact of losing a large AWS contract. The current valuation sits below some fair value estimates, and a sizeable share buyback running to August 2026 is another factor that investors may monitor closely.
Docebo’s AI driven training engine sits at the crossroads of compliance, cloud and government grade security, yet the real story may lie in how its balance sheet and contract profile stack up against that promise in the Docebo financial health report
Kinaxis (TSX:KXS)
Overview: Kinaxis is an Ottawa based company that provides cloud based subscription software that helps large manufacturers and distributors plan and run their supply chains using its AI infused Maestro platform, which supports demand forecasting, inventory, order management, production scheduling and transportation planning.
Operations: Kinaxis generates about $580.8 million in revenue from its supply chain management software and services, with around $325.8 million from the United States, $190.5 million from Europe, $58.0 million from Asia, and $6.6 million from Canada.
Market Cap: CA$4.0 billion
Kinaxis sits at the center of AI driven supply chain orchestration, with its Maestro platform used by manufacturers to test tariff scenarios, nearshoring options and sourcing decisions in real time. Earnings have improved sharply in recent years. Net margins are about 14.5%. Recent customer wins like MANE and expanded work with ScottsMiracle Gro indicate that its software is being adopted across more industries and regions. At the same time, the company relies heavily on external partners to implement its solutions, faces rising competition from large ERP vendors, and must keep spending on R&D to stay ahead. Investors tracking AI infrastructure and application stocks may want to look more closely at how these strengths and risks line up for Kinaxis within the broader AI supply chain theme.
Kinaxis blends 14.5% net margins with global supply chain reach, yet many investors still treat it as just another software stock. Get the full context in the analysis report for Kinaxis
Quantum eMotion (TSXV:QNC)
Overview: Quantum eMotion is a Montreal based cybersecurity company that develops quantum based hardware and software tools to generate high quality randomness for encryption, aiming to secure data, AI workloads, cloud environments and connected devices across sectors such as finance, healthcare, defence and energy.
Market Cap: CA$642.8 million
Quantum eMotion sits at the intersection of quantum security, AI infrastructure and digital assets, with products like Sentry Q, eShield Q and eHot Q designed to help customers move toward quantum resilient encryption. Revenue is still very small at about CA$10,600 in Q1 2026, losses are widening and earnings are expected to keep declining, while the P/B ratio of 17x and heavy reliance on external borrowing highlight valuation and funding risk. At the same time, forecast revenue growth is very large compared with both the Canadian market and semiconductor peers. Recent agreements with Vertical Data, Aegis and JMEM TEK show how its technology could plug into AI data centers and energy storage. For investors who can handle early stage risk, the key question is how these alliances and its quantum random number generator tech might translate into a sustainable business.
Quantum eMotion’s quantum AI story is being priced like a binary bet, yet the real puzzle is how that tiny CA$10,600 revenue base and widening losses square with the analyst forecasts for Quantum eMotion
The three stocks in this article are a starting point. The full screener has identified 30 more companies with equally compelling AI narratives tied to semiconductors, software, cloud and large language models through the Artificial Intelligence/ AI Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts and storylines that matter most to you so you can focus on the highest conviction opportunities in the AI trend.
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If Quantum eMotion or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.
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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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