Artificial intelligence is quickly becoming a core input for everything from chip design to cloud software, and the AI stocks screener focused on semiconductors, software, LLMs, ChatGPT and cloud infrastructure helps you stay close to that trend without having to sift through the whole market yourself. With central banks reacting to oil driven inflation risks and investors closely watching AI related capital spending, this screener focuses on companies directly tied to the ChatGPT and AI build out. In this article, you will see three high ranked stocks from this AI stocks screener and the key reasons each may warrant a closer look.
Overview: Cerillion is a London based software company that provides billing, charging and customer relationship management systems for telecom operators and subscription businesses worldwide, offering pre packaged SaaS platforms for everything from quad play consumer services to smart cities.
Operations: Cerillion generates most of its revenue from Software at £22.6m, followed by Services at £17.8m and Other activities at £2.0m.
Market Cap: £310.2m
Cerillion sits at the heart of telecom and subscription billing. Its appeal for AI focused investors lies in how its Enterprise Product Catalogue and Business Insights platforms already embed AI to help telecom operators design, price and analyse complex services. Earnings have grown in recent years with net margins around 32.2%, and analysts currently expect revenue and earnings to grow faster than the wider UK market, while the P/E is below the peer average. At the same time, reliance on external borrowing for funding, high non cash earnings and recent pressure on margins, with H1 2026 revenue and profit lower year on year, are important factors to weigh when judging how resilient Cerillion’s AI centric model is.
Rapid earnings growth, rich margins and a below peer P/E give Cerillion an intriguing setup, but the real story sits inside the 2 key rewards and 1 important major warning sign
Overview: Bytes Technology Group is a UK based IT reseller and services company that helps organisations source and manage software, security, AI and cloud solutions, alongside the hardware and consulting support needed to run them effectively.
Operations: Bytes Technology Group generates all of its £220.6m revenue from its IT Solutions Provider segment, with £211.9m from the United Kingdom and smaller contributions from Europe and the rest of the world.
Market Cap: £968.3m
Bytes Technology Group sits at an interesting point in the AI story, acting as a key channel partner for cloud, security and AI software while keeping a relatively high net margin around 23.3% and strong return on equity of 63.2%. Revenue is forecast to grow 8.1% a year, and the stock trades on a P/E that is below both peer and industry averages. However, recent flat profit guidance, pressure on margins from low margin public contracts, and a funding structure reliant on external borrowing indicate why management is investing in higher margin cybersecurity and cloud services, internal platforms, and a £25m buyback rather than prioritising short term growth at any cost.
Bytes Technology Group’s mix of high margin UK software exposure and a P/E below peer and industry averages suggests a story investors may be underpricing, and the real twist sits inside the 3 key rewards and 1 important warning sign
Overview: AdvancedAdvT is a London based software company that provides business, financial management and human capital management tools, along with healthcare compliance and intelligence platforms. It also runs an AI driven intelligent process automation platform for customers in the UK and overseas.
Operations: AdvancedAdvT generates all of its £53.4m revenue from Internet Software & Services in the United Kingdom.
Market Cap: £211.2m
AdvancedAdvT appears in an AI focused screener because it mixes a broad software portfolio, including healthcare and workforce management, with an AI based process automation platform and an earnings growth outlook of 32% a year. This is despite recent 12 month earnings falling sharply after a £5.6m one off loss and net margins compressing to 8.6%. Forecast earnings growth that is much stronger than expected revenue growth, along with trading below an estimated fair value despite a high P/E, highlights a business where expectations and risks may be out of sync. This is particularly relevant given the low 3% ROE, reliance on external borrowing and questions around board independence that investors may want to understand better.
AdvancedAdvT’s sharp earnings reset, low 3% ROE and questions on board independence sit beside an earnings growth outlook of 32% a year. The real tension is unpacked in the analyst forecasts for AdvancedAdvT
The three AI focused stocks covered here are just the starting point. The full Artificial Intelligence/ AI Stocks screener reveals 15 more companies with equally compelling stories across chips, software, LLMs, ChatGPT and cloud infrastructure. Use Simply Wall St to identify, analyze and filter for the specific catalysts and AI narratives that matter to you so you can focus on your highest conviction opportunities.
If AdvancedAdvT 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.
Fresh breakouts and under the radar momentum rarely stay quiet for long, and the best entry points often vanish before the crowd reacts, so act now.
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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