3 AI Stocks For Investors Looking Beyond The Big Tech Trade

Global demand for semiconductors remains in focus after South Korea’s current account hit a record high on strong chip exports, and that keeps attention on stocks tied to the ChatGPT and AI boom. Investors who ignore AI stocks risk missing one of the most talked about shifts in years. This article highlights three AI screener picks that sit at the heart of this theme.

The three stocks below are just a sample of what this AI theme can offer. The full screen surfaced 15 more companies with equally compelling narratives that are not covered here. To identify and analyze those additional opportunities for yourself, head straight into the Artificial Intelligence/ AI Stocks screener.

Cerillion (AIM:CER)

Cerillion provides billing, charging and customer management software to telecom operators and subscription businesses worldwide, with products that support everything from quad play consumer services to smart city infrastructure. Revenue is spread across Software at about £22.6 million, Services at roughly £17.8 million and a smaller Other segment of around £2 million, so investors are looking at a business that earns from both licence or SaaS software and ongoing implementation work. The company is valued at about £288.3 million, which puts it firmly in UK small cap territory.

Cerillion operates at the intersection of telecoms, subscription billing and AI driven analytics, with earnings and revenue both forecast to grow at double digit rates and return on equity already above 20%. The company is also leaning into Agentic AI across its BSS and OSS platforms, as highlighted at TM Forum's DTW Ignite 2026. This could appeal if you want real world AI adoption rather than pure research stories. However, the recent H1 results showed revenue and profit falling year on year and the balance sheet relies heavily on external borrowing, so this is not a low risk utility style stock. The P/E sits below peers, which may make Cerillion worth considering if you are weighing strong profitability and AI exposure against short term earnings pressure and funding structure.

Cerillion’s high return on equity and AI focused telecom platform could be masking a much bigger story about growth resilience versus its funding mix. Get the full picture in the 4 key rewards and 1 important major warning sign

Build your own AI billing and telecom shortlist

Cerillion and the other two AI focused stocks in this article all came from a single screen, but the real edge is in setting your own rules. Use our flexible Screener to mix filters across valuation, growth, balance sheet strength and risks, or start with any of our curated Investing Ideas.

Bytes Technology Group (LSE:BYIT)

Bytes Technology Group is a large UK based IT solutions provider that helps organisations buy and manage software, security, AI and cloud services, alongside hardware like servers and laptops. It generates essentially all of its £220.6 million revenue from this IT solutions business line, and has a market value of about £967.3 million, putting it in the mid cap bracket.

Bytes Technology Group brings together AI focused software, cybersecurity and cloud services, backed by very strong return on equity and high quality earnings. Revenue is growing, a new marketplace portal and internal platforms are due by the second half of FY 2026, and a sizeable buyback plus dividends show active capital management. However, profit margins have come under pressure, earnings guidance for 2027 points to a slower recovery, and heavier exposure to lower margin public sector work and external borrowing adds risk. For investors seeking AI and cybersecurity exposure in a value oriented software stock, this mix of strengths and pressure points may justify a closer look at Bytes.

Bytes Technology Group operates at the intersection of AI demand, cybersecurity and public sector contracts, yet the real story only becomes clear once you review the full analysis report for Bytes Technology Group

AdvancedAdvT (AIM:ADVT)

AdvancedAdvT runs a portfolio of software platforms focused on business solutions, human capital management and healthcare compliance, including AI based healthcare intelligence tools and cloud workforce management SaaS. The company generates all of its £53.4 million revenue from Internet Software and Services, with the full amount currently reported from the United Kingdom, and has a market value of about £231 million, keeping it in UK small cap territory.

AdvancedAdvT operates in the AI-focused areas of healthcare and workforce software, with earnings forecast to grow about 32% a year and revenue expected to rise faster than the wider UK market. Yet the picture is not straightforward. Net margin has fallen from 25.1% to 8.6%, a £5.6 million one off loss has affected recent results, and return on equity is a modest 3%. The stock also carries a high P/E against peers and relies fully on higher risk external borrowing. For investors who are comfortable with these funding and valuation risks, the combination of forecast earnings momentum, AI driven products and an upcoming AGM on 12 August 2026 could make AdvancedAdvT a candidate for an AI-focused watchlist.

AdvancedAdvT’s AI story centers on rapid earnings forecasts alongside a sharply lower net margin, which could be masking something bigger. See how forecast momentum, valuation pressure and funding risks all fit together in the analyst forecasts for AdvancedAdvT

Seeking Alternatives Before Momentum Flies

Fresh stock ideas can move from quiet to flying once momentum builds. Scan these themes before they get fully caught by the crowd and act now.

• Target income that keeps working while prices move by checking out the 5 dividend fortresses before yields drop and the strongest options are gone.
• Hunt for future compounders hiding in plain sight with the curated 10 high quality undiscovered gems while they are still under the radar for now.
• Position ahead of potential infrastructure breakouts by reviewing the focused 37 power grid technology and infrastructure stocks while it still feels early and competition is light.

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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