3 AI Stocks For Enterprise Software Growth Investors

Simply Wall St · 1d ago

Japan’s manufacturing and services activity are both expanding, and data center related demand is part of that story. This kind of broad activity keeps pressure on companies racing to supply chips, cloud capacity, and software that power tools like ChatGPT. For investors, AI stocks can feel crowded, yet carefully filtered ideas still matter. This article highlights three stocks from the AI Stocks screener worth a closer look.

The stocks below are only a small sample from this AI theme, and the full screen surfaced 15 more companies with equally compelling stories around chips, cloud and software that are not covered here. If you want to quickly size up the broader opportunity set, analyze and compare potential winners through the Artificial Intelligence/ AI Stocks screener.

Cerillion (AIM:CER)

Overview: Cerillion is a London based software company that supplies billing, charging and customer relationship management systems to telecom and subscription businesses. Its AI powered tools, such as its Business Insights analytics platform and Enterprise Product Catalogue, help customers manage products and understand behaviour more intelligently.

Operations: Cerillion generates most of its revenue from Software at £22.6 million and Services at £17.8 million, with a small £2 million contribution from Other activities.

Market Cap: £281 million

Cerillion provides exposure to the AI shift inside telecom and subscription billing, where its Business Insights AI analytics and Enterprise Product Catalogue are already woven into day to day decision making rather than sitting as experimental side projects. The company pairs these AI offerings with a broader BSS/OSS suite, profitability metrics described as healthy, and participation in industry events like DTW Ignite 2026 that showcase Agentic AI use cases. At the same time, recent half year results showed revenue and earnings pressure, and there are questions around non cash earnings and reliance on external borrowing. For investors, that mix of AI related potential and execution risk is a key factor when assessing Cerillion.

Cerillion’s AI billing story looks compelling, yet the real question is how the balance sheet and funding picture tie into that potential. Get the full context in the Cerillion financial health report.

CER Discounted Cash Flow as at Aug 2026
CER Discounted Cash Flow as at Aug 2026

Build your own AI billing and software shortlist

Cerillion and the other two AI stocks in this article all came from a single screen, but the real edge is in creating filters that fit your own process. Use our flexible Screener to blend factors like valuation, growth, balance sheet strength and risks, or jump straight into our curated Investing Ideas.

Bytes Technology Group (LSE:BYIT)

Overview: Bytes Technology Group is a UK based IT reseller and services company that supplies software, devices, security and cloud solutions, with a key role in helping customers license and run AI enabled tools, manage public cloud infrastructure and support LLM driven workloads. While AI and cloud services are important to the story, they sit within a broader mix of software licensing, hardware and IT services.

Operations: Bytes Technology Group generates £220.6 million of revenue from its IT Solutions Provider segment, with most sales coming from the United Kingdom and smaller contributions from Europe and the rest of the world.

Market Cap: £958.5 million

Investors looking at AI infrastructure can focus on how Bytes Technology Group connects enterprise customers to cloud based AI tools, security and software, while still operating as a diversified IT solutions provider. The company combines this AI and cloud exposure with efficiency metrics such as high forecast Return on Equity and a revenue growth outlook that is ahead of the wider UK market, although recent profit margins have come under some pressure. At the same time, an unstable dividend record, reliance on external borrowing and changes to Microsoft incentive programs create execution risk. That mix of AI themed growth potential, valuation appeal against peers and practical funding and governance questions is central to the current investment narrative around Bytes.

Bytes Technology Group’s AI and cloud exposure could be masking a much bigger story around funding, incentives and payout resilience. See how those pieces fit together in the 3 key rewards and 1 important warning sign

BYIT Discounted Cash Flow as at Aug 2026
BYIT Discounted Cash Flow as at Aug 2026

AdvancedAdvT (AIM:ADVT)

Overview: AdvancedAdvT is a London based software company that provides business and human capital management platforms, with a key focus on AI based healthcare intelligence compliance and accreditation tools that use machine learning and intelligent process automation to assess clinical and regulatory data. Alongside this, it offers low code digital platforms and cloud based workforce management SaaS that also lean on AI driven automation and analytics.

Operations: AdvancedAdvT generates all of its £53.4 million of revenue from Internet Software & Services, with the entire amount reported from the United Kingdom.

Market Cap: £231 million

AdvancedAdvT gives you direct exposure to AI in healthcare workflows, where its AI based compliance and accreditation software, together with cloud workforce tools, aims to help hospitals and clinics handle complex data and regulation more efficiently. Earnings are forecast to grow strongly. However, the latest full year results to February 2026 show the trade off, with revenue at £53.4 million and net income of £4.61 million, which is lower than the prior year as one off costs and AI scaling spend bite into margins. A premium P/E, a recent drop in profit margin from 25.1% to 8.6% and heavy use of external borrowing mean you need to weigh the AI growth story against funding risk and the path back to more consistent profitability.

AdvancedAdvT’s AI healthcare push looks like it is accelerating, while headline margins send mixed signals, which makes the real story inside the analyst forecasts for AdvancedAdvT even more revealing than the recent profit drop suggests

AIM:ADVT Earnings & Revenue Growth as at Aug 2026
AIM:ADVT Earnings & Revenue Growth as at Aug 2026

Seeking Alternatives Before The Crowd

Fresh stock ideas can move from quiet build up to breakout momentum before many investors even notice. Screens age quickly, and edges shrink fast. Consider acting early to establish a position before heightened interest develops.

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  • Identify potential operators involved in grids, charging networks and electrification by assessing the hand picked 39 power grid technology and infrastructure stocks before additional capital flows into energy-related themes.

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.