3 AI Stocks Backing Enterprise Software Growth In The UK

Simply Wall St · 1d ago

Eurozone private credit growth is picking up, which points to easier financial conditions for companies building the next wave of artificial intelligence tools and infrastructure. More available credit can help AI stocks fund chips, data centers and software that support models like ChatGPT. This article highlights 3 stocks from our AI Stocks screener that illustrate how different parts of the AI value chain are positioned today.

These AI stocks are just a starting sample, and the full screen surfaced 15 more companies with equally compelling narratives that are not covered here. To identify and analyze the highest conviction ideas across chips, cloud and software, head straight into the Artificial Intelligence/ AI Stocks screener.

Cerillion (AIM:CER)

Overview: Cerillion is a London based software company that supplies billing, charging and customer management systems to telecom operators and subscription businesses worldwide, with a clear AI angle through its Business Insights analytics platform and AI capable Enterprise Product Catalogue and CRM tools. These products use machine learning to turn customer and usage data into practical decisions on pricing, offers and retention, which ties Cerillion directly into the AI and ChatGPT driven shift toward automated, data led services.

Operations: Cerillion generates the bulk of its revenue from Software at £22.6 million, followed by Services at £17.8 million and Other income at £2 million.

Market Cap: £284 million

Cerillion provides exposure to AI where it is applied directly in billing and customer systems that telecom and subscription businesses already rely on. The Business Insights platform and AI enabled catalog and CRM tools are designed to help these clients work on churn prediction, pricing and upsell decisions using their own data. Recent H1 2026 results showed revenue and earnings under pressure, so the AI story involves risks and cash flow quality is an area to monitor. At the same time, a Return on Equity of 22.6% and an increased interim dividend indicate a business that is currently returning cash to shareholders while investing in AI projects such as the Agentic AI showcases planned for TM Forum’s DTW Ignite 2026.

Cerillion’s high Return on Equity and AI heavy product stack may be masking a much bigger story about cash generation and contract quality. Get the full picture in the Cerillion financial health report

AIM:CER Earnings & Revenue History as at Aug 2026
AIM:CER Earnings & Revenue History as at Aug 2026

Bytes Technology Group (LSE:BYIT)

Overview: Bytes Technology Group is a UK based IT solutions provider that helps organisations run and secure their technology through software, security, AI and cloud services. Its closest tie to the AI and ChatGPT theme is its work on AI enabled cloud migrations, managed public cloud platforms and enterprise software licensing, which puts the company inside many of the projects that roll out large language models and other AI workloads.

Operations: Bytes Technology Group generates all of its £220.6 million in revenue from its IT Solutions Provider segment, with the vast majority coming from customers in the United Kingdom.

Market Cap: £989.2 million

Investors looking at enterprise AI adoption may wish to consider how Bytes Technology Group sits between cloud platforms, Microsoft Copilot style tools and customers that need to run LLMs at scale. The company combines AI focused services such as cloud migrations and software asset management for AI licences with reported net profit margins of 23.3% and a Return on Equity of 63.2%, which indicates its model has been efficient so far. At the same time, reliance on major vendors such as Microsoft, an unstable dividend record and funding that comes entirely from higher risk external borrowing mean execution and balance sheet discipline are important factors. The recent dividend approval and leadership changes through to September 2026 create additional developments for investors to monitor.

Bytes Technology Group’s high margins and intense reliance on major vendors could be masking a much richer story. Get the context, the pressure points and the upside in the analysis report for Bytes Technology Group

LSE:BYIT Revenue & Expenses Breakdown as at Aug 2026
LSE:BYIT Revenue & Expenses Breakdown as at Aug 2026

AdvancedAdvT (AIM:ADVT)

Overview: AdvancedAdvT is a London based software company that focuses on healthcare intelligence and automation, using AI based compliance and accreditation tools plus cloud workforce management SaaS to analyze clinical and regulatory data and streamline hospital and care provider workflows, alongside broader business and financial management platforms.

Operations: AdvancedAdvT generates £53.4 million in revenue from Internet Software & Services, all from customers in the United Kingdom.

Market Cap: £234.3 million

AdvancedAdvT may appeal to investors seeking more targeted exposure to AI in healthcare rather than broader software. Its AI based compliance, accreditation and workforce management tools integrate directly into hospitals and care providers. This structure can make even modest revenue changes meaningful as recurring software contracts accumulate. Recent results show revenue at £53.4 million and net income at £4.61 million, indicating that profitability is currently under pressure, particularly after a significant one off loss and a P/E multiple that implies a relatively high price for expected growth. A key consideration is whether these AI driven products can help address recent margin compression and support a more efficient, higher quality earnings profile in line with current market expectations.

AdvancedAdvT’s AI healthcare tools could be quietly resetting its earnings story, yet the recent one off loss and current P/E raise bigger questions. Get the full context in the full narrative for AdvancedAdvT

AIM:ADVT P/E Ratio as at Aug 2026
AIM:ADVT P/E Ratio as at Aug 2026

Seeking Fresh Alternatives Before Others Do

Markets move fast and the next breakout ideas often gain momentum quietly. Before these stories are flying across headlines and prices get caught up, review these fresh picks and consider them before conditions change.

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.