Cerillion Stock And Two UK Software Shares Tied To AI Growth

The AI Stocks screener focuses on companies at the heart of the ChatGPT and artificial intelligence build out, from semiconductors and chips to cloud platforms and software. With investors weighing mixed inflation signals, shifting rate expectations and uneven growth across regions, clear themes can help you cut through the noise and focus on businesses directly linked to real technology adoption. This screener filters for stocks that are closely tied to the tools, infrastructure and services behind large language models. In the sections that follow, you will see 3 notable stocks from this AI Stocks universe.

Cerillion (AIM:CER)

Overview: Cerillion is a London based software company that supplies billing, charging and customer relationship management systems to telecom operators and subscription businesses worldwide, helping them manage complex services, pricing and customer interactions across fixed, mobile, broadband and digital channels.

Operations: Cerillion generates most of its revenue from Software at £22.6m, followed by Services at £17.8m and Other income of £2.0m.

Market Cap: £307.2m

Cerillion sits at the intersection of AI, telecoms and subscription software, with products like its Enterprise Product Catalogue and Business Insights incorporating AI into the way operators design offers and analyse data. The company reports forecast earnings and revenue growth in the mid teens, high profit margins near 32% and strong return on equity around the low to mid 20% range, alongside a slightly higher P/E than peers and support from fair value estimates and analyst targets. However, investors also need to consider the recent dip in sales and earnings, reliance on external borrowing and questions about earnings quality, which makes a deeper look essential before deciding how Cerillion fits into an AI focused portfolio.

Cerillion combines forecast mid teens growth, high margins and strong returns, but there are questions around recent sales trends, borrowing and earnings quality. Get the full picture with the 3 key rewards and 1 important major warning sign

Bytes Technology Group (LSE:BYIT)

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, as well as the hardware such as servers and laptops that these run on. It also supports customers with training, consulting and ongoing software asset management so they can control costs and stay compliant.

Operations: Bytes Technology Group generates essentially all of its £220.6m revenue from its IT Solutions Provider segment, with most sales coming from the United Kingdom and a small contribution from Europe and the rest of the world.

Market Cap: £940.0m

Bytes Technology Group sits in the middle of the shift to cloud, cybersecurity and AI powered software, with a 23.3% net margin, return on equity near 63.2% and revenue that has continued to grow even as earnings and margins have eased. The business is investing in a customer marketplace, new systems and extra sales and technical staff, while buybacks and regular dividends indicate management confidence. On the other side, a flat 2027 profit outlook, pressure from lower margin public contracts, reliance on external borrowing and recent analyst downgrades suggest the recovery path may be slower than some expect, which is one reason a closer look at Bytes now could be important.

Bytes Technology Group sits between high margin software and lower margin public contracts, which can mask the real story. See how the analysis report for Bytes Technology Group reveals where the pressure and potential really sit.

AdvancedAdvT (AIM:ADVT)

Overview: AdvancedAdvT provides software platforms that help organisations run critical functions, from healthcare compliance and intelligence to finance, HR, workforce management and low code process automation, with a strong focus on cloud based and AI powered tools.

Operations: AdvancedAdvT generates its £53.4m in revenue entirely from Internet Software and Services, all of which currently comes from customers in the United Kingdom.

Market Cap: £224.4m

AdvancedAdvT sits at the intersection of AI, healthcare and business software, with forecast earnings growth of around 32% per year and shares trading below one estimate of fair value even though the P/E multiple is high. Profit margins have slipped from 25.1% to 8.6% and a £5.6m one off loss, low 3% ROE and reliance on external borrowing highlight real risk. Yet revenue of £53.4m and a history of very strong longer term earnings growth suggest the core business still has traction. With an AGM scheduled for 12 August 2026, this could be a useful moment to assess whether the recent setback is a bump in the road or a more lasting issue for AdvancedAdvT.

AdvancedAdvT’s earnings growth story and recent setback seem to be pulling in opposite directions, and the gap between them is what matters. Pressure test that tension with the analyst forecasts for AdvancedAdvT

The three AI stocks covered here are only a starting point, with the full Artificial Intelligence/ AI Stocks screener uncovering 16 more companies that pair real AI adoption with equally compelling business narratives in semiconductors, cloud and software. Identify the highest conviction setups by using Simply Wall St to filter the Artificial Intelligence/ AI Stocks screener for the specific catalysts, business models and risk profiles that fit your own AI thesis.

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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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