3 AI Stocks Tied To The ChatGPT Buildout Investors Should Watch

Artificial intelligence is at the heart of many conversations in 2026, from cloud data centers and semiconductors to large language models like ChatGPT. At the same time, growth and inflation signals are mixed, central banks remain cautious and energy prices react to ongoing geopolitical risk. In this kind of cross current, many investors look at AI stocks as a way to focus on a long term technology shift rather than short term macro noise. This article highlights 3 stocks from our Artificial Intelligence and AI Stocks screener that are directly tied to the ChatGPT and AI buildout.

Docebo (TSX:DCBO)

Overview: Docebo is a Toronto based software company that provides a cloud learning platform used by businesses to design, deliver, and track employee, customer, and partner training, with AI tools like Harmony Search to personalize and automate learning. Its suite spans content creation, analytics, integrations, and mobile apps so training can sit directly inside tools such as Salesforce and Microsoft Teams.

Operations: Docebo generates about US$251.0 million in revenue almost entirely from educational software, with roughly US$169.4 million from the United States, US$68.1 million from the rest of the world, and US$13.5 million from Canada.

Market Cap: CA$767.9 million

Investors looking at AI linked software may consider Docebo because it operates at the intersection of corporate training, automation, and cloud delivery. Its AI features like Harmony are designed to make learning more personalized and efficient, while recent wins in government and large enterprise accounts expand the potential customer base. At the same time, high leverage, negative shareholders’ equity, and a recent net loss of US$1.62 million in Q1 2026 highlight that execution and balance sheet discipline are important factors. The sizeable buyback funded largely with debt and the company’s history of strong earnings growth present key points for investors evaluating risk, reward, and how they view the value of the AI narrative.

Docebo’s AI story sits between ambition and pressure. Before you decide how that balance looks, unpack the 4 key rewards and 3 important warning signs (1 is major!) that could show whether the debt funded buyback is a clever accelerant or a hidden drag.

Kinaxis (TSX:KXS)

Overview: Kinaxis is an Ottawa based software company that provides cloud based, AI infused tools to help manufacturers and other large enterprises plan and run their supply chains, from forecasting demand and managing inventory to scheduling production and coordinating logistics across regions.

Operations: Kinaxis generates about US$580.8 million in revenue from supply chain management software and solutions, with around US$325.8 million from the United States, US$190.5 million from Europe, US$58.0 million from Asia, and US$6.6 million from Canada.

Market Cap: CA$4.7 billion

Kinaxis puts AI at the center of real world supply chain decisions. Its Maestro platform and new Forward Deployed Engineering model are attracting attention from manufacturers looking to stress test tariffs, nearshoring, and sourcing scenarios without replacing human planners. The company combines this with reported fundamentals such as a 14.5% net margin, high quality earnings, and a 21.5% ROE, while still being viewed as relatively expensive on a P/E basis and fully exposed to higher risk external borrowing. With new leadership in finance and marketing and analyst targets above the current share price, investors may focus on how sustainable Kinaxis’ growth, margins, and AI edge can be as competition and regulation tighten.

Kinaxis looks like an AI supply chain engine priced for perfection yet still framed as expensive on P/E. Before you decide that story is complete, read the analyst forecasts for Kinaxis that hints at where expectations could be off just enough to matter.

Quantum eMotion (TSXV:QNC)

Overview: Quantum eMotion is a Montreal based cybersecurity company that builds quantum driven encryption hardware and software to protect sensitive data in sectors such as AI data centers, energy storage, healthcare, finance, and defense. Its products supply quantum grade randomness and runtime cryptographic protection that aim to secure everything from internet of things devices and medical equipment to blockchain and military systems.

Market Cap: CA$596.7 million

Quantum eMotion sits at the intersection of AI, cybersecurity, and quantum tech, with partnerships that plug its quantum random number generators and eShield-Q platform into AI infrastructure, battery energy storage, and secure chips. Forecast revenue growth is described as very high compared with the broader Canadian market, yet the company is still small in sales terms and remains unprofitable, with earnings forecast to decline and funding coming entirely from higher risk external borrowing. The P/B multiple is high relative to peers and recent insider selling raises questions about how investors are pricing the story today. For investors who can handle volatility and execution risk, a key consideration is whether these early deployments and alliances can turn a small quantum security specialist into a meaningful part of the AI and energy security stack.

Quantum eMotion is being priced like a future cornerstone of AI security while still small and unprofitable. To see how that story could stretch or snap, pull up the 1 key reward and 5 important warning signs (2 are major!)

The three stocks in this article are only a starting point, and the full Artificial Intelligence/ AI Stocks screener on Simply Wall St surfaces 30 more companies with stories tied directly to chips, cloud, LLMs, and the broader ChatGPT buildout through the Artificial Intelligence/ AI Stocks screener. Use it to identify and analyze the specific catalysts and narratives that matter to you so you can focus on the AI opportunities that best fit your own highest conviction ideas.

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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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