3 AI Software Stocks For Investors Rethinking Enterprise Tech After GPT 6 Astra
The launch of OpenAI’s GPT-6 Astra has reset expectations for what enterprise AI software can handle, from code to cyber security. That shift in capability and pricing pressure is already shaping how businesses choose their AI partners, which creates fresh openings and risks for investors. This article unpacks that story and highlights 3 stocks from our Enterprise AI Software Enablers screener that appear particularly exposed to this new phase of the AI race.
The stocks below are just a starting sample from this Enterprise AI Software Enablers idea. The full screen surfaced 58 more companies with equally compelling narratives that are not covered here. If you want to go straight to the source, analyze and identify your own high conviction opportunities inside the Enterprise AI Software Enablers screener.
Deepexi Technology (SEHK:1384)
Overview: Deepexi Technology provides enterprise-level AI application platforms in China, using its FastData data intelligence tools and FastAGI large model solutions to help corporate clients build GPT-class software engineering, analytics, and decision support systems across sectors such as consumer goods, manufacturing, healthcare, and transportation.
Operations: Deepexi Technology generates all of its CN¥566.9 million in revenue from selling FastData and FastAGI solutions, with roughly CN¥560.7 million coming from customers in mainland China.
Market Cap: HK$11.9 billion
Deepexi Technology is tightly aligned with the Enterprise AI Software Enablers theme because its entire business is built around big-model platforms that plug into workflows like coding, analytics, and corporate decision support. Recent updates, including revenue of CN¥283.99 million for H1 2026 and a move into quarterly GAAP profitability in Q2, suggest its enterprise AI stack is gaining commercial traction just as OpenAI’s GPT-6 Astra pushes enterprise clients to reassess their AI partners. At the same time, investors need to weigh an expensive P/S ratio, a history of losses and governance concerns, including board turnover and concentrated funding sources. The combination of rapid AI platform adoption and still-evolving governance makes Deepexi a stock where detailed, independent research is important.
Deepexi’s fast growing AI platform story can look exciting, while that rich P/S and governance history quietly raise questions. Get the full picture in the analysis report for Deepexi Technology
Bairong AI (SEHK:6608)
Overview: Bairong AI is a Beijing based AI technology services company that builds enterprise focused Model as a Service and Business as a Service platforms for Chinese corporates, using discriminant and generative AI to handle digital onboarding, risk and finance analytics, and chatbot style customer interactions across sectors such as banking, consumer finance, insurance, and e commerce.
Market Cap: HK$2.3 billion
Bairong AI provides direct exposure to China’s push toward enterprise grade AI, with MaaS and BaaS products that plug into high value workflows such as credit risk, wealth management, and AI driven customer service as models like GPT 6 Astra reset expectations for what corporate AI agents can do. The company is investing heavily in proprietary models, high performance computing, and “silicon based employees,” which may support long term differentiation and earnings power. However, this comes with notable trade offs, including recent H1 2026 losses, higher risk funding, and sensitivity to regulatory shifts in financial services. For investors comfortable with those pressures, the mix of AI centric branding, refreshed governance, and a valuation described as good value on P/S terms is a story that some may find worth examining further.
Bairong AI’s push into proprietary models and “silicon based employees” could be masking a very different long term earnings story than the headline H1 2026 losses suggest. Before you decide how that trade off stacks up, scan the analysis report for Bairong AI.
Five9 (FIVN)
Overview: Five9 provides cloud based contact center software that uses AI agents, automation, and analytics to handle customer interactions across voice, chat, email, web, and social channels for enterprises in sectors such as banking, retail, healthcare, technology, and education.
Operations: Five9 generates about US$1.2b in revenue from internet software and services, with roughly US$1.1b coming from the United States and US$139.6 million from international customers.
Market Cap: US$2.5b
Five9 is closely tied to the Enterprise AI Software Enablers theme because its CX platform turns large language models into practical tools that shorten calls, automate routine queries, and give agents real time insights. This setup looks even more relevant as OpenAI’s GPT 6 Astra raises the bar on AI agents. Recent quarters have highlighted strong growth in AI driven bookings, index inclusions, and large multi year enterprise deals. Analysts also flag governance questions, leadership changes, and competition from larger software vendors as real threats. If you are looking for a business that already sells enterprise grade AI into mission critical customer service workflows, and you also want to understand how sustainable that edge is, Five9 is worth a closer look.
Five9’s accelerating AI bookings and big multi year deals hint at a story that many investors may be underestimating. Get a clearer read on how that growth profile stacks up against expectations in the analyst forecasts for Five9
Seeking Alternatives Before The Crowd
Fresh stock ideas can move from quiet buildup to breakout momentum faster than most investors expect. Filter what is flying under the radar for now and get in early.
- Spot income engines that aim to keep paying even when headlines change by scanning the 411 dividend fortresses while it still feels under the radar for now.
- Ride the structural shift toward AI infrastructure by tracking companies in the 55 AI infrastructure stocks before pricing fully reflects their momentum and potential demand.
- Target companies where strong balance sheets meet disciplined growth using the curated list of solid balance sheet and fundamentals (438 results) before others get caught chasing the same ideas.
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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