3 UK AI Stocks Backed By Enterprise Software Growth

Artificial intelligence stocks sit at the crossroads of powerful themes that many investors are watching right now. Central banks are weighing inflation data, energy markets react to Middle East risks, and manufacturing and services PMIs send mixed signals on growth. Against that backdrop, companies tied to semiconductors, AI software, large language models like ChatGPT, cloud and digital transformation remain central to how businesses aim to work smarter and control costs. This article highlights the AI Stocks screener and walks through 3 stocks from that list that stand out for closer research.

Cerillion (AIM:CER)

Overview: Cerillion is a London based software company that supplies telecom operators and subscription businesses with ready made billing, charging and customer management systems, helping them run complex services like 5G, quad play bundles and smart city networks more efficiently.

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

Market Cap: £298.4m

Cerillion gives you exposure to telecoms and subscription billing software at a time when operators are looking to automate more of their networks and roll out AI enabled services. Forecast earnings growth in the mid teens, a high 22.6% return on equity and a P/E that sits below many software peers point to a business with strong profitability and a valuation that is not stretched. Recent H1 results showed a dip in revenue and profit, and there are flags around heavy use of non cash earnings, funding risk and limited board independence, so this is not a simple growth story. The real interest is how those risks balance against its AI driven product set and analyst expectations for upside.

Cerillion’s earnings power and below peer P/E hint at an underappreciated story that sits between quality and caution. Get the full picture in the 4 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 software, hardware and cloud subscriptions, while also providing cyber security, AI solutions and consulting support across the UK, Europe and other markets.

Operations: Bytes Technology Group generates all of its revenue from its IT Solutions Provider segment at £220.6m, with £211.9m coming from the United Kingdom and the remainder from Europe and the rest of the world.

Market Cap: £948.7m

Bytes Technology Group provides exposure to software, AI and cloud spending through a business that currently reports a 23.3% net margin and a 63.2% return on equity, while being priced below some peers on earnings and fair value estimates. The draw is clear. Growing demand for cloud, cyber security and AI tools, a planned customer marketplace and an expanding technical sales force sit alongside analyst forecasts for revenue to outpace the wider UK market. At the same time, slower earnings growth, pressure from lower margin public sector work, changing Microsoft incentives and high funding risk mean this is not a simple growth story and that is exactly why it may warrant closer examination.

Bytes Technology Group sits at the intersection of high margin software exposure, questions about slower earnings, and funding risk, and the real twist may be hiding in the 3 key rewards and 1 important warning sign

AdvancedAdvT (AIM:ADVT)

Overview: AdvancedAdvT is a London based software company that provides business, workforce and healthcare compliance platforms, including AI based tools, to customers across the UK, Europe, North America and other international markets.

Operations: AdvancedAdvT currently generates all of its £53.4m revenue from Internet Software & Services in the United Kingdom.

Market Cap: £231.0m

AdvancedAdvT catches the eye because some analysts forecast that earnings will grow about 32% a year, while the stock price sits below certain estimates of fair value and below the forecast value of future cash flows. The company focuses on workforce and healthcare software, including AI enabled compliance tools, which keeps it tied to areas where customers tend to prioritise spending. The trade off is clear. Revenue moved up to £53.4m in the year to February 2026, yet net income fell to £4.61m, margins weakened and a £5.6m one off loss raised questions about earnings quality and funding risk from external borrowing. That mix of growth potential and pressure on profitability is what makes AdvancedAdvT worth a closer look.

AdvancedAdvT’s earnings story appears to be accelerating, while margins and that £5.6m one off loss continue to raise questions. Get the analyst forecasts for AdvancedAdvT and see what might be masking the real opportunity.

The three AI stocks covered here are only a starting point, as the full screener has uncovered 15 more companies tied to semiconductors, software, LLMs, ChatGPT and cloud transformation that carry equally compelling stories. Unlock and analyze those opportunities with the Artificial Intelligence/ AI Stocks screener to identify the specific catalysts and narratives that fit your highest conviction ideas.

Take Control of Your Investment Journey

If AdvancedAdvT or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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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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