3 British AI Stocks To Own In September 2026

OpenAI’s decision in October 2026 to scrap the launch of its new GPT-6.1 Astra model on safety grounds has put a spotlight on the backbone of artificial intelligence rather than the flashy apps. When models stall, the real demand often shifts to the chips, software and cloud tools that make safer AI possible. This article highlights three undervalued UK artificial intelligence stocks from our screener that sit directly in that area of the market.

The stocks covered below are only a sample of what the undervalued AI screen turned up, and the full results include 2 more UK companies directly plugged into the ChatGPT and enterprise AI build out that are not discussed in this article.

If you want to identify and analyze those extra opportunities alongside the ideas in this piece, head straight to the Undervalued Artificial Intelligence/ AI Stocks screener.

Shearwater Group (AIM:SWG)

Shearwater Group is a small London based cybersecurity group with a market value of about £14.2 million. It offers software and services that help corporates and government clients secure access, data and networks, with its AI powered Mind Security service providing a direct link to the ChatGPT era.

Most of Shearwater Group’s top line comes from Services at about £33.1 million, with the Software division contributing roughly £1.8 million.

For investors focused on AI infrastructure rather than headline grabbing chatbots, Shearwater Group offers a pure security angle where AI is already embedded into a live service and plugged into real world corporate and government workflows.

"Rising cybercrime, wider use of AI by attackers and tighter data regulation are prompting corporates and government departments to allocate more budget to cybersecurity."

What happens to earnings will depend heavily on how one unseen pressure within this AI driven security push resolves over the next few years.

That hidden pressure is exactly what the full narrative for Shearwater Group unpacks. It shows where AI security demand could accelerate for Shearwater Group and where risks might quietly cap it.

Bytes Technology Group (LSE:BYIT)

Bytes Technology Group plugs into the AI theme as a reseller and adviser, helping organisations adopt AI enabled cloud and software tools alongside broader IT, security and hardware needs. This gives it a different angle to pure model builders.

Bytes Technology Group runs a single IT solutions provider operation that generated about £220.6 million of revenue, largely in the United Kingdom, and carries a market value of roughly £1.0b.

"The expansion of their cloud base in public and corporate sectors and strategic focus on AI-powered software products suggests potential for significant revenue growth as demand for these technologies increases."

What happens to earnings quality will depend heavily on how one quiet shift in its customer mix and incentive structure plays out.

That shift is exactly what the full narrative for Bytes Technology Group unpacks, highlighting where Bytes Technology Group’s reseller model could be quietly decoupling earnings power from short term licence cycles.

Satsuma Technology (LSE:SATS)

Satsuma Technology is a London based AI software developer focused on AI agents and subnet infrastructure that support specialized LLM based agents on blockchain subnets. Reported revenue is about £0.1 million from holding and managing digital assets, with a market value near £23.4 million.

Satsuma Technology plugs directly into the ChatGPT and LLM build out through its AI agent and subnet platform. However, it still reports only around £0.1 million of revenue and remains loss making. This puts the current £23.4 million valuation and future subnet adoption under the spotlight, depending on how one unresolved funding constraint plays out.

That funding question is exactly what the analysis report for Satsuma Technology unpacks, showing where Satsuma Technology’s AI agent vision could accelerate or stall before capital runs thin

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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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