3 Enterprise Software Stocks Riding The AI Productivity Shift

AI is starting to look less like a buzzword and more like a productivity filter that separates average tools from essential ones, especially as experienced professionals pull ahead with the help of machine support. That gap creates both opportunity and risk for investors who care about where enterprise budgets actually go. This article unpacks that story and examines three stocks exposed to this AI productivity shift.

The three stocks below are just a starting sample, and the full screen surfaced 56 more companies with equally interesting AI productivity angles that are not covered here.

If you want to identify potential high-conviction ideas around AI infrastructure and enterprise software, head straight into the AI Productivity Infrastructure and Enterprise Software screener.

Deepexi Technology (SEHK:1384)

Deepexi Technology builds enterprise AI infrastructure through its FastData data platform and FastAGI large model solutions, embedding big-model tools into workflows across consumer goods, manufacturing, healthcare, and transport. It generated about CN¥567 million from these offerings and carries a roughly HK$6.8 billion market value.

Deepexi Technology fits within the AI productivity theme, selling large model software that plugs directly into how experienced professionals work. This positions the stock as a focused enterprise AI workflow play, with the appeal resting on what happens when one unseen pressure around funding and profitability finally bites or eases.

When that pressure finally hits, start with the 2 key rewards and 1 important warning sign to see how Deepexi Technology’s upside and weak spots line up before capital moves.

Sprout Social (SPT)

Sprout Social leans into the AI productivity theme by giving marketing and communications teams a single cloud hub to manage social data, workflows, and customer interactions. It generated about US$482 million from internet software and services and carries a roughly US$667 million market value.

For investors following the AI Productivity Infrastructure and Enterprise Software screen, Sprout Social sits where AI tooling meets day to day marketing work, turning social data, workflows, and customer conversations into something teams can actually act on.

"Although Sprout Social is positioned to benefit from increased digital transformation and the shift toward social platforms as the primary interface for brand discovery and customer engagement, the company faces the persistent risk that rising regulatory scrutiny and tightening data privacy laws could limit its ability to deliver actionable insights, ultimately constraining growth in its addressable market and potentially impacting subscription revenue."

The real swing factor is whether one quiet shift in how its largest customers use AI around social data pulls revenue growth and margins together or pries them apart.

That tipping point is exactly where Sprout Social could surprise, so read the full narrative for Sprout Social to see how AI use, pricing power, and customer mix might be shifting.

Asseco South Eastern Europe (WSE:ASE)

Asseco South Eastern Europe plugs directly into the AI Productivity Infrastructure and Enterprise Software theme by wiring banks, merchants, and public institutions into software, payments, and outsourcing tools. It generated about PLN381 million from Banking Solutions, PLN890 million from Payment Solutions, and PLN609 million from Dedicated Solutions, and carries roughly PLN3.8 billion in market value.

Asseco South Eastern Europe provides exposure to AI enabled enterprise software at the point where clients run their workflows, from core banking systems to payment rails and public sector platforms.

"Growth in banking software demand in Serbia, Croatia, Romania and other markets, together with a higher share of own activities and services in banking, is supporting a higher contribution from core solutions, multichannel and security, which directly benefits revenue and operating profit."

The key question is whether shifts in how clients price and contract these software and payment platforms will widen margins or limit potential upside.

Pricing power and contract mix are only part of the story. The full narrative for Asseco South Eastern Europe shows how Asseco South Eastern Europe’s AI angle could accelerate or stall margins.

Seeking Fresh Alternatives Before They Fly

Markets move fast and the best breakout stories rarely stay under the radar for long. Scan curated ideas with real momentum before the crowd catches up and consider acting sooner rather than later.

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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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