--- title: "3 AI Stocks Tied To ChatGPT And Enterprise Software Growth" type: "News" locale: "en" url: "https://longbridge.com/en/news/291022384.md" description: "The article highlights three AI stocks linked to ChatGPT and enterprise software: Docebo (TSX:DCBO), a cloud learning platform with AI tools but high debt; Kinaxis (TSX:KXS), an AI supply chain leader with strong profitability and double-digit revenue guidance; and Quantum eMotion (TSXV:QNC), a cybersecurity firm focusing on quantum encryption for AI infrastructure, despite small revenue and losses. Investors are weighing these opportunities against broader macroeconomic factors like inflation and central bank policies." datetime: "2026-06-27T04:01:58.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291022384.md) - [en](https://longbridge.com/en/news/291022384.md) - [zh-HK](https://longbridge.com/zh-HK/news/291022384.md) generator: "portal-rs" --- # 3 AI Stocks Tied To ChatGPT And Enterprise Software Growth Artificial intelligence is moving from buzzword to real-world infrastructure, touching everything from chips and cloud to software and large language models like ChatGPT. At the same time, investors are weighing shifting inflation expectations, central bank moves, energy driven price pressures and mixed growth signals across major economies. That combination is leading many to look for AI stocks that are closely tied to this transformation rather than broad tech exposure. This article highlights 3 of the best candidates from our Artificial Intelligence/ AI Stocks screener to help you focus on companies directly linked to the ChatGPT and AI build out. ## Docebo (TSX:DCBO) **Overview:** Docebo is a Toronto based software company that provides a cloud learning platform used by organizations to deliver, manage, and analyze employee, customer, and partner training, with a growing focus on AI powered search and content creation tools. Its products plug into systems like Salesforce and Microsoft Teams so training sits inside day to day workflows rather than in a separate portal. **Operations:** Docebo generates about $251.0 million in revenue primarily from educational software, with around $169.4 million from the United States, $68.1 million from the rest of the world, and $13.5 million from Canada. **Market Cap:** CA$606.2 million Investors looking at AI infrastructure beyond chips may find Docebo interesting because its platform sits where AI meets everyday corporate training and skills development. The company is rolling out AI tools like Harmony Search and AI Tutor, and recent product launches expanded into a broader learning, knowledge, and skills ecosystem that connects with services such as ChatGPT and Microsoft Copilot. At the same time, Docebo carries high debt with liabilities exceeding assets, has recently reported a quarterly loss, and faces questions around how well new AI features will translate into paid adoption. In addition, analyst expectations for continued earnings growth alongside a valuation that screens as discounted means there is more to consider regarding Docebo’s balance of AI related potential and financial risk. Docebo’s AI tools sit at the heart of corporate learning, but the real story is how that promise compares with its high liabilities and recent loss. Uncover the full risk reward picture in the 4 key rewards and 4 important warning signs (1 is major!). TSX:DCBO Earnings & Revenue Growth as at Jun 2026 ## Kinaxis (TSX:KXS) **Overview:** Kinaxis is an Ottawa based software company that provides cloud subscription tools to help global enterprises plan, monitor, and adjust their supply chains in real time using its AI focused Maestro platform. Its software is used across industries such as aerospace, automotive, pharmaceuticals, and consumer products to manage demand, inventory, orders, transportation, and other complex supply chain workflows. **Operations:** Kinaxis generates about $580.8 million in revenue from supply chain management software and solutions, with around $325.8 million from the United States, $190.5 million from Europe, $58.0 million from Asia, and $6.6 million from Canada. **Market Cap:** CA$4.1b Kinaxis is attracting attention because its Maestro platform sits at the intersection of AI and mission critical supply chains. Recent partnerships and customer wins such as ScottsMiracle-Gro, Tesa SE and key pharma and automotive groups point to real world adoption. The company reports double digit revenue guidance, a net margin of 14.5% and high return on equity of 21.5%. Independent governance and experienced leadership aim to keep execution disciplined. At the same time, Kinaxis faces competition from large ERP vendors, regulatory and data privacy pressures, and reliance on external funding rather than customer deposits, which adds financial risk. How those strengths and pressures interact with analysts’ growth expectations is where the investment debate on Kinaxis really starts. Kinaxis appears to be an AI supply chain leader hiding in plain sight, supported by Maestro, double digit revenue guidance and strong profitability metrics. Get the full story in the analysis report for Kinaxis TSX:KXS Earnings & Revenue Growth as at Jun 2026 ## Quantum eMotion (TSXV:QNC) **Overview:** Quantum eMotion is a Montreal based cybersecurity company that develops quantum random number generators and quantum safe encryption tools to protect data, AI workloads, cloud infrastructure, and digital assets. Its hardware and software products are built to secure sectors such as blockchain, energy storage, healthcare, finance, and government against current and future cyber threats. **Market Cap:** CA$976.2 million Quantum eMotion sits at the intersection of quantum security, AI infrastructure, and critical energy systems. This position is a key reason it is drawing attention despite its very small revenue base and continuing losses. Partnerships with Vertical Data, Aegis Critical Energy Defence, SEETEL New Energy and JMEM TEK show its quantum entropy and eShield-Q tools being pulled into real projects across AI data centers, battery storage and secure chips, even as revenue remains under CA$1 million and losses are widening. Forecasts indicate very fast revenue growth, but earnings are expected to stay negative, and the P/B multiple is high relative to peers, which raises valuation and funding questions. For investors, the main consideration is whether these early commercial deployments can eventually justify that risk profile. Quantum eMotion operates at the intersection of quantum security, AI data centers and critical energy projects, yet its very small revenue base and widening losses raise significant questions about timing. Get the missing context in the analysis report for Quantum eMotion TSXV:QNC Earnings & Revenue Growth as at Jun 2026 The three AI stocks in this article are just a starting point. Our full Artificial Intelligence/AI Stocks screener uncovers 29 more companies with equally compelling narratives across chips, software, cloud and large language models in the Artificial Intelligence/ AI Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts that matter to you, from AI infrastructure build outs and LLM adoption to cash flows and balance sheet strength, so you can focus on the highest conviction opportunities in this theme. ## Take Control of Your Investment Journey If Docebo 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. ## Seeking Fresh Alternatives Before Others Catch On? New ideas move quickly, and the best breakout stories rarely stay under the radar for long. Before momentum takes off or drops away while it matters, consider reviewing your options. - Spot underfollowed opportunities with strong fundamentals by scanning the curated 8 high quality undiscovered gems that many investors have not yet caught on to. - Find resilient companies that aim to hold up when conditions get rough by checking the hand picked 11 resilient stocks with low risk scores before the crowd moves in. - Explore dependable income ideas that aim to keep cash coming in by reviewing our vetted 6 dividend fortresses while payouts and prices still look appealing. *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.* ### Valuation is complex, but we're here to simplify it. Discover if Kinaxis might be undervalued or overvalued with our detailed analysis, featuring **fair value estimates, potential risks, dividends, insider trades, and its financial condition.** Access Free Analysis ### Related Stocks - [QNC.US](https://longbridge.com/en/quote/QNC.US.md) - [DCBO.US](https://longbridge.com/en/quote/DCBO.US.md) - [SMG.US](https://longbridge.com/en/quote/SMG.US.md) - [CRM.US](https://longbridge.com/en/quote/CRM.US.md) ## Related News & Research - [AI Stocks With Real Revenue From Enterprise Software and Cybersecurity](https://longbridge.com/en/news/296685105.md) - [Stocks in Play: Docebo Inc.](https://longbridge.com/en/news/296629949.md) - [Consulting's race to become AI native](https://longbridge.com/en/news/296676838.md) - [Docebo Inc. Announces Substantial Issuer Bid Price Increase and Extension | DCBO Stock News](https://longbridge.com/en/news/296612706.md) - [SoftBank CISO Iida says sovereign AI push aims to keep customer data within Japan](https://longbridge.com/en/news/296442282.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**