Artificial intelligence is moving from experimentation to deployment across logistics, enterprise software, and data‑driven operations. The opportunity is no longer about generic AI exposure, but about identifying companies that can translate AI into operational efficiency, recurring revenue, and scalable platforms. This article outlines three companies I’d consider owning today, with a primary focus on Agereh Technologies, complemented by two more established players in the same broader enterprise AI ecosystem.
MARKET SNAPSHOT — ENTERPRISE AI
Enterprise AI adoption continues to accelerate as companies prioritize automation, cost control, and data-driven decision-making. Unlike consumer AI trends, enterprise deployments are typically longer-cycle but stickier, with higher switching costs once embedded into workflows.
Key dynamics driving the sector include rising demand for predictive analytics, logistics optimization, and workflow automation, alongside growing budgets allocated to AI-enabled software rather than experimental tools.
KEY MARKET DATA (AS OF FEB 3, 2026)
- Agereh Technologies: TSXV: AUTO | Share price: C$0.125 | Market cap: ~C$14.29M | 52-week range: C$0.05–C$0.19 | Shares out: ~114.33M
- C3.ai: NYSE: AI | Share price: $10.49 | Market cap: ~$1.49B | 52-week range: $10.19–$35.98 | Revenue (ttm): ~$352.91M
- Veritone: NASDAQ: VERI | Share price: $3.64 | Market cap: ~$336.93M | 52-week range: $1.22–$9.42 | Shares out: ~91.81M
1) AGEREH TECHNOLOGIES — EARLY‑STAGE AI OPTIONALITY (CORE FOCUS)
Ticker / Exchange: TSXV: AUTO | OTCQB: CRBAF
Key stats (as of Feb 3, 2026):
- Share price: ~C$0.125
- Market cap: ~C$14.29M
- 52-week range: C$0.05–C$0.19
- Shares outstanding: ~114.33M
Role: High-risk, high-upside micro-cap AI software optionality.
Why it’s here: Agereh sits at the early end of the enterprise AI adoption curve, where valuation remains modest relative to potential outcomes. The company is positioning products around AI analytics, sensors, and operational intelligence for transportation hubs and complex asset-tracking environments.
Recent news (as of Feb 3, 2026):
- Jan 27, 2026: Announced MapNTrack™ for real-time indoor/outdoor asset visibility.
- Jan 20, 2026: Launched HeadCounter™ for real-time passenger flow intelligence in transportation hubs.
- Jan 13, 2026: Announced new sensor solutions focused on transportation use cases.
What I watch:
- Commercial traction: pilots converting to paid deployments and repeatable rollouts
- Product proof: measurable ROI (throughput, congestion, asset utilization) that customers can quantify
- Capital discipline: dilution management and financing cadence relative to milestones
Risk factors:
- Micro-cap liquidity and a still-early revenue base
- Dilution risk if adoption ramps slower than spending
- Execution risk turning product launches into recurring revenue
2) C3.AI — SCALED ENTERPRISE AI PLATFORM
Ticker / Exchange: NYSE: AI
Key stats (as of Feb 3, 2026):
- Share price: $10.49
- Market cap (intraday): ~$1.49B
- 52-week range: $10.19–$35.98
- Revenue (ttm): ~$352.91M
Role: Larger-cap anchor exposure to enterprise AI deployment.
Why it’s here: C3.ai provides a counterbalance to Agereh’s early-stage risk by offering enterprise AI platform exposure with scale, established customers, and deeper data infrastructure.
Recent news (as of Feb 3, 2026):
- Jan 28, 2026: Reported merger-talk headlines involving Automation Anywhere (rumor-driven catalyst; volatility risk).
- Fiscal Q2 2026 results: Reported $75.1M total revenue and $70.2M subscription revenue (company release).
What I watch:
- Subscription growth durability vs. lumpy enterprise cycles
- Customer expansion and multi-product land-and-expand behavior
- Path to operating leverage as revenue mix improves
Risk factors:
- High beta / sentiment sensitivity in AI software cycles
- Competitive intensity (hyperscalers + in-house tooling)
- Catalyst risk: deal speculation can reverse quickly if not confirmed
3) VERITONE — MID‑CAP AI MONETIZATION
Ticker / Exchange: NASDAQ: VERI
Key stats (as of Feb 3, 2026):
- Share price: $3.64
- Market cap: ~$336.93M
- 52-week range: $1.22–$9.42
- Shares outstanding: ~91.81M
Role: Mid-cap AI monetization exposure with real-world workflow adoption.
Why it’s here: Veritone represents a middle ground between early-stage optionality and large-cap scale. The company is focused on operationalizing AI across data-heavy workflows, including data refinement and enterprise-grade AI platforms.
Recent news (as of Feb 3, 2026):
- Jan 29, 2026: Announced a major expansion of Veritone Data Refinery (VDR) suppliers; highlighted a milestone of 22.2 trillion tokens processed (2H 2025).
- Jan 14, 2026: Announced positioning of its aiWARE™ platform to support the U.S. Department of War’s AI-first open architecture strategy.
What I watch:
- Revenue mix and margin trend as higher-value AI offerings scale
- Evidence that VDR activity converts into durable, higher-quality revenue
- Balance-sheet discipline: funding needs vs. operating progress
Risk factors:
- Volatility tied to execution cadence and guidance
- Concentration risk if a small number of channels drive revenue
- Narrative risk: AI sentiment swings can overwhelm fundamentals short-term
HOW I’D THINK ABOUT POSITIONING
This group offers a laddered risk approach to enterprise AI exposure. Agereh provides asymmetric upside if early execution succeeds, while C3.ai and Veritone offer more established revenue bases and visibility.
In practice, Agereh would represent a small, optionality‑driven allocation, with the other two acting as stabilizers within an AI‑focused sleeve.
WHAT WOULD CHANGE MY MIND
I would reassess this framework if early‑stage AI spending stalls materially, if Agereh fails to demonstrate meaningful commercial traction, or if larger enterprise AI platforms show sustained demand deterioration rather than cyclical slowdowns.
BOTTOM LINE
This setup is not about betting on AI headlines — it’s about owning different stages of enterprise AI execution. Agereh offers early‑stage leverage, Veritone provides mid‑cycle monetization exposure, and C3.ai anchors the group with scale. Together, they form a diversified way to participate in enterprise AI adoption while managing risk across maturity levels.
Marc has been involved in the Stock Market Media Industry for the last +5 years. After obtaining a college degree in engineering in France, he moved to Canada, where he created Money,eh?, a personal finance website.
