OpenAI’s internal upheaval and delayed IPO have put a spotlight on who actually supplies the LLM infrastructure and governance tools that enterprises rely on. That shift in attention can create mispricing, as investors focus on headlines around OpenAI instead of the listed companies exposed to the same AI governance and safety themes. This article walks through three stocks from our screener that appear positioned on the positive side of that story.

The stocks covered below are just a starting sample, and the full screen surfaced 25 more companies with equally compelling AI governance narratives that are not included in this article. To explore this opportunity further, identify your own shortlist and analyze each company’s fit with enterprise LLM projects directly in the Publicly Listed Enterprise LLM and AI Governance Platforms screener.

Loihde Oyj (HLSE:LOIHDE)

Overview: Loihde Oyj is a Finnish technology group that helps enterprises build and run AI enabled digital services, while also securing their data, networks and physical premises. The company combines AI and data platforms, software development consulting, cloud and connectivity services, and a wide range of cybersecurity and physical security solutions for customers in Finland and abroad.

Operations: Loihde Oyj generates most of its revenue from Security Solutions at about €82 million, alongside roughly €31 million from Cyber, Cloud & Connect and €29 million from Data, Digital & AI, with a small amount from other items.

Market Cap: €72 million

Loihde Oyj sits at the intersection of AI adoption and security, which is drawing fresh attention as OpenAI’s governance issues prompt enterprises to think harder about controlled, compliant LLM deployments. The company now reports a profit and has high quality earnings. However, its P/E is below Finnish and European software peers, and the stock trades at a discount to a DCF estimate of fair value. Forecast earnings growth above 20% per year is described as a potential indicator of how AI governance, cyber security and physical security could work together as growth drivers. There are also notable risks, including an 8.03% dividend that is not well covered by earnings and a balance sheet funded through higher risk borrowing. That combination of early traction and unresolved funding pressure makes Loihde a company that some investors may wish to examine more closely.

Loihde’s profit turnaround and low P/E suggest that the current price may not fully reflect its AI security story. See how the valuation compares in the DCF valuation analysis for Loihde Oyj

Build your own AI governance shortlist

Loihde Oyj and the other two stocks here all came from the same Simply Wall St screen, but your best ideas will come from filters tuned to your own plan. Use our customisable Screener to mix valuation, growth, risk and dividend metrics into a watchlist that fits you, or tap into our curated Investing Ideas for ready made starting points.

Corero Network Security (AIM:CNS)

Overview: Corero Network Security provides distributed denial of service, or DDoS, protection and related security services that keep internet, cloud and SaaS traffic running during attacks, with its SmartWall One and cloud based CORE platform used by service providers and enterprises worldwide.

Operations: Corero Network Security generates about $25 million in revenue, primarily from its core DDoS security offerings, with roughly $18 million from customers in the United States and the rest split between the United Kingdom and other markets.

Market Cap: £38.9 million

Corero Network Security sits in a useful spot for investors tracking enterprise LLM governance because its DDoS tools and CORE observability platform help keep AI intensive data centers and latency sensitive models online and monitored at the network edge. Recent partnerships with TierPoint, Commercis and ITcare show how the company is tying into data center expansion and telecom traffic, while also testing new regions such as the Middle East and Latin America. The company is still loss making and relies heavily on DDoS related sales, so execution on product expansion and new markets is important. If you are looking for a smaller AI security stock with real contracts and some clear risks to weigh, Corero is worth a closer look.

Corero Network Security sits at the intersection of AI traffic and live cyber threats, yet its story often gets reduced to DDoS headlines. Step through the full picture in the analysis report for Corero Network Security.

Veritone (VERI)

Overview: Veritone is an AI computing company headquartered in Irvine, California that provides the aiWARE operating system and related software and services to help commercial and public sector customers turn unstructured audio, video and text into searchable, governed data and automated workflows across media, government, legal, energy and public safety use cases.

Market Cap: $150 million

Veritone sits in the sweet spot of the OpenAI story because its aiWARE platform focuses on orchestrating models, managing data and controlling AI workflows for enterprises that care about governance as much as raw model power. The company is still loss making and carries balance sheet and dilution risk. However, management has pushed through cost savings, operates with an experienced board and is targeting a shift toward higher margin SaaS, data refinery and public sector contracts. Investors who are willing to study both the potential upside and the funding and legal overhangs more closely may find Veritone relevant if the market continues to focus on headline model providers and overlooks infrastructure players that help enterprises keep AI accountable.

Veritone’s push toward higher margin SaaS and public sector work could be masking a deeper shift in its AI governance role for enterprises. See what the analysis report for Veritone reveals about that pivot and the funding trade off investors often miss

Seeking Alternatives Before Momentum Flies

Fresh stock ideas can move from quiet to crowded quickly. Spot potential breakouts while they are still under the radar for now, before sentiment shifts and prices start flying. Consider acting early if they fit your strategy and risk tolerance.

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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.