Open-source AI is putting real pressure on closed, premium models, and that tension is starting to show up in stock prices. As customers question high AI service costs and regulators scrutinize leading frontier labs, investors are asking which companies might benefit if budgets and trust shift toward open platforms. This article looks at how the recent open-source AI news may affect listed companies that mention open-source AI in their business descriptions, and reveals 3 stocks that appear positively exposed to these trends so you can judge whether they deserve a spot on your watchlist or a wider margin of caution.

Gloo Holdings (GLOO)

Overview: Gloo Holdings operates a vertical technology platform for the faith and flourishing ecosystem, giving churches, nonprofits and large network providers AI powered tools to manage infrastructure, communicate with congregations, run donor campaigns and access a values aligned AI stack tailored to faith based use cases.

Operations: Gloo Holdings generates its US$123.9 million of revenue from its Gloo Segment, with all reported revenue coming from the United States.

Market Cap: US$372.0 million

Gloo Holdings sits at the intersection of open source AI and a large, under digitized faith ecosystem. It offers a platform that can route workloads across more than 80 large language models while adding safety guardrails, values screening and workflow tools that many mission driven organizations cannot build themselves. The company is actively using acquisitions to deepen its reach into donor engagement and multilingual AI, yet still reports sizeable losses and carries a going concern warning, which makes execution on revenue guidance and cost control a key watchpoint. For investors who think open source competition and regulatory scrutiny could push customers toward trusted AI intermediaries rather than single premium models, Gloo’s combination of fast revenue growth, raised guidance and niche focus may merit a closer look.

Gloo Holdings sits where fast growing open source AI meets a mission driven faith ecosystem, but the real story may be in how its losses and going concern risk fit with the 3 key rewards and 1 important warning sign

Cheetah Mobile (CMCM)

Overview: Cheetah Mobile is a China based technology company that offers internet apps, AI powered productivity tools and service robots for customers across sectors, from antivirus and wallpaper apps through to reception and delivery robots and AI business software.

Operations: Cheetah Mobile reports CN¥591.1 million of revenue from Internet Services, with a CN¥559.3 million segment adjustment.

Market Cap: US$111.1 million

Cheetah Mobile sits directly in the crosswinds of the open source AI shift, openly embracing third party and open source models to power its robots and AI utilities rather than trying to build every model itself. That focus on cost effectiveness and real world performance, together with a history in consumer internet apps, positions the company to serve customers who want AI agents and embodied robots without paying premium prices for single vendor models. At the same time, Cheetah Mobile is still loss making and relies on continued demand for AI robots and software to support the forecasts analysts are using. The balance between improving losses, growth expectations and open source execution is where the real investment debate starts.

Cheetah Mobile’s shift toward open source powered robots and AI tools could be more than a cost story; it may reshape where the real value sits. Get the full analysis report for Cheetah Mobile

Semrush Holdings (SEMR)

Overview: Semrush Holdings provides an AI powered online visibility and content marketing platform that helps businesses and agencies manage SEO, paid marketing and brand presence across search, social and AI driven discovery channels.

Operations: Semrush Holdings reports US$443.6 million of revenue from Software & Programming, with about US$219.4 million from the United States, US$40.0 million from the United Kingdom and US$184.2 million from other regions.

Market Cap: US$1.8b

Semrush Holdings sits at the point where open-source AI pressures meet marketers’ need for measurable results. It offers AI powered SEO and visibility tools that can plug into different AI search platforms and freemium use cases rather than relying on a single premium model. Its push into higher value enterprise clients, deep data assets and recent partnerships that embed Semrush insights directly into AI building and optimization workflows all indicate a business aiming to move up the quality curve. However, investors still need to weigh ongoing losses, premium pricing signals, governance considerations such as high executive pay and insider selling, and the possibility that AI driven search changes or reduces the value of traditional SEO over time.

Semrush Holdings looks like an SEO workhorse quietly plugging into the AI future, with enterprise ambitions and deep data that many investors may be underestimating. Unpack the analyst forecasts for Semrush Holdings and see what the market might be missing.

The three stocks in this article are just a starting point, with the full Open-Source AI Companies screener surfacing 44 more companies that reference open source AI in their businesses and have equally compelling stories for investors to assess. Use Simply Wall St to identify and analyze the specific catalysts, financial health, and narrative factors that matter to you so you can focus on the highest conviction opportunities in this theme.

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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.