{"id":188914,"date":"2025-10-04T05:56:18","date_gmt":"2025-10-04T05:56:18","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/188914\/"},"modified":"2025-10-04T05:56:18","modified_gmt":"2025-10-04T05:56:18","slug":"ai-is-reshaping-canada-and-these-tsx-names-are-leading-the-charge","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/188914\/","title":{"rendered":"AI Is Reshaping Canada, and These TSX Names Are Leading the Charge"},"content":{"rendered":"<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Concept of big data flow, analysis, and visualizing complex information for artificial intelligence\" loading=\"eager\" height=\"540\" width=\"960\" class=\"yf-1gfnohs loader\"\/> Source: Getty Images      <\/p>\n<p class=\"yf-1090901\">Written by <a href=\"https:\/\/www.fool.ca\/author\/alegatewolfe\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Amy Legate-Wolfe;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Amy Legate-Wolfe<\/a> at The Motley Fool Canada<\/p>\n<p class=\"yf-1090901\">It\u2019s no secret. If there\u2019s one thing that\u2019s pretty much changed the world overnight, it\u2019s <a href=\"https:\/\/www.fool.ca\/investing\/top-canadian-artificial-intelligence-stocks\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:artificial intelligence;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">artificial intelligence<\/a> (AI). Something that seemed so foreign, so futuristic, is now completely embedded in practically everything we do. And nowhere is that more obvious than in the way businesses operate.<\/p>\n<p class=\"yf-1090901\">Companies can automate work, surface relevant knowledge, and even use an agentic workflow. And among AI stocks, there are three that are using AI to the best of their abilities. So, let\u2019s look at those on the TSX today and why these AI stocks could continue to be stellar investments.<\/p>\n<p class=\"yf-1090901\">OpenText (<a class=\"link \" href=\"https:\/\/www.fool.ca\/company\/tsx-otex-open-text-corporation\/364948\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TSX:OTEX;elm:context_link;itc:0;sec:content-canvas\">TSX:OTEX<\/a>) is a perfect example of an AI stock only getting stronger. The company provides enterprise information management, cybersecurity, content platforms and cloud services. And now, it\u2019s using AI to build out its large cloud and content business, emphasizing AI platforms like Titanium X.<\/p>\n<p class=\"yf-1090901\">AI is clearly helping the company grow, with cloud bookings growing 32% year over year, and cloud revenue at $1.866 billion for full-year 2025. This shows customers are on board with the future of AI and what it offers. In fact, annual recurring revenue (ARR) on the cloud hit $4.2 billion, with adjusted earnings, interest, taxes, depreciation, and amortization (EBITDA) hitting a 34.5% margin. This has allowed the company to show its strength through buybacks and a dividend increase.<\/p>\n<p class=\"yf-1090901\">Yet there\u2019s even more in the future. The AI stock combines enterprise content, security and governance with AI. It addresses the key enterprise pain point of securing its data, both for governments and large corporations. All together, it\u2019s an AI stock that\u2019s proven its strength time and again.<\/p>\n<p class=\"yf-1090901\">Another top AI stock also using agentic experiences is Coveo Solutions (<a class=\"link \" href=\"https:\/\/www.fool.ca\/company\/tsx-cvo-coveo-solutions\/379070\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TSX:CVO;elm:context_link;itc:0;sec:content-canvas\">TSX:CVO<\/a>). This is an AI relevance platform, with search, recommendations, and generative experiences for commerce, support, and agentic workflow. The core strength for Coveo is aligning retrieval and generative models with business outcomes. So, it\u2019s quite similar to OTEX.<\/p>\n<p class=\"yf-1090901\">Again, we see that strength from AI coming into earnings, with first-quarter 2026 subscription revenue climbing 12%, and total revenue up 10%. Its gross margin now sits at 77%, showing that software as a service (SaaS) economics remain strong. Its generative AI also drove 50% of its new business in the quarter, with a net expansion rate now at 105%! So it\u2019s clear the upsell of its AI features is working.<\/p>\n<p class=\"yf-1090901\">Those AI features are what Coveo will need to continue focusing on, not just using AI but using it right. AI needs to answer questions in a useful and grounded manner. Sure, companies can adopt chatbots, but the responses need to combine with enterprise data to provide useful answers. And that\u2019s the way to keep companies coming back for more.<\/p>\n<p class=\"yf-1090901\">Finally, we have Docebo (<a class=\"link \" href=\"https:\/\/www.fool.ca\/company\/tsx-dcbo-docebo-inc\/343974\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TSX:DCBO;elm:context_link;itc:0;sec:content-canvas\">TSX:DCBO<\/a>), a learning management platform used for employee and customer training. The company positioned itself as AI-first learning platform. And the evidence behind its AI strength has also seen momentum during the second quarter.<\/p>\n<p class=\"yf-1090901\">Subscription revenue surged by 15% year over year, with ARR up 13.2% as well. Its adjusted EBITDA and free cash flow saw positive trends too, with guidance for full-year 2025 growing to show that the business is continuing to scale outwards. Management continues to focus on its \u201cAI-first strategy.\u201d And enterprise companies <a href=\"https:\/\/www.fool.ca\/investing\/foolish-investing-philosophy\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:remain on board;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">remain on board<\/a>.<\/p>\n<p class=\"yf-1090901\">As companies continue to use AI in this way, they\u2019ll need AI more and more. Whether it\u2019s to retrain employees, certify safe use, update procedures, or onboard, AI will remain a strong method of future learning. No matter what kind of company is using it.<\/p>\n<p class=\"yf-1090901\">Altogether, these three AI stocks show that they\u2019re not just jumping on a bandwagon. No, these are companies beyond the hype, using AI to their advantage in the ways that matter most. Whether it\u2019s content security and management, customer workflow, or improving company-wide skills, these three are promising AI investments. Together, these AI stocks prove there are still concrete ways to enterprise AI in a way that can keep cash flowing in for years, if not decades.<\/p>\n<p class=\"yf-1090901\">The post <a href=\"https:\/\/www.fool.ca\/2025\/10\/03\/ai-is-reshaping-canada-and-these-tsx-names-are-leading-the-charge\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:AI Is Reshaping Canada, and These TSX Names Are Leading the Charge;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">AI Is Reshaping Canada, and These TSX Names Are Leading the Charge<\/a> appeared first on <a href=\"https:\/\/www.fool.ca\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:The Motley Fool Canada;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">The Motley Fool Canada<\/a>.<\/p>\n<p class=\"yf-1090901\">Before you buy stock in Coveo Solutions, consider this:<\/p>\n<p class=\"yf-1090901\">The Motley Fool Stock Advisor Canada analyst team identified what they believe are the 15 best stocks for investors to buy now\u2026 and Coveo Solutions wasn\u2019t one of them. The 15 stocks that made the cut could potentially produce monster returns in the coming years.<\/p>\n<p class=\"yf-1090901\">Consider MercadoLibre, which we first recommended on January 8, 2014 \u2026 if you invested $1,000 in the \u201ceBay of Latin America\u201d at the time of our recommendation, you\u2019d have $24,780.76!*<\/p>\n<p class=\"yf-1090901\">Now, it\u2019s worth noting Stock Advisor Canada\u2019s total average return is 101%* \u2013 a market-crushing outperformance compared to 66%* for the S&amp;P\/TSX Composite Index. Don\u2019t miss out on our top 15 list, available when you join Stock Advisor Canada.<\/p>\n<p class=\"yf-1090901\"><a class=\"link \" href=\"https:\/\/www.fool.ca\/free-stock-report\/top-stocks\/?source=ix9spp7410000244&amp;adname=ca_sa_starterstocks_starterstocks_fr_acq_prospects_nonbbn_pitch&amp;placement=pitch\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See the 15 Stocks;elm:context_link;itc:0;sec:content-canvas\"> See the 15 Stocks <\/a><\/p>\n<p class=\"yf-1090901\">* Returns as of September 2nd, 2025<\/p>\n<p class=\"yf-1090901\">More reading<\/p>\n<p class=\"yf-1090901\">Fool contributor <a href=\"https:\/\/www.fool.ca\/author\/alegatewolfe\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Amy Legate-Wolfe;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Amy Legate-Wolfe<\/a> has no position in any of the stocks mentioned. The Motley Fool recommends Coveo Solutions and Docebo. The Motley Fool has a <a href=\"https:\/\/www.fool.ca\/fool-disclosure-policy\/\" rel=\"sponsored nofollow noopener\" target=\"_blank\" data-ylk=\"slk:disclosure policy;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">disclosure policy<\/a>.<\/p>\n<p class=\"yf-1090901\">2025<\/p>\n","protected":false},"excerpt":{"rendered":"Source: Getty Images Written by Amy Legate-Wolfe at The Motley Fool Canada It\u2019s no secret. If there\u2019s one&hellip;\n","protected":false},"author":2,"featured_media":188915,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[6305,49,48,94580,94578,94579,18182,10413,44,94581],"class_list":{"0":"post-188914","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-canada","8":"tag-ai-stock","9":"tag-ca","10":"tag-canada","11":"tag-coveo","12":"tag-coveo-solutions","13":"tag-enterprise-information-management","14":"tag-fool-canada","15":"tag-generative-ai","16":"tag-news","17":"tag-subscription-revenue"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/188914","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=188914"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/188914\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/188915"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=188914"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=188914"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=188914"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}