(BFM Stock Exchange) – The AI ​​specialist for companies climbs to the Paris Stock Exchange when she could take advantage of the investment plan announced this weekend by Emmanuel Macron upstream of the summit for action on the Artificial intelligence.

The Grand Palais which had housed several events of the Olympic and Paralympic Games in Paris 2024, is for a few days the meeting place for the most influential actors in the artificial intelligence sector.

From this Monday, February 10 and until Tuesday, the summit is held for the action on artificial intelligence that you can follow on the antennas of BFM Business and on the Tech & Co site.

This high mass of AI on tricolor soil wishes to enhance the many talents in the field of artificial intelligence, of which Mistral, French startup considered as an Openai rival.

France intends to impose itself as “one of the European and global leaders of artificial intelligence”, and compete in front of American mastodons.

To make it possible to carry out this ambition, Emmanuel Macron announced 109 billion euros in investments, Sunday February 9.

Most of the funds should be dedicated to the construction of data centers, these data centers which constitute the physical architecture of artificial intelligence, allowing to cause models and make them “turn”.

Positive benefits for Lighton

“We are talking about billions of euros that will irrigate the sector in France in the coming years,” said Benoit Fernandez-Riou, consultant and specialist independent of markets and rates, in the program everything to invest in BFM Business, this Monday, February 10.

Echoing these announcements, Lighton’s action, an AI specialist present on the Paris Stock Exchange since last fall, has been progressing strongly since the opening, notes the market specialist. Indeed, the reaction on the stock market is unequivocal, with a title which torches more than 28% to 20.22 euros.

“Since the appearance of Deepseek, the market becomes aware of the appearance of so-called” frugal “AI models and that will benefit companies of modest size like Lighton,” adds Benoit Fernandez-Riou.

+90% since the IPO

Founded in 2016, this company presents itself as a leading European player in generative artificial intelligence dedicated to businesses.

The company develops in particular chatbots similar to Chatgpt, the generative AI model developed by the American OpenAI, and search engines applied to the internal databases of companies.

The company has designed two software solutions. The first named Forge is a technological support for a tailor -made generative AI for companies and organizations who wish to develop their own language model, improve an existing language model, even integrate new technological bricks. The second software suite, Paradigm, marketed since 2024, is a generative turnkey platform, designed to meet all business and public sector needs.

This AI summit thus gives a big spotlight on Lighton whose turnover 2024 had disappointed last week. The company had unveiled income for the past year lower than the objectives that the company had assigned to its Iparted on the stock market. The action had lost more than 5%, Monday, February 3, then 15% on the two sessions following the publication.

The group had however warned upstream of its IPO, which it changed its sales model and the nature of its income in 2024. Lighton had then warned that this transition from an economic model would induce a temporary decline in turnover over the exercise “during the constitution of the recurring income base”. But this decline was more important than expected.

For 2025, Lighton expects an acceleration of the rhythm of production, supported by the growing adoption of generative AI by companies and organizations. This enabled it to confirm an ARR objective (a annualized value of contracts) at the end of the year around 6 million euros. On the other hand, the company did not mention its objectives for 2026 and 2027, mentioned when it will go to the stock market.

This disappointment on the last point of activity was erased with the increase this Monday. The Lighton course increased by approximately 90% compared to 10.35 euros retained for its IPO on Euronext Growth in November 2024.

“This IPO has been successful, and since then, the courses have never ironed under 10.35 euros,” recalls Benoit Fernandez-Riou.