So I've been noticing something interesting about the AI stock landscape that most people seem to overlook. While everyone's obsessing over the obvious AI plays, there are some under the radar AI stocks that are quietly crushing it by weaving this technology into their existing operations in really smart ways.



Two names that caught my attention are Datadog and Workiva. Neither one is a pure-play AI company in the traditional sense, but they've both figured out how to leverage AI in ways that are actually moving the needle on their businesses. What's wild is how much traction their AI features are getting with customers.

Take Datadog. They're basically the go-to platform for cloud observability - helping companies spot technical problems before they blow up in their face. But here's where it gets interesting: they didn't just slap some AI onto their existing product and call it a day. They built out purpose-built tools like LLM Observability to help developers track costs and troubleshoot large language models. They've also got OpenAI Monitoring for companies that don't want to build LLMs from scratch.

The numbers tell the story. By Q3 2025, over 5,000 of their 32,000 customers were using at least one AI product - that's a 67% jump year-over-year. Even crazier, AI revenue went from 6% to 12% of their total quarterly revenue. That's not just growth, that's acceleration. Their CFO basically said AI customers are driving the momentum right now.

Then there's Workiva, which is tackling a different angle. Large enterprises are drowning in data from dozens of applications, and Workiva built a platform that pulls all that data together into one dashboard. Last year they added an AI assistant that can literally draft regulatory filings and compliance documents just from a prompt. The AI understands the full context of everything in their system, so it's not just spitting out generic text.

Their Q3 numbers were solid - 21% revenue growth to $224 million. But the real tell was their high-spending customer segment absolutely exploding. Companies spending $300k+ annually jumped 41%, and $500k+ customers surged 42%. These are the kinds of metrics that suggest their AI features are resonating with customers who actually have money to spend.

What I find compelling about these under the radar AI stocks is that they're not betting the farm on AI hype. They're solving actual business problems for customers, and the AI integration is making their core products more valuable. That's a fundamentally different story than companies that are just trying to rebrand themselves as AI players.

The thing about under the radar opportunities like these is they often get overlooked while everyone chases the obvious names. But if you're looking for companies that are genuinely integrating AI into their operations and seeing real customer traction, these are worth keeping tabs on. The market tends to eventually notice when execution matches the narrative.
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