Been noticing a lot of chatter about the big AI plays lately, but there's something interesting happening with some under the radar AI stocks that most retail investors seem to be sleeping on. While everyone's obsessing over the obvious picks, there are a couple of companies quietly crushing it by weaving AI into their existing business models in ways that are actually moving the needle.

I'm talking about Datadog and Workiva. These aren't pure-play AI companies in the way people typically think about them, but here's the thing - they're both demonstrating serious traction with AI integration, and their upcoming earnings reports could be pretty telling about where this trend is heading.

Let me break down why these under the radar AI stocks deserve your attention.

Datadog is essentially the infrastructure watchdog for cloud-based operations. They help businesses monitor their digital infrastructure and catch problems before they blow up and impact customers or employees. Pretty critical stuff. What caught my eye is how aggressively they've been launching AI capabilities. They integrated an AI assistant called Bits AI directly into their platform to speed up workflows, but that's just the beginning. They've also rolled out products like LLM Observability, which is basically a tool for developers to track costs and debug issues with large language models. Even cooler - it can detect model drift, which is when the accuracy of outputs starts degrading over time.

Here's where it gets interesting. Not every organization has the resources to build their own LLM from scratch. It's expensive, time-consuming, and requires serious technical chops. So a lot of them just grab pre-built models from places like OpenAI instead. Datadog saw this coming and built OpenAI Monitoring to help those businesses track usage, costs, errors, and response times. Genius move.

The numbers are pretty compelling. Datadog had 32,000 customers by Q3 2025, and get this - over 5,000 of them were actively using at least one of their AI products. That's a 67% year-over-year jump. Even more impressive, AI revenue accounted for 12% of their $881 million quarterly revenue, and that doubled from just 6% the year before. Their CFO even highlighted that revenue growth was accelerating specifically among AI customers. This is exactly the kind of momentum you want to see in emerging revenue streams. The stock took a beating and is down 31% from its 52-week high, which actually makes the upcoming earnings report on February 10 potentially significant. If they keep showing this kind of AI customer growth and revenue acceleration, we could see some recovery.

Now let's talk about Workiva. Large enterprises are drowning in data scattered across dozens of different applications and systems. Managers have to manually pull data from everywhere to compile reports for executives and regulators. Total nightmare. Workiva built a platform that essentially acts as a data aggregator - it plugs into all the major productivity, storage, and accounting apps and pulls everything into one unified dashboard. From there, users can access hundreds of pre-made templates to rapidly generate reports.

Last year they added an AI assistant that makes this process even smoother. Instead of manually drafting compliance documents, managers can just prompt the AI to create them. Say you need a cybersecurity disclosure for an SEC filing - just ask Workiva AI to draft it, and it will, because it's been trained on all the documents in the Workiva ecosystem and understands the context. The AI is woven throughout the platform too, so people can access it without breaking their workflow.

Their Q3 2025 numbers were solid. Revenue grew 21% to $224 million, which was their fastest growth rate of the year. The really telling part is their high-value customer segment. Businesses spending at least $300,000 annually with them jumped 41%, and those spending $500,000+ grew 42%, with both accelerating from the previous quarter. Based on those results, they raised their full-year 2025 revenue guidance to $881 million. If they beat that when they report on February 19, I'd expect the stock to move, especially since it's trading at reasonable valuations right now.

What makes these under the radar AI stocks interesting to me is that they're not trying to be AI companies. They're established businesses that found genuine ways to embed AI into their core offerings and it's actually working. They're attracting new customers and opening up new revenue streams, which is exactly how you want to see AI integration play out.

The earnings reports coming up in mid-February should give us a pretty clear picture of whether this momentum is sustainable or if it was just a flash in the pan. If both companies continue showing strong AI adoption and revenue growth, that's a signal that AI integration is becoming a real competitive advantage in enterprise software. If they disappoint, well, that tells a different story.

Worth keeping these under the radar AI stocks on your radar for the next couple weeks. The market's always looking for the next narrative, and sometimes the best opportunities are hiding in plain sight among companies that are quietly executing.