Two Under-the-Radar AI Stocks Worth Tracking Before February Earnings

The artificial intelligence sector continues to dominate market conversations, with investors eagerly awaiting quarterly earnings reports from hundreds of America’s publicly traded companies. However, not all AI-related investment opportunities come from pure-play AI companies. Two under-the-radar AI stocks—Datadog and Workiva—demonstrate how legacy enterprises can successfully harness AI technologies to unlock new growth vectors and enhance their competitive positioning.

Both companies are preparing to deliver crucial updates on their AI initiatives, with Datadog scheduled to report its fourth-quarter 2025 results on February 10, and Workiva following on February 19. These earnings announcements could provide pivotal insights for investors seeking exposure to AI integration without betting directly on AI specialists.

The Hidden Potential in AI Integration Strategies

The investment thesis for under-the-radar AI stocks centers on companies that have successfully embedded artificial intelligence into their existing platforms rather than building AI from the ground up. These players benefit from established customer bases, proven business models, and revenue streams—while simultaneously capturing the upside potential of AI-driven transformation.

Datadog and Workiva represent textbook examples of this hybrid approach. Neither company is primarily known as an AI company, yet both have become increasingly crucial to their customers’ AI operations, positioning them as under-the-radar beneficiaries of the broader AI boom. This dynamic has created compelling reasons to monitor their upcoming earnings reports closely.

Datadog’s AI Product Pipeline is Driving Remarkable Growth

Datadog specializes in cloud observability—providing businesses with real-time monitoring solutions that instantly alert organizations to technical issues before they cascade into customer-facing problems. The platform serves companies across retail, entertainment, healthcare, and other sectors.

The company took its core offering a step further by integrating an AI assistant called Bits AI directly into its cloud observability platform. This enhancement streamlines workflows and reduces manual intervention. However, Datadog hasn’t stopped there. The company continues launching entirely new AI-focused products designed to address specific market needs. LLM Observability represents a standout example—it enables developers to track costs, troubleshoot issues with large language models in real time, and monitor for “drift,” a phenomenon where model accuracy deteriorates over time.

Recognizing that not every organization possesses the resources to build proprietary language models, Datadog created a complementary solution called OpenAI Monitoring. This product helps businesses track usage metrics, associated costs, error rates, and response times for third-party AI models—a critical capability as companies increasingly adopt ready-made models from providers like OpenAI.

The numbers validate this strategy’s effectiveness. As of Q3 2025, Datadog boasted 32,000 customers, with over 5,000 utilizing at least one AI product—representing a staggering 67% year-over-year increase. More impressively, AI customers contributed 12% of the company’s $881 million in quarterly revenue, effectively doubling from 6% in the prior-year period. CFO David Obstler emphasized that revenue growth accelerated meaningfully among the AI customer segment, signaling powerful momentum in this emerging business line.

Currently trading 31% below its 52-week high, Datadog presents an intriguing opportunity for investors. A positive February 10 earnings report demonstrating sustained momentum in AI customer acquisition and revenue expansion could trigger a meaningful recovery in the stock price.

Workiva’s Platform Evolution Attracts High-Value Customers

Workiva tackles a different but equally important problem. Large enterprises typically operate dozens of digital applications simultaneously, creating operational complexity and data fragmentation that complicates reporting and regulatory compliance. Workiva developed a unified platform that integrates with major productivity, storage, and accounting applications, consolidating data onto a centralized dashboard and serving as the single source of truth for organizational information.

The platform’s value proposition expanded significantly when Workiva introduced its AI assistant last year. The AI capability transforms the reporting process by converting simple text prompts into comprehensive, contextual content. For instance, when a regulatory filing with the Securities and Exchange Commission demands a cybersecurity disclosure, managers can simply request that Workiva AI draft the required section. The AI understands context across the entire Workiva ecosystem, enabling it to deliver relevant and compliant outputs without disrupting workflow continuity.

Workiva’s financial trajectory reflects this competitive strength. In Q3 2025, the company achieved 21% revenue growth, reaching $224 million and matching the year’s fastest quarterly expansion rate. Most encouraging, the composition of the customer base shifted upmarket. The number of customers spending at least $300,000 annually surged 41%, while those spending $500,000 or more climbed 42%—both figures accelerating from the prior quarter. This expansion of high-value customer segments demonstrates that Workiva’s platform strategy resonates particularly well with large enterprises that benefit most from AI-enhanced capabilities.

Following this strong quarterly performance, Workiva raised its full-year 2025 revenue guidance to $881 million. The February 19 earnings report will confirm whether the company achieved this target. Should Workiva exceed expectations, investors could expect meaningful stock appreciation, particularly given the stock’s current attractive valuation metrics.

Why These Under-the-Radar AI Stocks Warrant Close Attention

The fundamental appeal of these under-the-radar AI stocks lies in their capacity to deliver AI-powered growth without the execution risks inherent to pure-play AI companies. Both Datadog and Workiva operate profitable, cash-generating businesses with established market positions. They’re not gambling on speculative AI technology; they’re augmenting proven platforms with AI capabilities that drive measurable customer value and revenue expansion.

The February earnings season offers a critical inflection point for validating whether this AI integration thesis will sustain its current momentum. Strong results from either company could reinforce the broader narrative that legacy software platforms successfully integrating AI deserve serious consideration within a diversified investment portfolio.

For investors seeking exposure to artificial intelligence outside the most obvious pure-play candidates, maintaining visibility into these under-the-radar AI stocks’ upcoming financial announcements could prove worthwhile.