5 Under-the-Radar AI Stocks to Ride 30% Earnings Growth Wave

Venture investors hunting for the next AI unicorn are increasingly looking at public companies with the agility and disruptive tech of startups. Insider Monkey’s list of ‘hidden AI stocks’ highlights firms that combine product innovation with early-stage growth trajectories in the AI ecosystem, often overlooked by traditional growth funds.

The AI-fueled earnings boom is showing no signs of slowing, and market strategists are increasingly turning their attention to the lesser-known companies set to benefit from the massive capital flows into artificial intelligence. On July 2, Jeff Buchbinder, Chief Equity Strategist at LPL Financial, told BNN Bloomberg that the current earnings cycle could deliver S&P 500 growth of 30%—well above the 23% consensus—with tech and AI-related companies responsible for 60% to 65% of that expansion. While the hyperscalers and semiconductor giants capture headlines, a second layer of AI beneficiaries is quietly building robust growth narratives around specialized, vertical applications of machine learning and agentic automation. Insider Monkey’s latest screen of ‘hidden AI stocks’ spotlights precisely these under-the-radar plays, such as Zeta Global Holdings Corp. and Samsara Inc., which are embedding AI into the fabric of marketing and logistics operations, respectively.

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Insider Monkey’s latest screen of ‘hidden AI stocks’ spotlights precisely these under-the-radar plays, such as Zeta Global Holdings Corp.

Zeta Global’s announcement on June 18 that it is expanding its Athena superintelligent agent to advertising agencies marks a significant step in commercializing autonomous AI workflows. Powered by its proprietary SuperGraph, which continuously ingests and analyzes consumer signals from billions of data points, Athena now offers agencies agentic workflows that monitor campaign performance autonomously, precision measurement for real-time attribution, and conversational intelligence that translates complex analytics into actionable business decisions. This move positions Zeta not merely as a marketing cloud provider but as an AI-first decisioning platform, potentially reshaping how agencies allocate billions in ad spending. The platform is currently available in beta to select partners, with a full rollout planned through the remainder of 2026, suggesting a revenue ramp that could meaningfully accelerate in the second half of the year.

Samsara, a leader in connected operations, unveiled a disposable, paper-thin Tracking Label on June 24 that delivers near-real-time shipment visibility across any carrier. The label leverages the Samsara Network—a vast fabric of millions of connected devices traversing major transit routes—to offer a low-cost, scalable solution for supply chain visibility. This is a classic AI play: the label itself is a sensor, but the value lies in the AI models that interpret location data, predict delays, and optimize logistics. For Samsara, the Tracking Label expands its total addressable market beyond vehicle telematics into the high-volume parcel and freight space, potentially adding a recurring, consumption-based revenue stream that resonates with its existing SaaS model.

The common thread across these picks is that they are not pure-play AI infrastructure companies but rather vertical SaaS platforms that are using AI to deepen moats, improve unit economics, and open adjacent markets. This aligns with Buchbinder’s observation that non-tech sectors and ‘second-tier AI plays’—like industrials—are also showing 20%-plus earnings growth potential. Indeed, Samsara’s roots in logistics and Zeta’s in marketing put them at the intersection of technology and traditional industry, suggesting they could attract investors seeking AI exposure without the nosebleed valuations of the Mag 7.