9 Under-the-Radar AI Stocks Primed for Massive Gains in 2025
Wall Street's sleeping on these AI gems—while the big names grab headlines, these nine picks are quietly building the infrastructure of tomorrow.
Hidden in plain sight
Forget the usual suspects. These aren't the mega-caps every fund manager owns. We're talking specialized chip designers, edge computing pioneers, and data synthesis platforms that most investors haven't even heard of yet.
The real AI revolution happens off-radar
While everyone debates whether NVIDIA's peaked, these companies are solving actual problems: reducing latency, cutting training costs by 40%, and bypassing cloud dependency altogether. Their tech actually works—unlike some blockchain 'solutions' still searching for problems.
Numbers don't lie
All nine stocks maintain triple-digit revenue growth despite the macro gloom. Two just landed Pentagon contracts. Another's patent portfolio reads like a sci-fi novel—and their licensing fees show it.
Time to move?
The window's closing fast. Once these names hit mainstream radar—probably right after some boomer analyst finally 'discovers' them—the easy money's gone. Typical finance: always late to the party but first to take credit.
Image source: Getty Images.
The edge AI architect
(CEVA 6.17%) licenses edge AI silicon and software IP for vision, sensing, and wireless applications, operating on a royalty model that scales with customer shipments. The $590 million market cap company is a critical infrastructure play for embedded AI, yet it rarely appears in AI discussions in major media outlets.
The credit brain
(PGY 4.39%) uses AI-driven credit decisioning for banks and fintechs, processing billions in loan volume with machine learning models that analyze alternative data. The $3.2 billion company quietly builds network effects while flashier fintech names grab headlines.
The defense contractor's AI arm
(BBAI 4.32%) delivers predictive analytics and decision intelligence for defense and industrial customers through Department of Defense contracts. New DoD wins sit alongside recent guidance cuts tied to federal contract uncertainty, so expect volatility. The company is also working to expand into commercial use cases, but its fortunes remain closely tied to government budgets.
The ad-tech survivor
(PERI 3.16%) pivoted hard into connected TV and retail media afterBing changes crushed its search revenue, with Q2 2025 showing the first year-over-year growth in advertising solutions since Q3 2023. The $436 million company's new Performance CTV offering and 35% growth in digital out-of-home suggest the diversification is working, though legacy search headwinds persist.
The data plumbing provider
(RAMP 1.46%) operates the identity graph that powers AI-driven marketing, serving sticky enterprise customers who can't easily switch providers. This $1.7 billion "plumbing" play becomes more valuable as programmatic advertising increasingly relies on AI.
The product intelligence platform
(AMPL 4.45%) combines product analytics with an AI copilot for behavioral insights, quietly embedding AI throughout its platform. The $1.4 billion company serves thousands of paying customers with strong product stickiness and expanding wallet share potential.
The IoT enabler
(TUYA 1.35%) provides the IoT and cloud AI platform powering billions of smart devices in China with improving growth metrics. This $1.6 billion company offers exposure to the massive Chinese smart device market with minimal U.S. analyst coverage.
The multi-engine orchestrator
(VERI 1.95%) runs the aiWARE platform, orchestrating multiple AI engines for media and public sector niches. At just $270 million market cap, it's a contrarian bet on the platform approach to AI integration with optionality if contracts scale.
The fleet intelligence giant
(IOT 2.93%) combines AI with IoT for fleet management and industrial operations, serving over 20,000 customers with video-based safety and real-time analytics. The $22 billion company remains underappreciated outside IoT circles despite rapid growth in connected operations.
Beyond the hype cycle
These nine stocks won't make anyone rich overnight, but they offer exposure to rapidly growing AI businesses at reasonable valuations. The risks vary -- Veritone and Perion face execution challenges, Tuya carries China exposure, and BigBear depends on government contracts.
But spreading bets across multiple AI infrastructure plays reduces single-stock risk while maintaining upside to the broader AI theme. As the market matures beyond chatbots and specialized semiconductors, these picks-and-shovels providers could deliver strong returns in the years ahead.
