Where AI Tailwinds Are Showing Up in SaaS

SaaS are using AI to expand workflows, improve customer ROI, increase usage, and make platforms harder to replace.

Top 15 High-Growth names where AI is becoming part of the product logic.

$PLTR — Palantir

NTM Est revenue growth: +63.1%.

Palantir is benefiting from rising demand for operational intelligence. AIP helps customers connect fragmented data, models, and workflows without building the AI stack alone. U.S. commercial revenue reached $595M in Q1, while revenue per employee hit about $1.5M annually. Management says it cannot meet current U.S. demand.

$APP — AppLovin

NTM Est revenue growth: +42.7%.

AppLovin’s advantage sits inside the core engine, not beside it. AXON 2.0 improves ad targeting, discovery, and advertiser returns, helping APP gain wallet share in mobile gaming and push into non-gaming performance marketing. Q1 revenue reached $1.84B, and sequential momentum remained strong despite major scale. AI is embedded into the model itself.

$AXON — Axon

NTM Est revenue growth: +30.6%.

Axon is using AI-driven workflow automation for public safety. Agencies are adopting transcription, automated reports, and video analytics to reduce paperwork and staffing pressure. AI-related revenue reportedly rose about 700%. Dedrone also expands the opportunity into airspace security, moving AXON beyond cameras and Tasers into data-driven public safety software.

$DOCN — DigitalOcean

NTM Est revenue growth: +30.5%.

DigitalOcean is positioning itself as simpler infrastructure for developers, startups, and SMBs. Hyperscalers can be too complex or expensive, creating room for DOCN in machine learning workloads. AI customer ARR reached $170M, up sharply, while RPO rose to $243M. New committed capacity supports the idea of a bigger infrastructure phase in 2027.

$ZETA — Zeta Global

NTM Est revenue growth: +29.1%.

Zeta’s growth driver comes from marketing efficiency. Its platform uses proprietary deterministic signals and embedded AI to help brands lower customer acquisition costs. Management raised full-year revenue guidance to $1.785B after another beat-and-raise quarter. The story is not just data storage. It is data-driven campaign execution with measurable ROI.

$FIG — Figma

NTM Est revenue growth: +29.0%.

Figma is expanding collaboration across product teams. AI tools allow non-designers to participate more deeply in product creation, broadening usage across design, product, engineering, and marketing teams. Q1 revenue was $333.4M, with 16% non-GAAP operating margin and $88.6M in FCF. AI could make Figma more central to software workflows.

$NET — Cloudflare

NTM Est revenue growth: +28.5%.

Cloudflare is becoming increasingly important for edge infrastructure. Inference workloads need low latency, distributed networks, security, and performance control. Large customers now drive 72% of revenue, and NET added a record number of $5M+ annual-spend customers in Q1. More AI apps may require more global network intelligence.

$ORCL — Oracle

NTM Est revenue growth: +28.4%.

Oracle is gaining momentum through infrastructure capacity for large-model training. AI infrastructure revenue surged, RPO reached $553B, and delivered AI capacity carried a 32% gross margin. Oracle also secured more than $29B in contracts for new AI models. Demand still outpaces supply, making OCI a beneficiary of cloud capacity scarcity.

$PANW — Palo Alto Networks

NTM Est revenue growth: +28.3%.

Palo Alto is benefiting from security consolidation. Enterprises cannot respond to machine-speed threats with fragmented vendor stacks. NGS ARR reached $6.3B, while the company added 110 platform integrations. A large nine-figure expansion with a leading AI model provider supports the case for unified security around agentic workflows and data environments.

$SNOW — Snowflake

NTM Est revenue growth: +26.2%.

Snowflake is becoming a governed enterprise data layer for AI applications. Companies need clean, secure, model-agnostic data layers before AI apps can scale. RPO reached $9.77B, and more than 9,100 accounts are using Snowflake AI features. Cortex tools expand the platform from warehouse into AI application development, governance, and data lifecycle automation.

$SHOP — Shopify

NTM Est revenue growth: +24.3%.

Shopify is using AI to improve commerce intelligence. Merchants cleared more than $100B of GMV in Q1, while Shop Pay processed $35B. AI-driven traffic to storefronts rose 8x YoY, and more than 50% of internal code is reportedly AI-written. Better product velocity, recommendations, merchandising, and conversion tools can compound platform value.

$DDOG — Datadog

NTM Est revenue growth: +23.8%.

Datadog is benefiting from rising workload complexity. AI training, inference, GPU clusters, agents, and LLM apps create more telemetry and more troubleshooting needs. Net new ARR was $212.9M in Q1, a first-quarter record. GPU Monitoring, LLM Observability, and Bits AI position DDOG closer to the operating layer of infrastructure.

$CRWD — CrowdStrike

NTM Est revenue growth: +22.8%.

CrowdStrike is gaining from rising security complexity across identity, cloud, and automated response. FalconID, Falcon Flex, sovereign cloud partnerships, and AI-era data protection expand the platform beyond endpoint. ARR reached $5.25B, with record net new ARR of $331M. Regulated customers need policy-aware defense as agents and cloud workloads multiply.

$FICO — FICO

NTM Est revenue growth: +22.7%.

FICO is strengthening its role in governed decision automation. Banks and insurers want more automation, but cannot sacrifice auditability, transparency, or model controls. Platform ARR reached $349M, or 44% of software ARR. New decision agents, debugging tools, continuous target prediction, and AI Guided Operations deepen FICO’s role inside daily workflows.

$RBRK — Rubrik

NTM Est revenue growth: +22.2%.

Rubrik is focusing on cyber resilience for agentic systems. As AI workflows become more autonomous, companies need guardrails, recovery, and governance if agents or data pipelines are compromised. Subscription ARR reached $1.46B, while large-customer depth improved. Agent Cloud gives RBRK a path to make AI resilience a meaningful product pillar.