AI Traffic Is Surging for These 5 Beaten-Down Stocks

April 18, 4:44 pm

Some of the most interesting opportunities in the market are the ones where attention starts improving before the stock does. That is exactly what our latest data is showing right now.

Between February and March, several public companies saw a sharp rise in estimated AI-driven traffic even as their shares remained deeply in the red. That disconnect is what makes this trend worth watching. Rising AI traffic does not make a stock an automatic buy, but it can help investors spot companies attracting more discovery and research before the market fully catches up.

We looked for stocks where estimated AI-driven traffic jumped sharply but the share price has taken a beating. The result is a group of stocks across software, retail, and online platforms that may be drawing more attention through AI-driven channels even as Wall Street remains unconvinced.

Company	AI Traffic Growth	YTD Price Change	AI Score	Why It Stands Out
Atlassian TEAM	+76.9%	-53.6%	50	Atlassian is still one of the most widely used workflow platforms in software, so a large jump in AI-driven discovery while the stock remains down makes the stock interesting.
Cars.com CARS	+149.2%	-37.9%	55	Discovery appears to be accelerating for a beaten-down consumer internet name that the market has largely ignored.
Asana ASAN	+87.4%	-48.9%	48	Asana operates in a category where users increasingly rely on AI to compare software tools and workflows, so this rise in AI traffic could signal improving relevance.
Lululemon LULU	+82.8%	-24.1%	66	Lululemon has a relatively strong AI Score, and the rise in AI-driven discovery suggests that consumer interest may be improving faster than the stock price implies.
American Eagle AEO	+83.5%	-33.0%	60	A sharp increase in AI-driven discovery for a beaten-down apparel stock suggests AI may be influencing how investors and consumers find retail brands too.
Figma FIG	+52.9%	-30.4%	42	Figma is attracting more AI-driven discovery, but the stock also sits closer to the competitive edge of AI itself.

Atlassian

Atlassian (TEAM) may be the clearest example in the group because the divergence between growing discovery and weak price action is so wide. Our data shows estimated AI-driven traffic to the company rose 76.9% from February to March, while the stock is still down 53.6% year to date and another 10.9% over the last month.

That combination makes TEAM more interesting than the chart alone would suggest. The company is already attracting a meaningful amount of estimated AI traffic, so the increase does not look like noise off a tiny base. More people appear to be finding and researching Atlassian through AI-driven channels, but the stock is still being priced as if sentiment has not improved at all. For investors looking for disconnects between attention and price, TEAM belongs near the top of the list.

Cars.com

Cars.com (CARS) is the most dramatic mover in the dataset. Our estimates show AI-driven traffic surged 149.2% over the period, while the stock fell 31.6% in the last month and remains down 37.9% year to date.

That is the kind of mismatch retail investors should notice. Discovery appears to be accelerating even as the market continues to punish the shares. CARS is also useful because it expands the idea beyond the usual AI winners. This is not a software infrastructure stock or a chip stock. It is a consumer internet platform that suddenly looks far more visible in AI-assisted research flows than its recent stock performance would suggest.

Asana

Asana (ASAN) looks like another case where interest may be improving before sentiment does. Estimated AI-driven traffic rose 87.4% from February to March, while the stock remains down 48.9% year to date and 7.3% over the last month.

That gap matters because it suggests ASAN may be showing up more frequently in AI-assisted discovery and comparison flows even though the market still views the stock through a much more skeptical lens. The increase in estimated AI traffic does not erase the company’s challenges, but it does suggest that attention around the name may be shifting in a way the stock has not fully priced in yet.

Lululemon

Lululemon (LULU) is one of the more compelling names here because it shows the trend is not limited to enterprise software. Our data shows estimated AI-driven traffic climbed 82.8%, while the stock is still down 24.1% year to date and 10.6% over the last month.

LULU Price & AI Score

LULU also carries the highest AI Score in this group, which makes the setup a bit more convincing than a traffic spike on its own. The company appears to be attracting more discovery through AI channels at a time when the market remains focused on recent share-price weakness. For investors looking beyond the obvious AI trades, that makes Lululemon one of the more interesting non-tech names in the dataset.

American Eagle

American Eagle (AEO) is another strong reminder that this shift may be spreading across sectors. Estimated AI-driven traffic rose 83.5%, while the stock dropped 31.0% over the last month and remains down 33.0% year to date.

What makes AEO interesting is not just the size of the traffic increase, but the fact that it shows up in a category many investors would not instinctively connect to AI. If more consumers and investors are using AI tools to compare brands, products, and public companies, then changing discovery patterns are likely to show up in retail as well. American Eagle fits that pattern neatly.

One Stock Where the Market May Already Be Reacting

Figma (FIG) also deserves a place in the conversation, although the setup is more complicated than the five names above. Our data shows estimated AI-driven traffic rose 52.9% from February to March, while the stock was up 15.5% over the last month but still down 30.4% year to date.

That recovery suggests the market had already started to notice improving interest, but Friday changed the tone. Anthropic launched Claude Design, introducing a new design-focused product, and Figma shares fell sharply the same day as investors weighed the competitive implications. FIG remains an important watchlist name because it sits at the center of two opposing forces: rising discovery through AI-driven channels and rising competitive pressure from AI-native tools.

Why This Matters

Estimated web traffic data should never be treated as precise down to the last visit, and it should not be used in isolation. What matters more is the direction of attention. When a company starts attracting much more AI-driven discovery while the stock remains under pressure, that can point to a gap between improving interest and current market pricing.

Sometimes that gap will turn out to be noise, and sometimes it can help investors find a stock worth researching before the broader market catches up. Our data suggests that AI is starting to influence not just how people work, but how they discover public companies in the first place. For retail investors trying to find hidden opportunities before they become obvious, that is a trend worth watching closely.

The Bottom Line

Atlassian, Cars.com, Asana, Lululemon, and American Eagle all share the same broad pattern: estimated AI-driven traffic is rising sharply, while the stocks still look beaten down. Figma shows the other side of the story, where rising AI discovery can coexist with rising competitive pressure and sudden volatility.

None of these stocks are automatic buys, but all of them look more interesting when discovery through AI channels starts moving faster than the chart. In a market where more investors are using AI to surface ideas and compare companies, that may become one of the more useful ways to spot opportunities early.

Disclaimer: The information provided is for educational and informational purposes only and should not be construed as financial or investment advice. All investments involve risk, and you should conduct your own research or consult a qualified professional before making any investment decisions.

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