12 US public companies whose own reports describe artificial intelligence as a principal business, read from their latest annual filing. A fund fact sheet would show price/earnings, price/book and beta; none of those can be proved from a filing, so none are here. What is here is what the filings carry — including research spending, which no fact sheet publishes at all.
| Company | Revenue | Growth | Operating margin | Research | Equity of assets | Return on equity | Next year, 80% range | |
|---|---|---|---|---|---|---|---|---|
| AMZNAmazon Com | $716.9BFY 2025 | 12.4% | 11.2% | —not filed separately | 50.2% | 18.9% | $728.5B–$829.7B | filings |
| GOOGLAlphabet | $402.8BFY 2025 | 15.1% | 32.0% | $61.1B15.2% of revenue | 69.8% | 31.8% | $413.9B–$475.5B | filings |
| MSFTMicrosoft | $331.8BFY 2026 | 17.8% | 46.8% | $35.6B10.7% of revenue | 58.3% | 30.2% | $349.3B–$403.7B | filings |
| NVDANvidia | $215.9BFY 2026 | 65.5% | 60.4% | $18.5B8.6% of revenue | 76.1% | 76.3% | $269.4B–$528.1B | filings |
| METAMeta Platforms | $201.0BFY 2025 | 22.2% | 41.4% | $57.4B28.5% of revenue | 59.4% | 27.8% | $209.3B–$263.5B | filings |
| MUMicron Technology | $133.2BFY 2026 | 256.3% | 74.6% | $5.7B4.2% of revenue | 70.6% | 61.4% | $169.5B–$725.7B | filings |
| ORCLOracle | $67.4BFY 2026 | 17.3% | 30.6% | $10.3B15.3% of revenue | 16.2% | 40.7% | $68.3B–$80.6B | filings |
| AVGOBroadcom | $63.9BFY 2025 | 23.9% | 39.9% | $11.0B17.2% of revenue | 47.5% | 28.4% | $67.1B–$87.2B | filings |
| SMCISuper Micro Computer | $39.1BFY 2026 | 77.8% | 7.1% | $771M2.0% of revenue | 48.4% | 15.4% | $55.0B–$80.6B | filings |
| AMDAdvanced Micro Devices | $34.6BFY 2025 | 34.3% | 10.7% | $8.1B23.4% of revenue | 81.9% | 6.9% | $34.4B–$49.7B | filings |
| ANETArista Networks | $9.0BFY 2025 | 28.6% | 42.8% | $1.2B13.7% of revenue | 63.6% | 28.4% | $9.9B–$12.8B | filings |
| PLTRPalantir Technologies | $4.5BFY 2025 | 56.2% | 31.6% | $558M12.5% of revenue | 83.0% | 22.1% | $5.4B–$7.4B | filings |
Every figure is the company’s own, from its latest annual report on SEC EDGAR. The list is chosen by the house, not scored or ranked. The 80% range is Edgarette’s, method v4.1: across 2019–2025, 69.0% of outcomes landed inside it, 83.4% on the one year the method never saw. Ask her about any company at Ask Edgar & Edgarette. Foreign filers (TSMC, ASML, SAP) report on Form 20-F with different tags and are left out rather than half-read. Built 2026-10-11 · free to reuse with credit, CC BY 4.0.
Or tap watch on any row above. One note the day they file, from Edgar, each with a one-click stop link. Handled to EU GDPR and Japan APPI standards.
On Bluesky: follow Edgar & Edgarette.
Priced live by the same engine as our estimator, from the catalogue at wholesale.
Price the printing · Open the full estimator
✦ Build the kit yourselfMost buyers check what they found, or what their AI found, with one person before they commit. That person is the principal.
Jenny Huang Goodman MPA MSc MHSA, Principal
Book a time (757) 390-0424Nine boards reading every SEC filing the day it lands, ten editorial desks publishing daily, an open endpoint other AIs can query, and a 70,000-product house behind all of it. This is the public record end of it.