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% | $628.9B–$877.4B | filings |
| GOOGLAlphabet | $402.8BFY 2025 | 15.1% | 32.0% | $61.1B15.2% of revenue | 69.8% | 31.8% | $358.9B–$500.7B | filings |
| MSFTMicrosoft | $331.8BFY 2026 | 17.8% | 46.8% | $35.6B10.7% of revenue | 58.3% | 30.2% | $303.8B–$423.9B | filings |
| NVDANvidia | $215.9BFY 2026 | 65.5% | 60.4% | $18.5B8.6% of revenue | 76.1% | 76.3% | $308.9B–$431.0B | filings |
| METAMeta Platforms | $201.0BFY 2025 | 22.2% | 41.4% | $57.4B28.5% of revenue | 59.4% | 27.8% | $190.4B–$265.7B | filings |
| ORCLOracle | $67.4BFY 2026 | 17.3% | 30.6% | $10.3B15.3% of revenue | 16.2% | 40.7% | $60.1B–$83.8B | filings |
| AVGOBroadcom | $63.9BFY 2025 | 23.9% | 39.9% | $11.0B17.2% of revenue | 47.5% | 28.4% | $62.1B–$86.6B | filings |
| SMCISuper Micro Computer | $39.1BFY 2026 | 77.8% | 7.1% | $771M2.0% of revenue | 48.4% | 15.4% | $54.1B–$75.5B | filings |
| MUMicron Technology | $37.4BFY 2025 | 48.9% | 26.1% | $3.8B10.2% of revenue | 65.4% | 15.8% | $37.4B–$52.2B | filings |
| AMDAdvanced Micro Devices | $34.6BFY 2025 | 34.3% | 10.7% | $8.1B23.4% of revenue | 81.9% | 6.9% | $33.6B–$46.9B | filings |
| ANETArista Networks | $9.0BFY 2025 | 28.6% | 42.8% | $1.2B13.7% of revenue | 63.6% | 28.4% | $8.8B–$13.0B | filings |
| PLTRPalantir Technologies | $4.5BFY 2025 | 56.2% | 31.6% | $558M12.5% of revenue | 83.0% | 22.1% | $4.9B–$7.3B | 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 v3: on a year the method never saw, 83% of outcomes landed inside. 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 2026-09-20 · free to reuse with credit, CC BY 4.0.
Nine 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.