All 157 company scores

Every scored company, highest score first. Each page is a static record of the company's Blitz Index score and the published scorecard.

• NVIDIA87 · A2016's promise, completed. Moat finished, creative destruction done.
• Alphabet83 · AThe AI-era search moat, reproducing itself.
• Meta78 · BThe deepest moat on record — blitzing from the very peak.
• Airbnb76 · BA score for a blitz that hasn't ended.
• Snowflake76 · BGrowth re-accelerating on AI workloads — a franchise, not a blitz anymore.
• Arista Networks73 · BThe nervous system of the AI factory — 40% growth with 43% operating margins.
• Microsoft73 · BThe decelerating giant re-accelerated on AI — Azure +41% and a $37B AI run-rate — while capex at 35% of revenue quietly compresses the free cash flow that funds it.
• Uber73 · BThe textbook blitzscaler, now in harvest mode.
• Netflix, Inc.71 · BNetflix scores 71 — the highest creative destruction in coverage, with a data flywheel, 7,000+ originals and $12B of free cash flow ahead, held back only by a gate that passes on the broad market definition alone.
• Shopify71 · BFrom blitz textbook to honor student of the defense phase.
• MercadoLibre70 · BThirty straight quarters above 30% growth — the twin-engine compounder.
• AppLovin69 · BAn A-grade business with C-grade trust — speed the shorts don't believe.
• DoorDash68 · BThe winner of the delivery battle — density is the moat, regulation is the bill.
• Reddit68 · BFY2025 revenue +69% ($2.2B), 8 straight profitable quarters, and Google and OpenAI pay for the data — yet 60% of DAUq is non-logged Google organic.
• ServiceNow67 · BA rock-solid moat with speed as the anchor — two points above the line.
• Datadog66 · BThirteen straight quarters of 24%+ — one point above the success line.
• Cloudflare65 · B22 straight quarters of growth — the reason it is 3 points short is all in the demerits.
• MongoDB65 · BExactly on the threshold — growth re-accelerating, moat mature.
• Nu Holdings65 · BROE 33% and 39–56% FXN growth across 8 quarters — Mexico repeats the Brazil S-curve while the credit cycle watches.
• Palantir65 · BExactly on the success threshold. A B-grade business, graded on moat, speed and risk.
• Salesforce65 · BExactly on the threshold — a graduated blitzscaler.
• Roblox64 · Bbookings $6.79B (+55%) against GAAP $4.89B (+36%) — the lead indicator is decelerating while the headline accelerates.
• Unity Software Inc.64 · BUnity scores 64 — a mature platform re-accelerating on AI monetisation (Vector) while the engine itself grows just 2%.
• Elastic N.V.63 · BElastic scores 63 — a re-accelerating search platform two points below the 65 line, with record enterprise customer adds and a margin guide to prove.
• Sea Limited63 · BShrinking Garena dependence while Shopee defends against TikTok Shop.
• Advanced Micro Devices62 · BOpenAI and Meta each signed 6GW — demand visibility does not get better than this.
• Affirm62 · B$50B of GMV and the first operating profit — but Amazon is 22% of it.
• Anduril Industries52–72 · C–BPrivateDefense prime destroyer — an equity-fuelled blitz before the appropriations arrive.
• Figma62 · B3 straight quarters of acceleration at $1B+ scale — but the founder owns 72% of the votes.
• HubSpot62 · BPLG distribution and multi-hub lock-in are real, but decelerating growth and an unquantified AI curve stop it 3 points short of the line.
• Rocket Lab62 · BThe R&D blitz — near-zero debt, a $2.36B backlog, and a rocket that has not flown yet.
• SoFi Technologies62 · BThree points below the bar: elite growth, discounted trust.
• Tesla62 · BBack to B: margin recovery funds the second blitz.
• Adobe61 · BA great business the blitz ruler was never built to crown.
• Anthropic53–69 · C–BPrivate$518B of compute contracts — both fuel and fixed cost.
• Astera Labs61 · B$34.8M → $852.5M in four years — a single unnamed customer is over 70% of it.
• Broadcom61 · B13 straight quarters of AI semiconductor acceleration — the second blitz is underway.
• Coinbase61 · BWinning share in a shrinking arena: record volume share, GAAP profit on crypto valuation gains.
• Illumina, Inc.61 · BIllumina scores 61 — the sequencing incumbent whose NovaSeq X transition and clinical engine just clear the B threshold.
• Maplebear (Instacart)61 · BA clean, debt-free platform whose real growth engine is advertising, not groceries.
• Palo Alto Networks, Inc.61 · BPalo Alto Networks scores 61 — a platform-completing consolidator whose $11.5B scale and $21.2B RPO are real, while GAAP margin and dilution cap the score.
• PayPay Corporation61 · BPayPay scores 61 — ~75M registered users, three straight years of 27% growth and a 36% EBITDA margin, held back by SoftBank's 91.78% of the votes and a market that is one country.
• Robinhood61 · BCustomers +7%, assets +67% — the blitz moved from account counts to asset share.
• Zscaler61 · BARR $3,771M (+25%) with a metering-based second curve — but the $10B ARR long-term goal is 30% of the G2 bar.
• Alibaba60 · BThe croc's second river: AI cloud +45%, while the commerce engine erodes.
• CrowdStrike60 · BA great business — but the blitz phase is over.
• SpaceX60 · BSpaceX scores 60 — Starlink prints a 45% operating margin while the launch business loses money and a single AI customer supplies a third of quarterly revenue, with 82.4% of the votes in one person's hands.
• Toast60 · BGPV $61.8B (+20%), ARR $2.5B (+24%), 189,000 locations (+21%) — the GAAP operating turnaround (−$287M to +$292M, Q3 $165M) rides on the spread, not the gross.
• Twilio60 · BSpeed is back — organic +17% and DBNER 116% — but a ~49% gross-margin ceiling caps the moat.
• OpenAI51–68 · C–BPrivateFastest revenue scale in history — with unit economics going the wrong way.
• BILL Holdings, Inc.59 · CBILL scores 59 — a real two-sided SMB finance network with an 80.9% gross margin, growing at mature-SaaS speed.
• Garmin Ltd.59 · CGarmin scores 59 — wearables and avionics growing 12.5% with a 61% gross margin and deductions of just 1 point, held back by a creative-destruction score of only 8: a premium product, not a displacement.
• IREN Limited59 · CThe crossover quarter: AI cloud passed mining — $13B in contracts, $137M in revenue.
• Nebius Group59 · CPrepaid blitz — customers fund the buildout. Highest of the neo-cloud trio.
• Solaris Energy Infrastructure59 · CThe pivot blitz — power revenue up 129% while the old logistics business fades.
• Bloom Energy58 · CFirst $1B quarter; margins proved while the backlog's binding power is still unproven.
• Marvell Technology58 · CFY2026 +42% is pure organic growth — and optical DSP share is 60%+.
• Rubrik58 · CSubscription ARR +33% with net retention above 120% — a real data-security blitz whose market price already sits above its own growth bar.
• Veracyte, Inc.58 · CVeracyte scores 58 — a profitable cancer-diagnostics business (70.1% gross margin, operating profit) whose second curve is still proving its speed.
• e.l.f. Beauty, Inc.58 · Ce.l.f. Beauty scores 58 — a mass-prestige expander whose headline growth is acquired, not organic, and whose margin must be read ex-refund.
• Cerebras Systems57 · CThe inference challenger to NVDA — demand proven, delivery pending.
• Insulet57 · CGrowth re-accelerated to +30.7% with gross margin at 71.6% — a margin-proven blitz whose ceiling is set by a switching-cost moat, not a network.
• On Holding AG57 · COn Holding scores 57 — a premium running brand whose constant-currency growth (+21.6%) is hidden by FX, and whose margin beat tariffs without a refund.
• Pure Storage, Inc.57 · CPure Storage scores 57 — all-flash storage growing 38% with a ~70% gross margin and no debt, held back by stock-based compensation that recycles 99.6% of free cash flow.
• Samsara57 · C$2.1B ARR and GAAP profitability — but the market already priced the ceiling.
• Duolingo56 · CGrowth is decelerating — the lock-in isn't.
• GeneDx Holdings Corp.56 · CGeneDx scores 56 — guidelines and Medicaid coverage built the distribution, genomic data builds the moat, and volume growth outruns revenue growth.
• HEICO Corporation56 · CHEICO scores 56 — aerospace aftermarket growing 21% on FAA-approved parts that cut airline maintenance costs 30–50%, held back only by acquisition debt and a moat that is strong but not a platform.
• Klarna Group plc56 · CBNPL's biggest network (120M shoppers × 1,208K merchants) scores 56 — deposit-funded like a bank, yet its growth path runs through credit expansion, and credit cycles reverse.
• SentinelOne, Inc.56 · CSentinelOne scores 56 — the business turned a corner (emerging solutions are ~50% of ARR), but 9 of the points between it and the 65 line are demerits, not quality.
• Twist Bioscience Corp.56 · CTwist Bioscience scores 56 — a silicon DNA-synthesis platform whose creative destruction (C 12/15) leads, while GAAP profit still lags margin gains.
• Core Scientific55 · CThe landlord of the AI builders — a second blitz after Chapter 11.
• Elbit Systems Ltd.55 · CElbit Systems scores 55 — a mature defence contractor growing like a growth company, with a record $32.0B backlog, held back by thin hardware margins and a moat built on contracts, not platforms.
• Okta55 · CGrowth slowed four years straight. Gross margin rose three. The line is about proof, not pace.
• Oracle55 · C$664B backlog, −$23.7B FCF: the off-balance-sheet blitz.
• Tempus AI55 · CA+B+C = 69 clears the 65 line on its own — then D −14 drags it to 55. Organic diagnostics +31.2%, gross margin up 22.1pp in four years.
• Adaptive Biotechnologies54 · CA+B+C = 59 clears nothing on its own — then D −5 leaves it at 54. Core MRD +36.8%, first profitable quarter, and the cleanest balance sheet among the diagnostics scored.
• Carvana54 · Cunits +52%, SG&A/unit −41% — against 13–14% coupons and an 83% family vote.
• Futu Holdings Limited54 · CFutu scores 54 — online brokerage growing 30–68% with an 86% gross margin, held back by a CSRC fine, a US class action, and 90.3% of the votes in two hands.
• Grab54 · CSoutheast Asia's super-app turned profitable — but a 2.6% non-performing loan ratio and 74.9% founder voting control take half the grade away.
• StubHub Holdings, Inc.54 · CStubHub scores 54 — the strongest moat in the batch (B 41) on two-sided ticket liquidity, held back by demerits of −13.
• Symbotic54 · CThe customer-capital blitz — a warehouse-automation landlord with 84.6% of revenue from one retailer.
• Take-Two Interactive Software, Inc.54 · CTake-Two scores 54 — a proven catalog (recurrent spending 78% of bookings) waiting on one conversion: GTA VI Online must repeat what GTA Online did for GTA V.
• Alamar Biosciences, Inc.53 · CAlamar Biosciences scores 53 — proteomics revenue up 195% with margins improving alongside, held back by a seven-month public history and a patent suit aimed at the platform itself.
• Baidu, Inc.53 · CBaidu scores 53 — China's search leader with an AI cloud engine growing 50% and a robotaxi fleet past 23 million rides, held back by shrinking total revenue, a gross margin down from 51.7% to 39.0%, and a founder holding 60.0% of the votes.
• CoreWeave53 · CAn A-grade business pulled to C by the balance sheet — speed bought with debt.
• DexCom, Inc.53 · CDexcom scores 53 — a measured recovery after the 2024 collapse, with margins expanding again, but Stelo's consumer bet is still unprovable in the filings.
• Doximity53 · C85% of US physicians are inside the network and gross margin is 89% — but growth fell to +7.3% and demerits (−11) take back what the moat earned.
• Paymentus Holdings, Inc.53 · CPaymentus scores 53 — a bill-payment platform still growing at ~20% with $407.6M of cash and no debt, held back by decelerating growth, a shrinking take-rate, and a Class B structure that puts 85.8% of the votes in Accell-KKR's hands.
• CareDx, Inc.52 · CCareDx scores 52 — nine-month revenue up 43.3% with testing volume up 51%, held back by a moat that converts to only 48.3, Medicare at 31% of revenue, and a $96.3 million patent appeal hanging over a clean, debt-free balance sheet.
• Circle52 · CUSDC circulation +67% in 18 months — but 96% of reported revenue is interest on reserves.
• GitLab52 · CAn elite-margin DevSecOps incumbent decelerating into GitHub's shadow, its AI second curve still unproven in revenue.
• Natera52 · CA margin-proven diagnostics blitz carrying a $292.5M courtroom verdict — and a market price at twice its own bar.
• AST SpaceMobile51 · CThe orbital blitz — building the constellation before the service exists.
• Applied Digital51 · CThe AI factory landlord — sold the future, still building it.
• IonQ51 · CThe roll-up blitz — buying quantum scale instead of building it.
• Workday, Inc.51 · CWorkday scores 51 — the lowest of the mature SaaS four, not because it is deteriorating but because its AI second curve is still narrative, not numbers.
• monday.com51 · CA clean product-led climb into the enterprise — $100K+ customers +37% — on a deceleration glide that has never missed a year: 68% → 27% → guided ~20%.
• Ciena Corporation50 · CCiena scores 50 — an optical incumbent riding AI-cluster connectivity back to growth, held back by a thin moat score.
• Forgent Power Solutions50 · CPower-train bundling turned a roll-up into an organic grower — margins are the entrance ticket.
• Genius Sports Limited50 · CGenius Sports scores 50 — official sports data growing 62% with a first operating profit, held back by acquisition debt whose quarterly interest exceeds that profit, and a moat rented from league contracts.
• Axon49 · C10 straight quarters above 30% growth — but the accountants keep rewriting the past.
• Butterfly Network, Inc.49 · CButterfly Network scores 49 — handheld ultrasound growing 52% with software at half of revenue, held back by a founder who controls 71% of the votes and a cash runway of about 2.8 years.
• Hims & Hers49 · CSpeed survived regulation — the moat is thin.
• Schrödinger, Inc.49 · CSchrödinger scores 49 — all of the top 20 pharmaceutical companies license its physics-based platform and Q3 ACV re-accelerated 17%, held back by 4.8% trailing revenue growth, a software gross margin sliding from 81.5% to 74.4%, and a nine-month operating cash outflow of $96.5M against $373.4M of cash.
• Teledyne Technologies Incorporated49 · CTeledyne scores 49 — imaging and aerospace electronics with $5.5B of backlog and deductions of just 4, held back by single-digit growth: the re-acceleration is confirmed, the blitz pace is not.
• CRISPR Therapeutics48 · CCASGEVY is approved and ramping — but product revenue is $0.
• Coupang48 · CProduct Commerce +11% with $2,485M adjusted EBITDA; Developing Offerings +38% with −$995M. The breach tax: 33M accounts, a $410M provision, $1.2B in vouchers.
• Hut 848 · C949MW of contracted AI capacity — the contracts are signed, the buildings are being built.
• UiPath, Inc.48 · CUiPath scores 48 — profitability achieved, speed not restarted: every point above 48 hangs on whether agentic AI starts showing up in revenue.
• WeRide Inc.48 · CWeRide scores 48 — robotaxis and driver-assist growing 82% with overseas revenue up 164%, held back by a −190% operating margin and cash that has fallen from RMB 7.1B to 5.4B in six months.
• 908 Devices Inc.47 · C908 Devices scores 47 — handheld mass spectrometry growing 23% after a $70M divestiture sharpened the focus, held back by an 87% operating loss and a sub-1% share against Thermo, Agilent, Waters and Bruker.
• Karman Holdings Inc.47 · CKarman scores 47 — a $1,322M firm backlog (2.24x TTM revenue) and a 30% EBITDA margin that produces no cash.
• Kratos47 · CBacklog +47% and a $1.45B record award — but unmanned systems run at 0.9% margin.
• Ouster, Inc.47 · COuster scores 47 — a lidar company growing ~50% a year with product revenue up 15 straight quarters, held back by a thin moat, one customer at a quarter of revenue, and 19.8% dilution in nine months.
• Powell Industries47 · CBacklog 2× revenue but production is the bottleneck — $400M of it anonymous.
• Trimble Inc.47 · CTrimble scores 47 — a mature industrial-technology company whose subscription conversion is real and whose reported growth is masked by divestitures, held back by single-digit organic growth and an unremediated internal-control weakness.
• eToro Group Ltd.47 · CeToro scores 47 — social trading with 4.28M funded accounts and a 34% EBITDA margin, held back by 9% growth and deductions of 8 that are nearly all regulation and crypto volatility.
• Cerus Corporation46 · CCerus scores 46 — the same 46 as its draft, now confirmed by Q3 results, with a positive Phase 3 for red cells that the score does not yet count.
• Flutter Entertainment plc46 · CFlutter scores 46 — the world's largest online betting operator, holding U.S. #1 share (39% sportsbook, 27% iGaming) while defense costs eat the margin.
• Serve Robotics46 · CThe guidance paradox — +404% growth with a −63% guidance cut.
• Cameco Corporation45 · CCameco scores 45 — the uranium supplier with ~230M lbs under long-term contract and a Westinghouse stake, held back by flat 2026 deliveries, a 25.5% margin, and a gate pass that hangs on the market definition.
• Galaxy Digital45 · COne site delivered on time — one tenant, one bet.
• L3Harris Technologies, Inc.45 · CL3Harris scores 45 — a record $53.2 billion backlog and growth re-accelerating to 7.1%, held back by a single-customer moat and single-digit speed.
• Netskope, Inc.45 · CNetskope scores 45 — a ~30% grower whose moat is consolidation, funded by stock compensation at 72.8% of revenue.
• Pony AI Inc.45 · CPony AI scores 45 — robotaxi fares up 849% with breakeven claimed in Guangzhou and Shenzhen, held back by a 17.5% gross margin and cash for four to five quarters at the current burn.
• Ionis Pharmaceuticals, Inc.44 · CIonis scores 44 — a 30-year antisense platform with commercial revenue up 49%, held back by a TRYNGOLZA ramp cut in half, structural operating losses, and a pipeline miss.
• Recursion Pharmaceuticals44 · CPartnership-routed PMF — the second case after CRISPR — where partner cash is real and realized gross margin is 5%.
• Securitize Corp.44 · CSecuritize scores 44 — tokenized assets up 147% in volume with the #1 market share, held back by a BUIDL concentration of 60%+, a revenue-conversion gap, and a swing to an adjusted EBITDA loss.
• AbCellera43 · CPlatform moat is narrative; the +267% rally is clinical momentum.
• Marqeta43 · CCard-issuing infrastructure with blitz volume and a halved take rate; Block's 2028 renewal is the whole story.
• Redwire43 · CAn acquisition blitz in space parts — headline growth, organic near zero.
• Super Micro Computer43 · CThe margin is the thesis — and the margin collapsed.
• Guardant Health, Inc.42 · CGuardant Health scores 42 — nine-month revenue up 42.4% with Shield screening up 180%, held back by negative equity of $275.9 million, $1,493.2 million of convertible debt, a willful-infringement verdict, and two False Claims Act investigations — and the deductions land exactly on the FLAG line.
• MP Materials42 · CDoD contracts carry the P&L. Standalone revenue is the real gate.
• 10x Genomics, Inc.41 · C10x Genomics scores 41 — three flat years, a patent-settlement cash pile, and a second act (Atera) still booked, not billed.
• Firefly Aerospace41 · C$1.5B backlog, 20% margins — the contracts convert or the cash runs out.
• TeraWulf41 · CA $19B contract on paper — the purest contract-first blitz.
• American Superconductor Corporation39 · DAmerican Superconductor scores 39 — a grid-equipment company growing +42.8% a quarter with a $423.1M backlog, held back by acquisition-driven growth, the thinnest moat of the recent trio, and a Wind division that is one customer.
• Personalis, Inc.39 · DPersonalis scores 39 — clinical test volume nearly tripled and clinical revenue rose 11×, held back by a 25.7% gross margin, one pharma customer at 67% of revenue, and a Tempus merger vote on 2026-11-30.
• Talen Energy39 · DA mature owner's second curve — bought, not built.
• Intuitive Machines, Inc.38 · DIntuitive Machines scores 38 — six-month revenue up 248% on an acquisition, a $1.76 billion backlog and repeat NASA orders, held back by a DOJ investigation, a single customer at 78% of revenue, and the thinnest moat on the board.
• Honeywell Aerospace Inc37 · DHoneywell Aerospace scores 37 — $18.0B of aerospace revenue at a 25% EBIT margin with a $19.3B backlog, held back by 2–5% growth, a $14.3B spin-off debt load, and a DOJ settlement plus a class action in its first quarter.
• Kodiak AI Inc36 · DKodiak AI scores 36 — driverless trucking up 286% with a binding 75-truck contract, held back by a ~3-quarter runway, deductions of 14 (one point from FLAG), and a margin still unproven.
• AeroVironment35 · DA loitering-munition explosion behind broken controls.
• Centrus Energy35 · DThe bottleneck utility — dependent on Russian supply while selling the alternative.
• EVgo Inc.35 · DEVgo scores 35 — sixteen straight quarters of double-digit charging growth prove the core, while decelerating total revenue, policy-dependent capital, and a sales-process control weakness cap the score.
• Aurora Innovation, Inc.34 · DAurora scores 34 — the first driverless commercial trucking, with the highest creative destruction in its batch, held back by $7M of revenue, a gross loss, and a ~17-month runway.
• Rivian Automotive, Inc.34 · DRivian scores 34 — R2 shipments and a record quarter prove the second curve has started, while negative auto gross margin and a 6-quarter runway cap the score.
• Dropbox33 · DThe limits of blitzscaling: a textbook blitz company at 33/D.
• Cipher Digital32 · DSold before built — the presale blitz of the AI era.
• Fermi31 · DContracted but unbuilt — the stock is down 85% and the founder is gone.
• Eos Energy Enterprises30 · DRevenue 7× but 80% is related-party — the demand may be smoke.
• Liberty Energy30 · DThe segment option — the blitz is the power division, not the company.
• Pacific Biosciences of California, Inc.29 · DPacific Biosciences scores 29 — long-read sequencing's pioneer, held back by a $641M convertible wall, a third straight guidance cut, and a CFO resignation weeks before the print.
• WeWork29 · DHistorical · scored 2019Scored blind, three weeks before the IPO was pulled.
• Voyager Technologies, Inc.19 · DVoyager scores 19 — record orders ($113.0M bookings, 2.1x book-to-bill) against a collapsing gross margin (8.4%) and 20 points of demerits.

BlitzLab scores businesses against a scholar’s standard — not investment advice. No price targets, no buy/sell recommendations.