All 101 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.
• Alphabet82 · AThe AI-era search moat, reproducing itself.
• Meta78 · BThe deepest moat on record — blitzing from the very peak.
• Snowflake76 · BGrowth re-accelerating on AI workloads — a franchise, not a blitz anymore.
• Airbnb75 · BA score for a blitz that hasn't ended.
• Uber73 · BThe textbook blitzscaler, now in harvest mode.
• Arista Networks72 · BThe nervous system of the AI factory — 40% growth with 43% operating margins.
• Microsoft71 · 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.
• Shopify70 · BFrom blitz textbook to honor student of the defense phase.
• MercadoLibre70 · BThirty straight quarters above 30% growth — the twin-engine compounder.
• Reddit70 · 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.
• 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.
• Palantir65 · BExactly on the success threshold. An S-grade business at a debated price.
• Salesforce65 · BExactly on the threshold — a graduated blitzscaler.
• MongoDB65 · BExactly on the threshold — growth re-accelerating, moat mature.
• Datadog65 · BTwelve straight quarters of 24%+ — sitting exactly on the success line.
• Nu Holdings65 · BROE 33% and 39–56% FXN growth across 8 quarters — Mexico repeats the Brazil S-curve while the credit cycle watches.
• ServiceNow63 · BA rock-solid moat with speed as the anchor — two points below the line.
• Roblox63 · Bbookings $6.79B (+55%) against GAAP $4.89B (+36%) — the lead indicator is decelerating while the headline accelerates.
• Sea Limited63 · BShrinking Garena dependence while Shopee defends against TikTok Shop.
• Rocket Lab62 · BThe R&D blitz — near-zero debt, a $2.36B backlog, and a rocket that has not flown yet.
• Cloudflare62 · B22 straight quarters of growth — the reason it is 3 points short is all in the demerits.
• 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.
• Adobe61 · BA great business the blitz ruler was never built to crown.
• Broadcom61 · B13 straight quarters of AI semiconductor acceleration — the second blitz is underway.
• Astera Labs61 · B$34.8M → $852.5M in four years — a single unnamed customer is over 70% of it.
• Zscaler61 · BARR $3,771M (+25%) with a metering-based second curve — but the $10B ARR long-term goal is 30% of the G2 bar.
• CrowdStrike60 · BA great business — but the blitz phase is over.
• SoFi Technologies60 · BFive points below the bar: elite growth, discounted trust.
• Alibaba60 · BThe croc's second river: AI cloud +45%, while the commerce engine erodes.
• Robinhood60 · BCustomers +7%, assets +67% — the blitz moved from account counts to asset share.
• Advanced Micro Devices60 · BOpenAI and Meta each signed 6GW — demand visibility does not get better than this.
• Toast60 · BGPV $60.7B (+22%), ARR $2.4B (+25%), 180,000 locations (+22%) — the GAAP operating turnaround (−$287M to +$292M) 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.
• Maplebear (Instacart)60 · BA clean, debt-free platform whose real growth engine is advertising, not groceries.
• Nebius Group59 · CPrepaid blitz — customers fund the buildout. Highest of the neo-cloud trio.
• Affirm59 · C$50B of GMV and the first operating profit — but Amazon is 22% of it.
• Coinbase58 · CWinning share in a shrinking arena: record volume share, 3 straight GAAP losses.
• Solaris Energy Infrastructure58 · CThe pivot blitz — power revenue up 129% while the old logistics business fades.
• 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.
• Cerebras Systems57 · CThe inference challenger to NVDA — demand proven, delivery pending.
• Samsara57 · C$2.1B ARR and GAAP profitability — but the market already priced the ceiling.
• 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.
• Tesla62 · BBack to B: margin recovery funds the second blitz.
• IREN Limited56 · CThe crossover quarter: AI cloud passed mining — $13B in contracts, $137M in revenue.
• Duolingo56 · CGrowth is decelerating — the lock-in isn't.
• 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.
• Oracle55 · C$664B backlog, −$23.7B FCF: the off-balance-sheet blitz.
• CoreWeave55 · CAn A-grade business pulled to C by the balance sheet — speed bought with debt.
• 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.
• Okta55 · CGrowth slowed four years straight. Gross margin rose three. The line is about proof, not pace.
• Bloom Energy58 · CFirst $1B quarter; margins proved while the backlog's binding power is still unproven.
• Symbotic54 · CThe customer-capital blitz — a warehouse-automation landlord with 84.6% of revenue from one retailer.
• Doximity54 · 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.
• Anthropic53–76 · C–BPrivate$518B of compute contracts — both fuel and fixed cost.
• Carvana53 · Cunits +52%, SG&A/unit −41% — against 13–14% coupons and an 83% family vote.
• Core Scientific52 · CThe landlord of the AI builders — a second blitz after Chapter 11.
• 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.
• Grab52 · CSoutheast Asia's super-app turned profitable — but an undisclosed loan-loss ratio and 74.9% founder voting control take half the grade away.
• Natera52 · CA margin-proven diagnostics blitz carrying a $292.5M courtroom verdict — and a market price at twice its own bar.
• Anduril Industries52–72 · C–BPrivateDefense prime destroyer — an equity-fuelled blitz before the appropriations arrive.
• DexCom, Inc.52 · CDexcom scores 52 — a measured recovery after the 2024 collapse, with margins expanding again, but Stelo's consumer bet is still unprovable in the filings.
• Applied Digital51 · CThe AI factory landlord — sold the future, still building it.
• AST SpaceMobile51 · CThe orbital blitz — building the constellation before the service exists.
• Axon51 · C10 straight quarters above 30% growth — but the accountants keep rewriting the past.
• 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%.
• OpenAI51–68 · C–BPrivateFastest revenue scale in history — with unit economics going the wrong way.
• 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.
• Forgent Power Solutions50 · CPower-train bundling turned a roll-up into an organic grower — margins are the entrance ticket.
• Hims & Hers49 · CSpeed survived regulation — the moat is thin.
• Coupang49 · 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.
• CRISPR Therapeutics48 · CCASGEVY is approved and ramping — but product revenue is $0.
• 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.
• IonQ47 · CThe roll-up blitz — buying quantum scale instead of building it.
• Powell Industries47 · CBacklog 2× revenue but production is the bottleneck — $400M of it anonymous.
• Kratos46 · CBacklog +47% and a $1.45B record award — but unmanned systems run at 0.9% margin.
• Serve Robotics45 · CThe guidance paradox — +404% growth with a −63% guidance cut.
• Galaxy Digital44 · COne site delivered on time — one tenant, one bet.
• Recursion Pharmaceuticals44 · CPartnership-routed PMF — the second case after CRISPR — where partner cash is real and realized gross margin is 5%.
• AbCellera43 · CPlatform moat is narrative; the +267% rally is clinical momentum.
• Redwire43 · CAn acquisition blitz in space parts — headline growth, organic near zero.
• Super Micro Computer43 · CThe margin is the thesis — and the margin collapsed.
• Marqeta43 · CCard-issuing infrastructure with blitz volume and a halved take rate; Block's 2028 renewal is the whole story.
• TeraWulf41 · CA $19B contract on paper — the purest contract-first blitz.
• Firefly Aerospace41 · C$1.5B backlog, 20% margins — the contracts convert or the cash runs out.
• MP Materials40 · CDoD contracts carry the P&L. Standalone revenue is the real gate.
• Talen Energy39 · DA mature owner's second curve — bought, not built.
• Centrus Energy35 · DThe bottleneck utility — dependent on Russian supply while selling the alternative.
• AeroVironment35 · DA loitering-munition explosion behind broken controls.
• Dropbox34 · DThe limits of blitzscaling: a textbook blitz company at 34/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.
• Liberty Energy30 · DThe segment option — the blitz is the power division, not the company.
• WeWork29 · DHistorical · scored 2019Scored blind, three weeks before the IPO was pulled.
• Eos Energy Enterprises29 · DRevenue 7× but 80% is related-party — the demand may be smoke.

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