The AI 100's free cash flow as a share of what the market pays for it: the cash return on the price, after capital spending.
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82 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Free cash flow | Market cap | Its own figure | Share of market cap |
|---|---|---|---|---|
| NVIDIANVDA | $127.01B | $5.01T | 2.5% | 14.5% |
| AlphabetGOOGL | $53.27B | $4.33T | 1.2% | 12.6% |
| AppleAAPL | $136.68B | $4.17T | 3.3% | 12.1% |
| MicrosoftMSFT | $66.99B | $2.77T | 2.4% | 8.0% |
| AmazonAMZN | −$7.60B | $2.56T | -0.3% | 7.4% |
| BroadcomAVGO | $32.76B | $1.99T | 1.6% | 5.8% |
| TeslaTSLA | $5.76B | $1.58T | 0.4% | 4.6% |
| Meta PlatformsMETA | $40.98B | $1.43T | 2.9% | 4.2% |
| MicronMU | $26.17B | $1.04T | 2.5% | 3.0% |
| AMDAMD | $8.37B | $850.49B | 1.0% | 2.5% |
| OracleORCL | −$23.69B | $649.35B | -3.6% | 1.9% |
| IntelINTC | $2.83B | $644.94B | 0.4% | 1.9% |
| Lam ResearchLRCX | $4.89B | $474.08B | 1.0% | 1.4% |
| Cisco SystemsCSCO | $12.77B | $449.99B | 2.8% | 1.3% |
| Applied MaterialsAMAT | $5.62B | $425.76B | 1.3% | 1.2% |
| KLAKLAC | $3.77B | $394.12B | 1.0% | 1.1% |
| GE VernovaGEV | $12.64B | $315.71B | 4.0% | 0.9% |
| Palantir TechnologiesPLTR | $3.36B | $279.69B | 1.2% | 0.8% |
| Palo Alto NetworksPANW | $4.11B | $270.44B | 1.5% | 0.8% |
| Dell TechnologiesDELL | $8.56B | $262.72B | 3.3% | 0.8% |
| SanDiskSNDK | $11.49B | $258.42B | 4.4% | 0.8% |
| AmphenolAPH | $4.73B | $216.91B | 2.2% | 0.6% |
| Arista NetworksANET | $5.16B | $213.91B | 2.4% | 0.6% |
| QualcommQCOM | $10.43B | $199.62B | 5.2% | 0.6% |
| CrowdStrikeCRWD | $1.53B | $194.34B | 0.8% | 0.6% |
| SeagateSTX | $3.10B | $183.90B | 1.7% | 0.5% |
| AppLovinAPP | $4.53B | $173.09B | 2.6% | 0.5% |
| EatonETN | $4.00B | $165.46B | 2.4% | 0.5% |
| MarvellMRVL | $1.72B | $164.08B | 1.1% | 0.5% |
| Uber TechnologiesUBER | $10.12B | $146.89B | 6.9% | 0.4% |
| Intuitive SurgicalISRG | $3.27B | $140.84B | 2.3% | 0.4% |
| VertivVRT | $2.92B | $128.61B | 2.3% | 0.4% |
| Quanta ServicesPWR | $2.39B | $108.05B | 2.2% | 0.3% |
| CadenceCDNS | $1.68B | $103.52B | 1.6% | 0.3% |
| EquinixEQIX | −$2.58B | $102.80B | -2.5% | 0.3% |
| SnowflakeSNOW | $1.20B | $101.65B | 1.2% | 0.3% |
| CumminsCMI | $3.37B | $98.42B | 3.4% | 0.3% |
| DatadogDDOG | $1.07B | $92.68B | 1.2% | 0.3% |
| Constellation EnergyCEG | $285.0M | $89.71B | 0.3% | 0.3% |
| CloudflareNET | $314.9M | $86.70B | 0.4% | 0.3% |
| Bloom EnergyBE | $624.9M | $86.10B | 0.7% | 0.3% |
| Astera LabsALAB | $276.7M | $82.79B | 0.3% | 0.2% |
| CoherentCOHR | −$1.02B | $77.17B | -1.3% | 0.2% |
| SynopsysSNPS | $2.75B | $74.44B | 3.7% | 0.2% |
| Nebius GroupNBIS | −$5.88B | $70.12B | -8.4% | 0.2% |
| Comfort SystemsFIX | $2.16B | $69.77B | 3.1% | 0.2% |
| TeradyneTER | $799.9M | $68.39B | 1.2% | 0.2% |
| Monolithic PowerMPWR | $585.5M | $67.92B | 0.9% | 0.2% |
| LumentumLITE | $342.5M | $63.56B | 0.5% | 0.2% |
| Hewlett Packard EnterpriseHPE | $4.57B | $63.43B | 7.2% | 0.2% |
| Digital RealtyDLR | $35.5M | $63.11B | 0.1% | 0.2% |
| Rockwell AutomationROK | $1.50B | $55.09B | 2.7% | 0.2% |
| KeysightKEYS | $1.47B | $54.53B | 2.7% | 0.2% |
| CoreWeaveCRWV | −$13.65B | $54.31B | -25.1% | 0.2% |
| FlexFLEX | $833.0M | $53.75B | 1.5% | 0.2% |
| VistraVST | $2.42B | $53.49B | 4.5% | 0.2% |
| CienaCIEN | $814.4M | $53.37B | 1.5% | 0.2% |
| GlobalFoundriesGFS | $803.0M | $45.19B | 1.8% | 0.1% |
| Axon EnterpriseAXON | $133.2M | $45.19B | 0.3% | 0.1% |
| Credo TechnologyCRDO | $438.6M | $38.60B | 1.1% | 0.1% |
| NRG EnergyNRG | $348.0M | $30.82B | 1.1% | 0.1% |
| HubbellHUBB | $901.4M | $27.65B | 3.3% | 0.1% |
| Symbotic IncSYM | $737.3M | $24.86B | 3.0% | 0.1% |
| ZscalerZS | $779.1M | $24.45B | 3.2% | 0.1% |
| Onto InnovationONTO | $252.5M | $18.83B | 1.3% | 0.1% |
| FabrinetFN | $5.6M | $18.80B | 0.0% | 0.1% |
| BWX TechnologiesBWXT | $316.8M | $17.83B | 1.8% | 0.1% |
| Super Micro ComputerSMCI | −$6.97B | $17.64B | -39.5% | 0.1% |
| Talen EnergyTLN | $444.0M | $17.44B | 2.5% | 0.1% |
| GeneracGNRC | $382.3M | $17.24B | 2.2% | 0.1% |
| AlcoaAA | $362.0M | $13.76B | 2.6% | 0.0% |
| Applied DigitalAPLD | −$2.78B | $13.51B | -20.5% | 0.0% |
| TrimbleTRMB | $773.1M | $12.36B | 6.3% | 0.0% |
| CognexCGNX | $275.0M | $11.28B | 2.4% | 0.0% |
| Globus MedicalGMED | $755.6M | $10.73B | 7.0% | 0.0% |
| OkloOKLO | −$275.8M | $9.10B | -3.0% | 0.0% |
| Kratos DefenseKTOS | −$128.9M | $8.85B | -1.5% | 0.0% |
| AeroVironmentAVAV | −$44.8M | $7.56B | -0.6% | 0.0% |
| AmbarellaAMBA | $9.7M | $3.77B | 0.3% | 0.0% |
| NuScale PowerSMR | −$778.8M | $3.67B | -21.2% | 0.0% |
| Fluence EnergyFLNC | −$131.9M | $3.66B | -3.6% | 0.0% |
| Centrus EnergyLEU | −$163.8M | $3.30B | -5.0% | 0.0% |