Next Arc Research

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Next Arc Research Company Analysis
10 of 108
Total Stocks
Month
Update Cadence
# Symbol Segments Company Multiple Thesis
1 FIVN ai cloud communications enterprise software Five9, Inc. 7.5x Agentic AI turns contact-center labor into software; with deep enterprise integrations (ServiceNow, Epic, Google Cloud) and rising AI attach, Five9 can compound seats, expand ARPU via AI agents/WEM, and re-rate off scaled, profitable growth by 2030.
2 NBIS ai cloud enterprise hardware Nebius Group N.V. 4.8x Contracted AI compute (Microsoft) plus rapid campus build-outs and an in‑house AI cloud stack give Nebius a credible path to multi‑billion revenues by 2030; today’s re‑rate still leaves room if execution stays tight and capacity is financed against offtake.
3 CRWV ai cloud enterprise hardware software CoreWeave, Inc. 4.3x Privileged NVIDIA supply, multi‑year take‑or‑pay contracts (incl. $22.4B with OpenAI) and a growing software layer position CoreWeave to scale from sub‑$6B revenue in 2025 to a multi‑tens‑of‑billions AI utility by 2030—if power and capital are secured.
4 AMZN advertising ai cloud software space Amazon.com, Inc. 2.2x By 2030, AWS’s AI-first capacity, retail media’s closed-loop data, and Prime distribution compounding with Kuiper form a multi-rail platform capable of doubling EV as mix shifts to higher-margin compute, ads, and services.
5 MSFT ai cloud cybersecurity enterprise software Microsoft Corporation 2.1x Distribution + trust + the most complete enterprise AI stack positions Microsoft to compound Azure, Copilot and Fabric into a larger, higher‑recurring revenue base by 2030 while recycling cash into compute, energy and data moats.
6 META advertising ai hardware media software Meta Platforms, Inc. 2.0x Distribution at 3.5B people + the most scaled ad engine funds an AI-and-glasses platform push. By 2030, Meta can expand beyond social ads into business messaging, AI agents and wearables, compounding revenue and sustaining premium platform economics despite heavy compute capex.
7 GOOG advertising ai cloud media software Alphabet Inc. 2.0x Owns the world’s largest attention graph and a fast-scaling AI cloud. By 2030, ads remain durable while Cloud, subscriptions/agents, and Waymo add new SKUs; heavy capex converts into compute capacity and distribution moats keep monetization efficient.
8 PLTR ai defense enterprise software Palantir Technologies Inc. 2.0x Trusted, shipping AI ops stack for defense and regulated industries with AIP agents, hyperscaler distribution and forward‑deployed delivery; revenue can scale materially by 2030, but today’s multiple already prices leadership so upside is modest.
9 TSM ai hardware semiconductors Taiwan Semiconductor Manufacturing Company Limited 1.9x TSMC is the capacity and yield arbiter for AI/HPC compute. With N2/A16 leadership and integrated 3DFabric packaging, it captures a rising share of scarce advanced wafers—lifting revenue and durability—yet its trillion‑plus valuation compresses upside to disciplined execution rather than multiple expansion.
10 NVDA ai hardware networking semiconductors software NVIDIA Corporation 1.7x The default AI compute, systems, and networking stack keeps compounding into a rack‑scale platform (CUDA/NVLink + Blackwell/Rubin + Spectrum‑X/Photonics + NIM/DGX Cloud). Demand expands with power‑constrained giga‑scale AI factories, but today’s size and premium compress upside to disciplined, non‑linear yet moderate multiple expansion by 2030.

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# Symbol Segments Company Action Description
11 AISP ai defense enterprise hardware software Airship AI Holdings, Inc. Upgrade Airship AI provides an edge-to-cloud, AI-driven video, sensor and digital evidence management platform for public sector and enterprise security.
12 BEAM biotech healthcare Beam Therapeutics Inc. Upgrade Clinical-stage biotech developing precision genetic medicines using base editing, with ex vivo (BEAM-101) and in vivo (BEAM-302/301) programs.
13 BFLY ai hardware healthcare medical devices software Butterfly Network, Inc. Upgrade Butterfly makes handheld ultrasound probes built on ultrasound‑on‑chip with cloud software, AI and services for point‑of‑care and remote imaging.
14 CRNC ai automotive cloud software Cerence Inc. Upgrade Cerence provides embedded and cloud conversational AI for automotive, powering OEM-branded voice assistants and connected in-car experiences.
15 DNA ai automation biotech defense software Ginkgo Bioworks Holdings, Inc. Upgrade Horizontal cell‑engineering and biosecurity platform delivering R&D services, model‑ready biological datasets, and modular lab automation.
16 HURA biotech healthcare TuHURA Biosciences, Inc. Upgrade Clinical‑stage immuno‑oncology company running an SPA‑backed Phase 3 adjunct to Keytruda in Merkel cell carcinoma and advancing a VISTA inhibitor for AML.
17 PATH ai automation cloud enterprise software UiPath, Inc. Upgrade UiPath provides an enterprise automation platform that orchestrates RPA, AI agents, and people to automate complex business processes.
18 RLAY ai biotech healthcare software Relay Therapeutics, Inc. Upgrade Clinical‑stage precision medicines company using a compute‑driven platform (Dynamo) to design mutant‑selective small‑molecule drugs in oncology and genetic disease.
19 S ai cloud cybersecurity enterprise software SentinelOne, Inc. Upgrade AI‑native cybersecurity platform providing autonomous endpoint/XDR, cloud security (CNAPP), and AI SIEM with an open security data lake.