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Find all Information Technology companies where operating margins improved >200 bps YoY, revenue growth >10%, and market cap >$2B. Show top 10 ranked by margin improvement.

I'll screen for Information Technology companies meeting your criteria. Let me first read the batch-fundamentals skill to efficiently screen across the sector.

  2. Read batch-fundamentals skill for screening
  3. Fetch margins and revenues for YoY comparison

    Input

    python /public/skills/batch-fundamentals/fetch_batch_fundamentals.py --metrics "EBIT Margin %" "Revenues" --relative-quarters 0 -4

    Output

    stdout: Fetching financial fundamentals for all companies... { "A": { "metrics": { "EBIT Margin %": { "0": { "value": 23.1875 }, "-4": { "value": 24.9683 } }, "Revenues": { "0": { "value": 1738.0 }, "-4": { "value": 1578.0 } } } ...113597 more lines Full output saved to: /tmp/fundamentals_20260107_191331.json exit_code: 0
  4. Get IT companies with market cap > $2B

    Input

    sqlite3 /public/companies.sqlite "SELECT ticker, company_name, market_cap_mm_usd FROM companies WHERE gics_code LIKE '45%' AND market_cap_mm_usd > 2000 ORDER BY market_cap_mm_usd DESC" | head -500

    Output

    stdout: NVDA|NVIDIA Corporation|4571127.88 AAPL|Apple Inc.|3949128.10278 MSFT|Microsoft Corporation|3514399.774166 AVGO|Broadcom Inc.|1628248.248052 V|Visa Inc.|676549.646959 ORCL|Oracle Corporation|553336.1067 MA|Mastercard Incorporated|510573.499297 PLTR|Palantir Technologies Inc.|414813.260265 AMD|Advanced Micro Devices, Inc.|359927.423663 MU|Micron Technology, Inc.|351327.715821 CSCO|Cisco Systems, Inc.|298623.727071 IBM|International Business Machines Corporation|275718.843713 LRCX|Lam Research Corporation|244624.4028 CRM|Salesforce, Inc.|240115.62 AMAT|Applied Materials, Inc.|225449.657821 SHOP|Shopify Inc.|216379.307577 APP|AppLovin Corporation|213895.09905 INTC|Intel Corporation|196250.656001 QCOM|QUALCOMM Incorporated|187421.66059 KLAC|KLA Corporation|177701.567528 INTU|Intuit Inc.|176381.240965 ANET|Arista Networks, Inc.|172761.318753 APH|Amphenol Corporation|171220.884459 ACN|Accenture plc|162428.67692 TXN|Texas Instruments Incorporated|160980.740453 NOW|ServiceNow, Inc.|153121.352166 ADBE|Adobe Inc.|138791.016 ADI|Analog Devices, Inc.|135776.184557 PANW|Palo Alto Networks, Inc.|126937.64 ARM|Arm Holdings plc|123192.71 CRWD|CrowdStrike Holdings, Inc.|115095.542782 SNPS|Synopsys, Inc.|94547.544223 DELL|Dell Technologies Inc.|82180.137916 CDNS|Cadence Design Systems, Inc.|81992.38522 SNOW|Snowflake Inc.|76775.992 MRVL|Marvell Technology, Inc.|76524.063 GLW|Corning Incorporated|76039.293521 INFY|Infosys Limited|72042.863472 NET|Cloudflare, Inc.|69236.575073 TEL|TE Connectivity plc|68075.391524 WDC|Western Digital Corporation|64236.036914 MSI|Motorola Solutions, Inc.|63737.266634 STX|Seagate Technology Holdings plc|63145.85741 ADSK|Autodesk, Inc.|61076.280533 FTNT|Fortinet, Inc.|57959.933069 NXPI|NXP Semiconductors N.V.|56344.880567 PYPL|PayPal Holdings, Inc.|55474.804293 WDAY|Workday, Inc.|54940.7 MSTR|Strategy Inc|49713.497991 DDOG|Datadog, Inc.|46863.638896 ROP|Roper Technologies, Inc.|46462.773033 MPWR|Monolithic Power Systems, Inc.|45752.62221 XYZ|Block, Inc.|41655.675107 TEAM|Atlassian Corporation|40487.53576 SNDK|Sandisk Corporation|40167.2953 CTSH|Cognizant Technology Solutions Corporation|39398.43159 FICO|Fair Isaac Corporation|39202.435033 CRWV|CoreWeave, Inc.|38300.683972 MCHP|Microchip Technology Incorporated|36242.364688 FI|Fiserv, Inc.|36030.69791 KEYS|Keysight Technologies, Inc.|35878.85246 ZS|Zscaler, Inc.|35523.806294 TER|Teradyne, Inc.|34375.522508 MDB|MongoDB, Inc.|34251.280443 UI|Ubiquiti Inc.|34139.955316 CLS|Celestica Inc.|33786.72813 CIEN|Ciena Corporation|32523.358311 HPE|Hewlett Packard Enterprise Company|32202.285416 COHR|Coherent Corp.|31814.16525 FSLR|First Solar, Inc.|29187.814352 ALAB|Astera Labs, Inc.|28225.483269 AFRM|Affirm Holdings, Inc.|26669.94995 BR|Broadridge Financial Solutions, Inc.|26009.234696 ZM|Zoom Communications, Inc.|25621.616847 CRDO|Credo Technology Group Holding Ltd|25331.792272 LITE|Lumentum Holdings Inc.|25319.340259 STM|STMicroelectronics N.V.|24713.410207 JBL|Jabil Inc.|23868.522182 ON|ON Semiconductor Corporation|23615.589 NBIS|Nebius Group N.V.|23375.264418 PSTG|Pure Storage, Inc.|22999.757069 FLEX|Flex Ltd.|22834.552754 CYBR|CyberArk Software Ltd.|22283.555229 VRSN|VeriSign, Inc.|22178.475 CPAY|Corpay, Inc.|21589.755662 SSNC|SS&C Technologies Holdings, Inc.|21518.253683 NTAP|NetApp, Inc.|20812.181367 TWLO|Twilio Inc.|20655.730324 GFS|GlobalFoundries Inc.|20632.461706 PTC|PTC Inc.|20586.191171 TOST|Toast, Inc.|20286.0 CRCL|Circle Internet Group, Inc.|19968.330116 HUBS|HubSpot, Inc.|19886.60287 HPQ|HP Inc.|19883.544768 CHKP|Check Point Software Technologies Ltd.|19871.359042 IOT|Samsara Inc.|19779.699073 U|Unity Software Inc.|19645.478622 TYL|Tyler Technologies, Inc.|18979.53082 TRMB|Trimble Inc.|18859.994657 FIG|Figma, Inc.|18371.584986 GPN|Global Payments Inc.|18234.001006 SMCI|Super Micro Computer, Inc.|17950.921969 CDW|CDW Corporation|17395.174912 IONQ|IonQ, Inc.|17256.958877 IT|Gartner, Inc.|17253.106198 FN|Fabrinet|16369.452249 GEN|Gen Digital Inc.|16120.959036 GDDY|GoDaddy Inc.|16026.441632 IREN|IREN Limited|15839.203318 GWRE|Guidewire Software, Inc.|15808.465585 FFIV|F5, Inc.|15803.860384 OKTA|Okta, Inc.|15544.862683 WIGBY|WiseTech Global Limited|14847.821744 LOGI|Logitech International S.A.|14723.185574 RBRK|Rubrik, Inc.|14710.403557 BMNR|Bitmine Immersion Technologies, Inc.|14201.828165 ENTG|Entegris, Inc.|14141.248 NTNX|Nutanix, Inc.|13671.420157 TSEM|Tower Semiconductor Ltd.|13385.586608 JKHY|Jack Henry & Associates, Inc.|13133.554372 DOCU|DocuSign, Inc.|12885.548091 DT|Dynatrace, Inc.|12852.444992 ZBRA|Zebra Technologies Corporation|12798.803538 MTSI|MACOM Technology Solutions Holdings, Inc.|12795.555323 SNX|TD SYNNEX Corporation|12471.393114 AKAM|Akamai Technologies, Inc.|12359.46251 BSY|Bentley Systems, Incorporated|11968.610339 AMKR|Amkor Technology, Inc.|11897.420122 MKSI|MKS Inc.|11834.589624 EPAM|EPAM Systems, Inc.|11413.677304 NVMI|Nova Ltd.|11353.335416 PCOR|Procore Technologies, Inc.|11333.752794 CXT|Crane Company|11195.106926 LSCC|Lattice Semiconductor Corporation|11023.615492 SAIL|SailPoint, Inc.|10816.912137 QBTS|D-Wave Quantum Inc.|10727.732043 CFLT|Confluent, Inc.|10647.500388 RMBS|Rambus Inc.|10495.887967 MANH|Manhattan Associates, Inc.|10039.02395 PEGA|Pegasystems Inc.|9964.424589 MBLY|Mobileye Global Inc.|9366.538199 TTAN|ServiceTitan, Inc.|9316.903616 ONTO|Onto Innovation Inc.|8847.159601 KVYO|Klaviyo, Inc.|8783.588195 DOX|Amdocs Limited|8748.23064 SITM|SiTime Corporation|8692.292808 IDCC|InterDigital, Inc.|8646.050343 APLD|Applied Digital Corporation|8625.024598 AEIS|Advanced Energy Industries, Inc.|8592.76057 PATH|UiPath Inc.|8572.037434 APPF|AppFolio, Inc.|8398.416306 SANM|Sanmina Corporation|8364.643877 QRVO|Qorvo, Inc.|8044.075942 G|Genpact Limited|8034.512111 OTEX|Open Text Corporation|7967.254793 ESTC|Elastic N.V.|7830.252768 INFA|Informatica Inc.|7644.313514 MNDY|monday.com Ltd.|7360.002229 DSGX|The Descartes Systems Group Inc.|7267.777569 PONY|Pony AI Inc.|7136.093962 NICE|NICE Ltd.|7081.205502 TTMI|TTM Technologies, Inc.|7025.455992 DBX|Dropbox, Inc.|6975.612094 FROG|JFrog Ltd.|6965.076537 CWAN|Clearwater Analytics Holdings, Inc.|6944.512171 SMTC|Semtech Corporation|6879.427837 QS|QuantumScape Corporation|6812.844486 NTSK|Netskope, Inc.|6744.389466 LFUS|Littelfuse, Inc.|6736.653384 EXLS|ExlService Holdings, Inc.|6601.825919 GTLB|GitLab Inc.|6315.97131 HUT|Hut 8 Corp.|6293.133814 CGNX|Cognex Corporation|6261.30613 DLB|Dolby Laboratories, Inc.|6080.628234 CRUS|Cirrus Logic, Inc.|6038.936234 KD|Kyndryl Holdings, Inc.|6006.671039 OLED|Universal Display Corporation|5857.680006 ARW|Arrow Electronics, Inc.|5819.753 CAMT|Camtek Ltd.|5669.523917 MIR|Mirion Technologies, Inc.|5646.615802 WIX|Wix.com Ltd.|5545.795411 CVLT|Commvault Systems, Inc.|5537.369979 RIOT|Riot Platforms, Inc.|5499.02828 BILL|BILL Holdings, Inc.|5375.409176 ZETA|Zeta Global Holdings Corp.|5330.284534 PI|Impinj, Inc.|5322.692354 ALGM|Allegro MicroSystems, Inc.|5266.63683 WEX|WEX Inc.|5218.713505 BMI|Badger Meter, Inc.|5217.036038 VSAT|Viasat, Inc.|5207.662768 LIF|Life360, Inc.|5095.388282 INGM|Ingram Micro Holding Corporation|5058.763535 S|SentinelOne, Inc.|5033.459801 FORM|FormFactor, Inc.|4859.54681 ACIW|ACI Worldwide, Inc.|4734.832115 WK|Workiva Inc.|4720.930201 QLYS|Qualys, Inc.|4698.155514 ONDS|Ondas Holdings Inc.|4690.717555 DOCN|DigitalOcean Holdings, Inc.|4630.417306 SLAB|Silicon Laboratories Inc.|4531.40629 ENPH|Enphase Energy, Inc.|4449.230106 CLBT|Cellebrite DI Ltd.|4415.112054 QTWO|Q2 Holdings, Inc.|4411.491852 FOUR|Shift4 Payments, Inc.|4401.612327 DLO|DLocal Limited|4353.126031 ITRI|Itron, Inc.|4339.191143 COMM|CommScope Holding Company, Inc.|4127.452411 PLXS|Plexus Corp.|4111.548621 BOX|Box, Inc.|4087.721925 VIAV|Viavi Solutions Inc.|4042.1313 MARA|MARA Holdings, Inc.|4004.972298 NOVT|Novanta Inc.|3989.641716 AVT|Avnet, Inc.|3972.131119 VRNS|Varonis Systems, Inc.|3874.10554 PAY|Paymentus Holdings, Inc.|3708.920951 CALX|Calix, Inc.|3599.475248 BRZE|Braze, Inc.|3575.185766 INTA|Intapp, Inc.|3494.164414 YOU|Clear Secure, Inc.|3470.360015 OS|OneStream, Inc.|3457.902374 SPSC|SPS Commerce, Inc.|3409.656279 AMBA|Ambarella, Inc.|3319.622975 WNS|WNS (Holdings) Limited|3280.52593 FRSH|Freshworks Inc.|3276.511769 AGYS|Agilysys, Inc.|3242.552335 IPGP|IPG Photonics Corporation|3237.266364 BL|BlackLine, Inc.|3224.772272 IFHLY|INFICON Holding AG|3212.663782 SIMO|Silicon Motion Technology Corporation|3180.191838 EEFT|Euronet Worldwide, Inc.|3161.760011 CLSK|CleanSpark, Inc.|3143.676373 VERX|Vertex, Inc.|3120.366975 SYNA|Synaptics Incorporated|3086.454178 ASAN|Asana, Inc.|3053.848012 BTDR|Bitdeer Technologies Group|2955.522897 GLOB|Globant S.A.|2937.941786 ACMR|ACM Research, Inc.|2919.440295 BLKB|Blackbaud, Inc.|2871.031613 TDC|Teradata Corporation|2842.6 NCNO|nCino, Inc.|2809.781716 NATL|NCR Atleos Corporation|2799.488671 TENB|Tenable Holdings, Inc.|2750.885331 ACLS|Axcelis Technologies, Inc.|2733.456857 KLIC|Kulicke and Soffa Industries, Inc.|2687.79279 QUBT|Quantum Computing Inc.|2680.514715 NSIT|Insight Enterprises, Inc.|2658.359218 CNXC|Concentrix Corporation|2654.657198 FORTY|Formula Systems (1985) Ltd.|2616.908445 ALRM|Alarm.com Holdings, Inc.|2567.307129 BBAI|BigBear.ai Holdings, Inc.|2566.92122 APPN|Appian Corporation|2492.270151 FIS|Certegy Inc.|2488.50336 ALKT|Alkami Technology, Inc.|2485.44494 DXC|DXC Technology Company|2443.099276 SPNS|Sapiens International Corporation N.V.|2428.882677 DIOD|Diodes Incorporated|2413.428771 AAOI|Applied Optoelectronics, Inc.|2389.113281 RNG|RingCentral, Inc.|2383.809326 SEZL|Sezzle Inc.|2367.151499 DBD|Diebold Nixdorf, Incorporated|2343.918644 BB|BlackBerry Limited|2291.085364 PLUS|ePlus inc.|2265.601772 PTRN|Pattern Group Inc.|2245.105519 EXTR|Extreme Networks, Inc.|2226.412675 BELFA|Bel Fuse Inc.|2179.932461 MQ|Marqeta, Inc.|2160.887302 EVCM|EverCommerce Inc.|2130.884462 NN|NextNav Inc.|2105.311921 CSGS|CSG Systems International, Inc.|2098.186675 VSH|Vishay Intertechnology, Inc.|2090.77305 POWI|Power Integrations, Inc.|2087.28003 AVDX|AvidXchange Holdings, Inc.|2076.98753 ASGN|ASGN Incorporated|2041.487 ADEA|Adeia Inc.|2019.367922 DQ|Daqo New Energy Corp.|2009.019181 exit_code: 0

Now let me analyze the fundamentals data to find companies matching your criteria:

  1. Screen IT companies for margin improvement and revenue growth

    Input

    python3 << 'EOF' import json # Load fundamentals data with open('/tmp/fundamentals_20260107_191331.json', 'r') as f: data = json.load(f) # IT companies with market cap > $2B (from the query above) it_companies = { 'NVDA': ('NVIDIA Corporation', 4571127.88), 'AAPL': ('Apple Inc.', 3949128.10), 'MSFT': ('Microsoft Corporation', 3514399.77), 'AVGO': ('Broadcom Inc.', 1628248.25), 'V': ('Visa Inc.', 676549.65), 'ORCL': ('Oracle Corporation', 553336.11), 'MA': ('Mastercard Incorporated', 510573.50), 'PLTR': ('Palantir Technologies Inc.', 414813.26), 'AMD': ('Advanced Micro Devices, Inc.', 359927.42), 'MU': ('Micron Technology, Inc.', 351327.72), 'CSCO': ('Cisco Systems, Inc.', 298623.73), 'IBM': ('International Business Machines Corporation', 275718.84), 'LRCX': ('Lam Research Corporation', 244624.40), 'CRM': ('Salesforce, Inc.', 240115.62), 'AMAT': ('Applied Materials, Inc.', 225449.66), 'SHOP': ('Shopify Inc.', 216379.31), 'APP': ('AppLovin Corporation', 213895.10), 'INTC': ('Intel Corporation', 196250.66), 'QCOM': ('QUALCOMM Incorporated', 187421.66), 'KLAC': ('KLA Corporation', 177701.57), 'INTU': ('Intuit Inc.', 176381.24), 'ANET': ('Arista Networks, Inc.', 172761.32), 'APH': ('Amphenol Corporation', 171220.88), 'ACN': ('Accenture plc', 162428.68), 'TXN': ('Texas Instruments Incorporated', 160980.74), 'NOW': ('ServiceNow, Inc.', 153121.35), 'ADBE': ('Adobe Inc.', 138791.02), 'ADI': ('Analog Devices, Inc.', 135776.18), 'PANW': ('Palo Alto Networks, Inc.', 126937.64), 'ARM': ('Arm Holdings plc', 123192.71), 'CRWD': ('CrowdStrike Holdings, Inc.', 115095.54), 'SNPS': ('Synopsys, Inc.', 94547.54), 'DELL': ('Dell Technologies Inc.', 82180.14), 'CDNS': ('Cadence Design Systems, Inc.', 81992.39), 'SNOW': ('Snowflake Inc.', 76775.99), 'MRVL': ('Marvell Technology, Inc.', 76524.06), 'GLW': ('Corning Incorporated', 76039.29), 'INFY': ('Infosys Limited', 72042.86), 'NET': ('Cloudflare, Inc.', 69236.58), 'TEL': ('TE Connectivity plc', 68075.39), 'WDC': ('Western Digital Corporation', 64236.04), 'MSI': ('Motorola Solutions, Inc.', 63737.27), 'STX': ('Seagate Technology Holdings plc', 63145.86), 'ADSK': ('Autodesk, Inc.', 61076.28), 'FTNT': ('Fortinet, Inc.', 57959.93), 'NXPI': ('NXP Semiconductors N.V.', 56344.88), 'PYPL': ('PayPal Holdings, Inc.', 55474.80), 'WDAY': ('Workday, Inc.', 54940.70), 'MSTR': ('Strategy Inc', 49713.50), 'DDOG': ('Datadog, Inc.', 46863.64), 'ROP': ('Roper Technologies, Inc.', 46462.77), 'MPWR': ('Monolithic Power Systems, Inc.', 45752.62), 'XYZ': ('Block, Inc.', 41655.68), 'TEAM': ('Atlassian Corporation', 40487.54), 'SNDK': ('Sandisk Corporation', 40167.30), 'CTSH': ('Cognizant Technology Solutions Corporation', 39398.43), 'FICO': ('Fair Isaac Corporation', 39202.44), 'CRWV': ('CoreWeave, Inc.', 38300.68), 'MCHP': ('Microchip Technology Incorporated', 36242.36), 'FI': ('Fiserv, Inc.', 36030.70), 'KEYS': ('Keysight Technologies, Inc.', 35878.85), 'ZS': ('Zscaler, Inc.', 35523.81), 'TER': ('Teradyne, Inc.', 34375.52), 'MDB': ('MongoDB, Inc.', 34251.28), 'UI': ('Ubiquiti Inc.', 34139.96), 'CLS': ('Celestica Inc.', 33786.73), 'CIEN': ('Ciena Corporation', 32523.36), 'HPE': ('Hewlett Packard Enterprise Company', 32202.29), 'COHR': ('Coherent Corp.', 31814.17), 'FSLR': ('First Solar, Inc.', 29187.81), 'ALAB': ('Astera Labs, Inc.', 28225.48), 'AFRM': ('Affirm Holdings, Inc.', 26669.95), 'BR': ('Broadridge Financial Solutions, Inc.', 26009.23), 'ZM': ('Zoom Communications, Inc.', 25621.62), 'CRDO': ('Credo Technology Group Holding Ltd', 25331.79), 'LITE': ('Lumentum Holdings Inc.', 25319.34), 'STM': ('STMicroelectronics N.V.', 24713.41), 'JBL': ('Jabil Inc.', 23868.52), 'ON': ('ON Semiconductor Corporation', 23615.59), 'NBIS': ('Nebius Group N.V.', 23375.26), 'PSTG': ('Pure Storage, Inc.', 22999.76), 'FLEX': ('Flex Ltd.', 22834.55), 'CYBR': ('CyberArk Software Ltd.', 22283.56), 'VRSN': ('VeriSign, Inc.', 22178.48), 'CPAY': ('Corpay, Inc.', 21589.76), 'SSNC': ('SS&C Technologies Holdings, Inc.', 21518.25), 'NTAP': ('NetApp, Inc.', 20812.18), 'TWLO': ('Twilio Inc.', 20655.73), 'GFS': ('GlobalFoundries Inc.', 20632.46), 'PTC': ('PTC Inc.', 20586.19), 'TOST': ('Toast, Inc.', 20286.00), 'CRCL': ('Circle Internet Group, Inc.', 19968.33), 'HUBS': ('HubSpot, Inc.', 19886.60), 'HPQ': ('HP Inc.', 19883.54), 'CHKP': ('Check Point Software Technologies Ltd.', 19871.36), 'IOT': ('Samsara Inc.', 19779.70), 'U': ('Unity Software Inc.', 19645.48), 'TYL': ('Tyler Technologies, Inc.', 18979.53), 'TRMB': ('Trimble Inc.', 18859.99), 'FIG': ('Figma, Inc.', 18371.58), 'GPN': ('Global Payments Inc.', 18234.00), 'SMCI': ('Super Micro Computer, Inc.', 17950.92), 'CDW': ('CDW Corporation', 17395.17), 'IONQ': ('IonQ, Inc.', 17256.96), 'IT': ('Gartner, Inc.', 17253.11), 'FN': ('Fabrinet', 16369.45), 'GEN': ('Gen Digital Inc.', 16120.96), 'GDDY': ('GoDaddy Inc.', 16026.44), 'IREN': ('IREN Limited', 15839.20), 'GWRE': ('Guidewire Software, Inc.', 15808.47), 'FFIV': ('F5, Inc.', 15803.86), 'OKTA': ('Okta, Inc.', 15544.86), 'WIGBY': ('WiseTech Global Limited', 14847.82), 'LOGI': ('Logitech International S.A.', 14723.19), 'RBRK': ('Rubrik, Inc.', 14710.40), 'BMNR': ('Bitmine Immersion Technologies, Inc.', 14201.83), 'ENTG': ('Entegris, Inc.', 14141.25), 'NTNX': ('Nutanix, Inc.', 13671.42), 'TSEM': ('Tower Semiconductor Ltd.', 13385.59), 'JKHY': ('Jack Henry & Associates, Inc.', 13133.55), 'DOCU': ('DocuSign, Inc.', 12885.55), 'DT': ('Dynatrace, Inc.', 12852.44), 'ZBRA': ('Zebra Technologies Corporation', 12798.80), 'MTSI': ('MACOM Technology Solutions Holdings, Inc.', 12795.56), 'SNX': ('TD SYNNEX Corporation', 12471.39), 'AKAM': ('Akamai Technologies, Inc.', 12359.46), 'BSY': ('Bentley Systems, Incorporated', 11968.61), 'AMKR': ('Amkor Technology, Inc.', 11897.42), 'MKSI': ('MKS Inc.', 11834.59), 'EPAM': ('EPAM Systems, Inc.', 11413.68), 'NVMI': ('Nova Ltd.', 11353.34), 'PCOR': ('Procore Technologies, Inc.', 11333.75), 'CXT': ('Crane Company', 11195.11), 'LSCC': ('Lattice Semiconductor Corporation', 11023.62), 'SAIL': ('SailPoint, Inc.', 10816.91), 'QBTS': ('D-Wave Quantum Inc.', 10727.73), 'CFLT': ('Confluent, Inc.', 10647.50), 'RMBS': ('Rambus Inc.', 10495.89), 'MANH': ('Manhattan Associates, Inc.', 10039.02), 'PEGA': ('Pegasystems Inc.', 9964.42), 'MBLY': ('Mobileye Global Inc.', 9366.54), 'TTAN': ('ServiceTitan, Inc.', 9316.90), 'ONTO': ('Onto Innovation Inc.', 8847.16), 'KVYO': ('Klaviyo, Inc.', 8783.59), 'DOX': ('Amdocs Limited', 8748.23), 'SITM': ('SiTime Corporation', 8692.29), 'IDCC': ('InterDigital, Inc.', 8646.05), 'APLD': ('Applied Digital Corporation', 8625.02), 'AEIS': ('Advanced Energy Industries, Inc.', 8592.76), 'PATH': ('UiPath Inc.', 8572.04), 'APPF': ('AppFolio, Inc.', 8398.42), 'SANM': ('Sanmina Corporation', 8364.64), 'QRVO': ('Qorvo, Inc.', 8044.08), 'G': ('Genpact Limited', 8034.51), 'OTEX': ('Open Text Corporation', 7967.25), 'ESTC': ('Elastic N.V.', 7830.25), 'INFA': ('Informatica Inc.', 7644.31), 'MNDY': ('monday.com Ltd.', 7360.00), 'DSGX': ('The Descartes Systems Group Inc.', 7267.78), 'PONY': ('Pony AI Inc.', 7136.09), 'NICE': ('NICE Ltd.', 7081.21), 'TTMI': ('TTM Technologies, Inc.', 7025.46), 'DBX': ('Dropbox, Inc.', 6975.61), 'FROG': ('JFrog Ltd.', 6965.08), 'CWAN': ('Clearwater Analytics Holdings, Inc.', 6944.51), 'SMTC': ('Semtech Corporation', 6879.43), 'QS': ('QuantumScape Corporation', 6812.84), 'NTSK': ('Netskope, Inc.', 6744.39), 'LFUS': ('Littelfuse, Inc.', 6736.65), 'EXLS': ('ExlService Holdings, Inc.', 6601.83), 'GTLB': ('GitLab Inc.', 6315.97), 'HUT': ('Hut 8 Corp.', 6293.13), 'CGNX': ('Cognex Corporation', 6261.31), 'DLB': ('Dolby Laboratories, Inc.', 6080.63), 'CRUS': ('Cirrus Logic, Inc.', 6038.94), 'KD': ('Kyndryl Holdings, Inc.', 6006.67), 'OLED': ('Universal Display Corporation', 5857.68), 'ARW': ('Arrow Electronics, Inc.', 5819.75), 'CAMT': ('Camtek Ltd.', 5669.52), 'MIR': ('Mirion Technologies, Inc.', 5646.62), 'WIX': ('Wix.com Ltd.', 5545.80), 'CVLT': ('Commvault Systems, Inc.', 5537.37), 'RIOT': ('Riot Platforms, Inc.', 5499.03), 'BILL': ('BILL Holdings, Inc.', 5375.41), 'ZETA': ('Zeta Global Holdings Corp.', 5330.28), 'PI': ('Impinj, Inc.', 5322.69), 'ALGM': ('Allegro MicroSystems, Inc.', 5266.64), 'WEX': ('WEX Inc.', 5218.71), 'BMI': ('Badger Meter, Inc.', 5217.04), 'VSAT': ('Viasat, Inc.', 5207.66), 'LIF': ('Life360, Inc.', 5095.39), 'INGM': ('Ingram Micro Holding Corporation', 5058.76), 'S': ('SentinelOne, Inc.', 5033.46), 'FORM': ('FormFactor, Inc.', 4859.55), 'ACIW': ('ACI Worldwide, Inc.', 4734.83), 'WK': ('Workiva Inc.', 4720.93), 'QLYS': ('Qualys, Inc.', 4698.16), 'ONDS': ('Ondas Holdings Inc.', 4690.72), 'DOCN': ('DigitalOcean Holdings, Inc.', 4630.42), 'SLAB': ('Silicon Laboratories Inc.', 4531.41), 'ENPH': ('Enphase Energy, Inc.', 4449.23), 'CLBT': ('Cellebrite DI Ltd.', 4415.11), 'QTWO': ('Q2 Holdings, Inc.', 4411.49), 'FOUR': ('Shift4 Payments, Inc.', 4401.61), 'DLO': ('DLocal Limited', 4353.13), 'ITRI': ('Itron, Inc.', 4339.19), 'COMM': ('CommScope Holding Company, Inc.', 4127.45), 'PLXS': ('Plexus Corp.', 4111.55), 'BOX': ('Box, Inc.', 4087.72), 'VIAV': ('Viavi Solutions Inc.', 4042.13), 'MARA': ('MARA Holdings, Inc.', 4004.97), 'NOVT': ('Novanta Inc.', 3989.64), 'AVT': ('Avnet, Inc.', 3972.13), 'VRNS': ('Varonis Systems, Inc.', 3874.11), 'PAY': ('Paymentus Holdings, Inc.', 3708.92), 'CALX': ('Calix, Inc.', 3599.48), 'BRZE': ('Braze, Inc.', 3575.19), 'INTA': ('Intapp, Inc.', 3494.16), 'YOU': ('Clear Secure, Inc.', 3470.36), 'OS': ('OneStream, Inc.', 3457.90), 'SPSC': ('SPS Commerce, Inc.', 3409.66), 'AMBA': ('Ambarella, Inc.', 3319.62), 'WNS': ('WNS (Holdings) Limited', 3280.53), 'FRSH': ('Freshworks Inc.', 3276.51), 'AGYS': ('Agilysys, Inc.', 3242.55), 'IPGP': ('IPG Photonics Corporation', 3237.27), 'BL': ('BlackLine, Inc.', 3224.77), 'IFHLY': ('INFICON Holding AG', 3212.66), 'SIMO': ('Silicon Motion Technology Corporation', 3180.19), 'EEFT': ('Euronet Worldwide, Inc.', 3161.76), 'CLSK': ('CleanSpark, Inc.', 3143.68), 'VERX': ('Vertex, Inc.', 3120.37), 'SYNA': ('Synaptics Incorporated', 3086.45), 'ASAN': ('Asana, Inc.', 3053.85), 'BTDR': ('Bitdeer Technologies Group', 2955.52), 'GLOB': ('Globant S.A.', 2937.94), 'ACMR': ('ACM Research, Inc.', 2919.44), 'BLKB': ('Blackbaud, Inc.', 2871.03), 'TDC': ('Teradata Corporation', 2842.60), 'NCNO': ('nCino, Inc.', 2809.78), 'NATL': ('NCR Atleos Corporation', 2799.49), 'TENB': ('Tenable Holdings, Inc.', 2750.89), 'ACLS': ('Axcelis Technologies, Inc.', 2733.46), 'KLIC': ('Kulicke and Soffa Industries, Inc.', 2687.79), 'QUBT': ('Quantum Computing Inc.', 2680.51), 'NSIT': ('Insight Enterprises, Inc.', 2658.36), 'CNXC': ('Concentrix Corporation', 2654.66), 'FORTY': ('Formula Systems (1985) Ltd.', 2616.91), 'ALRM': ('Alarm.com Holdings, Inc.', 2567.31), 'BBAI': ('BigBear.ai Holdings, Inc.', 2566.92), 'APPN': ('Appian Corporation', 2492.27), 'FIS': ('Certegy Inc.', 2488.50), 'ALKT': ('Alkami Technology, Inc.', 2485.44), 'DXC': ('DXC Technology Company', 2443.10), 'SPNS': ('Sapiens International Corporation N.V.', 2428.88), 'DIOD': ('Diodes Incorporated', 2413.43), 'AAOI': ('Applied Optoelectronics, Inc.', 2389.11), 'RNG': ('RingCentral, Inc.', 2383.81), 'SEZL': ('Sezzle Inc.', 2367.15), 'DBD': ('Diebold Nixdorf, Incorporated', 2343.92), 'BB': ('BlackBerry Limited', 2291.09), 'PLUS': ('ePlus inc.', 2265.60), 'PTRN': ('Pattern Group Inc.', 2245.11), 'EXTR': ('Extreme Networks, Inc.', 2226.41), 'BELFA': ('Bel Fuse Inc.', 2179.93), 'MQ': ('Marqeta, Inc.', 2160.89), 'EVCM': ('EverCommerce Inc.', 2130.88), 'NN': ('NextNav Inc.', 2105.31), 'CSGS': ('CSG Systems International, Inc.', 2098.19), 'VSH': ('Vishay Intertechnology, Inc.', 2090.77), 'POWI': ('Power Integrations, Inc.', 2087.28), 'AVDX': ('AvidXchange Holdings, Inc.', 2076.99), 'ASGN': ('ASGN Incorporated', 2041.49), 'ADEA': ('Adeia Inc.', 2019.37), 'DQ': ('Daqo New Energy Corp.', 2009.02), } # Find qualifying companies results = [] for ticker, (name, mkt_cap) in it_companies.items(): if ticker not in data: continue metrics = data[ticker].get('metrics', {}) # Get margin data margin_data = metrics.get('EBIT Margin %', {}) margin_q0 = margin_data.get('0', {}).get('value') margin_q4 = margin_data.get('-4', {}).get('value') # Get revenue data rev_data = metrics.get('Revenues', {}) rev_q0 = rev_data.get('0', {}).get('value') rev_q4 = rev_data.get('-4', {}).get('value') # Skip if missing data if margin_q0 is None or margin_q4 is None or rev_q0 is None or rev_q4 is None: continue if rev_q4 <= 0: continue # Calculate metrics margin_improvement_bps = (margin_q0 - margin_q4) * 100 # Convert to bps revenue_growth_pct = ((rev_q0 - rev_q4) / rev_q4) * 100 # Check criteria: margin improvement > 200 bps and revenue growth > 10% if margin_improvement_bps > 200 and revenue_growth_pct > 10: results.append({ 'ticker': ticker, 'name': name, 'mkt_cap_b': mkt_cap / 1000, 'margin_q0': margin_q0, 'margin_q4': margin_q4, 'margin_improvement_bps': margin_improvement_bps, 'rev_q0': rev_q0, 'rev_q4': rev_q4, 'revenue_growth_pct': revenue_growth_pct }) # Sort by margin improvement descending results.sort(key=lambda x: x['margin_improvement_bps'], reverse=True) # Print top 10 print(f"Found {len(results)} IT companies meeting all criteria\n") print("=" * 120) print(f"{'Rank':<5} {'Ticker':<8} {'Company':<40} {'Mkt Cap':>10} {'Margin Q0':>10} {'Margin Q-4':>11} {'Margin Δ':>10} {'Rev Growth':>10}") print(f"{'':5} {'':8} {'':40} {'($B)':>10} {'(%)':>10} {'(%)':>11} {'(bps)':>10} {'(%)':>10}") print("=" * 120) for i, r in enumerate(results[:10], 1): print(f"{i:<5} {r['ticker']:<8} {r['name'][:40]:<40} {r['mkt_cap_b']:>10.1f} {r['margin_q0']:>10.1f} {r['margin_q4']:>11.1f} {r['margin_improvement_bps']:>+10.0f} {r['revenue_growth_pct']:>+10.1f}") print("=" * 120) print("\nNote: Margin Δ = Q0 margin - Q-4 margin (YoY change in basis points)") print(" Rev Growth = (Q0 revenue - Q-4 revenue) / Q-4 revenue") EOF

    Output

    stdout: Found 89 IT companies meeting all criteria ======================================================================================================================== Rank Ticker Company Mkt Cap Margin Q0 Margin Q-4 Margin Δ Rev Growth ($B) (%) (%) (bps) (%) ======================================================================================================================== 1 ONDS Ondas Holdings Inc. 4.7 -147.4 -866.9 +71946 +554.9 2 HUT Hut 8 Corp. 6.3 463.1 -239.9 +70301 +30.7 3 NBIS Nebius Group N.V. 23.4 -105.8 -792.8 +68696 +769.7 4 MARA MARA Holdings, Inc. 4.0 287.5 -182.6 +47011 +64.3 5 RIOT Riot Platforms, Inc. 5.5 157.9 -226.4 +38431 +131.6 6 CRCL Circle Internet Group, Inc. 20.0 -49.5 -282.9 +23340 +589.2 7 CLSK CleanSpark, Inc. 3.1 124.0 -57.5 +18153 +90.8 8 ALAB Astera Labs, Inc. 28.2 20.7 -31.7 +5240 +149.7 9 RBRK Rubrik, Inc. 14.7 -30.5 -82.1 +5163 +52.3 10 CRDO Credo Technology Group Holding Ltd 25.3 27.2 -24.2 +5143 +273.6 ======================================================================================================================== Note: Margin Δ = Q0 margin - Q-4 margin (YoY change in basis points) Rev Growth = (Q0 revenue - Q-4 revenue) / Q-4 revenue exit_code: 0

I found 89 IT companies meeting all your criteria. Here are the Top 10 by margin improvement:

RankTickerCompanyMkt Cap ($B)EBIT Margin Q0 (%)EBIT Margin Q-4 (%)Margin Δ (bps)Rev Growth YoY (%)
1ONDSOndas Holdings Inc.4.7-147.4%-866.9%+71,946+554.9%
2HUTHut 8 Corp.6.3+463.1%-239.9%+70,301+30.7%
3NBISNebius Group N.V.23.4-105.8%-792.8%+68,696+769.7%
4MARAMARA Holdings, Inc.4.0+287.5%-182.6%+47,011+64.3%
5RIOTRiot Platforms, Inc.5.5+157.9%-226.4%+38,431+131.6%
6CRCLCircle Internet Group, Inc.20.0-49.5%-282.9%+23,340+589.2%
7CLSKCleanSpark, Inc.3.1+124.0%-57.5%+18,153+90.8%
8ALABAstera Labs, Inc.28.2+20.7%-31.7%+5,240+149.7%
9RBRKRubrik, Inc.14.7-30.5%-82.1%+5,163+52.3%
10CRDOCredo Technology Group Holding Ltd25.3+27.2%-24.2%+5,143+273.6%

*Values retrieved from S&P Global

Notable observations:

  • Bitcoin miners dominate (HUT, MARA, RIOT, CLSK) - these swung from deep losses to massive profitability due to Bitcoin price appreciation and post-halving dynamics
  • AI infrastructure plays (NBIS, ALAB, CRDO) - riding the AI capex wave with explosive revenue growth
  • RBRK (Rubrik) - cybersecurity/data protection company improving margins as it scales

Would you like me to filter for companies with positive operating margins only, or show the full list of 89 qualifying companies?