AI hype vs real revenue is the central question in AI investing right now. Plenty of stocks ride the narrative; fewer book the revenue. The tools below help you sort one from the other without taking management's word for it.

Look for AI revenue broken out as its own line item. When it is buried in "other" or described only in adjectives, that is your answer.

  • FinChat - segment and KPI data that shows whether AI revenue is broken out or buried in "other."
  • Atom Finance - full-text filing search to verify what companies actually disclose about AI revenue.
  • Koyfin - screen for revenue growth and R&D intensity, then overlay the AI narrative on the chart.
  • TrueAI - AI-wash scores built from 10-K mentions versus R&D spend; hype without investment gets flagged.
  • Fintel - institutional ownership trends; real revenue tends to attract patient capital.
  • Quartr - listen to how specifically management describes AI revenue on calls, in their own words.

Sources: FinChat, Quartr

Revenue is a number. Hype is an adjective. Check the numbers.