Top Movers in February 2026
The most significant revenue milestones, funding rounds, and updates from private SaaS and AI companies in February 2026.
24 companies with verified ARR signals this month ยท Ranked by absolute ARR gain
| # | Company | This Month | Prior ARR | ฮ ARR | ฮ % |
|---|---|---|---|---|---|
| #1 |  Claude Code Claude Code hit $2.5B ARR | $2.5B | $1B | +$1.5B | +150% |
| #2 |  Fal Fal ARR hit $200M, raised $140M Series D at $4.5โฆ | $200M | $100M | +$100M | +100% |
| #3 | Modal Modal ARR hit $200M | $200M | $100M | +$100M | +100% |
| #4 |  Cribl Cribl ARR Hit $300M | $300M | $200M | +$100M | +50% |
| #5 |  Micro1 Micro1 Reaches $200M ARR | $200M | $100M | +$100M | +100% |
| #6 |  Emergent Emergent ARR Hit $100M | $100M | $50M | +$50M | +100% |
| #7 |  Sierra Sierra ARR Hit $150M | $150M | $100M | +$50M | +50% |
| #8 |  Slash Slash ARR hit $250M | $250M | $200M | +$50M | +25% |
| #9 | MeshyAI MeshyAI Doubles Revenue to $30M ARR in 3 Months | 30M | $15M | +$15M | +100% |
| #10 |  Blacksmith Blacksmith ARR hit $10M in under 2 years | $10M | $7M | +$3M | +43% |
| #11 |  Ironclad Ironclad ARR Hit $200M | $200M | New Entry | โ | โ |
| #12 | Aircall Aircall ARR Hit $200M | $200M | New Entry | โ | โ |
| #13 |  Ringover Ringover ARR Hit $50M | $50M | New Entry | โ | โ |
| #14 |  Listen Labs Listen Labs surpasses $10M ARR with $100M fundraโฆ | $10M | New Entry | โ | โ |
| #15 |  Anthropic Anthropic Acquires AI Startup Vercept to Enhanceโฆ | โ | New Entry | โ | โ |
| #16 |  Lassie Raised $75M Series C after hitting $100M ARR | โ | New Entry | โ | โ |
| #17 |  Cato Networks Hit $350M ARR, AI transformation driving growth | โ | New Entry | โ | โ |
| #18 | Genspark $300M Series B, $100M ARR in 9 months | โ | New Entry | โ | โ |
| #19 |  Mistral AI First acquisition: acquired Koyeb to build cloudโฆ | โ | New Entry | โ | โ |
| #20 |  OpenAI OpenClaw Creator Peter Steinberger Joins OpenAI | โ | New Entry | โ | โ |
| #21 |  Cohere $240M ARR, positioning for 2026 IPO | โ | New Entry | โ | โ |
| #22 |  Databricks Raised $5B at $134B valuation, AI products hit $โฆ | โ | New Entry | โ | โ |
| #23 |  ElevenLabs ElevenLabs raised $500M valued at $11B | โ | New Entry | โ | โ |
| #24 | Virio Virio is adding $1M ARR a month | โ | New Entry | โ | โ |