Tessera Sector

Top Technology Stocks

Software, semiconductors, hardware, and IT services. The technology sector spans the largest companies in the market — and many of the smallest fastest-growers.

288 stocks pass quality screen31.7 sector median P/E
See Technology P/E ratio & valuation

The Technology sector posts a mean Tessera Quality Score of 68 against a universe average of 48, placing it meaningfully above the broader cross-sector baseline. With 288 qualifying members, the sector shows reasonable breadth, though the distribution of scores suggests that quality is concentrated rather than evenly spread across constituents.

Valuation context is notable: the sector's median P/E sits at 31.7, a level that reflects the market's ongoing willingness to price technology names at a premium relative to most other sectors. Whether individual holdings justify that multiple depends heavily on their underlying quality metrics, and the top-ranked names here carry scores that trail the sector median — SNDK leads the group at 0.58, followed by MU at 0.54 and COHR at 0.51, all on a normalized 0–1 scale. These scores indicate moderate rather than exceptional quality by Tessera's methodology, suggesting the upper tier of this sector still leaves room relative to a theoretical ceiling.

DELL and SKHY round out the top five with scores of 0.48 and 0.47 respectively, clustering tightly around the mid-range. The compression among these top holdings implies the sector's strongest performers are not dramatically differentiated from one another on quality dimensions. Overall, Technology's sector-level score of 68 positions it as one of the higher-quality groupings relative to the universe average of 48, reflecting a structural advantage that likely stems from balance sheet characteristics and earnings consistency common across larger-cap technology businesses.

TickerCompanyIndustryScoreMkt CapP/E
SNDKSandisk CorporationComputer Hardware79$206.0B46.9
MUMicron Technology, Inc.Semiconductors77$977.4B19.6
COHRCoherent, Inc.Hardware, Equipment & Parts75$45.3B0.2
DELLDell Technologies Inc.Computer Hardware74$253.7B30.3
SKHYSK hynix Inc.Semiconductors73$1.10T2.1
FATNFatPipe, Inc.Software - Application72$63M12.9
STXSeagate Technology Holdings plcComputer Hardware71$179.9B76.1
ARWArrow Electronics, Inc.Technology Distributors70$10.5B14.7
TSMTaiwan Semiconductor Manufacturing Company LimitedSemiconductors70$2.09T29.9
SNXTD Synnex CorpTechnology Distributors70$19.1B17.1
YOUClear Secure, Inc.Software - Application69$5.8B46.1
TERTeradyne, Inc.Semiconductors68$52.2B61.8
FTNTFortinet, Inc.Software - Infrastructure68$117.5B61.9
NVDANVIDIA CorporationSemiconductors68$4.92T31.1
PENGPenguin Solutions, Inc.Hardware, Equipment & Parts68$2.7B38.1
TOYOTOYO Co., Ltd.Solar67$189M4.3
GCTSGCT Semiconductor Holding, Inc.Semiconductors67$120M
RDVTRed Violet, Inc.Software - Application67$938M68.5
VBIXViewbix Inc.Computer Hardware67$52M
CRDOCredo Technology Group Holding LtdSemiconductors67$39.5B85.5
MITKMitek Systems, Inc.Software - Application67$844M53.6
JBLJabil Inc.Hardware, Equipment & Parts67$32.1B38.2
AAPLApple Inc.Consumer Electronics67$4.80T39.5
UIUbiquiti Inc.Communication Equipment66$32.2B34.2
LRCXLam Research CorporationSemiconductors66$383.6B57.9
ESTCElastic N.V.Software - Application66$6.5B17.9
QQnity Electronics, Inc.Semiconductors66$28.2B43.3
RELYRemitly Global, Inc.Software - Infrastructure66$5.0B48.7
WULFTeraWulf Inc.Software - Application66$9.3B
ASMLASML Holding N.V.Semiconductors65$670.2B55.3
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