Technology Stock Valuations
Software, semiconductor and hardware companies, where valuation usually hinges on reinvestment rates, margin durability and how long above-average growth can persist.
130 technology companies covered · assumption-based DCF analysis, educational use only.
Largest technology companies covered
All Technology companies
Adobe Inc.$ADBESoftware - ApplicationAdvanced Micro Devices, Inc.$AMDSemiconductorsAdyen N.V.$ADYEYSoftware - InfrastructureAehr Test Systems$AEHRSemiconductorsAgora, Inc.$APISoftware - ApplicationAmkor Technology, Inc.$AMKRSemiconductorsAmphenol Corporation$APHHardware, Equipment & PartsAmpliTech Group, Inc.$AMPGCommunication EquipmentApple Inc.$AAPLConsumer ElectronicsApplied Materials, Inc.$AMATSemiconductorsApplied Optoelectronics, Inc.$AAOICommunication EquipmentAppLovin Corporation$APPSoftware - ApplicationArista Networks, Inc.$ANETComputer HardwareArm Holdings plc American Depositary Shares$ARMSemiconductorsASML Holding N.V.$ASMLSemiconductorsAtlassian Corporation$TEAMSoftware - ApplicationAutomatic Data Processing, Inc.$ADPSoftware - ApplicationBigBear.ai Holdings, Inc.$BBAIInformation Technology ServicesBlock, Inc.$SQSoftware - InfrastructureBlock, Inc.$XYZSoftware - InfrastructureBox, Inc.$BOXSoftware - ApplicationBroadcom Inc.$AVGOSemiconductorsBullish$BLSHSoftware - InfrastructureCelestica Inc.$CLSHardware, Equipment & PartsCerebras Systems Inc.$CBRSSemiconductorsCiena Corporation$CIENCommunication EquipmentClear Secure, Inc.$YOUSoftware - ApplicationCloudflare, Inc.$NETSoftware - InfrastructureCoherent, Inc.$COHRHardware, Equipment & PartsCohu, Inc.$COHUSemiconductorsConstellation Software Inc.$CSU.TOSoftware - ApplicationCoreWeave, Inc. Class A Common Stock$CRWVSoftware - InfrastructureCorpay, Inc.$CPAYSoftware - InfrastructureDatavault AI Inc.$DVLTSoftware - InfrastructureDell Technologies Inc.$DELLComputer HardwareDigitalOcean Holdings, Inc.$DOCNSoftware - InfrastructureDlocal Limited$DLOSoftware - InfrastructureDuolingo, Inc.$DUOLSoftware - ApplicationElectronic Arts Inc.$EAElectronic Gaming & MultimediaFair Isaac Corporation$FICOSoftware - ApplicationFiserv, Inc.$FIInformation Technology ServicesFiserv, Inc.$FISVInformation Technology ServicesFormFactor, Inc.$FORMSemiconductorsFortinet, Inc.$FTNTSoftware - InfrastructureGarmin Ltd.$GRMNHardware, Equipment & PartsGCT Semiconductor Holding, Inc.$GCTSSemiconductorsGlobant S.A.$GLOBInformation Technology ServicesGoDaddy Inc.$GDDYSoftware - InfrastructureGoPro, Inc.$GPROConsumer ElectronicsGorilla Technology Group Inc.$GRRRSoftware - InfrastructureGrab Holdings Limited$GRABSoftware - ApplicationHewlett Packard Enterprise Company$HPEComputer HardwareHIVE Digital Technologies Ltd.$HIVEInformation Technology ServicesHP Inc.$HPQComputer HardwareInfleqtion Inc$INFQHardware, Equipment & PartsInternational Business Machines Corporation$IBMInformation Technology ServicesIonQ, Inc.$IONQComputer HardwareIREN Limited$IRENSoftware - ServicesJabil Inc.$JBLHardware, Equipment & PartsJoint Stock Company Kaspi.kz$KSPISoftware - InfrastructureKeel Infrastructure Corp.$KEELSoftware - ServicesKlaviyo, Inc.$KVYOSoftware - InfrastructureLeidos Holdings, Inc.$LDOSInformation Technology ServicesLumentum Holdings Inc.$LITECommunication EquipmentLyft, Inc.$LYFTSoftware - ApplicationMaplebear Inc.$CARTSoftware - ServicesMarvell Technology, Inc.$MRVLSemiconductorsMicron Technology, Inc.$MUSemiconductorsMicrosoft Corporation$MSFTSoftware - Infrastructuremonday.com Ltd.$MNDYSoftware - ApplicationMSG Knickerbockers Corp. Class A$MSGKMedia & EntertainmentNebius Group N.V.$NBISSoftware - ApplicationNetApp, Inc.$NTAPComputer HardwareNICE Ltd.$NICESoftware - ApplicationNintendo Co., Ltd.$NTDOYElectronic Gaming & MultimediaNokia Oyj$NOKCommunication EquipmentNVIDIA Corporation$NVDASemiconductorsOkta, Inc.$OKTASoftware - InfrastructureOracle Corporation$ORCLSoftware - InfrastructureOuster, Inc.$OUSTHardware, Equipment & PartsPalantir Technologies Inc.$PLTRSoftware - InfrastructurePalo Alto Networks, Inc.$PANWSoftware - InfrastructurePayoneer Global Inc.$PAYOSoftware - InfrastructurePegasystems Inc.$PEGASoftware - ApplicationPenguin Solutions, Inc.$PENGSemiconductorsPOET Technologies Inc.$POETSemiconductorsQualys, Inc.$QLYSSoftware - InfrastructureRed Cat Holdings, Inc.$RCATComputer HardwareRigetti Computing, Inc.$RGTIComputer HardwareRoper Technologies, Inc.$ROPSoftware - ApplicationRubrik, Inc.$RBRKSoftware - InfrastructureSabre Corporation$SABRSoftware - InfrastructureSalesforce, Inc.$CRMSoftware - ApplicationSandisk Corporation$SNDKComputer HardwareSAP SE$SAPSoftware - ApplicationSemtech Corporation$SMTCSemiconductorsSentinelOne, Inc.$SSoftware - InfrastructureServiceNow, Inc.$NOWSoftware - ApplicationShift4 Payments, Inc.$FOURSoftware - InfrastructureShopify Inc.$SHOPSoftware - ApplicationSK hynix Inc.$SKHYSemiconductorsSmartsheet Inc.$SMARSoftware - ApplicationSnowflake Inc.$SNOWSoftware - ApplicationSony Group Corporation$SONYConsumer ElectronicsSRX Global Inc.$SRXHSoftware - ApplicationStrategy Inc$MSTRSoftware - ApplicationSynopsys, Inc.$SNPSSoftware - InfrastructureTaiwan Semiconductor Manufacturing Company Limited$TSMSemiconductorsTake-Two Interactive Software, Inc.$TTWOElectronic Gaming & MultimediaTE Connectivity plc$TELSemiconductorsTenable Holdings, Inc.$TENBSoftware - InfrastructureTeradata Corporation$TDCSoftware - InfrastructureTeradyne, Inc.$TERSemiconductorsTexas Instruments Incorporated$TXNSemiconductorsToast, Inc.$TOSTSoftware - InfrastructureTwilio Inc.$TWLOSoftware - InfrastructureTyler Technologies, Inc.$TYLSoftware - ApplicationUber Technologies, Inc.$UBERSoftware - ApplicationUnity Software Inc.$USoftware - ApplicationVeeco Instruments Inc.$VECOSemiconductorsVeeva Systems Inc.$VEEVSoftware - ApplicationViasat, Inc.$VSATCommunication EquipmentViavi Solutions Inc.$VIAVCommunication EquipmentVicor Corporation$VICRHardware, Equipment & PartsWebull Corporation Class A Ordinary Shares$BULLSoftware - ApplicationWestern Digital Corporation$WDCComputer HardwareWhiteFiber, Inc. Ordinary Shares$WYFIInformation Technology ServicesZeta Global Holdings Corp.$ZETASoftware - ApplicationZoom Communications, Inc.$ZMSoftware - ApplicationZscaler, Inc.$ZSSoftware - Infrastructure
