Information Technology
Software, semiconductors, hardware and IT services: the companies that build the tools of the digital economy.
Growth and margins often matter more than today's earnings: compare each price with its fair value.
87 companies
| Company | Verdict | Price |
|---|---|---|
| Apple Inc. AAPL | Overvalued | $356.27 |
| NVIDIA Corporation NVDA | Fairly valued | $162.85 |
| Microsoft Corporation MSFT | Overvalued | $523.88 |
| Broadcom Inc AVGO | Overvalued | $347.01 |
| Advanced Micro Devices Inc AMD | Overvalued | $534.06 |
| Oracle Corporation ORCL | Undervalued | $125.35 |
| Palantir Technologies Inc. PLTR | Overvalued | $167.99 |
| Cisco Systems Inc CSCO | Overvalued | $95.64 |
| Intel Corporation INTC | Overvalued | $59.66 |
| Applied Materials Inc AMAT | Overvalued | $370.50 |
| Lam Research Corp LRCX | Overvalued | $225.92 |
| Texas Instruments Incorporated TXN | Overvalued | $303.60 |
| Palo Alto Networks Inc PANW | Overvalued | $322.24 |
| Arista Networks ANET | Overvalued | $197.29 |
| International Business Machines IBM | Overvalued | $247.13 |
| Crowdstrike Holdings Inc CRWD | Overvalued | $226.61 |
| KLA Corporation KLAC | Overvalued | $152.32 |
| Amphenol Corporation APH | Overvalued | $78.23 |
| Analog Devices Inc ADI | Overvalued | $397.97 |
| Qualcomm Incorporated QCOM | Overvalued | $172.47 |
| Salesforce.com Inc CRM | Undervalued | $217.84 |
| Uber Technologies Inc UBER | Undervalued | $69.69 |
| Marvell Technology Group Ltd MRVL | Overvalued | $156.76 |
| Sandisk Corp SNDK | Undervalued | $885.01 |
| Automatic Data Processing Inc ADP | Fairly valued | $309.93 |
| Seagate Technology PLC STX | Overvalued | $528.29 |
| Western Digital Corporation WDC | Overvalued | $295.65 |
| Dell Technologies Inc DELL | Fairly valued | $344.53 |
| ServiceNow Inc NOW | Undervalued | $102.25 |
| Corning Incorporated GLW | Overvalued | $114.08 |
| Adobe Inc. ADBE | Undervalued | $243.08 |
| Fortinet Inc FTNT | Fairly valued | $127.22 |
| Intuit Inc INTU | Undervalued | $341.70 |
| Cadence Design Systems Inc CDNS | Overvalued | $323.01 |
| Motorola Solutions Inc MSI | Overvalued | $531.20 |
| Synopsys Inc SNPS | Fairly valued | $455.20 |
| Monolithic Power Systems Inc MPWR | Overvalued | $1,390.54 |
| Hewlett Packard Enterprise Co HPE | Overvalued | $48.29 |
| TE Connectivity Ltd TEL | Fairly valued | $216.34 |
| Datadog Inc DDOG | Overvalued | $184.16 |
| Autodesk Inc ADSK | Fairly valued | $264.42 |
| Garmin Ltd GRMN | Overvalued | $283.03 |
| Lumentum Holdings Inc LITE | The analysis of this company is not available right now. | The analysis of this company is not available right now. |
| Keysight Technologies Inc KEYS | Overvalued | $297.68 |
| Roper Technologies Inc ROP | Undervalued | $479.98 |
| Block, Inc XYZ | Undervalued | $84.58 |
| MicroStrategy Incorporated MSTR | The analysis of this company is not available right now. | The analysis of this company is not available right now. |
| Coherent Inc COHR | Overvalued | $218.15 |
| Paychex Inc PAYX | Fairly valued | $115.68 |
| Ciena Corp CIEN | Overvalued | $280.54 |
| Teradyne Inc TER | Overvalued | $249.55 |
| Astera Labs, Inc. ALAB | The analysis of this company is not available right now. | The analysis of this company is not available right now. |
| Workday Inc WDAY | Undervalued | $196.45 |
| Everpure, Inc. P | Overvalued | $107.99 |
| NetApp Inc NTAP | Overvalued | $181.37 |
| Fiserv, Inc. FISV | Undervalued | $63.78 |
| Microchip Technology Inc MCHP | Overvalued | $61.68 |
| Twilio Inc TWLO | Fairly valued | $211.21 |
| Okta Inc OKTA | Fairly valued | $182.87 |
| Teledyne Technologies Incorporated TDY | Fairly valued | $643.73 |
| Corpay Inc CPAY | Fairly valued | $462.22 |
| Cognizant Technology Solutions Corp Class A CTSH | Undervalued | $63.01 |
| VeriSign Inc VRSN | Overvalued | $313.02 |
| Flex Ltd FLEX | Overvalued | $74.98 |
| ON Semiconductor Corporation ON | Overvalued | $71.06 |
| HP Inc HPQ | Fairly valued | $29.36 |
| Qnity Electronics, Inc Q | Overvalued | $118.36 |
| CoreWeave, Inc. Class A Common Stock CRWV | The analysis of this company is not available right now. | The analysis of this company is not available right now. |
| Broadridge Financial Solutions Inc BR | Undervalued | $192.45 |
| CDW Corp CDW | Fairly valued | $171.65 |
| PTC Inc PTC | Fairly valued | $196.00 |
| Skyworks Solutions Inc SWKS | The analysis of this company is not available right now. | The analysis of this company is not available right now. |
| Fortive Corp FTV | Overvalued | $67.92 |
| First Solar Inc FSLR | Overvalued | $171.39 |
| Gen Digital Inc. GEN | Undervalued | $30.40 |
| Super Micro Computer Inc SMCI | Undervalued | $26.87 |
| F5 Networks Inc FFIV | Overvalued | $309.14 |
| Tyler Technologies Inc TYL | Undervalued | $424.06 |
| Leidos Holdings Inc LDOS | Undervalued | $130.53 |
| Fair Isaac Corporation FICO | Undervalued | $720.19 |
| Zebra Technologies Corporation ZBRA | Fairly valued | $324.00 |
| Fidelity National Information Services Inc FIS | Undervalued | $29.54 |
| Godaddy Inc GDDY | Undervalued | $114.12 |
| Trimble Inc TRMB | Fairly valued | $55.64 |
| Jack Henry & Associates Inc JKHY | Fairly valued | $177.67 |
| Akamai Technologies Inc AKAM | Fairly valued | $85.40 |
| Gartner Inc IT | Undervalued | $192.15 |


