S&P 500 Technology stocks: today's ranking and data
The S&P 500 has 85 companies in Technology today. It accounts for 35.0% of the market value of the index companies. Its median P/E is 27.7, against 23.2 for the index as a whole.
What Technology is and what drives its earnings
What it includes. Semiconductors and the equipment to make them, software (systems, security and business applications), computers, storage and networking gear, electronic components, test and measurement instruments, and IT consulting and outsourcing. Three absences that surprise people: Alphabet and Meta sit in Communication Services, and Amazon in Consumer Cyclical. Visa and Mastercard are not here either: they are in Financial Services.
What drives its earnings. How much companies spend on equipment, cloud and data centers (and, in recent years, on computing capacity for artificial intelligence), the chip cycle, which swings between shortage and excess inventory, PC and phone replacement cycles, and the shift of software to subscriptions, which turns one-off sales into recurring, high-margin revenue. Many of these companies earn a large share abroad, so the dollar matters too.
How it is usually valued. The market pays for expected growth, so the sector tends to trade at a higher P/E than the index as a whole and is among the most sensitive to interest rates: the further out the earnings being discounted, the more the discount rate weighs. The table below shows whether that holds today.
The classification is the one used by this site's data provider, similar to but not the same as GICS, S&P's standard: this sector roughly matches "Information Technology". Counts may therefore differ from other sources.
All 85 stocks in the sector, by today's multi-factor rank
The rank is the order produced by a quantitative model on data as of Nov 4, 2026: the average of four factors (momentum, value, quality and growth) computed from public data, against the 461 index companies that score. It is a calculation, not a recommendation to buy or sell: it knows nothing about anyone's situation, horizon or risk, and the returns of portfolios built with it are simulated. How it is computed: see the methodology.
| In sector | Index rank | Company | P/E | Market cap |
|---|---|---|---|---|
| 1 | 1 of 461 | MU Micron Technology | 9.5 | $799.85B |
| 2 | 5 of 461 | STX Seagate Technology | 25.4 | $111.00B |
| 3 | 6 of 461 | WDC Western Digital | 10.7 | $103.04B |
| 4 | 7 of 461 | HPE Hewlett Packard Enterprise | 23.7 | $60.72B |
| 5 | 8 of 461 | TER Teradyne | 25.6 | $34.77B |
| 6 | 9 of 461 | DELL Dell Technologies | 19.5 | $213.12B |
| 7 | 10 of 461 | LITE Lumentum | — | $49.39B |
| 8 | 11 of 461 | NVDA NVIDIA | 23.5 | $4.50T |
| 9 | 12 of 461 | FTNT Fortinet | 40.7 | $91.71B |
| 10 | 13 of 461 | AMD Advanced Micro Devices | 93.1 | $702.67B |
| 11 | 19 of 461 | ADI Analog Devices | 45.2 | $184.60B |
| 12 | 21 of 461 | PLTR Palantir Technologies | 110.5 | $378.04B |
| 13 | 23 of 461 | KEYS Keysight Technologies | 36.4 | $45.21B |
| 14 | 24 of 461 | LRCX Lam Research | 29.5 | $247.29B |
| 15 | 25 of 461 | MRVL Marvell Technology | 47.0 | $128.00B |
| 16 | 28 of 461 | TXN Texas Instruments | 38.0 | $267.88B |
| 17 | 29 of 461 | VRSN VeriSign | 33.9 | $28.29B |
| 18 | 40 of 461 | CIEN Ciena | 53.1 | $33.75B |
| 19 | 43 of 461 | NTAP NetApp | 24.8 | $34.56B |
| 20 | 44 of 461 | FFIV F5 | 25.4 | $18.09B |
| 21 | 49 of 461 | AMAT Applied Materials | 28.8 | $264.95B |
| 22 | 53 of 461 | FIS Fidelity National Information Services | 4.5 | $15.46B |
| 23 | 56 of 461 | SMCI Super Micro Computer | 5.7 | $17.78B |
| 24 | 68 of 461 | AAPL Apple | 38.7 | $5.04T |
| 25 | 78 of 461 | ANET Arista Networks | 44.3 | $208.31B |
| 26 | 79 of 461 | AVGO Broadcom | 38.9 | $1.46T |
| 27 | 87 of 461 | KLAC KLA | 34.1 | $177.20B |
| 28 | 90 of 461 | CSCO Cisco Systems | 29.4 | $387.28B |
| 29 | 95 of 461 | INTC Intel | — | $295.09B |
| 30 | 96 of 461 | FICO Fair Isaac | 20.0 | $14.99B |
| 31 | 98 of 461 | HPQ HP | 11.2 | $26.44B |
| 32 | 99 of 461 | PTC PTC | 18.9 | $21.15B |
| 33 | 101 of 461 | CRWD CrowdStrike | 3,546.5 | $226.96B |
| 34 | 102 of 461 | GLW Corning | 42.9 | $91.35B |
| 35 | 113 of 461 | APH Amphenol | 32.1 | $182.03B |
| 36 | 117 of 461 | GRMN Garmin | 27.9 | $55.92B |
| 37 | 136 of 461 | DDOG Datadog | 248.9 | $64.36B |
| 38 | 137 of 461 | NXPI NXP Semiconductors | 19.7 | $63.11B |
| 39 | 138 of 461 | ZBRA Zebra Technologies | 26.9 | $15.71B |
| 40 | 151 of 461 | ON ON Semiconductor | 38.4 | $25.55B |
| 41 | 155 of 461 | JBL Jabil | 24.9 | $25.04B |
| 42 | 157 of 461 | MSFT Microsoft | 28.3 | $4.03T |
| 43 | 167 of 461 | COHR Coherent | 35.4 | $33.68B |
| 44 | 174 of 461 | MPWR Monolithic Power Systems | 64.5 | $57.04B |
| 45 | 177 of 461 | FLEX Flex | 24.8 | $25.41B |
| 46 | 178 of 461 | CPAY Corpay | 27.7 | $29.85B |
| 47 | 190 of 461 | TDY Teledyne Technologies | 27.6 | $27.95B |
| 48 | 193 of 461 | SNPS Synopsys | 77.8 | $85.30B |
| 49 | 209 of 461 | GEN Gen Digital | 15.3 | $18.01B |
| 50 | 212 of 461 | PANW Palo Alto Networks | 684.8 | $263.43B |
| 51 | 220 of 461 | MCHP Microchip Technology | 104.6 | $38.64B |
| 52 | 221 of 461 | ADBE Adobe | 13.9 | $96.68B |
| 53 | 245 of 461 | QCOM QUALCOMM | 12.0 | $163.21B |
| 54 | 249 of 461 | IT Gartner | 14.4 | $12.72B |
| 55 | 251 of 461 | TEL TE Connectivity | 19.2 | $61.24B |
| 56 | 257 of 461 | ADSK Autodesk | 35.4 | $57.15B |
| 57 | 260 of 461 | AKAM Akamai Technologies | 29.3 | $11.65B |
| 58 | 263 of 461 | CDNS Cadence Design Systems | 63.7 | $87.93B |
| 59 | 266 of 461 | XYZ Block | 113.6 | $50.83B |
| 60 | 267 of 461 | CTSH Cognizant Technology Solutions | 12.2 | $29.90B |
| 61 | 277 of 461 | CRM Salesforce | 20.5 | $184.92B |
| 62 | 282 of 461 | GDDY GoDaddy | 16.5 | $15.27B |
| 63 | 286 of 461 | ADP Automatic Data Processing | 27.1 | $120.84B |
| 64 | 292 of 461 | ROP Roper Technologies | 19.6 | $49.12B |
| 65 | 304 of 461 | JKHY Jack Henry & Associates | 24.8 | $12.67B |
| 66 | 311 of 461 | FSLR First Solar | 11.1 | $20.57B |
| 67 | 320 of 461 | MSI Motorola Solutions | 43.1 | $88.68B |
| 68 | 322 of 461 | PAYX Paychex | 23.8 | $42.82B |
| 69 | 326 of 461 | WDAY Workday | 40.8 | $48.56B |
| 70 | 355 of 461 | ORCL Oracle | 18.0 | $357.79B |
| 71 | 357 of 461 | FTV Fortive | 31.8 | $19.87B |
| 72 | 377 of 461 | ACN Accenture | 19.8 | $163.92B |
| 73 | 392 of 461 | INTU Intuit | 21.4 | $94.75B |
| 74 | 399 of 461 | TRMB Trimble | — | $12.48B |
| 75 | 401 of 461 | IBM International Business Machines | 21.3 | $236.11B |
| 76 | 404 of 461 | CDW CDW | 19.8 | $21.25B |
| 77 | 405 of 461 | LDOS Leidos | 12.3 | $16.72B |
| 78 | 407 of 461 | SWKS Skyworks Solutions | 71.7 | $19.23B |
| 79 | 415 of 461 | NOW ServiceNow | 75.4 | $108.82B |
| 80 | 434 of 461 | TYL Tyler Technologies | 53.8 | $16.98B |
| 81 | 440 of 461 | BR Broadridge Financial Solutions | 21.2 | $21.60B |
| 82 | 450 of 461 | UBER Uber Technologies | 40.0 | $139.65B |
| 83 | 461 of 461 | FISV Fiserv | — | $33.24B |
| — | not scored today | Q Qnity Electronics | 42.5 | $23.55B |
| — | not scored today | SNDK Sandisk | 7.0 | $124.30B |
"—" under P/E: no positive P/E (negative trailing earnings or missing at the source). 2 stocks do not get a multi-factor score today because a factor is missing; they go last, alphabetically. The full S&P 500 ranking →
Technology P/E against the index
| Median P/E | Companies with a positive P/E | |
|---|---|---|
| Technology | 27.7 | 81 of 85 |
| S&P 500 | 23.2 | 474 of 500 |
The median is the company in the middle: a few firms with near-zero earnings and huge P/Es do not move it, which is what happens to the average. Loss-making companies have no P/E and are left out.
Guide: P/E ratio explained · all guides
The 10 largest in the sector by market cap
| # | Company | Market cap | Weight in sector | Rank today |
|---|---|---|---|---|
| 1 | AAPL Apple | $5.04T | 21.1% | 68 |
| 2 | NVDA NVIDIA | $4.50T | 18.8% | 11 |
| 3 | MSFT Microsoft | $4.03T | 16.9% | 157 |
| 4 | AVGO Broadcom | $1.46T | 6.1% | 79 |
| 5 | MU Micron Technology | $799.85B | 3.3% | 1 |
| 6 | AMD Advanced Micro Devices | $702.67B | 2.9% | 13 |
| 7 | CSCO Cisco Systems | $387.28B | 1.6% | 90 |
| 8 | PLTR Palantir Technologies | $378.04B | 1.6% | 21 |
| 9 | ORCL Oracle | $357.79B | 1.5% | 355 |
| 10 | INTC Intel | $295.09B | 1.2% | 95 |
Total market value (price times shares outstanding), without the float adjustment S&P applies: the weight is indicative. Companies with two share classes count once.
Insider buying and selling in the last 30 days
From Oct 5, 2026 to Nov 4, 2026, 4 open-market purchases ($13.0M) and 170 sales ($787.0M), filed on SEC Form 4 by directors, officers and 10% owners of 44 companies in the sector. Counted by trade date; grants, option exercises and transfers between the same insider's accounts are left out.
| Company | Buys | Amount | Sales | Amount |
|---|---|---|---|---|
| ANET Arista Networks | 0 | — | 8 | $207.9M |
| DELL Dell Technologies | 0 | — | 11 | $145.9M |
| CRWD CrowdStrike | 0 | — | 28 | $70.6M |
| APH Amphenol | 0 | — | 1 | $65.9M |
| WDAY Workday | 0 | — | 6 | $40.1M |
| MU Micron Technology | 0 | — | 3 | $31.6M |
| DDOG Datadog | 0 | — | 2 | $26.8M |
| FTNT Fortinet | 0 | — | 2 | $21.3M |
| STX Seagate Technology | 0 | — | 4 | $20.3M |
| HPE Hewlett Packard Enterprise | 0 | — | 2 | $19.1M |
| SNPS Synopsys | 0 | — | 4 | $13.4M |
| INTC Intel | 1 | $9.7M | 0 | — |
| AMD Advanced Micro Devices | 0 | — | 1 | $9.3M |
| SMCI Super Micro Computer | 0 | — | 2 | $9.0M |
| ADI Analog Devices | 0 | — | 7 | $8.8M |
| ROP Roper Technologies | 0 | — | 3 | $8.8M |
| XYZ Block | 0 | — | 18 | $8.3M |
| PLTR Palantir Technologies | 0 | — | 5 | $8.2M |
| LRCX Lam Research | 0 | — | 2 | $7.3M |
| PANW Palo Alto Networks | 0 | — | 2 | $6.6M |
| ADP Automatic Data Processing | 0 | — | 3 | $6.5M |
| TXN Texas Instruments | 0 | — | 4 | $6.4M |
| VRSN VeriSign | 0 | — | 8 | $6.3M |
| ACN Accenture | 2 | $3.2M | 4 | $2.0M |
| FTV Fortive | 0 | — | 2 | $4.8M |
| MRVL Marvell Technology | 0 | — | 4 | $4.8M |
| TYL Tyler Technologies | 0 | — | 2 | $4.2M |
| AAPL Apple | 0 | — | 6 | $4.2M |
| MSFT Microsoft | 0 | — | 1 | $4.0M |
| CIEN Ciena | 0 | — | 5 | $3.5M |
| WDC Western Digital | 0 | — | 2 | $1.9M |
| TER Teradyne | 0 | — | 4 | $1.8M |
| JBL Jabil | 0 | — | 2 | $1.4M |
| GEN Gen Digital | 0 | — | 1 | $892k |
| PAYX Paychex | 0 | — | 1 | $844k |
| QCOM QUALCOMM | 0 | — | 2 | $757k |
| SNDK Sandisk | 0 | — | 1 | $695k |
| CDNS Cadence Design Systems | 0 | — | 1 | $648k |
| GDDY GoDaddy | 0 | — | 2 | $648k |
| HPQ HP | 0 | — | 1 | $619k |
| PTC PTC | 0 | — | 1 | $343k |
| NTAP NetApp | 0 | — | 1 | $237k |
| TRMB Trimble | 0 | — | 1 | $161k |
| FIS Fidelity National Information Services | 1 | $58k | 0 | — |
Upcoming earnings dates
Dates announced by the companies themselves, from Nasdaq's public calendar (between Nov 5, 2026 and Dec 9, 2026). They are announcements, not measured dates: each company's SEC history is on its earnings page.
| Date | Company | When |
|---|---|---|
| Nov 5, 2026 | AKAM Akamai Technologies | after the close |
| Nov 5, 2026 | MCHP Microchip Technology | after the close |
| Nov 12, 2026 | AMAT Applied Materials | after the close |
| Nov 12, 2026 | CSCO Cisco Systems | after the close |
| Nov 17, 2026 | NVDA NVIDIA | after the close |
| Nov 18, 2026 | PANW Palo Alto Networks | after the close |
| Nov 19, 2026 | INTU Intuit | after the close |
| Nov 19, 2026 | KEYS Keysight Technologies | after the close |
| Nov 23, 2026 | HPE Hewlett Packard Enterprise | after the close |
| Nov 24, 2026 | ADI Analog Devices | before the open |
| Nov 24, 2026 | ADSK Autodesk | after the close |
| Nov 24, 2026 | DELL Dell Technologies | no time announced |
| Nov 24, 2026 | HPQ HP | after the close |
| Nov 24, 2026 | WDAY Workday | after the close |
| Dec 1, 2026 | CRWD CrowdStrike | after the close |
| Dec 1, 2026 | MRVL Marvell Technology | no time announced |
| Dec 1, 2026 | NTAP NetApp | after the close |
| Dec 2, 2026 | CRM Salesforce | no time announced |
| Dec 9, 2026 | ADBE Adobe | no time announced |
| Dec 9, 2026 | ORCL Oracle | no time announced |
| Dec 9, 2026 | SNPS Synopsys | no time announced |
Who reports this week across the S&P 500 →
The other S&P 500 sectors
- Basic Materials
- Communication Services
- Consumer Cyclical
- Consumer Defensive
- Energy
- Financial Services
- Healthcare
- Industrials
- Real Estate
- Utilities
Dividend yields in Technology and across the S&P 500 →
Sources: sector classification, market cap and P/E from the market-data provider (Yahoo Finance), as of the latest close downloaded; Quant500 multi-factor ranking of Nov 4, 2026; SEC Form 4 (EDGAR); Nasdaq public calendar. P/E is trailing twelve months and the median is taken per company, not per share class. Not investment advice.