S&P 500 Technology stocks: today's ranking and data
The S&P 500 has 85 companies in Technology today. It accounts for 36.0% of the market value of the index companies. Its median P/E is 28.5, against 23.7 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 3, 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 | 10.9 | $912.77B |
| 2 | 5 of 461 | STX Seagate Technology | 29.7 | $129.82B |
| 3 | 6 of 461 | WDC Western Digital | 12.7 | $122.56B |
| 4 | 7 of 461 | TER Teradyne | 29.0 | $39.43B |
| 5 | 8 of 461 | HPE Hewlett Packard Enterprise | 25.7 | $65.91B |
| 6 | 9 of 461 | DELL Dell Technologies | 21.6 | $235.81B |
| 7 | 10 of 461 | LITE Lumentum | — | $55.37B |
| 8 | 11 of 461 | NVDA NVIDIA | 25.6 | $4.89T |
| 9 | 12 of 461 | FTNT Fortinet | 41.7 | $94.05B |
| 10 | 14 of 461 | PLTR Palantir Technologies | 120.1 | $410.90B |
| 11 | 18 of 461 | AMD Advanced Micro Devices | 105.8 | $794.57B |
| 12 | 19 of 461 | ADI Analog Devices | 48.0 | $195.77B |
| 13 | 21 of 461 | KEYS Keysight Technologies | 38.6 | $48.02B |
| 14 | 22 of 461 | LRCX Lam Research | 33.4 | $280.48B |
| 15 | 25 of 461 | VRSN VeriSign | 34.3 | $28.62B |
| 16 | 28 of 461 | TXN Texas Instruments | 40.3 | $284.17B |
| 17 | 40 of 461 | AMAT Applied Materials | 31.9 | $293.43B |
| 18 | 41 of 461 | MRVL Marvell Technology | 52.3 | $142.58B |
| 19 | 47 of 461 | NTAP NetApp | 26.4 | $36.76B |
| 20 | 51 of 461 | FFIV F5 | 26.1 | $18.59B |
| 21 | 56 of 461 | CIEN Ciena | 62.1 | $39.43B |
| 22 | 61 of 461 | AAPL Apple | 39.1 | $5.10T |
| 23 | 70 of 461 | SMCI Super Micro Computer | 9.2 | $19.71B |
| 24 | 73 of 461 | KLAC KLA | 37.8 | $196.75B |
| 25 | 79 of 461 | AVGO Broadcom | 41.7 | $1.56T |
| 26 | 93 of 461 | INTC Intel | — | $306.44B |
| 27 | 94 of 461 | FICO Fair Isaac | 21.8 | $16.27B |
| 28 | 95 of 461 | HPQ HP | 11.5 | $27.15B |
| 29 | 96 of 461 | CSCO Cisco Systems | 30.7 | $404.43B |
| 30 | 97 of 461 | PTC PTC | 19.0 | $21.22B |
| 31 | 104 of 461 | CRWD CrowdStrike | 3,863.0 | $247.22B |
| 32 | 110 of 461 | GRMN Garmin | 27.7 | $55.52B |
| 33 | 112 of 461 | APH Amphenol | 34.2 | $194.05B |
| 34 | 118 of 461 | FIS Fidelity National Information Services | 4.5 | $15.21B |
| 35 | 124 of 461 | ANET Arista Networks | 48.4 | $227.03B |
| 36 | 126 of 461 | GLW Corning | 47.1 | $100.19B |
| 37 | 137 of 461 | NXPI NXP Semiconductors | 20.9 | $66.85B |
| 38 | 147 of 461 | ZBRA Zebra Technologies | 26.5 | $15.51B |
| 39 | 150 of 461 | MSFT Microsoft | 28.9 | $4.11T |
| 40 | 152 of 461 | ON ON Semiconductor | 41.3 | $27.47B |
| 41 | 166 of 461 | MPWR Monolithic Power Systems | 70.4 | $62.33B |
| 42 | 168 of 461 | CPAY Corpay | 25.5 | $27.55B |
| 43 | 170 of 461 | JBL Jabil | 26.2 | $26.30B |
| 44 | 195 of 461 | FLEX Flex | 27.8 | $28.44B |
| 45 | 196 of 461 | GEN Gen Digital | 15.6 | $18.31B |
| 46 | 198 of 461 | TDY Teledyne Technologies | 28.5 | $28.87B |
| 47 | 199 of 461 | SNPS Synopsys | 79.9 | $87.59B |
| 48 | 212 of 461 | ADBE Adobe | 14.1 | $98.05B |
| 49 | 216 of 461 | MCHP Microchip Technology | 111.6 | $41.19B |
| 50 | 217 of 461 | COHR Coherent | 46.2 | $37.52B |
| 51 | 220 of 461 | DDOG Datadog | 384.9 | $69.11B |
| 52 | 226 of 461 | PANW Palo Alto Networks | 741.8 | $285.34B |
| 53 | 247 of 461 | TEL TE Connectivity | 19.6 | $62.53B |
| 54 | 254 of 461 | CTSH Cognizant Technology Solutions | 12.0 | $29.51B |
| 55 | 255 of 461 | ADSK Autodesk | 35.1 | $56.70B |
| 56 | 257 of 461 | XYZ Block | 117.8 | $52.37B |
| 57 | 264 of 461 | CRM Salesforce | 20.7 | $187.01B |
| 58 | 265 of 461 | GDDY GoDaddy | 16.3 | $15.06B |
| 59 | 269 of 461 | AKAM Akamai Technologies | 30.9 | $12.29B |
| 60 | 272 of 461 | CDNS Cadence Design Systems | 64.3 | $88.71B |
| 61 | 277 of 461 | JKHY Jack Henry & Associates | 25.4 | $12.40B |
| 62 | 279 of 461 | ROP Roper Technologies | 19.4 | $48.64B |
| 63 | 290 of 461 | IT Gartner | 15.1 | $13.33B |
| 64 | 296 of 461 | FSLR First Solar | 11.8 | $21.96B |
| 65 | 297 of 461 | ADP Automatic Data Processing | 26.8 | $119.47B |
| 66 | 311 of 461 | QCOM QUALCOMM | 19.1 | $178.28B |
| 67 | 312 of 461 | WDAY Workday | 41.1 | $48.98B |
| 68 | 327 of 461 | PAYX Paychex | 23.6 | $42.46B |
| 69 | 328 of 461 | MSI Motorola Solutions | 38.6 | $81.10B |
| 70 | 343 of 461 | FISV Fiserv | — | $32.82B |
| 71 | 359 of 461 | ORCL Oracle | 19.6 | $378.63B |
| 72 | 364 of 461 | FTV Fortive | 32.1 | $20.09B |
| 73 | 369 of 461 | ACN Accenture | 19.6 | $162.32B |
| 74 | 375 of 461 | UBER Uber Technologies | 15.7 | $146.33B |
| 75 | 379 of 461 | INTU Intuit | 21.7 | $96.25B |
| 76 | 391 of 461 | LDOS Leidos | 11.9 | $16.15B |
| 77 | 399 of 461 | IBM International Business Machines | 21.8 | $242.01B |
| 78 | 407 of 461 | CDW CDW | 19.8 | $20.63B |
| 79 | 412 of 461 | SWKS Skyworks Solutions | 41.9 | $19.03B |
| 80 | 415 of 461 | NOW ServiceNow | 78.9 | $113.79B |
| 81 | 419 of 461 | TRMB Trimble | — | $12.51B |
| 82 | 424 of 461 | BR Broadridge Financial Solutions | 21.3 | $21.71B |
| 83 | 435 of 461 | TYL Tyler Technologies | 53.2 | $16.80B |
| — | not scored today | Q Qnity Electronics | 41.5 | $24.22B |
| — | not scored today | SNDK Sandisk | 8.3 | $147.21B |
"—" 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 | 28.5 | 81 of 85 |
| S&P 500 | 23.7 | 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 | $5.10T | 20.3% | 61 |
| 2 | NVDA NVIDIA | $4.89T | 19.4% | 11 |
| 3 | MSFT Microsoft | $4.11T | 16.3% | 150 |
| 4 | AVGO Broadcom | $1.56T | 6.2% | 79 |
| 5 | MU Micron Technology | $912.77B | 3.6% | 1 |
| 6 | AMD Advanced Micro Devices | $794.57B | 3.2% | 18 |
| 7 | PLTR Palantir Technologies | $410.90B | 1.6% | 14 |
| 8 | CSCO Cisco Systems | $404.43B | 1.6% | 96 |
| 9 | ORCL Oracle | $378.63B | 1.5% | 359 |
| 10 | INTC Intel | $306.44B | 1.2% | 93 |
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 4, 2026 to Nov 3, 2026, 3 open-market purchases ($3.3M) and 157 sales ($764.8M), filed on SEC Form 4 by directors, officers and 10% owners of 41 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 | — | 7 | $207.1M |
| DELL Dell Technologies | 0 | — | 11 | $145.9M |
| APH Amphenol | 0 | — | 1 | $65.9M |
| CRWD CrowdStrike | 0 | — | 23 | $53.3M |
| 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 |
| 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 | — | 4 | $8.0M |
| 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 | — | 7 | $5.3M |
| ACN Accenture | 2 | $3.2M | 4 | $2.0M |
| FTV Fortive | 0 | — | 2 | $4.8M |
| MRVL Marvell Technology | 0 | — | 4 | $4.8M |
| AAPL Apple | 0 | — | 6 | $4.2M |
| MSFT Microsoft | 0 | — | 1 | $4.0M |
| TYL Tyler Technologies | 0 | — | 1 | $3.9M |
| CIEN Ciena | 0 | — | 4 | $2.6M |
| WDC Western Digital | 0 | — | 2 | $1.9M |
| TER Teradyne | 0 | — | 4 | $1.8M |
| JBL Jabil | 0 | — | 2 | $1.4M |
| PAYX Paychex | 0 | — | 1 | $844k |
| QCOM QUALCOMM | 0 | — | 2 | $757k |
| SNDK Sandisk | 0 | — | 1 | $695k |
| CDNS Cadence Design Systems | 0 | — | 1 | $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 4, 2026 and Dec 8, 2026). They are announcements, not measured dates: each company's SEC history is on its earnings page.
| Date | Company | When |
|---|---|---|
| Nov 4, 2026 | COHR Coherent | after the close |
| Nov 4, 2026 | CPAY Corpay | after the close |
| Nov 4, 2026 | FICO Fair Isaac | after the close |
| Nov 4, 2026 | MSI Motorola Solutions | after the close |
| Nov 4, 2026 | PTC PTC | after the close |
| Nov 4, 2026 | QCOM QUALCOMM | after the close |
| Nov 5, 2026 | AKAM Akamai Technologies | after the close |
| Nov 5, 2026 | MCHP Microchip Technology | after the close |
| Nov 11, 2026 | CSCO Cisco Systems | no time announced |
| Nov 12, 2026 | AMAT Applied Materials | 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 | no time announced |
| Nov 24, 2026 | WDAY Workday | after the close |
| Dec 1, 2026 | CRWD CrowdStrike | no time announced |
| 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 |
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 3, 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.