S&P 500 Technology stocks: today's ranking and data
The S&P 500 has 85 companies in Technology today. It accounts for 38.0% of the market value of the index companies. Its median P/E is 32.2, against 23.6 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 Sep 18, 2026: the average of four factors (momentum, value, quality and growth) computed from public data, against the 466 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 466 | MU Micron Technology | 23.0 | $1.15T |
| 2 | 2 of 466 | WDC Western Digital | 18.2 | $159.13B |
| 3 | 3 of 466 | STX Seagate Technology | 61.7 | $195.28B |
| 4 | 7 of 466 | TER Teradyne | 51.0 | $58.08B |
| 5 | 10 of 466 | NVDA NVIDIA | 28.1 | $5.37T |
| 6 | 12 of 466 | LITE Lumentum | — | $83.50B |
| 7 | 13 of 466 | DELL Dell Technologies | 33.0 | $361.18B |
| 8 | 16 of 466 | AMD Advanced Micro Devices | 143.9 | $913.89B |
| 9 | 17 of 466 | HPE Hewlett Packard Enterprise | 31.5 | $80.66B |
| 10 | 18 of 466 | PLTR Palantir Technologies | 153.1 | $426.88B |
| 11 | 19 of 466 | CIEN Ciena | 77.9 | $49.46B |
| 12 | 23 of 466 | FTNT Fortinet | 60.0 | $124.61B |
| 13 | 30 of 466 | LRCX Lam Research | 50.0 | $360.52B |
| 14 | 31 of 466 | AMAT Applied Materials | 38.4 | $352.81B |
| 15 | 34 of 466 | MRVL Marvell Technology | 80.6 | $219.51B |
| 16 | 42 of 466 | FSLR First Solar | 12.1 | $21.06B |
| 17 | 45 of 466 | ADI Analog Devices | 44.6 | $182.06B |
| 18 | 50 of 466 | KEYS Keysight Technologies | 45.9 | $57.03B |
| 19 | 54 of 466 | AAPL Apple | 38.6 | $4.91T |
| 20 | 59 of 466 | FICO Fair Isaac | 27.4 | $20.51B |
| 21 | 62 of 466 | AVGO Broadcom | 45.6 | $1.71T |
| 22 | 66 of 466 | VRSN VeriSign | 32.9 | $27.40B |
| 23 | 68 of 466 | APH Amphenol | 38.9 | $191.24B |
| 24 | 69 of 466 | FIS Fidelity National Information Services | 5.5 | $18.37B |
| 25 | 79 of 466 | INTC Intel | — | $574.07B |
| 26 | 83 of 466 | KLAC KLA | 48.3 | $231.25B |
| 27 | 87 of 466 | GLW Corning | 68.6 | $129.32B |
| 28 | 98 of 466 | CSCO Cisco Systems | 32.8 | $431.75B |
| 29 | 118 of 466 | NTAP NetApp | 27.9 | $38.85B |
| 30 | 127 of 466 | SMCI Super Micro Computer | 12.0 | $25.68B |
| 31 | 129 of 466 | TXN Texas Instruments | 40.6 | $243.51B |
| 32 | 135 of 466 | PTC PTC | 13.2 | $14.74B |
| 33 | 145 of 466 | ANET Arista Networks | 62.9 | $251.48B |
| 34 | 168 of 466 | CRWD CrowdStrike | 3,802.4 | $243.34B |
| 35 | 171 of 466 | HPQ HP | 13.2 | $31.02B |
| 36 | 191 of 466 | GRMN Garmin | 28.3 | $52.85B |
| 37 | 192 of 466 | MSFT Microsoft | 27.5 | $3.67T |
| 38 | 206 of 466 | ADBE Adobe | 14.2 | $98.95B |
| 39 | 215 of 466 | JBL Jabil | 37.4 | $31.39B |
| 40 | 219 of 466 | TEL TE Connectivity | 20.1 | $59.47B |
| 41 | 223 of 466 | TDY Teledyne Technologies | 29.2 | $27.97B |
| 42 | 225 of 466 | SNPS Synopsys | 67.3 | $73.77B |
| 43 | 238 of 466 | ADSK Autodesk | 28.1 | $45.34B |
| 44 | 240 of 466 | DDOG Datadog | 459.8 | $82.56B |
| 45 | 250 of 466 | FFIV F5 | 34.4 | $24.46B |
| 46 | 252 of 466 | GEN Gen Digital | 17.0 | $17.37B |
| 47 | 254 of 466 | COHR Coherent | 77.0 | $62.15B |
| 48 | 257 of 466 | FLEX Flex | 41.9 | $40.08B |
| 49 | 262 of 466 | MPWR Monolithic Power Systems | 74.4 | $59.85B |
| 50 | 268 of 466 | ROP Roper Technologies | 15.4 | $36.86B |
| 51 | 275 of 466 | MCHP Microchip Technology | 107.8 | $39.79B |
| 52 | 277 of 466 | JKHY Jack Henry & Associates | 22.2 | $10.86B |
| 53 | 281 of 466 | CTSH Cognizant Technology Solutions | 12.8 | $26.97B |
| 54 | 284 of 466 | PAYX Paychex | 23.7 | $41.34B |
| 55 | 290 of 466 | XYZ Block | 136.2 | $45.83B |
| 56 | 302 of 466 | PANW Palo Alto Networks | 773.6 | $297.41B |
| 57 | 304 of 466 | CRM Salesforce | 21.7 | $195.81B |
| 58 | 308 of 466 | CPAY Corpay | 24.2 | $26.12B |
| 59 | 310 of 466 | WDAY Workday | 39.2 | $46.72B |
| 60 | 314 of 466 | NXPI NXP Semiconductors | 19.5 | $57.49B |
| 61 | 326 of 466 | FISV Fiserv | 9.1 | $25.09B |
| 62 | 327 of 466 | AKAM Akamai Technologies | 37.7 | $15.02B |
| 63 | 331 of 466 | ZBRA Zebra Technologies | 31.7 | $16.40B |
| 64 | 338 of 466 | LDOS Leidos | 11.9 | $16.02B |
| 65 | 339 of 466 | ON ON Semiconductor | 45.1 | $27.24B |
| 66 | 343 of 466 | IBM International Business Machines | 20.3 | $216.27B |
| 67 | 348 of 466 | INTU Intuit | 18.3 | $81.02B |
| 68 | 352 of 466 | ACN Accenture | 14.5 | $110.94B |
| 69 | 358 of 466 | UBER Uber Technologies | 15.4 | $144.00B |
| 70 | 362 of 466 | QCOM QUALCOMM | 20.3 | $189.82B |
| 71 | 368 of 466 | ADP Automatic Data Processing | 24.8 | $107.75B |
| 72 | 371 of 466 | IT Gartner | 16.8 | $11.73B |
| 73 | 375 of 466 | GDDY GoDaddy | 14.5 | $12.34B |
| 74 | 393 of 466 | ORCL Oracle | 23.1 | $446.33B |
| 75 | 411 of 466 | MSI Motorola Solutions | 36.1 | $75.91B |
| 76 | 414 of 466 | FTV Fortive | 29.1 | $16.61B |
| 77 | 423 of 466 | CDW CDW | 17.6 | $18.28B |
| 78 | 425 of 466 | CDNS Cadence Design Systems | 56.1 | $77.91B |
| 79 | 427 of 466 | BR Broadridge Financial Solutions | 17.0 | $18.60B |
| 80 | 428 of 466 | TRMB Trimble | — | $13.42B |
| 81 | 431 of 466 | NOW ServiceNow | 84.5 | $140.06B |
| 82 | 453 of 466 | TYL Tyler Technologies | 44.8 | $13.82B |
| 83 | 454 of 466 | SWKS Skyworks Solutions | 46.0 | $13.36B |
| — | not scored today | Q Qnity Electronics | 43.0 | $25.12B |
| — | not scored today | SNDK Sandisk | 24.5 | $262.36B |
"—" 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 | 32.2 | 82 of 85 |
| S&P 500 | 23.6 | 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 | NVDA NVIDIA | $5.37T | 20.2% | 10 |
| 2 | AAPL Apple | $4.91T | 18.5% | 54 |
| 3 | MSFT Microsoft | $3.67T | 13.8% | 192 |
| 4 | AVGO Broadcom | $1.71T | 6.4% | 62 |
| 5 | MU Micron Technology | $1.15T | 4.3% | 1 |
| 6 | AMD Advanced Micro Devices | $913.89B | 3.4% | 16 |
| 7 | INTC Intel | $574.07B | 2.2% | 79 |
| 8 | ORCL Oracle | $446.33B | 1.7% | 393 |
| 9 | CSCO Cisco Systems | $431.75B | 1.6% | 98 |
| 10 | PLTR Palantir Technologies | $426.88B | 1.6% | 18 |
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 Aug 19, 2026 to Sep 18, 2026, 3 open-market purchases ($15.3M) and 355 sales ($2.86B), filed on SEC Form 4 by directors, officers and 10% owners of 59 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 |
|---|---|---|---|---|
| DELL Dell Technologies | 0 | — | 51 | $783.6M |
| NVDA NVIDIA | 0 | — | 7 | $660.7M |
| STX Seagate Technology | 0 | — | 24 | $293.1M |
| DDOG Datadog | 0 | — | 21 | $102.8M |
| CPAY Corpay | 0 | — | 6 | $100.4M |
| PLTR Palantir Technologies | 0 | — | 5 | $89.6M |
| CRWD CrowdStrike | 0 | — | 24 | $86.5M |
| AMD Advanced Micro Devices | 0 | — | 5 | $85.5M |
| WDAY Workday | 0 | — | 4 | $74.2M |
| ANET Arista Networks | 0 | — | 6 | $72.6M |
| SNDK Sandisk | 0 | — | 6 | $66.1M |
| MSFT Microsoft | 0 | — | 2 | $64.2M |
| LITE Lumentum | 0 | — | 26 | $57.6M |
| MU Micron Technology | 0 | — | 1 | $38.8M |
| SNPS Synopsys | 0 | — | 4 | $38.0M |
| LRCX Lam Research | 0 | — | 4 | $31.5M |
| ADBE Adobe | 0 | — | 2 | $31.3M |
| UBER Uber Technologies | 2 | $15.3M | 1 | $2.0M |
| HPE Hewlett Packard Enterprise | 0 | — | 2 | $16.1M |
| GEN Gen Digital | 0 | — | 5 | $15.5M |
| SMCI Super Micro Computer | 0 | — | 4 | $15.4M |
| XYZ Block | 0 | — | 27 | $12.5M |
| KLAC KLA | 0 | — | 1 | $12.4M |
| ADP Automatic Data Processing | 0 | — | 7 | $11.6M |
| NTAP NetApp | 0 | — | 4 | $9.7M |
| FTNT Fortinet | 0 | — | 2 | $9.4M |
| MSI Motorola Solutions | 0 | — | 2 | $7.4M |
| COHR Coherent | 0 | — | 7 | $7.2M |
| ADI Analog Devices | 0 | — | 6 | $6.5M |
| TYL Tyler Technologies | 0 | — | 2 | $6.5M |
| IBM International Business Machines | 0 | — | 1 | $5.8M |
| WDC Western Digital | 0 | — | 8 | $4.7M |
| VRSN VeriSign | 1 | $6k | 6 | $4.1M |
| AMAT Applied Materials | 0 | — | 2 | $4.1M |
| MRVL Marvell Technology | 0 | — | 2 | $3.7M |
| GLW Corning | 0 | — | 2 | $3.5M |
| CIEN Ciena | 0 | — | 6 | $3.4M |
| CDNS Cadence Design Systems | 0 | — | 5 | $2.6M |
| GDDY GoDaddy | 0 | — | 9 | $2.4M |
| KEYS Keysight Technologies | 0 | — | 3 | $2.2M |
| PANW Palo Alto Networks | 0 | — | 5 | $2.2M |
| FFIV F5 | 0 | — | 2 | $1.9M |
| TXN Texas Instruments | 0 | — | 1 | $1.9M |
| AAPL Apple | 0 | — | 4 | $1.8M |
| TER Teradyne | 0 | — | 4 | $1.8M |
| NOW ServiceNow | 0 | — | 3 | $1.7M |
| ORCL Oracle | 0 | — | 1 | $1.5M |
| CSCO Cisco Systems | 0 | — | 5 | $1.2M |
| CRM Salesforce | 0 | — | 1 | $1.2M |
| IT Gartner | 0 | — | 2 | $785k |
| QCOM QUALCOMM | 0 | — | 3 | $594k |
| INTU Intuit | 0 | — | 2 | $407k |
| AKAM Akamai Technologies | 0 | — | 1 | $327k |
| MCHP Microchip Technology | 0 | — | 1 | $310k |
| NXPI NXP Semiconductors | 0 | — | 1 | $226k |
| CTSH Cognizant Technology Solutions | 0 | — | 3 | $176k |
| FSLR First Solar | 0 | — | 1 | $160k |
| LDOS Leidos | 0 | — | 1 | $141k |
| MPWR Monolithic Power Systems | 0 | — | 2 | $106k |
Upcoming earnings dates
Dates announced by the companies themselves, from Nasdaq's public calendar (between Sep 21, 2026 and Oct 23, 2026). They are announcements, not measured dates: each company's SEC history is on its earnings page.
| Date | Company | When |
|---|---|---|
| Sep 23, 2026 | PAYX Paychex | before the open |
| Sep 30, 2026 | JBL Jabil | before the open |
| Sep 30, 2026 | MU Micron Technology | after the close |
| Oct 1, 2026 | ACN Accenture | before the open |
| Oct 20, 2026 | TXN Texas Instruments | no time announced |
| Oct 21, 2026 | IBM International Business Machines | after the close |
| Oct 22, 2026 | INTC Intel | no time announced |
| Oct 22, 2026 | ROP Roper Technologies | no time announced |
| Oct 22, 2026 | VRSN VeriSign | 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 Sep 18, 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.