| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 261.01 | 0.3 | 9.5 | 25.1 | 269.8 | 280.5 | 2026-01-30 |
| Advanced Micro Devices, Inc. | AMD | 220.89 | 6.4 | 11.1 | 41.0 | 209.1 | 232.8 | 2026-02-04 |
| Intel Corporation | INTC | 47.26 | 7.3 | 4.5 | 10.6 | 52.6 | 43.6 | 2026-01-25 |
| Lattice Semiconductor Corporation | LSCC | 86.16 | 3.7 | 23.7 | 72.8 | 79.4 | 86.1 | 2026-02-03 |
| Marvell Technology, Inc. | MRVL | 83.02 | 0.2 | 9.4 | 24.2 | 90.3 | 97.2 | 2026-03-02 |
| NVIDIA Corporation | NVDA | 185.61 | 0.4 | 23.9 | 35.1 | 270.2 | 314.9 | 2026-02-19 |
| Arm Holdings plc | ARM | 107.73 | -3.1 | 25.3 | 68.6 | N/A | N/A | 2026-02-05 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Everspin Technologies, Inc. | MRAM | 12.14 | 6.8 | 4.4 | 32.8 | 7.1 | 7.2 | 2026-02-05 |
| Micron Technology, Inc. | MU | 338.02 | -2.3 | 9.1 | 16.7 | 245.5 | 273.5 | 2026-03-17 |
| Rambus Inc. | RMBS | 95.24 | 2.5 | 14.2 | 28.2 | 101.7 | 107.5 | 2026-01-29 |
| Western Digital Corporation | WDC | 214.00 | 0.9 | Review | Review | Review | Review | 2025-10-30 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Amazon.com, Inc. | AMZN | 242.48 | -1.6 | 3.8 | 15.4 | 207.3 | 176.9 | 2026-01-30 |
| Alphabet Inc. | GOOG | 336.30 | 1.1 | 10.4 | 18.8 | 326.9 | 329.7 | 2026-01-29 |
| International Business Machines Corporation | IBM | 302.77 | -3.0 | 5.2 | 18.2 | 331.1 | 341.4 | 2026-01-28 |
| Meta Platforms, Inc. | META | 630.72 | -1.8 | 8.5 | 13.6 | 633.2 | 597.8 | 2026-01-28 |
| Microsoft Corporation | MSFT | 470.37 | -1.4 | 11.9 | 19.0 | 536.6 | 545.6 | 2026-01-28 |
| Oracle Corporation | ORCL | 202.24 | -1.2 | 11.4 | 19.1 | 286.1 | 308.3 | 2026-03-10 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Dell Technologies Inc. | DELL | 119.72 | -0.6 | 1.0 | 9.2 | 126.2 | 144.4 | 2026-02-25 |
| HP Inc. | HPQ | 21.08 | -0.5 | 0.7 | 6.9 | 22.0 | 21.9 | 2026-02-25 |
| Super Micro Computer, Inc. | SMCI | 28.64 | -4.9 | Review | Review | Review | Review | 2025-11-04 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Analog Devices, Inc. | ADI | 296.13 | 0.8 | 13.7 | 24.5 | 317.3 | 338.3 | 2026-02-25 |
| Broadcom Inc. | AVGO | 354.50 | 0.7 | 27.2 | 38.4 | 396.8 | 436.8 | 2026-03-11 |
| Himax Technologies, Inc. | HIMX | 8.54 | 2.8 | 1.5 | 12.3 | N/A | N/A | 2026-02-06 |
| Microchip Technology Incorporated | MCHP | 74.00 | 0.8 | 10.9 | 29.4 | 77.3 | 80.1 | 2026-02-06 |
| NXP Semiconductors N.V. | NXPI | 238.85 | 0.2 | 5.8 | 16.0 | 272.9 | 293.5 | 2026-01-27 |
| QUALCOMM Incorporated | QCOM | 165.26 | -2.4 | 4.2 | 10.3 | 191.1 | 197.6 | 2026-02-05 |
| Qorvo, Inc. | QRVO | 80.29 | -0.2 | 2.2 | 8.7 | 59.9 | 65.0 | 2026-02-03 |
| STMicroelectronics N.V. | STM | 28.44 | 0.3 | 2.0 | 6.8 | 30.6 | 31.1 | 2026-01-25 |
| Skyworks Solutions, Inc. | SWKS | 58.46 | -0.7 | 2.0 | 6.0 | 61.5 | 44.7 | 2026-02-04 |
| Texas Instruments Incorporated | TXN | 188.43 | -0.3 | 10.5 | 21.0 | 202.9 | 242.8 | 2026-01-20 |
| Silicon Laboratories Inc. | SLAB | 146.22 | 0.8 | 6.0 | 224.4 | 144.1 | 153.8 | 2026-02-04 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Cadence Design Systems, Inc. | CDNS | 322.83 | -0.8 | 16.8 | 35.6 | 372.7 | 389.7 | 2026-01-27 |
| Synopsys, Inc. | SNPS | 512.89 | -3.8 | 15.3 | 33.8 | 455.5 | 437.7 | 2026-03-10 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| GlobalFoundries Inc. | GFS | 40.84 | 2.4 | 3.2 | 9.0 | 31.4 | 31.8 | 2026-02-12 |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 330.88 | -0.3 | 14.4 | 20.1 | 357.9 | 374.1 | 2026-01-15 |
| United Microelectronics Corporation | UMC | 8.64 | -2.4 | 3.0 | 7.1 | 10.6 | 11.3 | 2026-01-28 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Axcelis Technologies, Inc. | ACLS | 96.96 | 1.3 | 3.1 | 17.1 | N/A | N/A | 2026-02-04 |
| Applied Materials, Inc. | AMAT | 304.72 | -0.8 | 8.5 | 25.7 | 271.3 | 276.2 | 2026-02-13 |
| Entegris, Inc. | ENTG | 102.08 | 0.2 | 5.9 | 18.4 | 100.8 | 104.2 | 2026-01-30 |
| KLA Corporation | KLAC | 1,442.43 | 1.0 | 15.3 | 32.4 | 1306.5 | 1408.2 | 2026-01-29 |
| Lam Research Corporation | LRCX | 214.42 | -2.7 | 13.8 | 37.3 | 167.8 | 182.8 | 2026-01-22 |
| MKS Instruments, Inc. | MKSI | 193.04 | 3.8 | 4.4 | 14.0 | 188.4 | 196.4 | 2026-02-05 |
| ASML Holding N.V. | ASML | 1,270.18 | -0.9 | 13.9 | 35.0 | 1137.1 | 1176.7 | 2026-01-15 |
| BE Semiconductor Industries N.V. | BESIY | 192.00 | 1.1 | 22.8 | 56.7 | 186.5 | 165.4 | 2026-01-24 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Amkor Technology, Inc. | AMKR | 51.96 | 0.7 | 2.0 | 12.4 | N/A | N/A | 2026-01-27 |
| Teradyne, Inc. | TER | 229.30 | 2.2 | 12.7 | 50.1 | 165.1 | 171.6 | 2026-01-28 |
| ASE Technology Holding Co., Ltd. | ASX | 18.68 | 2.2 | 2.4 | 14.2 | 13.3 | 13.7 | 2026-01-30 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| indie Semiconductor, Inc. | INDI | 4.08 | 4.6 | 5.1 | -25.1 | 3.4 | 4.0 | 2026-02-06 |
| Monolithic Power Systems, Inc. | MPWR | 982.83 | 1.6 | 17.3 | 47.0 | 1214.3 | 1297.2 | 2026-01-30 |
| ON Semiconductor Corporation | ON | 59.42 | 1.1 | 4.0 | 8.7 | 57.8 | 50.0 | 2026-02-04 |
| Infineon Technologies AG | IFNNY | 49.35 | 1.3 | 4.3 | 18.2 | 48.0 | 50.4 | 2026-02-12 |
| Company | Ticker | Market Price | Up (Down), % | EV/ S | EV/ EBITDA | Fair Price | Target Price | Next Earn. Call |
|---|---|---|---|---|---|---|---|---|
| Arista Networks, Inc. | ANET | 129.93 | 5.3 | 18.2 | 37.5 | 160.0 | 176.5 | 2026-02-04 |
| Ciena Corporation | CIEN | 246.42 | 5.2 | 7.4 | 45.8 | 190.9 | 211.8 | 2026-03-11 |
| Cisco Systems, Inc. | CSCO | 75.50 | 2.0 | 5.4 | 15.0 | 76.1 | 79.1 | 2026-02-12 |
| Coherent Corp. | COHR | 190.03 | 2.6 | 5.4 | 20.0 | 154.0 | 160.9 | 2026-02-05 |
| Extreme Networks, Inc. | EXTR | 16.15 | 3.5 | 1.8 | 15.4 | 15.9 | 15.9 | 2026-01-28 |
| F5, Inc. | FFIV | 269.81 | -0.3 | 4.7 | 12.3 | 297.7 | 244.7 | 2026-01-27 |
| Hewlett Packard Enterprise Company | HPE | 22.29 | 0.9 | 1.6 | 8.2 | 21.0 | 22.8 | 2026-03-04 |
| Fabrinet | FN | 489.00 | 5.6 | 4.6 | 38.7 | 435.3 | 473.4 | 2026-02-03 |
| Lumentum Holdings Inc. | LITE | 361.33 | 6.3 | 15.0 | 82.6 | 250.8 | 314.5 | 2026-02-04 |
| Palo Alto Networks, Inc. | PANW | 190.85 | 1.0 | 13.6 | 43.7 | 222.0 | 237.6 | 2026-02-19 |
| Viavi Solutions Inc. | VIAV | 18.03 | -0.1 | 3.8 | 24.0 | 15.6 | 17.9 | 2026-01-29 |
| Zscaler, Inc. | ZS | 216.84 | 0.1 | 11.7 | 48.2 | 324.5 | 327.7 | 2026-02-25 |