/cloudfront-us-east-1.images.arcpublishing.com/morningstar/4JOND5R2SBFPZE63XWPYQDG56A.png)
Technology
Companies engaged in the design, development, and support of computer operating systems and applications. This sector also includes companies that provide computer technology consulting services and companies engaged in the manufacturing of computer equipment, data storage products, networking products, semiconductors, and components.
Featured
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/PPB6K765QVEN5C6ZRHVEXM3CIQ.jpg)
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/PKH6NPHLCRBR5DT2RWCY2VOCEQ.png)
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/EGA35LGTJFBVTDK3OCMQCHW7XQ.png)
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/VZ75Y7YOWNC7PPE5HNPGTGWCUI.jpg)
Latest Company Reports
- NXPINXP Semiconductors NV
NXP Semi Warrants a Wide Moat and Is Driving Ahead in Automotive Semis
/s3.amazonaws.com/arc-authors/morningstar/5c8852db-04a9-4ec5-8527-9107fff80c09.jpg)
- Rating
- Price
- $271.40
- Fair Value
- $773.00
- Uncertainty
- Medium
- Economic Moat
- Nfcsh
- Capital Allocation
- Hqbwmxkc
- ADBEAdobe Inc
Dominance in the Creative Market Fuels Adobe’s Wide Moat
- Rating
- Price
- $522.25
- Fair Value
- $932.00
- Uncertainty
- High
- Economic Moat
- Ykyp
- Capital Allocation
- Xvshffbb
- AVGOBroadcom Inc
Broadcom Is a Diversified Chip and Software Vendor With a Wide Moat and Accelerating AI Sales
/s3.amazonaws.com/arc-authors/morningstar/ca129aad-9614-4bf0-993b-3df5f6bfa41e.jpg)
- Rating
- Price
- $1,802.52
- Fair Value
- $9,689.00
- Uncertainty
- Medium
- Economic Moat
- Tjxg
- Capital Allocation
- Yxrrynwy
- JKHYJack Henry & Associates Inc
We Think Jack Henry Can Continue to Outperform Its Larger Peers
/s3.amazonaws.com/arc-authors/morningstar/da2d065f-39a9-49e3-8551-1d3832fc658a.jpg)
- Rating
- Price
- $162.21
- Fair Value
- $635.00
- Uncertainty
- Medium
- Economic Moat
- Zmcj
- Capital Allocation
- Wxfzwwfl
- CYBRCyberArk Software Ltd
CyberArk Is Building a Comprehensive Identity Security Platform
/s3.amazonaws.com/arc-authors/morningstar/4ef98a5a-6be5-4127-a335-3568837ad0cd.jpg)
- Rating
- Price
- $255.05
- Fair Value
- $485.00
- Uncertainty
- Very High
- Economic Moat
- Fdfptv
- Capital Allocation
- Zjkxkfscg
- ORCLOracle Corp
Oracle’s Switching Costs Still at Risk Even With IaaS Bright Spot
/s3.amazonaws.com/arc-authors/morningstar/f497c984-8e67-4c32-8c6c-210934e57017.jpg)
- Rating
- Price
- $144.64
- Fair Value
- $43.00
- Uncertainty
- Medium
- Economic Moat
- Knqzlc
- Capital Allocation
- Xdzv
- APHAmphenol Corp Class A
Amphenol Is a Wide-Moat Connector Supplier With a Diversified Growth Opportunity
- Rating
- Price
- $69.73
- Fair Value
- $38.00
- Uncertainty
- Medium
- Economic Moat
- Qzzj
- Capital Allocation
- Qvmggrdp
- ARMARM Holdings PLC ADR
Raising Arm Holdings' Fair Value Estimate to $66; Shares Overvalued
- Rating
- Price
- $174.13
- Fair Value
- $34.00
- Uncertainty
- High
- Economic Moat
- Vhzl
- Capital Allocation
- Fsspfhc
- NVDANVIDIA Corp
$105 Fair Value Estimate After Nvidia Completes a 10/1 Split
- Rating
- Price
- $135.58
- Fair Value
- $336.00
- Uncertainty
- Very High
- Economic Moat
- Nvlr
- Capital Allocation
- Zsykdkdqv
- DOCUDocuSign Inc
Docusign's Leadership in E-Signatures Is Not Driving Uptake of Other Solutions
- Rating
- Price
- $50.97
- Fair Value
- $41.00
- Uncertainty
- High
- Economic Moat
- Hsvj
- Capital Allocation
- Dwvddfst
- SMARSmartsheet Inc Class A
Smartsheet Continues to Expand Footprint in Sticky Enterprise Market
/s3.amazonaws.com/arc-authors/morningstar/349733fa-2129-460a-bd1a-9587528b9b83.jpg)
- Rating
- Price
- $41.24
- Fair Value
- $58.00
- Uncertainty
- Very High
- Economic Moat
- Jrcqg
- Capital Allocation
- Vyyjglmf
- HPEHewlett Packard Enterprise Co
HPE Offers Diversified Exposure to Servers, Storage, and Networking, but Doesn’t Hold a Moat
- Rating
- Price
- $21.84
- Fair Value
- $48.00
- Uncertainty
- Medium
- Economic Moat
- Wlcf
- Capital Allocation
- Xrckgcm
- GWREGuidewire Software Inc
Guidewire’s Agile Cloud Platform Is Seeing Rapid Adoption in the Insurance Vertical
- Rating
- Price
- $135.51
- Fair Value
- $225.00
- Uncertainty
- High
- Economic Moat
- Xdcp
- Capital Allocation
- Sjzgdkvs
- ASMLASML Holding NV ADR
Raising Our Fair Value Estimate for ASML to EUR 900; TSMC Adoption of High-NA EUV Improves Certainty
- Rating
- Price
- $1,061.38
- Fair Value
- $985.00
- Uncertainty
- High
- Economic Moat
- Qbvx
- Capital Allocation
- Bcnfkbqyz
- ESTCElastic NV
Elastic Is a Multisolution Vendor With Strong Offerings Across Search, Observability, and Security
- Rating
- Price
- $109.97
- Fair Value
- $61.00
- Uncertainty
- Very High
- Economic Moat
- Bhvhvhq
- Capital Allocation
- Rjrzptwr
Largest Stocks in the Technology Sector
|
1-Day Chart
|
Name
|
Industry
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|---|
| NVIDIA Corp
NVDA
| Semiconductors | Qdydhqtbfs | Xsbxd | $3.3 Tril | |||
| Microsoft Corp
MSFT
| Software - Infrastructure | Ndknmhxv | Gkkq | $3.3 Tril | |||
| Apple Inc
AAPL
| Consumer Electronics | Krmqcjshmz | Vljg | $3.3 Tril | |||
| Broadcom Inc
AVGO
| Semiconductors | Phgrzgxsr | Nmwh | $839.1 Bil | |||
| Taiwan Semiconductor Manufacturing Co Ltd ADR
TSM
| Semiconductors | Zkvyxbmbj | Wgpz | $756.4 Bil | |||
| ASML Holding NV ADR
ASML
| Semiconductor Equipment & Materials | Ktgyxfkgp | Bglbg | $416.9 Bil | |||
| Oracle Corp
ORCL
| Software - Infrastructure | Ljsc | Qmphvc | $397.5 Bil | |||
| Qualcomm Inc
QCOM
| Semiconductors | Rhvqpyh | Wvgrwf | $253.4 Bil | |||
| Advanced Micro Devices Inc
AMD
| Semiconductors | Djyvsptsy | Yflxggl | $249.9 Bil | |||
| Adobe Inc
ADBE
| Software - Infrastructure | Ghqfgsctp | Fws | $234.0 Bil |
More in Technology
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/6ZMXY4RCRNEADPDWYQVTTWALWM.jpg)
The Optimists Were Right About FANG Stocks
And the growth-stock skeptics were very, very wrong.
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/4JOND5R2SBFPZE63XWPYQDG56A.png)
5 Top-Performing Tech Stock ETFs
Listings from iShares and VanEck top the list of the best-performing ETFs in this category.
Technology Sector Outlook: A Top Performer With Limited Buying Opportunities
We believe the best tech stocks include Snowflake, Cognizant, and Teradyne.
Green Technology Stocks That Look Cheap
Samsung SDI and First Solar are trading at a discount within the Morningstar Global Emerging Green Technologies Select 30 Index.
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/A6LZMBVCSRAHVH4UCG676LP6MY.jpg)
Nvidia 2023 vs. Cisco 1999: Will History Repeat?
The similarities and differences between two dominant tech stocks with huge rallies.
Shoals Earnings: Cautious Commentary Overshadows Strong Results
4 Tech-Heavy Funds to Watch
Large technology stakes bring volatility risk.
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/KEGKFRO24VF67PWV7V2ADNG37U.png)
Technology: A Top Sector With New Buying Opportunities
We remain confident in secular tailwinds like cloud computing, artificial intelligence, and rising semiconductor demand.
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/QYEEHXTNYFE4DJSJZTAJ4MSRM4.jpg)
5 Top-Performing Technology ETFs
Offerings from iShares and Invesco lead the pack.
/cloudfront-us-east-1.images.arcpublishing.com/morningstar/TXAOQ3NTDNAVLGMP3O4BVUVFTA.png)