U.S. Tech Undervalued over 20% based on DCF

Cisco Systems

Market Cap: US$437.7b

Designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.

Dell Technologies

Market Cap: US$285.6b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

Seagate Technology Holdings

Market Cap: US$192.6b

Engages in providing data storage solutions in Singapore, the United States, the Netherlands, and internationally.

Corning

Market Cap: US$129.1b

Operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally.

Hewlett Packard Enterprise

Market Cap: US$70.8b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

TE Connectivity

Market Cap: US$58.9b

Manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas.

Coherent

Market Cap: US$56.7b

Develops, manufactures, and markets lasers, transceivers, other optical and optoelectronic devices, modules, and systems worldwide.

Ciena

Market Cap: US$56.0b

A network technology company, provides hardware, software, and services for various network operators in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and India.

Flex

Market Cap: US$40.8b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, healthcare, industrial, and power industries in the Americas, Asia, and Europe.

Everpure

Market Cap: US$36.1b

Provides data storage and management technologies, products, and services in the United States and internationally.

Jabil

Market Cap: US$32.8b

Provides engineering, manufacturing, and supply chain solutions worldwide.

HP

Market Cap: US$27.2b

Provides personal computing, printing, 3D printing, hybrid work, gaming, and other related technologies in the United States and internationally.

Super Micro Computer

Market Cap: US$24.1b

Develops and sells server and storage solutions based on modular and open-standard architecture in the United States, Asia, Europe, and internationally.

Zebra Technologies

Market Cap: US$17.4b

Operates in the automatic identification and data capture solutions industry worldwide.

CDW

Market Cap: US$17.2b

Provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.

Littelfuse

Market Cap: US$10.5b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

Vontier

Market Cap: US$4.5b

Provides mobility ecosystem solutions worldwide.

Extreme Networks

Market Cap: US$3.0b

Develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Crane NXT

Market Cap: US$2.9b

Operates as an industrial technology company that provides technology solutions to secure, detect, and authenticate customers’ important assets.

NetScout Systems

Market Cap: US$2.8b

Provides carrier service assurance, cybersecurity, and Distributed Denial-of-Service (DDoS) solutions to protect digital business services against disruptions.

Gilat Satellite Networks

Market Cap: US$808.8m

Provides satellite-based broadband communication solutions in Israel, the United States, Peru, and internationally.

Ribbon Communications

Market Cap: US$363.0m

Provides communications technology in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Lantronix

Market Cap: US$266.8m

Develops, markets, and sells industrial and enterprise internet of things (IoT) products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan.

Turtle Beach

Market Cap: US$226.7m

An audio and gaming technology company, develops and markets audio and gaming accessory products under the Turtle Beach brand in the Americas, Europe, the Middle East, and the Asia Pacific.

Autoscope Technologies

Market Cap: US$31.6m

Develops and markets video and radar processing products for use in intersection control, highway, bridge and tunnel traffic management, and traffic data collection applications in the Asia, Europe, the Middle East, and North America.