Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Tech Hardware Storage and Peripherals Industry Analysis

UpdatedJun 30, 2026
DataAggregated Company Financials
Companies50
  • 7D-5.7%
  • 3M22.4%
  • 1Y57.3%
  • YTDn/a

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has dropped 6.0%, driven by a pullback from Apple of 4.5%. Meanwhile, Quantinuum actually outperformed within the industry, gaining 11% in the last week. Over the past 12 months, the industry was up 61%. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

Has the U.S. Tech Hardware Storage and Peripherals Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Jun 2026US$5.1tUS$587.7bUS$138.0b40.8x36.9x8.7x
Thu, 28 May 2026US$5.3tUS$584.2bUS$136.5b44.7x38.9x9.1x
Sat, 25 Apr 2026US$4.6tUS$556.1bUS$122.6b31.5x37.1x8.2x
Mon, 23 Mar 2026US$4.0tUS$556.1bUS$122.6b25.2x33x7.3x
Wed, 18 Feb 2026US$4.2tUS$552.9bUS$121.7b27.6x34.1x7.5x
Fri, 16 Jan 2026US$4.1tUS$514.0bUS$111.8b29.2x36.5x7.9x
Sun, 14 Dec 2025US$4.3tUS$514.1bUS$111.9b24.3x38.7x8.4x
Tue, 11 Nov 2025US$4.2tUS$512.7bUS$113.1b27.7x37.2x8.2x
Thu, 09 Oct 2025US$4.0tUS$504.4bUS$100.3b30.3x40.1x8x
Sat, 06 Sep 2025US$3.7tUS$504.4bUS$100.3b22.9x37.2x7.4x
Mon, 04 Aug 2025US$3.2tUS$502.4bUS$101.0b18.4x31.2x6.3x
Wed, 02 Jul 2025US$3.1tUS$500.2bUS$98.5b19.6x31.9x6.3x
Fri, 30 May 2025US$3.1tUS$499.8bUS$99.9b17.3x31.2x6.2x
Sun, 27 Apr 2025US$3.3tUS$494.1bUS$101.2b13x32.1x6.6x
Tue, 25 Mar 2025US$3.4tUS$494.0bUS$101.2b17x33.5x6.9x
Thu, 20 Feb 2025US$3.8tUS$486.7bUS$100.5b23.5x38x7.9x
Sat, 18 Jan 2025US$3.6tUS$473.9bUS$97.2b23.8x36.7x7.5x
Mon, 16 Dec 2024US$3.9tUS$473.9bUS$97.2b27.9x40x8.2x
Wed, 13 Nov 2024US$3.5tUS$472.6bUS$96.4b22.8x36.4x7.4x
Fri, 11 Oct 2024US$3.6tUS$466.0bUS$106.7b19.9x33.9x7.8x
Sun, 08 Sep 2024US$3.5tUS$466.1bUS$106.6b20.1x32.5x7.4x
Tue, 06 Aug 2024US$3.5tUS$461.9bUS$105.9b24.1x32.8x7.5x
Thu, 04 Jul 2024US$3.6tUS$457.1bUS$103.3b27.2x34.4x7.8x
Sat, 01 Jun 2024US$3.1tUS$456.8bUS$103.3b28.6x30x6.8x
Mon, 29 Apr 2024US$2.8tUS$458.2bUS$103.4b24.1x26.7x6x
Wed, 27 Mar 2024US$2.8tUS$457.8bUS$102.9b26x27.2x6.1x
Fri, 23 Feb 2024US$2.9tUS$458.7bUS$102.6b28.2x28.6x6.4x
Sun, 21 Jan 2024US$3.1tUS$454.7bUS$98.6b28.3x31.1x6.7x
Tue, 19 Dec 2023US$3.2tUS$455.3bUS$98.5b29.4x32.2x7x
Thu, 16 Nov 2023US$3.0tUS$456.1bUS$98.2b19.6x30.6x6.6x
Sat, 14 Oct 2023US$2.9tUS$453.8bUS$95.1b23.6x30.4x6.4x
Mon, 11 Sep 2023US$2.9tUS$453.9bUS$95.1b23.2x30.3x6.3x
Wed, 09 Aug 2023US$2.9tUS$453.5bUS$95.2b32.1x30.6x6.4x
Fri, 07 Jul 2023US$3.1tUS$456.4bUS$95.7b32x32.4x6.8x
Price to Earnings Ratio

32.4x


Total Market Cap: US$3.1tTotal Earnings: US$95.7bTotal Revenue: US$456.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tech Hardware Storage and Peripherals Industry Price to Earnings3Y Average 33.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Technology Hardware, Storage and Peripherals industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 36.8x which is higher than its 3-year average PE of 33.7x.
  • The 3-year average PS ratio of 7.2x is lower than the industry's current PS ratio of 8.6x.
Past Earnings Growth
  • The earnings for companies in the Technology Hardware, Storage and Peripherals industry have grown 13% per year over the last three years.
  • Revenues for these companies have grown 8.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Tech Hardware Storage and Peripherals compare with similar industries?

US Market0.31%
Tech-1.87%
Tech Hardware-5.65%
Tech Hardware Storage and Peripherals-5.65%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GPGI GPGIUS$15.548.4%
+US$347.8m		10.3%PS187685.3x
QNT QuantinuumUS$72.846.7%
+US$152.5m		n/aPS142.3x
CRSR Corsair GamingUS$9.256.3%
+US$58.8m		-2.0%PE104.4x
PMTS CPI Card GroupUS$20.5712.8%
+US$26.7m		-13.3%PE19.3x
DBD Diebold NixdorfUS$83.450.7%
+US$19.7m		50.6%PE26.8x

Latest News

DELL
US$414.61
Dell Technologies
7D
-1.0%
1Y
238.2%
WDC
US$651.88
Western Digital
7D
-2.8%
1Y
921.1%
SNDK
US$2,050.39
Sandisk
7D
-9.8%
1Y
4,421.3%
IONQ
US$53.88
IonQ
7D
-7.6%
1Y
25.4%
AAPL
US$281.74
Apple
7D
-5.1%
1Y
37.3%
DBD
US$83.45
Diebold Nixdorf
7D
0.7%
1Y
50.6%
SMCI
US$28.15
Super Micro Computer
7D
-20.6%
1Y
-42.6%
STX
US$968.53
Seagate Technology Holdings
7D
-11.5%
1Y
571.1%
TACT
US$5.27
TransAct Technologies
7D
3.3%
1Y
44.0%
GPGI
US$15.54
GPGI
7D
8.4%
1Y
10.3%
HPE
US$44.41
Hewlett Packard Enterprise
7D
-8.2%
1Y
117.2%
Narrative Update • Jun 29

HPE: AI Server Pricing And Memory Inflation Will Constrain Future Upside Potential

The analyst price target for Hewlett Packard Enterprise has been raised sharply to $36.90 from $21.00, with analysts pointing to stronger AI-driven server and data center demand, improved profitability assumptions, and a modestly lower discount rate in updated models. Analyst Commentary Recent research coverage on Hewlett Packard Enterprise highlights a sharp shift in expectations, with many firms lifting price targets after the latest Q2 results and AI driven server momentum.
PMTS
US$20.57
CPI Card Group
7D
12.8%
1Y
-13.3%
Narrative Update • Jun 24

PMTS: Long Term Partnerships And 2026 Delivery Will Support Future Upside

Analysts updated their CPI Card Group price target to $27.50. This reflects offsetting $5 cuts and $2 increases in recent research, while key valuation inputs such as fair value, discount rate, revenue growth, profit margin, and future P/E remain largely unchanged.
XRX
US$3.17
Xerox Holdings
7D
3.6%
1Y
-39.8%
Seeking Alpha • Jun 24

Xerox - Solid Returns, Proof Of Value Post-Q1'26

Summary Xerox (XRX) remains a speculative 'BUY' with a reiterated $6/share price target, supported by strong turnaround progress and Lexmark synergies. Q1'26 results confirmed revenue up 27%, tripled adjusted EBIT, and improved operating margin, validating the ongoing recovery thesis. XRX continues to address debt, enhance free cash flow, and maintain liquidity, with recent opportunistic debt buybacks and a 3.18% dividend yield. Despite a +50% rally, further upside is expected as the turnaround and synergies are not yet fully realized; bankruptcy risk remains minimal. Read the full article on Seeking Alpha
IMMR
US$6.84
Immersion
7D
4.0%
1Y
-13.5%
Seeking Alpha • Jun 22

Immersion Corporation: Another Value Play For The Patient Investor

Summary Immersion remains a value play, trading ~26.4% below its estimated $9/share underlying value. IMMR's upside is now more tied to BNED's turnaround and ongoing equity investments, as patent monetization catalysts have weakened and patent portfolio value is uncertain. The company maintains strong liquidity, no debt, and a forward dividend yield near 4.5%, providing a moderate baseline return for patient investors. While no near-term catalyst is evident, management's activist background and recent events suggest ongoing efforts to unlock shareholder value. Read the full article on Seeking Alpha
CRSR
US$9.25
Corsair Gaming
7D
6.3%
1Y
-2.0%
Narrative Update • Jun 17

CRSR: Recent Stock Spike Will Face Pressure From Weakening Margins

Corsair Gaming's analyst fair value estimate has moved from $6.00 to $7.00, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E, while also citing recent shifts in Street price targets and views on near term margin pressure. Analyst Commentary Recent Street commentary on Corsair Gaming highlights a mixed setup, with some bullish attention on price targets but also a clear thread of caution around valuation, margin durability and short term execution risks.
QNT
US$72.84
Quantinuum
7D
6.7%
1Y
n/a