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U.S. Tech Hardware Storage and Peripherals Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies50
  • 7D-6.0%
  • 3M26.8%
  • 1Y60.8%
  • YTDn/a

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has dropped 6.0%, driven by Apple declining 4.5%. In contrast, Quantinuum has gained 8.3%. This takes the industry's 12 month performance to a gain of 61%. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Jun 2026US$5.1tUS$587.7bUS$138.0b40.2x36.8x8.6x
Wed, 27 May 2026US$5.3tUS$584.2bUS$136.5b44.6x38.6x9x
Fri, 24 Apr 2026US$4.6tUS$556.1bUS$122.6b31.1x37.1x8.2x
Sun, 22 Mar 2026US$4.0tUS$556.1bUS$122.6b25.2x33x7.3x
Tue, 17 Feb 2026US$4.2tUS$552.9bUS$121.7b27x34.2x7.5x
Thu, 15 Jan 2026US$4.1tUS$514.0bUS$111.8b28.3x36.5x7.9x
Sat, 13 Dec 2025US$4.3tUS$514.1bUS$111.9b24.3x38.8x8.4x
Mon, 10 Nov 2025US$4.2tUS$512.7bUS$113.1b27.2x37.1x8.2x
Wed, 08 Oct 2025US$4.0tUS$504.4bUS$100.3b28.9x40.2x8x
Fri, 05 Sep 2025US$3.7tUS$504.4bUS$100.3b23.1x36.9x7.3x
Sun, 03 Aug 2025US$3.2tUS$502.4bUS$101.0b18.4x31.2x6.3x
Tue, 01 Jul 2025US$3.1tUS$500.2bUS$98.5b19.6x31.9x6.3x
Thu, 29 May 2025US$3.1tUS$499.7bUS$99.9b17.2x31.2x6.2x
Sat, 26 Apr 2025US$3.2tUS$494.1bUS$101.2b13x32x6.5x
Mon, 24 Mar 2025US$3.4tUS$494.0bUS$101.2b16.5x33.5x6.9x
Wed, 19 Feb 2025US$3.8tUS$486.7bUS$100.5b23.5x38x7.9x
Fri, 17 Jan 2025US$3.7tUS$473.9bUS$97.2b23.9x38.2x7.8x
Sun, 15 Dec 2024US$3.9tUS$473.9bUS$97.2b27.9x40x8.2x
Tue, 12 Nov 2024US$3.6tUS$472.6bUS$96.4b23x36.8x7.5x
Thu, 10 Oct 2024US$3.6tUS$466.0bUS$106.7b19.7x33.4x7.6x
Sat, 07 Sep 2024US$3.5tUS$466.1bUS$106.6b20.1x32.5x7.4x
Mon, 05 Aug 2024US$3.5tUS$461.9bUS$105.9b24.8x32.8x7.5x
Wed, 03 Jul 2024US$3.5tUS$457.1bUS$103.3b27.1x33.7x7.6x
Fri, 31 May 2024US$3.1tUS$456.8bUS$103.3b28.4x29.8x6.8x
Sun, 28 Apr 2024US$2.8tUS$458.2bUS$103.4b24.1x26.7x6x
Tue, 26 Mar 2024US$2.8tUS$457.8bUS$102.9b26.1x27.3x6.1x
Thu, 22 Feb 2024US$2.9tUS$458.7bUS$102.6b27.9x28.6x6.4x
Sat, 20 Jan 2024US$3.1tUS$454.7bUS$98.6b28.3x31.1x6.7x
Mon, 18 Dec 2023US$3.2tUS$455.3bUS$98.5b27.4x32.2x7x
Wed, 15 Nov 2023US$3.0tUS$456.1bUS$98.2b19.5x30.2x6.5x
Fri, 13 Oct 2023US$2.9tUS$453.8bUS$95.1b24.2x30.5x6.4x
Sun, 10 Sep 2023US$2.9tUS$453.9bUS$95.1b23.2x30.3x6.3x
Tue, 08 Aug 2023US$2.9tUS$453.5bUS$95.2b32.4x30.4x6.4x
Thu, 06 Jul 2023US$3.1tUS$456.4bUS$95.7b31.9x32.4x6.8x
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 Market-2.52%
Tech-5.78%
Tech Hardware-6.04%
Tech Hardware Storage and Peripherals-6.04%
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
QNT QuantinuumUS$75.5710.7%
+US$243.5m		n/aPS147.6x
GPGI GPGIUS$15.065.0%
+US$208.7m		6.9%PS181888.1x
DBD Diebold NixdorfUS$84.982.5%
+US$72.7m		53.4%PE27.3x
XRX Xerox HoldingsUS$3.318.2%
+US$32.7m		-37.2%PS0.06x
PMTS CPI Card GroupUS$20.3811.7%
+US$24.6m		-14.1%PE19.1x

Latest News

WDC
US$586.45
Western Digital
7D
-20.0%
1Y
816.5%
AAPL
US$283.78
Apple
7D
-4.5%
1Y
38.3%
IONQ
US$49.31
IonQ
7D
-15.4%
1Y
14.8%
SNDK
US$2,090.71
Sandisk
7D
-8.0%
1Y
4,510.2%
GPGI
US$15.06
GPGI
7D
5.0%
1Y
6.9%
STX
US$899.90
Seagate Technology Holdings
7D
-17.7%
1Y
523.5%
Seeking Alpha • 11h

Seagate: Firing On All Cylinders, But The Stock Leaves Little Upside

Summary Seagate Technology stands out operationally, with rapid revenue growth, robust margins, and strong free cash flow, but trades at a premium valuation. STX benefits from a vertically integrated model and nearline drive demand, offering long-term visibility, but remains exposed to cyclical volatility and competitive threats. Recent results show 44% y/y revenue growth and a record 47% gross margin, with management guiding for continued momentum and nearline capacity committed through 2027. I rate STX a Hold: operational excellence is offset by elevated multiples and high expectations, making the risk-reward unattractive absent a significant pullback or further structural upside. Read the full article on Seeking Alpha
DBD
US$84.98
Diebold Nixdorf
7D
2.5%
1Y
53.4%
DELL
US$399.49
Dell Technologies
7D
-4.6%
1Y
225.8%
SMCI
US$30.63
Super Micro Computer
7D
-13.6%
1Y
-37.5%
Narrative Update • Jun 26

SMCI: Ongoing Export Control And Compliance Risks Will Constrain AI Server Upside

Super Micro Computer's analyst fair value estimate has been revised higher from about $16.15 to $17.56 per share, as analysts factor in a higher discount rate, slightly lower modeled revenue growth and margins, and support from recent price target increases that highlight perceived risk/reward benefits from the $7b financing and strong AI server demand. Analyst Commentary Recent Street research on Super Micro Computer shows a mixed picture, with some firms highlighting what they see as improved risk and reward following the $7b financing and strong AI server demand, while others underscore execution and governance risks that could affect the stock's valuation and growth profile.
HPE
US$43.71
Hewlett Packard Enterprise
7D
-9.7%
1Y
113.7%
PMTS
US$20.38
CPI Card Group
7D
11.7%
1Y
-14.1%
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$3.31
Xerox Holdings
7D
8.2%
1Y
-37.2%
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$7.02
Immersion
7D
7.2%
1Y
-10.9%
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
MOVE
US$24.46
Corvex
7D
6.5%
1Y
388.5%
QNT
US$75.57
Quantinuum
7D
10.7%
1Y
n/a
FOXX
US$3.27
Foxx Development Holdings
7D
10.3%
1Y
-40.5%