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U.S. Tech Hardware Storage and Peripherals Industry Analysis

UpdatedJul 29, 2026
DataAggregated Company Financials
Companies51
  • 7D0.6%
  • 3M24.2%
  • 1Y71.6%
  • YTDn/a

Last week, the Tech Hardware Storage and Peripherals industry hasn't moved much but Apple is up 3.8% in that time. The past year has been better, since the industry has gained 72% in that time. Looking forward, 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
Wed, 29 Jul 2026US$5.6tUS$587.7bUS$138.3b40.9x40.8x9.6x
Fri, 26 Jun 2026US$5.2tUS$587.7bUS$137.9b43x37.9x8.9x
Sun, 24 May 2026US$5.3tUS$584.2bUS$136.5b42.8x38.6x9x
Tue, 21 Apr 2026US$4.5tUS$556.1bUS$122.6b32.1x36.6x8.1x
Thu, 19 Mar 2026US$4.2tUS$556.1bUS$122.6b26.2x33.9x7.5x
Sat, 14 Feb 2026US$4.2tUS$552.9bUS$121.7b27.3x34.9x7.7x
Mon, 12 Jan 2026US$4.1tUS$514.0bUS$111.8b26.4x36.3x7.9x
Wed, 10 Dec 2025US$4.3tUS$514.1bUS$111.9b26.4x38.7x8.4x
Fri, 07 Nov 2025US$4.2tUS$512.3bUS$113.2b27.2x37.3x8.2x
Sun, 05 Oct 2025US$4.0tUS$504.4bUS$100.3b28.5x40.3x8x
Tue, 02 Sep 2025US$3.6tUS$502.9bUS$100.5b21.6x35.9x7.2x
Thu, 31 Jul 2025US$3.3tUS$500.2bUS$98.6b20x33.3x6.6x
Sat, 28 Jun 2025US$3.1tUS$500.2bUS$98.5b18.2x31.9x6.3x
Mon, 26 May 2025US$3.0tUS$499.7bUS$99.9b16.5x30.4x6.1x
Wed, 23 Apr 2025US$3.0tUS$494.1bUS$101.2b11.5x29.6x6.1x
Fri, 21 Mar 2025US$3.3tUS$494.0bUS$101.2b16.1x33.1x6.8x
Sun, 16 Feb 2025US$3.8tUS$479.7bUS$100.4b22.1x38x8x
Tue, 14 Jan 2025US$3.7tUS$473.9bUS$97.2b22.4x38x7.8x
Thu, 12 Dec 2024US$3.9tUS$473.9bUS$97.2b21.7x39.9x8.2x
Sat, 09 Nov 2024US$3.6tUS$472.6bUS$96.4b30x36.9x7.5x
Mon, 07 Oct 2024US$3.6tUS$466.0bUS$106.7b17.9x33.5x7.7x
Wed, 04 Sep 2024US$3.6tUS$465.4bUS$106.6b21.7x33.8x7.7x
Fri, 02 Aug 2024US$3.5tUS$458.0bUS$104.4b25.6x34x7.7x
Sun, 30 Jun 2024US$3.4tUS$457.1bUS$103.3b26.9x32.8x7.4x
Tue, 28 May 2024US$3.1tUS$456.7bUS$103.3b28.1x29.7x6.7x
Thu, 25 Apr 2024US$2.7tUS$457.6bUS$102.7b23.9x26.4x5.9x
Sat, 23 Mar 2024US$2.8tUS$457.8bUS$102.9b26.4x27.3x6.1x
Mon, 19 Feb 2024US$2.9tUS$458.7bUS$102.6b27.9x28.7x6.4x
Wed, 17 Jan 2024US$3.0tUS$454.7bUS$98.6b27.4x30.2x6.5x
Fri, 15 Dec 2023US$3.2tUS$455.3bUS$98.5b26.8x32.2x7x
Sun, 12 Nov 2023US$3.0tUS$456.1bUS$98.2b19x30.4x6.6x
Tue, 10 Oct 2023US$2.9tUS$453.8bUS$95.1b24x30.4x6.4x
Thu, 07 Sep 2023US$3.0tUS$453.9bUS$95.1b22.7x31.1x6.5x
Sat, 05 Aug 2023US$2.9tUS$453.5bUS$95.2b31.7x30.9x6.5x
Price to Earnings Ratio

30.9x


Total Market Cap: US$2.9tTotal Earnings: US$95.2bTotal Revenue: US$453.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tech Hardware Storage and Peripherals Industry Price to Earnings3Y Average 33.9x202420252026
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 40.8x which is higher than its 3-year average PE of 33.9x.
  • The 3-year average PS ratio of 7.3x is lower than the industry's current PS ratio of 9.6x.
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 9.0% 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-1.50%
Tech-4.80%
Tech Hardware0.63%
Tech Hardware Storage and Peripherals0.63%
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
AAPL AppleUS$340.083.8%
+US$181.2b		61.0%PE40.7x
HPQ HPUS$28.2914.0%
+US$3.2b		10.2%PE10.1x
NTAP NetAppUS$174.535.3%
+US$1.7b		64.5%PE26.8x
CRSR Corsair GamingUS$10.748.7%
+US$91.9m		15.7%PE121.3x
DBD Diebold NixdorfUS$90.752.9%
+US$89.0m		58.7%PE29.1x

Latest News

AAPL
US$340.08
Apple
7D
3.8%
1Y
61.0%
STX
US$747.30
Seagate Technology Holdings
7D
-16.2%
1Y
389.5%
SNDK
US$1,096.10
Sandisk
7D
-31.5%
1Y
2,426.2%
SMCI
US$28.45
Super Micro Computer
7D
-6.9%
1Y
-53.1%
Seeking Alpha • 16h

Super Micro: Governance Headwinds Persist - Backlog Conversion Meets FCF/Debt Risks

Summary Super Micro Computer, Inc. proves its structurally robust, AI-driven growth prospects through the outsized, new orders of $60B in the preliminary FQ4 '26 results. Despite this, SMCI faces lumpy top/bottom-line performance from the customers' delayed data center buildouts and capex/FCF risks from the insatiable compute demand. SMCI stock trades at discounted P/E of 10.61x, with it reflecting the governance headwinds across the smuggling case and the financial reporting weakness. Elevated short interest, equity dilution risks, insider selling, and uncertain order conversion timing reinforce the mixed risk/reward prospects entering FQ4'26 earnings call. SMCI remains a Hold here, with it remaining a potential value trap, pending further governance clarity and improved credibility. Read the full article on Seeking Alpha
KODK
US$8.29
Eastman Kodak
7D
6.6%
1Y
19.8%
WDC
US$463.51
Western Digital
7D
-15.5%
1Y
556.4%
IMMR
US$7.66
Immersion
7D
17.5%
1Y
6.4%
IONQ
US$33.88
IonQ
7D
-4.6%
1Y
-16.4%
HPE
US$45.59
Hewlett Packard Enterprise
7D
-2.4%
1Y
118.7%
DELL
US$392.10
Dell Technologies
7D
-3.0%
1Y
193.7%
Narrative Update • Jul 24

DELL: AI Server Frenzy Will Eventually Meet Tight Memory Supply Ceiling

The analyst price target for Dell Technologies has been raised from $321.69 to $381.72. Analysts cite stronger modeled revenue growth, higher profit margins, and tighter AI server supply as key factors supporting the higher valuation and slightly lower discount rate assumptions.
CRSR
US$10.74
Corsair Gaming
7D
8.7%
1Y
15.7%
PMTS
US$21.16
CPI Card Group
7D
7.4%
1Y
2.6%
NTAP
US$174.53
NetApp
7D
5.3%
1Y
64.5%
P
US$72.99
Everpure
7D
-1.8%
1Y
22.9%
HPQ
US$28.29
HP
7D
14.0%
1Y
10.2%
Seeking Alpha • Jul 11

HP Is A High Yielding Undervalued Tech Stock (Technical Analysis)

Summary HP, Inc. is a high-yield, undervalued tech stock with a bullish technical setup and a nearly 5% dividend yield. HPQ demonstrates strong valuation and profitability grades, with recent upward revisions to EPS and revenue estimates supporting its investment case. Technical analysis shows HPQ trading above its 30-week EMA, with bullish momentum, volume, and relative strength versus the S&P 500. The dividend appears well-covered with a 35% payout ratio and 3.39x free cash flow coverage, despite a modest dividend safety grade. Read the full article on Seeking Alpha
DBD
US$90.75
Diebold Nixdorf
7D
2.9%
1Y
58.7%
Seeking Alpha • Jul 10

Diebold Nixdorf: Nothing That Turns The Eye

Summary Diebold Nixdorf is rated a "Hold" despite a 42.86% 12-month rally, driven by strong Retail segment performance and management's robust FY2026 free cash flow guidance. DBD trades at a discounted P/FCF versus the sector median, but Banking segment growth remains lackluster, limiting upside until automated/teller cash recycler sales accelerate. Retail segment momentum is underpinned by self-checkout technology and Smart Vision, addressing shrink and labor costs, with backlog rising to $790 million. Recent restructuring reduced legacy debt, but high-interest costs (9.9%) and modest 6% YoY consolidated revenue growth temper enthusiasm for a higher rating. Read the full article on Seeking Alpha