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U.S. Tech Hardware Storage and Peripherals Industry Analysis

UpdatedMay 27, 2026
DataAggregated Company Financials
Companies51
  • 7D4.8%
  • 3M19.1%
  • 1Y69.5%
  • YTDn/a

In the last week, the Tech Hardware Storage and Peripherals industry is up 4.8%, with Apple up 3.1%. Meanwhile, Bgin Blockchain actually underperformed within the industry, shrinking 9.7% in the last week. This takes the industry's 12 month performance to a gain of 70%. Earnings are forecast to grow by 11% 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
Thu, 28 May 2026US$5.3tUS$584.2bUS$136.5b44.6x38.6x9x
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
Sun, 04 Jun 2023US$2.9tUS$456.4bUS$95.7b30.2x30.6x6.4x
Price to Earnings Ratio

30.6x


Total Market Cap: US$2.9tTotal 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 33.5x202420252026
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 38.6x which is higher than its 3-year average PE of 33.5x.
  • The 3-year average PS ratio of 7.2x is lower than the industry's current PS ratio of 9.0x.
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 8.6% 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 Market2.46%
Tech4.59%
Tech Hardware4.75%
Tech Hardware Storage and Peripherals4.75%
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$310.852.8%
+US$126.3b		55.1%PE37.2x
DELL Dell TechnologiesUS$305.3225.7%
+US$40.5b		168.4%PE33.4x
SNDK SandiskUS$1.59k14.2%
+US$29.2b		4,021.2%PE52.2x
STX Seagate Technology HoldingsUS$870.6615.9%
+US$26.8b		642.0%PE82.1x
WDC Western DigitalUS$530.6015.4%
+US$24.5b		913.6%PE28.8x

Latest News

AAPL
US$310.85
Apple
7D
2.8%
1Y
55.1%
DELL
US$305.32
Dell Technologies
7D
25.7%
1Y
168.4%
Seeking Alpha • 12h

Dell: The AI Infrastructure Compounder The Market Still Misreads

Summary Dell Technologies (DELL) is a buy, with the market underestimating its operational edge and forward earnings growth despite a record-high multiple. DELL's $43B AI backlog, rapid repricing ability, and negative cash conversion cycle drive robust cash generation and shareholder returns. FY2027 AI revenue is guided to double to ~$50B, with EPS expected to rise 25% to $12.90, supporting the current valuation. Key risks include margin compression from AI server pricing, component cost inflation, and heightened sensitivity to quarterly execution at elevated multiples. Read the full article on Seeking Alpha
SNDK
US$1,589.94
Sandisk
7D
14.2%
1Y
4,021.2%
Seeking Alpha • 15h

Sandisk Can Keep On Rising Even If NAND Prices Cool

Summary Sandisk's data center storage revenue is surging on AI-fueled demand, with repeated upside surprises versus Wall Street expectations. Sandisk is extending its JV with Kioxia Holdings, securing DRAM supply, and boosting fab output through R&D efficiency, keeping capex intensity low while expanding free cash flow margins. A newly authorized 6 billion dollar share buyback, alongside rising buyback spending, signals management’s confidence in Sandisk's prospects ahead. NAND spot prices have paused rising, and Chinese competitors are expanding capacity, presenting a risk of the memory upcycle ending sooner. But Sandisk can thrive on volume growth alone. SNDK's EV/EBITDA premium to peers is now below its historical median levels, while earnings growth is driving most of the stock’s gains—a good foundation for long-term upside. Read the full article on Seeking Alpha
STX
US$870.66
Seagate Technology Holdings
7D
15.9%
1Y
642.0%
IONQ
US$65.40
IonQ
7D
24.6%
1Y
37.5%
WDC
US$530.60
Western Digital
7D
15.4%
1Y
913.6%
HPE
US$37.20
Hewlett Packard Enterprise
7D
10.1%
1Y
110.3%
CAN
US$0.40
Canaan
7D
-9.4%
1Y
-40.0%
NTAP
US$142.74
NetApp
7D
20.0%
1Y
43.2%
MOVE
US$21.74
Corvex
7D
-9.0%
1Y
450.8%
FOXX
US$2.82
Foxx Development Holdings
7D
-28.4%
1Y
-41.1%
SONM
US$4.07
DNA X
7D
-9.2%
1Y
-75.9%
BGIN
US$3.10
Bgin Blockchain
7D
-13.2%
1Y
n/a