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U.S. Tech Hardware Storage and Peripherals Industry Analysis

UpdatedMar 29, 2026
DataAggregated Company Financials
Companies49
  • 7D-0.3%
  • 3M-6.4%
  • 1Y20.9%
  • YTDn/a

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has remained flat, although notably Sandisk declined by 13%. As for the the longer term, the industry is up 21% over the past 12 months. As for the next few years, earnings are expected to grow by 9.5% 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
Sun, 29 Mar 2026US$4.0tUS$556.2bUS$122.6b23.7x32.9x7.2x
Tue, 24 Feb 2026US$4.3tUS$552.9bUS$121.7b26.8x35.3x7.8x
Thu, 22 Jan 2026US$3.9tUS$514.0bUS$111.8b31.8x34.8x7.6x
Sat, 20 Dec 2025US$4.2tUS$514.1bUS$111.9b23.8x37.9x8.2x
Mon, 17 Nov 2025US$4.2tUS$512.7bUS$113.1b26.5x37.5x8.3x
Wed, 15 Oct 2025US$3.9tUS$504.4bUS$100.3b29x38.8x7.7x
Fri, 12 Sep 2025US$3.5tUS$504.4bUS$100.3b24.9x35.3x7x
Sun, 10 Aug 2025US$3.6tUS$502.7bUS$100.7b18.9x35.3x7.1x
Tue, 08 Jul 2025US$3.3tUS$499.8bUS$98.6b20x33.8x6.7x
Thu, 05 Jun 2025US$3.2tUS$500.2bUS$98.5b17.8x32.1x6.3x
Sat, 03 May 2025US$3.3tUS$498.6bUS$102.2b13.4x32.2x6.6x
Mon, 31 Mar 2025US$3.4tUS$494.1bUS$101.2b14.1x33.4x6.8x
Wed, 26 Feb 2025US$3.9tUS$486.7bUS$100.5b21.7x38.3x7.9x
Fri, 24 Jan 2025US$3.5tUS$473.9bUS$97.2b25.2x36.1x7.4x
Sun, 22 Dec 2024US$4.0tUS$473.9bUS$97.2b25.8x40.9x8.4x
Tue, 19 Nov 2024US$3.5tUS$472.5bUS$96.4b22.5x36.4x7.4x
Thu, 17 Oct 2024US$3.7tUS$466.0bUS$106.7b20.3x34.2x7.8x
Sat, 14 Sep 2024US$3.5tUS$466.0bUS$106.7b22.2x32.8x7.5x
Mon, 12 Aug 2024US$3.4tUS$465.1bUS$106.7b22.8x31.9x7.3x
Wed, 10 Jul 2024US$3.7tUS$457.1bUS$103.3b27.6x35.5x8x
Fri, 07 Jun 2024US$3.1tUS$457.1bUS$103.2b28x30.4x6.9x
Sun, 05 May 2024US$3.0tUS$456.7bUS$103.3b25.5x28.6x6.5x
Tue, 02 Apr 2024US$2.8tUS$457.8bUS$102.9b24.5x27.3x6.1x
Thu, 29 Feb 2024US$3.0tUS$458.8bUS$102.5b27.8x28.8x6.4x
Sat, 27 Jan 2024US$3.1tUS$454.4bUS$98.6b30.6x31.6x6.9x
Mon, 25 Dec 2023US$3.1tUS$455.3bUS$98.5b26.6x31.6x6.8x
Wed, 22 Nov 2023US$3.0tUS$456.1bUS$98.1b22.7x31x6.7x
Fri, 20 Oct 2023US$2.8tUS$453.8bUS$95.1b21.9x29.8x6.2x
Sun, 17 Sep 2023US$2.8tUS$453.9bUS$95.1b20.6x29.7x6.2x
Tue, 15 Aug 2023US$2.9tUS$454.0bUS$95.2b25.9x30.5x6.4x
Thu, 13 Jul 2023US$3.1tUS$456.4bUS$95.7b31.6x32.1x6.7x
Sat, 10 Jun 2023US$2.9tUS$456.4bUS$95.7b30.2x30.7x6.4x
Mon, 08 May 2023US$2.8tUS$458.1bUS$96.3b21.4x29.1x6.1x
Wed, 05 Apr 2023US$2.7tUS$460.6bUS$97.1b24.8x27.7x5.8x
Price to Earnings Ratio

27.7x


Total Market Cap: US$2.7tTotal Earnings: US$97.1bTotal Revenue: US$460.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tech Hardware Storage and Peripherals Industry Price to Earnings3Y Average 33x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Technology Hardware, Storage and Peripherals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 33.0x.
  • The industry is trading close to its 3-year average PS ratio of 7.0x.
Past Earnings Growth
  • The earnings for companies in the Technology Hardware, Storage and Peripherals industry have grown 8.1% per year over the last three years.
  • Revenues for these companies have grown 6.5% 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-1.89%
Tech-3.47%
Tech Hardware-0.33%
Tech Hardware Storage and Peripherals-0.33%
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$248.800.3%
+US$11.9b		14.2%PE31x
DELL Dell TechnologiesUS$171.819.0%
+US$9.1b		86.2%PE18.7x
HPE Hewlett Packard EnterpriseUS$23.9410.4%
+US$3.0b		51.6%PS0.9x
HPQ HPUS$19.446.4%
+US$1.1b		-30.3%PE7.1x
SMCI Super Micro ComputerUS$21.977.0%
+US$864.7m		-35.9%PE15.1x

Latest News

QUBT
US$6.66
Quantum Computing
7D
-4.3%
1Y
-21.2%
HPE
US$23.94
Hewlett Packard Enterprise
7D
10.4%
1Y
51.6%
PSTG
US$58.98
Everpure
7D
-5.8%
1Y
28.2%
SNDK
US$615.83
Sandisk
7D
-13.2%
1Y
1,157.6%
AAPL
US$248.80
Apple
7D
0.3%
1Y
14.2%

Buy now, I don't see this stock going much lower-too many improvements making quiet waves...

Well, folks, my experience is personal, as such my hope is that experience will help you decide if what I did yesterday with Apple (AAPL) is for you as well: Mine was something few believe, robocalls on this iphone, before that the landlines associated with it-but for the last 8 years, I have been the robocall king with over 28,000 calls-it ruined pretty much everything, as imagine if you had a phone, but could rarely use it because there was so much spam, it never allowed an open line-much less clients to call in-it was an impossible scenario, and then, very quietly, Apple just solved this for everyone with an Iphone-call screening. Now, after all of this interference, that problem is somewhat simply solved by Apple, I cannot stress enough how little this is up played so far.
SMCI
US$21.97
Super Micro Computer
7D
7.0%
1Y
-35.9%
NTAP
US$102.34
NetApp
7D
1.2%
1Y
15.8%
DELL
US$171.81
Dell Technologies
7D
9.0%
1Y
86.2%
HPQ
US$19.44
HP
7D
6.4%
1Y
-30.3%

HPQ: AI PCs And Memory Sourcing Shifts Will Define Future Upside Potential

Analysts have reset expectations on HP, with the internal fair value estimate moving from about $38.00 to $25.18 as they factor in lower profit margins, a reduced future P/E of 8.8x versus 10.9x, and ongoing memory cost headwinds reflected in a string of lower price targets across the Street. Analyst Commentary Street research on HP Inc.
STX
US$380.07
Seagate Technology Holdings
7D
-7.6%
1Y
347.6%
GPGI
US$16.06
GPGI
7D
-5.9%
1Y
46.8%

GPGI: Major Issuer Partnerships Will Shape Future Margin Quality And Upside

Analysts kept their GPGI fair value target steady at $22.00. They cited updated assumptions that reflect higher expected revenue growth, a lower profit margin profile, a higher future P/E, and a slightly higher discount rate informed in part by recent research around card-issuing partnerships such as the Chase and Apple Card shift.
WDC
US$275.34
Western Digital
7D
-6.1%
1Y
577.8%

Western Digital Corp (WDC): The HDD Renaissance and the "Road to $20 EPS"

Western Digital has successfully rebranded itself as the "Pure-Play" king of mass-capacity storage. By shedding the volatile NAND Flash segment, the company has allowed its Nearline HDD business to shine as the fundamental backbone of the AI data economy.
KODK
US$9.46
Eastman Kodak
7D
20.8%
1Y
52.6%
INFQ
US$9.85
Infleqtion
7D
11.8%
1Y
n/a
IONQ
US$27.51
IonQ
7D
-11.8%
1Y
20.4%

IonQ: Exceptional Technology but Valuation Far Ahead of Financial Reality

Artificial intelligence has dominated technology markets in recent years and driven enormous investment into computing infrastructure. If AI represents the current frontier of computing, quantum computing could represent the next major paradigm shift.
VTIX
US$6.68
Virtuix Holdings
7D
-24.8%
1Y
n/a