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U.S. Tech Sector Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies939
  • 7D1.1%
  • 3M15.9%
  • 1Y23.4%
  • YTD13.9%

Over the last 7 days, the Tech industry has risen 1.1%, driven by gains from NVIDIA of 3.5%. In the last 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 18% per annum.

Sector Valuation and Performance

Has the U.S. Tech Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Aug 2025US$20.8tUS$2.4tUS$418.9b29x49.6x8.5x
Fri, 25 Jul 2025US$20.5tUS$2.4tUS$394.2b28.3x51.9x8.6x
Sun, 22 Jun 2025US$18.7tUS$2.4tUS$391.4b27.2x47.9x7.9x
Tue, 20 May 2025US$18.1tUS$2.4tUS$385.4b26.6x47.1x7.7x
Thu, 17 Apr 2025US$15.5tUS$2.3tUS$386.6b24.8x40.2x6.7x
Sat, 15 Mar 2025US$16.1tUS$2.3tUS$386.3b26.6x41.6x6.9x
Mon, 10 Feb 2025US$18.2tUS$2.3tUS$372.2b33.2x48.8x7.9x
Wed, 08 Jan 2025US$18.9tUS$2.3tUS$366.9b32.9x51.5x8.4x
Fri, 06 Dec 2024US$18.8tUS$2.2tUS$361.2b33.3x52.1x8.4x
Sun, 03 Nov 2024US$17.2tUS$2.2tUS$353.4b29.7x48.8x7.7x
Tue, 01 Oct 2024US$17.3tUS$2.2tUS$378.0b30.1x45.7x8x
Thu, 29 Aug 2024US$16.9tUS$2.1tUS$367.6b29x46.1x7.9x
Sat, 27 Jul 2024US$16.2tUS$2.1tUS$361.7b31.6x44.7x7.7x
Mon, 24 Jun 2024US$16.9tUS$2.1tUS$360.5b30.4x46.8x8x
Wed, 22 May 2024US$15.1tUS$2.0tUS$337.3b29.7x44.8x7.4x
Fri, 19 Apr 2024US$13.9tUS$2.0tUS$328.5b27.8x42.3x6.8x
Sun, 17 Mar 2024US$14.5tUS$2.0tUS$325.3b27.9x44.7x7.1x
Tue, 13 Feb 2024US$14.5tUS$2.0tUS$308.4b27.3x47x7.1x
Thu, 11 Jan 2024US$13.2tUS$2.0tUS$292.0b26.1x45.3x6.5x
Sat, 09 Dec 2023US$12.8tUS$2.1tUS$293.2b25x43.6x6.2x
Mon, 06 Nov 2023US$11.8tUS$2.0tUS$279.2b23.1x42.4x5.8x
Wed, 04 Oct 2023US$11.6tUS$2.0tUS$269.9b24.5x43x5.7x
Fri, 01 Sep 2023US$12.2tUS$2.0tUS$272.0b24.6x45x6x
Sun, 30 Jul 2023US$12.3tUS$2.0tUS$263.2b24.8x46.6x6x
Tue, 27 Jun 2023US$11.6tUS$2.0tUS$264.6b23.9x43.7x5.7x
Thu, 25 May 2023US$10.6tUS$2.0tUS$261.2b23x40.7x5.2x
Sat, 22 Apr 2023US$10.2tUS$2.0tUS$275.1b21.5x36.9x5x
Mon, 20 Mar 2023US$9.9tUS$2.0tUS$278.4b21.4x35.4x4.8x
Wed, 15 Feb 2023US$11.3tUS$2.2tUS$297.1b23.8x37.9x5x
Fri, 13 Jan 2023US$10.2tUS$2.2tUS$327.5b23.2x31.1x4.5x
Sun, 11 Dec 2022US$10.2tUS$2.2tUS$330.5b22.6x30.9x4.5x
Tue, 08 Nov 2022US$9.4tUS$2.2tUS$333.7b20.3x28.3x4.2x
Thu, 06 Oct 2022US$10.1tUS$2.2tUS$345.7b19.9x29.3x4.6x
Sat, 03 Sep 2022US$10.5tUS$2.2tUS$347.0b20.8x30.4x4.8x
Price to Earnings Ratio

30.4x


Total Market Cap: US$10.5tTotal Earnings: US$347.0bTotal Revenue: US$2.2tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Tech Sector Price to Earnings3Y Average 42.7x202320242025
Current Industry PE
  • Investors are optimistic on the American Information Technology industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 49.6x which is higher than its 3-year average PE of 42.7x.
  • The 3-year average PS ratio of 6.6x is lower than the industry's current PS ratio of 8.5x.
Past Earnings Growth
  • The earnings for companies in the Information Technology industry have grown 6.5% per year over the last three years.
  • Revenues for these companies have grown 3.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Tech sector?

US Market1.32%
Tech1.07%
Communications3.20%
Semiconductors2.83%
Electronic Equipment and Components1.96%
IT0.57%
Software-0.24%
Tech Hardware-0.35%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 47.4x.
    • Analysts are expecting annual earnings growth of 23.1%, which is higher than its past year's earnings decline of 0.7% per year.
  • Investors are most pessimistic about the Tech Hardware industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 30.4x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 0.7% per year.
  • In contrast, the Tech Hardware industry is expected to see its earnings grow by 9.3% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
NVDA NVIDIAUS$181.773.5%
+US$149.6b		41.7%PE57.8x
APP AppLovinUS$469.3313.7%
+US$19.2b		419.7%PE63.2x
AVGO BroadcomUS$298.011.1%
+US$14.6b		84.7%PE105.9x
PLTR Palantir TechnologiesUS$160.873.1%
+US$11.5b		429.9%PE500x
ADI Analog DevicesUS$255.6310.9%
+US$11.4b		10.3%PE64.2x

Latest News

AVGO
US$298.01
Broadcom
7D
1.1%
1Y
84.7%
ADI
US$255.63
Analog Devices
7D
10.9%
1Y
10.3%
ARM
US$140.26
Arm Holdings
7D
6.9%
1Y
11.9%
NVDA
US$181.77
NVIDIA
7D
3.5%
1Y
41.7%
MSFT
US$502.04
Microsoft
7D
-0.7%
1Y
22.3%
INTU
US$659.54
Intuit
7D
-5.9%
1Y
5.3%

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UI
US$535.15
Ubiquiti
7D
37.6%
1Y
189.5%
NOW
US$864.66
ServiceNow
7D
-2.5%
1Y
4.0%
PLTR
US$160.87
Palantir Technologies
7D
3.1%
1Y
429.9%
SNPS
US$596.00
Synopsys
7D
-2.7%
1Y
14.2%
DELL
US$130.99
Dell Technologies
7D
-3.1%
1Y
17.1%
INTC
US$24.35
Intel
7D
-3.8%
1Y
21.3%
APP
US$469.33
AppLovin
7D
13.7%
1Y
419.7%
MU
US$116.50
Micron Technology
7D
-4.5%
1Y
19.0%
AAPL
US$229.31
Apple
7D
-0.5%
1Y
0.6%
TXN
US$205.98
Texas Instruments
7D
5.1%
1Y
-2.2%

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Aug 01
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