33 companies · median 18 of 36 checks · prices as of 2026-10-23
Semiconductor and electronics stocks.
Sorted by how many checks each one passes. Sort by any column to see who is cheapest, who is growing, or who has the strongest balance sheet - and how that compares with what is normal for the industry.
Ranked by checks passed
33 companies in this sector→The semiconductor and electronics companies we cover are not one trade: Micron (MU) passes 26 of its 36 checks and Cerebras Systems (CBRS) passes 2, with a median of 18.
→NVDA, AVGO, MU are 69% of the $11.00T we cover here, so a sector average says more about them than about the rest.
| Save | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
 MicronMUMakes memory chips: DRAM and NAND for servers, phones and PCs, a deeply cyclical business.Report | +2.5% | +342.7% | 5 | 6 | 6 | 6 | 2 | 1 | 26/36 | |
 Texas InstrumentsTXNMakes analog and embedded chips for industrial and automotive customers in its own factories.Report | +1.9% | +71.1% | 0 | 2 | 6 | 5 | 6 | 6 | 25/36 | |
 NVIDIANVDADesigns the GPUs that train and run most of the world's AI models.Report | -0.6% | +17.3% | 2 | 5 | 5 | 6 | 5 | 1 | 24/36 | |
 AMDAMDDesigns CPUs and GPUs for PCs, servers and AI, the main challenger to Intel and Nvidia.Report | +1.7% | +124.5% | 2 | 6 | 4 | 5 | 2 | 3 | 22/36 | |
 Analog DevicesADIMakes analog and signal-processing chips for industrial, automotive and communications customers.Report | +1.4% | +64.7% | 0 | 3 | 5 | 4 | 5 | 5 | 22/36 | |
 VertivVRTMakes power and cooling equipment for data centers, including liquid cooling for AI.Report | -0.7% | +13.4% | 4 | 6 | 5 | 5 | 2 | 0 | 22/36 | |
 First SolarFSLRMakes thin-film solar panels in the US for utility-scale projects.Report | +0.4% | -23.0% | 5 | 5 | 5 | 6 | 1 | 0 | 22/36 | |
 BroadcomAVGODesigns networking and custom AI chips, and owns VMware's infrastructure software.Report | -0.5% | -4.8% | 0 | 6 | 6 | 6 | 3 | 0 | 21/36 | |
 onsemiONMakes power and sensing chips for cars and industrial equipment.Report | -1.3% | +39.1% | 2 | 2 | 3 | 6 | 6 | 2 | 21/36 | |
 Applied MaterialsAMATMakes the machines that chipmakers use to deposit and etch the layers of a semiconductor.Report | +0.4% | +72.0% | 0 | 3 | 6 | 6 | 4 | 1 | 20/36 | |
 Marvell TechnologyMRVLDesigns data-center networking and custom AI chips for cloud providers.Report | +2.3% | +182.4% | 0 | 5 | 5 | 6 | 1 | 3 | 20/36 | |
 QualcommQCOMDesigns the modems and processors in most Android phones, and licenses its wireless patents.Report | +1.8% | +6.1% | 1 | 2 | 6 | 6 | 4 | 1 | 20/36 | |
 Credo TechnologyCRDODesigns high-speed connectivity chips and cables that link servers in AI data centers.Report | -9.5% | +7.4% | 2 | 6 | 6 | 6 | 0 | 0 | 20/36 | |
 Penguin SolutionsPENGSells memory modules and builds AI computing infrastructure for enterprises and governments.Report | +2.9% | +148.1% | 2 | 5 | 3 | 3 | 4 | 3 | 20/36 | |
 Astera LabsALABDesigns connectivity chips that link GPUs, CPUs and memory inside AI servers.Report | -0.3% | +66.1% | 1 | 5 | 6 | 6 | 0 | 1 | 19/36 | |
 GE VernovaGEVMakes gas turbines, wind turbines and grid equipment, spun out of GE.Report | -1.5% | +41.8% | 2 | 4 | 3 | 4 | 4 | 1 | 18/36 | |
 Bloom EnergyBEMakes fuel cells that generate power on site for data centers, utilities and industry.Report | -11.2% | +104.8% | 2 | 6 | 5 | 3 | 1 | 1 | 18/36 | |
 CienaCIENSells optical networking equipment that carries data between data centers and across telecom networks.Report | -0.7% | +94.7% | 0 | 4 | 5 | 3 | 5 | 1 | 18/36 | |
 GE AerospaceGEMakes and services jet engines for airliners and military aircraft.Report | -2.7% | -3.6% | 1 | 5 | 6 | 1 | 4 | 0 | 17/36 | |
 CelesticaCLSManufactures servers, networking gear and other electronics for cloud providers and industry.Report | -3.4% | -4.0% | 1 | 6 | 4 | 3 | 3 | 0 | 17/36 | |
 LumentumLITEMakes lasers and optical components for data center and telecom networks.Report | +0.5% | +378.4% | 0 | 4 | 3 | 6 | 0 | 1 | 14/36 | |
 OndasONDSBuilds autonomous drones for security and defense, and private wireless networks for railroads.Report | +3.0% | -8.0% | 2 | 6 | 2 | 4 | 0 | 0 | 14/36 | |
 Enphase EnergyENPHMakes microinverters and batteries for rooftop solar.Report | +0.8% | -12.4% | 3 | 1 | 3 | 5 | 1 | 0 | 13/36 | |
 AXTAXTIMakes compound semiconductor wafers, such as indium phosphide, used in lasers and optical chips.Report | +1.0% | +954.3% | 1 | 4 | 1 | 3 | 0 | 1 | 10/36 | |
 Planet LabsPLRuns a fleet of small satellites that image the whole Earth daily, sold as data subscriptions.Report | +2.5% | +7.3% | 0 | 4 | 2 | 3 | 0 | 0 | 9/36 | |
 IntelINTCMakes CPUs for PCs and servers in its own factories, and is rebuilding as a chip foundry.Report | +1.7% | +135.5% | 0 | 1 | 1 | 4 | 0 | 1 | 7/36 | |
 Applied OptoelectronicsAAOIMakes optical transceivers for data centers and equipment for cable TV broadband networks.Report | -0.8% | +125.2% | 0 | 3 | 0 | 3 | 0 | 1 | 7/36 | |
 Eos Energy EnterprisesEOSEMakes zinc-based batteries for grid-scale energy storage, and has yet to turn a profit.Report | +1.2% | -88.5% | 1 | 4 | 0 | 1 | 0 | 0 | 6/36 | |
 ChargePointCHPTSells electric-vehicle charging hardware and the software that runs it.Report | +1.7% | -23.0% | 3 | 2 | 0 | 0 | 1 | 0 | 6/36 | |
 Plug PowerPLUGMakes hydrogen fuel cells and electrolyzers, and has yet to turn a profit.Report | +0.0% | -52.7% | 1 | 1 | 0 | 2 | 1 | 0 | 5/36 | |
 BlackSky TechnologyBKSYRuns a fleet of imaging satellites and sells real-time imagery and analytics to governments.Report | +5.3% | -19.1% | 0 | 2 | 0 | 2 | 1 | 0 | 5/36 | |
 QuantumScapeQSDeveloping solid-state batteries for electric cars, licensing the design to Volkswagen's battery unit.Report | -2.9% | -70.3% | 0 | 0 | 0 | 3 | 0 | 0 | 3/36 | |
 Cerebras SystemsCBRSDesigns wafer-sized AI chips and sells AI computing through its own cloud.Report | +1.7% | -64.4% | 0 | 0 | 0 | 2 | 0 | 0 | 2/36 |
The filings behind this table close between 2026-06-27 and 2026-09-30, because these companies do not share a fiscal calendar; prices are the close of 2026-10-23. Each name links to its full report; every score is a count of pass-or-fail checks read from that company's own filings.
Where the sector falls short
median score per axis→Value is where the semiconductor and electronics companies we cover come up short most often, at a median of 1 of 6, while Growth runs at 4.
| Value | ●○○○○○ | 1 of 6 |
| Growth | ●●●●○○ | 4 of 6 |
| Quality | ●●●●○○ | 4 of 6 |
| Financial health | ●●●●○○ | 4 of 6 |
| Shareholder returns | ●○○○○○ | 1 of 6 |
| Trend | ●○○○○○ | 1 of 6 |
What a normal margin looks like here
sector percentiles · 154 filers→Gross margin clusters among semiconductor and electronics companies, from 29% to 46% across the middle of the field, with a midpoint of 38% measured over 154 filers.
| Metric | Bottom third | Midpoint | Top third |
|---|---|---|---|
| Gross margin n=154 | 28.6% | 38.0% | 45.7% |
| Operating margin n=162 | -4.2% | 3.1% | 10.7% |
| Net margin n=169 | -4.3% | 2.0% | 9.2% |
| Return on equity n=149 | -5.2% | 3.5% | 13.7% |
Who grows, and who keeps it
every company in the industry→NVDA, AVGO, QCOM, MU, TXN, ADI, VRT, MRVL, FSLR, LITE do both: growing faster than this industry's middle and keeping more of each sale than it does. The industry's middle is 8% growth on a 11% margin. INTC, ON do neither.
A year of price
not a fact about the business→21 of 33 are up over twelve months and the median move is +17.3% - AXT (AXTI) at +954.3% against Eos Energy Enterprises (EOSE) at -88.5%. Price is not a fact about a business, and the Trend chapter of each report says what it is measured on.
Head to head
3 pairsThe table above gives the order. These put two of them in one column each, so you can see where the difference actually is.