What are the best semiconductor stocks in 2026?

Based on AI conviction analysis, the top best semiconductor stocks include KLAC, LRCX, ALAB, ASML, ARM. Each stock is scored on quality, fair value, and risk-reward asymmetry.

How are best semiconductor stocks ranked?

Stocks are ranked by AI conviction score (1-10) using fundamental analysis: DCF valuation, earnings quality, Monte Carlo scenarios, and risk-reward asymmetry. Each stock also receives a quality grade (A-F) and a rating from Strong Buy to Avoid.

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Best Semiconductor Stocks

Top semiconductor and chip stocks ranked by AI conviction: fair value, quality grade, and risk-reward. The picks and shovels of the AI build-out.

27 stocks

#	Ticker	Company	Rating	Convex Score	Fair Value	Upside	Quality
1	KLAC	KLA Corporation	Score B	10/10	$138	-33.7%	A	View
2	LRCX	Lam Research Corporation	Score B	10/10	$173	-43.5%	A	View
3	ALAB	Astera Labs, Inc. Common Stock	Score B	10/10	$135	-56.3%	A	View
4	ASML	ASML Holding N.V.	Score A	10/10	$1,394	-19.8%	A	View
5	ARM	Arm Holdings plc American Depositary Shares	Score B	10/10	$111	-58.8%	A	View
6	MPWR	Monolithic Power Systems, Inc.	Score B	10/10	$803	-39.6%	A	View
7	NXPI	NXP Semiconductors N.V.	Score A	10/10	$316	+18.4%	B	View
8	QCOM	QUALCOMM Incorporated	Score A+	10/10	$221	+30.0%	A	View
9	ON	ON Semiconductor Corporation	Score A	10/10	$82	-5.2%	C	View
10	SWKS	Skyworks Solutions, Inc.	Score B	10/10	$71	+18.2%	C	View
11	SKHY	SK hynix Inc.	Score A+	10/10	$453	+200.0%	A	View
12	NVDA	NVIDIA Corporation	Score A	10/10	$193	-5.1%	A	View
13	TSM	Taiwan Semiconductor Manufacturing Company Limited	Score A	10/10	$444	+10.4%	A	View
14	SKHYV	SK hynix Inc.	Score A+	10/10	$476	+183.2%	A	View
15	QRVO	Qorvo, Inc.	Score B	9/10	$97	+13.1%	D	View
16	AVGO	Broadcom Inc.	Score A	9/10	$361	-4.5%	A	View
17	MU	Micron Technology, Inc.	Score B	9/10	$466	-46.2%	B	View
18	MCHP	Microchip Technology Incorporated	Score B	8/10	$52	-35.3%	C	View
19	Q	Qnity Electronics, Inc.	Score B	8/10	$166	+23.6%	D	View
20	AMAT	Applied Materials, Inc.	Score B	7/10	$304	-42.2%	A	View
21	TER	Teradyne, Inc.	Score B	6/10	$169	-49.5%	A	View
22	TXN	Texas Instruments Incorporated	Score B	6/10	$186	-34.4%	A	View
23	AMD	Advanced Micro Devices, Inc.	Score B	5/10	$265	-47.3%	B	View
24	MRVL	Marvell Technology, Inc.	Score B	4/10	$137	-29.5%	D	View
25	TSEM	Tower Semiconductor Ltd.	Score D	3/10	$109	-51.9%	D	View
26	ADI	Analog Devices, Inc.	Score D	3/10	$224	-40.4%	D	View
27	INTC	Intel Corp.	Score D	2/10	$51	-47.3%	F	View

Methodology

Stocks are selected using our 8-step AI conviction framework, which evaluates quality, fair value (PEG, FCF DCF, EV/EBITDA), scenario modeling, and risk/reward asymmetry. The list is updated regularly as new analyses are processed.