What are the best technology stocks to buy?

Based on AI conviction analysis, the top technology stocks are CDNS, GRAB, FTV. Each stock is scored on quality, fair value, and risk-reward asymmetry.

How many technology stocks does Convex analyze?

Convex currently analyzes 139 technology stocks using an 8-step conviction framework with fair value estimates, quality grades, and scenario modeling.

How are technology stocks rated?

Each stock receives a conviction score (1-10), quality grade (A-F), and rating (Strong Buy to Avoid) based on fundamental analysis including DCF valuation, earnings quality, and risk-reward asymmetry.

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Technology Stocks: Analysis & Rankings

139 technology stocks analyzed with fair value and Convex Scores.

Industry Breakdown

139 stocks

Ticker	Company	Rating	Convex Score	Fair Value	Upside	Quality	Industry
CDNS	Cadence Design Systems, Inc.	Score B	10/10	$248	-25.4%	A	Software - Application	View
GRAB	Grab Holdings Limited	Score A	10/10	$6	+50.7%	C	Software - Application	View
FTV	Fortive Corporation	Score A	10/10	$80	+30.0%	C	Scientific & Technical Instruments	View
IBM	International Business Machines Corporation	Score B	10/10	$299	+26.5%	B	Information Technology Services	View
PATH	UiPath Inc.	Score A	10/10	$18	+17.1%	C	Software - Infrastructure	View
FIS	Fidelity National Information Services, Inc.	Score B	10/10	$59	+38.8%	D	Information Technology Services	View
DSGX	The Descartes Systems Group Inc.	Score A	10/10	$124	+55.0%	B	Software - Application	View
ADSK	Autodesk, Inc.	Score B	10/10	$378	+47.6%	A	Software - Application	View
EA	Electronic Arts Inc.	Score A	10/10	$205	-2.4%	B	Electronic Gaming & Multimedia	View
SHOP	Shopify Inc.	Score B	10/10	$86	-44.6%	B	Software - Application	View
EPAM	EPAM Systems, Inc.	Score B	10/10	$141	+44.4%	C	Information Technology Services	View
CTSH	Cognizant Technology Solutions Corporation	Score B	10/10	$86	+49.3%	B	Information Technology Services	View
INFY	Infosys Limited	Score A	10/10	$17	+32.2%	A	Information Technology Services	View
ADP	Automatic Data Processing, Inc.	Score A+	10/10	$328	+19.8%	A	Software - Application	View
KLAC	KLA Corporation	Score B	10/10	$139	-27.9%	A	Semiconductor Equipment & Materials	View
BR	Broadridge Financial Solutions, Inc.	Score B	10/10	$244	+40.6%	B	Information Technology Services	View
CDW	CDW Corporation	Score B	10/10	$177	+30.0%	B	Information Technology Services	View
GRMN	Garmin Ltd.	Score A	10/10	$303	-3.2%	A	Scientific & Technical Instruments	View
APH	Amphenol Corporation	Score A+	10/10	$200	+19.0%	A	Electronic Components	View
LRCX	Lam Research Corporation	Score B	10/10	$222	-28.7%	A	Semiconductor Equipment & Materials	View
GLOB	Globant S.A.	Score B	10/10	$58	+50.0%	C	Information Technology Services	View
CRM	Salesforce, Inc.	Score A	10/10	$335	+69.5%	C	Software - Application	View
FICO	Fair Isaac Corporation	Score A	10/10	$1,275	+21.5%	A	Software - Application	View
CPAY	Corpay, Inc.	Score A	10/10	$728	+81.7%	C	Software - Infrastructure	View
FTNT	Fortinet, Inc.	Score B	10/10	$80	-51.5%	A	Software - Infrastructure	View
FSLR	First Solar, Inc.	Score A	10/10	$520	+117.2%	B	Solar	View
GDDY	GoDaddy Inc.	Score A	10/10	$117	+27.5%	A	Software - Infrastructure	View
FI	Fiserv, Inc.	Score B	10/10	$107	+67.0%	D	Information Technology Services	View
FFIV	F5, Inc.	Score A	10/10	$382	-6.9%	A	Software - Infrastructure	View
FISV	Fiserv, Inc.	Score B	10/10	$90	+72.2%	D	Information Technology Services	View
GEN	Gen Digital Inc.	Score A	10/10	$53	+81.1%	C	Software - Infrastructure	View
ANET	Arista Networks, Inc.	Score A	10/10	$165	-14.1%	A	Computer Hardware	View
ASML	ASML Holding N.V.	Score A	10/10	$1,419	-18.2%	A	Semiconductor Equipment & Materials	View
CHKP	Check Point Software Technologies Ltd.	Score A	10/10	$218	+68.9%	B	Software - Infrastructure	View
LDOS	Leidos Holdings, Inc.	Score A	10/10	$183	+31.6%	A	Information Technology Services	View
JBL	Jabil Inc.	Score A	10/10	$338	+0.4%	A	Electronic Components	View
KEYS	Keysight Technologies, Inc.	Score B	10/10	$186	-44.5%	B	Scientific & Technical Instruments	View
NXPI	NXP Semiconductors N.V.	Score B	10/10	$292	+25.2%	B	Semiconductors	View
MSI	Motorola Solutions, Inc.	Score A+	10/10	$665	+42.1%	A	Communication Equipment	View
MPWR	Monolithic Power Systems, Inc.	Score B	10/10	$870	-37.0%	A	Semiconductors	View
QCOM	QUALCOMM Incorporated	Score A+	10/10	$218	+30.0%	A	Semiconductors	View
ON	ON Semiconductor Corporation	Score A	10/10	$79	-3.2%	C	Semiconductors	View
FLT	FLEETCOR Technologies, Inc.	Score A	10/10	$479	+57.8%	C	Software - Infrastructure	View
PAYC	Paycom Software, Inc.	Score A+	10/10	$322	+50.9%	A	Software - Application	View
STX	Seagate Technology Holdings plc	Score A	10/10	$829	+3.4%	A	Computer Hardware	View
SWKS	Skyworks Solutions, Inc.	Score A	10/10	$77	+12.4%	C	Semiconductors	View
SMCI	Super Micro Computer, Inc.	Score A	10/10	$81	+156.0%	C	Computer Hardware	View
TDY	Teledyne Technologies Incorporated	Score A	10/10	$707	+2.4%	C	Scientific & Technical Instruments	View
TEL	TE Connectivity plc	Score A	10/10	$279	+30.0%	A	Electronic Components	View
VRSK	Verisk Analytics, Inc.	Score A	10/10	$298	+65.3%	B	Consulting Services	View
TYL	Tyler Technologies, Inc.	Score B	10/10	$394	+23.6%	C	Software - Application	View
TRMB	Trimble Inc.	Score B	10/10	$53	-9.0%	B	Scientific & Technical Instruments	View
VRSN	VeriSign, Inc.	Score A+	10/10	$420	+43.2%	A	Software - Infrastructure	View
ZBRA	Zebra Technologies Corporation	Score A	10/10	$441	+16.6%	C	Communication Equipment	View
QRVO	Qorvo, Inc.	Score A	10/10	$110	+13.0%	C	Semiconductors	View
TOST	Toast, Inc.	Score A	10/10	$59	+66.3%	B	Software - Infrastructure	View
SKHY	SK hynix Inc.	Score A+	10/10	$258	+90.5%	A	Semiconductors	View
OKTA	Okta, Inc.	Score A	10/10	$133	-10.3%	A	Software - Infrastructure	View
DLO	Dlocal Limited	Score A+	10/10	$38	+165.0%	A	Software - Infrastructure	View
NTAP	NetApp, Inc.	Score A+	10/10	$248	+30.9%	A	Software - Infrastructure	View
MQ	Marqeta, Inc.	Score B	10/10	$16	-2.5%	B	Software - Infrastructure	View
APP	AppLovin Corporation	Score A+	10/10	$633	+82.6%	A	Advertising Agencies	View
SAP	SAP SE	Score A	10/10	$196	-6.2%	B	Software - Application	View
CGNX	Cognex Corporation	Score B	10/10	$39	-39.8%	B	Scientific & Technical Instruments	View
RELY	Remitly Global, Inc.	Score A+	10/10	$55	+138.9%	A	Software - Infrastructure	View
EEFT	Euronet Worldwide, Inc.	Score A	10/10	$142	+100.0%	C	Software - Infrastructure	View
TSM	Taiwan Semiconductor Manufacturing Company Limited	Score A	10/10	$456	+8.9%	A	Semiconductors	View
UBER	Uber Technologies, Inc.	Score B	10/10	$131	+68.2%	B	Software - Application	View
MSFT	Microsoft Corporation	Score A+	10/10	$737	+45.7%	A	Software - Infrastructure	View
WDC	Western Digital Corporation	Score A+	10/10	$702	+60.7%	A	Computer Hardware	View
PTC	PTC Inc.	Score A+	10/10	$231	+52.6%	A	Software - Application	View
AVGO	Broadcom Inc.	Score A	10/10	$375	-11.2%	A	Semiconductors	View
INTU	Intuit Inc.	Score A	10/10	$586	+75.6%	B	Software - Application	View
ARM	Arm Holdings plc American Depositary Shares	Score B	10/10	$116	-56.9%	A	Semiconductors	View
DAVE	Dave Inc.	Score A+	10/10	$606	+97.3%	A	Software - Application	View
NVDA	NVIDIA Corporation	Score A	10/10	$203	-6.5%	A	Semiconductors	View
NOW	ServiceNow, Inc.	Score A	10/10	$142	+11.8%	B	Software - Application	View
ADI	Analog Devices, Inc.	Score A	9/10	$350	-8.8%	C	Semiconductors	View
ATVI	Activision Blizzard, Inc.	Score B	9/10	$68	-28.4%	B	Electronic Gaming & Multimedia	View
ALAB	Astera Labs, Inc. Common Stock	Score B	9/10	$182	-42.7%	A	Semiconductors	View
PLTR	Palantir Technologies Inc.	Score B	9/10	$75	-57.1%	A	Software - Infrastructure	View
MCHP	Microchip Technology Incorporated	Score B	9/10	$54	-36.7%	C	Semiconductors	View
PANW	Palo Alto Networks, Inc.	Score B	9/10	$160	-56.0%	A	Software - Infrastructure	View
SNPS	Synopsys, Inc.	Score B	9/10	$426	+3.4%	C	Software - Infrastructure	View
TXN	Texas Instruments Incorporated	Score B	9/10	$200	-28.8%	A	Semiconductors	View
TENB	Tenable Holdings, Inc.	Score B	9/10	$47	+22.9%	B	Software - Infrastructure	View
ZS	Zscaler, Inc.	Score B	9/10	$187	+6.1%	C	Software - Infrastructure	View
STNE	StoneCo Ltd.	Score D	9/10	$16	+50.0%	F	Software - Infrastructure	View
BRZE	Braze, Inc.	Score A	9/10	$41	+41.9%	C	Software - Application	View
DAKT	Daktronics, Inc.	Score C	8/10	$17	-20.9%	C	Electronic Components	View
DAY	Dayforce Inc	Score B	8/10	$40	-43.1%	B	Software - Application	View
ONTO	Onto Innovation Inc.	Score B	8/10	$122	-58.1%	B	Semiconductor Equipment & Materials	View
JNPR	Juniper Networks, Inc.	Score A	8/10	$43	+7.7%	C	Communication Equipment	View
XYZ	Block, Inc.	Score B	8/10	$123	+56.1%	D	Software - Infrastructure	View
TWLO	Twilio Inc.	Score B	8/10	$157	-37.3%	C	Software - Infrastructure	View
ORCL	Oracle Corporation	Score B	8/10	$182	+20.4%	D	Software - Infrastructure	View
AKAM	Akamai Technologies, Inc.	Score B	7/10	$198	+79.4%	D	Software - Infrastructure	View
BOX	Box, Inc.	Score B	7/10	$38	+12.4%	D	Software - Infrastructure	View
ROP	Roper Technologies, Inc.	Score B	7/10	$688	+71.1%	D	Software - Application	View
Q	Qnity Electronics, Inc.	Score B	7/10	$166	+23.7%	D	Semiconductor Equipment & Materials	View
S	SentinelOne, Inc.	Score A	7/10	$22	-2.3%	C	Software - Infrastructure	View
FOUR	Shift4 Payments, Inc.	Score B	7/10	$110	+165.7%	D	Software - Infrastructure	View
DDOG	Datadog, Inc.	Score B	7/10	$134	-48.5%	A	Software - Application	View
AMAT	Applied Materials, Inc.	Score B	7/10	$306	-41.4%	A	Semiconductor Equipment & Materials	View
AMD	Advanced Micro Devices, Inc.	Score B	6/10	$297	-36.8%	B	Semiconductors	View
DELL	Dell Technologies Inc.	Score B	6/10	$229	-50.0%	D	Computer Hardware	View
CSCO	Cisco Systems, Inc.	Score B	6/10	$78	-36.6%	B	Communication Equipment	View
ONDS	Ondas Inc.	Score B (Speculative)	6/10	$16	+76.6%	C	Communication Equipment	View
CRWV	CoreWeave, Inc. Class A Common Stock	Score B (Speculative)	6/10	$348	+284.3%	B	Software - Infrastructure	View
OUST	Ouster, Inc.	Score A (Speculative)	6/10	$59	+40.4%	B	Electronic Components	View
MU	Micron Technology, Inc.	Score B	6/10	$465	-46.0%	B	Semiconductors	View
WYFI	WhiteFiber, Inc. Ordinary Shares	Score A (Speculative)	6/10	$43	+81.9%	B	Information Technology Services	View
GRRR	Gorilla Technology Group Inc.	Score B (Speculative)	6/10	$24	+79.7%	B	Software - Infrastructure	View
AAPL	Apple Inc.	Score B	4/10	$159	-48.5%	A	Consumer Electronics	View
RKTO	Rocket One Inc.	Score D	4/10	$1	+50.6%	F	Software - Infrastructure	View
TER	Teradyne, Inc.	Score B	4/10	$183	-50.0%	A	Semiconductor Equipment & Materials	View
ADBE	Adobe Inc.	Score B	4/10	$482	+76.7%	B	Software - Application	View
RPD	Rapid7, Inc.	Score B	4/10	$14	+21.9%	D	Software - Infrastructure	View
CNXC	Concentrix Corporation	Score B	4/10	$38	+50.0%	D	Information Technology Services	View
AXTI	AXT, Inc.	Score D	4/10	$73	-1.7%	F	Semiconductor Equipment & Materials	View
SQ	Block, Inc.	Score B (Speculative)	3/10	$82	-1.6%	C	Software - Infrastructure	View
TSEM	Tower Semiconductor Ltd.	Score D	3/10	$111	-56.2%	D	Semiconductors	View
GLW	Corning Inc	Score D	3/10	$92	-41.8%	D	Electronic Components	View
BB	BlackBerry Limited	Score D	3/10	$1	-85.1%	D	Software - Infrastructure	View
CYBR	CyberArk Software Ltd.	Score B (Speculative)	3/10	$412	+0.8%	B	Software - Infrastructure	View
CRWD	CrowdStrike Holdings, Inc.	Score D	3/10	$85	-62.0%	C	Software - Infrastructure	View
INTC	Intel Corp.	Score D	3/10	$54	-44.7%	F	Semiconductors	View
TTWO	Take-Two Interactive Software, Inc.	Score D (Speculative)	2/10	$214	-15.6%	C	Electronic Gaming & Multimedia	View
MRVL	Marvell Technology, Inc.	Score D	2/10	$138	-33.8%	D	Semiconductors	View
SNOW	Snowflake Inc.	Score D	2/10	$177	-47.2%	D	Software - Application	View
RBRK	Rubrik, Inc.	Score D	2/10	$50	-48.9%	D	Software - Infrastructure	View
MDB	MongoDB, Inc.	Score D	2/10	$239	-40.1%	D	Software - Infrastructure	View
KC	Kingsoft Cloud Holdings Limited	Score D (Speculative)	1/10	$11	-11.2%	D	Software - Application	View
AI	C3.ai, Inc.	Score D (Speculative)	1/10	$6	-42.3%	D	Software - Infrastructure	View
WRAP	Wrap Technologies, Inc.	Score D (Speculative)	1/10	$1	-28.4%	F	Scientific & Technical Instruments	View
NET	Cloudflare, Inc.	Score D	1/10	$119	-61.8%	D	Software - Infrastructure	View
NVTS	Navitas Semiconductor Corp	Score D (Speculative)	1/10	$8	-44.6%	D	Semiconductors	View
APPS	Digital Turbine, Inc.	Score D	0/10	$5	-62.4%	F	Software - Application	View
VRNS	Varonis Systems, Inc.	Score D	0/10	$24	-45.6%	D	Software - Infrastructure	View

Technology Stocks: Analysis & Rankings

Industry Breakdown

Software - Infrastructure

Software - Application

Semiconductors

Information Technology Services

Semiconductor Equipment & Materials

Scientific & Technical Instruments

Electronic Components

Computer Hardware

Communication Equipment

Electronic Gaming & Multimedia

Solar

Consulting Services

Advertising Agencies

Consumer Electronics