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“Semiconductor, software and hardware companies over $10B with revenue growth above 25% and EPS expected to grow more than 20% next year”
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US semiconductor, software and hardware companies over $10B with 25%+ revenue growth and 20%+ expected EPS growth.
Filters: Market cap > $10B; Revenue growth > 25%; Expected EPS growth next FY > 20%; Semiconductors, software, hardware industries
Top matches on data as of October 26, 2026
| Symbol | Company | Sector | Industry | Market Cap (USD) | Rev Growth YoY | EPS Growth Next FY | Fwd P/E | Revenue TTM (USD) | Net Margin |
|---|---|---|---|---|---|---|---|---|---|
| AMD | Advanced Micro Devices, Inc. | Technology | Semiconductors | $866.5B | 39.5% | 111.2% | 32.92 | $41.3B | 15.6% |
| CLS | Celestica Inc. | Technology | Hardware, Equipment & Parts | $28.5B | 47.3% | 76.1% | 12.78 | $15.6B | 7.2% |
| NVDA | NVIDIA Corporation | Technology | Semiconductors | $5249.7B | 65.5% | 70.1% | 13.66 | $215.9B | 55.6% |
| CIEN | Ciena Corporation | Technology | Communication Equipment | $47.7B | 32.6% | 65.4% | 28.35 | $6.0B | 10.9% |
| AVGO | Broadcom Inc. | Technology | Semiconductors | $1568.8B | 48.7% | 65.2% | 17.06 | $89.1B | 42.9% |
| WDC | Western Digital Corporation | Technology | Computer Hardware | $122.9B | 35.7% | 63.0% | 14.64 | $12.9B | 72.9% |
| ALAB | Astera Labs, Inc. Common Stock | Technology | Semiconductors | $44.5B | 98.5% | 62.4% | 40.01 | $1.2B | 30.7% |
| LITE | Lumentum Holdings Inc. | Technology | Communication Equipment | $61.0B | 83.2% | 61.2% | 37.56 | $3.0B | -2.3% |
| STX | Seagate Technology Holdings plc | Technology | Computer Hardware | $141.1B | 34.1% | 59.8% | 17.33 | $12.2B | 26.1% |
| CRDO | Credo Technology Group Holding Ltd | Technology | Semiconductors | $27.9B | 2.1% | 53.5% | 23.99 | $1.3B | 35.4% |
| RBRK | Rubrik, Inc. | Technology | Software - Infrastructure | $26.2B | 48.5% | 52.5% | 174 | $1.3B | -26.5% |
| LSCC | Lattice Semiconductor Corporation | Technology | Semiconductors | $13.5B | 33.3% | 51.9% | 30.31 | $651.1M | 5.6% |
| PLTR | Palantir Technologies Inc. | Technology | Software - Infrastructure | $476.6B | 78.9% | 44.3% | 85.92 | $6.2B | 49.0% |
| ASML | ASML Holding N.V. | Technology | Semiconductors | $611.1B | 29.6% | 37.8% | 25.18 | $44.0B | 34.1% |
| SNOW | Snowflake Inc. | Technology | Software - Application | $114.7B | 29.2% | 36.4% | 111 | $4.7B | -28.4% |
| SKHY | SK hynix Inc. | Technology | Semiconductors | $686.9B | 145.0% | 34.1% | 2.65 | $142.9B | 85.7% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | Semiconductors | $1903.3B | 36.2% | 33.8% | 15.99 | $152.2B | 51.5% |
| NET | Cloudflare, Inc. | Technology | Software - Infrastructure | $117.7B | 33.5% | 32.8% | 198 | $2.5B | -8.2% |
| MPWR | Monolithic Power Systems, Inc. | Technology | Semiconductors | $57.3B | 28.7% | 32.4% | 31.89 | $3.3B | 24.4% |
| SITM | SiTime Corporation | Technology | Semiconductors | $12.3B | 83.0% | 32.4% | 31.12 | $467.9M | 3.0% |
| ADI | Analog Devices, Inc. | Technology | Semiconductors | $198.9B | 33.6% | 30.6% | 24.26 | $13.9B | 29.8% |
| SHOP | Shopify Inc. | Technology | Software - Application | $217.9B | 32.5% | 29.6% | 68.89 | $13.3B | 14.7% |
| TER | Teradyne, Inc. | Technology | Semiconductors | $48.3B | 57.9% | 28.7% | 26.05 | $4.5B | 25.8% |
| ANET | Arista Networks, Inc. | Technology | Computer Hardware | $223.1B | 32.6% | 27.9% | 33.7 | $10.5B | 38.4% |
| APP | AppLovin Corporation | Technology | Software - Application | $87.8B | 47.6% | 27.0% | 13.04 | $6.8B | 64.6% |
25 matches. Research data, not investment advice.