Stock Ranking
Technology Stock Ranking · November 2026
Published 01 Nov 2026
•
Updated 01 Nov 2026
This sector ranking is based on quantitative metrics grouped into four factors:
Value : measures how expensive a stock is relative to the company’s fundamentalsGrowth : measures how quickly the business is expandingQuality : assesses business durability, with a focus on debt levels, margins, and return on invested capitalMomentum : analyzes the current direction and strength of the stock price trendCompanies with strong fundamentals have historically delivered superior long-term performance. However, quantitative metrics alone are not sufficient to evaluate a business. Understanding how a company operates, along with its catalysts and risks, provides a more complete picture.
Quantitative rankings should be used as a starting point for research rather than as standalone investment decisions.
The ranking includes companies across different market capitalizations. Smaller-cap stocks may offer stronger growth opportunities but generally carry higher volatility and business risk.
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Mega cap
Microsoft Corporation
+63%
5y price change
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Value
Bottom 50%
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Growth
Top 50%
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Quality
Top 90%
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Momentum
Top 60%
Sector Ranking
Catalysts
Azure AI demand, Copilot
monetization
Risks
AI capex burden, antitrust scrutiny
Sector: Technology
ClarityVesting.com
Microsoft is a global software and cloud leader with powerful positions in Azure, Microsoft 365, and enterprise AI. Strong margins, recurring revenue, and enormous cash generation leave its long-term profile especially compelling as AI takes on a larger role in business spending.
Stock analysis Microsoft Corporation
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Mid cap
Appfolio Inc
+61%
5y price change
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Value
Bottom 50%
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Growth
Top 90%
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Quality
Top 60%
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Momentum
Bottom 50%
Sector Ranking
Catalysts
AI tools, larger PM customers, FCF
growth
Risks
Real estate exposure, premium
valuation
Sector: Technology
ClarityVesting.com
AppFolio provides cloud software for property managers and also serves law firms through MyCase. Recurring revenue, rising free cash flow, stronger margins, and a very light debt load give it a distinct profile in vertical software.
Stock analysis Appfolio Inc
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Small cap
Innodata Inc
+292%
5y price change
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Value
Top 70%
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Growth
Top 90%
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Quality
Top 70%
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Momentum
Bottom 50%
Sector Ranking
Catalysts
AI services demand, major client
expansion
Risks
Client concentration, high
valuation
Sector: Technology
ClarityVesting.com
Innodata helps enterprises prepare and manage information for AI and digital use. A shift toward AI data engineering has fueled rapid revenue growth, stronger margins, solid cash generation, and a notably clean balance sheet, underscoring the scale of its transformation.
Stock analysis Innodata Inc
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Large cap
Cloudflare Inc
+46%
5y price change
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Value
Bottom 20%
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Growth
Top 90%
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Quality
Bottom 20%
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Momentum
Top 90%
Sector Ranking
Catalysts
Zero Trust, AI edge, large
enterprise deals
Risks
Rich valuation, losses, heavy
competition
Sector: Technology
ClarityVesting.com
Cloudflare runs a global internet platform that helps customers secure apps, speed up traffic, connect networks, and deploy services closer to users. Rapid growth, improving cash generation, and expansion into Zero Trust and AI infrastructure make its long-term trajectory stand out.
Stock analysis Cloudflare Inc
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Mid cap
Qualys Inc
+79%
5y price change
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Value
Top 50%
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Growth
Top 70%
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Quality
Top 90%
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Momentum
Top 90%
Sector Ranking
Catalysts
Cloud security expansion, exposure
platform
Risks
Slower growth, heavy cyber
competition
Sector: Technology
ClarityVesting.com
Qualys provides cloud-based cybersecurity tools that help organizations find, prioritize, and fix weaknesses across IT and cloud environments. Its mix of recurring revenue, strong margins, and rising cash flow gives it a notable position in security software.
Stock analysis Qualys Inc
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Large cap
Seagate Technology PLC
+709%
5y price change
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Value
Bottom 50%
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Growth
Top 80%
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Quality
Top 80%
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Momentum
Top 60%
Sector Ranking
Catalysts
HAMR ramp, cloud storage demand
Risks
HDD cycles, leverage, customer
concentration
Sector: Technology
ClarityVesting.com
Seagate designs storage hardware centered on high-capacity hard drives for cloud and enterprise use. Its rebound has been notable, supported by stronger margins, healthier cash flow, and demand tied to data growth and next-generation drive technology.
Stock analysis Seagate Technology PLC
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Mid cap
Dave Inc
-1%
5y price change
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Value
Top 70%
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Growth
Top 90%
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Quality
Top 70%
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Momentum
Top 80%
Sector Ranking
Catalysts
Marketplace expansion, cash flow
scaling
Risks
Regulation, leverage jump, strong
rivals
Sector: Technology
ClarityVesting.com
Dave runs a mobile finance platform built around cash advances, banking tools, and product marketplaces. Most notable now is the sharp move from losses to strong margins and rising free cash flow, highlighting meaningful long-term progress.
Stock analysis Dave Inc
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Mid cap
GigaCloud Technology Inc
+272%
5y price change
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Value
Top 70%
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Growth
Top 90%
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Quality
Top 60%
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Momentum
Top 90%
Sector Ranking
Catalysts
B2B bulky-goods niche, cash flow
growth
Risks
Furniture concentration, elevated
leverage
Sector: Technology
ClarityVesting.com
GigaCloud operates a B2B marketplace for large-parcel goods and complements it with warehousing and delivery services. Rapid revenue expansion, strong profitability, and rising cash flow set it apart in a segment of digital commerce that is difficult to replicate.
Stock analysis GigaCloud Technology Inc
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Small cap
Red Violet Inc
+139%
5y price change
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Value
Bottom 40%
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Growth
Top 90%
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Quality
Top 80%
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Momentum
Top 90%
Sector Ranking
Catalysts
FOREWARN adoption, fraud demand,
cash growth
Risks
Product concentration, premium
valuation
Sector: Technology
ClarityVesting.com
Red Violet builds software for identity intelligence, fraud prevention, and professional risk screening. Rapid revenue growth, rising cash flow, strong margins, and very low debt make it a notable small-cap technology company worth a closer analytical look.
Stock analysis Red Violet Inc
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Mega cap
Palo Alto Networks Inc
+332%
5y price change
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Value
Bottom 30%
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Growth
Top 80%
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Quality
Bottom 50%
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Momentum
Top 90%
Sector Ranking
Catalysts
Platformization, AI security, FCF
scale
Risks
Margin pressure, fierce competition
Sector: Technology
ClarityVesting.com
Palo Alto Networks is a leading cybersecurity platform company expanding across network, cloud, and security operations. Strong revenue growth, rising free cash flow, and broad enterprise reach make its long-term business profile especially compelling.
Stock analysis Palo Alto Networks Inc
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Large cap
Credo Technology Group Holding Ltd
+1196%
5y price change
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Value
Bottom 40%
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Growth
Top 90%
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Quality
Top 70%
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Momentum
Bottom 50%
Sector Ranking
Catalysts
AI network spend, 800G AEC adoption
Risks
Customer concentration, rich
valuation
Sector: Technology
ClarityVesting.com
Credo builds high-speed connectivity chips, cables, and IP that help AI and cloud data centers move data faster while using less power. Sharp gains in revenue, margins, and cash flow have placed the company squarely within a major infrastructure buildout.
Stock analysis Credo Technology Group Holding Ltd
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Large cap
Fortinet Inc
+107%
5y price change
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Value
Bottom 50%
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Growth
Top 80%
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Quality
Top 90%
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Momentum
Top 90%
Sector Ranking
Catalysts
Services mix shift, SASE, AI
security
Risks
Premium valuation, fierce
competition
Sector: Technology
ClarityVesting.com
Fortinet builds cybersecurity tools for networks, cloud environments, and distributed workforces, with recurring services playing a larger role in the business. High margins, rapid cash generation, and renewed growth give its long-term profile added significance.
Stock analysis Fortinet Inc
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Mid cap
Clear Secure Inc
+10%
5y price change
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Value
Top 70%
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Growth
Top 90%
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Quality
Top 70%
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Momentum
Bottom 40%
Sector Ranking
Catalysts
Airport expansion, digital ID
adoption
Risks
Travel concentration, biometric
trust
Sector: Technology
ClarityVesting.com
Clear Secure runs a fast-growing identity platform best known for airport screening access through CLEAR Plus. Strong cash generation, rising profitability, and room to expand beyond travel make the company an interesting case to examine in more depth.
Stock analysis Clear Secure Inc
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Large cap
Sandisk Corp
+3097%
5y price change
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Value
Top 70%
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Growth
Top 90%
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Quality
Top 80%
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Momentum
Top 60%
Sector Ranking
Catalysts
AI storage demand, NAND pricing
recovery
Risks
NAND oversupply, margin volatility
Sector: Technology
ClarityVesting.com
Sandisk makes flash memory and storage products used across consumer devices, PCs, mobile systems, and data centers. Recent results point to a strong rebound in revenue, cash flow, and margins, while its very light debt load gives it unusual flexibility for a cyclical hardware business.
Stock analysis Sandisk Corp
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Mid cap
InterDigital Inc
+383%
5y price change
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Value
Top 60%
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Growth
Top 90%
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Quality
Top 90%
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Momentum
Top 50%
Sector Ranking
Catalysts
6G research, auto and IoT licensing
Risks
License concentration, legal
disputes
Sector: Technology
ClarityVesting.com
InterDigital develops wireless and video technologies, then monetizes them through patent licensing. Very high margins, rising cash flow, and exposure to 5G, connected devices, and future 6G make it a distinctive company worth a closer analytical look.
Stock analysis InterDigital Inc
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Large cap
Astera Labs Inc
+317%
5y price change
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Value
Bottom 30%
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Growth
Top 90%
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Quality
Top 70%
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Momentum
Top 80%
Sector Ranking
Catalysts
AI server demand, CXL and PCIe
adoption
Risks
Customer concentration, premium
valuation
Sector: Technology
ClarityVesting.com
Astera Labs builds the high-speed connectivity layer used in AI and cloud servers. As data-center architectures grow more complex, revenue, margins, and cash flow have accelerated sharply, putting the company in focus within AI infrastructure.
Stock analysis Astera Labs Inc
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Mega cap
Arista Networks
+449%
5y price change
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Value
Bottom 40%
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Growth
Top 90%
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Quality
Top 90%
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Momentum
Top 50%
Sector Ranking
Catalysts
AI Ethernet demand, hyperscaler
expansion
Risks
Customer concentration, rich
valuation
Sector: Technology
ClarityVesting.com
Arista Networks supplies the high-speed networking hardware and software that support cloud data centers, enterprise networks, and AI infrastructure. With fast growth, exceptional margins, strong cash generation, and an almost debt-free balance sheet, it stands out within the group.
Stock analysis Arista Networks
This article is for informational purposes only and does not constitute financial advice. Some content is AI-generated. See Disclaimer
