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66 names in the screener.

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AGX
Library
Argan
3$417.99$5.9B$1.0B+27%
$945M
-6.4%
FY2030E
+19%+15%2.5x16.8x
2026-12-03
85d
AMAT
Library
Applied Materials
8$454.71$361B$1.9B+14%
$28B
+22%
FY2028E
+50%+34%7.7x22.8x
2026-11-12
64d
AMD
Library
Advanced Micro Devices
5$477.57$779B$8.8B+58%
$35B
+31%
FY2029E
+54%+17%6.3x36.4x
2026-11-03
55d
AMKR
Library
Amkor Technology
6$47.77$12B($35M)+44%
$6.7B
+11%
FY2029E
+17%+11%1.3x11.9x
2026-10-26
47d
ANET
Focus
Arista Networks
7$195.38$246B$13B+21%
$9.0B
+24%
FY2028E
+63%+45%14.1x31.1x
2026-11-03
55d
APH
Library
Amphenol
6$82.78$204B($13B)+18%
$23B
+13%
FY2028E
+41%+30%5.3x17.8x
2026-10-28
49d
ARM
Research
Arm
8$264.63$283B$3.4B
$4.9B
FY2026
+52%
FY2030E
+97%+7.6%25.5x335.4x
2026-11-04
56d
BWXT
Library
BWX Technologies
8$157.59$14B($1.4B)+13%
$3.2B
+6.2%
FY2029E
+22%+10%3.6x35.5x
CAMT
Library
Camtek
6$145.72$6.8B$142M+7.8%
$496M
+16%
FY2029E
+50%+20%7.6x37.1x
2026-11-17
69d
CBOE
Library
Cboe Global Markets
7$298.38$31B$835M+4.5%
$4.7B
+8.0%
FY2029E
+51%+33%9.5x28.8x
2026-10-30
51d
CCJ
Library
Cameco
6$100.74$44B$104M+10%
$3.5B
+6.8%
FY2029E
+21%+10%10.1x97.3x
CIEN
Library
Ciena
7$321.00$45B$2.4B+32%
$4.8B
+28%
FY2028E
+45%+18%5.1x28.4x
2026-12-10
92d
COHR
Focus
Coherent
7$281.86$55B($1.6B)+34%
$7.1B
+38%
FY2028E
+39%+12%5.3x43.1x
2026-11-04
56d
COHU
Library
Cohu
5$50.72$2.4B$171M+35%
$453M
+26%
FY2027E
+45%+0.2%3.6x1813.6x
2026-10-29
50d
CRDO
Library
Credo Technology Group Holding
6$170.57$32B+88%
$1.3B
+7.9%
FY2030E
+68%10.2x
2026-12-02
84d
CRS
Focus
Carpenter Technology
6$475.33$24B($297M)+15%
$3.1B
+5.4%
FY2030E
+32%+24%5.6x23.0x
2026-10-22
43d
DOCN
Library
DigitalOcean
3$112.47$13B($732M)+3.8%
$901M
+44%
FY2028E
+55%+10%7.7x73.9x
2026-11-04
56d
EME
Library
Emcor
4$740.17$33B$918M+9.3%
$17B
+6.2%
FY2029E
+20%+11%1.3x12.3x
2026-10-29
50d
ENTG
Library
Entegris
8$138.74$21B($3.2B)+26%
$3.2B
+1.0%
FY2029E
+48%+19%5.5x29.4x
ETN
Library
Eaton Corporation
6$410.85$160B($21B)+13%
$27B
+11%
FY2029E
+34%+16%4.5x27.7x
2026-11-03
55d
FN
Library
Fabrinet
6$407.40$15B$871M+38%
$4.6B
+19%
FY2028E
+12%+11%2.3x21.5x
2026-11-02
54d
FORM
Library
FormFactor
7$103.90$8.1B$316M+43%
$785M
+16%
FY2027E
+51%+22%7.5x33.6x
2026-11-04
56d
GEV
Focus
GE Vernova
5$941.95$251B$9.2B+17%
$38B
+15%
FY2029E
+21%+5.9%4.0x67.2x
2026-10-28
49d
GLW
Library
Corning
7$154.29$133B($6.9B)+27%
$16B
+12%
FY2029E
+36%+16%5.0x32.5x
2026-10-27
48d
HWM
Focus
Howmet Aerospace
8$264.85$106B($3.9B)+5.7%
$8.3B
+9.0%
FY2029E
+37%+28%8.6x31.0x
2026-10-29
50d
ICHR
Library
Ichor
5$56.38$2.0B$102M+40%
$948M
+13%
FY2029E
+14%+2.4%1.0x43.4x
2026-11-02
54d
IESC
Library
Ies
3$322.57$13B$311M+22%
$3.4B
+19%
FY2028E
+27%+14%2.0x13.9x
2026-11-20
72d
JBL
Library
Jabil
4$310.57$33B($2.5B)+24%
$30B
+22%
FY2027E
+9.5%+5.1%1.0x19.6x
KEYS
Library
Keysight Technologies
8$327.21$56B($141M)+18%
$5.4B
+8.2%
FY2028E
+66%+25%6.9x27.6x
2026-11-23
75d
KLAC
Focus
Kla
9$185.60$242B($1.2B)+21%
$14B
+12%
FY2030E
+61%+43%9.8x23.2x
2026-10-28
49d
KLIC
Library
Kulicke and Soffa Industries
6$81.62$4.3B$478M+25%
$654M
+32%
FY2027E
+48%+21%3.3x15.9x
2026-11-18
70d
LASR
Library
nLIGHT
4$40.06$2.3B$281M+2.8%
$261M
+17%
FY2029E
+31%-4.3%4.7x
2026-11-05
57d
LEU
Library
Centrus Energy
8$173.89$3.3B$691M-2.3%
$449M
+14%
FY2029E
+28%+5.9%6.3x106.1x
2026-11-04
56d
LHX
Library
L3Harris Technologies
7$256.45$48B($9.5B)-4.9%
$22B
+8.0%
FY2030E
+26%+11%2.1x18.9x
2026-10-29
50d
LITE
Focus
Lumentum
9$881.26$69B$1.1B+28%
$3.0B
+53%
FY2028E
+47%+27%10.8x40.3x
2026-11-03
55d
LRCX
Focus
Lam Research
8$307.65$385B$1.5B+19%
$23B
+3.8%
FY2030E
+52%+37%8.3x22.1x
2026-10-21
42d
MKSI
Library
MKS Instruments
7$260.31$18B($3.6B)+19%
$3.9B
+20%
FY2027E
+48%+20%4.2x20.7x
MOD
Library
Modine Manufacturing
5$194.66$10B($575M)+22%
$3.2B
+22%
FY2028E
+21%+8.6%2.7x31.2x
2026-10-27
48d
MPWR
Library
Monolithic Power Systems
8$1,256.26$62B$1.4B+37%
$2.8B
+7.5%
FY2029E
+55%+31%9.4x30.3x
2026-10-29
50d
MRVL
Library
Marvell Technology
5$223.55$196B($1.4B)+67%
$8.2B
+36%
FY2030E
+53%+17%7.6x45.6x
2026-12-01
83d
MTSI
Library
MACOM Technology Solutions
6$268.95$21B$292M+27%
$967M
+17%
FY2028E
+58%+23%11.3x50.0x
2026-11-05
57d
MU
Library
Micron Technology
5$1,016.59$1.1T$20B-1.4%
$37B
+23%
FY2029E
+85%+80%4.0x5.0x
2026-09-30
21d
NBIS
Library
Nebius Group N.V. Class A
3$226.39$54B($2.0B)+33%
$530M
+85%
FY2029E
+77%-30%2.5x
2026-11-10
62d
NOK
Library
Nokia
5$10.04$54B$1.8B+23%
$20B
+3.1%
FY2029E
+45%-1.0%2.2x154.7x
2026-10-22
43d
NTAP
Library
NetApp
4$185.59$36B$1.0B+3.7%
$6.9B
+5.9%
FY2028E
+70%+24%4.4x18.4x
2026-12-01
83d
NVDA
Focus
NVIDIA
8$230.36$5.6T$61B+12%
$216B
+15%
FY2030E
+75%+66%6.1x9.2x
2026-11-18
70d
NVT
Library
nVent Electric
6$156.03$25B($1.4B)+12%
$3.9B
+14%
FY2029E
+38%+20%3.5x17.3x
2026-10-30
51d
ONTO
Library
Onto Innovation
7$268.01$13B$410M+44%
$1.0B
+9.9%
FY2030E
+53%+19%5.9x32.0x
2026-11-05
57d
PL
Library
Planet Labs PBC
6$18.12$6.0B$417M+55%
$308M
+29%
FY2029E
+57%-12%9.8x
2026-12-09
91d
PLAB
Library
Photronics
$29.13$1.7B$669M
$849M
+7.3%
FY2029E
+33%+21%1.1x5.3x
2026-12-09
91d
POWL
Library
Powell Industries
6$181.17$6.6B$631M+44%
$1.1B
+14%
FY2029E
+31%+21%3.5x16.8x
2026-11-17
69d
PSTG
Library
Everpure
5$86.22$28B$9.0M+6.9%
$3.7B
+14%
FY2030E
+70%+0.6%4.8x796.4x
Q
Library
Qnity Electronics
1$120.47$25B($3.1B)+20%
$4.8B
+3.3%
FY2029E
+47%+19%4.2x21.6x
2026-11-17
69d
RKLB
Library
Rocket Lab
7$64.26$37B$2.2B+22%
$602M
+19%
FY2029E
+36%-25%18.8x
2026-11-09
61d
RMBS
Library
Rambus
8$85.46$9.3B$803M+36%
$708M
+25%
FY2028E
+80%+35%8.5x24.1x
2026-10-26
47d
RTX
Library
Rtx
7$200.79$271B($31B)-4.0%
$89B
+5.4%
FY2029E
+21%+11%2.7x23.8x
2026-10-20
41d
SMTC
Library
Semtech
5$147.89$14B($321M)+47%
$1.1B
+31%
FY2028E
+54%+16%9.5x58.0x
2026-11-23
75d
SNDK
Library
Sandisk
4$1,740.00$258B$4.4B+22%
$20B
-2.7%
FY2029E
+85%+78%4.4x5.6x
2026-11-05
57d
STM
Library
STMicroelectronics
5$52.24$47B$2.0B+33%
$12B
+8.0%
FY2029E
+35%+6.3%2.3x36.5x
2026-10-29
50d
TER
Library
Teradyne
8$357.03$56B$255M+27%
$3.2B
+21%
FY2027E
+60%+33%10.8x32.8x
2026-10-27
48d
TSEM
Library
Tower Semiconductor
7$222.34$25B$1.3B+60%
$1.6B
+39%
FY2027E
+30%+20%12.0x61.4x
2026-11-09
61d
TTMI
Library
TTM Technologies
6$125.60$13B($570M)+32%
$2.9B
+26%
FY2027E
+21%+11%3.1x28.4x
2026-11-04
56d
UCTT
Library
Ultra Clean
5$72.43$3.2B($520M)+34%
$2.1B
+8.4%
FY2029E
+16%+4.6%0.9x19.0x
2026-10-27
48d
VIAV
Library
Viavi Solutions
7$34.86$8.6B($49M)+36%
$1.5B
+13%
FY2028E
+63%+2.5%4.6x183.4x
2026-10-28
49d
VICR
Library
Vicor
7$188.55$8.5B$446M+14%
$408M
+56%
FY2027E
+58%+24%13.4x55.3x
2026-10-20
41d
VRT
Focus
Vertiv
7$280.53$108B($146M)+16%
$10B
+16%
FY2029E
+38%+20%4.9x25.2x
2026-10-28
49d