Top Technology Stocks by UQS Score

1092 stocks scored · Last updated April 8, 2026

Technology companies dominate the market for good reason: they scale with near-zero marginal cost, build network effects that lock in users, and reinvest cash flow into R&D that compounds over decades. But not every tech stock deserves a premium. The UQS scoring model separates genuine quality — high ROIC, sustainable margins, and real free cash flow — from unprofitable growth stories propped up by stock-based compensation. The companies below combine strong fundamentals with genuine competitive advantages in software, semiconductors, internet services, and digital infrastructure.

Technology Sector Characteristics

The technology sector includes two GICS sectors in our classification: Technology (software, semiconductors, hardware, IT services) and Communication Services (internet platforms, media, telecom). This grouping reflects the reality that companies like Alphabet and Meta are more meaningfully compared to Microsoft and Apple than to traditional media companies. The sector is characterized by high gross margins (often 60-80% for software), significant R&D spending, rapid revenue growth potential, and winner-take-most market dynamics. The best tech companies generate enormous free cash flow once they reach scale, because each additional unit of software or digital service costs essentially nothing to deliver.

Scoring note: Tech stocks are scored with higher quality thresholds (35% ROIC, 45% operating margin) because the sector's economics naturally support wider margins. A 20% operating margin that looks great for an industrial company is mediocre for a SaaS business.

Technology Sector Score Overview

69

Avg UQS Score

75

Avg Quality

56

Avg Moat

68

Avg Growth

79

Avg Risk

70

Avg Valuation

Top Technology Stocks: Who Leads and Why

#1TSMTaiwan Semiconductor Manufacturing Company Limited84

Taiwan Semiconductor Manufacturing Company Limited leads the technology sector with an overall UQS score of 84, combining a 73 quality score with a 82 moat rating. Its margins and returns on capital set the standard for the sector.

#2NVDANVIDIA Corporation83

NVIDIA Corporation ranks second with a 83 UQS score, excelling across quality (87) and growth (100). Its competitive position translates directly into financial outperformance.

#3ADBEAdobe Inc.76

Adobe Inc. earns the third spot at 76, with particular strength in its moat score (69) reflecting deep competitive advantages that protect its market position.

#4DLODLocal Limited75

DLocal Limited scores 75 overall, with balanced strength across all five pillars. Its 77 risk score indicates a healthy balance sheet backing its growth.

#5MUMicron Technology, Inc.73

Micron Technology, Inc. scores 73 overall, with balanced strength across all five pillars. Its 99 risk score indicates a healthy balance sheet backing its growth.

Full Technology Ranking: Top 25 Stocks

#	Stock	UQS	Q	M	G	R	V
1	TSMTaiwan Semiconductor Manufacturing Company Limited	84	73	82	78	96	100
2	NVDANVIDIA Corporation	83	87	80	100	93	49
3	ADBEAdobe Inc.	76	97	69	44	69	100
4	DLODLocal Limited	75	72	53	90	77	94
5	MUMicron Technology, Inc.	73	77	49	83	99	69
6	METAMeta Platforms, Inc.	72	75	77	54	82	72
7	APPAppLovin Corporation	71	88	53	77	71	68
8	LRCXLam Research Corporation	70	78	66	65	91	49
9	DAVEDave Inc.	69	74	28	76	88	97
10	MSFTMicrosoft Corporation	68	73	85	42	70	64
11	RDDTReddit, Inc.	68	61	47	97	82	61
12	MSGMMotorsport Games Inc.	68	81	18	70	93	100
13	PEGAPegasystems Inc.	67	77	47	51	84	87
14	TMETencent Music Entertainment Group	66	68	53	35	93	100
15	CRDOCredo Technology Group Holding Ltd	66	65	40	100	82	49
16	ALABAstera Labs, Inc. Common Stock	66	52	56	100	82	43
17	GOAIEva Live, Inc.	65	83	24	90	69	66
18	UIUbiquiti Inc.	65	82	43	69	97	37
19	ASMLASML Holding N.V.	65	76	70	56	66	49
20	KSPIJoint Stock Company Kaspi.kz	65	62	60	57	55	100
21	PLTRPalantir Technologies Inc.	65	64	50	92	82	36
22	KLACKLA Corporation	64	82	57	60	70	47
23	QLYSQualys, Inc.	64	89	43	34	67	96
24	GOOGLAlphabet Inc.	64	70	84	42	63	50
25	YOUClear Secure, Inc.	64	73	58	49	64	78

Filter all 1092+ technology stocks in the full directory

Browse All Stocks

Frequently Asked Questions About Technology Stocks

Why are Communication Services companies included in Technology?

The GICS classification separates companies like Alphabet, Meta, and Netflix into 'Communication Services,' but their business models — software platforms, digital advertising, cloud infrastructure — are fundamentally technology businesses. We group them with Technology because investors comparing Alphabet to Microsoft get more useful insights than comparing Alphabet to AT&T. The UQS scoring thresholds match this reality: all companies in this grouping are scored against tech-sector margins and returns.

How does the UQS model handle unprofitable tech companies?

Pre-profit tech companies can still score well on growth and moat, but they'll score low on quality (no margins or ROIC to measure) and often low on risk (if burning cash). The overall UQS score reflects this honestly rather than projecting future profitability. For early-stage tech, the growth and moat pillars are the most informative — they tell you whether revenue is accelerating and whether the competitive position justifies the investment in growth.

What technology sub-sectors score highest overall?

Software companies (especially enterprise SaaS) tend to score highest overall because they combine high quality scores (recurring revenue, high margins) with strong moat scores (switching costs, data network effects). Semiconductor companies often score well on quality and growth but face cyclicality that lowers risk scores. Hardware companies typically score lower on moat due to more commoditized competition.