As the first month of 2026 comes to an end this week and earnings season accelerates, below is a list of the top 10 information technology stocks above $10B market cap, ranked by their one-month price performance percentage.
The list is dominated by Applied Digital (APLD), which recorded an impressive 71.93% one-month performance. Micron Technology (MU) is the second-best performer with a 44.05% gain and holds the highest Quant Rating among the top five, earning a Strong Buy rating of 4.99. MKS (MKSI), Entegris, (ENTG), and Western Digital Corporation (WDC) complete the top five performers.
Many stocks on the list, including MKS (MKSI), Entegris, (ENTG), Lam Research (LRCX), and Applied Materials (AMAT), belong to the Semiconductor Materials & Equipment industry. Onto Innovation Inc. (ONTO) is another notable performer that received a strong assessment, earning a Buy Quant Rating of 4.47.
Here is the list:
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Applied Digital Corporation (APLD), 1 month performance percentage: 71.93%
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Micron Technology, Inc. (MU), 1 month performance percentage: 44.05%
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MKS Inc. (MKSI), 1 month performance percentage: 39.84%
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Entegris, Inc. (ENTG), 1 month performance percentage: 39.57%
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Western Digital Corporation (WDC), 1 month performance percentage: 39.18%
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Lam Research Corporation (LRCX), 1 month performance percentage: 33.91%
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GlobalFoundries Inc. (GFS), 1 month performance percentage: 32.39%
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Onto Innovation Inc. (ONTO), 1 month performance percentage: 29.84%
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Applied Materials, Inc. (AMAT), 1 month performance percentage: 27.04%
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KLA Corporation (KLAC), 1 month performance percentage: 26.32%