The theme: The chipmakers and the equipment companies that build the fabs — designers, foundries, memory, analog and the lithography and etch toolmakers behind them. One of the most-searched groups in the market, and one no broad sector page isolates.
At 24 names this is the broadest theme we track, which makes the ranking more of a sorting problem than a shortlist.
8 of these also earn a place on the AI list, worth knowing before treating the two as separate bets.
The Semiconductors group at a glance
Where these companies are filed
The 24 members report under 2 different industries, which is exactly why no standard sector view groups them:
Semiconductors18
Semiconductor Equipment & Materials6
What kind of businesses these are
Average pillar scores across the 24 scored members, against every stock the model scores:
Pillar
Semiconductors
Market
Read
Quality
72.9
57.7
15.2 above
Growth
76.5
58.0
18.5 above
Value
34.1
38.4
4.3 below
Pillars run 0–100, and Value is judged against sector peers. A low Value reading means this group is expensive relative to what it earns, not that the businesses are weak.
Scores run evenly across the group, from NVDA at 86.5 down to INTC at 20.6, the median landing mid-pack at 56.7. A theme is a thesis, not a quality filter — membership says a company is exposed to Semiconductors, and the score says what the model makes of the business.
Where analysts are moving on Semiconductors
Across the 24 Semiconductor names with a reading, the median forward earnings estimate is rising — +10.6% over 90 days, ahead of the market (+0.5%). The split is one-sided: 21 of the 24 moving up against 1 down.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. How this is measured, across the market →
Common questions
What counts as a Semiconductor stock?
The chipmakers and the equipment companies that build the fabs — designers, foundries, memory, analog and the lithography and etch toolmakers behind them. One of the most-searched groups in the market, and one no broad sector page isolates. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
How are the best Semiconductor stocks ranked?
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Are analysts raising or cutting Semiconductor earnings estimates?
Across the 24 Semiconductor names with a reading, the median forward earnings estimate is rising — +10.6% over 90 days, ahead of the market (+0.5%). The split is one-sided: 21 of the 24 moving up against 1 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
How often is the ranking updated?
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.