Subtext

← All sectors

Information Technology

Companies69
Transcripts3558
Sector avg tone ×1000+7.2

Most upbeat: ADBE (+17.7). Most cautious: MCHP (+1.3).

Companies ranked by tone

Average net sentiment across all of each company's calls, with each company's deviation from the sector average.

#TickerCompanyTranscriptsAvg tonevs sector
1 ADBE Adobe Inc. 77 +17.7 +10.5
2 GDDY GoDaddy Inc. 21 +14.6 +7.4
3 NOW ServiceNow, Inc. 25 +13.9 +6.7
4 APH Amphenol Corporation 71 +12.4 +5.2
5 CDNS Cadence Design Systems, Inc. 33 +12.4 +5.2
6 CRM Salesforce, Inc. 69 +12.2 +4.9
7 KEYS Keysight Technologies, Inc. 29 +12.1 +4.8
8 ZBRA Zebra Technologies Corporation 25 +11.8 +4.5
9 AMAT Applied Materials, Inc. 75 +11.6 +4.4
10 WDAY Workday, Inc. 24 +11.5 +4.2
11 SWKS Skyworks Solutions, Inc. 42 +11.5 +4.2
12 SNPS Synopsys, Inc. 33 +11.2 +4.0
13 DELL Dell Technologies Inc. 57 +11.2 +3.9
14 ACN Accenture plc 71 +10.7 +3.4
15 HPQ HP Inc. 64 +10.7 +3.4
16 AAPL Apple Inc. 78 +10.0 +2.7
17 HPE Hewlett Packard Enterprise Company 37 +9.7 +2.4
18 ROP Roper Technologies, Inc. 60 +9.5 +2.3
19 PANW Palo Alto Networks, Inc. 22 +9.2 +1.9
20 SMCI Super Micro Computer, Inc. 23 +8.9 +1.6
21 INTU Intuit Inc. 76 +8.8 +1.5
22 MSFT Microsoft Corporation 78 +8.5 +1.3
23 IBM International Business Machines Corporation 78 +8.1 +0.9
24 IT Gartner, Inc. 33 +8.1 +0.9
25 GEN Gen Digital Inc. 66 +8.0 +0.8
26 CDW CDW Corporation 25 +8.0 +0.7
27 PTC PTC Inc. 22 +7.9 +0.7
28 CTSH Cognizant Technology Solutions Corporation 77 +7.8 +0.6
29 NVDA NVIDIA Corporation 75 +7.6 +0.4
30 INTC Intel Corporation 77 +7.4 +0.2
31 LRCX Lam Research Corporation 55 +7.4 +0.1
32 CRWD CrowdStrike Holdings, Inc. 24 +7.3 +0.1
33 JNPR Juniper Networks, Inc. 69 +7.2 -0.0
34 CSCO Cisco Systems, Inc. 77 +7.2 -0.1
35 GLW Corning Incorporated 77 +6.9 -0.3
36 FTNT Fortinet, Inc. 29 +6.7 -0.5
37 TRMB Trimble Inc. 21 +6.7 -0.5
38 ANSS ANSYS, Inc. 55 +6.6 -0.6
39 AKAM Akamai Technologies, Inc. 78 +6.5 -0.8
40 MU Micron Technology, Inc. 75 +6.5 -0.8
41 ADSK Autodesk, Inc. 72 +6.2 -1.1
42 FFIV F5, Inc. 57 +6.1 -1.1
43 MSI Motorola Solutions, Inc. 57 +6.0 -1.2
44 NTAP NetApp, Inc. 76 +6.0 -1.2
45 WDC Western Digital Corporation 64 +6.0 -1.3
46 AMD Advanced Micro Devices, Inc. 73 +5.5 -1.7
47 EPAM EPAM Systems, Inc. 21 +5.3 -2.0
48 ORCL Oracle Corporation 75 +5.3 -2.0
49 QCOM QUALCOMM Incorporated 77 +5.2 -2.0
50 FSLR First Solar, Inc. 57 +5.2 -2.1
51 TYL Tyler Technologies, Inc. 21 +5.1 -2.2
52 STX Seagate Technology Holdings plc 55 +4.9 -2.4
53 KLAC KLA Corporation 62 +4.8 -2.5
54 PLTR Palantir Technologies Inc. 19 +4.7 -2.5
55 TDY Teledyne Technologies Incorporated 21 +4.6 -2.6
56 ENPH Enphase Energy, Inc. 21 +4.3 -2.9
57 ADI Analog Devices, Inc. 71 +4.3 -3.0
58 ON ON Semiconductor Corporation 20 +3.7 -3.6
59 AVGO Broadcom Inc. 77 +3.6 -3.6
60 JBL Jabil Inc. 54 +2.9 -4.3
61 FICO Fair Isaac Corporation 22 +2.7 -4.5
62 VRSN VeriSign, Inc. 71 +2.6 -4.6
63 NXPI NXP Semiconductors N.V. 21 +2.4 -4.9
64 TER Teradyne, Inc. 47 +2.3 -5.0
65 TEL TE Connectivity plc 30 +2.0 -5.3
66 ANET Arista Networks Inc 44 +1.8 -5.4
67 MPWR Monolithic Power Systems, Inc. 21 +1.4 -5.8
68 TXN Texas Instruments Incorporated 78 +1.3 -5.9
69 MCHP Microchip Technology Incorporated 71 +1.3 -6.0