Technology stocks have generated outstanding performance over the past ten years, though their typically elevated prices often deter value-conscious investors. However, Validea’s comprehensive analysis framework demonstrates that attractive investment prospects still exist within this seemingly overpriced sector by employing 22 time-tested investment strategies from legendary investors including Warren Buffett, Peter Lynch, and Martin Zweig.
This systematic approach identifies tech companies that combine strong business fundamentals with reasonable valuations. The methodology seeks out firms displaying characteristics that successful investors have historically prized: solid financial strength, consistent cash flow generation, sustainable competitive advantages, and valuations that properly account for growth prospects and market position.
Rather than avoiding technology investments entirely due to valuation concerns, Validea’s methodical process demonstrates how rigorous, fundamentals-based analysis can uncover compelling investment opportunities even in sectors known for premium pricing. The platform’s multi-strategy approach enables investors to access technology sector growth while incorporating risk management through careful stock selection.
This strategy enables investors to participate in the technology sector’s growth potential while upholding disciplined investment principles, proving that thorough analysis combined with proven methodologies can identify valuable opportunities in areas where others see only overpriced stocks.
Below are the top 10 technology stocks for September 2025, ranked according to Validea’s guru-based models.
Discover how Validea’s models can help you identify high-quality, long-term investments, even in changing market conditions. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Take a Free Trial Today!
| Ticker | Company Name | Price | Market Cap ($mil) | PE Ratio | Price/ Sales | Relative Strength | Price/ Book | Price/ Cash Flow | Dividend Yield |
|---|---|---|---|---|---|---|---|---|---|
| PAYC | PAYCOM SOFTWARE INC | $216.55 | $12,182 | 29.3 | 6.2 | 73 | 6.8 | 21.2 | 0.7% |
| ENS | ENERSYS | $111.37 | $4,173 | 12.7 | 1.1 | 62 | 2.2 | 9.2 | 0.9% |
| GWW | WW GRAINGER INC | $1,005.23 | $48,082 | 25.4 | 2.8 | 49 | 13.1 | 21.3 | 0.8% |
| NTES | NETEASE INC (ADR) | $152.90 | $96,816 | 20.4 | 6.3 | 89 | 4.6 | 18.4 | 0.3% |
| QCOM | QUALCOMM INC | $168.13 | $181,210 | 16.2 | 4.2 | 49 | 6.7 | 13.7 | 2.1% |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $134.31 | $620 | 27.8 | 1.1 | 79 | 5.9 | 20.9 | 0.5% |
| LRCX | LAM RESEARCH CORP | $126.32 | $159,873 | 30.4 | 8.7 | 85 | 16.3 | 27.8 | 0.7% |
| IBEX | IBEX LTD | $42.00 | $559 | 17.6 | 1.0 | 90 | 4.2 | 10.3 | 0.0% |
| AMAT | APPLIED MATERIALS INC | $189.76 | $151,171 | 22.6 | 5.3 | 55 | 7.8 | 20.8 | 0.9% |
| TSM | TAIWAN SEMICNDCTR MNUFCTRNG CO LTD (ADR) | $268.64 | $1,107,568 | 28.7 | 9.8 | 84 | 9.2 | 15.4 | 0.0% |
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