As the month of September 2026 comes to a close, the broader stock market has exhibited a mix of late-summer consolidation and selective sector rotation.
Investors continue to digest shifting macroeconomic data and adjust their portfolios for the final stretch of the third quarter, creating a dynamic backdrop where individual stock picking and sector trends take center stage.
Within this environment, several pocket-level opportunities have emerged, particularly in information technology-related assets.
Below is a list of the top 10 performing information technology stocks over the past month. The list features companies from the information technology sector, spanning industry segments such as Semiconductors, Technology Hardware, Storage & Peripherals, Semiconductor Materials & Equipment, and Application Software. The stocks are ranked based on their one-month price performance percentages.
The list is topped by MaxLinear, Inc. MXL, with a one-month performance of 45.80% and a Strong Buy Quant Rating of 4.98. Everpure, Inc.
P and Cohu, Inc.
COHU follow closely behind, with gains of 38.54% and 37.65% respectively. Semtech Corporation
SMTC and Skyworks Solutions, Inc.
SWKS round out the top five performers.
Notable among the rankings are Advanced Micro Devices, Inc. AMD and Intel Corporation
INTC, both carrying Strong Buy Quant Ratings of 4.99—the highest on the list. AMD posted a 30.56% gain while INTC rose 29.69% over the month. FormFactor, Inc.
FORM and AXT, Inc.
AXTI also earned Strong Buy ratings of 4.89 and 4.90 respectively. Strategy Inc
MSTR closes out the top 10 with a 23.43% gain and a Hold rating of 3.09.
Here is the list:
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MaxLinear, Inc.
MXL, 1 month performance percentage: 45.80%
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Everpure, Inc.
P, 1 month performance percentage: 38.54%
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Cohu, Inc.
COHU, 1 month performance percentage: 37.65%
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Semtech Corporation
SMTC, 1 month performance percentage: 33.25%
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Skyworks Solutions, Inc.
SWKS, 1 month performance percentage: 33.14%
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Advanced Micro Devices, Inc.
AMD, 1 month performance percentage: 30.56%
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Intel Corporation
INTC, 1 month performance percentage: 29.69%
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FormFactor, Inc.
FORM, 1 month performance percentage: 28.79%
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AXT, Inc.
AXTI, 1 month performance percentage: 25.65%
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Strategy Inc
MSTR, 1 month performance percentage: 23.43%
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