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    Verdict: Invest

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    Computer Hardware

    Explore the computer hardware companies we cover.

    Companies

    5 companies
    Quality and price

    Seagate Technology Holdings

    NASDAQ · STX
    Computer Hardware
    High QualityTimely Buy
    $639.01
    Close
    Oct 16, 2026
    -7.5%

    Seagate makes hard disk drives and storage solutions for enterprise and consumer customers.

    Why we like it

    We like Seagate’s ability to turn storage engineering into products it can manufacture itself. Its strongest opportunity is to put advanced storage technology into customers’ evolving systems, with nearline drives at the heart of that push. This is a tangible industrial business with a compelling role in storing the data customers need.

    Analyst target potential
    +78.1%$1,138.00

    Arista Networks

    NYSE · ANET
    Computer Hardware
    High QualityTimely Buy
    $176.98
    Close
    Oct 16, 2026
    -4.63%

    Arista Networks sells Ethernet networking equipment and software, mainly to data centers.

    Why we like it

    We like Arista’s powerful combination of fast networking and a common software backbone. Its extensible operating system runs across its devices, giving the portfolio a coherent identity. Bringing that platform to demanding cloud and AI customers is a compelling opportunity.

    Analyst target potential
    +38.5%$245.14

    Dell Technologies

    NYSE · DELL
    Computer Hardware
    InvestableTimely Buy
    $451.71
    Close
    Oct 16, 2026
    -4.58%

    Dell supplies computers and data-center hardware to businesses.

    Why we like it

    We like Dell’s powerful position where enterprise customers need technology that works together. Its commercial computers, servers and storage give it a broad platform to serve those customers. The exciting opportunity is to turn its engineering expertise and extensive partner network into complete systems that customers can put to work.

    Analyst target potential
    +31.3%$593.00

    Cisco

    NASDAQ · CSCO
    Computer Hardware
    InvestableTimely Buy
    $107.39
    Close
    Oct 16, 2026
    -2.24%

    Cisco supplies networking equipment and software, cybersecurity and collaboration tools such as Webex.

    Why we like it

    Cisco is a powerful part of the machinery behind everyday business. Its networking, security and collaboration tools help companies connect and get work done. We like the mix of hardware and software. Rising sales, improving operating margins and healthy cash generation make that story especially compelling.

    Analyst target potential
    +26.8%$136.16

    Apple

    NASDAQ · AAPL
    Computer Hardware
    High QualityAvoid
    $343.46
    Close
    Oct 16, 2026
    +0.43%

    Apple designs devices, software and services that work together across the iPhone, Mac, iPad and its wider ecosystem.

    Why we like it

    Apple’s ecosystem is a formidable engine. Devices bring customers in, services deepen the relationship, and integration gives them compelling reasons to stay. We like the combination of stronger product demand, attractive services economics and a business that turns profit into cash.

    Analyst target potential
    -4.1%$329.38