Industry ยท Oct 2026
Computer Hardware stocks ranked by gap to the model's fair value
Faircurve's model values 11 computer hardware stocks. 10 of them are ranked below by the gap between the model's fair value and the last close, as of 31 Oct 2026: 4 read as Undervalued, 5 as Fairly valued and 1 as Overvalued. The median gap across the ranked names is +8.4%. The widest gaps above the price are SMCI (+32.5%), SNDK (+25.4%), HPQ (+19.1%). The widest below it are ANET (-18.1%), P (-12.9%), WDC (+2.8%).
Valuations as of . Prices are the closes of 3 Nov 2026. The gap is the model's fair value against the price: a positive gap means the fair value is above the price. It states what the model concluded, not where the price goes next.
The ranking
| Rank | Company | Last close | Model fair value | Gap | Model verdict | Quality score | Market value |
|---|---|---|---|---|---|---|---|
| 1 | SMCI Super Micro Computer, Inc. | $31.39 | $41.60 | +32.5% | Undervalued | 58 | $21.6B |
| 2 | SNDK Sandisk Corporation | $1,126.52 | $1,412.68 | +25.4% | Undervalued | 77 | $166.3B |
| 3 | HPQ HP Inc. | $28.27 | $33.68 | +19.1% | Undervalued | 76 | $26.0B |
| 4 | CRSR Corsair Gaming, Inc. | $12.31 | $14.43 | +17.2% | Undervalued | 62 | $1.4B |
| 5 | HPE Hewlett Packard Enterprise Company | $53.10 | $57.59 | +8.5% | Fairly valued | 37 | $73.1B |
| 6 | DELL Dell Technologies Inc. | $408.31 | $442.09 | +8.3% | Fairly valued | 66 | $269.7B |
| 7 | NTAP NetApp, Inc. | $190.78 | $199.69 | +4.7% | Fairly valued | 72 | $39.1B |
| 8 | WDC Western Digital Corporation | $347.35 | $357.12 | +2.8% | Fairly valued | 55 | $137.0B |
| 9 | P Everpure, Inc. | $117.65 | $102.45 | -12.9% | Fairly valued | 52 | $42.3B |
| 10 | ANET Arista Networks, Inc. | $169.91 | $139.17 | -18.1% | Overvalued | 70 | $213.0B |
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Valued but not ranked
One name is valued but not ranked, for one of four reasons: the model grades the evidence as low or has not graded it yet, the inputs are under review, the gap is wider than 60%, or the valuation is more than three weeks old. The numbers are shown for reference.
| Company | Last close | Model fair value | Gap | Why it is not ranked | Quality score | Market value |
|---|---|---|---|---|---|---|
| STX Seagate Technology Holdings plc | $606.38 | $610.75 | +0.7% | Low evidence grade | 75 | $146.6B |