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Ranked by Compass Score · 20 companies · Updated July 25, 2026
The most crowded trade in technology is usually the most obvious one. The names dominating the financial press at the start of any given year tend to be the ones already priced for perfection, where every growth assumption is baked in and the margin for error is wafer-thin. That's not pessimism about tech, it's just how capital flows. Money chases the story that's already been told, and the premium gets front-loaded into names that feel safe precisely because everyone already owns them.
The Compass Score cuts through that. It runs eight factors across every name in the list, and what consistently surfaces are companies where the underlying business has moved ahead of the market's recognition of it. Sometimes that's a mid-cap nobody is watching... except that's banned, so: sometimes it's a company two years into a genuine operational shift that consensus has filed under "wait and see." The table below shows where the score landed for 2026.
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Higher Compass Scores reflect where fundamentals, momentum, and forward catalysts align. Tap any company for the full breakdown.
Standout: Profitability (89/100) · Direction: Hold · $28.7B
Standout: Revenue Growth (91/100) · Direction: Accumulate · $5.1B
Standout: Revenue Growth (92/100) · Direction: Accumulate · $2.8B
Standout: Momentum (81/100) · Direction: Accumulate · $7.3B
Standout: Revenue Growth (88/100) · Direction: Accumulate · $5.6B
Standout: Revenue Growth (95/100) · Direction: Accumulate · $4.8B
Standout: Revenue Growth (98/100) · Direction: Accumulate · $7.3B
Standout: Profitability (82/100) · Direction: Accumulate · $2.6B
Standout: Revenue Growth (87/100) · Direction: Accumulate · $4.4B
Standout: Revenue Growth (98/100) · Direction: Accumulate · $4.7B
Standout: Catalysts (99/100) · Direction: Accumulate · $91.3B
Standout: Revenue Growth (90/100) · Direction: Accumulate · $179.2B
Standout: Revenue Growth (81/100) · Direction: Accumulate · $4.0B
Standout: Revenue Growth (98/100) · Direction: Accumulate · $212.7B
Standout: Profitability (78/100) · Direction: Accumulate · $2.9B
Standout: Momentum (87/100) · Direction: Accumulate · $2.3B
Standout: Revenue Growth (83/100) · Direction: Accumulate · $63.2B
Standout: Valuation (82/100) · Direction: Accumulate · $2.7B
Standout: Revenue Growth (86/100) · Direction: Accumulate · $9.7B
Standout: Revenue Growth (73/100) · Direction: Accumulate · $54.5B
By Alexandria's Compass Score, Fair Isaac Corporation (NYSE:FICO) currently ranks highest among Technology names with a score of 92/100 (True North). Compass Scores are recomputed weekly across eight factors, so rankings shift as the fundamentals do.
Every company is scored 1-100 on eight weighted factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The composite is percentile-normalized into a Compass Score and a tier from True North to Avoid. It is a contrarian lens that rewards what the crowd overlooks rather than what is already priced in.
A high Compass Score reflects where fundamentals, momentum, and forward catalysts align. It is research, not investment advice. Use the ranking as a starting point, then read each company's full Compass Direction analysis before making any decision.
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Compass Scores are proprietary editorial research generated by Alexandria's analysis engine from publicly available data. They are one data point among many and do not constitute investment advice or a recommendation regarding any security. Rankings update weekly and may change.