Top 15 Technology Stocks by Marvin Opportunity Score
Marvin's rules picked 15 Technology stocks that score highest on Opportunity among companies with solid business quality. Here is each one's growth, margins and debt, plus a caution, as of October 2026.
These 15 Technology stocks were chosen by Marvin's rules, not by opinion. Each one has a high Opportunity score and a solid Business Quality score. Both scores compare a company with others in its own industry, so a software company is judged against software peers and a chipmaker against chipmakers.
Technology covers a wide range of businesses, from software and chip makers to hardware and IT services. Margins, debt and growth look very different across these groups, so compare a company with its own type of business first.
A high score describes how a company compares with its industry today. It is not a forecast, and it is not a recommendation. Each pick below includes a caution, because even highly ranked companies have weaker spots, and a few have missing data.
The list
How Marvin ranked these stocks
Marvin included companies above a minimum size, scored them with Marvin scores that are relative to each company's own industry, and kept Technology companies with a solid Business Quality score. They are ranked by highest Opportunity score first, and only a small number of companies per industry are allowed so that one group does not dominate the list. The scores compare each company with its industry peers today and do not predict future results.
Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Technology sector, highest Opportunity score first, among companies with a Business Quality score of at least 50; at most 4 per industry.
The stocks, one by one
Dave Inc. DAVE
Dave Inc. has an overall score of 97, with revenue growth of 59.7% and a free cash flow margin of 50.7%. Those figures suggest fast growth and strong cash generation. Caution: operating margin, gross margin and debt data are not available, so profitability and leverage are only partly visible.
Gen Digital Inc. GEN
Gen Digital combines an operating margin of 41.7% with revenue growth of 27.1%, which points to a highly profitable software business that is still expanding. Caution: its debt-to-equity ratio of 3.08 is noticeably higher than most others on this list.
Amphenol Corporation APH
Amphenol grew revenue by 51.7% in its last fiscal year and kept an operating margin of 27.0%, a solid mix for a hardware maker. Debt is modest, with a debt-to-equity ratio of 1.11. Caution: its free cash flow margin of 16.2% is much lower than its operating margin.
Sandisk Corporation SNDK
Sandisk shows very fast revenue growth of 175.3%, an operating margin of 61.2%, and almost no debt, with a debt-to-equity ratio of 0.01. Caution: growth this high in one year is a snapshot of a single period and says little about what comes next.
Avnet, Inc. AVT
Avnet's revenue grew 24.5%, and its overall score is 92. Distribution is a low-margin business, though, and the figures show it: operating margin is 2.6%. Caution: free cash flow margin is -1.3%, meaning the company did not generate spare cash in its last fiscal year.
Micron Technology, Inc. MU
Micron posted revenue growth of 256.3% and an operating margin of 74.6%, with very little debt (debt-to-equity 0.04). Together they suggest rapid expansion with strong profitability. Caution: these are one fiscal year's figures, and a single year's results may not be typical for the company.
Taiwan Semiconductor Manufacturing Company Limited TSM
Taiwan Semiconductor has an overall score of 96 and a Business Quality score of 97, which place it near the top of its industry. Caution: no growth, margin, return or debt figures are available for it here, so the scores cannot be checked against underlying financials.
IBEX Limited IBEX
IBEX grew revenue by 15.4% and earns a return on equity of 27.2%, with a low debt-to-equity ratio of 0.38. Caution: its operating margin is only 8.5%, so profits are thin relative to sales, and gross margin is not available.
Lumentum Holdings Inc. LITE
Lumentum grew revenue by 83.2% and has an operating margin of 17.4%, with debt-to-equity of 0.70. Caution: return on equity is -149.3%, a deeply negative figure, and its Business Quality score of 63 is among the lowest on this list.
Navan, Inc. NAVN
Navan grew revenue by 30.8% and keeps a gross margin of 72.5%, which suggests demand and healthy margins on what it sells. Caution: its operating margin is -25.7%, so it is spending more than it earns from operations, and debt data is missing.
NVIDIA Corporation NVDA
NVIDIA pairs revenue growth of 65.5% with an operating margin of 65.2% and low debt, with a debt-to-equity ratio of 0.17. Caution: its Opportunity score of 95 is slightly lower than most others here, even though its quality score is 97.
Remitly Global, Inc. RELY
Remitly grew revenue by 29.4% and converts sales into cash well, with a free cash flow margin of 21.4% and very little debt (debt-to-equity 0.03). Caution: its operating margin is only 9.5%, and gross margin is not available.
Zeta Global Holdings Corp. ZETA
Zeta Global grew revenue by 29.7% and keeps a gross margin of 59.5%, with modest debt (debt-to-equity 0.24). Caution: its operating margin is just 1.6% and return on equity is -0.2%, so profits for shareholders are essentially absent.
Innodata Inc. INOD
Innodata grew revenue by 47.6%, with a free cash flow margin of 58.0% and a return on equity of 29.1%, suggesting fast growth with strong cash generation. Caution: operating margin, gross margin and debt figures are not available, so the picture is incomplete.
Western Digital Corporation WDC
Western Digital shows revenue growth of 35.7%, an operating margin of 34.5% and low debt, with a debt-to-equity ratio of 0.13. Caution: its return on equity of 106.3% is very high compared with its other figures, which can reflect a small equity base rather than strength alone.
Common questions
What does the Opportunity score mean?
It is one of Marvin's scores and shows how a company compares with other companies in its own industry today. A high score means it stands out among its peers on Marvin's measures. It is not a forecast of future performance.
Why do some stocks have fewer figures than others?
Not every company reports every measure in a form that Marvin can use. When a figure such as operating margin, gross margin or debt is missing, the blurb says so and relies only on the figures that are available.
Does a high score mean I should buy the stock?
No. The scores describe a company's position within its industry. They do not account for your goals, your risk tolerance or the price you would pay. Use this list as a starting point for your own research, not as a recommendation.
Keep reading
- Top 15 Technology Stocks Right Now, Ranked by Marvin Scores
- Top 15 Technology Companies With the Strongest Businesses
- Top 11 Software Stocks by Marvin Scores
- Top 20 Large-Cap Stocks Right Now, Ranked by Marvin Scores
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Marvin's scores (0-100) compare each company with others in its industry today. Growth and margin figures come from SEC filings. This is general information, not personal investment advice or a recommendation to buy or sell anything. Do your own research.