09/23/2026 | Press release | Distributed by Public on 09/23/2026 00:57
A narrow list of market giants reaches new highs, led by a powerful run in technology.
Advanced Micro Devices (AMD) is now a company with a market value of about $1018.0 billion, and its stock has gained 31.8% over the last month alone. As of Tuesday, September 22, there are 9 Large Cap US and Canada-listed stocks in the Trefis coverage universe trading at their 52-week highs. The list is concentrated, with Information Technology (4 names) and Health Care (3 names) accounting for most of the names. What kind of business performance underpins these prices?
Every Name On The List
The table below lists all 9 names this screen surfaced, largest first, with one-day, one-week, one-month, and one-year returns:
| Tickers |
Market Cap |
1D % Chg |
1W % Chg |
1M % Chg |
1Y % Chg |
|---|---|---|---|---|---|
| AMD | $1,017.99 Bil | 1.3% | 23.7% | 31.8% | 296.3% |
| CRWD | $253.79 Bil | 0.3% | 3.1% | 30.3% | 99.0% |
| DE | $189.91 Bil | 2.7% | 2.8% | 8.6% | 51.6% |
| NET | $125.08 Bil | 0.4% | 7.9% | 20.4% | 56.2% |
| WBD | $77.41 Bil | 0.1% | 10.0% | 8.0% | 59.5% |
| MRNA | $72.66 Bil | 5.6% | 27.0% | 25.8% | 623.3% |
| NTRA | $56.01 Bil | 5.5% | 11.4% | 17.7% | 115.8% |
| A | $47.17 Bil | 3.3% | 11.3% | 5.2% | 33.5% |
| TWLO | $43.47 Bil | 6.9% | 17.5% | 26.3% | 167.2% |
This screen covers US and Canada-listed stocks in the Trefis coverage universe. Large Cap here means a market value above $40 billion.
What does a trillion-dollar valuation buy?
Advanced Micro Devices (AMD) trades at 158.2 times trailing earnings. Its revenue grew 39.5% over the last twelve months, and its operating margin was 15.7%. The list also includes more traditional businesses reaching new highs. Deere (DE) trades at 38.9 times trailing earnings, and its revenue grew 8.0% over the last twelve months, and its operating margin was 17.6%.
A high price is a question, not an answer.
A 52-week-high list is a map of where strength has been. That strength can persist. But a price is not a verdict on a company's future, and a new high is not by itself a signal to buy. The disciplined move is to treat the price as a prompt to ask a question: does the business itself earn this new level?
A new high tells you what the market already believes. The harder question is which of these runs management itself is underwriting. Our Guidance Momentum screen tracks exactly that: stocks where the company raised its own forward numbers.
One more pattern worth noticing: 4 of the 9 names are Information Technology stocks. When a whole group is making new highs together, a technology ETF like XLK, which holds 2 of these names, is one way to own part of the group's strength without betting on which single name leads it from here.
New Highs Fade. Discipline Compounds
Some of the names on this list will keep setting highs for years, and some are at the top of their run right now. Sorting one from the other, name by name, every day, is the work most investors never keep up with.
That sorting is what the Trefis High Quality (HQ) Portfolio does systematically: about 30 quality businesses screened for the fundamentals that sustain a run, held with rules instead of excitement. It has a track record of outpacing a benchmark that combines the S&P 500, the S&P MidCap 400, and the Russell 2000. Use the high list for ideas; use the portfolio for the compounding.