Zhi Tong Cai Jing·2025-06-27 06:55Group 1 - BMO Capital Markets published a report rating technology sector stocks based on key growth and value metrics, including NTM earnings growth rate, NTM ROE, NTM P/E, NTM dividend growth rate, and dividend yield [1] - The assessment revealed that Seagate Technology (STX.US), NVIDIA (NVDA.US), and KLA Corporation (KLAC.US) excelled in growth metrics, while HP (HPQ.US), Dell Technologies (DELL.US), and Hewlett Packard Enterprise (HPE.US) ranked highest in value metrics [1] - The technology sector has experienced a strong recovery, with a cumulative increase of 34% since the low on April 8, and a year-to-date rise of 7.8%, indicating a continuous restoration of market confidence [1] Group 2 - Chief Investment Strategist Brian G. Belski noted that while the rebound has exceeded expectations, the sector's ability to recover its losses is anticipated, with a positive outlook for the next 12-18 months [1] - Belski emphasized that as market drivers shift from leading giants to a broader rally, stock selection will be crucial for success [1] - The semiconductor sector is positioned at the forefront of the AI revolution, showcasing significant growth potential, with improved ROE levels due to enhanced operational efficiency over the past two years [1] Group 3 - The top 25 technology growth stocks, based on NTM earnings growth (50% weight), long-term growth rate, and NTM ROE (25% each), include Seagate Technology, NVIDIA, KLA Corporation, Lam Research (LRCX.US), First Solar (FSLR.US), Autodesk (ADSK.US), Intuit (INTU.US), Palantir (PLTR.US), Oracle (ORCL.US), Palo Alto Networks (PANW.US), Cadence Design Systems (CDNS.US), Gen Digital (GEN.US), AMD (AMD.US), Broadcom (AVGO.US), Qualcomm (QCOM.US), Microsoft (MSFT.US), Western Digital (WDC.US), Adobe (ADBE.US), Analog Devices (ADI.US), Fair Isaac (FICO.US), Intel (INTC.US), Tyler Technologies (TYL.US), Arista Networks (ANET.US), ServiceNow (NOW.US), and Micron Technology (MU.US) [2] Group 4 - The top 25 technology value stocks, based on NTM P/E (50% weight), NTM dividend growth rate, and dividend yield (25% each), include HP, Dell, Hewlett Packard Enterprise, Qualcomm, Gen Digital, Skyworks Solutions (SWKS.US), NetApp (NTAP.US), Cognizant Technology Solutions (CTSH.US), Seagate Technology, Cisco (CSCO.US), NXP Semiconductors (NXPI.US), TE Connectivity (TEL.US), Micron Technology, Applied Materials (AMAT.US), Accenture (ACN.US), Corning (GLW.US), Lam Research, Salesforce (CRM.US), Jabil (JBL.US), Juniper Networks (JNPR.US), First Solar, Western Digital, IBM (IBM.US), Motorola Solutions (MSI.US), and KLA Corporation [3]