Information Technology
59 companies under coverage across 12 industries.
Browse by industry
Information Technology companies
Microsoft Corporation (MSFT)
The bull case — 'AI Supercycle' (7% weight) — targets $620, +66% vs spot. It needs the multiple to hold or expand.
Adobe Systems Incorporated (ADBE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $362, +76% vs spot. It needs the multiple to hold or expand.
Cognizant Technology Solutions Corp Class A (CTSH)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $68, +76% vs spot. It needs Gross Margin to surprise to the upside.
Intuit Inc (INTU)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $455, +74% vs spot. It needs the multiple to hold or expand.
Accenture plc (ACN)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $215, +73% vs spot. It needs Gross Margin to surprise to the upside.
Godaddy Inc (GDDY)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $154, +81% vs spot. It needs the multiple to hold or expand.
PTC Inc (PTC)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $207, +83% vs spot. It needs the multiple to hold or expand.
Autodesk Inc (ADSK)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $345, +78% vs spot. It needs the multiple to hold or expand.
Skyworks Solutions Inc (SWKS)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $123, +81% vs spot. It needs the multiple to hold or expand.
Workday Inc (WDAY)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $217, +78% vs spot. It needs the multiple to hold or expand.
Palantir Technologies (PLTR)
The bull case — 'Platform Defender' (10% weight) — targets $310, +166% vs spot. It needs the multiple to hold or expand.
Tyler Technologies Inc (TYL)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $515, +76% vs spot. It needs the multiple to hold or expand.
Qualcomm Incorporated (QCOM)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $328, +78% vs spot. It needs the multiple to hold or expand.
Trimble Inc (TRMB)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $89, +75% vs spot. It needs the multiple to hold or expand.
HP Inc (HPQ)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $42, +93% vs spot. It needs Gross Margin to surprise to the upside.
NVIDIA Corporation (NVDA)
The bull case — 'Supercycle Extended' (7% weight) — targets $380, +90% vs spot. It needs Revenue Growth to surprise to the upside.
Fair Isaac Corporation (FICO)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $2,134, +79% vs spot. It needs the multiple to hold or expand.
Gartner Inc (IT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $226, +75% vs spot. It needs the multiple to hold or expand.
Salesforce.com Inc (CRM)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $279, +78% vs spot. It needs the multiple to hold or expand.
NXP Semiconductors NV (NXPI)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $488, +74% vs spot. It needs the multiple to hold or expand.
F5 Networks Inc (FFIV)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $693, +67% vs spot. It needs the multiple to hold or expand.
Oracle Corporation (ORCL)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $265, +81% vs spot. It needs the multiple to hold or expand.
ServiceNow Inc. (NOW)
The bull case — 'Bull — AI Monetizes' (13% weight) — targets $140, +41% vs spot. It needs the multiple to hold or expand.
VeriSign Inc (VRSN)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $455, +81% vs spot. It needs the multiple to hold or expand.
TE Connectivity Ltd (TEL)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $358, +77% vs spot. It needs the multiple to hold or expand.
Gen Digital Inc. (GEN)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $43, +73% vs spot. It needs the multiple to hold or expand.
Synopsys Inc (SNPS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $810, +82% vs spot. It needs the multiple to hold or expand.
Super Micro Computer Inc (SMCI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $54, +86% vs spot. It needs Gross Margin to surprise to the upside.
NetApp Inc (NTAP)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $268, +73% vs spot. It needs the multiple to hold or expand.
Motorola Solutions Inc (MSI)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $710, +71% vs spot. It needs the multiple to hold or expand.
Cisco Systems Inc (CSCO)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $201, +71% vs spot. It needs the multiple to hold or expand.
Analog Devices Inc (ADI)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $682, +72% vs spot. It needs the multiple to hold or expand.
Microchip Technology Inc (MCHP)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $157, +72% vs spot. It needs the multiple to hold or expand.
Crowdstrike Holdings Inc (CRWD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,435, +88% vs spot. It needs the multiple to hold or expand.
Zebra Technologies Corporation (ZBRA)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $443, +68% vs spot. It needs the multiple to hold or expand.
Cadence Design Systems Inc (CDNS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $674, +80% vs spot. It needs the multiple to hold or expand.
First Solar Inc. (FSLR)
The bull case — 'IRA Extended + AI Power' (10% weight) — targets $400, +70% vs spot. It needs the multiple to hold or expand.
Amphenol Corporation (APH)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $287, +63% vs spot. It needs the multiple to hold or expand.
Roper Technologies Inc (ROP)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $585, +73% vs spot. It needs the multiple to hold or expand.
ON Semiconductor Corporation (ON)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $160, +69% vs spot. It needs the multiple to hold or expand.
Keysight Technologies Inc (KEYS)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $601, +72% vs spot. It needs the multiple to hold or expand.
Fortinet Inc (FTNT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $272, +77% vs spot. It needs the multiple to hold or expand.
Jabil Circuit Inc (JBL)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $622, +61% vs spot. It needs Gross Margin to surprise to the upside.
Teledyne Technologies Incorporated (TDY)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,118, +68% vs spot. It needs the multiple to hold or expand.
International Business Machines (IBM)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $483, +72% vs spot. It needs the multiple to hold or expand.
CDW Corp (CDW)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $232, +65% vs spot. It needs Gross Margin to surprise to the upside.
Akamai Technologies Inc (AKAM)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $202, +71% vs spot. It needs the multiple to hold or expand.
Texas Instruments Incorporated (TXN)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $507, +70% vs spot. It needs the multiple to hold or expand.
Qnity Electronics, Inc (Q)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $281, +72% vs spot. It needs the multiple to hold or expand.
Hewlett Packard Enterprise Co (HPE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $76, +68% vs spot. It needs Gross Margin to surprise to the upside.
Broadcom Inc (AVGO)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $646, +71% vs spot. It needs the multiple to hold or expand.
Apple Inc. (AAPL)
The bull case — 'ME Bull' (30% weight) — targets $340, +18% vs spot. It needs the multiple to hold or expand.
Flex Ltd (FLEX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $270, +67% vs spot. It needs Gross Margin to surprise to the upside.
Applovin Corp (APP)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $858, +67% vs spot. It needs the multiple to hold or expand.
Arista Networks (ANET)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $279, +64% vs spot. It needs the multiple to hold or expand.
Datadog Inc (DDOG)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $491, +89% vs spot. It needs the multiple to hold or expand.
Palo Alto Networks (PANW)
The bull case — 'ME Bull' (20% weight) — targets $360, +6% vs spot. It needs the multiple to hold or expand.
Monolithic Power Systems Inc (MPWR)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $2,134, +54% vs spot. It needs the multiple to hold or expand.
KLA Corporation (KLAC)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $458, +52% vs spot. It needs the multiple to hold or expand.