Top-rated Tech Growth stocks as AI theme is showing no signs of receding – UBS

UBS analysts believe the artificial intelligence theme will continue to drive growth due to heavy capital spending and growing demand.

Solita Marcelli, chief investment officer for Americas at UBS, said in a note that global tech (NASDAQ:AIQ), (IVES) should deliver earnings growth of around 15-20%.

“We continue to like AI beneficiaries within the tech sector,” said Marcelli.

Technology growth stocks rated “A” by Seeking Alpha’s independent contributors:

• Intapp Inc. (INTA) – Quant rating: 4.48
• Cloudflare Inc. (NET) – Quant rating: 4.35
• Seagate Technology Holdings Plc (STX) – Quant rating: 4.73
• Clear Secure Inc. (YOU) – Quant rating: 4.94
• CyberArk Software Ltd (CYBR) – Quant rating: 4.78
• Dell Technologies Inc. (DELL) – Quant rating: 4.61
• GitLab Inc. (GTLB) – Quant rating: 4.59
• Ituran Location and Control Ltd (ITRN) – Quant rating: 4.53
• Marvell Technology Inc. (MRVL) – Quant rating: 4.23
• Procore Technologies Inc. (PCOR) – Quant rating: 4.14
• Smartsheet Inc. (SMAR) – Quant rating: 4.68
• AppLovin Corp. (APP) – Quant rating: 4.98
• M-tron Industries Inc. (MPTI) – Quant rating: 4.46
• Micron Technology Inc. (MU) – Quant rating: 4.26
• Tenable Holdings Inc. (TENB) – Quant rating: 4.28
• Taiwan Semiconductor Manufacturing Company (TSM) – Quant rating: 4.97
• Twilio Inc. (TWLO) – Quant rating: 4.43