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2021-03-12

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Don’t be fooled by the ‘value’ tag on these tech stocks. Many can provide plenty of growth too

Facebook, Oracle and Micron Technology are reasonably valued when considering the outlook for their

Don’t be fooled by the ‘value’ tag on these tech stocks. Many can provide plenty of growth too

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Many can provide plenty of growth too","url":"https://stock-news.laohu8.com/highlight/detail?id=1155506399","media":"MarketWatch","summary":"Facebook, Oracle and Micron Technology are reasonably valued when considering the outlook for their ","content":"<p>Facebook, Oracle and Micron Technology are reasonably valued when considering the outlook for their sales growth.</p>\n<p>With another round of federal stimulus on the way and expectations for solid growth for the U.S. economy this year, value stocks have been rallying. Stocks with low valuations tend to do well during economic growth phases.</p>\n<p>Mark DeCambre&nbsp;underlined the value rallyby pointing out that the Dow Jones Industrial Average&nbsp;ended at a record high Dec. 10, while the Nasdaq Composite Index&nbsp;was still in a correction.</p>\n<p>But what about tech stocks? There’s plenty of value there too, as you can see in the screen below.</p>\n<p>Economists&nbsp;polled by MarketWatch expect the U.S. economy to expand by 6% in 2021. Yes, that’s coming off a 3.5% contraction in 2020, according to the&nbsp;latest estimate&nbsp;from the Bureau of Economic Analysis. But the 2021 growth rate would be the fastest since 1984, according to&nbsp;World Bank&nbsp;data.</p>\n<p><b>Tech value stock screen</b></p>\n<p>There are several definitions of value stocks, but generally they are those that trade at lower valuations to earnings and typically grow their sales at a slower pace. That said, an individual value stock might also be considered a growth stock. This is illustrated by the Russell indexes.</p>\n<p>The Russell 1000 Index&nbsp;is made up of the 1,000 largest publicly traded U.S. companies by market capitalization and is reconstituted each year in June. Selected from the Russell 1000 are the Russell 1000 Value Index,which has 849 stocks, and the Russell 1000 Growth Index,which has 453 stocks. The groups overlap, with 291 stocks in both. You can read how FTSE Russell describes the makeup of its indexeshere.</p>\n<p>So an easy way to play value at this time is to buy shares of an exchange traded fund that tracks the Russell 1000 Value Index,such as the iShares Russell 1000 Value ETF&nbsp;or the Vanguard Russell 1000 Value ETF.As always, do your own research on any investment you consider to make an informed decisions.</p>\n<p>For a large-cap technology value screen, we started with the information technology sector of the S&amp;P 500 Index.Here’s how this sector’s weighted aggregate forward price-to-earnings ratio has increased over the past five years:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/448e8db17465fbd7031f10b78f718961\" tg-width=\"1259\" tg-height=\"988\"><span>(FACTSET)</span></p>\n<p>The sector’s forward P/E his risen to 25.4.</p>\n<p>This doesn’t mean “expensive” tech stocks can’t be excellent investments. Salesforce.com&nbsp;was trading at a forward P/E of 68.7 five years ago, and the stock has nearly tripled since then.</p>\n<p>Getting back to the S&amp;P 500 tech value screen, we then added tech-oriented stocks in the communications services sector, including videogame developers and Facebook Inc.,Alphabet Inc.,Netflix Inc.&nbsp;and Twitter Inc..That brought the list up to 82 stocks. Two of the videogame developers made the cut, but among the four companies named above, only Facebook had a low enough P/E to pass the screen.</p>\n<p>Here are the 43 S&amp;P 500 tech companies that trade below the tech sector’s forward P/E of 25.4:</p>\n<table>\n <thead>\n  <tr>\n   <th>COMPANY</th>\n   <th>TICKER</th>\n   <th>INDUSTRY</th>\n   <th>FORWARD P/E</th>\n   <th>FORWARD PRICE/SALES</th>\n   <th>ESTIMATED OPERATING MARGIN - 2020</th>\n   <th>EXPECTED SALES GROWTH - 2021</th>\n   <th>ESTIMATED SALES GROWTH - 2020</th>\n   <th>DIVIDEND YIELD</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>HEWLETT PACKARD ENTERPRISE CO.</td>\n   <td>HPE</td>\n   <td>COMPUTER PROCESSING HARDWARE</td>\n   <td>8.5</td>\n   <td>0.7</td>\n   <td>15.93%</td>\n   <td>2%</td>\n   <td>-6%</td>\n   <td>3.17%</td>\n  </tr>\n  <tr>\n   <td>DXC Technology Co.</td>\n   <td>DXC</td>\n   <td>Data Processing Services</td>\n   <td>9.1</td>\n   <td>0.4</td>\n   <td>11.83%</td>\n   <td>-6%</td>\n   <td>-8%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>HP Inc.</td>\n   <td>HPQ</td>\n   <td>Computer Processing Hardware</td>\n   <td>9.6</td>\n   <td>0.6</td>\n   <td>8.58%</td>\n   <td>5%</td>\n   <td>-2%</td>\n   <td>2.56%</td>\n  </tr>\n  <tr>\n   <td>International Business Machines Corp.</td>\n   <td>IBM</td>\n   <td>Information Technology Services</td>\n   <td>11.5</td>\n   <td>1.5</td>\n   <td>22.24%</td>\n   <td>1%</td>\n   <td>-5%</td>\n   <td>5.10%</td>\n  </tr>\n  <tr>\n   <td>Western Union Company</td>\n   <td>WU</td>\n   <td>Finance/Rental/Leasing</td>\n   <td>12.0</td>\n   <td>2.0</td>\n   <td>25.48%</td>\n   <td>6%</td>\n   <td>-8%</td>\n   <td>3.82%</td>\n  </tr>\n  <tr>\n   <td>Vontier Corp</td>\n   <td>VNT</td>\n   <td>Other Transportation</td>\n   <td>12.7</td>\n   <td>1.9</td>\n   <td>23.54%</td>\n   <td>2%</td>\n   <td>N/A</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Seagate Technology PLC</td>\n   <td>STX</td>\n   <td>Computer Peripherals</td>\n   <td>12.9</td>\n   <td>1.6</td>\n   <td>16.69%</td>\n   <td>2%</td>\n   <td>1%</td>\n   <td>3.58%</td>\n  </tr>\n  <tr>\n   <td>Intel Corp.</td>\n   <td>INTC</td>\n   <td>Semiconductors</td>\n   <td>13.1</td>\n   <td>3.5</td>\n   <td>46.12%</td>\n   <td>-7%</td>\n   <td>8%</td>\n   <td>2.23%</td>\n  </tr>\n  <tr>\n   <td>Xerox Holdings Corp.</td>\n   <td>XRX</td>\n   <td>Computer Peripherals</td>\n   <td>13.2</td>\n   <td>0.7</td>\n   <td>9.57%</td>\n   <td>1%</td>\n   <td>-23%</td>\n   <td>3.77%</td>\n  </tr>\n  <tr>\n   <td>NortonLifeLock Inc.</td>\n   <td>NLOK</td>\n   <td>Packaged Software</td>\n   <td>13.3</td>\n   <td>4.6</td>\n   <td>45.97%</td>\n   <td>5%</td>\n   <td>-17%</td>\n   <td>2.38%</td>\n  </tr>\n  <tr>\n   <td>Western Digital Corp.</td>\n   <td>WDC</td>\n   <td>Computer Peripherals</td>\n   <td>13.6</td>\n   <td>1.2</td>\n   <td>13.77%</td>\n   <td>5%</td>\n   <td>-1%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Micron Technology Inc.</td>\n   <td>MU</td>\n   <td>Semiconductors</td>\n   <td>14.0</td>\n   <td>3.4</td>\n   <td>42.02%</td>\n   <td>24%</td>\n   <td>1%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Cisco Systems Inc.</td>\n   <td>CSCO</td>\n   <td>Information Technology Services</td>\n   <td>14.5</td>\n   <td>4.0</td>\n   <td>31.85%</td>\n   <td>1%</td>\n   <td>-3%</td>\n   <td>3.06%</td>\n  </tr>\n  <tr>\n   <td>Juniper Networks Inc.</td>\n   <td>JNPR</td>\n   <td>Information Technology Services</td>\n   <td>14.9</td>\n   <td>1.8</td>\n   <td>14.68%</td>\n   <td>4%</td>\n   <td>0%</td>\n   <td>3.24%</td>\n  </tr>\n  <tr>\n   <td>Oracle Corp.</td>\n   <td>ORCL</td>\n   <td>Packaged Software</td>\n   <td>15.4</td>\n   <td>5.2</td>\n   <td>45.99%</td>\n   <td>3%</td>\n   <td>2%</td>\n   <td>1.77%</td>\n  </tr>\n  <tr>\n   <td>NetApp Inc.</td>\n   <td>NTAP</td>\n   <td>Computer Peripherals</td>\n   <td>15.5</td>\n   <td>2.5</td>\n   <td>20.87%</td>\n   <td>5%</td>\n   <td>-1%</td>\n   <td>2.88%</td>\n  </tr>\n  <tr>\n   <td>Qorvo Inc.</td>\n   <td>QRVO</td>\n   <td>Semiconductors</td>\n   <td>16.0</td>\n   <td>4.3</td>\n   <td>33.32%</td>\n   <td>12%</td>\n   <td>19%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Broadcom Inc.</td>\n   <td>AVGO</td>\n   <td>Semiconductors</td>\n   <td>16.0</td>\n   <td>6.6</td>\n   <td>48.55%</td>\n   <td>11%</td>\n   <td>7%</td>\n   <td>3.29%</td>\n  </tr>\n  <tr>\n   <td>Skyworks Solutions Inc.</td>\n   <td>SWKS</td>\n   <td>Semiconductors</td>\n   <td>17.1</td>\n   <td>5.8</td>\n   <td>39.24%</td>\n   <td>32%</td>\n   <td>11%</td>\n   <td>1.19%</td>\n  </tr>\n  <tr>\n   <td>Qualcomm Inc.</td>\n   <td>QCOM</td>\n   <td>Telecommunications Equipment</td>\n   <td>17.3</td>\n   <td>4.6</td>\n   <td>34.20%</td>\n   <td>32%</td>\n   <td>20%</td>\n   <td>2.03%</td>\n  </tr>\n  <tr>\n   <td>Akamai Technologies Inc.</td>\n   <td>AKAM</td>\n   <td>Internet Software/Services</td>\n   <td>17.8</td>\n   <td>4.6</td>\n   <td>36.90%</td>\n   <td>7%</td>\n   <td>11%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Applied Materials Inc.</td>\n   <td>AMAT</td>\n   <td>Industrial Machinery</td>\n   <td>18.3</td>\n   <td>4.7</td>\n   <td>27.95%</td>\n   <td>22%</td>\n   <td>19%</td>\n   <td>0.78%</td>\n  </tr>\n  <tr>\n   <td>F5 Networks Inc.</td>\n   <td>FFIV</td>\n   <td>Computer Communications</td>\n   <td>18.5</td>\n   <td>4.6</td>\n   <td>23.93%</td>\n   <td>8%</td>\n   <td>6%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Cognizant Technology Solutions Corp. Class A</td>\n   <td>CTSH</td>\n   <td>Information Technology Services</td>\n   <td>19.2</td>\n   <td>2.3</td>\n   <td>17.33%</td>\n   <td>7%</td>\n   <td>-1%</td>\n   <td>1.26%</td>\n  </tr>\n  <tr>\n   <td>Microchip Technology Inc.</td>\n   <td>MCHP</td>\n   <td>Semiconductors</td>\n   <td>19.3</td>\n   <td>6.3</td>\n   <td>38.76%</td>\n   <td>10%</td>\n   <td>2%</td>\n   <td>1.10%</td>\n  </tr>\n  <tr>\n   <td>Corning Inc.</td>\n   <td>GLW</td>\n   <td>Electronic Components</td>\n   <td>19.9</td>\n   <td>2.3</td>\n   <td>24.82%</td>\n   <td>14%</td>\n   <td>-2%</td>\n   <td>2.46%</td>\n  </tr>\n  <tr>\n   <td>KLA Corp.</td>\n   <td>KLAC</td>\n   <td>Electronic Production Equipment</td>\n   <td>20.0</td>\n   <td>6.3</td>\n   <td>38.69%</td>\n   <td>10%</td>\n   <td>21%</td>\n   <td>1.27%</td>\n  </tr>\n  <tr>\n   <td>Lam Research Corp.</td>\n   <td>LRCX</td>\n   <td>Electronic Production Equipment</td>\n   <td>20.1</td>\n   <td>5.1</td>\n   <td>31.05%</td>\n   <td>19%</td>\n   <td>23%</td>\n   <td>1.00%</td>\n  </tr>\n  <tr>\n   <td>Motorola Solutions Inc.</td>\n   <td>MSI</td>\n   <td>Aerospace &amp; Defense</td>\n   <td>20.4</td>\n   <td>3.8</td>\n   <td>25.63%</td>\n   <td>8%</td>\n   <td>-6%</td>\n   <td>1.60%</td>\n  </tr>\n  <tr>\n   <td>Citrix Systems Inc.</td>\n   <td>CTXS</td>\n   <td>Packaged Software</td>\n   <td>20.7</td>\n   <td>4.8</td>\n   <td>25.60%</td>\n   <td>4%</td>\n   <td>8%</td>\n   <td>1.12%</td>\n  </tr>\n  <tr>\n   <td>TE Connectivity Ltd.</td>\n   <td>TEL</td>\n   <td>Electronic Components</td>\n   <td>21.9</td>\n   <td>3.1</td>\n   <td>20.96%</td>\n   <td>12%</td>\n   <td>-4%</td>\n   <td>1.48%</td>\n  </tr>\n  <tr>\n   <td>CDW Corp.</td>\n   <td>CDW</td>\n   <td>Information Technology Services</td>\n   <td>22.0</td>\n   <td>1.1</td>\n   <td>8.73%</td>\n   <td>6%</td>\n   <td>2%</td>\n   <td>1.02%</td>\n  </tr>\n  <tr>\n   <td>Electronic Arts Inc.</td>\n   <td>EA</td>\n   <td>Recreational Products</td>\n   <td>22.2</td>\n   <td>5.9</td>\n   <td>25.35%</td>\n   <td>7%</td>\n   <td>14%</td>\n   <td>0.52%</td>\n  </tr>\n  <tr>\n   <td>Teradyne Inc.</td>\n   <td>TER</td>\n   <td>Electronic Production Equipment</td>\n   <td>22.5</td>\n   <td>5.5</td>\n   <td>32.80%</td>\n   <td>6%</td>\n   <td>36%</td>\n   <td>0.37%</td>\n  </tr>\n  <tr>\n   <td>Fiserv Inc.</td>\n   <td>FISV</td>\n   <td>Data Processing Services</td>\n   <td>22.9</td>\n   <td>5.5</td>\n   <td>33.83%</td>\n   <td>9%</td>\n   <td>-4%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Fidelity National Information Services Inc.</td>\n   <td>FIS</td>\n   <td>Data Processing Services</td>\n   <td>22.9</td>\n   <td>6.6</td>\n   <td>41.91%</td>\n   <td>9%</td>\n   <td>21%</td>\n   <td>1.07%</td>\n  </tr>\n  <tr>\n   <td>Fleetcor Technologies Inc.</td>\n   <td>FLT</td>\n   <td>Miscellaneous Commercial Services</td>\n   <td>22.9</td>\n   <td>9.0</td>\n   <td>55.51%</td>\n   <td>11%</td>\n   <td>-10%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Flir Systems Inc.</td>\n   <td>FLIR</td>\n   <td>Aerospace &amp; Defense</td>\n   <td>23.1</td>\n   <td>3.7</td>\n   <td>23.00%</td>\n   <td>0%</td>\n   <td>2%</td>\n   <td>1.25%</td>\n  </tr>\n  <tr>\n   <td>Facebook Inc. Class A</td>\n   <td>FB</td>\n   <td>Internet Software/Services</td>\n   <td>23.2</td>\n   <td>7.0</td>\n   <td>45.99%</td>\n   <td>25%</td>\n   <td>22%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Keysight Technologies Inc.</td>\n   <td>KEYS</td>\n   <td>Electronic Equipment/Instruments</td>\n   <td>23.4</td>\n   <td>5.1</td>\n   <td>25.57%</td>\n   <td>13%</td>\n   <td>1%</td>\n   <td>0.00%</td>\n  </tr>\n  <tr>\n   <td>Analog Devices Inc.</td>\n   <td>ADI</td>\n   <td>Semiconductors</td>\n   <td>23.9</td>\n   <td>8.2</td>\n   <td>43.13%</td>\n   <td>14%</td>\n   <td>-3%</td>\n   <td>1.88%</td>\n  </tr>\n  <tr>\n   <td>Activision Blizzard Inc.</td>\n   <td>ATVI</td>\n   <td>Recreational Products</td>\n   <td>25.0</td>\n   <td>8.3</td>\n   <td>41.32%</td>\n   <td>1%</td>\n   <td>32%</td>\n   <td>0.51%</td>\n  </tr>\n  <tr>\n   <td>Texas Instruments Inc.</td>\n   <td>TXN</td>\n   <td>Semiconductors</td>\n   <td>25.2</td>\n   <td>9.4</td>\n   <td>47.78%</td>\n   <td>15%</td>\n   <td>1%</td>\n   <td>2.41%</td>\n  </tr>\n </tbody>\n</table>\n<p>FactSet</p>\n<p>Scroll the table to see all the data, including sales growth estimates and dividend yields.</p>\n<p>A note about the data: The operating margin and sales growth figures for 2020 are marked “estimated” because many companies have fiscal years that don’t match the calendar. So the figures are based on consensus estimates for&nbsp;<i>calendar</i>&nbsp;2020 among analyst polled by FactSet. For Micron Technology Inc.,the 2020 sales growth figure is for the past four reported fiscal quarters through Dec. 3.</p>\n<p><b>The curious case of Facebook</b></p>\n<p>You might wonder about Facebook, which lives in both the value and growth worlds. Its forward P/E valuation of 23.2 is relatively low. But Facebook is very much a growth stock — sales increased 22% last year, and analysts expect even better revenue growth of 25% in 2021.</p>\n<p>Facebook trades for seven times the consensus forward sales estimate, compared to a forward price-to-sales estimate of 5.9 for the entire S&amp;P 500 tech sector. But that “high” price-to-sales ratio may not be so important because it is such a profitable company. Its 2020 operating margin of 50% is among the highest on the list.</p>\n<p>Cody Willard called Facebook a bargain, not only because of its low P/E valuation but because of&nbsp;the long-term growth path&nbsp;for its Oculus virtual-reality hardware and software.</p>\n<p>There are 16 companies on the list that are expected to produce double-digit increases in sales in 2021, including Skyworks Solutions Inc.&nbsp;and Qualcomm Inc..Both are expected to grow their revenues by 21% this year.</p>\n<p><b>‘Old tech’</b></p>\n<p>Oracle Corp.&nbsp;is an “old tech” company that can be considered a value stock, as it trades for only 15.4 times the consensus earnings estimate for the next 12 months among analysts polled by FactSet. The company reported better-than-expected results for its fiscal third quarter after the close March 10 and&nbsp;increased its quarterly dividend by a third. Then on March 11, the stock fell as much as 9%. That “sell the good news” reaction may not be much of a surprise, as the stock had risen 48% over the previous year through March 10.</p>\n<p>International Business Machines Corp.&nbsp;is one of the cheapest stocks on the list, based on its forward P/E ratio of 11.5. The stock was up 2% from a year earlier through the close March 10. It has an attractive dividend yield of 5.10% that is supported by strong free cash flow.</p>\n<p>Victoria Greene, a portfolio manager at G Squared Private Wealth in College Station, Texas,may have been a bit early&nbsp;when naming IBM as an excellent long-term play in June. But in a recent interview, she said she was still confident that there was a lot of upside for IBM “as a turnaround story and reinventing themselves,” in light of its July 2019 acquisition of Red Hat and the strength of its Watson artificial-intelligence software platform.</p>\n<p><b>Wall Street’s price targets</b></p>\n<p>Leaving the list of 43 tech value stocks in the same order, here’s a summary of opinion among analysts polled by FactSet:</p>\n<table>\n <thead>\n  <tr>\n   <th>COMPANY</th>\n   <th>TICKER</th>\n   <th>SHARE \"BUY\" RATINGS</th>\n   <th>SHARE NEUTRAL RATINGS</th>\n   <th>SHARE \"SELL\" RATINGS</th>\n   <th>CLOSING PRICE - MARCH 10</th>\n   <th>CONSENSUS PRICE TARGET</th>\n   <th>IMPLIED 12-MONTH UPSIDE POTENTIAL</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>HEWLETT PACKARD ENTERPRISE CO.</td>\n   <td>HPE</td>\n   <td>33%</td>\n   <td>57%</td>\n   <td>10%</td>\n   <td>$15.15</td>\n   <td>$15.46</td>\n   <td>2%</td>\n  </tr>\n  <tr>\n   <td>DXC Technology Co.</td>\n   <td>DXC</td>\n   <td>29%</td>\n   <td>71%</td>\n   <td>0%</td>\n   <td>$29.00</td>\n   <td>$30.43</td>\n   <td>5%</td>\n  </tr>\n  <tr>\n   <td>HP Inc.</td>\n   <td>HPQ</td>\n   <td>39%</td>\n   <td>39%</td>\n   <td>22%</td>\n   <td>$30.26</td>\n   <td>$30.63</td>\n   <td>1%</td>\n  </tr>\n  <tr>\n   <td>International Business Machines Corp.</td>\n   <td>IBM</td>\n   <td>31%</td>\n   <td>56%</td>\n   <td>13%</td>\n   <td>$127.87</td>\n   <td>$136.93</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td>Western Union Company</td>\n   <td>WU</td>\n   <td>18%</td>\n   <td>59%</td>\n   <td>23%</td>\n   <td>$24.60</td>\n   <td>$25.14</td>\n   <td>2%</td>\n  </tr>\n  <tr>\n   <td>Vontier Corp</td>\n   <td>VNT</td>\n   <td>73%</td>\n   <td>27%</td>\n   <td>0%</td>\n   <td>$30.94</td>\n   <td>$39.56</td>\n   <td>28%</td>\n  </tr>\n  <tr>\n   <td>Seagate Technology PLC</td>\n   <td>STX</td>\n   <td>38%</td>\n   <td>48%</td>\n   <td>14%</td>\n   <td>$74.93</td>\n   <td>$74.83</td>\n   <td>0%</td>\n  </tr>\n  <tr>\n   <td>Intel Corp.</td>\n   <td>INTC</td>\n   <td>37%</td>\n   <td>39%</td>\n   <td>24%</td>\n   <td>$62.25</td>\n   <td>$63.93</td>\n   <td>3%</td>\n  </tr>\n  <tr>\n   <td>Xerox Holdings Corp.</td>\n   <td>XRX</td>\n   <td>0%</td>\n   <td>38%</td>\n   <td>62%</td>\n   <td>$26.53</td>\n   <td>$18.00</td>\n   <td>-32%</td>\n  </tr>\n  <tr>\n   <td>NortonLifeLock Inc.</td>\n   <td>NLOK</td>\n   <td>50%</td>\n   <td>50%</td>\n   <td>0%</td>\n   <td>$21.01</td>\n   <td>$25.88</td>\n   <td>23%</td>\n  </tr>\n  <tr>\n   <td>Western Digital Corp.</td>\n   <td>WDC</td>\n   <td>66%</td>\n   <td>31%</td>\n   <td>3%</td>\n   <td>$66.58</td>\n   <td>$71.35</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td>Micron Technology Inc.</td>\n   <td>MU</td>\n   <td>82%</td>\n   <td>18%</td>\n   <td>0%</td>\n   <td>$85.41</td>\n   <td>$112.26</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Cisco Systems Inc.</td>\n   <td>CSCO</td>\n   <td>46%</td>\n   <td>54%</td>\n   <td>0%</td>\n   <td>$48.29</td>\n   <td>$51.90</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td>Juniper Networks Inc.</td>\n   <td>JNPR</td>\n   <td>24%</td>\n   <td>57%</td>\n   <td>19%</td>\n   <td>$24.69</td>\n   <td>$25.05</td>\n   <td>1%</td>\n  </tr>\n  <tr>\n   <td>Oracle Corp.</td>\n   <td>ORCL</td>\n   <td>37%</td>\n   <td>56%</td>\n   <td>7%</td>\n   <td>$72.12</td>\n   <td>$72.35</td>\n   <td>0%</td>\n  </tr>\n  <tr>\n   <td>NetApp Inc.</td>\n   <td>NTAP</td>\n   <td>46%</td>\n   <td>46%</td>\n   <td>8%</td>\n   <td>$66.66</td>\n   <td>$74.77</td>\n   <td>12%</td>\n  </tr>\n  <tr>\n   <td>Qorvo Inc.</td>\n   <td>QRVO</td>\n   <td>65%</td>\n   <td>35%</td>\n   <td>0%</td>\n   <td>$165.37</td>\n   <td>$196.52</td>\n   <td>19%</td>\n  </tr>\n  <tr>\n   <td>Broadcom Inc.</td>\n   <td>AVGO</td>\n   <td>81%</td>\n   <td>16%</td>\n   <td>3%</td>\n   <td>$437.59</td>\n   <td>$512.83</td>\n   <td>17%</td>\n  </tr>\n  <tr>\n   <td>Skyworks Solutions Inc.</td>\n   <td>SWKS</td>\n   <td>57%</td>\n   <td>43%</td>\n   <td>0%</td>\n   <td>$167.66</td>\n   <td>$202.44</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>Qualcomm Inc.</td>\n   <td>QCOM</td>\n   <td>70%</td>\n   <td>27%</td>\n   <td>3%</td>\n   <td>$127.87</td>\n   <td>$171.90</td>\n   <td>34%</td>\n  </tr>\n  <tr>\n   <td>Akamai Technologies Inc.</td>\n   <td>AKAM</td>\n   <td>67%</td>\n   <td>28%</td>\n   <td>5%</td>\n   <td>$96.36</td>\n   <td>$123.69</td>\n   <td>28%</td>\n  </tr>\n  <tr>\n   <td>Applied Materials Inc.</td>\n   <td>AMAT</td>\n   <td>84%</td>\n   <td>16%</td>\n   <td>0%</td>\n   <td>$112.68</td>\n   <td>$136.83</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>F5 Networks Inc.</td>\n   <td>FFIV</td>\n   <td>50%</td>\n   <td>50%</td>\n   <td>0%</td>\n   <td>$191.70</td>\n   <td>$220.13</td>\n   <td>15%</td>\n  </tr>\n  <tr>\n   <td>Cognizant Technology Solutions Corp. Class A</td>\n   <td>CTSH</td>\n   <td>48%</td>\n   <td>42%</td>\n   <td>10%</td>\n   <td>$76.02</td>\n   <td>$85.19</td>\n   <td>12%</td>\n  </tr>\n  <tr>\n   <td>Microchip Technology Inc.</td>\n   <td>MCHP</td>\n   <td>79%</td>\n   <td>21%</td>\n   <td>0%</td>\n   <td>$141.32</td>\n   <td>$170.52</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>Corning Inc.</td>\n   <td>GLW</td>\n   <td>57%</td>\n   <td>43%</td>\n   <td>0%</td>\n   <td>$38.97</td>\n   <td>$41.29</td>\n   <td>6%</td>\n  </tr>\n  <tr>\n   <td>KLA Corp.</td>\n   <td>KLAC</td>\n   <td>45%</td>\n   <td>55%</td>\n   <td>0%</td>\n   <td>$283.45</td>\n   <td>$320.12</td>\n   <td>13%</td>\n  </tr>\n  <tr>\n   <td>Lam Research Corp.</td>\n   <td>LRCX</td>\n   <td>76%</td>\n   <td>20%</td>\n   <td>4%</td>\n   <td>$518.70</td>\n   <td>$593.68</td>\n   <td>14%</td>\n  </tr>\n  <tr>\n   <td>Motorola Solutions Inc.</td>\n   <td>MSI</td>\n   <td>75%</td>\n   <td>25%</td>\n   <td>0%</td>\n   <td>$177.76</td>\n   <td>$204.78</td>\n   <td>15%</td>\n  </tr>\n  <tr>\n   <td>Citrix Systems Inc.</td>\n   <td>CTXS</td>\n   <td>53%</td>\n   <td>47%</td>\n   <td>0%</td>\n   <td>$131.78</td>\n   <td>$159.23</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>TE Connectivity Ltd.</td>\n   <td>TEL</td>\n   <td>60%</td>\n   <td>35%</td>\n   <td>5%</td>\n   <td>$130.09</td>\n   <td>$136.50</td>\n   <td>5%</td>\n  </tr>\n  <tr>\n   <td>CDW Corp.</td>\n   <td>CDW</td>\n   <td>73%</td>\n   <td>18%</td>\n   <td>9%</td>\n   <td>$156.44</td>\n   <td>$169.56</td>\n   <td>8%</td>\n  </tr>\n  <tr>\n   <td>Electronic Arts Inc.</td>\n   <td>EA</td>\n   <td>62%</td>\n   <td>38%</td>\n   <td>0%</td>\n   <td>$130.12</td>\n   <td>$158.83</td>\n   <td>22%</td>\n  </tr>\n  <tr>\n   <td>Teradyne Inc.</td>\n   <td>TER</td>\n   <td>61%</td>\n   <td>33%</td>\n   <td>6%</td>\n   <td>$108.91</td>\n   <td>$136.89</td>\n   <td>26%</td>\n  </tr>\n  <tr>\n   <td>Fiserv Inc.</td>\n   <td>FISV</td>\n   <td>86%</td>\n   <td>11%</td>\n   <td>3%</td>\n   <td>$123.86</td>\n   <td>$136.55</td>\n   <td>10%</td>\n  </tr>\n  <tr>\n   <td>Fidelity National Information Services Inc.</td>\n   <td>FIS</td>\n   <td>74%</td>\n   <td>26%</td>\n   <td>0%</td>\n   <td>$145.52</td>\n   <td>$160.44</td>\n   <td>10%</td>\n  </tr>\n  <tr>\n   <td>Fleetcor Technologies Inc.</td>\n   <td>FLT</td>\n   <td>62%</td>\n   <td>38%</td>\n   <td>0%</td>\n   <td>$285.37</td>\n   <td>$299.16</td>\n   <td>5%</td>\n  </tr>\n  <tr>\n   <td>Flir Systems Inc.</td>\n   <td>FLIR</td>\n   <td>0%</td>\n   <td>100%</td>\n   <td>0%</td>\n   <td>$54.59</td>\n   <td>$55.17</td>\n   <td>1%</td>\n  </tr>\n  <tr>\n   <td>Facebook Inc. Class A</td>\n   <td>FB</td>\n   <td>86%</td>\n   <td>10%</td>\n   <td>4%</td>\n   <td>$264.90</td>\n   <td>$340.40</td>\n   <td>29%</td>\n  </tr>\n  <tr>\n   <td>Keysight Technologies Inc.</td>\n   <td>KEYS</td>\n   <td>85%</td>\n   <td>15%</td>\n   <td>0%</td>\n   <td>$135.28</td>\n   <td>$164.77</td>\n   <td>22%</td>\n  </tr>\n  <tr>\n   <td>Analog Devices Inc.</td>\n   <td>ADI</td>\n   <td>83%</td>\n   <td>17%</td>\n   <td>0%</td>\n   <td>$147.11</td>\n   <td>$181.55</td>\n   <td>23%</td>\n  </tr>\n  <tr>\n   <td>Activision Blizzard Inc.</td>\n   <td>ATVI</td>\n   <td>82%</td>\n   <td>15%</td>\n   <td>3%</td>\n   <td>$91.31</td>\n   <td>$113.32</td>\n   <td>24%</td>\n  </tr>\n  <tr>\n   <td>Texas Instruments Inc.</td>\n   <td>TXN</td>\n   <td>43%</td>\n   <td>40%</td>\n   <td>17%</td>\n   <td>$169.42</td>\n   <td>$184.80</td>\n   <td>9%</td>\n  </tr>\n </tbody>\n</table>\n<p>FactSet</p>\n<p>Scroll the table to the right to see the price targets.</p>\n<p>The analysts see double-digit upside potential for 25 of the 43 stocks over the next 12 months, with Qualcomm in the lead. Among the analysts polled by FactSet, 70% rate Qualcomm a “buy” or the equivalent. And the consensus price target implies 34% upside for the stock.</p>\n<p>The listed stock with the highest percentage of “buy” or equivalent ratings is Facebook, at 86%. The analysts expect the stock to rise 29% over the next year.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t be fooled by the ‘value’ tag on these tech stocks. Many can provide plenty of growth too</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDon’t be fooled by the ‘value’ tag on these tech stocks. Many can provide plenty of growth too\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 18:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dont-be-fooled-by-the-value-tag-on-these-tech-stocks-many-can-provide-plenty-of-growth-too-11615484802?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook, Oracle and Micron Technology are reasonably valued when considering the outlook for their sales growth.\nWith another round of federal stimulus on the way and expectations for solid growth ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dont-be-fooled-by-the-value-tag-on-these-tech-stocks-many-can-provide-plenty-of-growth-too-11615484802?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TWTR":"Twitter","ORCL":"甲骨文",".DJI":"道琼斯","INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/dont-be-fooled-by-the-value-tag-on-these-tech-stocks-many-can-provide-plenty-of-growth-too-11615484802?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1155506399","content_text":"Facebook, Oracle and Micron Technology are reasonably valued when considering the outlook for their sales growth.\nWith another round of federal stimulus on the way and expectations for solid growth for the U.S. economy this year, value stocks have been rallying. Stocks with low valuations tend to do well during economic growth phases.\nMark DeCambre underlined the value rallyby pointing out that the Dow Jones Industrial Average ended at a record high Dec. 10, while the Nasdaq Composite Index was still in a correction.\nBut what about tech stocks? There’s plenty of value there too, as you can see in the screen below.\nEconomists polled by MarketWatch expect the U.S. economy to expand by 6% in 2021. Yes, that’s coming off a 3.5% contraction in 2020, according to the latest estimate from the Bureau of Economic Analysis. But the 2021 growth rate would be the fastest since 1984, according to World Bank data.\nTech value stock screen\nThere are several definitions of value stocks, but generally they are those that trade at lower valuations to earnings and typically grow their sales at a slower pace. That said, an individual value stock might also be considered a growth stock. This is illustrated by the Russell indexes.\nThe Russell 1000 Index is made up of the 1,000 largest publicly traded U.S. companies by market capitalization and is reconstituted each year in June. Selected from the Russell 1000 are the Russell 1000 Value Index,which has 849 stocks, and the Russell 1000 Growth Index,which has 453 stocks. The groups overlap, with 291 stocks in both. You can read how FTSE Russell describes the makeup of its indexeshere.\nSo an easy way to play value at this time is to buy shares of an exchange traded fund that tracks the Russell 1000 Value Index,such as the iShares Russell 1000 Value ETF or the Vanguard Russell 1000 Value ETF.As always, do your own research on any investment you consider to make an informed decisions.\nFor a large-cap technology value screen, we started with the information technology sector of the S&P 500 Index.Here’s how this sector’s weighted aggregate forward price-to-earnings ratio has increased over the past five years:\n(FACTSET)\nThe sector’s forward P/E his risen to 25.4.\nThis doesn’t mean “expensive” tech stocks can’t be excellent investments. Salesforce.com was trading at a forward P/E of 68.7 five years ago, and the stock has nearly tripled since then.\nGetting back to the S&P 500 tech value screen, we then added tech-oriented stocks in the communications services sector, including videogame developers and Facebook Inc.,Alphabet Inc.,Netflix Inc. and Twitter Inc..That brought the list up to 82 stocks. Two of the videogame developers made the cut, but among the four companies named above, only Facebook had a low enough P/E to pass the screen.\nHere are the 43 S&P 500 tech companies that trade below the tech sector’s forward P/E of 25.4:\n\n\n\nCOMPANY\nTICKER\nINDUSTRY\nFORWARD P/E\nFORWARD PRICE/SALES\nESTIMATED OPERATING MARGIN - 2020\nEXPECTED SALES GROWTH - 2021\nESTIMATED SALES GROWTH - 2020\nDIVIDEND YIELD\n\n\n\n\nHEWLETT PACKARD ENTERPRISE CO.\nHPE\nCOMPUTER PROCESSING HARDWARE\n8.5\n0.7\n15.93%\n2%\n-6%\n3.17%\n\n\nDXC Technology Co.\nDXC\nData Processing Services\n9.1\n0.4\n11.83%\n-6%\n-8%\n0.00%\n\n\nHP Inc.\nHPQ\nComputer Processing Hardware\n9.6\n0.6\n8.58%\n5%\n-2%\n2.56%\n\n\nInternational Business Machines Corp.\nIBM\nInformation Technology Services\n11.5\n1.5\n22.24%\n1%\n-5%\n5.10%\n\n\nWestern Union Company\nWU\nFinance/Rental/Leasing\n12.0\n2.0\n25.48%\n6%\n-8%\n3.82%\n\n\nVontier Corp\nVNT\nOther Transportation\n12.7\n1.9\n23.54%\n2%\nN/A\n0.00%\n\n\nSeagate Technology PLC\nSTX\nComputer Peripherals\n12.9\n1.6\n16.69%\n2%\n1%\n3.58%\n\n\nIntel Corp.\nINTC\nSemiconductors\n13.1\n3.5\n46.12%\n-7%\n8%\n2.23%\n\n\nXerox Holdings Corp.\nXRX\nComputer Peripherals\n13.2\n0.7\n9.57%\n1%\n-23%\n3.77%\n\n\nNortonLifeLock Inc.\nNLOK\nPackaged Software\n13.3\n4.6\n45.97%\n5%\n-17%\n2.38%\n\n\nWestern Digital Corp.\nWDC\nComputer Peripherals\n13.6\n1.2\n13.77%\n5%\n-1%\n0.00%\n\n\nMicron Technology Inc.\nMU\nSemiconductors\n14.0\n3.4\n42.02%\n24%\n1%\n0.00%\n\n\nCisco Systems Inc.\nCSCO\nInformation Technology Services\n14.5\n4.0\n31.85%\n1%\n-3%\n3.06%\n\n\nJuniper Networks Inc.\nJNPR\nInformation Technology Services\n14.9\n1.8\n14.68%\n4%\n0%\n3.24%\n\n\nOracle Corp.\nORCL\nPackaged Software\n15.4\n5.2\n45.99%\n3%\n2%\n1.77%\n\n\nNetApp Inc.\nNTAP\nComputer Peripherals\n15.5\n2.5\n20.87%\n5%\n-1%\n2.88%\n\n\nQorvo Inc.\nQRVO\nSemiconductors\n16.0\n4.3\n33.32%\n12%\n19%\n0.00%\n\n\nBroadcom Inc.\nAVGO\nSemiconductors\n16.0\n6.6\n48.55%\n11%\n7%\n3.29%\n\n\nSkyworks Solutions Inc.\nSWKS\nSemiconductors\n17.1\n5.8\n39.24%\n32%\n11%\n1.19%\n\n\nQualcomm Inc.\nQCOM\nTelecommunications Equipment\n17.3\n4.6\n34.20%\n32%\n20%\n2.03%\n\n\nAkamai Technologies Inc.\nAKAM\nInternet Software/Services\n17.8\n4.6\n36.90%\n7%\n11%\n0.00%\n\n\nApplied Materials Inc.\nAMAT\nIndustrial Machinery\n18.3\n4.7\n27.95%\n22%\n19%\n0.78%\n\n\nF5 Networks Inc.\nFFIV\nComputer Communications\n18.5\n4.6\n23.93%\n8%\n6%\n0.00%\n\n\nCognizant Technology Solutions Corp. Class A\nCTSH\nInformation Technology Services\n19.2\n2.3\n17.33%\n7%\n-1%\n1.26%\n\n\nMicrochip Technology Inc.\nMCHP\nSemiconductors\n19.3\n6.3\n38.76%\n10%\n2%\n1.10%\n\n\nCorning Inc.\nGLW\nElectronic Components\n19.9\n2.3\n24.82%\n14%\n-2%\n2.46%\n\n\nKLA Corp.\nKLAC\nElectronic Production Equipment\n20.0\n6.3\n38.69%\n10%\n21%\n1.27%\n\n\nLam Research Corp.\nLRCX\nElectronic Production Equipment\n20.1\n5.1\n31.05%\n19%\n23%\n1.00%\n\n\nMotorola Solutions Inc.\nMSI\nAerospace & Defense\n20.4\n3.8\n25.63%\n8%\n-6%\n1.60%\n\n\nCitrix Systems Inc.\nCTXS\nPackaged Software\n20.7\n4.8\n25.60%\n4%\n8%\n1.12%\n\n\nTE Connectivity Ltd.\nTEL\nElectronic Components\n21.9\n3.1\n20.96%\n12%\n-4%\n1.48%\n\n\nCDW Corp.\nCDW\nInformation Technology Services\n22.0\n1.1\n8.73%\n6%\n2%\n1.02%\n\n\nElectronic Arts Inc.\nEA\nRecreational Products\n22.2\n5.9\n25.35%\n7%\n14%\n0.52%\n\n\nTeradyne Inc.\nTER\nElectronic Production Equipment\n22.5\n5.5\n32.80%\n6%\n36%\n0.37%\n\n\nFiserv Inc.\nFISV\nData Processing Services\n22.9\n5.5\n33.83%\n9%\n-4%\n0.00%\n\n\nFidelity National Information Services Inc.\nFIS\nData Processing Services\n22.9\n6.6\n41.91%\n9%\n21%\n1.07%\n\n\nFleetcor Technologies Inc.\nFLT\nMiscellaneous Commercial Services\n22.9\n9.0\n55.51%\n11%\n-10%\n0.00%\n\n\nFlir Systems Inc.\nFLIR\nAerospace & Defense\n23.1\n3.7\n23.00%\n0%\n2%\n1.25%\n\n\nFacebook Inc. Class A\nFB\nInternet Software/Services\n23.2\n7.0\n45.99%\n25%\n22%\n0.00%\n\n\nKeysight Technologies Inc.\nKEYS\nElectronic Equipment/Instruments\n23.4\n5.1\n25.57%\n13%\n1%\n0.00%\n\n\nAnalog Devices Inc.\nADI\nSemiconductors\n23.9\n8.2\n43.13%\n14%\n-3%\n1.88%\n\n\nActivision Blizzard Inc.\nATVI\nRecreational Products\n25.0\n8.3\n41.32%\n1%\n32%\n0.51%\n\n\nTexas Instruments Inc.\nTXN\nSemiconductors\n25.2\n9.4\n47.78%\n15%\n1%\n2.41%\n\n\n\nFactSet\nScroll the table to see all the data, including sales growth estimates and dividend yields.\nA note about the data: The operating margin and sales growth figures for 2020 are marked “estimated” because many companies have fiscal years that don’t match the calendar. So the figures are based on consensus estimates for calendar 2020 among analyst polled by FactSet. For Micron Technology Inc.,the 2020 sales growth figure is for the past four reported fiscal quarters through Dec. 3.\nThe curious case of Facebook\nYou might wonder about Facebook, which lives in both the value and growth worlds. Its forward P/E valuation of 23.2 is relatively low. But Facebook is very much a growth stock — sales increased 22% last year, and analysts expect even better revenue growth of 25% in 2021.\nFacebook trades for seven times the consensus forward sales estimate, compared to a forward price-to-sales estimate of 5.9 for the entire S&P 500 tech sector. But that “high” price-to-sales ratio may not be so important because it is such a profitable company. Its 2020 operating margin of 50% is among the highest on the list.\nCody Willard called Facebook a bargain, not only because of its low P/E valuation but because of the long-term growth path for its Oculus virtual-reality hardware and software.\nThere are 16 companies on the list that are expected to produce double-digit increases in sales in 2021, including Skyworks Solutions Inc. and Qualcomm Inc..Both are expected to grow their revenues by 21% this year.\n‘Old tech’\nOracle Corp. is an “old tech” company that can be considered a value stock, as it trades for only 15.4 times the consensus earnings estimate for the next 12 months among analysts polled by FactSet. The company reported better-than-expected results for its fiscal third quarter after the close March 10 and increased its quarterly dividend by a third. Then on March 11, the stock fell as much as 9%. That “sell the good news” reaction may not be much of a surprise, as the stock had risen 48% over the previous year through March 10.\nInternational Business Machines Corp. is one of the cheapest stocks on the list, based on its forward P/E ratio of 11.5. The stock was up 2% from a year earlier through the close March 10. It has an attractive dividend yield of 5.10% that is supported by strong free cash flow.\nVictoria Greene, a portfolio manager at G Squared Private Wealth in College Station, Texas,may have been a bit early when naming IBM as an excellent long-term play in June. But in a recent interview, she said she was still confident that there was a lot of upside for IBM “as a turnaround story and reinventing themselves,” in light of its July 2019 acquisition of Red Hat and the strength of its Watson artificial-intelligence software platform.\nWall Street’s price targets\nLeaving the list of 43 tech value stocks in the same order, here’s a summary of opinion among analysts polled by FactSet:\n\n\n\nCOMPANY\nTICKER\nSHARE \"BUY\" RATINGS\nSHARE NEUTRAL RATINGS\nSHARE \"SELL\" RATINGS\nCLOSING PRICE - MARCH 10\nCONSENSUS PRICE TARGET\nIMPLIED 12-MONTH UPSIDE POTENTIAL\n\n\n\n\nHEWLETT PACKARD ENTERPRISE CO.\nHPE\n33%\n57%\n10%\n$15.15\n$15.46\n2%\n\n\nDXC Technology Co.\nDXC\n29%\n71%\n0%\n$29.00\n$30.43\n5%\n\n\nHP Inc.\nHPQ\n39%\n39%\n22%\n$30.26\n$30.63\n1%\n\n\nInternational Business Machines Corp.\nIBM\n31%\n56%\n13%\n$127.87\n$136.93\n7%\n\n\nWestern Union Company\nWU\n18%\n59%\n23%\n$24.60\n$25.14\n2%\n\n\nVontier Corp\nVNT\n73%\n27%\n0%\n$30.94\n$39.56\n28%\n\n\nSeagate Technology PLC\nSTX\n38%\n48%\n14%\n$74.93\n$74.83\n0%\n\n\nIntel Corp.\nINTC\n37%\n39%\n24%\n$62.25\n$63.93\n3%\n\n\nXerox Holdings Corp.\nXRX\n0%\n38%\n62%\n$26.53\n$18.00\n-32%\n\n\nNortonLifeLock Inc.\nNLOK\n50%\n50%\n0%\n$21.01\n$25.88\n23%\n\n\nWestern Digital Corp.\nWDC\n66%\n31%\n3%\n$66.58\n$71.35\n7%\n\n\nMicron Technology Inc.\nMU\n82%\n18%\n0%\n$85.41\n$112.26\n31%\n\n\nCisco Systems Inc.\nCSCO\n46%\n54%\n0%\n$48.29\n$51.90\n7%\n\n\nJuniper Networks Inc.\nJNPR\n24%\n57%\n19%\n$24.69\n$25.05\n1%\n\n\nOracle Corp.\nORCL\n37%\n56%\n7%\n$72.12\n$72.35\n0%\n\n\nNetApp Inc.\nNTAP\n46%\n46%\n8%\n$66.66\n$74.77\n12%\n\n\nQorvo Inc.\nQRVO\n65%\n35%\n0%\n$165.37\n$196.52\n19%\n\n\nBroadcom Inc.\nAVGO\n81%\n16%\n3%\n$437.59\n$512.83\n17%\n\n\nSkyworks Solutions Inc.\nSWKS\n57%\n43%\n0%\n$167.66\n$202.44\n21%\n\n\nQualcomm Inc.\nQCOM\n70%\n27%\n3%\n$127.87\n$171.90\n34%\n\n\nAkamai Technologies Inc.\nAKAM\n67%\n28%\n5%\n$96.36\n$123.69\n28%\n\n\nApplied Materials Inc.\nAMAT\n84%\n16%\n0%\n$112.68\n$136.83\n21%\n\n\nF5 Networks Inc.\nFFIV\n50%\n50%\n0%\n$191.70\n$220.13\n15%\n\n\nCognizant Technology Solutions Corp. Class A\nCTSH\n48%\n42%\n10%\n$76.02\n$85.19\n12%\n\n\nMicrochip Technology Inc.\nMCHP\n79%\n21%\n0%\n$141.32\n$170.52\n21%\n\n\nCorning Inc.\nGLW\n57%\n43%\n0%\n$38.97\n$41.29\n6%\n\n\nKLA Corp.\nKLAC\n45%\n55%\n0%\n$283.45\n$320.12\n13%\n\n\nLam Research Corp.\nLRCX\n76%\n20%\n4%\n$518.70\n$593.68\n14%\n\n\nMotorola Solutions Inc.\nMSI\n75%\n25%\n0%\n$177.76\n$204.78\n15%\n\n\nCitrix Systems Inc.\nCTXS\n53%\n47%\n0%\n$131.78\n$159.23\n21%\n\n\nTE Connectivity Ltd.\nTEL\n60%\n35%\n5%\n$130.09\n$136.50\n5%\n\n\nCDW Corp.\nCDW\n73%\n18%\n9%\n$156.44\n$169.56\n8%\n\n\nElectronic Arts Inc.\nEA\n62%\n38%\n0%\n$130.12\n$158.83\n22%\n\n\nTeradyne Inc.\nTER\n61%\n33%\n6%\n$108.91\n$136.89\n26%\n\n\nFiserv Inc.\nFISV\n86%\n11%\n3%\n$123.86\n$136.55\n10%\n\n\nFidelity National Information Services Inc.\nFIS\n74%\n26%\n0%\n$145.52\n$160.44\n10%\n\n\nFleetcor Technologies Inc.\nFLT\n62%\n38%\n0%\n$285.37\n$299.16\n5%\n\n\nFlir Systems Inc.\nFLIR\n0%\n100%\n0%\n$54.59\n$55.17\n1%\n\n\nFacebook Inc. Class A\nFB\n86%\n10%\n4%\n$264.90\n$340.40\n29%\n\n\nKeysight Technologies Inc.\nKEYS\n85%\n15%\n0%\n$135.28\n$164.77\n22%\n\n\nAnalog Devices Inc.\nADI\n83%\n17%\n0%\n$147.11\n$181.55\n23%\n\n\nActivision Blizzard Inc.\nATVI\n82%\n15%\n3%\n$91.31\n$113.32\n24%\n\n\nTexas Instruments Inc.\nTXN\n43%\n40%\n17%\n$169.42\n$184.80\n9%\n\n\n\nFactSet\nScroll the table to the right to see the price targets.\nThe analysts see double-digit upside potential for 25 of the 43 stocks over the next 12 months, with Qualcomm in the lead. Among the analysts polled by FactSet, 70% rate Qualcomm a “buy” or the equivalent. And the consensus price target implies 34% upside for the stock.\nThe listed stock with the highest percentage of “buy” or equivalent ratings is Facebook, at 86%. 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