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28 June
Validea's Top Information Technology Stocks Based On Martin Zweig - 6/28/2024

The following are the top rated Information Technology stocks according to Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.

ZOOM VIDEO COMMUNICATIONS INC (ZM) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Zoom Video Communications, Inc. provides an all-in-one intelligent collaboration platform. It provides a unified communications and collaboration platform that delivers fundamentally changes how people interact, connecting them through frictionless and secure meetings, phone, chat, content sharing and more. Its products are grouped under various categories: Core Communications, AI, Employee Experience, Customer Experience and Developer Ecosystem. Core Communications products include Zoom Meetings, Zoom Phone, Zoom Team Chat and others. AI products, such as Zoom AI Companion. Employee Experience products include Zoom Rooms, Workspace Reservation, Zoom Docs and other. Customer Experience products, such as Zoom Contact Center, Zoom Virtual Agent, Zoom Events and others. Developer Ecosystem products include Zoom Developer Platform, Zoom App Marketplace and Zoom Apps. It serves various industries, including education, entertainment/media, enterprise infrastructure, finance, and others.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of ZOOM VIDEO COMMUNICATIONS INC

ZM Guru Analysis

ZM Fundamental Analysis

F5 INC (FFIV) is a mid-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: F5, Inc. is a multi-cloud application services and security company. The Company partners with various organizations to secure and optimize every app and application programming interface (API) anywhere - on premises, in the cloud, or at the edge. The Company's enterprise-grade application services are available as cloud-based, software-as-a-service, and software-only solutions optimized for multi-cloud environments, with modules that can run independently, or as part of an integrated solution on its high-performance appliances. The Company, through its BIG-IP, F5 NGINX and F5 Distributed Cloud Services product, offers a range of integrated, artificial intelligence- and machine learning-driven solutions that support performance and protect both legacy and modern applications and APIs across data center, cloud, and edge locations. Its products and solutions include F5 Distributed Cloud Web App and API Protection, F5 NGINX Ingress Controller, F5 BIG-IP Security, and F5 BIG-IP Systems.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of F5 INC

FFIV Guru Analysis

FFIV Fundamental Analysis

EPAM SYSTEMS INC (EPAM) is a large-cap growth stock in the Computer Services industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: EPAM Systems, Inc. provides digital engineering, cloud, and artificial intelligence-enabled transformation services. The Company's software product and platform development services, including product research, customer experience design and prototyping, program management, component design and integration, full lifecycle software testing, product deployment and end-user customization, performance tuning, product support and maintenance, managed services, as well as cross-platform migration and modernizing legacy platforms. Its segments include North America, Europe, and Russia. It offers complex software product development services to address the constant need for innovation and agility among software and technology companies. It partners with global pharmaceutical, medical and scientific technology, biotechnology companies and retail pharmacies to deliver sophisticated scientific informatics and enterprise technology solutions. It also offers health data analytics.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of EPAM SYSTEMS INC

EPAM Guru Analysis

EPAM Fundamental Analysis

KYOCERA CORP (ADR) (KYOCY) is a large-cap growth stock in the Computer Hardware industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: KYOCERA CORPORATION is mainly engaged in the development, manufacture and sale of automotive parts, semiconductor-related parts and electronic parts. The Company operates in six business segments. Industrial and Automotive Parts segment develops, manufactures and sells fine ceramic parts, automotive parts, liquid crystal displays and machine tools. Semiconductor-Related Parts segment develops, manufactures and sells ceramic packages and organic multilayer packages and boards. Electronic Device segment develops, manufactures and sells capacitors, crystal parts, connectors, and others. Communications segment develops, manufactures and sells mobile phones and communication modules, and provides information and communication services. Document Solutions segment is conducted printers, compound machines, document solutions and supply products. Life & Environment segment develops, manufactures and sells solar power system, medical equipment, jewelry and ceramic knives.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of KYOCERA CORP (ADR)

KYOCY Guru Analysis

KYOCY Fundamental Analysis

AMPHENOL CORPORATION (APH) is a large-cap growth stock in the Electronic Instr. & Controls industry. The rating according to our strategy based on Martin Zweig is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Amphenol Corporation is a designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products, and coaxial and high-speed specialty cables. The Company's segments include Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems. The Harsh Environment Solutions designs, manufactures and markets a range of ruggedized interconnect products, including connectors and interconnect systems, printed circuits and printed circuit assemblies and other products. Communications Solutions designs, manufactures and markets a range of connector and interconnect systems, including high speed, radio frequency, power, fiber optic and other products, together with antennas. The Interconnect and Sensor Systems designs, manufactures, and markets a range of sensors, sensor-based systems, connectors, and value-added interconnect systems. It also offers wireless technology solutions.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

Detailed Analysis of AMPHENOL CORPORATION

APH Guru Analysis

APH Fundamental Analysis

Martin Zweig Portfolio

About Martin Zweig: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.

About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.