Bank of America names the ‘cheaper’, ‘higher quality’ tech stocks to buy right now

CNBC2021-06-14

A number of tech companies are trading cheaper than their big name counterparts and are of a “higher quality,” according to Bank of America, which picked multiple stocks in the sector. Despite the ...

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The analysts, led by Jill Carey Hall, noted it is likely to benefit from a shift to 5G– chips are vital components of smartphones – and longer-term demand from its customer Apple. The bank also likes Qorvo, “a leading radio frequency component supplier across smartphones and infrastructure/industrial applications,” along with Nova Measuring Instruments.\n“Nova Instruments … is exposed to our favorite market in semis, semicap equipment, which we expect can grow at a 16% CAGR through 2023,” the bank’s analysts stated, referring to its estimated compound annual growth rate for semiconductor capital equipment.\nSoftware and hardware\nHybrid working is likely to have a “lasting impact” on cloud computing, which is set to benefit from the shift to e-commerce, a move toward software applications in areas like finance and procurement, and more use of video-calling tech.\nTax software firm Avalarais a top pick for BofA, which described it as a long-term “winner,” with the potential to make “solid” margins due to a high customer retention rate. The bank also singled out Concentrix, a firm that runs call centers and develops customer service technology, for its presence in developed and emerging markets, and its strong relationships with clients.\nIt also likes data analytics firmT eradata and cloud firm Nutanix.\nInternet and media\n“Internet companies were some of the obvious beneficiaries of stay-at-[home-]orders, causing substantial revenue accelerations in 2020,” BofA stated, and some companies are likely to have “permanent” gains.\nDating company Match Group is set to be one of those, and its apps including Tinder, OKCupid and Hinge are likely to see further upside as vaccine distribution continues, the bank said. BofA likes Match Group’s “efficient go-to-market strategy, product expertise, ability to effectively acquire new users and combination of both subscription and freemium sites.”\nThe analysts also like used car websites Vroom and Carvana, which they said will likely get a boost from Americans spending their stimulus checks on autos. Vroom could reach triple-digit growth this year, the bank estimated, while Carvana is likely to do well as it increases its capacity by opening a new reconditioning center.\nBofA’s analysts explained that the market is in “mid-cycle,” a time when the economy is growing and companies have healthy profits. “We are firmly in Mid-Cycle – a phase that typically lasts 9-10 months (we’re in month 5). Historically, this has been the best phase for small cap Tech – which has outperformed both the index and large cap peers 63% of the time in this phase,” the analysts 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