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Quarter-End Insights

Tech & Telecom: Opportunities in Smartphones and IT Services

The tech sector looks overvalued overall, but investors can find some value in smartphone-related vendors and IT services leaders.

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  • Overall, we view the tech sector as overvalued at a market-cap-weighted price/fair value of 1.02, while telecom is fairly valued at 1.00.
  • We continue to see opportunities in smartphone-related vendors.
  • Commissioning a digital and cloud strategy? Best to consult with moaty IT services leaders.

 

Brian Colello does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.