Quarter-End Insights

Technology: Data Security and Privacy Remain on the Forefront

Brian Colello, CPA
  • Overall, we view the tech sector as modestly overvalued at a market cap weighted price/fair value of 1.02.
  • Enterprise cloud computing remains the most important story in tech.
  • Data security and privacy remain at the forefront of technology.
  • We still see a hot M&A sector, particularly in semis and software.

Brian Colello, CPA does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.