Skip to Content
Quarter-End Insights

Technology: Most Bellwethers Are Overvalued

M&A, cloud competing are the hot topics in tech.

Mentioned: , , , , , , , , ,
  • We view the tech sector as overvalued at a market cap-weighted price/fair value of 1.08.
  • We see a tectonic shift toward enterprise cloud computing.
  • M&A abounds.


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