This week, Zacks Chief Equity Strategist and Economist John Blank, PhD discusses:

• The top stocks in the Computers and Technology sector. John surveyed this sector last year, but things move extremely rapidly in this sector, so he has put together a new two-part review for 2024. This week, John looks at stocks in four industries in the sector: Electronics, Electronics-Semiconductors, Computer Software-Services, and Computers-Office Equipment.

• As John has done in previous analyses, he defines “top” stocks in three ways: by market capitalization, by number of analysts following the stock, and by largest percent change in F1 EPS estimate (the most important element used in assigning a Zacks Rank to stocks).

• With this framework, John then examines key metrics for leading the Computers and Tech stocks, and he reveals some fascinating stories by examining data trends, including Revenue F12M, Reinvestment Rates, Net Margin TTM %, Cash Flow Yield %, Enterprise Value/Sales and many others. He looks at big, well-known names like Microsoft (MSFT), Adobe (ADBE), and Nvidia (NVDA) as well as less familiar but intriguing companies such as Pure Storage (PSTG), Generac (GNRC), IonQ (IONQ), and Ballard Power Systems (BLDP), and many, many more.