3 most tech stocks to buy in 2022 and beyond

After leading the market for more than a decade, technology stocks have come to the forefront in the face of rising inflation and interest rates in 2022. Tech-heavy Nasdaq composition To date, about 26% Select Technology Sector SPDR ETF (NYSEMKT: XLK) At the same time, it decreased by 24%.

But investing is a long-term game, and for long-term investors, this sale will provide an opportunity to buy the world’s most innovative companies at a significant discount a few months ago. Most of these companies are important to the world economy, have vast tracts of land and produce irreplaceable products, so it seems that these stocks have helped investors grow their portfolios in the long run.

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1. Cow Research

Many stocks are sold in the current market because they have little interest in high interest rates or no profit. A semiconductor manufacturer is not like that. Cow Research (LRCX 0.06%). Cow shares have declined due to limited supply chain semiconductor industry. The Wafer Equipment Market is expected to grow strongly in the next few years, with forecasts doubling from $ 90 billion last year to 2027 to $ 175 billion.

Semiconductors are everywhere, and simply put, the world needs more in the future. In addition to computers and smartphones, additional semiconductors are required for autonomous vehicles, artificial intelligence, and Internet-connected devices.

Cow has a large installed device base that connects customers who can’t move away from the cow after investing in this device. Since the cow uses this tool, this creates a razor and razor business model.

Although it is one of the world’s leading semiconductor equipment companies, cow trades only 12 times and earn 10 times as much. For comparison, McDonald’s (NYSE: MCD) And Domino’s Pizza (NYSE: DPZ) Price-to-income multipliers 26 and 30, respectively. These are the best companies, but I think it would be better for a modern semiconductor equipment company to pay more than twice the revenue for a pizza or fast food company.

Finally, Lam pays the dividend yield of 1.5%. Cow is also returning shares to shareholders. In May, the Cow Board of Directors approved a $ 5 billion share return. With a market cap of less than $ 55 billion in semiconductor shares, this is a major acquisition program. Cow research seems to be a strong addition to its long-term portfolio because it is a market leader in a critical industry for persuasive evaluation.

2. Recognizable surgery

Talking about companies with high-tech products and razor and blade business models, how to pioneer robotic surgery equipment Recognizable surgery (ISRG) 0.05%)? The creator of Da Vinci’s operating system, the foundation of the machines, is growing and the process is growing.

The growing loaded base is the razor here, and the high-margin utilities and tools that replace the “razor” for each operation lead to recurring revenue growth. Processes grew by 14% combined annual growth rate (CAGR) between 2019 and 2021, and the company predicts growth by 11 to 15 percent this year. Initiative increased CAGR revenue by 13% over the same period, and 75% of that revenue is now recurring.

With the machines costing up to $ 2.5 million and requiring extensive training to be used, hospitals will not be able to turn into a competitive product just to save a few dollars after installing an integrated service.

Despite this strong business model, broad mobility and market leadership, exciting shares have decreased by 42% to date, largely due to similar problems with technology stocks. Although Intivive is not as cheap as other names on this list, it has never been cheaper under review. That being said, the current price seems to be a great opportunity to add to this portfolio a wide range of dead and attractive business models near the 52-week discounts.

3. Zebra Technologies

Let’s see Zebra Technologies (Collect -1.84%). If you are unfamiliar with Zebra, you may be familiar with some of the products that the company first introduced to the world, such as Laser Barcode Scanner, Laser Scan 2D Barcode, and RFID Handheld. While this may not seem like a daunting task, it is still important as the world becomes more connected.

Today, Zebra improves these offerings and serves as a more important and important part of its customers’ functionality by supporting these hardware products with the development of software. Like Cow and Interactive Sergeal, this provides a business model for a zebra sticker, and customers cannot move away from it.

It serves a number of end markets, including Zebra retail and e-commerce, healthcare, hospitality, transportation and logistics, among others. Zebra is the industry leader in home services – Gartner Magic Quadrant has made Zebra the leader for the third year in a row.

Zebra is buying more than $ 305 million worth of shares in the first quarter of 2022. Like Cow Research, Zebra is trading at a modest price. The stock traded only 15 times higher and is currently hovering 52% from its 52-week low to the 52-week high, making it a good entry point for this leader in the current growth market.