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How recommendation distribution changed over time
Covered by 5 analysts
Mixed views among analysts
Last evaluation 11 days ago
Both buy and sell recommendations exist
Stable interest level
Chronological view of analyst recommendations for this asset
Can Alagöz examines valuation levels and earnings growth expectations in the US technology sector in light of technical and fundamental data.
BloombergHTThe speaker scrutinizes the rotation from the technology sector to physical investment-oriented sectors in US markets and valuations.
BloombergHTThe speaker analyzes the overpricing in the artificial intelligence sector, Fed interest rate policy expectations, and potential sharp correction risks in US technology stocks.
ATİLLA YEŞİLADAThe speaker comments on the importance of foreign securities and the technology sector in global portfolio diversification.
CNBC-eThe speaker analyzes the profitability ratios in US technology companies, the growth potential in the AI sector, and projections for the year 2026.
CNBC-eEvaluates the sharp sell-offs observed in technology stocks in international markets and the pressure on valuations of artificial intelligence companies.
BloombergHTThe speaker analyzes that sales have intensified in software and large technology stocks in the US in recent weeks. Drawing attention to the "bubble" risk in valuations, it examines that company values trading at 50-100 multiples have reached alarming proportions and carry correction potential.
BloombergHTThe speaker evaluates current valuations in the technology sector and short-term volatility expectations, analyzing the strategy he is following for entry.
Yahoo FinanceThe discussion covers the breakdown of the narrative around technology stocks in US markets and a potential rotation towards smaller-cap companies with Fed rate cuts. The expectation of a lower open in futures is examined.
BloombergHTThe speaker comments on the profit realizations and momentum loss seen in US technology and AI stocks since November.
BloombergHTCan Alagöz examines valuation levels and earnings growth expectations in the US technology sector in light of technical and fundamental data.
* Does not constitute investment advice
The speaker scrutinizes the rotation from the technology sector to physical investment-oriented sectors in US markets and valuations.
* Does not constitute investment advice
The speaker analyzes the overpricing in the artificial intelligence sector, Fed interest rate policy expectations, and potential sharp correction risks in US technology stocks.
* Does not constitute investment advice
The speaker comments on the importance of foreign securities and the technology sector in global portfolio diversification.
* Does not constitute investment advice
The speaker analyzes the profitability ratios in US technology companies, the growth potential in the AI sector, and projections for the year 2026.
* Does not constitute investment advice
Evaluates the sharp sell-offs observed in technology stocks in international markets and the pressure on valuations of artificial intelligence companies.
* Does not constitute investment advice
The speaker analyzes that sales have intensified in software and large technology stocks in the US in recent weeks. Drawing attention to the "bubble" risk in valuations, it examines that company values trading at 50-100 multiples have reached alarming proportions and carry correction potential.
* Does not constitute investment advice
The speaker evaluates current valuations in the technology sector and short-term volatility expectations, analyzing the strategy he is following for entry.
* Does not constitute investment advice
The discussion covers the breakdown of the narrative around technology stocks in US markets and a potential rotation towards smaller-cap companies with Fed rate cuts. The expectation of a lower open in futures is examined.
* Does not constitute investment advice
The speaker comments on the profit realizations and momentum loss seen in US technology and AI stocks since November.
* Does not constitute investment advice