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Call Dr. Feelgood: Top Trending Tech Stocks by Sentiment in Russell 1000

Jun 05, 2019

We Crunch the Numbers, You Make the Trade.We Crunch the Numbers, You Make the Trade.
We Crunch the Numbers, You Make the Trade.We Crunch the Numbers, You Make the Trade.

 

Top Russell 1000 Stocks Trending by 1-Month Sentiment

The following Quantamize Top Buy stocks are top trending Russell 1000 stocks by sentiment over the last month.  
 

Name Ticker Sector Industry Primary Rating Secondary Rating
International Business Machines Corporation IBM Information Technology IT Consulting and Other Services Attractive Top Buy
Accenture plc ACN Information Technology IT Consulting and Other Services - -
Texas Instruments Incorporated TXN Information Technology Semiconductors Neutral Attractive
Gartner, Inc. IT Information Technology IT Consulting and Other Services Top Buy Attractive
Microsoft Corporation MSFT Information Technology Systems Software Top Buy Top Buy
Red Hat, Inc. RHT Information Technology Systems Software Neutral Neutral
salesforce.com, inc. CRM Information Technology Application Software Neutral Neutral
Cisco Systems, Inc. CSCO Information Technology Communications Equipment Attractive Top Buy
Applied Materials, Inc. AMAT Information Technology Semiconductor Equipment Top Buy Attractive
Autodesk, Inc. ADSK Information Technology Application Software Unattractive Neutral

 

  • International Business Machines Corporation (IBM) is the operator of integrated technology and services worldwide through its Cognitive Solutions, Global Business Services, and Technology Services & Cloud Platforms business segments. IBM maintains the most attractive dividend yield of 4.88% among the stocks highlighted above! 
    • IBM is the top Russell 1000 technology stock trending by positive sentiment with top 5 scores in all sentiment categories, including Event Sentiment, Story Sentiment, Article Count, and Entity Sentiment.
        
  • Gartner, Inc. (IT) is a research and advisory company that offers research, conference, and consulting services to clients across the world. Analysts project robust EPS growth from Gartner over the net 5 years of 14.03% per annum, a strong sign for the company.  
    • Gartner’s sentiment is led by its Story Sentiment score, which ranks as the fifth-best among Russell 1000 tech stocks. Gartner overall sentiment is dragged down by its Article Count ranking, which is 11th among Russell 1000 stocks. This simply indicates that Gartner is not being discussed as frequently in the news as other top Russell 1000 tech stocks, which is not necessarily a bad thing!
       
  • Microsoft Corporation (MSFT) develops, licenses, and offers support for software, services, devices, and other solutions offered by the company across the globe. Among the 32 analysts within our coverage universe that rate Microsoft, 30 maintain a “Buy” or “Outperform” recommendation! 
    • Microsoft actually maintains the best Entity Sentiment score among Russell 1000 stocks, signaling largely positive discussion surrounding the general Microsoft company rather than specific stories or events. Additionally, Microsoft is the only consensus “Top Buy” highlighted above, with a Top Buy rating in our US Large-Cap Global Top Stock Ideas and a “Top Buy” rating in our US Information Technology Global Top Stock Ideas. The positive sentiment surrounding Microsoft paired with its “Top Buy” ratings makes this our highest conviction “Top Buy” idea highlighted in this post!
       
  • Cisco Systems, Inc. (CSCO) designs, manufactures, and sells Internet-based networks and other products related to communication and information technology to clients across the globe. In every quarter since FY3Q2001, Cisco Systems has announced adjusted EPS that met or surpassed the average analyst estimate! 
    • Cisco Systems’ overall sentiment is driven by an Article Count rank of 9, although the company currently maintains decent top 15 scores in the other 3 categories. No real standout driving Cisco’s overall sentiment here.
        
  • Applied Materials, Inc. (AMAT) is the provider of manufacturing equipment, services, and software to clients that operate in the semiconductor, display or other related industries across the globe. Applied Materials most recently posted a return on invested capital of 22.4% in FY2018, its best annual return on invested capital since FY2000! 
    • Applied Materials has a Story Sentiment score that is the sixth-best among Russell 1000 tech stocks and a strong Article Count that ranks ninth among Russell 1000 tech stocks. Applied Materials’ overall sentiment is dragged down by an Entity Sentiment rank of 24, which is the second-worst for stocks highlighted above.  

 

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Global Top Stock IdeasTOP LONG & TOP SHORT STOCK IDEAS FOR GLOBAL MARKETSMONTHLY TOP IDEAS FROM OUR MULTI-FACTOR QUANTITATIVE MODELS