The BMO Tech Stock Dual Ranking is released: Seagate (STX.US) and NVIDIA Corporation (NVDA.US) lead in growth, while HP Inc. (HPQ.US) and Dell Technologies, Inc. Class C (DELL.US) dominate in value.

BMO Capital Markets released a research report evaluating individual stocks in the technology sector based on key value indicators. Core indicators include: next twelve month (NTM) earnings per share growth rate, NTM return on equity (ROE), NTM price to earnings ratio (P/E), as well as NTM dividend growth rate and dividend yield. The evaluation results show that Seagate Technology Holdings PLC (STX.US), NVIDIA Corporation (NVDA.US), and KLA Corporation (KLAC.US) stand out in terms of growth, while HP Inc. (HPQ.US), Dell Technologies, Inc. Class C (DELL.US), and Hewlett Packard Enterprise Co. (HPE.US) top the value list. With the effects of extreme tariff policies and related comments fading, the technology sector is experiencing a strong recovery, with a cumulative increase of 34% since the low point on April 8th. The sector has risen 7.8% year-to-date, with market confidence continuing to improve. Chief Investment Strategist Brian G. Belski stated, "While the rebound has been stronger than expected, the sector's ability to recover lost ground this year is within expectations. Although we remain positive on the sector's performance over the next 12-18 months...it is worth emphasizing that, with market driving factors shifting from leading companies to broad-based gains, selecting individual stocks will be key to success." Belski specifically pointed out that the semiconductor sector is at the forefront of the artificial intelligence (AI) revolution, showing outstanding growth potential. This sub-industry has significantly improved its ROE levels over the past two years through operational efficiency enhancements, further enhancing its investment attractiveness. The top 25 technology growth stocks were evaluated based on NTM earnings per share growth (50% weighting), long-term growth rate and NTM ROE (each 25% weighting), including companies like Seagate Technology Holdings PLC, NVIDIA Corporation, KLA, Lam Research, First Solar, Autodesk, Intuit, Palantir, Oracle, Palo Alto Networks, Cadence Design, Gen Digital, AMD, Broadcom, Qualcomm, Microsoft, Western Digital, Adobe, Analog Devices, Fair Isaac, Intel, Tyler Technologies, Arista Networks, ServiceNow, Micron Technology. The top 25 technology value stocks were evaluated based on NTM P/E (50% weighting), NTM dividend growth rate and dividend yield (each 25%), including companies like HP Inc., Dell Technologies, Hewlett Packard Enterprise, Qualcomm, Gen Digital, Skyworks Solutions, NetApp, Cognizant, Seagate Technology Holdings PLC, Cisco Systems, NXP Semiconductors, TE Connectivity, Micron Technology, Applied Materials, Accenture, Corning, Lam Research, Salesforce, Jabil, Juniper Networks, First Solar, Western Digital, IBM, Motorola Solutions, and KLA.