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Tech stock ideas

Technology companies led by the Magnificent 7 have helped propel the US stock market to new highs, overcoming worries about artificial intelligence spending and the specter of rising interest rates. Strong Q2 earnings from many big tech companies have alleviated some of those concerns and restored optimism that profits in the sector could continue to lead the pack in growth.

With that in mind, here are 3 tech-focused screens from the Fidelity.com Stock Screener.

Tech stocks with strong growth potential

Growth stocks have had the most momentum in recent years. The AI investment boom has been impacting nearly every US sector, especially tech companies that are developing AI platforms as well as the manufacturers of semiconductors and other critical components needed in AI data centers.

If you’re looking for technology stocks with big growth expectations, here are the top 10 results from the Fidelity.com Stock Screener featuring large-cap and mega-cap tech common stocks in the information technology sector that could potentially generate high cash flow growth (Cash Flow Growth Rate, TTM vs. Prior TTM) and high earnings growth (Forward EPS Long Term Growth 3-5 yrs), sorted by market cap, as of August 6, 2026:

  • NVIDIA Corp ()
  • Taiwan Semiconductor Manufacturing Co ()
  • Broadcom Inc ()
  • Micron Technology Inc ()
  • Advanced Micro Devices ()
  • Intel Corp ()
  • Applied Materials Inc ()
  • Oracle Corp ()
  • LAM Research Corp ()
  • Palantir Technologies Inc ()

After you run a screen, you should evaluate the results and their potential impact on your investment mix. For example, a consideration when adding individual stocks to your portfolio is concentration risk within a particular sector or industry. All of these companies are in the tech sector. Think about how adding any of these stocks might impact your overall investment mix and exposure to an individual sector.

Tech stocks with reasonable valuations

It might seem counterintuitive to some investors, but it may be possible to find tech stocks at reasonable prices relative to their estimated fair value. Relatively speaking, some Fidelity pros have observed that the price-to-earnings ratios of even top-performing tech stocks are below the lofty heights seen during the dot-com boom of 1999–2000 because their earnings growth has been so strong.

If you’re looking for technology stocks with reasonable valuations, here are the top 10 results from the Fidelity.com Stock Screener featuring mega- and large-cap common stocks in the information technology sector with low to medium P/E ratios (P/E Next Year’s Estimate), low to medium price-to-cash flow ratios (Price/Cash Flow Ratio), and low to medium price-to-earnings growth ratios (PEG Ratio), sorted by market cap, as of August 6, 2026:

  • NVIDIA Corp ()
  • Microsoft ()
  • Taiwan Semiconductor Manufacturing Co Ltd ()
  • Broadcom Inc ()
  • Hewlett Packard Enterprise Co ()
  • Micron Technology Inc ()
  • Oracle Corp ()
  • Dell Technologies ()
  • SAP SE ()
  • Sandisk Corp ()

When running any screen, evaluate if the results appear to be in line with what you might expect. If the output isn't generally what you expected and doesn't align with your goals, consider adjusting the filters or running a different screen. As with all investing, you should carefully research a security to determine if it’s consistent with your investment objectives, risk tolerance, and financial situation.

Dividend-paying tech stocks

Historically, the tech sector has been among the lowest-yielding sectors of the stock market, as companies (and their investors) prioritized business spending to power earnings growth.

Still, it is possible to screen for tech stocks that have historically paid relatively healthy dividend yields compared with sector peers. Some tech stocks recently have offered investors yields exceeding 4%, compared with about 1% for the benchmark S&P 500® Index.

Here are the top 10 results from the Fidelity.com Stock Screener featuring large-cap and mid-cap technology common stocks with high dividend yields (Dividend Yield), sorted by market cap, as of Aug. 6, 2026:

  • Oracle Corp ()
  • Qualcomm Inc ()
  • Accenture Plc ()
  • Intuit Inc ()
  • TE Connectivity Plc ()
  • NXP Semiconductors NV ()
  • Infosys Ltd ()
  • Lenovo Group Ltd ()
  • Dassault Systemes SE ()
  • Telefonaktiebolaget LM Ericsson ()

You’ll want to ensure that these opportunities, like any, are appropriate for your goals and risk tolerance. Investors should also be aware that companies can reduce or eliminate dividends based on business conditions and cash flow needs.

Stock screen tips

Some screening criteria may be more relevant for certain sectors, industries, and companies. With practice, you can adjust filters to set up screens that produce the type of results you may be looking for. You can also look at preset expert screens if you’d like to see other ways that filters can be set up.

Regardless of your screening approach, more research is needed to determine if any screen result is right for you. You should fully understand the risks involved, and each investing opportunity should be considered within the context of a well-diversified investment strategy that conforms to your specific time horizon, objectives, and risk parameters.

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Check out the Stock Research Center to see the top stocks in each sector.

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Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.

The stocks mentioned are not necessarily holdings invested in by Fidelity. References to specific company stocks should not be construed as recommendations or investment advice. The statements and opinions are those of the speaker, do not necessarily represent the views of Fidelity as a whole, and are subject to change at any time, based on market or other conditions.

Diversification does not ensure a profit or guarantee against loss.

Past performance is no guarantee of future results.

The S&P 500® Index is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent US equity performance. The Fidelity stock screener is a research tool provided to help self-directed investors evaluate these types of securities. The criteria and inputs entered are at the sole discretion of the user, and all screens or strategies with preselected criteria (including expert ones) are solely for the convenience of the user. Expert Screeners are provided by independent companies not affiliated with Fidelity. Information supplied or obtained from these Screeners is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell securities, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating stocks, preferred securities, exchange-traded products, or closed-end funds. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from its use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation, and other individual factors, and reevaluate them on a periodic basis.

Indexes are unmanaged. It is not possible to invest directly in an index.

The technology industries can be significantly affected by obsolescence of existing technology, short product cycles, falling prices and profits, competition from new market entrants, and general economic condition.

Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies.

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