US technology stocks staged a strong rally on Monday, ending up +2.69%, its best session since May. In particular, Google’s parent company (NASDAQ: Google ) rose more than 6 percent, as its new Gemini 3 AI model brought market excitement.
After last week’s presentation, several reports said that the Alphabet model performed strongly compared to OpenAI or Entropic’s models. Salesforce CEO Marc Benioff also praised his ability in public remarks.
Alphabet’s rally got an extra lift after securing a multi-billion dollar NATO contract to provide cloud infrastructure.
The stock’s rally lifted many other big AI-linked tech names. Climbed to +11.10%, gained +8%, rose +5.5%, rose +6.82%, and several others as well.
Along with Alphabet’s pace, US tech names also moved higher on fresh expectations of a Fed rate cut. After falling below 30% last week, the probability of a cut at the FOMC meeting on Tuesday, December 10, rose to more than 77%.
Recent comments by several Fed members in favor of another cut helped dampen expectations. A report from Goldman Sachs also said that the weak economic outlook could push the Fed to cut rates deeper than the market currently has.
A rate cut could set the stage for a strong year-end move in U.S. technology stocks, aided by the traditional Christmas rally.
9 Analysts’ Favorite Large-Cap Tech Stocks
So we looked for opportunities among major U.S. technology stocks, using analysts’ average targets as our guide, making sure to exclude names that are already above their fundamental value.
To do this, we used Investing.com Screener and applied the following parameters:
- We Market
- Technology Sector
- Maximum capitalization billion 100 billion
- positive Capability according to Investing Pro-Fair Value (Synthesis of Valuation Model).
- After stock More than 10 analysts
- Possible upside More than 30% In line with analysts’ average target
This research has enabled us to identify 9 Opportunities:
Attention: Although the basic functions of the Investing.com screener are available for free, in this search we used Exclusive to Matrix Investing Pro, Pro+ plan subscribers.
More specifically, these large-cap US technology stocks represent upside potential of between +30.2% and +46.2% based on analysts’ average targets. Some investing pros look meaningfully short of fair value. And it is worth noting that three of the largest companies in the world appear in this list.
Of course, these are just a few examples that have been identified by exact criteria, and other stocks in the technology sector or elsewhere could also be great year-end opportunities.
Investment.com Screener simplifies this process thanks to its ready-made thematic search. Given the sharp improvement in market sentiment, options in the “growth” category are particularly useful.
Please note that some of these pre-built searches are only available to Investing Pro and Pro+ users.
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Disclaimer: This article is written for informational purposes only. It is not intended to encourage the purchase of assets in any way, nor does it constitute a solicitation, offer, recommendation or investment proposal. I would like to remind you that all assets are evaluated from multiple perspectives and are highly risky, so any investment decision and associated risk belongs to the investor. We also do not provide any investment advisory services.