Among excess tech stocks to buy according to hedge funds
Recently I published a list 11 sales office stocks to buy according to hedge funds. In this article, we will introduce Fiserv, Inc. We’ll see where (NYSE: FI) will compete against other selling tech stocks, according to hedge funds.
Technology stock is one of the best performances of the past 15 years. The technology sector has consistently outperformed the wide range of US markets since the aftermath of the 2008 financial crisis, with particularly strong periods of 2014-2021 and 2023-2024. Technology stocks tend to perform well during periods of economic expansion and low interest rates, stimulating the widespread adoption of technological advances. During such periods, tech companies tend to trade at expensive valuations, reflecting strong growth opportunities in the future. Therefore, many investors believe they are overvalued, and they are trying not to be exposed to them, and as a result, they are missing out on returns. The key point about technology stocks is that the valuation will immediately plummet due to slight macroeconomic uncertainty and confusion. So the best moment to win tech stocks is when they’re oversold, and when fear controls the market.
We believe we are at the right time to increase our exposure to technology. The Yardeni chart shows that S&P Information Technology is currently trading at P/E around 24.4, well below the peak in late 2024, showing a nearly 20% decline in valuations (for comparison, the broad market valuation is only 10%). Technology inventory hasn’t been that cheap since 2023, when the artificial intelligence megatrends were simply growing. Furthermore, the same sources showed that the sector has experienced two consecutive negative revisions to revenue expectations. That means Wall Street analysts have already set prices with short-term headwinds, reducing the likelihood of further negative surprises in the near future. In other words, the best scenario for purchasing is when both Wall Street and the market are pessimistic, leading to weak expectations and cheap valuations.
In summary, we concluded that the prices of technology stocks are currently low. The only question that needs to be answered is whether the macroeconomic background is preferred enough to promote new bull runs in the tech sector. First, as we have already mentioned above, technology inventory thrives under a low interest rate environment. Recent Comments Comments by Federal Reserve officials are hints at the higher odds of faster rate cuts in June. As a result, US government bonds fell sharply last week, in anticipation of low prices. This increases the likelihood that technical tailwinds will not be muted, and companies spend more on AI, cloud computing, cybersecurity, and other high-tech projects that require large cash outlays and are sensitive to funding costs. I’m also happy to find confirmation of hypotheses from major consultants such as Deloitte. This is an excerpt from the recent 2025 Technology Industry Outlook Report.
“Despite recent uncertainty and economic disruption, the technology industry appears poised for growth in 2025, thanks to the support of an increase in IT spending, AI investment and a new focus on innovation. Some analysts will see an increase of 9.3% in 2025. 2028. The trend in technology layoffs persisted in 2024, but the decline appeared to be slower than in 2023.”
That being said, the current market setup seems highly favorable for investing in sales tech stocks that could restore some or all of the value lost during the recent Trump tariff turmoil. With the exception of tariffs given on electronic products, President Trump suggests that China’s tariffs could fall from the current unsustainable 145%.
Fiserv, Inc. (FI): Among excess tech stocks to buy according to hedge funds
Close-up view of writing down a check from a company check book.
To compile a list of tech inventory sold, we used a screener to identify technology sector stocks with a relative strength index (RSI) below 40. The list is then compared with the ownership database of the hedge fund ownership and is included in the article.
Why are hedge funds interested in the stocks they accumulate? The reason is simple. Our research shows that mimic the top stock picks of the best hedge funds can outperform the market. Quarterly Newsletter’s strategy was to select 14 small and large caps per quarter, returning 373.4% since May 2014, surpassing the benchmark by 218 percentage points (For more information, please see here).
RSI: 30.69
Number of hedge fund holders: 80
Fiserv, Inc. (NYSE: FI) offers payment solutions and technologies, including digital banking platforms, card issuance and processing, merchant acquisitions, and point-of-sale systems, primarily for banks and Fintech clients. The company’s major products include Clover, a sales point-of-sale platform for small and medium-sized businesses, and Carat, an omni-channel commerce solution for large businesses.
Fiserv, Inc. (NYSE: FI) has reported a strong start to 2025. The company maintained guidance for organic revenue growth in 2025 and adjusted EPS growth of 15-17%, despite forecasting slow first quarter growth. This quarter was characterized by several strategic acquisitions, all aimed at expanding the company’s global footprint and capabilities.
Fiserv, Inc. (NYSE: FI) showed strong momentum in key strategic initiatives. Clover revenues rose 27%, expanding to 13 countries, adding 33 new financial institutions as merchant partners in the first quarter. Currently, the merchant referral partnership includes 40 of the top 100 financial institutions, and there are several major opportunities in the pipeline. The company has also advanced embedded financial features and launched new products, including upcoming Clover Hospitality Solutions for restaurants in the advanced market. Management has expressed confidence in the company’s positioning, saying that clients are increasingly relying on Fiserv for their size, stability and technical capabilities amidst the market turmoil.
Overall, fi 1st place It is listed on the list of tech stocks sold to buy according to hedge funds. While we acknowledge the potential of FI investments, our belief lies in the belief that AI stocks provide higher returns and hold a greater commitment to doing so within a shorter time frame. There have been AI stocks that have risen since the beginning of 2025, and the popular AI stocks have lost around 25%. If you’re looking for AI stocks that are more promising than FI, but are trading below 5 times the revenue, check out our report on this Cheapest AI stocks.
