{"id":96608,"date":"2026-02-21T01:37:25","date_gmt":"2026-02-21T04:37:25","guid":{"rendered":"https:\/\/tech.einnews.com\/article\/894275531"},"modified":"2026-02-21T01:37:25","modified_gmt":"2026-02-21T04:37:25","slug":"some-undervalued-tech-names-available-in-these-etfs","status":"publish","type":"post","link":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/2026\/02\/21\/some-undervalued-tech-names-available-in-these-etfs\/","title":{"rendered":"Some Undervalued Tech Names Available in These ETFs"},"content":{"rendered":"

Domestic stocks aren\u2019t particularly cheap by historical standards, but through a historical lens, U.S. equities aren\u2019t alarmingly overvalued. Still, some investors might think it\u2019s difficult to find credibly undervalued names.<\/p>\n

They may also be apt to think that the task is even harder with ETFs such as the Invesco QQQ Trust (QQQ)<\/a> and the Invesco NASDAQ 100 ETF (QQQM)<\/a> because the funds hold a variety of high-growth stocks, many of which are rarely, if ever, associated with value.<\/p>\n

Following the \u201cSaaS-pocalypse,\u201d the colloquialism describes the recent plunges in various software stocks. This includes some QQQ\/QQQM holdings \u2013 there are some bargains to be found in the technology sector. Believe it or not, according to Morningstar<\/a>, some QQQ\/QQQM member firms are now downright undervalued, indicating there\u2019s more of a value case than meets the eye with these ETFs.<\/p>\n

Good Deals Available in QQQ<\/h2>\n

Adobe (ADBE) is one of the names viewed as most vulnerable to artificial intelligence (AI). Still, following its recent drubbing, the QQQ\/QQQM holding is undervalued, and some analysts see rebound potential.<\/p>\n

\u201cAdobe believes it is attacking an addressable market well in excess of $200 billion,\u201d notes Morningstar\u2019s Dan Romanoff. \u201cThe company is introducing and leveraging features across its various cloud offerings. This will drive a more cohesive experience, win new clients, upsell users to higher-priced solutions, and cross-sell digital media offerings. We expect M&A efforts will continue to bolster all aspects of Adobe\u2019s portfolio, which it surely will do to defend against emerging competitors.\u201d<\/p>\n

TurboTax owner Intuit (INTU) is another example of a QQQ\/QQQM holding that\u2019s been taken to task on fears of AI disruption. It\u2019s also now undervalued, and it has more upside levers than investors are giving it credit for.<\/p>\n

\u201cTurboTax Live is Intuit\u2019s assisted tax-filing experience that connects individual users with tax accountants in real time,\u201d observes Morningstar\u2019s Luke Yang. \u201cIntuit also offers QB Live and Mailchimp Live, matching small businesses with accounting or marketing professionals. We think both mechanisms have become Intuit\u2019s key differentiators from competitive offerings that are incremental to the company\u2019s moat.\u201d<\/p>\n

Don\u2019t forget Microsoft (MSFT), the third-largest holding in QQQ and QQQM. While not a value stock in the traditional stock, it trades at a 34% discount to Morningstar\u2019s fair value estimate.<\/p>\n

\u201cMicrosoft is also shifting its traditional on-premises products to become cloud-based SaaS solutions. Critical applications include LinkedIn, Office 365, Dynamics 365, and the Power platform, with these moves now beyond the halfway point and no longer a financial drag. Office 365 retains its virtual monopoly in office productivity software, which we do not expect to change in the foreseeable future,\u201d adds Romanoff.<\/p>\n

For more news, information, and strategy, visit the <\/em>ETF Education Content Hub<\/em><\/strong><\/a>.<\/em><\/p>\n

\n
<\/div>\n

Earn free CE credits<\/strong> and discover new strategies<\/h2>\n<\/p>\n<\/section>\n

<\/a><\/strong> <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

… to be found in the technology<\/span> sector. Believe it or not …<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-96608","post","type-post","status-publish","format-standard","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/96608","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/comments?post=96608"}],"version-history":[{"count":0,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/posts\/96608\/revisions"}],"wp:attachment":[{"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/media?parent=96608"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/categories?post=96608"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new7.shop\/zerocostfreehost\/index.php\/wp-json\/wp\/v2\/tags?post=96608"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}