IYW iShares U.S. Technology ETF Loading... : Bullish and Bearish Analyst Opinions
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18:32
Jul 18
Jul 18
Tech overbought, avoid.
The technology sector is overbought and highly concentrated, offering poor risk/reward. He would shy away from any exposure and not rotate back into tech.
MED
15:31
Jul 17
Jul 17
Buy tech dips, AI spending will continue.
Technology always gets cheaper, and volume makes up for lower unit pricing; AI spending is a multi-year trend, hyperscalers will survive and thrive, this is not a tech bubble, making pullbacks a buying opportunity.
HIGH
12:38
Jul 17
Jul 17
Tech poised for big correction.
Technology stocks are poised for a big correction, while investors are ignoring the strong performance of commodities.
MED
08:27
Jul 17
Jul 17
Author notes XLK will find a low but does not state a position or timing, only a watchful observation.
LOW
01:39
Jul 17
Jul 17
The author advises against selling into deep losses and outlines a watchlist for potential tech, medical, and travel entries once downtrends stabilize, but expresses no current directional positions.
22:11
Jul 16
Jul 16
Tech rallies after midterm elections.
History shows equity markets underperform in August and September of midterm election years, then rally after the election. The technology sector is likely to be the biggest beneficiary as uncertainty lifts and earnings growth remains supported.
MED
20:05
Jul 16
Jul 16
Overweight tech, industrials, and financials.
A barbell approach with tech a little overweight, plus industrials and financials, makes sense. No recession is expected, the labor market is strengthening, and AI remains a positive driver. Cyclicals should benefit.
MED
15:42
Jul 16
Jul 16
The author combines XLK and XLE as having the two best holdings together, but does not state a current position or forward directional call.
LOW
10:10
Jul 16
Jul 16
Author plans to rotate into tech slowly while continuing to ride current holdings, referencing outperformance versus SPY, QQQ, and XLK since June 2025.
16:08
Jul 15
Jul 15
The author provides historical return data for XLK to argue against worrying about short-term volatility, but does not state a current position or forward call.
LOW
15:59
Jul 15
Jul 15
The author recommends QQQ and XLK as long-term buy-and-hold ETFs for investors with a long timeline, but does not state a current personal position.
LOW
14:43
Jul 15
Jul 15
Tech demand exceeds supply, bullish outlook.
Demand for tech continues to outstrip supply, so the earnings outlook for technology remains strong.
HIGH
22:07
Jul 14
Jul 14
Upgrade tech to overweight.
RBC upgraded the technology sector to overweight. Their quarterly analyst survey showed strong bullishness among U.S. tech analysts. Semiconductor valuations have improved and froth has been unwound enough to allow the sector to work, while tech valuations overall have moved back to neutral, making it more attractive than communication services.
HIGH
15:18
Jul 14
Jul 14
Technology stocks still have upside
The technology sector remains broadly constructive. Capital spending is funded, benefiting the AI ecosystem, and despite shifts in the narrative and some tests, the earnings stability for the spenders (who are still posting well over 30% growth) supports tech stocks.
MED
09:46
Jul 14
Jul 14
Stay long mega-cap tech.
Buying the dip in tech has been a winning strategy due to very predictable earnings. Mega-cap technology stocks remain a core holding.
HIGH
05:15
Jul 14
Jul 14
Author expects AI names to recover with +10% days after finding a footing, dismissing short-term volatility as normal.
LOW
00:23
Jul 14
Jul 14
Rotate back into tech for upside.
The technology sector has been beaten down to an attractive buying zone while remaining fundamentally robust with dynamic catalysts, making it a more fertile ground for gains than other sectors.
MED
23:38
Jul 13
Jul 13
Circle back to tech, it's resilient.
Technology has been beaten down and is now very near a buying zone. The sector is robust relative to other groups, and positive catalysts can appear suddenly even amid geopolitical worries like Iran, making this an opportune time to rotate back into tech.
HIGH
11:30
Jul 13
Jul 13
Upgrade tech on better valuations, flows
RBC upgrades the Technology sector to overweight. Valuations have improved: the sector valuation model is now very close to neutral after dramatic improvement on the software side and some retreat in semis. Fund flows into tech have been very strong and quickly bounced back after recent small outflows. The sector is now the preferred growth exposure, replacing Communication Services.
HIGH
06:59
Jul 13
Jul 13
Rotate from tech into value sectors
A healthy rotation is underway from overconcentrated Mag7/tech into broader market sectors. Long-duration growth and technology will come under pressure as inflation risks rise and interest rates move higher, while financials, industrials, health care, and small caps benefit from broader participation.
HIGH
00:52
Jul 13
Jul 13
S&P 500 tech and energy show upside.
Q2 earnings growth for the S&P 500 is expected to be around 23% YoY, with the technology and energy sectors showing high upside potential according to analysts.
HIGH
01:05
Jul 10
Jul 10
Corporate insiders at US technology sector ETF companies are buying their own stock at a record pace, with 28 executives purchasing shares over the last six months.
17:47
Jul 09
Jul 09
AI bubble inflates until 10-year yields hit 5%
The AI sector now checks all classic bubble signs: overinvestment, overleverage, overownership, and overtrading. Bubbles do not deflate under their own weight; they are ended by higher interest rates. Until the 10-year U.S. Treasury yield reaches 5% or the Federal Reserve is forced to confront its persistent inflation misses, the AI bubble will keep inflating. Semiconductor prices have already gone parabolic, a late-stage hallmark.
HIGH
16:03
Jul 09
Jul 09
Avoid overvalued US tech stocks.
The US stock market, particularly large-cap growth and the 'fabulous 7' tech stocks, is extremely overvalued by measures such as price-to-book and price-to-earnings. The capex boom in data centers may be plateauing, and the market is in a bubble that could burst. Investors should exit overvalued areas to avoid being caught in a crash.
MED
13:32
Jul 06
Jul 06
Technology benefits from AI revolution.
Technology remains a core holding because the AI revolution is still in its early stages, and the sector continues to lead earnings growth even as other areas improve.
MED
07:01
Jul 03
Jul 03
US tech growth story remains solid
Despite short-term rotation out of tech stocks, the medium-term growth story for US technology stocks remains solid and well-supported, making them attractive over a longer horizon.
MED
18:00
Jul 02
Jul 02
The author provides a detailed cross-asset market summary describing a chip-led tech selloff, defensive rotation, and oil-equity divergence without stating any personal positions or forward calls.
14:58
Jul 02
Jul 02
The author provides a cross-asset macro update identifying an AI hardware cycle inflection and a regime shift from NFP miss, but does not state any personal positions or forward calls, only unresolved risks into the long weekend.
10:00
Jul 02
Jul 02
Rotate to US consumer defensive sectors
High US interest rates are the new constant, raising the hurdle for equity returns to at least 5%. This forces sector rotation from growth/tech into steady consumer defensive and value sectors whose valuations are more attractive in a high-rate regime. Merrill Lynch is already cutting info tech to neutral and going overweight consumer/infrastructure.
MED
07:22
Jul 02
Jul 02
Strong NFP hurts tech, helps value stocks
If the NFP print is strong and pushes up July hike expectations, it will initially be problematic for high-duration growth/tech stocks, causing short-term pain. However, higher yields driven by a resilient economy are ultimately positive for value names and small-cap stocks that are more exposed to the economy. This will improve market breadth even though the larger-cap tech names will weigh on overall index returns.
HIGH
About IYW Analyst Coverage
Buzzberg tracks IYW (iShares U.S. Technology ETF) across 52 sources. 156 bullish vs 16 bearish calls from 231 analysts. Sentiment: predominantly bullish (42%). 333 total trade ideas tracked. Past 7 days: 11 bullish, 10 watch. Latest voices: Tavi Costa, John Stoltzfus, Jeff Currie.