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3 Hypergrowth Tech Stocks to Buy to Tap Into a Hidden Bull Market

3 Hypergrowth Tech Stocks to Buy to Tap Into a Hidden Bull Market

三只超增长科技股将被买入,以进入隐藏的牛市
InvestorPlace ·  2022/09/29 13:29

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The days of paying nearly any price for hypergrowth companies are probably over. Technology companies are among the hardest hit, with the macro environment being generally unfavorable to most companies. That said, the whole "buy low, sell high" mantra can come into play for long-term investors. Thus, it's probably shopping season for those looking for some fast-moving hypergrowth tech stocks to buy in this market.

几乎不惜一切代价收购超增长公司的日子可能已经结束了。科技公司是受打击最严重的公司之一,宏观环境通常对大多数公司不利。话虽如此,“低买高卖”的整个格言对长线投资者来说是可以发挥作用的。因此,对于那些寻求在这个市场上购买快速增长的科技股的人来说,现在可能是购物季。

That's because the innovation and long-term growth, driven by the software and semiconductor sectors specifically, isn't likely to stop with higher interest rates and a slowing economy. Growth may slow, as will overall business investment. But over the long-term, the secular catalysts that have taken many world-class stocks higher will likely remain.

这是因为,特别是由软件和半导体行业推动的创新和长期增长,不太可能随着利率上升和经济放缓而停止。增长可能会放缓,整体商业投资也会放缓。但从长期来看,推动许多世界级股票走高的长期催化剂可能仍将存在。

Accordingly, for investors looking for quality hypergrowth tech stocks to buy that are growing fast (and will likely continue to grow rapidly in the future), here are three of my top picks to consider right now:

因此,如果投资者希望购买增长迅速(未来可能还会继续快速增长)的高质量超增长科技股,以下是我目前最值得考虑的三只股票:

CRM Salesforce $147.47 ADBE Adobe $278.49 NVDA Nvidia $121.41
客户关系管理Salesforce$147.47 ADBE Adobe$278.49 NVDA NVIDIA$121.41

Salesforce (CRM)

Salesforce(客户关系管理)

Source: Bjorn Bakstad / Shutterstock.com
来源:Bjorn Bakstad/Shutterstock.com

Salesforce (NYSE:CRM) remains a top pick for many investors as one of the best hypergrowth tech stocks of the past decade. Despite being beaten up by the overall market and its tech peers, this is a company I think maybe getting to compelling levels here.

Salesforce(纽约证券交易所:CRM))仍然是许多投资者的首选,是过去十年最好的超增长科技股之一。尽管被整体市场及其科技同行击败,但我认为这家公司可能会在这里达到令人信服的水平。

That's not only because of the company's cloud-based software solutions. This is a company that focuses on customer relationship management technology. Indeed, when times get tough, Salesforce's customers will not only seek out but require, Salesforce's software solutions.

这不仅是因为该公司基于云的软件解决方案。这是一家专注于客户关系管理技术的公司。事实上,当形势变得艰难时,Salesforce的客户不仅会寻找而且需要Salesforce的软件解决方案。

In many cases, software companies can often provide products or services viewed as "nice to haves" by their clientele. That's not the case with Salesforce. This company puts forward essential technology to streamline corporate business models, which most can't go without.

在许多情况下,软件公司通常可以提供被客户视为“可有可无”的产品或服务。但Salesforce并非如此。这家公司提出了精简企业商业模式的关键技术,这是大多数人离不开的。

Salesforce's recent results have highlighted just how impressive the rapid adoption of the company's cloud-based solutions has been. 

Salesforce的最新业绩都突显了该公司基于云的解决方案的快速采用是多么令人印象深刻。

The company brought in revenue growth of 22% year-over-year, an impressive figure relative to its peers. Additionally, its forecast for future growth implies a compounded annual growth rate (or CAGR) of around 17%. It's hard to find any such company with metrics like these, which is why this stock has the valuation multiple it does.

该公司的收入同比增长了22%,与同行相比,这是一个令人印象深刻的数字。此外,它对未来增长的预测意味着复合年增长率(或CAGR)约为17%。很难找到任何这样的公司拥有这样的衡量标准,这就是为什么这只股票有这样的估值倍数。

Adobe (ADBE)

Adobe(ADBE)

Source: Tattoboo / Shutterstock
来源:Tattoboo/Shutterstock

One of the world's largest software companies, Adobe (NASDAQ:ADBE), is another key player in the fast-growing software space. Most of this company's revenue comes through licensing fees from its customers. Unique products such as Adobe Acrobat, Photoshop, and Illustrator are just a few of this company's offerings to creative folks everywhere.

世界上最大的软件公司之一,土坯(纳斯达克:亚洲开发银行),是快速增长的软件领域的另一个关键参与者。该公司的大部分收入来自其客户的许可费。Adobe Acrobat、Photoshop和Illustrator等独特的产品只是该公司向世界各地的创意人士提供的一小部分产品。

Like the overall market, ADBE stock has taken a beating this year. The stock is down nearly 50% this year alone. However, it can still bounce back.

与整个市场一样,ADBE的股票今年也遭受了重创。仅今年一年,该股就下跌了近50%。然而,它仍然可以反弹。

Experts forecast Adobe could grow its earnings at a 9% clip this year and 15% next year. Revenue projections are also inspiring, with most expecting double-digit CAGR numbers on the horizon. Thus, when growth predictions are quickly declining due to the Federal Reserve monetary policy tightening, Adobe is one company that is still likely to provide growth.

专家预测Adobe今年的收益可能会增长9%,明年可能会增长15%。营收预测也令人振奋,大多数人预计两位数的复合年增长率即将出现。因此,当增长预期因美联储货币政策收紧而迅速下降时,Adobe是一家仍有可能提供增长的公司。

As long as creative folks and the gig economy workers that are heavy users of Adobe's products continue to stay engaged, I think this will likely be one of the top hypergrowth tech stocks to buy right now.

只要创意人士和大量使用Adobe产品的零工经济工作者继续保持参与,我认为这很可能是目前最值得买入的超级增长科技股之一。

Nvidia (NVDA)

英伟达(NVIDIA)

Source: Shutterstock
消息来源:Shutterstock

One of the oldest tech companies on this list is Nvidia (NASDAQ:NVDA). Incorporated in 1993, this leading manufacturer of advanced microprocessors and hardware products is among the world's most sought-after chip makers. That's because, for any sort of complex computing task (think AI, machine learning, etc.) to be completed, Nvidia chips are generally the go-to option.

这份榜单上最古老的科技公司之一是英维迪亚(纳斯达克:NVDA)。这家先进微处理器和硬件产品的领先制造商成立于1993年,是世界上最受欢迎的芯片制造商之一。这是因为,对于任何类型的复杂计算任务(想想人工智能、机器学习等)。要完成这项工作,NVIDIA芯片通常是首选。

Nvidia's core business units comprise Professional Visualization, Gaming products, Data Centers, and Automotive. Gaming products and Data Centers make up over 70% of the company's revenues.

NVIDIA的核心业务部门包括专业可视化、游戏产品、数据中心和汽车。游戏产品和数据中心占70%以上公司收入的一部分。

The recent bull market we all enjoyed was particularly profitable and viewed positively. That's because gaming and data center growth would never end. People would permanently transition towards connecting with others online, with human connection (thanks to the pandemic) scarred in a way many thoughts were impossible.

我们最近享受的牛市尤其有利可图,而且人们对此持积极态度。这是因为游戏和数据中心的增长永远不会结束。人们将永久性地过渡到与其他人在线联系,人际联系(由于疫情)以一种许多人不可能想到的方式伤痕累累。

Alas, 2022 has brought about the return to the office for many companies, and as more folks shifted their focus from gaming (and crypto mining, which is included in this business unit), Nvidia's stock has been hit hard.

遗憾的是,2022年给许多公司带来了重返办公室的机会,随着越来越多的人将重点从游戏(以及密码挖掘,这也包括在这个业务部门中)转移到了NVIDIA,NVIDIA的股票受到了沉重打击。

However, it's clear that when the next bull market begins, NVDA stock will likely surge higher. This company benefits from the most secular growth catalysts and euphoric rises in sectors like gaming and crypto. That said, during bear market declines like these, investors can pick up shares of this fast-growing company on the cheap. That seems like a good idea for those thinking long-term.

然而,很明显,当下一轮牛市开始时,NVDA的股价可能会飙升。这家公司受益于最长期的增长催化剂和游戏和密码等行业的欢欣鼓舞的崛起。也就是说,在这样的熊市下跌期间,投资者可以低价买入这家快速增长的公司的股票。对于那些着眼长远的人来说,这似乎是个好主意。

On the date of publication, Chris MacDonald did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

截至发稿之日,克里斯·麦克唐纳并未(直接或间接)持有本文所述证券的任何头寸。本文中表达的观点是作者的观点,受InvestorPlace.com发布指南的约束。

Chris MacDonald's love for investing led him to pursue an MBA in Finance and take on a number of management roles in corporate finance and venture capital over the past 15 years. His experience as a financial analyst in the past, coupled with his fervor for finding undervalued growth opportunities, contribute to his conservative, long-term investing perspective.

克里斯·麦克唐纳对投资的热爱促使他攻读了金融MBA学位,并在过去15年里在企业融资和风险投资领域担任过多个管理职务。他过去担任金融分析师的经验,加上他热衷于寻找被低估的增长机会,有助于他保守的长期投资视角。

The post 3 Hypergrowth Tech Stocks to Buy to Tap Into a Hidden Bull Market appeared first on InvestorPlace.

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声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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