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5 tech stocks to watch in 2022 - YouTube
Channel: Capital.com
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Many big tech companies...
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...have seen their stock prices soar...
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...since the beginning of the pandemic...
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...as large sections of society...
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...worked, shocked and even socialised from home
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Apple hit the 3 trillion dollar mark
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Profit more than tripling...
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...revenue soaring for $108 billion
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Who gets the Oscar?
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Microsoft!
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Today, stocks for the big five tech companies...
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...account for more than 20% of the value of the S&P 500...
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...an index of the largest 500 companies in the US
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A number of analysts believe...
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...that the tech heavyweights are overvalued...
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...and that their stock prices could face a drastic correction...
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...in the event of any possible market crash
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However there are a number of tech and biotech stocks...
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...that could weather any storm and thrive
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These are companies...
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...that are providing solutions for the global economy...
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...in this pandemic age
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Here鈥檚 our top five tech and biotech stocks...
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...and also a couple that may underperform this year
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In at number five...
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...it's Marvell Technology
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And no, it's got nothing to do...
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...with the series of superhero films
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Shares of Marvell surging
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the American tech company...
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...produces semiconductors
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Those tiny chips...
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...that make our smartphones, computers, cars...
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...and all sorts of other electrical devices, operate
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this vital piece of wafer thin tech...
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is central to what's being called...
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...the fourth industrial revolution
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The semiconductor industry has had an eventful two years
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When the pandemic began...
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...many production lines were halted...
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...causing a global chip shortage
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Which in turn led to global supply issues...
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...for all types of goods from toys to cars
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But Marvel has been able to shine...
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...where other semiconductor companies have not...
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...navigating, supply chain bottlenecks and maintaing growth
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It's CEO has been keen to emphasize the data centre...
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...and cloud solutions side of the business
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Over 40% of our revenues is in data centre
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In 2021, its stock price increased by almost 100%...
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...and the company's net revenue surged...
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...year-on-year to $1.2 billion
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It's gained an impressive market cap to boot
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But there could be a potential fly in the ointment here
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Taiwan
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The island remains a major source of tension...
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...between China and the US
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Beijing regards Taiwan as its territory...
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...not as a separate sovereign state
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65% of the world's semiconductors are produced in Taiwan...
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...whereas around 5% of the global total are made in China
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Marvell outsources a substantial amount...
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...of it's manufacturing operation...
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...to factories on the island
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So any move by China to invade Taiwan...
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...could have serious consequences for the company
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...and other US firms in the sector
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China has ambitions...
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...to beef up its own domestic semiconductor industry
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One that doesn't just produce American designed chips...
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...but rather is driven by original Chinese intellectual property
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Despite the frosty geopolitics at play...
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...we think Marvel's strong performance during the pandemic...
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...and its application of data centric chips...
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...in car manufacturing...
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...make it potentially a strong stock for the year ahead
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Let's see who is here
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Hello
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Oh hi
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One tech stock who could face a volatile year is Zoom
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It was the big surprise tech product of 2020...
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...becoming the go to app for work meetings...
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...in the early days of the pandemic
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But as lockdowns eased...
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...and more people return to work at offices at various stages...
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...last year, its stock price dropped
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As society settle into a more hybrid model of working...
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...It will be interesting to see...
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...how the so-called "stay at home" stocks like Zoom...
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...perform in 2022
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Health care is also being disrupted by another technology...
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...wearables
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Dexcom is one of the up and coming players...
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...in the world of health tech wearables...
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...specialising in monitoring systems for diabetics...
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...the company has a market cap...
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...in excess of $47 billion
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It produces a small wearable sensor and watch...
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...which transmits a users...
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...glucose numbers to a smart device every five minutes...
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...enabling them to monitor their blood sugar levels
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One in five Americans now own...
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...a smartwatch or fitness tracker
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Users aren't just tracking their fitness goals...
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...but vital signs such as...
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...heart rate, sleeping patterns and blood pressure too
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It's estimated that this market...
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...will be worth more than $260 billion by 2026
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Dexcom stock price underwent sizable growth in 2021...
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...though since hitting highs in November...
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...its price has decreased by more than 20%
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Dexcom isn't the only company in this space...
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...but its growth suggests it's one to watch out for in 2022...
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...as wearables continue...
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...to revolutionise the world of healthcare
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Of course, not all health focused...
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...tech stocks continue to shine
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Peloton's stock price...
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The company that produces home exercise equipment...
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...soured during 2020...
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...only for the company to rack up huge losses in 2021...
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...seeing its stock price nosedive
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As restrictions have eased across the world...
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...exercising at home, may not be as popular...
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...as it was back in 2020...
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...when we had those strict earlier lockdowns
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It's called Regeneron
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I think this was the key
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Regeneron became front page news...
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...when President Trump...
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...took his monoclonal covid antibody treatment...
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...called REGEN-COV in 2020
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Let's talk about monoclonal antibodies
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This technology artificially creates...
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...antibodies designed to mimic a person's...
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...natural response to viral infections
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Its stock price increased by more than a third...
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...over the course of 2021
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Regeneron's in-house technologies...
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...known as the Velocisuite...
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...develop antibody drugs from immunised mice
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Mice make possible the study
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Mice, just like humans...
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...produce and select antibodies...
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...to defend themselves against pathogens
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Regeneron's series of technologies...
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...manipulates mouse DNA...
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...using bacterial artificial chromosomes...
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...which replace mice antibody genes with human ones
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This creates
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This creates a faster approach to modifying the mouse...
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...genome and speeds up the drug research process
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CNN has cited a median estimate...
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...from 26 investment analysts...
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...who give the stock a "buy" rating for the year ahead
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But what's the downside?
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Well, Regeneron's stock price...
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...dropped towards the end of 2021...
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...and this volatility was being driven by...
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...its COVID 19 antibody cocktail
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This therapy may not be as effective...
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...against the Omicron variant...
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...and this is what's made investors cautious
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Nvidia, is the world's largest maker of graphics cards
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That's the essential technology needed for your computer...
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...to generate high quality images at speed
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Its tech is central to many people's lives today...
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...from cloud computing and gaming...
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...to the hardware that powers EV models
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The California headquartered company...
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...produces cars that are powerful enough for bitcoin mining...
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...and big brand carmakers like BMW...
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...are using Nvidia's cutting edge A.I product...
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...Omniverse Avatar...
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...to design and test how its factories of the future will operate
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Can you tell how far I have to bend down there?
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I'll get you a taller one
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Yeah it's perfect
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The company has big plans for growth too...
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...for the past year, it's been trying to purchase...
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...Chinese chip-maker Arm for $40 billion
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In the past few years, Nvidia's stock price...
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...remained mostly
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...remained mostly around the $50 mark...
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...but it has rocketed since the start of the pandemic
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In the last year alone...
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...company earnings are up more than 110%...
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...exceeding median earnings in the industry
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This remarkable performance, driven in part...
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...by high prices for its in-demand chips...
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...during a global shortage...
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...has pushed its market capitalisation...
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...up to almost $700 billion
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So where's the catch?
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Well, if there is one, it's the company's decision...
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...to limit the hash rate...
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...that's the mining speed used by cryptocurrency miners...
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...in its newest laptop...
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...It could make this product...
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...less attractive to those customers
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But overall, we see Nvidia as a stable tech stock...
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...for the year ahead
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Our number one stock to watch is Moderna...
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...which has emerged during the pandemic...
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...as a standout biotech company
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Moderna鈥檚 use of pioneering mRNA technology...
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...played a leading role...
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...in developing the COVID 19 vaccine
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The speed of the vaccine rollout has been unprecedented...
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...in the history of global health initiatives...
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...with countries around the world...
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...embracing this new technology
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Moderna鈥檚 stock price performed better...
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...over the past twelve months...
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...than that of the three other big Western companies...
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...producing COVID 19 vaccines
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Surging 140% over the course of 2021
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However, past performance is no guarantee of future success
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The broadcaster CNN has cited analysts...
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...who are estimating a median 30%...
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...increase for the stock price...
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...over the next twelve months
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On the downside, Moderna has forecast...
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...that it will sell a reduced quantity of its vaccine this year...
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...down from $20 billion in 2021...
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...to somewhere between $15 to $18 billion in 2022
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This reduction in sales may affect its stock price
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The performance of these stocks reflects...
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...how our use of technology has accelerated...
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...during the pandemic
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As we emerge from the health crisis...
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...the stock market undoubtedly will continue to identify...
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...innovative companies that provide products...
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...for our changing global economy
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You can read more about these stocks...
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...by visiting Capital.com on the link below
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You might also like our recent explainer on the Metaverse...
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...which is featured in the box
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And of course, don't forget to click on the subscribe button...
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...to stay alerted to more films on similar topics in the future
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