Validea’s Top Information Technology Stocks Based On Martin Zweig – 10/20/2025

The following are the top rated Information Technology stocks according to Validea’s Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.

MICROSOFT CORP (MSFT) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig is 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Companys segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.

The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.

Detailed Analysis of MICROSOFT CORP

MSFT Guru Analysis

MSFT Fundamental Analysis

SHOPIFY INC (US) (SHOP) is a large-cap growth stock in the Business Services industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Shopify Inc. (Shopify) is a Canada-based global commerce company. The Company provides essential Internet infrastructure for commerce, offering tools to start, grow, market and manage a retail business of any size. It provides platforms and services that are engineered and delivers a shopping experience for consumers online, in store and everywhere in between. Its software enables merchants to run their business across all of their sales channels, including Web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. The Company’s Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting, and access financing, all from one integrated back office. The Shopify’s platform operates across 175 countries.

The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.

Detailed Analysis of SHOPIFY INC (US)

SHOP Guru Analysis

SHOP Fundamental Analysis

INFOSYS LTD (ADR) (INFY) is a large-cap growth stock in the Computer Services industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Infosys Limited is an India-based company, which provides digital services and consulting. The Company enables clients in approximately 59 countries to navigate their digital transformation powered by cloud and artificial intelligence (AI). Its segments include Financial Services; Retail; Communication; Energy, Utilities, Resources and Services; Manufacturing; Hi-Tech; Life Sciences, and All other segments. The Company’s solutions have been primarily classified as digital and core. Its digital solutions include experience, insight, innovate, accelerate, and assure. Its experience solutions include Infosys Aster, Digital Marketing, Digital Commerce and Infosys Metaverse Foundry. Its insight solutions include Infosys Topaz, Infosys Generative AI Labs, Data Analytics and AI, Infosys Sustainability Services and Applied AI. Its core solutions include application management services, proprietary application development services, traditional enterprise application implementation and others.

The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.

Detailed Analysis of INFOSYS LTD (ADR)

INFY Guru Analysis

INFY Fundamental Analysis

TAIWAN SEMICNDCTR MNUFCTRNG CO LTD (ADR) (TSM) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.

The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.

Detailed Analysis of TAIWAN SEMICNDCTR MNUFCTRNG CO LTD (ADR)

TSM Guru Analysis

TSM Fundamental Analysis

MICRON TECHNOLOGY INC (MU) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig is 77% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Micron Technology, Inc. provides memory and storage solutions. The Company delivers a portfolio of high-performance dynamic random-access memory (DRAM), NAND, and NOR memory and storage products through its Micron and Crucial brands. The Company’s products enable advancing in artificial intelligence (AI) and compute-intensive applications. Its segments include Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). CNBU segment includes memory products and solutions sold into the data center, PC, graphics, and networking markets. MBU segment includes memory and storage products sold into the smartphone and other mobile-device markets. EBU segment includes memory and storage products and solutions sold into the intelligent edge through the automotive, industrial, and consumer embedded markets. SBU segment includes SSDs and component-level storage solutions sold into the data center, PC, and consumer markets.

The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.

Detailed Analysis of MICRON TECHNOLOGY INC

MU Guru Analysis

MU Fundamental Analysis

Martin Zweig Portfolio

About Martin Zweig: During the 15 years that it was monitored, Zweig’s stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he’s put the fortune he’s compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan’s Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia — among his purchases are the gun used by Clint Eastwood in “Dirty Harry”, a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he’d seen at a nearby gas station while growing up in Cleveland, according to published reports.

About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here

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