Here are 12 top tech-themed stock picks from UBS analysts

Site SearchClearSEARCHAdvanced Search ➔Search ResultsSymbolsNo results foundAll NewsArticlesVideoPodcasts0 ResultsNo Results FoundAuthorsNo results foundSectionsNo results foundColumnsNo results found The Ratings GameHere are 12 top tech-themed stock picks from UBS analystsThe investment bank has ‘high conviction’ in Amazon’s growth potential — with AWS estimates that are far above what investors may be expectingLast Updated: March 31, 2026 at 10:49 p.m. ETFirst Published: March 31, 2026 at 5:32 p.m. ETShareResizeListen(3 min)AWS could grow revenue 38% this year, according to UBS. Photo: Getty ImagesInvestors looking for bargains across the technology sector have a number of places to look, according to a new report from UBS. Analysts at the investment bank recently laid out their 12 most “high-conviction” picks within the tech, media and telecommunications sectors. The choices consist of stocks where the analysts believe they have “a differentiated view” based on proprietary data. About the Author Hannah PedoneHannah Pedone is a New York–based technology reporter for MarketWatch.Show Conversation (0)Back To TopA Dow Jones CompanyCopyright © 2026 MarketWatch, Inc. All rights reserved.Terms of UsePrivacy NoticeCookie NoticeArchive MarketwatchCustomer CenterContact UsNewslettersNewsroom RosterVirtual Stock ExchangeMarketWatch GuidesCopyright PolicyManage NotificationsCancel My SubscriptionCompanyDow JonesCode of ConductCorrectionsReprints & LicensingDigital Self ServiceYour Ad ChoicesCorporate SubscriptionsAccessibilityDow Jones NetworkThe Wall Street JournalBarron'sInvestor's Business DailyFinancial News Londonrealtor.comMansion GlobalDow Jones Smart MoneyIntraday Data provided by FACTSET and subject to terms of use. Historical and current end-of-day data provided by FACTSET. All quotes are in local exchange time. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Intraday data delayed at least 15 minutes or per exchange requirements.