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Tech stocks could offer their best value in years, analysts say, after stellar earnings season

CNBC · May 8, 2026, 6:52 AM

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  • U.S. tech stocks are back in vogue after another stellar earnings season, but Morningstar analysis suggests the sector offers the best value to investors in years.
  • Market chatter in 2024 and 2025 frequently referenced fears of a "bubble" emerging in the top end of the U.S.

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U.S. tech stocks are back in vogue after another stellar earnings season, but Morningstar analysis suggests the sector offers the best value to investors in years.

Market chatter in 2024 and 2025 frequently referenced fears of a "bubble" emerging in the top end of the U.S. equity market, as the "magnificent seven" reached increasingly lofty valuations largely thanks to hype surrounding artificial intelligence.

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