Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Exclusive News
3 Undervalued European Tech Stocks to Buy After the CeasefireSubmitted by Dan Schmidt. Article Posted: 4/23/2026. 
Key Points
- The April 8 Iran ceasefire triggered a 3.7% rally in the STOXX 600, with European tech surging more than 5% and signaling a potential sector recovery.
- SAP, Spotify, and Prosus each fell roughly 25% to 30% in 2026 but now show bullish technical signals, including positive RSI and MACD crossovers.
- All three companies trade below historical valuations despite solid fundamentals, and could be candidates to rebound as risk appetites grow.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Markets are once again hungry for risk following news of the Iran ceasefire, and one area looking particularly attractive is European tech. Many of these companies remain materially undervalued relative to peers and historical averages, and new trends are emerging that point to a revival. These three companies could be some of the best ways to play that rally. Why European Tech Stocks Have More Room to RallyThe STOXX 600 index returned 17% in 2025—its best year since 2021—and entered 2026 with three tailwinds: falling interest rates, fiscal expansion as Germany eased its debt brake, and a rotation out of overvalued U.S. tech. But markets can turn on a dime, and European stocks plunged as bombs began falling in Iran. Add in a tariff scare, and the STOXX 600 fell nearly 12% in a month amid fears that many E.U. economies were headed for recession.
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itself - it's the infrastructure behind it.
One small-cap company supplies a mission-critical component to Musk's xAI Colossus site that can't be built around. While retail waits for a ticker that doesn't exist yet, early money is moving into this supplier at a fraction of its potential value. See the small-cap stock powering the SpaceX buildout today
On the day the April 8 ceasefire was announced, the STOXX 600 posted its best gain in more than four years, rising 3.7% by the close. Europe’s heavy dependence on Middle East energy made it unsurprising that European indices outpaced their U.S. counterparts, but the real surprise was the outperformance of the European tech sector, which jumped more than 5% despite being relatively insulated from oil shocks. European tech’s outperformance not only signals a return of risk appetite, but also suggests institutional investors may be behind the move. Tech names in Europe underperformed earlier in 2026, with several large-cap names absorbing much of the selling. Now that tariff and Iran-related headwinds are easing, investors may be bargain hunting in the tech space; several major European firms are trading well below their historical valuation norms. These European tech names don’t just offer attractive valuations—technical tailwinds are also forming. When technical alarms start blaring, it often indicates institutional buying. Each of the three companies below has both fundamental and technical catalysts that could finally ignite their shares. SAP: Management Shows Confidence With Share Repurchase ProgramFew companies in European tech have been hit harder than SAP SE (NYSE: SAP) in 2026. The stock is down more than 25% year-to-date, returning to levels not seen since early 2024. A weak guidance figure—management said the current cloud backlog growth is moderating—was the primary driver of the selloff following its Q4 2025 earnings release in January. Still, the total cloud backlog remains over €77 billion (about $87 billion), and gross margins are approaching 75%, so the sharp reaction appears driven by a mix of geopolitical concerns and company-specific worries. Management has signaled confidence, announcing a new €10 billion (approx. $11.3 billion) buyback program over two years—roughly 10% of available shares at current depressed prices. 
The April ceasefire helped SAP shares finally break their downtrend, and technical indicators are improving. The Relative Strength Index (RSI) has moved into bullish territory above 50, and the Moving Average Convergence Divergence (MACD) produced a bullish crossover before the ceasefire news reached the market. Spotify: Suppressed Valuation Despite Revenue Growth and Margin ExpansionSpotify Technology Inc. (NYSE: SPOT) also came under pressure earlier this year, falling nearly 30% in January before any Iran-related headlines. CEO Daniel Ek moved into the role of executive chairman, and advertising revenue slowed faster than expected in Q4 2025. Despite that, Spotify reported revenue up 13% year-over-year, with gross margins of 33.1%—an increase of over 80 basis points—and monthly active users continue to grow. Management expects to exceed the roughly €2.9 billion (approx. $3.4 billion) in free cash flow it generated in 2025. 
Despite improving revenue and margins, SPOT trades near the lower end of its historical valuation range at about 33 times forward earnings. If the company achieves the projected ~15% Q1 2026 revenue growth, margin expansion could produce meaningful compounding. The stock has begun a technical breakout: SPOT is now using the 50-day simple moving average (SMA) as support, and the RSI shows rising upward momentum. Prosus NV: No Longer Buoyed Solely by Tencent StakeInternet conglomerate Prosus NV (OTCMKTS: PROSY) holds a roughly 23% stake in Chinese tech giant Tencent Music Entertainment Group (NYSE: TME), acquired in 2021 for $14.6 billion. That Tencent stake gives Prosus investors packaged exposure to China’s tech sector, and the current market value of that stake exceeds Prosus’s market capitalization—creating a meaningful discount to net asset value. Under new CEO Fabricio Bloisi, management has started buybacks to help close that gap. 
Like SAP, Prosus shares recently broke a long slide. The stock was down nearly 30% year-to-date, but a recent surge cleared the long-term downtrend that had held since late 2025. Bullish MACD and RSI signals suggest the breakout could be meaningful, so investors should keep an eye on OTC stocks such as Prosus. |
Post a Comment
0Comments