5 Tech Stocks With 197% Avg EPS Growth to Buy on Dip
Source: seekingalpha.com
TL;DR
- Seeking Alpha picks five tech stocks with average forward EPS growth of 197% after recent pullbacks.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)
- Stocks include Micron (MU) at 323% forward EPS growth, trading at 6x forward earnings and PEG of 0.04.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)
- These offer buy opportunities in AI, chips, and cybersecurity amid Iran tensions-driven dips.[[2]](https://x.com/SeekingAlpha/status/2039831507708375201)
The story at a glance
Seeking Alpha's Steven Cress screens for Strong Buy or Buy tech stocks with forward EPS growth over 100%, revenue growth above 10%, and recent price dips of 30-90 days. The five picks are Micron (MU), Credo Technology (CRDO), Lumentum (LITE), Cognyte Software (CGNT), and SentinelOne (S).[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip) This comes amid a tech selloff tied to Iran war fears around early April 2026.[[2]](https://x.com/SeekingAlpha/status/2039831507708375201)
Key points
- Screen criteria: Tech sector, Quant rating Strong Buy/Buy, forward EPS growth >100%, revenue growth >10%, recent pullbacks; focuses on AI infrastructure, microchips, cybersecurity tailwinds.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)
- 1. Micron (MU): $415B market cap, 323% forward EPS growth vs sector 15%, 27 upward EPS revisions, trades at 6x forward earnings (95% sector discount), A+ growth grade, top pick for AI memory.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)
- 2. Credo (CRDO): 14 upward EPS revisions, strong growth/profitability grades, forward PEG 0.37 (71% sector discount) after pullback.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)
- 3. Lumentum (LITE): Optical components for AI data centers, pullback creates entry.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)
- 4. Cognyte (CGNT): Cybersecurity-related, included for strong metrics post-dip.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)
- 5. SentinelOne (S): Cybersecurity firm rounding out the list with high growth potential.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)
Details and context
Steven Cress, Head of Quantitative Strategies at Seeking Alpha, uses the platform's stock screener and Quant system, which grades stocks on growth, value, profitability, EPS revisions, and momentum versus peers.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip) The picks average near 200% forward EPS growth, far above sector norms, with solid upward revisions and discounted PEG ratios signaling value despite AI hype.
Recent dips stem from broader market jitters over Iran tensions, creating "buy the dip" chances in high-growth tech exposed to AI buildout and data center demand.[[2]](https://x.com/SeekingAlpha/status/2039831507708375201) For example, Micron's margins beat peers, with heavy capex on AI memory; Credo's margins expand on ROE strength.
These are not broad market calls but targeted quant picks; actual performance depends on earnings delivery and macro stability.
Key quotes
None reliably sourced from visible content.
Why it matters
Tech pullbacks highlight opportunities in fundamentally strong names amid geopolitical noise, potentially amplifying AI-driven gains for the sector.
Investors get specific buy targets with quantified edges like extreme EPS upside and valuation discounts versus peers.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)
Watch upcoming earnings revisions and Q1 reports for these stocks, plus Iran developments that could extend or reverse the dip—projections assume no major escalation.[[1]](https://seekingalpha.com/article/4888176-best-tech-stocks-with-strong-eps-growth-to-buy-on-the-dip)