After a week where tech earnings helped lift the market higher, there are still plenty of top stocks in the sector to buy ahead of earnings, Morgan Stanley said. The company listed a number of companies with significant upside in their quarterly results. CNBC Pro scoured Wall Street’s top research to find more tech stocks to own for income. These include Palo Alto, Docebo, R1 RCM, Tenable, and Flywire. The Flywire global payments technology network has what he calls one of the “most attractive” risk-reward ratios, the company said. Analyst James Fawcett upgraded the stock from equal weight to overweight earlier this week, saying concerns about sales growth are overdone. He said, “FLYW is accelerating the pace and scale of new customer engagements, which should drive higher levels of net new contributions compared to historical trends.” Fawcett added that any market fears about slowing growth are misplaced and urged investors to remain calm. “In fact, given that our base case growth assumptions mean that the next growth component we think is poised to accelerate, net new customer contribution, will be lower than historical levels. “There is a possibility that it will become conservative,” he said. Fawcett said the stock could be re-rated if growth continues to be strong. Flywire also plans to announce fourth-quarter financial results in late February. Palo Alto Networks analyst Hamza Foderwala said the company’s recent security audit showed that cyber threats remain a top priority for IT departments. Foderwalla said this bodes well for Palo Alto in 2024 and beyond. The company sees a long runway for growth for cyber companies as its competitive position remains strong, he wrote. What’s more, Palo Alto is in a better position for AI than investors think, Foderwala added. “With its unique large-scale dataset and market leadership across multiple major security categories, PANW is the best positioned among pure security vendors to deliver AI-driven security automation,” he said. I think there is,” he said. Meanwhile, the company’s stock price is rising. However, the company says the stock remains very attractive. “We’re doubling down on PANW as a top pick given its growing share across multiple security categories and AI tailwinds from a broader platform,” he said. Palo Alto is scheduled to announce its financial results in late February. R1 RCM This medical technology company was recently named a top pick by analyst Craig Hettenbach. However, Hettenbach says the stock is significantly undervalued. “Investors are overestimating recent negative factors and failing to credit RCM with the strong fundamentals established in the business over the past few years,” he said in a note. Hettenbach said business has been improving since just before the pandemic began. “We are focused on increased diversification, improved margins and technology/AI optionality, along with positive feedback from customer checks,” he added. But investor skepticism remains, leading Hettenbach to target RCM stock hard. The company said its new management team is putting it on the right track for mix, growth and free. “We are overweight RCM given the recent share price weakness,” he said succinctly. Ta. The company plans to release quarterly results in late February. Docebo “DCBO is at the forefront of innovation in enterprise learning, with a competitive edge and strong position to monetize AI through direct products, upsells to higher-priced plans, and indirect platform benefits. … with a vision to transform enterprise learning and skills from traditional. Ready-made static content and learning pathways to hyper-personalized learning experiences put Docebo at the forefront of innovation in the enterprise learning market. ” Flywire “The most compelling risk-reward in SMID-Cap Fintech… .FLYW is accelerating the pace and size of new client engagements, which compares to historical trends. should drive higher levels of net new contributions….Indeed, our base case growth assumptions are such that the growth component we believe is poised for acceleration next year. We may be conservative given that this means net new customer contribution is lower than historical levels.” R1 RCM “Investors are overestimating recent negative factors.” , we cannot appreciate the stronger foundations that have been established in the business over the past few years to RCM. ….With positive feedback, we are looking forward to increasing diversification, improving margins, and technology/AI options. …We are overweight RCM given the recent stock weakness.” Palo Alto Networks “Growing share across multiple security categories and Given the AI tailwinds from its broad platform, we double down on PANW as our top pick…..With its massive proprietary data set and market leadership across multiple key security categories, we believes PANW is best positioned among pure-play security vendors offering AI-driven security automation.” Tenable Holdings “TENB is a category leader within its core vulnerability management end market. TENB stock has underperformed its security peers throughout 2023 due to slowing growth, but the recent We believe there is opportunity in change. ” Security industry peers cited an FCF CAGR of over 28% through 2025 as reason for optimism as the company moves toward its long-term goals of operating margins of 25% or higher and FCF margins of 30% or higher. It points out that the outlook is higher than the consensus that it will be. ”