JPMorgan lists 18 'mispriced' tech stocks to buy after AI sell-off

Fears that AI could replace dominant players sparked a broad sell-off across the tech sector, leaving some stocks that JPMorgan now calls "mispriced." JPMorgan surveyed its top equity research analysts to find companies punished by the market's AI replacement narrative but insulated from actual disruption.

Analysts highlighted common themes: exposure to heavily regulated markets such as payments, rising demand for foundational data as AI is adopted, and entrenched infrastructure that is hard to replace. The firm had previously flagged 14 high-quality software names it views as well positioned to weather AI disruption.

Beyond those, JPMorgan identified 18 additional mispriced picks, including Affirm, Okta, and Block, as potential buy-the-dip opportunities.

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