The technology sector is delivering to investors exactly what Wall Street expected. With the Internet names leading the way, the sector has roared up more than 1% in the past five trading days versus 0.8% for the S&P. One of the main metrics that stock analysts look at when rating a stock is how the price and volume movement of the stock corresponds to the basic fundamentals. When the price shoots up rapidly and is joined by huge volume, that means an accumulation period is happening in the stock. When that happens, stocks break out to new highs and can go much higher. A good example of this is the huge move by electric car company Tesla Motors.

The technology analysts at UBS have spotted five red-hot names that may be poised to move much higher. Strong earnings and analysts upgrades have not only driven investors to these top names to buy, it has flogged the short sellers, forcing many of them to cover their shorts and run.

Here are the five technology stocks with momentum behind them to move much higher.

Autodesk Inc. (NASDAQ: ADSK) forecast current-quarter and fiscal 2015 revenue above analyst consensus estimates, sending shares up to an all-time high on views its transition to new a software licensing model and cloud-based products has gained traction. Canaccord Genuity analyst Richard Davis joins UBS in liking the stock, and he raised his price target on Autodesk to $52 from $50. The Thomson/First Call price target for the stock is $58.12. Autodesk closed Thursday at $54.28

Intuit Inc. (NASDAQ: INTU) has been forced to upgrade its accounting and cloud accounting products as new vendors have shown up to challenge the product leader. The company announced that Quickbooks Online has now got 561,000 businesses paying for it, including 45,000 added in the most recent quarter alone. The consensus price target for the stock is set at $76.18. Intuit closed Thursday at $78.10.

Skyworks Solutions Inc. (NASDAQ: SWKS) has given investors fits for years and may be finally be ready to make the big move higher. The company is an innovator of high-performance analog semiconductors. Leveraging core technologies, Skyworks supports automotive, broadband, wireless infrastructure, energy management, GPS, industrial, medical, military, wireless networking, smartphone and tablet applications. The consensus price objective is $36.60, and Skyworks closed Thursday at $34.95.

TiVo Inc. (NASDAQ: TIVO) is a small cap name that could bring investors big gains this year. The company reported earnings of $0.05 per share in the fourth quarter of fiscal 2014, which beat the consensus estimate by a penny. Earnings improved from the $0.13 loss reported in the year-ago quarter. The company continues to innovate, and its strong product pipeline is a major positive going forward. TiVo’s focus on forging deals with mid-tier operators (who will not build their own offering) is a prudent move in the view of many Wall Street analysts. The consensus target is $15.31. TiVo closed Thursday at $13.68.

Workday Inc. (NASDAQ: WDAY) has been absolutely on fire, and it was up 15% Thursday. The company announced this week the acquisition of privately held Identified. The company focuses on using Big Data techniques to help recruiters find great candidates. Today, companies spend more than $150 billion on all different areas of corporate recruiting (advertising, search agencies, interviewing, assessment, employment branding, etc.) so this is a huge market. Add on numerous Wall Street upgrades and the stock exploded. Breaking out to new highs may add many new momentum traders to hop on the bus. The consensus price target is $106.21; that will go higher. The stock closed Thursday at $115.27.

All the stocks that UBS highlighted have exploded and printed 90-day price and volume breakouts. In many cases, when positive fundamentals meet huge numbers like this, the short positions contribute to a squeeze that can send the stocks much higher. The key for investors to remember is that all these stocks are solid business leaders in their various fields, not hype or smoke and mirrors. Any slight pullback may provide a good entry point.

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