When the weather starts to turn warm, the Wall Street conference season also starts heating up. Top companies will be presenting at Jefferies Technology Media and Telecom conference next week, and some of the top technology companies that are presenting are also on the Jefferies Franchise Picks list.

We screened the Jefferies list for the technology stocks with the biggest upside to the Jefferies price targets. We found some quality companies that could bring home some big gains for investors if they hit the Jefferies targets. The five are: Applied Materials Inc. (NASDAQ: AMAT), Google Inc. (NASDAQ: GOOGL), Intel Corp. (NASDAQ: INTC), Micron Technology Inc. (NASDAQ: MU) and Western Digital Corp. (NASDAQ: WDC).

Applied Materials

Applied Materials has long been a powerhouse stock in chip capital equipment, and it is a top franchise pick for 2015 at Jefferies. The company is the global leader in precision materials engineering solutions for the semiconductor, flat panel display and solar photovoltaic industries. Jefferies and other analysts were disappointed when the merger with Tokyo Electron was called off recently.

Still, the analysts are very positive on the stock and see Applied Materials benefiting not only the semiconductor side of the business but also from larger, higher resolution and flexible screens on the display side of the business.

Applied Materials investors are paid a 2.05% dividend. The Jefferies price target for the stock is $28. The Thomson/First Call price target is $26.73. The stock closed Thursday at $19.56 per share.

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Google

This search leader may be one of the best tech values now. Google has dramatically underperformed over the past year and some on Wall Street point out that investor sentiment is quite negative now due to concerns about margins, mobile risk to the core search business, the company’s capital allocation stance and currency headwinds. Google remains the undisputed leader in Internet search, and with a diverse portfolio that includes everything from the Android platform to YouTube, Google Wallet for automatic pay and Google Flights tool, continued growth is not out of the question.

The Jefferies team cites the large amount of advertising revenue that will be switching from conventional TV to outlets like YouTube and other online venues. They also think that 2015 will be an inflection point for online video as advertisers are finally able to produce ads suited to the medium, and as they look to take advantage of the shift in video viewership from TV to online. They estimate YouTube makes up a massive 10% of Google’s total value.

The Jefferies price target is a gigantic $700. The consensus target is set at $638.88. The stock closed Thursday at $542.04.

Intel

Wall Street has been taking this stock to the woodshed for a beating almost the entire year. The iconic chip giant had a stellar 2014 on the tailwind from continued personal computer (PC) and notebook sales. What has been a trying time for shareholders may allow investors with fresh capital to have an awesome entry point to the stock, which is still trading way below the high printed last December.

The Jefferies team points to the second half of this year, when the firm will begin shipping cellular systems-on-a-chip with two China based companies, RockChip and SpreadTrum, the latter of which boasts 30% to 40% of the handset business in China. New processors in tandem with Windows 10 are also expected to boost PC and laptop sales in the latter half of the year.

Intel investors are paid an outstanding 3.1% dividend. Jefferies has the price target set at a gigantic $48. The consensus target is much lower at $35.03. Shares closed trading on Thursday at $32.24.

Micron Technology

Micron Technology is a global leader in advanced semiconductor systems. Micron’s broad portfolio of high-performance memory technologies, including DRAM, NAND and NOR flash, is the basis for solid state drives, modules, multichip packages and other system solutions. The company’s memory chip solutions enable the world’s most innovative computing, consumer, enterprise storage, networking, mobile, embedded and automotive applications.

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Micron and Intel announced recently the availability of their 3D NAND technology, the world’s highest-density flash memory. Flash is the storage technology used inside the lightest laptops, fastest data centers and nearly every cell phone, tablet and other mobile device.

The Jefferies team feels that while DRAM pricing was weaker than expected in the first quarter, the company has taken solid supply-side actions that should help firm pricing.

The Jefferies price target is $40, and the consensus is lower at $39.02. Shares closed Thursday at $27.27 apiece.

Western Digital

Western Digital is an industry-leading developer and manufacturer of storage solutions that enable people to create, manage, experience and preserve digital content. Its HGST and WD subsidiaries are long-time innovators in the storage industry. The company provides a full portfolio of compelling, high-quality storage products with effective technology deployment, high efficiency, flexibility and speed. The products are marketed under the HGST, WD and G-Technology brands to OEMs, distributors, resellers, cloud infrastructure providers and consumers.

The Jefferies analysts note that the stock is down 16% from last year’s highs due to concerns over PC demand and the pickup in NAND adoption. They also think that Cloud/Web 2.0 investments will increase hard disk drive (HDD) demand next year. The company is a leader in the total addressable HDD market at a very impressive 43%.

Western Digital investors are paid a 2.1% dividend. The Jefferies price objective is $123, and the consensus target is $112.10. The stock ended Thursday at $94.84.

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High-quality tech stocks at good prices are hard to come by after a multiyear market rally. The Jefferies picks are designed for long-term growth investors with the time and the capital to be patient.

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