Buy these beaten-down tech names, pro says

Google may face some challenges and headwinds but the stock itself is a "strong buy," S&P Capital IQ's Scott Kessler told CNBC on Thursday.

"The stock was actually down last year in an up market with a lot of Internet stocks performing pretty well," Kessler, who heads the firm's technology research division, said in an interview with "Squawk on the Street."

"We actually see Google as a pretty nice value opportunity right here."

Shares of the search giant fell 5 percent last year, its worst year since 2008. Stifel analyst Scott Devitt wrote in a note Thursday that the firm doesn't see significant sources of future upside for the stock and believes "the best days for shares may be behind it."

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An employee walks through the lobby of Google's Washington, D.C., headquarters.
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An employee walks through the lobby of Google's Washington, D.C., headquarters.

Google's search share in the U.S. is also down, according to the market researcher StatCounter. It fell to 75.2 percent in December from 77.3 percent in November, the lowest since StatCounter began recording stats in 2008. The company noted that Mozilla's move to make Yahoo the default on Firefox had an impact on the search engine battle, and warned of a great impact if Apple drops Google from its Safari browser.

However, Kessler said the issues sound "minor."

He's expecting Google's revenue will rise 11 percent in 2014 and 18 percent in 2015. In addition to his "strong buy" rating, Kessler has a $650 price target on Google.

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Investors can also find value in Twitter, he said. The social media company is down about 35 percent in the last year.

While Twitter has had some challenges, it has doubled its revenue pretty consistently over the last several quarters, Kessler noted.

"There are a number of tail winds, including video we think that could really be beneficial to Twitter," he said. "It seems to us that the sentiment is negative and people aren't rewarding Twitter for some of the growth that they've generated."

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Kessler has a "buy" rating on the stock and a $47 price target.

—CNBC's Emily Caruthers and CNBC's John Melloy contributed to this report.

Disclosures: Kessler and S&P Capital IQ do not own shares of Google or Twitter.