The technology sector might have stumbled out of the gate to start 2026, but it’s well in the green and continuing its long-term trend toward the sky.
Tech stocks have been one of the best sources of equity growth for literally decades, but investing in the sector doesn’t come without the occasional case of nausea. And rightly so: Technology is constantly in a state of flux. Businesses that make their money by innovating … well, those innovations have a tendency to upend their very own industry again and again. Some companies are better than others at rolling with the punches, but others are unable to avoid the steamroller of progress.
The good news? The world is plenty large enough for the tech sector to produce numerous winners. You can’t exactly throw a dart at the board and know you’ll pick a winner. But understanding what technologies are emergent, who’s leading the way, which businesses are best capturing opportunities, and which executives are best at managing resources can go a long way in separating the wheat from the chaff.
Today, we’re going to lean on Wall Street’s analyst community to light the way. The following are some of the best tech stocks to buy now—a group of companies that currently enjoy extremely high marks from the research professionals who cover them.
Editor’s Note: Tabular data presented in this article is up-to-date as of June 12, 2026.
Disclaimer: This article does not constitute individualized investment advice. Individual securities, funds, and/or other investments appear for your consideration and not as personalized investment recommendations. Act at your own discretion.
Why Invest in the Tech Sector?

Investors flock to the market’s top tech stocks for good reason: Disruptive technologies can sometimes lead to dramatic revenue growth, and dramatic gains in a firm’s stock price as a result.
In fact, technology companies sometimes chase that revenue growth for years without ever focusing on bottom-line profits. Just consider a couple of the best-performing tech (and “tech-esque”) stocks in history: Amazon.com (AMZN) and Meta Platforms (META), which both prioritized ramping up their long-term scale over short-term profitability.
And look where they are now. Both are among the biggest companies on the planet, outperforming the market by wide margins over the last several years.
This is why many investors look for growth stocks within the tech sector and tech-adjacent companies. It’s not for the short-term profits or dividends, but rather the hopes of a “moonshot” stock that grows exponential revenue growth in short order, delivering life-changing profits to its investors in the process.
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The Best Tech Stocks to Invest In
Some of the best-performing tech stocks are very recognizable names. But before you buy any of them, don’t forget that investing is fundamentally about the future. That means learning about the product pipeline and R&D beyond what’s on the surface.
Leading tech firms are often the parent company of lesser-known products or services that could be just as interesting. Particularly when it comes to entrenched mega-cap tech stocks, their future potential depends on revenue streams that have yet to be fully realized yet—not the big-name products consumers currently use.
Every stock on this list also has a favorable view from Wall Street’s analyst community. The consensus analyst rating, courtesy of S&P Global Market Intelligence, is the average of all known analyst ratings of the stock, boiled down to a numerical system where …
- Less than 1.5: Strong Buy
- 1.5-2.5: Buy
- 2.5-3.5: Hold
- 3.5-4.5: Sell
- More than 4.5: Strong Sell
In short, the lower the number, the better the overall consensus view on the stock. In the case of this list, I’ve included only stocks that have received a 2 or lower—in other words, clear-cut Buys in the analysts’ eyes.
Also worth noting? Some of the technology stocks on this list have taken a beating of late. They remain among our best tech stocks because analysts view those downturns as temporary, seeing recently lower prices on these stocks as an opportunity, not a warning.
The tech stocks here are listed in reverse order of their consensus rating, so from the “worst”-rated to the best-rated.
Best Tech Stock #8: Palo Alto Networks

- Industry: Cybersecurity
- Market capitalization: $229.4 billion
- Dividend yield: N/A
- Consensus analyst rating: 1.60 (Buy)
In an age of persistent cybersecurity and hacking concerns, Palo Alto Networks (PANW) stands out as a company with both a reliable customer base as well as the near certainty of increased revenue coming its way across the coming years.
PANW had been punished in 2026, off about 10% year-to-date when we last updated this story. But the bulls remained steadfast … and have since been rewarded with a 55%-plus year-to-date gain.
“While PANW shares had been swept up in the market sentiment that generative AI (GenAI) would wipe out the enterprise application software-as-a-service (SaaS) business model, the market may have come around to recognizing that the rise of agentic AI makes enterprise IT systems more vulnerable to attack not less and therefore truly reliable comprehensive cybersecurity, i.e. Palo Alto’s business, even more critical to business functions,” Argus Research analyst Joseph Bonner (Buy) wrote after the company’s Street-beating fiscal third-quarter earnings.
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“PANW remains one of our favorite cyber names to own in 2026 as we continue to believe the platformization approach is still in the early stages of playing out with the consolidation theme accelerating as more enterprises turn to PANW for advanced cyber-AI solutions,” adds Wedbush analyst Dan Ives (Outperform, equivalent of Buy).
PANW also entered 2026 with a lot more firepower than it entered 2025 with. In August 2025, it announced it would acquire CyberArk Software (CYBR), a software-based identity security solutions and services. Then in November, it snapped up Chronosphere, a cloud native observability platform.
“The large CyberArk Software Ltd. acquisition is something of a strategic pivot for Palo Alto, which had heretofore been making small tuck-in acquisitions or ‘acqui-hires’ of discrete technologies that have helped accelerate product innovation,” Bonner writes. “With CyberArk, the company enters the identity security management space, a rapidly growing area of cybersecurity that is becoming even more critical with emergence of agentic AI.”
Indeed, the pros remain broadly bullish on Palo Alto’s longer-term prospects. The stock currently has 44 Buys versus 10 Holds and one Sell.
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Best Tech Stock #7: Datadog

- Industry: Cybersecurity
- Market capitalization: $82.3 billion
- Dividend yield: N/A
- Consensus analyst rating: 1.44 (Strong Buy)
Cybersecurity has been a growing theme for decades, lifting the fortunes of companies that specialize in it and prompting some larger tech conglomerates to add security capabilities to their repertoire.
Datadog (DDOG) is in the former group. The company operates an observability and security platform for cloud applications that is used by thousands of customers. Among its products and solutions are infrastructure and application performance monitoring, log management, digital experience monitoring, data observability, network monitoring, error tracking, and more.
The company’s revenues have been growing like a weed for years—the top line tripled between its last full year as a private company (2018) and its first full year as a publicly traded company (2020), then more than quintupled between 2020 and 2024. Datadog also delivered its first full-year profit on a GAAP (generally accepted accounting principles) basis in 2023, then reported a 280% jump in earnings in 2024. Profits pulled back considerably in 2025 but are expected to rebound over the next two years.
Wall Street generally loves what it sees going forward, too. DDOG’s bull camp is jam-packed at 43 Buys, against two Holds and two Sells.
Datadog, like many cybersecurity stocks, was down heavily in 2026 on worries about the capabilities for Anthropic and other AI tools to disrupt the industry’s business models. But DDOG and the industry have rebounded violently since, analyst optimism largely remains in place as customers have been increasingly demanding AI as part of the tech stack. “We think that AI could improve efficiency in specific workflows, particularly code scanning, but does not now have the visibility, control, or reliability to replace end-to-end security platforms,” BofA analysts (Buy) write.
“We believe Datadog can leverage net new customer acquisitions, grow its wallet share among existing users, and drive increased penetration among international markets to sustain a healthy double-digit top-line growth profile and demonstrate improving profitability in the coming years,” say Stifel’s Brad Reback and Robert Galvin, who also rate shares at Buy.
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Best Tech Stock #6: Monolithic Power Systems

- Industry: Semiconductors
- Market capitalization: $77.2 billion
- Dividend yield: 0.5%
- Consensus analyst rating: 1.38 (Strong Buy)
Semiconductor stocks will always feature prominently in any list of the best tech stocks, but Monolithic Power Systems (MPWR) isn’t your average chip company.
MPWR designs, produces, and sells power circuits found in the automotive, enterprise data, consumer, communications, industrial, and other markets worldwide. These systems help convert and control voltages of a wide array of electronic systems, from servers, apps, and notebooks to home appliances and satellite communications. That’s a big change from where Monolithic used to be.
“MPS one of the best-positioned names for upside in semis this year,” say Oppenheimer analysts, who rate the stock at Outperform. “A deep product pipeline and steady flow of design wins have steadily diversified MPWR away from traditional consumer products and into the communications, industrial, automotive, and networking markets. MPWR sets up well to outperform the broader semiconductor market with both an improving margin profile and an accelerating top-line outlook.”
Monolithic was already having a boffo 2026 while other tech stocks were swooning, and it has only kept climbing, up 70% year-to-date as I write this. You can thank a couple of solid quarterly earnings reports and a 28% hike to the dividend, to $2 per share quarterly.
“Monolithic Power posted solid first-quarter results that beat expectations across all metrics, though more impressive was the guide, which calls for a significant acceleration in top-line growth to more than 35% year-over-year,” say William Blair’s Sebastien Naji and Ana Bilbao, who rate the stock at Buy. “Upside came from MPS’s enterprise data and communications segments, with strong demand for MPS’s best-of-breed power solutions across processors, optical modules, and switches. … We view this as another thesis-confirming quarter, as MPS leverages its power silicon expertise and diversified customer base to drive consistent beat-and-raise results.”
MPWR isn’t as well covered as many of the other tech stocks on this list, but it’s one of the best rated. Currently, Monolithic Power Systems’ stock enjoys 14 Buys versus two Holds and no Sells.
Looking forward, analysts expect revenues to improve by about 26% annually over the next two years, and longer-term estimates peg profit growth at 28% per year on average.
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Best Tech Stock #5: Microsoft

- Industry: Enterprise software
- Market capitalization: $2.9 trillion
- Dividend yield: 0.9%
- Consensus analyst rating: 1.34 (Strong Buy)
Microsoft (MSFT) is one of the most dominant names in technology and among the largest tech stocks on the planet. The average person knows Microsoft for its iconic Windows and Office productivity software for personal computers, as well as its Xbox gaming console and related software. But Microsoft also is a major player in cloud computing, via its still-growing Azure cloud services, and an emerging titan in artificial intelligence—a position it further cemented in 2025 with the announcement of a strategic partnership with Anthropic (as well as a chipmaker I’ll get to next).
None of this has immunized MSFT from the sector’s pain. In fact, even though it rebounded somewhat with the rest of the market in spring, it’s still mired in a bear market and is off 18% year-to-date.
And yet, Microsoft is among the best-loved tech stocks on Wall Street, currently boasting 53 Buys against three Holds and no Sells.
“We expect Microsoft to continue expanding its enterprise wallet share driven by platform vendor consolidation and a widening addressable market opportunity as AI copilots and agents begin to eat into labor budgets,” say William Blair analysts, who rate the stock at Outperform.
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The partnership with Anthropic bodes well for Microsoft, too.
“We believe Microsoft’s CoPilot Cowork could prove to be a catalyst for Microsoft’s tepid CoPilot efforts as Microsoft partners with Anthropic to offer Microsoft branded Cowork agent capabilities within its office suite” says HSBC’s Stephen Bersey, Head of US Technology Research, who rates the stock at Buy. “Despite CoPilot being one of the first AI tools aimed at enterprise productivity, we estimate that it is purchased by less than 3% of Microsoft 365 subscribers. However, Microsoft has long standing ties with enterprises and Microsoft Office sits at the center of knowledge work, representing a key position to expand upon. Thus, we think that Anthropic’s Claude Cowork could prove to be a significant catalyst to Microsoft’s CoPilot efforts and potentially bolster both companies’ revenue growth.”
Another way in which Microsoft is on the bleeding edge of AI is through a new generation of AI data centers.
“Microsoft has made headlines for Fairwater—a large-scale, purposefully designed distributed network of AI data centers, [leveraging] sophisticated silicon and cooling techniques that require near-zero water waste,” says Goldman Sachs analyst Kash Rangan (Buy). “Microsoft is planning to take on massive training workloads that can cover hundreds of thousands of GPUs. With shorter-than-usual cable lengths coupled with AI WAN, Microsoft can connect multiple distributed data centers to do training in one cohesive swoop. Therefore, millions of GPUs can be involved in a single training run. This leads to lower latency and greater power density, thereby creating the perfect recipe to train larger models in the future.
Revenue projections for fiscal 2026 are currently in the mid-teens, while the pros see profits climbing by 16% annually over the longer term. That, as well as the overwhelming Buy camp, puts MSFT among the best tech stocks to buy in 2026 despite its recent woes.
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Best Tech Stock #4: Broadcom

- Industry: Semiconductors
- Market capitalization: $1.8 trillion
- Dividend yield: 0.7%
- Consensus analyst rating: 1.33 (Strong Buy)
Broadcom (AVGO) is one of the world’s largest semiconductor companies. It designs, develops, manufactures, and supplies semiconductor and infrastructure software products for a wide variety of uses, including (but hardly limited to) artificial intelligence (AI), data centers, networking, wireless, storage, and industrial automation.
The company has been an innovator in its own right, but you can also chalk up much of its scale to a history of aggressive merger-and-acquisition (M&A) activity. The company—itself the product of a 2016 merger between Broadcom Corporation and Avago Technologies (hence the AVGO ticker)—has swallowed up the likes of LSI Corporation, Brocade, CA Technologies, VMware, and Symantec’s enterprise security business.
Regardless of how it got there, the resulting entity is one of Wall Street’s most beloved chip stocks, at 44 Buys, just four Holds, and zero Sells. They also see robust annual long-term earnings growth of more than 45%.
“We believe AVGO has one of the most strategically and financially attractive business models in semiconductors,” say Oppenheimer analysts, who rate the stock at Outperform. Among the reasons they love Broadcom are a “sustained competitive advantage in the high-end filter market, a ‘sticky’ non-mobile business, efficiently managed manufactury, and substantial earnings and free cash flow growth.”
That bullishness for 2026 came despite a drop into bear-market territory in 2025 that has continued into the new year, prompted by the company’s warning about AI chip sales cutting into its gross profit margins. But the pros remained unfazed, and AVGO has returned to bull-market territory.
“We think Broadcom’s market opportunity to address AI infrastructure continues to broaden, which is evident by a growing breadth of multi-gigawatt supply agreements with key cloud infrastructure providers,” says BNP Paribas Equity Research senior analyst Karl Ackerman. “Further, a cyclical recovery in non-AI semis and a growing subscription software business supports industry-leading profitability and [free cash flow] generation.”
Also worth noting is AVGO’s rapidly growing dividend, which has doubled in just the past five years alone. That puts Broadcom not just among the best tech stocks to buy, but also the best dividend-growth stocks to buy, too.
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Best Tech Stock #3: Nvidia

- Industry: Semiconductors
- Market capitalization: $5.0 trillion
- Dividend yield: 0.5%
- Consensus analyst rating: 1.29 (Strong Buy)
Nvidia (NVDA) is the world’s top chip stock thanks to its dominance in semiconductors that are used in cutting-edge technologies. Applications for this firm’s hardware include self-driving cars, cryptocurrency mining, and other in-demand and growth-oriented areas of the 21st century economy.
But No. 1 with a bullet is the artificial intelligence market.
On the one hand, Nvidia believes AI infrastructure can become a $3 trillion to $4 trillion opportunity over the next half-decade. On the other hand, many investors are starting to wonder whether AI is in a bubble, pointing to privately held OpenAI’s massive capacity commitments that seem to dwarf its actual size, as well as so-called circular funding.
“NVDA argues that the ground truth dynamics are not bubble-like, because three separate demand drivers are in play: (1) the transition of general purpose compute from CPU to parallel (GPU) compute; (2) the growth of generative AI replacing classic machine learning; (3) the rise of argentic AI,” says Truist Managing Director William Stein (Buy). “There is another argument that we see as even more compelling. We see the telltale sign of a bubble as gear that has been ordered or shipped for which there is no operational or economic value. On its conference call, NVDA noted that its A100 chips, which began shipping six years ago, are all still in the field and are running at 100% utilization. We believe this is the clearest indication that we are not in a bubble … at least not yet.”
That’s not to say there won’t be bumps. Indeed, NVDA nearly fell into bear-market territory in late 2025, though the stock has since recovered somewhat and finished the year up nearly 40%. 2026 has been an up-and-down year, too, though Nvidia’s shares currently sit around 10% in the black.
Regardless, Wall Street’s pros remain unflinchingly optimistic about the stock, with NVDA boasting a whopping 55 Buy calls, two Holds and one Sell. They largely expect AI’s specialization to continue the red-hot growth at Nvidia. Analysts see revenue growth averaging roughly 55% to 60% across the next two years, and long-term earnings growth at a clip of nearly 40%. Indeed, NVDA sits on our list of the market’s best growth stocks right now, too.
One last thing to note: Nvidia has paid a dividend since November 2012. However, for most of that time, it was a nominal penny per share quarterly that yielded less than a tenth of a percent. But in May 2026, the company unleashed a massive 2,400% increase to the distribution, to 25¢ quarterly. While the yield is still only 0.5%, consider this: An investor who bought the stock at around $29 per share near the start of 2022 is now enjoying a yield of more than 3%.
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Best Tech Stock #2: Arista Networks
- Sector: Technology
- Market cap: $207.2 billion
- Dividend yield: N/A
- Consensus analyst rating: 1.27 (Strong Buy)
Arista Networks (ANET) delivers client-to-cloud networking solutions, primarily for large-scale datacenters, cloud providers, and enterprise environments. That makes it a critical provider of artificial intelligence (AI) infrastructure. Their offerings include high-speed Ethernet switches, the extensible Operating System (EOS), and network management software like CloudVision.
And Arista’s positioning in technology’s most important trends has Wall Street unanimously bullish on the stock right now: All of ANET’s 30 covering analysts rate shares at Buy.
“Arista is benefiting from accelerating [cloud service provider] and enterprise demand and strengthening in cloud-based data center networking in support of large language models, multimodal models, inference, agentic AI, and other AI-driven areas,” says Argus analyst Jim Kelleher, who rates the stock at Buy. “The Cloud Titan category, capturing the largest CSPs and hyperscalers, rose by 30% in 2025, matching the 2024 growth rate. We expect Cloud Titan demand to sustain mid-double-digit growth in 2026. In the AI & Specialty Provider category, which includes neoclouds, along with large cloud companies such as Apple Inc. and Oracle Corp., revenue soared 49% in 2025. We are modeling continued mid-double-digit growth in this category for 2026.”
After the company issued cautious 2026 guidance earlier in May, William Blair analysts said “we would take advantage of the weakness.”
“Arista remains a leading AI infrastructure provider, counting on strong relationships with the hyperscalers, a growing order backlog, and multiple AI networking tailwinds,” says William Blair, which rates the stock at Outperform.
ANET shares have already advanced by a little more than 20% so far in 2026, and Wall Street’s consensus price target implies another 15% or so of headroom over the next 12 months. Meanwhile, long-term profit growth estimates are pegged at about 17% annually.
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Best Tech Stock #1: Allegro MicroSystems

- Industry: Semiconductors
- Market capitalization: $9.3 billion
- Dividend yield: N/A
- Consensus analyst rating: 1.25 (Strong Buy)
Yes, another semiconductor company. The best-rated tech stocks, especially near the top, are dominated by chipmakers.
Allegro MicroSystems (ALGM) designs, develops, manufactures, and markets integrated circuits (ICs) for intelligent sensing and power. The company’s products can be found all over your vehicle—in the HVAC, infotainment systems, lighting, seat electronics, braking, steering, even engine management and transmission. But its products also have industrial applications (automation, data centers, clena energy), as well as consumer applications (appliances, computers, gaming, even garden tools).
ALGM has been on a tear alongside much of the rest of the semiconductor community. However, in this case, that’s actually an exception to the rule. Allegro went public in late 2020. It enjoyed an initial burst across its first couple months of trading, but in the five or so years since, the stock has delivered short-term ups and downs, but long-term lethargy.
But you can’t find a more dedicated bull camp. A dozen analysts cover the stock currently, and every last one of them sees ALGM as a buy. Moreover, they see the company generating 29% average annual earnings growth over the next few years.
What gives?
“Allegro has re-oriented around four core secular growth areas: autos’ ADAS [advanced driver assistance systems] and electrification, and industrial data center and robotics,” says UBS analyst Timothy Arcuri, who rates the stock at Buy. “The sales organization has restructured around end markets rather than regionally, and management has cut R&D spending on non-secular sockets to invest more in industrial secular growth and manufacturing cost efficiency while maintaining auto secular growth sockets at the current level.”
What do those growth opportunities look like? Jefferies analysts say that those markets represented a combined SAM (serviceable available market, which is the part of total addressable market a company can realistically address based on its current operations) of $8.4 billion that’s growing at a 21% annual rate.
“Together, these initiatives underpin a higher long‑term growth profile across Automotive and Industrial, with meaningful upside tied to humanoid robotics should emerging industry trends follow through,” say the analysts, who also rate Allegro at Buy.
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Tech Stocks: Frequently Asked Questions (FAQs)

Is technology the best sector in the stock market?
Technology stocks regularly are among the best-performing stocks on Wall Street, and they historically beat the broader S&P 500 index. But that should not be misunderstood to mean that the tech sector is a sure thing. For instance, the technology sector slumped by 28.2% in 2022—more than 10 percentage points worse than the broader market.
In other words, there are lots of reasons to like technology stocks and the tech sector. But there’s no such thing as a sure thing when it comes to investing.
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Are there any downsides to investing in tech companies?
Many tech companies can be quite volatile as they pursue their long-term potential, often at the cost of short-term profits—or even short-term stock performance. One of the most common downsides of investing in tech stocks is that they can move up and down much more dramatically than sleepy sectors such as utility stocks or consumer staples.
That’s also what makes them popular stocks to buy, however. Those big moves are great when they are in an investor’s favor. Just be aware that the big downside of investing in tech companies is … well, the potential for bigger downsides.
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