In this article, we will look at the 10 Best Young Tech Stocks to Buy.
On December 19, Ben Narasin, founder at Tenacity Venture Capital, appeared on a CNBC television interview to discuss the outlook for IPOs in 2026. Narasin noted that he expected 2025 to be the big blowup year for tech IPOs. However, that prediction didn’t pan out as he expected, but Narasin highlighted that 2025 was still a good year, with some very good companies raising huge amounts of capital. He noted that 2026 is going to be phenomenal. He added that bankers and venture capital firms are eager to fund tech companies that are expected to go public in the next calendar year.
Narasin highlighted that the tech IPO is finally bursting, and when this happens, some really good companies come ahead to reset the IPO landscape. He sees Anthropic and SpaceX among the best names that are expected to go public in 2026.
While answering the all-important question regarding the AI bubble, Narasin noted that he sees the bubble situation as more of a natural cycle. He added that whenever the world is going through a major technological revolution, it attracts a lot of excitement. However, a lot of the companies trying to add value in the revolution don’t make it, resulting in a bloodbath, but the few that are able to pull through become tremendous.
With that, let’s take a look at the 10 Best Young Tech Stocks to Buy.
Our Methodology
To curate the list of 10 Best Young Tech Stocks to Buy, we used the Finviz stock screener, WSJ, and Insider Monkey’s Q3 2025 hedge fund database. Using the screener, we aggregated a list of young tech stocks that have had their IPO in the last 2 years and sorted the list by market capitalization. Next, we cross-checked the market capitalization from WSJ and ranked the stocks in ascending order of the number of hedge fund holders sourced from Insider Monkey’s database.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10 Best Young Tech Stocks to Buy
10. SailPoint, Inc. (NASDAQ:SAIL)
Market Capitalization: $11.87 billion
Number of Hedge Fund Holders: 25
SailPoint, Inc. (NASDAQ:SAIL) is one of the Best Young Tech Stocks to Buy. On December 18, SailPoint, Inc. (NASDAQ:SAIL) announced the integration of its SailPoint Identity Security Cloud with the CrowdStrike Falcon platform.
Management noted that the integration connects the identity management with advanced threat detection tools. This will enable organizations to spot and respond to identity-related risks, including compromised accounts or unusual access patterns, more effectively. The integration links SailPoint, Inc. (NASDAQ:SAIL) governance tools with CrowdStrike’s Falcon Next-Gen Identity Security, Falcon Next-Gen SIEM, and Falcon Fusion SOAR.
That said, on December 11, Keith Bachman from BMO Capital maintained a Buy rating on SailPoint, Inc. (NASDAQ:SAIL) with a price target of $25. The analyst based his bullish rating on the company’s fiscal Q3 2026 earnings released on December 9.
The company grew its revenue by 19.84% year-over-year to $281.94 million, surpassing estimates by $11.41 million. Moreover, the EPS of $0.08 also topped estimates by $0.02. Management attributed the earnings beat to a 22% increase in Subscription revenue, which reached $266 million. Notably, SailPoint, Inc. (NASDAQ:SAIL) also surpassed $1 billion in ARR, as total ARR reached $1.040 billion, reflecting a 28% year-over-year increase.
Bachman found the fiscal Q1 2026 ARR beat to be smaller than the previous two quarters. However, the analysts remain optimistic that the January quarter will provide further support for the company’s shares in the near-term. Moreover, Bachman also highlighted the company’s strong pipeline, which is benefiting from ongoing migrations and new product cross-selling opportunities.
SailPoint, Inc. (NASDAQ:SAIL) provides identity security solutions that manage and secure access to corporate networks and data. It uses AI and machine learning to automate processes like granting appropriate access to the right users and machine identities at the right time.
9. Pony AI Inc. (NASDAQ:PONY)
Market Capitalization: $6.09 billion
Number of Hedge Fund Holders: 27
Pony AI Inc. (NASDAQ:PONY) is one of the Best Young Tech Stocks to Buy. On December 16, Jiong Shao from Barclays initiated Pony AI Inc. (NASDAQ:PONY) with a Hold rating and a $15 price target. A day earlier, on December 15, Eugene Hsiao from Macquarie also initiated coverage on the stock with a Buy rating and a $29 price target.
Analyst Shao of Barclays noted that they remain optimistic regarding the future potential of robotaxis. He added that most of the robotics technology in China is ready, and the firm also sees a viable business model for these technological advancements. However, despite this, the company assigned an Equal Weight rating, noting that the challenges of this industry can not be overlooked.
On the other hand, Hsiao of Macquarie is bullish on the Chinese autonomous driving industry. He expects 2026 to be an important inflection point where robotaxis transition from pilot projects to viable commercial businesses. In this scenario, the firm sees Pony AI Inc. (NASDAQ:PONY) as a leader in the industry. He added that the positive sign for the company is that its biggest challenge right now is regulation rather than technology.
In addition, the firm also highlighted that Pony AI Inc. (NASDAQ:PONY) has to focus on establishing its presence in Tier-1 Chinese cities before expanding to other cities. The analyst noted that this strategy will help the company in lifting daily fares per vehicle, which will, in return improve the unit economics.
Pony AI Inc. (NASDAQ:PONY) is a leading autonomous mobility technology company. The company leverages its Virtual Driver technology, a full-stack autonomous driving technology that utilizes the company’s proprietary software, hardware, and services, to enable the large-scale production and deployment of autonomous vehicles.
