In this article, we discuss the fastest growing tech stocks to invest in. The global tech sector is entering a period of concentrated, software‑driven growth that isn’t just bigger than the last cycle, it’s structurally different. Worldwide IT spending is projected to hit roughly $5.7 trillion in 2025, but the composition of that spending matters far more than the headline number. Hardware’s share continues to compress, while software, cloud services, AI infrastructure, and enterprise platforms are absorbing the lion’s share of new budgets. Gartner estimates that software alone will clear $1 trillion in annual spend this year, growing at roughly 14% year-over-year, while cloud-related services are on track to exceed $2.3 trillion by 2030. This isn’t incremental digitization anymore; we’ve crossed into systemic dependence.
Three structural forces are driving this acceleration. First, AI is collapsing old cost structures across sectors, and enterprises are racing to build competitive moats. IDC expects global AI investment to compound at approximately 29% annually through 2028, which effectively makes software the default delivery channel for intelligence.
Second, the data explosion is reaching a critical scale. Global data creation is expected to reach nearly 200 zettabytes in 2025, doubling within three years. Every byte generated pushes up demand for analytics, cloud storage, data-driven workflows, and vertical SaaS models optimized around high-frequency inference rather than simple record-keeping. Third, modernization tailwinds are stacking: CFOs are reallocating spend away from on‑prem infrastructure and legacy ERP systems toward cloud-native platforms, workflow automation, and AI‑enhanced productivity suites.
That’s why the industry’s center of gravity is shifting. Instead of a world where “tech” meant physical infrastructure, we now have a software‑led stack where platforms, APIs, and distributed compute define competitiveness.
Markets are already reflecting this transition. The S&P 500 Information Technology Index has climbed nearly 14% year-to-date, powered by both the “Magnificent Seven” and a long tail of mid‑cap software names capitalizing on AI-native adoption curves. The rerating isn’t just about hype; it’s pricing in a rewired economy where code, not capital expenditure, defines margins.
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Beyond the headline numbers, the sector’s forward momentum is being reinforced by an unprecedented capital build‑out. IDC projects global spending on AI infrastructure alone will surpass $223 billion by 2028, with 82% of that delivered through cloud platforms. Big Tech is accelerating this trend; Amazon, Microsoft, Alphabet, and Meta are collectively expected to invest over $300 billion in AI and cloud infrastructure in 2025, surpassing previous investment cycles.
Meanwhile, Gartner forecasts data center systems spending will surge 42% year‑over‑year in 2025, driven by AI‑optimized compute demand. The implication is clear: the boundary between software and infrastructure is dissolving. The firms that dominate the next decade won’t just deliver applications; they’ll own the intelligent systems underpinning the modern economy.
For investors, the opportunity is asymmetric. The fastest-growing names aren’t just riding a cyclical upswing, they’re at the intersection of structural demand shifts, where cloud, AI, and data integration converge into essential infrastructure. Over the next decade, the most durable growth in tech won’t come from selling more hardware; it will come from building the intelligent systems every company now needs to compete.
Source: Photo courtesy of Pixabay
Our Methodology
For our list of the fastest growing tech stocks to invest in, we picked stocks from the tech industry that had the highest year-over-year revenue growth, provided that they satisfied our condition that their 3Y revenue CAGR was above 25% to rule out any flukes. We also considered their year-over-year EPS growth. We picked the year-over-year revenue growth and 3-Year revenue CAGR values for these stocks from stockanalysis.com and the year-over-year EPS growth values from MacroTrends.
We assigned a weightage of 0.7 for revenue growth and 0.3 for EPS growth. We ranked the stocks on each of the two metrics, calculated a weighted average of these rankings for each stock, and then adjusted the final standings accordingly.
Many of these companies report negative EPS growth year-over-year, but this is not unusual for fast-growing tech stocks. In this stage of their lifecycle, profitability often takes a back seat to market expansion. These firms typically reinvest aggressively in R&D, infrastructure, customer acquisition, and strategic hires, choosing to sacrifice short-term earnings in exchange for long-term dominance. While this approach suppresses EPS in the near term, their rapid revenue growth and scalable business models are designed to convert these investments into operating leverage and eventual profitability once growth stabilizes.
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10. Toast, Inc. (NYSE:TOST)
Revenue Growth YoY: 26%
EPS Growth YoY: -252%
Revenue Growth Ranking: 9
EPS Ranking: 10
Weighted Average Ranking: 9.3
Toast Inc. (NYSE: TOST) is one of the fastest growing tech stocks to invest in. On August 6, 2025, multiple analysts updated their ratings on the company following its continued product momentum and expanding market reach. JP Morgan maintained a Neutral rating on the stock while raising its price target from $42 to $52, citing steady operational performance. Goldman Sachs also reiterated its Neutral stance and lifted its price target to $51, noting solid software and payments growth but maintaining caution due to broader market uncertainties.
Meanwhile, Canaccord Genuity expressed stronger confidence in Toast’s trajectory, reaffirming a Buy rating and increasing its price target from $48 to $54. The firm highlighted sustained demand across Toast’s hardware and digital solutions, alongside continued adoption of its point-of-sale systems in restaurants and hospitality businesses.
Toast Inc. (NYSE: TOST) is a Boston-based technology company that builds a cloud-powered platform designed specifically for restaurants. Its software integrates point-of-sale systems, digital ordering, payment processing, marketing tools, and analytics into a single ecosystem.
9. Zscaler (NYSE:ZS)
Revenue Growth YoY: 25.46%
EPS Growth YoY: -50%
Revenue Growth Ranking: 10
EPS Ranking: 6
Weighted Average Ranking: 8.8
ZS (NASDAQ: ZS) is one of the fastest-growing technology stocks to invest in. On August 20, 2025, Zscaler announced an expanded partnership with CrowdStrike and its newly acquired subsidiary Red Canary to supercharge AI‑driven security operations. Integrating Zscaler’s Zero Trust Exchange platform, CrowdStrike’s Falcon, and Red Canary’s agentic‑AI managed detection and response gives organizations a unified, cloud‑native defense layer that replaces clunky legacy endpoint tools. By fusing rich user context, deep endpoint visibility, and lightning‑fast threat response, the alliance promises dramatically improved detection accuracy and streamlined workflows.
Raj Judge of Zscaler emphasized that this trio shares a vision for seamless digital transformation through best‑of‑breed automation and customer‑first innovations. Daniel Bernard emphasized delivering standardized security architectures, real-time threat detection, lightning-fast response, and confidence from Falcon’s AI-native platform.
Brian Beyer of Red Canary said clients are seeing transformative gains in operational efficiency. Meanwhile, on August 12, 2025, Zscaler quietly rolled out protection for five critical Windows elevation‑of‑privilege vulnerabilities as part of Microsoft’s August patch cycle—demonstrating the firm’s commitment to proactive defense.
Zscaler (NASDAQ:ZS), headquartered in San Jose, California, is a leader in cloud security solutions, offering its flagship Zero Trust Exchange platform to connect users, devices, and applications securely across the globe while staying ahead of evolving cyber threats.
8. Oddity Tech Ltd. (NASDAQ:ODD)
Revenue Growth YoY: 26.12%
EPS Growth YoY: 26%
Revenue Growth Ranking: 8
EPS Ranking: 5
Weighted Average Ranking: 8
Oddity Tech Ltd. (NASDAQ: ODD) is one of the fastest growing tech stocks to invest in. On August 5, 2025, the company reported strong second-quarter results that underscored its accelerating growth. Oddity generated $241 million in Q2 revenue, up 25% year-over-year, driven by robust e-commerce performance and rapid international expansion. Following the results, management raised its full-year revenue forecast to between $799 million and $804 million, implying 23% to 24% annual growth.
International growth remains a key driver, with successful launches in the UK, Canada, Australia, and Germany, along with early testing in France and Spain. Oddity is also deepening its push into skincare, which now contributes 40% of Il Makiage’s revenue. To capture additional demand, the company confirmed plans to launch a third brand focused on dermatology-grade products in the fourth quarter of 2025, positioning itself to expand further into the premium beauty segment.
Oddity Tech Ltd. (NASDAQ: ODD) is a consumer technology company that employs AI, data science, and machine learning to develop and market digital-first beauty and wellness brands, including Il Makiage and SpoiledChild, integrating technology into personalized product experiences.
7. GitLab Inc. (NASDAQ:GTLB)
Revenue Growth YoY: 29.3%
EPS Growth YoY: -103%
Revenue Growth Ranking: 5
EPS Ranking: 8
Weighted Average Ranking: 5.9
GitLab Inc. (NASDAQ: GTLB) is one of the fastest-growing tech stocks to buy. On August 6, 2025, the company announced a three-year strategic collaboration agreement with Amazon Web Services (AWS) to expand its GitLab Dedicated service. The partnership focuses on delivering secure, enterprise-grade DevSecOps capabilities to companies in highly regulated industries, including finance, government, and healthcare.
The agreement will integrate AWS infrastructure into GitLab Dedicated, providing enterprise customers with greater control over compliance requirements, data residency, and scalability. By aligning its platform with AWS’s global footprint, GitLab is positioning itself to win a larger share of enterprise DevSecOps spending while strengthening its role in security-focused development pipelines.
GitLab Inc. (NASDAQ: GTLB) is one of the largest DevSecOps platform providers. It combines software development, security, and deployment in a single cloud-based solution. Its platform helps enterprises streamline operations and build secure, compliant applications faster.
6. SentinelOne, Inc. (NYSE:S)
Revenue Growth YoY: 28%
EPS Growth YoY: 31%
Revenue Growth Ranking: 6
EPS Ranking: 4
Weighted Average Ranking: 5.4
SentinelOne Inc. (NYSE: S) is one of the fastest growing tech stocks to invest in. On August 5, 2025, the company announced a definitive agreement to acquire Prompt Security, a cutting-edge startup specializing in securing generative AI applications. The deal, valued at approximately $250 million, will be completed using a mix of cash and stock and is expected to close in SentinelOne’s third fiscal quarter of 2026, pending regulatory approvals and customary closing conditions.
The acquisition strengthens SentinelOne’s Singularity platform by integrating Prompt Security’s capabilities, which protect against prompt injection, data leakage, and model misuse in real time. This move positions SentinelOne as one of the few cybersecurity companies directly addressing the growing risks around enterprise AI deployments. The company plans to deliver model-agnostic protection across platforms, including OpenAI, Anthropic, and on-premise systems, providing enterprises with more visibility and control over their AI usage policies.
SentinelOne Inc. (NYSE: S) is a leading cybersecurity company recognized for its AI-powered Singularity platform, which provides autonomous endpoint protection, cloud security, and identity solutions designed to safeguard modern enterprise infrastructure.
5. Cloudflare, Inc. (NYSE:NET)
Revenue Growth YoY: 27%
EPS Growth YoY: 275%
Revenue Growth Ranking: 7
EPS Ranking: 1
Weighted Average Ranking: 5.2
Cloudflare Inc. (NYSE: NET) is one of the fastest growing tech stocks to invest in. On August 1, 2025, Scotiabank analyst Patrick Colville raised the firm’s price target on Cloudflare from $135 to $200 while maintaining a “Sector Perform” rating. The move followed Cloudflare’s strong second-quarter performance, which Colville described as “stellar,” citing evidence of robust product-market fit across its expanding platform.
Colville highlighted Cloudflare’s deepening role in the AI infrastructure ecosystem, noting that companies like OpenAI have designated Cloudflare as a key sub-processor. He also emphasized the company’s growing positioning as an essential enabler of secure, fast, and AI-ready internet infrastructure. However, Scotiabank tempered its optimism slightly, noting that the adoption of Cloudflare’s Zero Trust/SASE and edge compute solutions among enterprises outside the tech sector remains limited. Despite this, Colville indicated that Cloudflare’s continued momentum could accelerate adoption beyond its core base of tech-driven customers.
Cloudflare Inc. (NYSE: NET) is an internet infrastructure and cybersecurity company providing services like content delivery, network security, AI-powered tools, and developer solutions. It powers around 20% of global internet traffic and continues expanding its capabilities as enterprises adapt to the demands of an AI-driven web.
4. Samsara Inc. (NYSE:IOT)
Revenue Growth YoY: 31.7%
EPS Growth YoY: -57%
Revenue Growth Ranking: 4
EPS Ranking: 7
Weighted Average Ranking: 4.9
Samsara Inc. (NYSE: IOT) is one of the fastest-growing technology stocks to buy. On August 22, 2025, TD Cowen analyst Derrick Wood reaffirmed a “Buy” rating on Samsara, highlighting strong momentum in product adoption and subscription growth. Wood pointed to consistent increases in annual recurring revenue (ARR) and the rising uptake of features like asset tagging, which have expanded the platform’s relevance across multiple industries.
The analyst also noted Samsara’s success in scaling its sales organization, which continues to support healthy customer acquisition and retention trends despite broader valuation headwinds in the tech sector. In addition, RBC Capital maintained its “Buy” rating, reinforcing investor confidence in Samsara’s growth strategy and execution. These endorsements come as Samsara continues expanding its AI-powered Connected Operations platform, which integrates data from vehicles, equipment, and facilities to improve safety, efficiency, and operational visibility.
Samsara Inc. (NYSE: IOT) offers a single integrated platform for managing physical operations, combining IoT hardware, AI-driven insights, and cloud-based software to help businesses optimize performance across transportation, logistics, and industrial environments.
3. Reddit Inc. (NYSE: RDDT)
Revenue Growth YoY: 70%
EPS Growth YoY: -168%
Revenue Growth Ranking: 1
EPS Ranking: 9
Weighted Average Ranking: 3.4
Reddit Inc. (NYSE: RDDT) is one of the fastest growing tech stocks to invest in. The company is shifting its strategy significantly after CEO Steve Huffman outlined plans in the company’s Q2 shareholder letter in early August 2025. The focus is on turning Reddit into a search-first platform. The app is being rebuilt around a single search bar, and Reddit Answers, an AI tool trained on community discussions, is rolling out to deliver direct summaries from millions of threads. Internal search usage has already surpassed 70 million weekly active users, a sign that the platform is solidifying its role as an information hub. Huffman said the goal is simple: make Reddit the go-to place for real-time, community-driven answers, rather than just a site people tack onto a Google query.
The company is also putting weight behind international expansion while refining its ad technology to extract more value from its vast pool of user data. With search, AI integration, and monetization all converging, Reddit is positioning itself to compete more directly in the information discovery space while striving for stronger engagement among its 500 million monthly users.
Reddit Inc., founded in 2005 and based in San Francisco, operates one of the largest online discussion networks, hosting thousands of interest-driven communities.
2. Palantir Technologies Inc. (NASDAQ: PLTR)
Revenue Growth YoY: 38.7%
EPS Growth YoY: 78%
Revenue Growth Ranking: 3
EPS Ranking: 3
Weighted Average Ranking: 3
Palantir Technologies Inc. (NASDAQ: PLTR) is one of the fastest-growing tech stocks. On August 5, 2025, the company signed a licensing agreement with Fujitsu Japan to integrate its Palantir AIP platform into Fujitsu’s Uvance framework. The deal, announced publicly on August 19, gives Fujitsu the right to distribute Palantir’s generative AI solutions to enterprise clients across Japan.
The move deepens Palantir’s footprint in Asia and positions AIP as a core layer in Fujitsu’s enterprise stack. By embedding Palantir’s tools into Uvance, Fujitsu plans to deploy AI-driven workflows in industries like finance, logistics, and manufacturing, tapping into a market expected to see double‑digit annual growth in AI adoption. For Palantir, the partnership provides immediate access to Fujitsu’s client network and expands its monetization channels in a region where competitive positioning around applied AI is accelerating.
Founded in 2003 and headquartered in Denver, Colorado, Palantir Technologies Inc. (NYSE: PLTR) builds data integration and analytics platforms used by governments, defense agencies, and corporations worldwide. The company is best known for its Gotham platform, widely adopted in counterterrorism and defense, and Foundry, which powers data-driven decision-making for commercial clients.
1. Zeta Global Holdings Corp. (NYSE: ZETA)
Revenue Growth YoY: 40.6%
EPS Growth YoY: 94%
Revenue Growth Ranking: 2
EPS Ranking: 2
Weighted Average Ranking: 2
Zeta Global Holdings Corp. (NYSE: ZETA) is one of the fastest growing tech stocks to invest in. On August 7, 2025, Goldman Sachs raised its price target on the company from $16 to $18 while maintaining a Neutral rating. Analyst Gabriela Borges highlighted Zeta’s strong second quarter, where revenue climbed 25% year-over-year to $308.4 million, exceeding consensus estimates of around $296.7 million.
The company also narrowed its net loss to $12.8 million, or $0.06 per share, compared to a $28 million loss, or $0.16 per share, in the same quarter last year. Despite the solid earnings beat and higher guidance, Goldman Sachs remained cautious due to concerns over Zeta’s ongoing capital expenditure cycle and uncertainty regarding shareholder returns, which kept the rating from being upgraded to Buy.
The raised price target reflects Goldman’s acknowledgment of operational improvements while signaling a watchful stance on financial strategy moving forward.
Zeta Global Holdings Corp. (NYSE: ZETA), based in New York, is a data-driven marketing technology company that leverages artificial intelligence to help brands acquire, grow, and retain customers by providing personalized consumer insights and omni-channel engagement solutions.
While we acknowledge the potential of ZETA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ZETA and that has 100x upside potential, check out our report about this cheapest AI stock.
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