In this article, we will discuss the 10 Hot Tech Stocks to Buy According to Analysts.
On June 1, Ruchir Sharma, Rockefeller International Chairman and Breakout Capital Founder & CIO, joined CNBC’s ‘Squawk Box’ to discuss cracks in the foundation of the current market highs, state of the AI boom, and fears of an AI bubble. While proponents argue that current market conditions differ from the dotcom bubble because contemporary companies are profitable, Sharma presented a different perspective based on three key factors.
First, Sharma explained that the current environment is mathematically linked to the government running a fiscal deficit of 6% of GDP. He noted that high corporate savings are a mirror image of this deficit, effectively acting as an income transfer from the public to the private sector that artificially boosts corporate profits.
Second, he argued that the dotcom boom is often remembered unfairly; at that time, earnings growth for the tech sector was quite similar to what is seen today, as companies were actively making investments. Third, he highlighted that funding structures have shifted significantly. In the past, companies relied on public markets and IPOs for funding.
Today, massive funding occurs in private markets, allowing loss-making companies to remain private for much longer before entering public markets, a category that includes entities like OpenAI, Anthropic, and SpaceX.
Our Methodology
We used screeners to identify tech stocks that have gained at least 60% over the past 6 months and had an average upside potential of at least 25%. We then limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Note: All data was sourced on June 5.
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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
10 Hot Tech Stocks to Buy According to Analysts
10. nLIGHT Inc. (NASDAQ:LASR)
Average Upside Potential: 27.56%
nLIGHT Inc. (NASDAQ:LASR) is one of the hot tech stocks to buy according to analysts. On May 7, nLIGHT launched HADES, a new family of high-energy laser effectors designed for modern directed energy weapon systems. Built on the company’s vertically integrated manufacturing and beam-combination technology, the scalable portfolio provides mission-ready capabilities for land, sea, air, and space domains.
The HADES architecture features integrated atmospheric correction and coherent beam combination to deliver superior lethality, beam brightness, and reliability. The 70kW-class system, the first in the family, is currently available to enhance air and missile defense missions, including counter-UAS and C-RAM operations.
Engineered for rapid deployment and operational scale, HADES offers a cost-effective, deep-magazine alternative to traditional kinetic interceptors. This launch underscores nLIGHT Inc.’s (NASDAQ:LASR) commitment to advancing layered defense strategies, providing a production-ready roadmap that scales from tens of kilowatts to future multi-hundred-kilowatt and megawatt applications.
nLIGHT Inc. provides semiconductor and fiber lasers for aerospace and defense, microfabrication, and industrial applications. The company operates through the Laser Products and Advanced Development segments.
9. Silvaco Group Inc. (NASDAQ:SVCO)
Average Upside Potential: 28.32%
Silvaco Group Inc. (NASDAQ:SVCO) is one of the hot tech stocks to buy according to analysts. On May 19, Silvaco announced the immediate availability of its Mixel MIPI C-PHY/D-PHY Combo Universal IP on TSMC’s N2P process. This new solution is the industry’s first to support MIPI D-PHY v3.6 with embedded clock mode/ECM, offering significant improvements in power efficiency, area, and EMI performance.
The combo IP is specifically optimized for space-constrained applications like AR glasses and wearables. By leveraging the latest MIPI specifications, it achieves high data throughput with 25% fewer wires than standard solutions, allowing for tighter integration within ultra-compact form factors without sacrificing signal performance.
This release reflects Silvaco’s continued commitment to providing high-performance IP on leading-edge semiconductor nodes. With a design optimized for low power, low leakage, and minimal heat dissipation, the solution offers a robust, silicon-proven connectivity option for developers targeting next-generation mobile, automotive, and high-performance computing markets.
Silvaco Group Inc. provides AI-enabled TCAD, EDA, and SIP solutions for global semiconductor design. Its software enables digital twin modeling and process optimization across diverse markets, including automotive, 5G/6G, and HPC.
8. FatPipe (NASDAQ:FATN)
Average Upside Potential: 30.51%
FatPipe (NASDAQ:FATN) is one of the hot tech stocks to buy according to analysts. On May 18, FatPipe reported strong results for FQ4 2026, highlighted by a 90% year-over-year revenue increase to $7.2 million. For the full fiscal year, the company achieved $19.2 million in revenue, an 18% growth over the previous year, alongside a 154% increase in net income to $5.0 million.
The company’s quarterly performance was bolstered by a 56% growth in monthly recurring billings, reflecting sustained demand for its secure SD-WAN and cybersecurity solutions. With an adjusted EBITDA margin of approximately 28% for the fiscal year, FatPipe demonstrated significant operating leverage while continuing to invest in technology innovation and channel expansion.
Management attributed these results to successful pipeline conversion and a growing market preference for resilient, high-performance network alternatives. As FatPipe enters FY27, the company remains focused on disciplined execution and scaling its recurring software and security revenue to support the modernization of complex enterprise networks.
FatPipe pioneered SD-WAN and hybrid WAN technology, enabling companies to manage multi-link network traffic independently of ISPs. Supported by 13 US patents and 200+ resellers, the company also offers an integrated single-stack cybersecurity solution.
7. Viavi Solutions (NASDAQ:VIAV)
Average Upside Potential: 36.67%
Viavi Solutions (NASDAQ:VIAV) is one of the hot tech stocks to buy according to analysts. On May 4, Viavi Solutions launched AI Experts, a new suite of task-specific intelligent agents integrated directly into its lab and field testing platforms. By embedding contextual guidance and automated workflows into tools like the OneAdvisor 800, TM500, and TeraVM, the company aims to simplify complex testing processes and improve diagnostic precision for wireless network engineers.
Each AI Expert uses curated agents to automate configuration, analysis, and reporting within its specific functional domain. This integration addresses the increasing industry demand for faster validation cycles by reducing manual effort in time-consuming tasks and providing real-time, situational intelligence directly on the testing instruments.
Currently available for its flagship wireless testing platforms, the AI Experts initiative marks the first expansion of the NITRO AI portfolio. Viavi Solutions plans to continue scaling these capabilities across its wider product ecosystem, enabling engineering teams to incrementally adopt AI-driven precision to meet aggressive development and deployment timelines.
Viavi Solutions is a technology company that offers network testing, monitoring, and assurance solutions, as well as light-management technologies. It delivers 5G, fiber, and 3D sensing solutions through two segments, i.e., Network and Service Enablement/NSE and Optical Security and Performance Products/OSP.
6. DHI Group Inc. (NYSE:DHX)
Average Upside Potential: 40.95%
DHI Group Inc. (NYSE:DHX) is one of the hot tech stocks to buy according to analysts. On May 5, DHI Group reported its Q1 2026 financial results, with total revenue reaching $29.7 million, an 8% decrease year-over-year. While the Dice segment saw a 17% revenue decline, the ClearanceJobs segment maintained momentum, growing 5% to $14.0 million. Despite the revenue contraction, the company achieved a net income of $1.5 million, marking a significant improvement over the $9.8 million net loss reported in Q1 2025.
Operational efficiency remained a focus, as evidenced by a 17% increase in Adjusted EBITDA to $8.1 million, bringing the Adjusted EBITDA margin to 27%. The company also generated $6.8 million in free cash flow, a substantial rise from the $0.1 million reported in the previous year’s first quarter. This financial discipline supported the company’s capital allocation strategy, which included the repurchase of 2.0 million shares for $4.7 million during the quarter.
The company continues to manage its portfolio balance between the Dice and ClearanceJobs brands. While Dice faced headwinds in bookings and revenue, management’s focus on improving margins and operational cash flow has strengthened the company’s bottom line. With total debt at $33 million, DHI Group Inc. remains committed to balancing its investment in core growth areas with consistent shareholder value initiatives.
DHI Group Inc. is an American provider of AI-powered career marketplaces focused on technology roles. It operates two primary platforms, Dice and ClearanceJobs, that connect tech professionals with employers across commercial and government sectors.
5. Velo3D Inc. (NASDAQ:VELO)
Average Upside Potential: 41.96%
Velo3D Inc. (NASDAQ:VELO) is one of the hot tech stocks to buy according to analysts. On May 12, Velo3D reported a strong Q1 2026, with revenue reaching $13.8 million, a 48% increase year-over-year. The company also achieved a significant milestone by reaching a 17.2% gross margin, which management highlighted as a key inflection point validating its operating model as it scales production and improves cost efficiency.
The company’s performance was supported by a 60% increase in 3D printer and parts revenue, alongside a strategic move to reduce its outstanding debt by ~70%. Furthermore, Velo3D strengthened its capital position through an April equity offering that raised $50 million, providing the resources necessary to invest in talent, infrastructure, and its growing defense and aerospace pipeline.
Looking ahead, Velo3D Inc. reaffirmed its full-year 2026 guidance, projecting annual revenue between $60 and $70 million. The company remains focused on achieving greater than 30% gross margins in H2 of the year and expects to turn EBITDA positive during the same period, supported by robust demand for its high-performance additive manufacturing solutions.
Velo3D Inc. is a metal 3D printing technology company that enables the production of mission-critical parts previously considered impossible to manufacture.
4. Viasat Inc. (NASDAQ:VSAT)
Average Upside Potential: 44.39%
Viasat Inc. (NASDAQ:VSAT) is one of the hot tech stocks to buy according to analysts. On June 1, Viasat was selected by Lockheed Martin to provide high-bandwidth satellite communications for NOAA’s next-generation C-130J “Hurricane Hunter” aircraft. By integrating its Hybrid SATCOM Approach (HSA), Viasat will enable real-time transmission of critical atmospheric data collected during severe weather missions.
The program marks the first line-fit integration of Viasat’s HSA technology on the C-130J platform, utilizing a standardized, modular antenna architecture. This approach reduces the costs and risks associated with post-delivery modifications while allowing for seamless future technology upgrades without structural rework.
This collaboration validates Viasat Inc.’s (NASDAQ:VSAT) open-architecture strategy for resilient airborne connectivity. Beyond supporting NOAA’s lifesaving weather research, the factory-integrated solution provides a scalable foundation for global C-130J operators to adapt to evolving mission requirements and satellite network architectures.
Viasat Inc. is a global broadband and communication service provider that delivers satellite-based broadband services, narrowband communications, secure networking systems, and cybersecurity solutions. The company has two segments: Communication Services and Defense & Advanced Technologies. It also develops wireless products, terminals, and space system solutions.
3. Boost Run Inc. (NASDAQ:BRUN)
Average Upside Potential: 54.43%
Boost Run Inc. (NASDAQ:BRUN) is one of the hot tech stocks to buy according to analysts. On May 11, Boost Run officially began trading on the Nasdaq, entering the public market with $940 million in long-term contracted revenue and an average contract duration of ~3 years. The company, an NVIDIA Preferred Cloud Partner, reported that the majority of this contracted revenue is already in production, providing strong visibility into recurring income as scheduled deployments continue through FY26.
The company enters its listing with a proven track record of free cash flow generation and anticipates maintaining positive operations as it scales. Boost Run expects to exit FY26 with at least $375 million in annualized recurring revenue, driven by a diversified customer base and strong demand for its infrastructure services.
To support this growth, Boost Run Inc. is actively expanding its footprint, currently operating six US data center locations with five more underway. These additions will increase the company’s total accessible infrastructure capacity to over 125MW, reinforcing its ability to meet the increasing demand for high-performance cloud computing solutions.
Boost Run Inc. provides enterprise-grade AI cloud infrastructure solutions, including on-demand bare-metal GPU compute, CPU nodes, and managed Kubernetes services for HPC workloads. The company focuses on delivering scalable infrastructure solutions tailored to the growing computational requirements of AI applications and enterprise AI deployments.
2. FiEE Inc. (NASDAQ:FIEE)
Average Upside Potential: 98.64%
FiEE Inc. (NASDAQ:FIEE) is one of the hot tech stocks to buy according to analysts. On May 13, FiEE, announced the grant of restricted stock units/RSUs to four of its key business partners. These awards are scheduled to vest incrementally over three years, a structure intended to foster long-term commitment and deeper strategic collaboration between the parties.
The grant allocates 2,761 RSUs each to Jiang Chunwei, Li Huijuan, Wu Xiaping, and Zou Xiaojie. This initiative is designed to align the interests of these partners with the company’s broader goals of integrating IoT, connectivity, and AI to redefine brand management solutions.
By strengthening these professional relationships, FiEE aims to promote greater synergy throughout its industry value chain. The company stated that this alignment of vision and interests is expected to enhance operational success and deliver long-term value to its stockholders.
FiEE Inc. was founded in 1977 as Minim Inc. and transitioned to a software-first model in 2024 to focus on AI, IoT, and connectivity. The company rebranded in 2025 to leverage this expertise for new global business opportunities.
1. Tigo Energy Inc. (NASDAQ:TYGO)
Average Upside Potential: 103.65%
Tigo Energy Inc. (NASDAQ:TYGO) is one of the hot tech stocks to buy according to analysts. On May 18, Tigo Energy announced the initial delivery of its US-designed and assembled module-level power electronics/MLPE to EG4 Electronics. This shipment, which includes custom 650W optimizers and data-logging devices, will be integrated into EG4’s inverter systems manufactured in Texas, allowing the complete bundles to qualify for domestic content federal tax credits.
This collaboration aims to bolster American manufacturing by bringing critical component production back to the US and offering installers solar systems that meet strict Materials Assistance Cost Ratios/MACR requirements. By bundling US-assembled Tigo MLPE with EG4 inverters, the partnership provides customers with both improved project economics through tax incentives and the versatility of an inverter-agnostic platform.
As Tigo Energy Inc. and EG4 continue to scale their joint efforts, they aim to further expand the availability of domestically produced solar infrastructure, supporting both high-quality innovation and the growing demand for compliant, incentivized renewable energy solutions.
Tigo Energy Inc. develops smart hardware and software for solar systems, including module-level power electronics, monitoring platforms, inverters, and battery storage products for residential, commercial, and utility-scale applications.
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