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. (NASDAQ:LASR) 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. (NASDAQ:SVCO) 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 (NASDAQ:FATN) 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 (NASDAQ:FATN) 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 (NASDAQ:VIAV) 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 (NASDAQ:VIAV) 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. (NYSE:DHX) remains committed to balancing its investment in core growth areas with consistent shareholder value initiatives.
DHI Group Inc. (NYSE:DHX) 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.
While we acknowledge the potential of DHX 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 DHX and that has 100x upside potential, check out our report about the cheapest AI stock.
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