In this article, we will discuss the 11 Best Long-Term Tech Stocks to Buy According to Analysts.
Reuters highlighted that, after seeing technology stocks drive the broader US bull market over the past few years, investors are now expecting the rally to broaden to include industrial, healthcare, and small-cap companies. Notably, there is a chance they will catch up and assert market leadership.
Reuters, while quoting Angelo Kourkafas (senior global investment strategist at Edward Jones), noted that there are expectations that 2026 will see some true broadening of leadership. Notably, Q4 2025 earnings reports over the coming weeks are expected to factor into the durability of broadening trends, noted Reuters.
Citing LSEG I/B/E/S, Reuters also reported that each of the 11 S&P 500 sectors is expected to show earnings growth of at least 7% this year. As per Tajinder Dhillon (head of earnings research at LSEG), the Magnificent Seven are anticipated to grow earnings by 23.5% in 2026, as compared to 13% growth for the rest of the S&P 500.
Amidst such trends, we will now have a look at the 11 Best Long-Term Tech Stocks to Buy According to Analysts.
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Our Methodology
To list the 11 Best Long-Term Tech Stocks to Buy According to Analysts, we sifted through the holdings of SPDR® S&P 500® ETF Trust and shortlisted the tech stocks with a 5-year revenue growth of at least ~15%. Next, we narrowed down our list by selecting the ones in which analysts see upside of at least 20%, as of January 22. The stocks have been arranged in an ascending order of their average upside potential. We also mentioned the hedge fund sentiment for each stock as of Q3 2025.
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).
11 Best Long-Term Tech Stocks to Buy According to Analysts
11. Palantir Technologies Inc. (NASDAQ:PLTR)
5-year Revenue Growth: ~31.2%
Average Upside Potential: ~21%
Number of Hedge Fund Holders: 81
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 20, HD Hyundai and Palantir Technologies Inc. (NASDAQ:PLTR) announced they had strengthened their partnership. As a result, the adoption of Palantir Technologies Inc.’s (NASDAQ:PLTR) Foundry and Artificial Intelligence Platform (AIP) is expected to expand throughout the HD Hyundai Group.
Over the upcoming few years, the company will work with HD Hyundai, which will focus on developing a Center of Excellence for Foundry and AIP. This will help empower employees across HD Hyundai to use advanced analytics and AI and cultivate a new wave of AI-driven innovation.
Elsewhere, Phillip Securities initiated coverage of Palantir Technologies Inc. (NASDAQ:PLTR)’s stock with a “Buy” rating and a price objective of $208. According to the firm, there is potential for the company’s stock to re-rate higher. This expectation is backed by improved fundamentals and a growing addressable market.
Palantir Technologies Inc. (NASDAQ:PLTR) builds and deploys software platforms for the intelligence community to help in counterterrorism investigations and operations.
10. Paycom Software, Inc. (NYSE:PAYC)
5-year Revenue Growth: ~19.7%
Average Upside Potential: ~23.1%
Number of Hedge Fund Holders: 35
Paycom Software, Inc. (NYSE:PAYC) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 15, BMO Capital reduced its price objective on the company’s stock to $175.00 from $190.00, while maintaining a “Market Perform” rating. The research firm highlighted the contraction in broader software multiples as the main reason for the reduction in price target.
The firm opines that the likelihood of further multiple compression is lower if Paycom Software, Inc. (NYSE:PAYC) can sustain double-digit recurring revenue growth excluding float.
Elsewhere, TD Cowen analyst Jared Levine reduced the firm’s price objective on Paycom Software, Inc. (NYSE:PAYC)’s stock to $184 from $200, while keeping a “Buy” rating. Notably, the firm updated its estimates to reflect the latest Fed Funds rate expectations and thoughts ahead of the Q4 2025 results.
In a separate release, Citi reduced its price objective on Paycom Software, Inc.’s (NYSE:PAYC) stock to $185 from $191, while keeping a “Neutral” rating, and adjusted its models in the application software group after meeting with company management.
Paycom Software, Inc. (NYSE:PAYC) offers a cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies.
9. Block, Inc. (NYSE:XYZ)
5-year Revenue Growth: ~25.6%
Average Upside Potential: ~27.2%
Number of Hedge Fund Holders: 64
Block, Inc. (NYSE:XYZ) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 20, Truist analyst Matthew Coad lifted the firm’s price objective on the company’s stock to $72 from $68, while keeping a “Hold” rating, as reported by The Fly. This was seen as part of the broader research note, which previewed Q4 2025 earnings in FinTech.
The analyst expects the quarter’s results to be strong. However, a difficult YoY comparison could restrict the volume-related beats. Furthermore, even though Truist remains optimistic about the broader group across 2026, the analyst added that some management teams might reset Street expectations slightly lower than the original 2026 guidance.
Elsewhere, Citi analyst Bryan Keane reiterated “Buy” ratings on Affirm, Klarna, and Block, Inc. (NYSE:XYZ). The analyst remains bullish on buy now, pay later (BNPL) in 2026. According to the firm, BNPL is an increasingly embedded payment and budgeting tool across both online and offline commerce. Notably, the broader sector is positioned for material share gains.
Block, Inc. (NYSE:XYZ) builds ecosystems focused on commerce and financial products and services.
8. Super Micro Computer, Inc. (NASDAQ:SMCI)
5-year Revenue Growth: ~44.8%
Average Upside Potential: ~32.4%
Number of Hedge Fund Holders: 42
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 20, Citi reduced its price objective on the company’s stock to $39 from $48, while keeping a “Neutral” rating, as reported by The Fly. Notably, the firm adjusted its targets for the broader technology hardware group in line with the 2026 outlook. Furthermore, it opines that hyperscaler data center spending remains strong, fuelling demand for power, storage, connectors, and fiber.
In a separate release on January 11, Super Micro Computer, Inc. (NASDAQ:SMCI) announced a collaboration with technology partners to develop AI-powered intelligent in-store retail solutions. These are designed to meet higher customer expectations by enabling scalability, improved productivity, and increased profitability.
As per the NVIDIA State of AI in Retail & CPG report, 89% of respondents reported that AI has been helping to improve annual revenue, with 95% reporting that it supports in decreasing annual costs.
Super Micro Computer, Inc. (NASDAQ:SMCI) develops and sells server and storage solutions based on modular and open-standard architecture.
7. Meta Platforms, Inc. (NASDAQ:META)
5-year Revenue Growth: ~19.1%
Average Upside Potential: ~35.0%
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 23, Wells Fargo analyst Ken Gawrelski reduced its price target on the company’s stock to $754 from $795, while keeping an “Overweight” rating, as reported by The Fly. As per the firm, the evaluation of capacity contracts continues to support a significant upward revision to OpEx/CapEx estimates over 2026-2028.
The firm opines that, between increased AI investments in compute capacity and the identification of new use cases and products, there is a near-term mismatch in timing.
On January 20, UBS reduced its price objective on the company’s stock to $830 from $915, while keeping a “Buy” rating, as reported by The Fly. According to the analyst, the outlook for Q4 2025 earnings for advertising-driven companies points to slimmer-than-expected beats. This comes after a slow October due to the US government shutdown. However, a rebound was seen in November and December.
6. Microsoft Corporation (NASDAQ:MSFT)
5-year Revenue Growth: ~15%
Average Upside Potential: ~41.8%
Number of Hedge Fund Holders: 312
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 21, Mizuho reduced its price objective on the company’s stock to $620 from $640, while keeping an “Outperform” rating, as reported by The Fly. Notably, the firm’s targets were adjusted in the large-cap software group. These adjustments relate to the Q4 2025 earnings preview. As per the analyst, channel checks were overall strong, and public cloud data remained robust, with very strong AI adoption.
That being said, the firm added that growing investor worries about AI disruption have been affecting the valuation multiples of software companies. There have been multiple compressions, which is the main reason for the reduction in targets, added Mizuho.
Elsewhere, on January 21, Citi reduced its price objective on Microsoft Corporation (NASDAQ:MSFT)’s stock to $660 from $690, while keeping a “Buy” rating. According to the analyst, the firm’s reseller survey and partner checks have been showing a more mixed setup heading into Microsoft Corporation’s (NASDAQ:MSFT) Q2 2026 results. The firm anticipates that Azure will beat the forecasts in Q2 2026. However, the estimates for the company’s non-Azure businesses have been reduced due to weaker PC forecasts.
5. Intuit Inc. (NASDAQ:INTU)
5-year Revenue Growth: ~19.9%
Average Upside Potential: ~45.2%
Number of Hedge Fund Holders: 96
Intuit Inc. (NASDAQ:INTU) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 21, Keith Weiss, an analyst from Morgan Stanley, maintained a “Buy” rating on the company’s stock. The associated price objective was $880.00. The analyst’s rating is backed by a combination of factors associated with Intuit Inc. (NASDAQ:INTU)’s emerging growth drivers and attractive valuation. According to the analyst, the company is early in 2 major product cycles: Mid-Market Accounting/Services and Assisted Tax. These operate in large, underpenetrated markets and have already showcased healthy initial traction.
The analyst’s analysis reflects that a credible path to ~20% annual revenue growth by FY 2030 is aided by a continued strong execution in rolling out these offerings. According to the analyst, this scenario is not being fully recognized by the market, considering Intuit Inc. (NASDAQ:INTU)’s stock’s current earnings multiple.
In a separate release, on January 12, BDO Canada LLP and Intuit Inc. (NASDAQ:INTU) announced a strategic partnership. This combines the innovative technology of Intuit’s platform with BDO advisors’ human insight.
Intuit Inc. (NASDAQ:INTU) offers financial management, payments, capital, compliance, and marketing products and services.
4. Workday, Inc. (NASDAQ:WDAY)
5-year Revenue Growth: ~17.2%
Average Upside Potential: ~45.3%
Number of Hedge Fund Holders: 64
Workday, Inc. (NASDAQ:WDAY) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 20, the company announced its plans to invest CA$1 billion in Canada over the next 5 years. This highlights Workday, Inc. (NASDAQ:WDAY)’s commitment to growth in Canada, including plans to further develop local tech talent and strengthen local customer support.
The announcement comes at a time when the Canadian government is focused on advancing its “Canada Strong” agenda, emphasizing responsible AI as well as domestic capability-building as national priorities. Workday, Inc. (NASDAQ:WDAY)’s CEO added that with the focus on redefining ERP for the AI era, the multi-year investment would help shape Canada’s digital future.
On January 12, Barclays reduced its price objective on Workday, Inc. (NASDAQ:WDAY)’s stock to $275 from $280, while keeping an “Overweight” rating. Notably, the firm adjusted its ratings and price targets for the broader software group in line with its 2026 outlook.
Workday, Inc. (NASDAQ:WDAY) offers enterprise cloud applications.
3. Salesforce, Inc. (NYSE:CRM)
5-year Revenue Growth: ~15%
Average Upside Potential: ~46.8%
Number of Hedge Fund Holders: 119
Salesforce, Inc. (NYSE:CRM) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 12, Barclays analyst Raimo Lenschow lifted its price objective on the company’s stock to $338 from $330, while keeping an “Overweight” rating, as reported by The Fly. Notably, the firm adjusted ratings and price targets in the broader software group. This relates to the 2026 outlook, and there is a favorable setup for software. As per the analyst, macro and IT spending are stable, and the stock valuation levels remain low.
In a separate release, Goldman Sachs analyst Gabriela Borges assumed coverage of Salesforce, Inc. (NYSE:CRM)’s stock with a “Buy” rating and a price objective of $330. Notably, the firm, while assuming coverages of 12 stocks in the broader software sector, added that AI adoption is expected to be a positive tailwind over the upcoming 10 years. As per the analyst, Salesforce, Inc. (NYSE:CRM)’s key performance indicators are inflecting.
Salesforce, Inc. (NYSE:CRM) offers customer relationship management technology.
2. ServiceNow, Inc. (NYSE:NOW)
5-year Revenue Growth: ~24.5%
Average Upside Potential: ~57.7%
Number of Hedge Fund Holders: 104
ServiceNow, Inc. (NYSE:NOW) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 21, BMO Capital reduced its price objective on the company’s stock to $175 from $230, while keeping an “Outperform” rating. Despite the reduction in target price, the firm expects that there is a potential for marginally better-than-anticipated Q4 constant-currency growth in both subscription revenues and current remaining performance obligations.
BMO Capital opines that ServiceNow, Inc. (NYSE:NOW) will guide roughly in line with current FY 2026 consensus organic subscription revenue growth rates on a constant-currency basis. Also, the upcoming report will help in alleviating tensions associated with the durability of growth. Overall, the firm attributed the reduction in price target to broader multiple compression in software.
In a different update, Jefferies reduced its price objective on ServiceNow, Inc. (NYSE:NOW)’s stock to $175 from $230, while keeping a “Buy” rating. As per the firm, ServiceNow, Inc. (NYSE:NOW) is expected to marginally beat on constant currency cRPO and subscription revenue.
ServiceNow, Inc. (NYSE:NOW) offers a cloud-based solution for digital workflows.
1. Datadog, Inc. (NASDAQ:DDOG)
5-year Revenue Growth: ~42.8%
Average Upside Potential: ~57.8%
Number of Hedge Fund Holders: 72
Datadog, Inc. (NASDAQ:DDOG) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 21, TD Cowen reduced its price objective on Datadog, Inc. (NASDAQ:DDOG)’s stock to $200 from $235, while keeping a “Buy” rating, as reported by The Fly. The firm believes that the company will deliver strong results and exceed the guidance of 24% growth. It also believes that there are no competition concerns and the current valuation remains attractive for Datadog, Inc. (NASDAQ:DDOG).
In a separate release, Stifel upgraded the company’s stock to “Buy” from “Hold” with a price objective of $160, down from the prior target of $205. As per the analyst, recent channel checks are hinting that Datadog, Inc. (NASDAQ:DDOG) will deliver a larger-than-typical quarterly beat in Q4 2025. This expectation comes on the back of accelerating core growth and continued strong gains.
Also, Datadog, Inc. (NASDAQ:DDOG)’s stock valuation seems to be relatively attractive for one of the few names the firm covers with accelerating core growth.
Datadog, Inc. (NASDAQ:DDOG) operates an observability and security platform for cloud applications.
While we acknowledge the potential of DDOG 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 DDOG and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now.
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