In this article, we will be taking a look at the 11 Technology Stocks with Insider Buying in 2026.
AI computing and next-generation data centers are driving the growing demand for business hardware, leading to a significant shift in the technology sector. AI is currently the main focus of technology investment, changing how the industry operates. AI-native development platforms, AI Supercomputing Platforms, Confidential Computing, Multiagent Systems, Domain-Specific Language Models, Physical AI, Preemptive Cybersecurity, Digital Provenance, AI Security Platforms, and Geopatriation are among the top 10 strategic technology trends identified by Gartner that are influencing leading companies.
These trends show how most technical activity is either directly or indirectly related to AI. Despite concerns about an AI bubble, spending on AI infrastructure is still rapidly increasing, according to John-David Lovelock, VP Analyst at Gartner. Strong demand for servers is being driven by hyperscale cloud providers; in 2026, server investment is predicted to increase by about 36.9%. Spending on data centers is expected to increase from roughly $500 billion in 2025 to $650 billion in 2026.
According to a Deloitte report, the market for infrastructure is predicted to reach $758 billion by 2029 due to workloads increasing at a rate never seen before. The semiconductor sector is benefiting from the surge in demand for edge computing devices, high-performance processors, and customized CPUs. According to World Semiconductor Trade Statistics, the global semiconductor market is expected to increase by 26.3% between 2025 and 2026, reaching over $1 trillion.
While greater energy costs are tolerable, data centers cannot risk power outages, according to Stephen Byrd of Morgan Stanley, who spoke on CNBC on March 10 about the effects of rising oil prices on AI-related operations. More and more hyperscalers are producing their own electricity and, when necessary, returning it to the grid. On the same day, Silvant Capital’s Michael Sansoterra emphasized that while previous geopolitical conflicts, such as the Iraq War and the 9/11 attacks, caused short-term market drops, they had little effect on long-term consumer behavior. Citing Nvidia and Palantir as businesses that are expected to continue exceeding expectations, he urged investors to see the present sell-offs as opportunities.
With that said, let’s now take a look at the stocks with Insider buying.
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Our Methodology
For our methodology, we selected technology stocks with a market capitalization of over $2 billion and insider ownership of at least 20%. We further limited our final selection to companies that have recently reported significant developments likely to influence investor sentiment. These stocks are also widely followed by analysts and top hedge funds.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
Here is our list of the 11 technology stocks with insider buying.
11. Nayax Ltd. (NASDAQ:NYAX)
Nayax Ltd. (NASDAQ:NYAX) is one of the stocks with insider buying on this list.
TheFly reported on March 13 that Jefferies updated its price target for NYAX to ILS 210 from ILS 198, maintaining a Buy rating. The firm highlighted strong revenue growth exceeding 20% and continued market share gains, noting potential for increased efficiency and cash generation following the Q4 results.
More recently, on March 16, 2026, Nayax Ltd. (NASDAQ:NYAX) announced a strategic collaboration with E-Plug, part of the Energy Plus NY brand. The partnership positions NYAX as the preferred end-to-end solution provider for Energy Plus, supporting the rollout of thousands of new AC and DC EV chargers across the United States. The agreement enables operators to implement NYAX’s integrated payment system, including the recently acquired Lynkwell platform, to unify in-app and on-site transactions, streamline operations, and provide a consistent experience for drivers.
Energy Plus can scale effectively and take advantage of centralized monitoring, reporting, and payment processing thanks to this unified solution. By providing hardware-embedded payment technologies, cloud-based tools, and a single platform that streamlines network management, increases income prospects, and bolsters national expansion, the partnership is a prime example of NYAX’s continuous efforts to broaden its EV charging ecosystem.
Nayax Ltd. (NASDAQ:NYAX) is a global fintech company offering payment solutions, cashless systems, and telemetry services for unattended retail, vending, and mobility markets.
10. Grindr Inc. (NYSE:GRND)
Grindr Inc. (NYSE:GRND) is one of the stocks with Insider buying.
TheFly reported earlier this month, on March 2, that Goldman Sachs adjusted its price target for GRND to $17 from $20 and maintained a Buy rating on the stock.
Separately, earlier on February 26, Grindr Inc. (NYSE:GRND) revealed its financial results for the fiscal year that concluded on December 31, 2025, emphasizing both operational successes and robust growth. The corporation recorded $440 million in revenue, a 28% increase over the prior year. In addition to the findings, the Board of Directors of GRND authorized a $400 million expansion of the share repurchase program, extending it until March 2029. Building on the approximately $50 million left over from the initial $500 million program announced in March 2025, the new repurchase authorization enables the business to buy shares through a variety of methods, including negotiated deals and open market purchases.
The company also earned $95 million in net income and an Adjusted EBITDA of $196 million, exceeding the revenue level recorded when the company went public three years ago. These full-year results highlight GRND’s execution capabilities and productivity. GRND intends to fortify its platform, promote sustainable profitability, and keep growing its user base and service capabilities by investing in premium offerings, important growth projects, and improved AI-driven features.
Grindr Inc. (NYSE:GRND) is a global social networking app for LGBTQ+ individuals, offering location-based dating, social networking, and community features through mobile platforms.
9. Pegasystems Inc. (NASDAQ:PEGA)
Pegasystems Inc. (NASDAQ:PEGA) is one of the stocks with Insider buying.
TheFly reported on March 11 that Citigroup increased its price target for PEGA to $75 from $73 while keeping a Buy rating. Back-office software results for the fourth quarter, according to the firm, showed small improvements but supported a stable outlook. It emphasized how PEGA’s presence in defensive end markets helps the business perform steadily.
Separately, on March 5, Pegasystems Inc. (NASDAQ:PEGA) announced major improvements to its Pega Blueprint platform, including a full-featured vibe coding experience intended for enterprise-scale application development. The update effortlessly integrates graphical drag-and-drop modeling and allows teams to communicate with app creations using natural language through text or speech. Organizations can create workflows more quickly, improve data and logic, and preserve control and predictability across mission-critical applications with this combination.
Pega Blueprint now offers an organized, enterprise-ready framework that guarantees security and governance, lowers technical debt, and enforces best practices. The platform enables users of all technological skills to quickly experiment, update legacy systems, and effectively implement scaled applications by making vibe code dependable and quick. The update reinforces PEGA’s dedication to integrating the consistency and supervision needed for large-scale corporate software initiatives with the speed and inventiveness of AI-driven design.
Pegasystems Inc. (NASDAQ:PEGA) is a software company that provides low‑code application development, customer engagement, and workflow automation solutions for enterprise businesses.
8. Klarna Group plc (NYSE:KLAR)
Klarna Group plc (NYSE:KLAR) is one of the stocks with Insider buying.
TheFly reported on March 13 that KLAR Group reported insider transactions filed with the U.S. SEC on Form 3. Between March 3 and March 11, 2026, Michael Moritz, Chairman of the Board, acquired 3,472,845 ordinary shares through an affiliated entity, with the total purchase valued at approximately $49.9 million. These filings reflect Moritz’s direct investment in the company during this period. The disclosure provides transparency regarding insider activity at KLAR, highlighting significant purchases by the Board Chair that may indicate confidence in the company’s outlook. No other officer transactions are included in this summary.
Earlier on March 6, Klarna Group plc (NYSE:KLAR) issued a clarification regarding the March 9 lock-up expiration to provide accurate details on share trading mechanics and prior liquidity opportunities. Of the 378 million shares outstanding, roughly 335 million were under lock-up, split between depository receipt holders and non-affiliate pre-IPO shareholders.
Pre-IPO shares must be converted through Computershare before trading on U.S. broker-dealers, a process that takes about 7–10 business days. The company emphasized that prior employee and shareholder transactions, including IPO sales and quarterly liquidity windows, mean March 9 is not the first chance for insiders or pre-IPO shareholders to sell.
Klarna Group plc (NYSE:KLAR) is a global fintech company offering buy‑now‑pay‑later (BNPL) payment solutions, online banking services, and consumer financing to shoppers and merchants.
7. UiPath, Inc. (NYSE:PATH)
UiPath, Inc. (NYSE:PATH) is among the stocks with Insider buying.
TheFly reported on March 16 that BMO Capital adjusted its price target for PATH to $14 from $17 while maintaining a Market Perform rating. The company’s fourth-quarter results showed steady growth in new annualized recurring revenue, indicating improved execution and a more resilient growth trajectory. However, the firm noted that additional proof of consistent AI-driven revenue generation will be necessary for investors to gain further confidence in the stock’s outlook.
In a significant operational development, on March 12, UiPath, Inc. (NYSE:PATH) announced that it had expanded its partnership with Deloitte with the introduction of the Agentic ERP solution. This initiative enables companies to modernize and streamline complex ERP systems using autonomous automation and coordinated process management powered by UiPath Maestro.
The technology facilitates the transition from supported automation to scalable, intelligent workflow orchestration and lessens dependency on human operations. The partnership gives businesses a framework to improve operational efficiency, enable strategic capacity, and promote smooth interaction between automation, AI agents, and human decision-making across enterprise ERP environments by fusing robotic process automation with AI-driven agents.
UiPath, Inc. (NYSE:PATH) is a software company that provides robotic process automation (RPA) solutions to help businesses automate repetitive tasks and workflows.
6. ServiceTitan, Inc. (NASDAQ:TTAN)
ServiceTitan, Inc. (NASDAQ:TTAN) is one of the stocks with Insider buying on this list.
TheFly reported on March 13 that Truist adjusted its price target for TTAN to $100 from $130 while keeping a Buy rating. The firm emphasized that gross transaction volume, platform revenue, earnings, and cash flow all exceeded projections for the fourth quarter. TTAN’s core performance is still robust, indicating resilience in its company foundations and continuous operational strength, even in the face of minor short-term effects on transaction volume from weather and a slightly shorter billing period.
Separately, on March 12, ServiceTitan, Inc. (NASDAQ:TTAN) announced the quick expansion of Vertex Service Partners, a top residential home improvement network, one of its clients. Since its founding in 2023, Vertex has used TTAN’s extensive management capabilities to propel growth, generating over $600 million in sales and finishing services for more than 100,000 roofs by 2025.
Vertex has accelerated both organic and acquisition-based growth by integrating over 30 significant acquisitions through the use of standardized workflows and scalable technology. Vertex’s ambitious goals, such as reaching $1 billion in revenue in two years, are made possible by TTAN’s AI-powered tools, reliable APIs, and enterprise-grade platform, which provide consistent operations, effective onboarding, and improved insights.
ServiceTitan, Inc. (NASDAQ:TTAN) provides cloud‑based software for home and commercial service businesses, offering tools for scheduling, dispatch, invoicing, and customer management to improve operations and growth.
While we acknowledge the potential of TTAN 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 TTAN and that has 100x upside potential, check out our report about this cheapest AI stock.
5. Shift4 Payments, Inc. (NYSE:FOUR)
Shift4 Payments, Inc. (NYSE:FOUR) is one of the stocks with insider buying on this list.
TheFly reported on March 5 that BTIG lowered its price target for four to $70 from $80 while retaining a Buy rating. The firm stated that the current stock decline is consistent with the slowdown in organic growth from about 20% to the low double digits after speaking with the management. BTIG highlighted ongoing strategic levers that might sustain revenue growth above current market estimates, emphasizing that projections of low future growth ignore the company’s many options to drive expansion.
Recently, on March 16, Shift4 Payments, Inc. (NYSE:FOUR) announced a strategic partnership with voice AI platform Maple to provide AI-powered phone ordering for restaurant businesses across the country who use the SkyTab POS system. By directly connecting Maple’s speech AI to SkyTab, the connection helps restaurants handle calls 24/7 and minimize lost orders. According to statistics, over 40% of restaurant phone calls go unanswered during peak hours, causing operators to lose a substantial amount of money each year, often more than $30,000, due to unfulfilled phone orders.
The partnership aims to address this challenge by automating phone interactions, improving order capture, and enhancing operational efficiency, enabling restaurants to recover lost revenue while maintaining service quality.
Shift4 Payments, Inc. (NYSE:FOUR) is a payment technology company providing integrated payment processing and software solutions for merchants across hospitality, retail, e‑commerce, and other industries.
4. Zscaler, Inc. (NASDAQ:ZS)
Zscaler, Inc. (NASDAQ:ZS) is one of the stocks with insider buying on this list.
TheFly reported on March 10 that Oppenheimer adjusted its price target for ZS to $250 from $280 while maintaining an Outperform rating. Following a discussion with the company’s CFO, the firm reaffirmed its confidence in ZS’s strong market position and strategic product roadmap. The company’s core operations remain robust, go-to-market efforts are showing improvement, and the Agentic Exchange initiative offers additional growth potential. However, broader valuation pressures across the cybersecurity sector prompted the reduction in the price target to reflect prevailing industry multiples. Despite this adjustment, Oppenheimer continues to view ZS as well-positioned for future opportunities and a favorable investment setup.
Separately, on March 12, Zscaler, Inc. (NASDAQ:ZS) announced a significant worldwide improvement to its data sovereignty capabilities through the Zscaler Zero Trust Exchange cloud security platform, which is a key breakthrough. The program ensures compliance without compromising performance by addressing the increasing demand for businesses to manage digital assets while adhering to regional legal standards.
The business’s architecture isolates management, traffic inspection, and logging layers, keeping sensitive information within required jurisdictions. Previously established control and logging planes in the U.S., Europe, and six additional countries are now being extended to new regions, including an upcoming rollout in Canada, allowing enterprises to maintain full authority over their data while supporting secure, cross-border collaboration.
Zscaler, Inc. (NASDAQ:ZS) is a cloud‑based cybersecurity company delivering secure access, zero‑trust protection, and internet security services for enterprises.
3. Rubrik, Inc. (NYSE:RBRK)
Rubrik, Inc. (NYSE:RBRK) is one of the stocks with insider buying on this list.
TheFly reported on March 16 that Deutsche Bank adjusted its price target for RBRK to $90 from $100 while maintaining a Buy rating.
Furthermore, Rubrik, Inc. (NYSE:RBRK) released its financial results for the fourth quarter and the entire fiscal year 2026, which ended on January 31, 2026, on March 12. While total revenue reached $377.7 million in Q4, a 46% rise from the previous year, subscription yearly recurring revenue increased 34% year over year to $1.46 billion. The non-GAAP gross margin was 83.7%, while the GAAP gross margin increased to 81.5%. The business recorded a non-GAAP net income per share of $0.04 and a GAAP net loss per share of $0.43. Cash flow from operations totaled $93.0 million, with free cash flow of $70.1 million.
For the full year, the corporation reported that its subscription revenue climbed 53% to $1.26 billion, and total revenue increased 48% to $1.32 billion. GAAP gross margin reached 80.1%, with non-GAAP at 82.3%. GAAP net loss per share was $1.78, while non-GAAP net loss per share was $0.01. Operating cash flow grew to $282.9 million, and free cash flow totaled $237.8 million.
Rubrik Agent Cloud, Rubrik Security Cloud Sovereign, and Intelligent Business Recovery for Microsoft 365 are just a few of the enterprise solutions that RBRK has launched. The company is also building key alliances and creating executive-focused programs like Rubrik CXO Visionaries.
Rubrik, Inc. (NYSE:RBRK) is a cloud‑data management company that provides backup, recovery, and data protection solutions for enterprises across on‑premises and multi‑cloud environments.
2. Dave Inc. (NASDAQ:DAVE)
Dave Inc. (NASDAQ:DAVE) is one of the stocks with insider buying on this list.
TheFly reported on March 3 that Lake Street increased its price target for DAVE to $326 from $308 while keeping a Buy rating on the stock. The firm highlights more than $200 million in additional liquidity and an increased $300 million share repurchase program in Q4 earnings and 2026 forecast as proof of a better valuation. According to Lake Street, these elements support the updated price target and ongoing confidence in DAVE’s performance going ahead by making the stock inexpensive in relation to its growth prospects and overall financial strength.
Separately, on March 3, Dave Inc. (NASDAQ:DAVE) announced intentions for a private offering of $150 million in Convertible Senior Notes due 2031, targeting qualified institutional buyers under Rule 144A of the Securities Act, in a significant strategic move intended to maximize this growth. Within a 13-day settlement period, the business may allow initial buyers to purchase up to an additional $22.5 million in notes.
The notes will be senior unsecured obligations with semi-annual interest payments starting on October 1, 2026, and the option to convert them into cash, Class A common stock shares, or both. The proceeds will be used to finance capped call transactions, buy back common stock, and support other company goals, such as buying more shares. The market pricing of the notes and the shares may be impacted by counterparty hedging and derivative transactions. Only in accordance with relevant exemptions will the notes and any shares issued upon conversion be marketed; they have not been registered under U.S. securities regulations.
Dave Inc. (NASDAQ:DAVE) is a fintech company offering banking, budgeting, and small cash advance services through its mobile app to help users manage finances and avoid overdraft fees.
1. Atlassian Corporation (NASDAQ:TEAM)
Atlassian Corporation (NASDAQ:TEAM) is one of the stocks with insider buying on this list.
TheFly reported on March 12 that Mizuho lowered its price target for TEAM to $185 from $205 while maintaining an Outperform rating. The analyst pointed out that significant cost reductions are anticipated from the company’s recent workforce restructure, which will cut about 10% of employees, or 1,600 staff members. It is expected that these cuts will increase operating margins and help the business move closer to GAAP profitability. Compression in Atlassian’s comparable valuation multiples is also reflected in the price target adjustment.
Atlassian Corporation (NASDAQ:TEAM) explained in a regulatory filing that its restructure on March 11 is intended to accelerate development in AI-driven teamwork by reallocating resources to strategic priorities like enterprise sales and AI efforts. The business intends to increase long-term operational sustainability and efficiency by streamlining team processes to facilitate quicker execution throughout the Atlassian System of Work. Reductions shall adhere to local consultation and legal standards.
The estimated costs of these actions range from $225 million to $236 million, including $56 million to $62 million in expenses related to office space reductions and $169 million to $174 million in future cash outlays for severance, transition periods, and benefits. The company’s emphasis on resource optimization and supporting strategic growth objectives is highlighted by the fact that the majority of these charges are anticipated in Q3 of fiscal 2026 and will not be included in non-GAAP financial measurements.
Atlassian Corporation (NASDAQ:TEAM) is a software company providing collaboration and productivity tools, including Jira, Confluence, and Trello, for teams to plan, track, and manage projects.
While we acknowledge the potential of TEAM 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 TEAM and that has 100x upside potential, check out our report about this cheapest AI stock.
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