In this article, we will look at the 11 Unstoppable Tech Stocks to Invest In.
On May 5, J.P. Morgan released its mid-year outlook for 2025 suggesting that despite the recent slump in the technology sector the outlook remains cautiously optimistic. This is due to the strong earnings and reasonable valuations of technology companies. As of May 9, the technology sector was down 8% with Mag Seven stocks falling more than 12% year-to-date. However, despite a challenging start to the year, the industry is still expected to deliver earnings per share growth of 15% during 2025, compared to the 8% growth expected for the rest of the market. The growth is said to be driven by the long-term potential of artificial intelligence.
The report also highlights that, while the valuations of the sector appear expensive at first glance, they are at the lowest level seen in over a decade. As per the report, the tech sector is trading at 26 times its forward P/E compared to the 20 times forward P/E valuation of the broader market. On top of this, the Trump Administration’s temporary exemption of semiconductors and electronic products from tariffs also makes the sector attractive to investors.
J.P. Morgan also noted that while the sector is poised for AI-driven growth, tariff policies, and geo-political uncertainties can cause near-term challenges. Therefore, the report advises investors to expect volatility but anticipates the market to climb the “wall of worry” despite challenges.
With that let’s take a look at the 11 unstoppable tech stocks to invest in.
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Our Methodology
To compile the list of 11 unstoppable tech stocks to invest in, we used the Finviz stock screener, CNN, and Seeking Alpha as our sources. Using the screener we aggregate a list of technology stocks that have performed positively on a year-to-date basis (increased 20% or more), have positive 3-year sales growth, and analysts see positive upside potential. Next, we cross-checked the YTD performance and analyst upside potential for each stock from CNN and sales growth from seeking alpha. Lastly, we ranked the stocks based on the number of hedge fund holders sourced from Insider Monkey’s Q1 2025 hedge funds database. Please note that the data was recorded on June 24, 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
11 Unstoppable Tech Stocks to Invest In
11. QXO, Inc. (NYSE:QXO)
Year-to-Date Performance: 56.93%
Analyst Upside Potential: 32.67%
Number of Hedge Fund Holders: 36
QXO, Inc. (NYSE:QXO) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 21, Reuters reported Billionaire Brad Jacobs, CEO of QXO, Inc. (NYSE:QXO) made an offer to acquire GMS Inc (NYSE:GMS) for about $5 billion in cash. The Billionaire also threatened the company regarding a hostile takeover if the management rejected the proposal.
This comes after QXO, Inc. (NYSE:QXO) on April 29 completed the acquisition of Beacon Roofing Supply after a prolonged takeover battle for approximately $11 billion. The acquisition significantly expanded the company’s market position in the United States and Canada. These series of acquisitions by the company are part of its plan to become a $50 billion tech-enabling revenue building-products distributor within the next 10 years.
The acquisition of GMS Inc (NYSE:GMS) will expand QXO, Inc. (NYSE:QXO)’s market into house interior materials as well. The proposal is currently in a friendly phase, however, Jacobs has threatened to bypass the management and take its offer directly to the shareholders of GMS in case the proposal is rejected.
QXO, Inc. (NYSE:QXO) delivers technology solutions mainly to manufacturing, distribution, and service sector clients. It is also recognized as one of the largest distributors of roofing, waterproofing, and complementary building products in the United States.
10. JFrog Ltd. (NASDAQ:FROG)
Year-to-Date Performance: 35.24%
Analyst Upside Potential: 8.38%
Number of Hedge Fund Holders: 43
JFrog Ltd. (NASDAQ:FROG) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 9, Robert W. Baird analyst Shrenik Kothari maintained a Buy rating on JFrog Ltd. (NASDAQ:FROG) and raised the price target from $42 to $45. The price target upgrade is based on the positive response to the company’s enterprise-focused market strategies.
Kothari noted that the company is focused on targeting a greater number of larger customers as part of its enterprise-focused strategy. The analyst believes that this will increase average deal sizes and secure more multi-year contracts, thereby improving the overall profitability. Kothari also noted JFrog Ltd.’s (NASDAQ:FROG) integration with Hugging Face, noting it to be a significant step in artificial intelligence and machine learning strategy. The partnership enhances the security and trustworthiness of open-source ML models by providing “JFrog Certified” scans.
Moreover, despite some challenges in cloud growth and billings comparisons, Kothari views JFrog Ltd.’s (NASDAQ:FROG) revised annual cloud growth target as achievable, backed by positive feedback from partners and customers. During the fiscal first quarter of 2025, the company delivered $122.4 million in revenue, up 22% year-over-year. The company expects full-year 2025 baseline cloud growth to now be in the range of 31% to 33%.
JFrog Ltd. (NASDAQ:FROG) provides a comprehensive Software Supply Chain Platform that helps organizations manage, secure, and distribute software packages throughout the development lifecycle. It serves as a single system of record for all software packages, data, and machine learning models used and produced in the development process.