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.
9. VeriSign, Inc. (NASDAQ:VRSN)
Year-to-Date Performance: 37.93%
Analyst Upside Potential: 3.93%
Number of Hedge Fund Holders: 45
VeriSign, Inc. (NASDAQ:VRSN) is one of the 11 Unstoppable Tech Stocks to Invest in. VeriSign, Inc. (NASDAQ:VRSN) released its Q1 2025 results on April 24. The company delivered a revenue of $402.30 million up 4.68% and ahead of consensus by $501,540. The EPS of $2.10 also topped consensus by $0.01.
Diamond Hill Mid Cap Strategy noted VeriSign, Inc. (NASDAQ:VRSN) as one of the top individual contributors to returns in its Q1 2025 investor letter. The fund noted that the company in 2024 successfully renewed its .com agreement with the US Department of Commerce. Moreover, the company has also demonstrated strong growth in both its .com and .net domain bases.
VeriSign, Inc. (NASDAQ:VRSN) in Q1 2025 reached 169.8 million combined .com and .net domain names, reflecting an increase of 777,000 from year-end 2024. The company saw 10.1 million new domain registrations in Q1 2025, up from 9.5 million in both the previous quarter and the same quarter last year. Moreover, the renewal rate also improved to 75.3% in Q1 2025, compared to 74.1% a year ago. The fund believes the company to be attractive in terms of its business model and management.
VeriSign, Inc. (NASDAQ:VRSN) is a key provider of Internet infrastructure services, primarily managing the domain name system (DNS) that enables users to navigate the web. It operates the authoritative directories for major domain extensions like .com, .net, and .name, as well as certain country-code and internationalized domain names.
Diamond Hill Mid Cap Strategy stated the following regarding VeriSign, Inc. (NASDAQ:VRSN) in its Q1 2025 investor letter:
“On an individual holdings basis, top contributors to return in Q1 included VeriSign, Inc. (NASDAQ:VRSN) and Huntington Ingalls. VeriSign, which provides internet infrastructure and domain name registry services, successfully renewed its .com agreement with the US Department of Commerce in late 2024. It also demonstrated stability in both its .com and .net domain bases. We believe the company is favorably positioned with an attractive business model and management team, which has effectively opportunistically allocated capital.”
8. Rubrik, Inc. (NYSE:RBRK)
Year-to-Date Performance: 35.21%
Analyst Upside Potential: 22.62%
Number of Hedge Fund Holders: 45
Rubrik, Inc. (NYSE:RBRK) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 11, Robert W. Baird analyst Shrenik Kothari maintained a Buy rating on Rubrik, Inc. (NYSE:RBRK) with a price target of $110. The maintained bullish sentiment comes after the company posted a strong fiscal first quarter of 2026.
The company delivered a revenue of $278.5 million, up 49% year-over-year and ahead of market consensus by $18.07 million. The negative EPS of $0.15 also topped expectations by $0.17. Rubrik, Inc. (NYSE:RBRK) grew its subscription ARR by 38% year-over-year to $1.18 billion as of April 30, 2025.
Analyst Kothari noted Rubrik, Inc. (NYSE:RBRK) remaining performance obligations have shown significant year-over-year and quarter-over-quarter increases, indicating a healthy pipeline of future revenue. Nearly half of these obligations are expected to be recognized as revenue in the next 12 months, reflecting strong future income visibility. Moreover, the analyst also liked the subscription revenue growth, which was driven by higher-than-anticipated new sales and renewals.
Rubrik, Inc. (NYSE:RBRK) is a cloud data management company that provides a Zero Trust Data Security platform. It helps organizations against cyberattacks, malicious insiders, and operational disruptions.
7. Duolingo, Inc. (NASDAQ:DUOL)
Year-to-Date Performance: 37.64%
Analyst Upside Potential: 7.01%
Number of Hedge Fund Holders: 51
Duolingo, Inc. (NASDAQ:DUOL) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 11, analyst Nathan Feather from Morgan Stanley maintained an Overweight rating on Duolingo, Inc. (NASDAQ:DUOL) with a price target of $515. The analyst sees a “Triple Double” bull case for the company which could result in approximately $2 billion in EBITDA.
Feather sees Duolingo, Inc. (NASDAQ:DUOL) doubling its users, revenue per user, and profits. He notes, that if the company achieves this triple-double scenario its EBITDA would be around $2 billion. He believes the market under-appreciates the chances of this success and the potential of Duolingo, Inc. (NASDAQ:DUOL).
During the fiscal first quarter of 2025, the company grew its daily active users by 49% year-over-year to reach 46.6 million. Whereas the paid subscribers grew by 40% reaching 130.2 million during the same time. As a result, the company reached $230.7 million in revenue, representing a 38% year-over-year increase. Looking ahead, Duolingo, Inc. (NASDAQ:DUOL) expects to grow its bookings by 28.1% to 29.7% in Q2 2025.
6. Guidewire Software, Inc. (NYSE:GWRE)
Year-to-Date Performance: 40.65%
Analyst Upside Potential: 12.21%
Number of Hedge Fund Holders: 55
Guidewire Software, Inc. (NYSE:GWRE) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 6, Wells Fargo raised the firm’s price target on Guidewire Software, Inc. (NYSE:GWRE) from $220 to $265, while keeping an Overweight rating on the stocks. The price target upgrade comes after the company posted a strong Q3 with momentum carrying forward to Q4.
On June 3, Guidewire Software, Inc. (NYSE:GWRE) announced its Q3 2025 results. The company posted $293.51 million in revenue, reflecting 21.95% growth year-over-year and topping the consensus by $7.12 million. The EPS of $0.88 also exceeded the expectations by $0.41. Management noted it experienced record sales activity with 13 new cloud deals. Notably, the company’s Subscription and Support Revenue of $181.8 million grew 32% year-over-year.
Due to strong execution and a robust sales pipeline, Guidewire Software, Inc. (NYSE:GWRE) raised its full-year fiscal 2025 targets. The company expects total revenue for the year to be around $332 million and $340 million. Whereas the ARR is anticipated to reach $1.012 billion and $1.022 billion.
Guidewire Software, Inc. (NYSE:GWRE) provides a cloud-based platform for property and casualty insurance companies. The system is capable of managing the entire insurance lifecycle from product definition to claims management.
5. monday.com Ltd. (NASDAQ:MNDY)
Year-to-Date Performance: 24.95%
Analyst Upside Potential: 20.37%
Number of Hedge Fund Holders: 64
monday.com Ltd. (NASDAQ:MNDY) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 18, Steve Enders from Citi maintained a Buy rating on monday.com Ltd. (NASDAQ:MNDY) with a price target of $318. The rating comes after the company reported strong results for Q1 2025.
In the fiscal first quarter of 2025 monday.com Ltd. (NASDAQ:MNDY) came in with strong revenue growth, record operating profit, and highest-ever free cash flow during a quarter. The revenue of 30% year-over-year to reach $282.3 million with a GAAP operating income of $9.8 million against a net loss of $5 million a year ago.
Management noted they continue to invest in AI features and enterprise work management capabilities. Looking ahead, the company expects second-quarter revenue between $292 million to $294 million with non-GAAP operating income between $32 million to $34 million.
monday.com Ltd. (NASDAQ:MNDY) is a software company that offers a cloud-based Work Operating System designed to help teams build custom applications and manage projects efficiently.
4. Okta, Inc. (NASDAQ:OKTA)
Year-to-Date Performance: 25.16%
Analyst Upside Potential: 31.77%
Number of Hedge Fund Holders: 65
Okta, Inc. (NASDAQ:OKTA) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 23, Okta, Inc. (NASDAQ:OKTA) announced its partnership with ISVs to establish a new protocol called Cross App Access designed to secure AI agents’ interactions within enterprises. The new protocol will provide visibility, control, and governance over both agent-driven and app-to-app communications.
Cross-App Access is an extension of the OAuth standard that helps IT teams manage which applications AI agents can connect to and what data they can access. Management noted that AI agents increasingly use protocols like Model Context Protocol and Agent2Agent to connect learning models with enterprise data and apps. However, the current identity standards and security controls are not equipped to handle their autonomous, non-deterministic access patterns.
That’s where Cross App Access comes in. It helps ISVs deliver secure, scalable, and seamless cross-app AI integrations and reduces the risk of token sprawl and inconsistent access controls. The new protocol is expected to be available as a feature for select Okta Platform customers starting in Q3 2025.
Okta, Inc. (NASDAQ:OKTA) provides cloud-based identity and access management solutions that help organizations securely connect the right people to the right technologies and services.
3. Lam Research Corporation (NASDAQ:LRCX)
Year-to-Date Performance: 26.46%
Analyst Upside Potential: 2.06%
Number of Hedge Fund Holders: 91
Lam Research Corporation (NASDAQ:LRCX) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 24, Cantor Fitzgerald raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) from $90 to $115, while keeping an Overweight rating on the stock. The increased price target is based on the firm’s research which suggests a modestly improved wafer fab equipment market in 2025.
The firm noted that Cantor Fitzgerald’s industry checks suggest a modest improvement in the WFE sector for calendar year 2025, primarily driven by demand from domestic China. This suggests that 2026 will be another year of growth for the sector, thereby presenting growth opportunities for Lam Research Corporation (NASDAQ:LRCX) as well. Cantor Fitzgerald believes the sector is largely immune to tariff-related issues and expects the consensus estimates for the semiconductor equipment group to move significantly higher.
In Q3 2024, the company posted revenue of $4.72 billion, reflecting a 24.43% year-over-year increase. The revenue topped estimates by $79.9 million with EPS of $1.40 exceeding expectations by $0.04. China remained a major contributor to Lam Research Corporation (NASDAQ:LRCX)’s revenue, with China’s revenue forming 31% of its total revenue.
Lam Research Corporation (NASDAQ:LRCX) is a leading global supplier of wafer fabrication equipment and services used in the semiconductor industry to manufacture integrated circuits.
2. Snowflake Inc. (NYSE:SNOW)
Year-to-Date Performance: 35.68%
Analyst Upside Potential: 7.62%
Number of Hedge Fund Holders: 94
Snowflake Inc. (NYSE:SNOW) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 24, analyst Sanjit Singh from Morgan Stanley raised the price target on Snowflake Inc. (NYSE:SNOW) from $220 to $262, while maintaining a Buy rating on the stock. The improved outlook is based on the company’s performance under CEO Sridhar Ramaswamy.
Analyst Singh noted that Snowflake Inc. (NYSE:SNOW) has improved its execution across sales, go-to-market strategies, and product engineering, which has stabilized the company’s product revenue growth to a high 20% range. Moreover, the has also enhanced its innovation across various high-growth sectors including cloud data warehousing, data engineering, and AI/ML platforms.
Singh projects durable growth exceeding 20% annually through 2030, supported by expanding operating margins and a clear strategy to tap into a $300+ billion market opportunity. During the fiscal first quarter of 2026, Snowflake Inc. (NYSE:SNOW) grew its product revenue by 26% year-over-year to reach $996.8 million. The company also maintained a net revenue retention rate of 124%. Looking ahead, management anticipates second-quarter revenue between $1.035 billion to $1.040 billion, indicating 25% growth.
1. Uber Technologies, Inc. (NYSE:UBER)
Year-to-Date Performance: 34.94%
Analyst Upside Potential: 14.97%
Number of Hedge Fund Holders: 145
Uber Technologies, Inc. (NYSE:UBER) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 24, Reuters reported an Uber Technologies, Inc. (NYSE:UBER) backed electric bike and scooter network startup called Lime has hired investment banks to prepare for an IPO in the United States.
Lime is a San Francisco-based startup, according to the sources of Reuters, it has hired Goldman Sachs and JPMorgan Chase to help with its IPO. The company is anticipated to launch next year and could value the firm higher than its Uber Technologies, Inc. (NYSE:UBER) led funding round in 2020. The source added that reports at that time valued the company at about $510 million.
The company was founded in 2017 and is now led by Uber Technologies, Inc. (NYSE:UBER)’s former executive Wayne Ting. It provides short-term rentals of electric bikes and scooters in more than 280 cities in nearly 30 countries.
Uber Technologies, Inc. (NYSE:UBER) is a technology company that operates a ride-hailing platform working in three main areas including Mobility, Delivery, and Freight.
While we acknowledge the potential of UBER 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 UBER and that has 100x upside potential, check out our report about this cheapest AI stock.
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Disclosure: None.
