In this article, we will look at the 12 Best Big Tech Stocks to Buy According to Wall Street Analysts.
On June 18, Meera Pandit, JPMorgan global market strategist, appeared on CNBC’s ‘Squawk on the Street’ to talk about how the market should process the latest news and the potential for more rate hikes, among other things.
She was of the view that markets are dealing with this tug of war between a bit of relief on the Iran front when we think about gas prices, gasoline prices, and oil prices, and a bit more of a relief for consumers. However, she added that at the same time, there is this decidedly more hawkish Fed, not just coming from the chair but who is representing the consensus of the committee.
READ ALSO: 8 Best AI Software Stocks to Buy According to Hedge Funds AND 10 Best AI Memory Stocks to Buy in 2026.
Pandit believes that this is going to be a challenge in terms of absorbing that, because if we look back at “durable shocks” to the market in the last couple of years, we see 2022, 2018, 2015, all periods where the Fed was hiking. Therefore, she believes that there is a risk to the market that this won’t just be a temporary spook but rather something more durable. Pandit further stated that despite that, you contrast that with the backdrop of earnings and the overall AI trend that is so strong that if we can make it to mid July, the earnings season for the next quarter will continue to bolster equities overall.
With these broader market trends in view, let’s look at the best big tech stocks to buy according to Wall Street analysts.
Our Methodology
We used the Finviz stock screener to identify the best big tech stocks that analysts are bullish on. Then we selected the top 12 stocks most popular among hedge funds as of Q1 2026, using the hedge fund sentiment data from Insider Monkey’s database. The stocks are arranged in ascending order of analyst upside.
Note: All data was recorded on June 19.
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 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).
12 Best Big Tech Stocks to Buy According to Wall Street Analysts
12. TE Connectivity plc (NYSE:TEL)
Analyst Upside: 20.44%
TE Connectivity plc (NYSE:TEL) is one of the best big tech stocks to buy according to Wall Street analysts. Barclays lifted the price target on TE Connectivity plc (NYSE:TEL) to $300 from $297 on June 15 and reiterated an Overweight rating on the shares. The firm lowered the company’s fiscal Q3 earnings estimates ahead of its earnings report. For reference, in its financial results for fiscal Q2 2026, TE Connectivity plc (NYSE:TEL) reported that net sales for the quarter reached $4.74 billion, up 7% organically and 15% on a reported basis year over year, driven primarily by growth in both the Industrial and Transportation segments. GAAP diluted earnings per share from continuing operations were $2.90, while adjusted EPS reached a record $2.73, reflecting a growth of 24% year over year.
TE Connectivity plc (NYSE:TEL) also reported record orders of $5.3 billion in the quarter, reflecting an increase of 25% year over year with double-digit order growth in both segments and growth in all businesses.
TE Connectivity plc (NYSE:TEL) is involved in the provision of connectivity and sensor solutions for the distribution of signal, power, and data. The company’s operations are divided into the following segments: Transportation Solutions, Industrial Solutions, and Communications Solutions.
11. Jabil Inc. (NYSE:JBL)
Analyst Upside: 21.58%
Jabil Inc. (NYSE:JBL) is one of the best big tech stocks to buy according to Wall Street analysts. Argus lifted the price target on Jabil Inc. (NYSE:JBL) to $475 from $300 on June 18 and maintained a Buy rating on the shares, telling investors in a research note that the company delivered stronger-than-expected fiscal Q3 results and raised FY26 guidance. This reinforces expectations for double-digit growth and also highlights increased investment in manufacturing capacity, the expanding AI-driven opportunities, and a favorable outlook across data center infrastructure, healthcare, automotive, networking, and its broader end markets, according to the firm.
Jabil Inc. (NYSE:JBL) also received a rating update from Raymond James the same day. The firm lifted the price target on the stock to $450 from $425 and reaffirmed a Strong Buy rating on the shares. It told investors in a research note that following strong May-quarter results that lifted FY26 expectations, the view on the company remains positive. This is supported by factors such as accelerating AI-related demand and the strength of its broader, well-diversified business portfolio, supporting continued conviction in the stock.
Jabil Inc. (NYSE:JBL) is involved in the provision of manufacturing services and solutions. The company’s operations are divided into the Electronics Manufacturing Services (EMS) and Diversified Manufacturing Services (DMS) segments.
10. MongoDB, Inc. (NASDAQ:MDB)
Analyst Upside: 23.21%
MongoDB, Inc. (NASDAQ:MDB) is one of the best big tech stocks to buy according to Wall Street analysts. BofA lifted the price target on MongoDB, Inc. (NASDAQ:MDB) to $450 from $390 on June 8 and reaffirmed a Buy rating on the shares. The firm cited increased confidence in the demand environment and the infrastructure software peer group multiple expansion.
The rating update came after MongoDB, Inc. (NASDAQ:MDB) reported its financial results for fiscal Q1 2027, with total revenue for the quarter coming up to $687.6 million, up 25% year-over-year. Subscription revenue reached $666.1 million, reflecting an increase of 25% year-over-year, while services revenue was $21.5 million, an increase of 22% year-over-year.
The company further reported that gross profit for fiscal Q1 2027 was $496.2 million, representing a 72% gross margin compared to 71% in the year-ago period, while non-GAAP gross profit was $512.2 million, representing a 74% non-GAAP gross margin and consistent with the year-ago period. MongoDB, Inc. (NASDAQ:MDB) reported $24.8 million in loss from operations in the quarter, compared to a loss from operations of $53.6 million in the year-ago period.
MongoDB, Inc. (NASDAQ:MDB) is involved in the development and provision of a general-purpose database platform, with its products including MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. The company also offers professional services, including consulting and training.
9. Synopsys, Inc. (NASDAQ:SNPS)
Analyst Upside: 25.67%
Synopsys, Inc. (NASDAQ:SNPS) is one of the best big tech stocks to buy according to Wall Street analysts. Synopsys, Inc. (NASDAQ:SNPS) received several rating updates following the release of its fiscal Q1 financial results. BofA lifted the price target on the stock to $600 from $515 on May 28 and maintained a Buy rating on the shares. The firm cited the “promising” FY26 guidance raise, “encouraging” catalyst path, and an investor day on September 30, which it believes could be “a potential positive catalyst” given that it expects a new long-term model. This includes the benefit of Ansys synergies.
Synopsys, Inc. (NASDAQ:SNPS) also received a rating update from Wells Fargo the same day. The firm lifted the price target on the stock to $535 from $505 and reiterated an Equal Weight rating on the shares. It stated that the company delivered positive results and guidance, adding that the adjusted organic 2026 forecast being greater than the first-half beat was better than expected. The firm believes that with Management co-op, Synopsys, Inc. (NASDAQ:SNPS) shares could start to offer a more interesting risk/reward at its late-September Analyst Day.
Synopsys, Inc. (NASDAQ:SNPS) provides electronic design automation (EDA) software used by engineers for the design and testing of integrated circuits. The company also offers semiconductor intellectual property products, and its operations are divided into the Design Automation and Design IP segments.
8. Adobe Inc. (NASDAQ:ADBE)
Analyst Upside: 28.79%
Adobe Inc. (NASDAQ:ADBE) is one of the best big tech stocks to buy according to Wall Street analysts. Adobe Inc. (NASDAQ:ADBE) announced on June 18 a major expansion of its creative agent across Firefly, the all-in-one creative AI studio, and Creative Cloud. Adobe Firefly now delivers expanded agentic capabilities along with new creative skills and tools. The company also introduced its creative agent across Creative Cloud apps, including Illustrator, Premiere, Photoshop, and more. This allows creators to “describe their desired outcome while the assistant orchestrates multi-step workflows”. Adobe Inc. (NASDAQ:ADBE) further stated that, taken together, the advancements establish the company’s creative agent as the “connective layer across every stage of creative work”, allowing creatives to focus on the taste, craft, and judgment that “make the work distinctly theirs”.
In a separate development, Adobe Inc. (NASDAQ:ADBE) was downgraded by Freedom Broker to Hold from Buy on June 12, with the firm bringing the price target on the stock down to $250 from $510. The firm believes that the company’s growth quality shifted this quarter, as the acceleration was acquired rather than organic. It further told investors in a research note that management is deliberately trading near-term subscription revenue for top-of-funnel reach.
Adobe Inc. (NASDAQ:ADBE) is a US-based global technology company that offers services, products, and solutions to fuel digital and immersive experiences and imagine, manage, optimize, and engage with content across surfaces.
7. Fair Isaac Corporation (NYSE:FICO)
Analyst Upside: 42.31%
Fair Isaac Corporation (NYSE:FICO) is one of the best big tech stocks to buy according to Wall Street analysts. UBS lifted the price target on Fair Isaac Corporation (NYSE:FICO) to $1,250 from $1,110 on June 16 and maintained a Neutral rating on the shares.
Fair Isaac Corporation (NYSE:FICO) also received a rating update from Clear Street on June 9. The firm lifted the price target on the stock to $1,625 from $1,617 and maintained a Buy rating on the shares, telling investors in a research note that the company’s new $2 billion stock repurchase program reflects 7% of total diluted shares outstanding and shows its strong balance sheet. Clear Street also believes that Fair Isaac Corporation (NYSE:FICO) has a capital-light business model, which allows management to be aggressive when the stock’s valuation is attractive.
In a separate development, Fair Isaac Corporation (NYSE:FICO) announced on June 8 that its Board of Directors approved a stock repurchase program to acquire up to $2.0 billion of the company’s outstanding common stock.
Fair Isaac Corporation (NYSE:FICO) provides decision management solutions. The company’s operations are divided into the Software and Scores segments.
6. NVIDIA Corporation (NASDAQ:NVDA)
Analyst Upside: 43.16%
NVIDIA Corporation (NASDAQ:NVDA) is one of the best big tech stocks to buy according to Wall Street analysts. Reuters reported on June 11 that, according to a post by Andrews on LinkedIn on Thursday, after Reuters reported his appointment, NVIDIA Corporation (NASDAQ:NVDA) hired veteran lobbyist Bruce Andrews to head government affairs in Washington, D.C. It further reported that the appointment has come at a time when the company is attempting to bolster its continued influence in Washington, in a backdrop where its ties to China, where the company wants to continue growing, are facing renewed scrutiny. Reuters added that NVIDIA Corporation (NASDAQ:NVDA) declined to comment.
In another development, Reuters reported on June 17 that the United States government awarded $500 million on Wednesday to startup SandboxAQ, which is backed by NVIDIA Corporation (NASDAQ:NVDA), for the development of new chemicals and materials for domestic semiconductor manufacturing. This includes alternatives to PFAS and rare earth imports, and the award is part of President Donald Trump’s move to allocate research funds under the CHIPS Act. Reuters also provided additional context, reporting that this effort previously funded a $150 million investment in new chip manufacturing tools and a $2 billion investment in quantum computing.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA 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 NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.
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