In this article, we will be taking a look at the 12 Best Strong Buy Tech Stocks to Invest In Now.

Technology stocks continue to be one of Wall Street’s most contentious investment options, but many billionaire investors and hedge fund managers see the industry as a promising long-term development possibility. Despite continuous market volatility, investors are encouraged to keep significant exposure to technology due to the rapid rise of artificial intelligence, cloud computing, semiconductors, and automation, which are transforming the global economy.

This optimistic view has been reaffirmed by several notable investors. Stanley Druckenmiller has made significant investments in AI-related businesses, claiming that a multi-year infrastructure cycle centered on data centers, semiconductors, and enterprise AI adoption is about to begin. Although he warns against chasing inflated values, Ken Griffin he thinks AI and advanced computers might significantly increase efficiency across industries. In the meantime, Warren Buffett, who had previously shunned technology companies, amassed a sizable stake in Apple after realizing the company’s unparalleled customer loyalty and capacity to generate profits. AI, robots, genomics, and automation might generate trillions of dollars in future economic value, according to investors like Cathie Wood.

The long-term potential of the industry is further supported by research. According to a Stanford Institute for Human-Centered Artificial Intelligence report, as enterprise adoption of AI accelerated across industries, private global investment in the technology hit all-time highs. However, according to McKinsey & Company research, generative AI alone could boost the world economy by up to $4.4 trillion a year through increased productivity and improved operations.

Optimism surrounding AI remains a key market driver. On May 7, Anastasia Amoroso, Chief Investment Strategist at Partners Group Private Wealth, told CNBC’s “Squawk on the Street” that AI continues to dominate markets, with the Mag 7 helping lift S&P 500 Q1 earnings growth from 15% to 27%, while some companies posted earnings surprises between 70% and 90%. Amoroso also highlighted the shift from conversational AI to agentic AI, noting token usage increased 14-fold over the last 12 months, while a Goldman Sachs study projects another 24x increase in the years ahead. Despite growing opportunities in international markets driven by on-shoring trends and rising defense spending in Europe and Asia, Amoroso believes investors should remain strategically overweight US technology stocks because of the country’s leadership in innovation, productivity, and tax policy.

With that said, let’s take a look at the best strong buy stocks.

Our Methodology

For our methodology, we screened for tech stocks rated as Strong Buys by analysts with market capitalizations exceeding $2 billion. From this list, we selected the 10 stocks with the most recent news and developments and ranked them in ascending order based on the total number of hedge fund holders as of Q4 2025, according to the Insider Monkey database.

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 12 best strong buy tech stocks to invest in now.

12. Flex Ltd. (NASDAQ:FLEX)

Number of Hedge Fund Holders: 11

Flex Ltd. (NASDAQ:FLEX) is one of the best Strong Buy stocks on this list.

TheFly reported on May 13 that BofA raised its price target on Flex to $180 from $75 while maintaining a Buy rating on the shares. The firm updated its outlook after management announced plans to separate the Cloud & Power infrastructure business into an independent company. BofA said the higher valuation reflects expectations for a split between FLEX’s faster-growing power and compute operations and its more stable electronics manufacturing services segment. The firm also projected stronger future earnings growth, forecasting a notable increase in earnings per share by calendar year 2027 compared to 2026 levels.

Moreover, on May 14, JetCool, a subsidiary of Flex Ltd. (NASDAQ:FLEX), introduced new SmartPlate System configurations on May 14, 2026, designed for Dell PowerEdge R770 and R7725 servers. The direct-to-chip liquid cooling technology supports systems powered by AMD EPYC and Intel Xeon 6 processors and is aimed at improving compute density and energy efficiency in enterprise and edge data centers. The company stated that the platform can reduce IT power consumption by an average of 13% while enhancing thermal performance. The sealed system is built for deployment without requiring major facility modifications or water infrastructure upgrades, allowing operators to integrate advanced cooling technology into existing air-cooled environments with minimal disruption.

Flex Ltd. (NASDAQ:FLEX) is a global manufacturing and supply chain company that designs and builds products for industries including automotive, cloud computing, healthcare, and industrial technology.

11. Lattice Semiconductor Corporation (NASDAQ:LSCC)

Number of Hedge Fund Holders: 33

Lattice Semiconductor Corporation (NASDAQ:LSCC) is one of the best Strong Buy stocks.

TheFly reported on May 22 that Deutsche Bank increased its price objective on LSCC to $175 from $150 while reaffirming a Buy rating. The firm stated that its evaluation of LSCC’s planned acquisition of AMI strengthened confidence in the transaction, highlighting both financial benefits and long-term strategic value. Deutsche Bank noted that the proposed deal could enhance the company’s positioning and broaden its growth opportunities beyond the immediate earnings impact.

In another positive development, on May 14, Lattice Semiconductor Corporation (NASDAQ:LSCC) announced that its Lattice sensAI solution platform received recognition at the 2026 Globee Awards for Artificial Intelligence in the category focused on AI-driven quality control and defect detection. The sensAI platform is designed to support low-power edge artificial intelligence and machine learning applications across industrial, automotive, and consumer markets.

The corporation stated that the technology helps developers deploy compact AI systems that deliver real-time performance under strict energy and thermal constraints. LSCC highlighted the platform’s ability to support advanced vision and sensing workloads for industrial inspection environments requiring reliable and efficient operation. The recognition reflects the growing role of edge AI technologies in manufacturing automation, monitoring systems, and intelligent defect analysis applications.

Lattice Semiconductor Corporation (NASDAQ:LSCC) is a U.S. semiconductor company that develops low-power FPGAs and software for edge computing, AI, security, and industrial applications.

10. Applied Digital Corporation (NASDAQ:APLD)

Number of Hedge Fund Holders: 40

Applied Digital Corporation (NASDAQ:APLD) is also one of the best Strong Buy stocks on this list.

TheFly reported on May 21 that Lake Street raised its price target on APLD to $70 from $55 while reaffirming a Buy rating on the shares. The firm pointed to the company’s expanding hyperscaler customer base, highlighting the addition of a fourth major lease agreement that added approximately $7.5 billion in contracted revenue. This brought APLD’s total contracted revenue backlog to roughly $31 billion, equivalent to about $2.1 billion annually. Lake Street stated that market demand for large-scale digital infrastructure remains strong and expressed confidence that the company could continue securing additional business opportunities as it strengthens its position within the hyperscale data center market.

Additionally, on May 20, Applied Digital Corporation (NASDAQ:APLD) announced a long-term lease agreement for its Polaris Forge 3 AI data center campus with the same U.S.-based investment-grade hyperscaler previously involved in Delta Forge 1. The project is designed to deliver 300 megawatts of critical IT capacity supported by approximately 430 megawatts of utility power for large-scale artificial intelligence and high-performance computing workloads. The 15-year agreement carries an estimated base contract value of $7.5 billion and increases the company’s total contracted lease revenue across four AI campuses to approximately $31 billion. APLD stated that the facility will incorporate advanced liquid-cooling systems and proprietary waterless cooling technology to support high-density AI infrastructure deployments.

Applied Digital Corporation (NASDAQ:APLD) is a U.S.-based digital infrastructure company that develops and operates large-scale data centers for AI, high-performance computing, and cloud services.

9. Strategy Inc (NASDAQ:MSTR)

Number of Hedge Fund Holders: 41

Strategy Inc (NASDAQ:MSTR) is among the best Strong Buy stocks on this list.

TheFly reported on May 19 that TD Cowen increased its price target on MSTR to $400 from $395 while maintaining a Buy rating on the shares. The firm noted that the company’s treasury strategy continues to outperform expectations, supported by accelerated Bitcoin accumulation and value-enhancing balance sheet actions. These developments have contributed to a higher amount of Bitcoin per share and strengthened overall financial flexibility. The update reflects growing confidence in MSTR’s capital allocation approach and its ability to expand digital asset exposure in a way that improves shareholder value over time.

On May 18, in a regulatory filing, Strategy Inc (NASDAQ:MSTR) disclosed an update on its Bitcoin position, reporting the purchase of 24,869 BTC for roughly $2.01 billion in cash. The acquisition was executed over the period between May 11 and May 17 at an average price of $80,985 per Bitcoin. Following this transaction, the company’s total holdings rose to 843,738 BTC. The cumulative cost basis for its Bitcoin treasury was reported at approximately $63.87 billion. The update reflects the company’s continued accumulation strategy and expansion of its digital asset reserves through large-scale market purchases executed over a short trading window.

Strategy Inc (NASDAQ:MSTR) is an enterprise software company that also uses its cash flows and capital raises to accumulate Bitcoin as its primary treasury asset.

8. CACI International Inc (NYSE:CACI)

Number of Hedge Fund Holders: 42

CACI International Inc (NYSE:CACI) is one of the best Strong Buy stocks on this list.

TheFly reported on May 18 that Citi reduced its price target on CACI to $555 from $614 while maintaining a Neutral rating on the stock. The firm updated its outlook across the aerospace and defense sector, noting that a rapid V-shaped recovery is unlikely in the near term without a clearer resolution of geopolitical tensions in the Middle East. At the same time, Citi suggested that recent share price weakness may present selective buying opportunities. The firm expects aerospace-related equities to recover first, followed by broader defense names as market conditions stabilize.

Additionally, on May 20, CACI International Inc (NYSE:CACI) announced that it has been selected to advance into Phase 3 of the U.S. Space Force Enterprise Space Terminal program under Space Systems Command. The milestone expands its Optical Communications Terminal portfolio and builds on prior development work completed in earlier phases, including design validation and interoperability testing of its space communication hardware.

In the upcoming phase, the company will develop a prototype flight terminal, conduct additional performance and compatibility evaluations, and prepare the system for deployment in beyond low Earth orbit missions. The program aims to enhance resilient space-based communications capabilities, and CACI emphasized its continued work in advancing secure optical communication systems for national security applications across multiple orbital environments.

CACI International Inc (NYSE:CACI) is a U.S. technology and defense contractor that provides IT, engineering, and intelligence services mainly to the federal government and defense agencies.

7. Cipher Digital Inc. (NASDAQ:CIFR) 

Number of Hedge Fund Holders: 43

Cipher Digital Inc. (NASDAQ:CIFR) is among the best Strong Buy stocks on this list.

TheFly reported on May 19 that Morgan Stanley increased its price target on CIFR to $42.50 from $40.50 while maintaining an Overweight rating on the stock. The firm said the adjustment reflects an updated assessment of the company’s outlook following its first quarter results.

Cipher Digital Inc. (NASDAQ:CIFR) reported its first-quarter 2026 results on May 5, along with an operational and strategic update covering its data center expansion activities. The company disclosed progress on multiple development projects, including advancement at its Barber Lake facility, where construction has reached structural completion and mechanical and electrical installations are underway while remaining on schedule. At the Black Pearl site, retrofit work for the initial phase is continuing, with planning for the next phase already initiated.

CIFR also secured a revolving credit facility providing up to $200 million in committed financing capacity from a syndicate of global financial institutions, strengthening its liquidity position. During the quarter, the company signed a third data center campus lease with an investment-grade hyperscale customer, supporting its long-term growth strategy. Financial results showed revenue of $35 million and negative adjusted EBITDA of $48 million, reflecting continued investment in scaling its infrastructure platform.

Cipher Digital Inc. (NASDAQ:CIFR) is a data center company transitioning from Bitcoin mining to building high-performance computing infrastructure for AI and hyperscale clients.

6. Tower Semiconductor Ltd. (NASDAQ:TSEM)

Number of Hedge Fund Holders: 46

Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the best Strong Buy stocks on this list.

TheFly reported on May 14 that Benchmark increased its price target on TSEM to $335 from $230 while maintaining a Buy rating on the shares.

Separately, in a recent development, on May 13, Tower Semiconductor Ltd. (NASDAQ:TSEM) announced that it has secured silicon photonics (SiPho) supply agreements valued at approximately $1.3 billion, targeting revenue contributions in 2027. The contracts include commitments from major customers along with about $290 million in prepaid capacity reservations. The agreements also extend into 2028 with additional wafer demand commitments and further expected prepayments, reinforcing longer term visibility.

The company indicated that overall customer demand for 2027 is higher than the contracted amount due to a broad base of more than 50 SiPho customers across multiple optical and connectivity applications. TSEM is expanding manufacturing capacity across its global fabrication network to support this rising demand, particularly in optical interconnect technologies used in data center and AI infrastructure. The firm also highlighted continued development in advanced silicon photonics capabilities, including next-generation modulators, optical circuit switching, and high-speed transmission technologies designed to support increasing bandwidth and energy efficiency requirements in AI-driven computing systems.

Tower Semiconductor Ltd. (NASDAQ:TSEM) is an independent semiconductor foundry that produces analog chips for automotive, medical, industrial, and aerospace applications.

Click to continue reading and see the 5 Best Strong Buy Tech Stocks to Invest In Now.

Disclosure: None. Follow Insider Monkey on Google News.