In a recent CNBC interview, Wedbush’s renowned tech analyst Dan Ives said that the recent tech selloff is a buying opportunity. He argued that we’re still in the early innings of a multi-year bull cycle for enterprise AI. Tech behemoths like Microsoft, Nvidia, and Alphabet continue to dominate hedge fund portfolios due to their scale, innovation, and growing influence in both commercial and government sectors.
Names such as Palantir, while volatile, are attracting attention for their role in AI implementation across public and private sectors. Ives notes that only a small percentage of companies have begun adopting AI tools at scale and that the runway for growth remains massive, especially outside the U.S.
With hedge funds favoring high-quality names that are building the digital infrastructure of the future, it’s clear the tech rally isn’t over; it’s just evolving. And for patient investors, these “AI core winners” may still have plenty of upside left.
Our Methodology
To identify the 12 best tech stocks to buy according to analysts, we used Finviz’s screener to choose stocks in the “Technology” sector. We included only those tech stocks that had an upside of at least 20%. We sorted the final list in ascending order of hedge fund sentiment as of Q2 2025. We broke ties based on market cap by ranking the larger company higher.
Note: All data was recorded on September 2, 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).
12 Best Tech Stocks to Buy According to Analysts
12. CoreWeave, Inc. (NASDAQ:CRWV)
Average Analyst Upside: 37.9%
Number of Hedge Fund Holders: 29
Market Cap: $45.06 billion
CoreWeave, Inc. (NASDAQ:CRWV) is one of the best tech stocks to buy according to analysts. On August 27, Cantor Fitzgerald initiated coverage of CoreWeave, Inc. (NASDAQ:CRWV) with a Buy rating along with a price target of $116.
The firm noted the cloud company’s “significant AI market opportunity” despite the 131% run since its IPO on March 28 2025. That said, the stock has retreated by a little over 50% since topping at $187 on June 20.
CoreWeave, a pioneer in specialized AI cloud services provider has benefited from huge, long-term partnerships with companies like Nvidia and Microsoft, with the latter accounting for a huge portion of its revenue. This year the company has been spreading its wings in AI data centers across US and Europe, including a $6 billion data center in Pennsylvania.
However, the company has raised substantial debt in order to fuel its growth. As of Q2 2025, the company had a total debt of $11.05 billion on its balance sheet. Also, the company’s valuation remains a concern for some analysts, with the TTM price-to-sales ratio standing at 12.85x. That said, Wall Street expects the company’s revenue to grow to nearly $12 billion in 2026.
11. IonQ, Inc. (NYSE:IONQ)
Average Analyst Upside: 23.23%
Number of Hedge Fund Holders: 30
Market Cap: $12.60 billion
IonQ, Inc. (NYSE:IONQ) is one of the best tech stocks to buy according to analysts. On August 27, B. Riley’s analyst Craig Ellis initiated coverage of quantum computing stock IonQ, Inc. (NYSE:IONQ). Ellis gave IonQ a Buy Rating along with a 12-month price target of $61. As of September 2, the stock was trading at $42.42, which implies an upside of 43.8%.
Ellis noted that the company is the sector’s revenue growth leader, with three consecutive years of 100% year-over-year growth. Ellis cited the “progressing” pipeline, with a fifth-generation product set to launch later this year.
The company is making huge strides with a focus on its trapped-ion technology. The trapped ion technology helps generate extremely reliable quantum bits (qubits) that can stay stable for a long time and work accurately. This is crucial for solving extremely complex problems that conventional computers can’t handle. The trapped Ion technology also provides a cost advantage over other methods like superconducting qubits.
IonQ, Inc. (NYSE:IONQ) has also acquired some companies to help expedite its progress in quantum computing. For example, it acquired Oxford Ionics, a company that develops technology promising higher ion trap density, which helps improve computing power.
