In this article, we will take a look at the tech stocks with the best earnings growth in 2026.
As digital transformation and the use of AI deepen across markets, technology remains one of the sectors in focus. From cloud computing to AI and semiconductors to enterprise software, technology leaders are leveraging structural changes that continue to reshape the global market.
With rising tensions between the U.S., Israel, and Iran, investors are wondering: Which sectors benefit, and which are at risk? According to the Bank for International Settlements (BIS), markets witnessed significant shifts beneath the surface, despite presenting a calm front at the outset.
Published on March 16, the BIS Quarterly Review outlined that global equity markets experienced both regional and sectoral shifts in late 2025 as investors drove away from US large-cap and growth stocks. Worries related to AI spending and disruption impacted richly valued technology companies, the publication noted, adding that these concerns redirected attention to private credit portfolios, particularly those with high software exposures.
As investors questioned lofty valuations, momentum in tech stocks faded, and capital shifted toward alternative sectors. As stated in the article,
“Large US technology stocks faced volatility despite strong earnings, as concerns over elevated valuations and future capital spending emerged. Guidance on higher capital spending raised fears of potential earnings disappointments, particularly for AI ‘hyperscalers’.”
With this in mind, we have compiled a list of the 12 tech stocks with the best earnings growth in 2026.
Photo by Adam Nowakowski on Unsplash
Our methodology
For this article, we began by filtering for stocks in the technology sector with a market capitalisation of over $2 billion. Next, we shortlisted stocks with EPS Growth this year of at least 20% and the highest number of hedge fund holdings. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks were then ranked in ascending order by the number of hedge fund holdings.
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).
12. Synopsys, Inc. (NASDAQ:SNPS)
Synopsys, Inc. (NASDAQ:SNPS) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 11, Synopsys, Inc. (NASDAQ:SNPS) hosted the Converge 2026 Keynote, outlining its strategic shift in the technology space. The event highlighted the company’s positioning in electronic design automation and advancement in system-level solutions after the Ansys acquisition. With an emphasis on silicon and systems integration, the conference discussed the impact of agentic AI on enhancing engineering capabilities.
In the operational update, Synopsys, Inc. (NASDAQ:SNPS) underscored its acquisition of Ansys and strategic investments in co-design, digital twin, and agentic AI. The company is also developing AI-powered tools and workflows across its offerings and initiating collaborations with tech giants to scale its AI initiatives.
Looking ahead, Synopsys, Inc. (NASDAQ:SNPS) plans to lead the convergence of silicon and systems, supporting both pervasive intelligence and physical AI. The company remains committed to addressing concerns surrounding power challenges, latency, and uncontrolled environments in intelligent system design. With that said, the company aims to accelerate the adoption of agentic AI to improve engineering capabilities and productivity.
Previously, on February 27, Morgan Stanley downgraded Synopsys, Inc. (NASDAQ:SNPS) from Overweight to Equalweight and trimmed the price target to $480 from $550. According to the firm, new joint products with Ansys are anticipated for the initial half of 2026 across electronic design automation, with the intellectual property business expected to improve in the second half.
Synopsys, Inc. (NASDAQ:SNPS) is a California-based company that provides IP solutions in the semiconductor and electronics industries. Incorporated in 1986, the company operates through two main segments: Design Automation and Design IP.
11. Adobe Inc. (NASDAQ:ADBE)
Adobe Inc. (NASDAQ:ADBE) is among the 12 Tech Stocks with the Best Earnings Growth in 2026. On March 16, Argus downgraded Adobe Inc. (NASDAQ:ADBE) to Hold from Buy following the announcement of CEO Shantanu Narayan’s departure. According to the analyst Joseph Bonner, the company’s Q1 FY2026 results were overshadowed by the leadership transition.
Bonner believes that Adobe Inc. (NASDAQ:ADBE) is driving consistent innovation with generative AI across its expanding product suite. The firm reiterated its non-GAAP EPS forecast for FY26 at $23.68 and FY27 estimate at $26.62 per share.
Three days earlier, UBS trimmed the price target on Adobe Inc. (NASDAQ:ADBE) from $340 to $290 and reaffirmed a Neutral rating on the stock. This follows the company’s Q1 financial results, in which it reported beats across revenue, margins, and EPS. UBS points to several factors that can influence investor sentiment, including the CEO’s departure after 18 years, and notes pressure on annual recurring revenue growth as the company promotes freemium products.
Adobe Inc. (NASDAQ:ADBE) is a California-based technology company operating through Digital Media, Digital Experience, and Publishing and Advertising segments.
10. Intuit Inc. (NASDAQ:INTU)
Intuit Inc. (NASDAQ:INTU) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 16, BNP Paribas Exane upgraded Intuit Inc. (NASDAQ:INTU) from Underperform to Neutral, while setting a price target of $463. This reflects an upside potential of merely 2.36% from the current price. According to the firm, Intuit Inc. (NASDAQ:INTU) shares have witnessed a YTD decline of 31%, supporting a more reasonable valuation. This comes even after the concerns around long-term disruption to the company’s tax business.
BNP Paribas Exane believes that a potential divestiture of Mailchimp could result in better consolidated growth and generate $1.5 billion to $2 billion in its current state. With that said, the firm sees the company ending the current tax season strongly, driven by early TurboTax outperformance in Q2 and robust web traffic dynamics through the last month.
On the same day, TD Cowen reaffirmed a Buy rating on Intuit Inc. (NASDAQ:INTU) with a price target of $633 following reports of accelerated share repurchases. As reported by the Wall Street Journal, the company is planning to advance its share buyback momentum in the latter half of the year. TD Cowen expects shares to appreciate to better reflect the possible upside to EPS forecasts.
Intuit Inc. (NASDAQ:INTU) is a California-based company that offers products and services, including financial management, payments and capital, and marketing solutions. Founded in 1983, the company operates in four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax.
9. Lam Research Corporation (NASDAQ:LRCX)
Lam Research Corporation (NASDAQ:LRCX) is among the 12 Tech Stocks with Best Earnings Growth in 2026. During the presentation at the Cantor Fitzgerald Global Technology & Industrial Growth Conference on March 11, Lam Research Corporation (NASDAQ:LRCX) outlined a strong strategic vision shaped by AI demand and R&D investments. Despite challenges like supply chain constraints, the company remains committed to shareholder returns and market expansion.
According to Lam Research Corporation (NASDAQ:LRCX), the WFE market is set to climb to $135 billion this year due to the surging demand for AI compute. The company targets an 85% free cash flow return to shareholders, in addition to stable dividend growth.
Regarding the financial results, Lam Research Corporation (NASDAQ:LRCX) highlighted achieving 40% revenue growth in 2025, which exceeded the market’s 10% growth rate. What’s even more noteworthy is the company’s gross margins, outperforming the target model of 50% in several quarters. For the future, the company foresees advanced packaging and Gate-All-Around technologies behind significant revenue generation, with dry resist technology representing a $1.5 billion opportunity in a span of five years.
Overall, Lam Research Corporation (NASDAQ:LRCX) has a Buy rating from 71% of the analysts covering the stock, with the remaining 29% neutral. The 1-year median price target of $282.50 suggests an upside potential of 24.80%.
Lam Research Corporation (NASDAQ:LRCX), founded in 1980, is a California-based company specializing in semiconductor processing equipment for the use in fabrication of integrated circuits.
8. Applied Materials, Inc. (NASDAQ:AMAT)
Applied Materials, Inc. (NASDAQ:AMAT) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 10, Applied Materials, Inc. (NASDAQ:AMAT) presented at the Cantor Fitzgerald Global Technology & Industrial Growth Conference, highlighting its strategic vision in the changing semiconductor landscape. The company outlined the growing demand for AI systems, which is projected to accelerate growth across its leading-edge logic, DRAM, and advanced packaging markets.
Although concerns related to lagging NAND growth exist, the overall outlook remains bullish, the leadership noted. All thanks to AI system demand and strategic investments in data centers, Applied Materials, Inc. (NASDAQ:AMAT) is well-positioned for strong growth. The company targets a free cash flow return of 80%-100%, with past year’s distributions at 86%. In 2026, the company’s silicon revenue is estimated to climb more than 20%, with potential for sustained double-digit growth in the upcoming year.
Additionally, investments by leading cloud service providers in AI data centers are projected to surge to $700 billion from $600 billion in 2027. Leading logic, DRAM, and advanced packaging are poised to rise over 20% this year, with ICAPS remaining flat. As stated by Brice Hill, CFO of Applied Materials, Inc. (NASDAQ:AMAT),
“We’ve seen a lot of pull from our customers for more advanced logic, more DRAM, and more advanced packaging solutions.”
Back on March 5, Erste Group started coverage on Applied Materials, Inc. (NASDAQ:AMAT) with a Hold rating. The firm believes that the acceleration of AI is driving massive investments in advanced semiconductors, DRAM, and the latest technologies. The firm’s optimism aligns with the majority, as 78% of the analysts covering the stock are bullish on the company.
Applied Materials, Inc. (NASDAQ:AMAT), based in California, is a provider of manufacturing equipment, services, and software to industries such as the semiconductor and display industries. Founded in 1967, the company operates through Semiconductor Systems, Applied Global Services, and Display segments.
7. Oracle Corporation (NYSE:ORCL)
Oracle Corporation (NYSE:ORCL) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 16, Mizuho trimmed the price target on Oracle Corporation (NYSE:ORCL) to $320 from $400 and reiterated an Outperform rating. According to the firm, the company delivered a “clean” third quarter, surpassing estimates across the board and raising its FY27 revenue target to $90 billion. This was higher than the consensus forecast. While associating the price drop with multiple contractions, the firm believes worries are subsiding following the Q3 report.
When Oracle Corporation (NYSE:ORCL) reported its third-quarter results on March 10, it posted an EPS of $1.79, which outperformed the projected $1.70, and revenue of $17.2 billion, which exceeded the estimated $16.92 billion. Overall, the company achieved more than 20% growth in both organic total revenue and non-GAAP EPS. This is something that hasn’t been accomplished in over a decade and a half.
Looking ahead, Oracle Corporation (NYSE:ORCL) anticipates sustained growth in its cloud and AI infrastructure segments, with an EPS of $1.99 for Q4 FY2026. The company also sees revenue growth driven by the expansion of its cloud applications suite and strategic investments, such as the TikTok US one.
Oracle Corporation (NYSE:ORCL) is a Texas-based company that provides solutions for enterprise information technology environments. Incorporated in 1977, the company offers a range of products, including Oracle Cloud SaaS, Oracle Health applications, Oracle Cloud and on-premises licenses, and Oracle license support services.
6. Salesforce, Inc. (NYSE:CRM)
Salesforce, Inc. (NYSE:CRM) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 3, Salesforce, Inc. (NYSE:CRM) presented at the 2026 Morgan Stanley Technology, Media & Telecom Conference. While highlighting record financial results for FY2026, thanks to the increase in premium SKU adoption, leadership outlined the company’s strategic vision for the next fiscal year at the conference. Although investors worry about market competition and changing business models, the company remains positive on its differentiated strengths and future growth initiatives.
With a focus on AI-powered solutions to improve customer relationships and enhance operational efficiencies, Salesforce, Inc. (NYSE:CRM) is committed to accelerating growth in the latter half of FY27, aiming for double-digit growth. The company’s capital allocation strategy is what’s interesting, as it incorporates dividends, strategic M&As, and share repurchases. While emphasizing trust and customer success, the company offers flexible pricing options, such as Agentic Enterprise License Agreements and consumption-based pricing.
As expressed by the company’s leadership,
“We feel really good about 2027, particularly that second half acceleration that I mentioned, and continuing to grow profitably. We have doubled down on investments in FY 2027 to meet that FY 2030 framework.”
Separately, on February 26, Truist Securities trimmed the price target on Salesforce, Inc. (NYSE:CRM) to $280 from $380 and maintained a Buy rating. The firm notes that Q4 results were consistent with modest upside in subscription, in addition to supporting revenue.
Salesforce, Inc. (NYSE:CRM) is a California-based provider of customer relationship management (CRM) technology. Incorporated in 1999, the company connects companies and customers together through its core offerings, including Agentforce, Data Cloud, Industries AI, and Slack.
Click to continue reading and see the 5 Tech Stocks with Best Earnings Growth in 2026.
While we acknowledge the potential of CRM 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 CRM and that has 100x upside potential, check out our report about the cheapest AI stock.
Disclosure: None. Follow Insider Monkey on Google News.
