In this article, we will look at the 12 Unstoppable Technology Stocks to Buy.
On December 30, Dan Greenhaus, Chief Strategist and Managing Director at Solus Alternative Asset Management, appeared on a CNBC Television interview to discuss the themes driving the market higher. The market has achieved another double-digit market gain in 2025. Dan believes that the AI theme has driven these returns and that it is still in play moving into 2026. He noted that it’s hard to estimate the end of the AI theme because the market keeps getting headlines regarding huge deals and investments in the tech and AI sector.
Dan added that the factors driving the AI theme include the fact that many companies haven’t fully adapted to AI, and the companies that have implemented it have only just started to see a meaningful increase in productivity. He added that once the market fully adapts to this new technological revolution, the margins, productivity, returns, and everything else are expected to accelerate significantly. Moreover, Dan also highlighted that the sheer amount of dollars spent on building the AI infrastructure is also one of the factors driving markets higher, and he expects this trend to continue in 2026.
With that, let’s take a look at the 12 Unstoppable Technology Stocks to Buy.
Our Methodology
To curate the list of 12 Unstoppable Technology Stocks to Buy, we used the Finviz stock screener, Yahoo Finance, and Insider Monkey’s Q3 2025 hedge funds database. Using the screener, we aggregated the list of technology stocks that have gained more than 50% over the past 6-months. Next, we cross-checked the performance from Yahoo Finance and ranked the stocks in ascending order of performance. We have also added the hedge fund sentiment around each stock sourced from Insider Monkey’s database. Please note that the data was recorded on December 28, 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
12 Unstoppable Technology Stocks to Buy
12. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 81
6-month performance: 61.61%
Intel Corporation (NASDAQ:INTC) is one of the Unstoppable Technology Stocks to Buy. On December 29, Reuters reported that Nvidia purchased Intel Corporation’s (NASDAQ:INTC) shares worth $5 billion. The share price went up by around 2% after the announcement. According to the report, this move is based on Nvidia’s previous announcement in September, where the company announced that it would buy Intel’s share at $23.28 per share to support its finances to enhance production capacity.
On December 29, Nvidia bought 214.7 million shares of Intel at the price that was established in the September agreement. As per Reuters, the antitrust agency of the United States approved this investment.
That said, Intel Corporation (NASDAQ:INTC) has gained more than 61% over the past 6 months. However, Wall Street remains cautious with analysts’ 12-month price target reflecting around 7% upside from the current levels. Recently, on December 19, William Stein from Truist Financial reiterated a Hold rating on the stock, with a $39 price target. Earlier on December 16, Vivek Arya from Bank of America Securities raised the firm’s price target from $34 to $40, while maintaining a Sell rating.
Analyst Arya of BofA noted that he improved the price target based on the growing opportunity for the company’s foundry. BofA expects Intel to secure external wins in advanced packaging and wafer design. However, the analyst cautioned that the uncertainties in the manufacturing sector continue to distort the outlook, hence the firm maintained a Sell rating.
Intel Corporation (NASDAQ:INTC) designs, develops, manufactures, markets, and sells computing and related products and services worldwide. It operates through Intel Products, Intel Foundry, and All Other segments.
11. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holders: 75
6-month performance: 70.32%
Corning Incorporated (NYSE:GLW) is one of the Unstoppable Technology Stocks to Buy. The stock has risen more than 70% over the past 6-months and analysts still see 11.09% upside during the next 12-months.
Recently, on December 17, Morgan Stanley analyst Meta Marshall reiterated a Hold rating on Corning Incorporated (NYSE:GLW) and raised the price target from $82 to $98, reflecting 9.41% upside from the current level. The analyst noted that the AI trade broadened in 2025, from semiconductor names to infrastructure companies. She believes that the broadening out particularly helped the optical companies. Marshall expects this trend to continue for at least the first half of 2026. She added that investors would need to be more selective to extract good returns in the second half of 2026, due to the expanded multiples.
Corning Incorporated (NYSE:GLW) is set to release its fiscal Q4 2025 results on January 28. Wall Street expects the company to deliver roughly $4.35 billion in revenue, up from the FQ3 2025 revenue of $4.27 billion. Moreover, the GAAP EPS is expected to be around $0.62.
Management during its fiscal Q3 2025 results noted they expect Q4 net sales to reach $4.35 billion, along with core EPS in the range of $0.68 to $0.72.
Corning Incorporated (NYSE:GLW) operates in optical communications, display technologies, environmental technologies, specialty materials, and life sciences businesses.
10. Lam Research Corporation (NASDAQ:LRCX)
Number of Hedge Fund Holders: 93
6-month performance: 82.94%
Lam Research Corporation (NASDAQ:LRCX) is one of the Unstoppable Technology Stocks to Buy. Lam Research Corporation (NASDAQ:LRCX) has risen more than 82% over the past 6 months. Wall Street remains bullish for further upside.
Recently, on December 23, Timothy Arcuri from UBS reiterated a Buy rating on the stock and raised the price target from $175 to $200. Earlier on December 18, Craig Ellis from B. Riley Securities also raised the price target from $180 to $195, while reiterating a Buy rating on the stock.
Analyst at B. Riley noted that Lam Research Corporation (NASDAQ:LRCX) enjoys a significant competitive edge in the industry owing to its superior memory exposure and leadership in eTech. He noted that this leverage calls for increased spending in the memory fab equipment, which suggests further upside for the company.
In addition, on December 17, Mizuho Securities raised the firm’s price target from $170 to $200 with a Buy rating. The firm noted that they see upside for wafer fab equipment estimates in 2026. The firm added that this improved industry outlook is a positive sign for the company heading into the new year.
That said, Lam Research Corporation (NASDAQ:LRCX) is set to release its fiscal Q2 2026 results on January 26. Wall Street expects the company to deliver $5.23 billion in revenue, along with a GAAP EPS of $1.16. Management expects fiscal Q2 revenue around $5.20 Billion (+/- $300 million), with EPS around $1.15.
Lam Research Corporation (NASDAQ:LRCX) designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the US, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.
9. Unity Software Inc. (NYSE:U)
Number of Hedge Fund Holders: 74
6-month performance: 86.57%
Unity Software Inc. (NYSE:U) is one of the Unstoppable Technology Stocks to Buy. On December 17, Clark Lampen from BTIG reiterated a Buy rating on the stock with a $60 price target. Earlier on December 11, Piper Sandler upgraded Unity Software Inc. (NYSE:U) from Neutral to Overweight and also raised the price target from $43 to $59.
Analysts at BTIG noted the company’s growth segment growth potential as the key factor behind their bullish outlook. The firm believes that the industry outlook is improving, which is expected to benefit the company significantly. The analyst noted that the market has yet to realize or discount the upside catalysts for Unity Software Inc. (NYSE:U). BTIG sees the share price of the company as undervalued, considering its intrinsic value and growth potential.
On the other hand, Piper Sandler noted that the mobile app advertising market continues to remain healthy. The firm noted that the health of the industry can be judged by over 15% quarter-over-quarter growth over the past 2 quarters in the company’s Vector ad business. The firm believes the growth is driven by Unity Software Inc.’s (NYSE:U) new machine learning model foundation. Piper Sandler added that the foundation is boosted by Runtime data, which enables the company to deliver accelerated growth in its Grow and Vector ads segment.
Unity Software Inc. develops a platform for creating and operating real-time 2D and 3D interactive content, primarily for games across mobile, PC, console, and XR devices.
8. Seagate Technology Holdings plc (NASDAQ:STX)
Number of Hedge Fund Holders: 72
6-month performance: 98.31%
Seagate Technology Holdings plc (NASDAQ:STX) is one of the Unstoppable Technology Stocks to Buy. Seagate Technology Holdings plc (NASDAQ:STX) has gained 98.31% during the past 6 months. Wall Street continues to maintain a bullish outlook on the stock.
Recently, on December 17, Vijay Rakesh from Mizuho Securities reiterated a Buy rating on the stock and raised the price target significantly from $270 to $337. A day earlier, on December 16, Benchmark also raised the price target on the stock from $255 to $325, while maintaining a Buy rating on the stock.
Analysts at Benchmark noted that they see the company exceeding 50% gross margin target in 2026, driven by the continued sales cycle of its Hard Disk Drive. Moreover, the firm believes that the strong demand for the company’s HDD is adding sustainability to the 25% annual HDD exabyte growth.
That said, on December 17, Morgan Stanley also raised the price target on Seagate Technology Holdings plc (NASDAQ:STX) from $270 to $337. The firm recommended investors to be overweight on cloud capex winners and companies with unique assets and product cycles. However, Morgan Stanley is underweight on companies with increased memory exposure due to rising memory costs and margin pressures.
Seagate Technology Holdings (NASDAQ:STX) provides data storage technology and infrastructure solutions in Singapore, the US, the Netherlands, and internationally.
7. MongoDB, Inc. (NASDAQ:MDB)
Number of Hedge Fund Holders: 89
6-month performance: 107.56%
MongoDB, Inc. (NASDAQ:MDB) is one of the Unstoppable Technology Stocks to Buy. The stock is trading close to its 52-week high after gaining more than 107% over the past 6 months. Wall Street continues to see 6.89% upside during the next 12 months.
Recently, on December 24, Brian White from Monness reiterated a Buy rating on the stock with a $475 price target. Earlier on December 15, Mark Cash from Raymond James initiated a Hold rating on MongoDB, Inc. (NASDAQ:MDB) with a $550 price target.
Analysts at Monness noted that after having a tough 2024, the company came around and delivered notable returns in 2025. As per analyst Brian White, this progress is driven by a combination of improved execution by the new CEO and CFO, and expanding operating margins. The analyst believes that despite the impressive returns during the year, the company has still not fully benefited from its AI workload, which suggests further upside.
Moreover, analyst White sees the company as attractively positioned at an important intersection of databases, cloud computing, and generative AI. He added that this positions MongoDB to survive the macroeconomic pressures.
Mark Cash from Raymond James also sees MongoDB, Inc. (NASDAQ:MDB) to be positioned at a pivotal strategic crossroads due to the emergence of agentic applications, which require data infrastructure and increased competition with Postgres and open source ecosystems. Raymond James calls the company one of the “most strategically important independent database platforms.”
MongoDB, Inc. (NASDAQ:MDB) offers a general-purpose database platform.
6. Coherent Corp. (NYSE:COHR)
Number of Hedge Fund Holders: 78
6-month performance: 114.91%
Coherent Corp. (NYSE:COHR) is one of the Unstoppable Technology Stocks to Buy. On December 17, Meta Marshall from Morgan Stanley reiterated a Hold rating on Coherent Corp. (NYSE:COHR) and raised the price target from $150 to $180. Earlier on December 16, Vivek Arya from Bank of America Securities also reiterated a Hold rating on the stock and raised the price target from $165 to $210.
Marshall from Morgan Stanley noted that during 2025, the AI traded expanded out of the semiconductor sector, particularly helping the infrastructure stocks. She believes that this diversification of gains was beneficial for optical technology companies, including Coherent. Marshall expects this trend to continue during the first half of 2026. For the second half, she suggests investors be more selective to ensure gains throughout the year.
Similar to Marshall’s analysis, Arya from BofA noted he raised the price target on Coherent Corp. (NYSE:COHR) based on the increased demand for optical transceivers and components. He adds that the demand for these components continues to outsize the supply, therefore providing an edge for companies like Coherent.
Coherent Corp. (NYSE:COHR) is a vertically integrated manufacturer specializing in lasers, optical transceivers, optoelectronic devices, modules, and engineered materials.
5. Teradyne, Inc. (NASDAQ:TER)
Number of Hedge Fund Holders: 58
6-month performance: 121.20%
Teradyne, Inc. (NASDAQ:TER) is one of the Unstoppable Technology Stocks to Buy. On December 16, Vivek Arya from Bank of America Securities reiterated a Buy rating on the stock and raised the price target from $205 to $235. On the same day, analyst C J Muse from Cantor Fitzgerald reiterated a Buy rating on Teradyne, Inc. (NASDAQ:TER) and raised the price target from $200 to $240.
Analyst Arya from BofA noted that the updated price target reflects the firm’s updated pricing model for US semiconductor stocks under its coverage. Regarding the concerns over an AI bubble, BofA sees 2026 to be just the mid-point of an 8-10 year-long bull run for AI stocks. He added that this is driven by companies upgrading from traditional IT infrastructure to AI-compatible infrastructure. However, the firm cautioned that while the stocks might remain slightly choppy due to the increased scrutiny for return on investment, faster large language model builders and AI factories are expected to offset the choppiness.
C J Muse from Cantor Fitzgerald noted that the Philadelphia Semiconductor Index (SOX) outperformed the S&P 500 by about 30 points in calendar year 2025. Analysts expect SOX to lead broader markets higher into 2026, driven by early AI era demand in computing, networking, memory, and equipment sectors. Moreover, the analyst also believes that exponential growth in AI infrastructure spending reflects a positive macro backdrop for semiconductors despite short-term cyclical volatility.
Teradyne, Inc. (NASDAQ:TER) designs, manufactures, and sells automated test equipment for semiconductors, along with robotics solutions like collaborative robotic arms and autonomous mobile robots.
4. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 105
6-month performance: 131.07%
Micron Technology, Inc. (NASDAQ:MU) is one of the Unstoppable Technology Stocks to Buy. Micron Technology, Inc. (NASDAQ:MU) has exceeded its 52-week high of $291.80, and Wall Street still sees around 5% upside from the current level.
Recently, on December 22, Timothy Arcuri from UBS reiterated a Buy rating on the stock without disclosing any price targets. Earlier on December 18, Piper Sandler raised the firm’s price target on the stock from $200 to $275, and maintained a Buy rating.
The positive sentiment is based on Micron Technology, Inc.’s (NASDAQ:MU) fiscal Q1 2026 earnings which were released on December 17. The company grew its revenue by 56.7% year-over-year to $13.64 billion, exceeding estimates by $760.74 million. The EPS of $4.78 also topped estimates by $0.82. Management attributed growth to a strong performance across the board.
Analysts at Piper Sandler noted that while the company’s latest earnings were encouraging, they raised the price target based on the exceptional guidance. The firm highlighted that the guidance exceeds Wall Street’s revenue estimates by 30% and EPS estimates by roughly 75%. The firm noted that the company has benefited significantly from its pricing power and the supply shortage, while the demand continues to rise.
Micron Technology Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the US, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.
3. Western Digital Corporation (NASDAQ:WDC)
Number of Hedge Fund Holders: 84
6-month performance: 183.70%
Western Digital Corporation (NASDAQ:WDC) is one of the Unstoppable Technology Stocks to Buy. The share price of Western Digital Corporation (NASDAQ:WDC) has risen more than 285% year-to-date, mainly due to the company’s strategic positioning as a major hard drive manufacturer. Wall Street continues to maintain a positive stance on the stock.
CEO of the company, Irving Tan, during the October quarter earnings call, noted that they are one of the few manufacturers that provide the most reliable HDDs, which are basically the fuel that powers data centers. He added that the profitability is expected to improve further because AI companies need larger, more expensive hard drives. The revenue of the company is expected to rise by more than 23% in 2026 and 17% in 2027.
That said, recently on December 19, Erick Woodring from Morgan Stanley reiterated a Buy rating on the stock with a $228 price target. Earlier on December 17, Vijay Rakesh from Mizuho Securities raised the firm’s price target from $188 to $228 and maintained a Buy rating.
Analysts at Mizuho Securities noted that the company has strong visibility with its top five customers. The firm added that these customers have extended purchase orders through 2026, with orders from one customer extending to 2027. Mizuho believes that the pricing for Western Digital’s products is expected to remain strong as well.
Western Digital Corporation (NASDAQ:WDC) develops, manufactures, and sells data storage devices and solutions based on hard disk drive/HDD tech in the US, Asia, Europe, the Middle East, and Africa.
2. Ciena Corporation (NYSE:CIEN)
Number of Hedge Fund Holders: 70
6-month performance: 197.16%
Ciena Corporation (NYSE:CIEN) is one of the Unstoppable Technology Stocks to Buy. On December 17, Meta Marshall from Morgan Stanley reiterated a Hold rating on the stock, but raised the price target significantly from $195 to $213. Earlier on December 12, Atif Malik from Citi also raised the price target from $230 to $280, and maintained a Buy rating.
This increased bullish sentiment comes after a 186% increase in stock price on a year-to-date basis. Meta Marshall from Morgan Stanley noted that this improved performance reflects that the AI trade broadened out from the semiconductor names to infrastructure companies in 2025. She sees that this diversification was beneficial for optical equipment manufacturers. Marshall added that these companies are expected to continue this rally through the first half of 2026. However, for the second half, she recommends investors to be more selective as the multiples remain high and returns can be impacted.
That said, Ciena Corporation (NYSE:CIEN) delivered strong results during its fiscal Q4 2025 earnings, released on December 11. The company grew its revenue by 20.27% year-over-year to $1.35 billion, surpassing estimates by $60.93 million. Moreover, the EPS of $0.91 also topped the consensus by $0.14. Management noted that this performance was driven by a strong demand environment and their disciplined execution.
Looking ahead, management expects fiscal 2026 revenue to be in the range of $5.7 billion to $6.1 billion, with non-GAAP gross margins of around 43%.
Ciena Corporation (NYSE:CIEN) provides networking hardware, software, and services to telecom operators and cloud providers, focusing on optical networking, routing, switching, and automation tools.
1. Sandisk Corporation (NASDAQ:SNDK)
Number of Hedge Fund Holders: 61
6-month performance: 451.38%
Sandisk Corporation (NASDAQ:SNDK) is one of the Unstoppable Technology Stocks to Buy, with the stock price up more than 578% year-to-date. The performance throughout the year has been backed by the growing demand for storage drives. Recently, the share price of the company moved further higher after Micron Technology (NASDAQ:MU) released its fiscal Q1 2026 results on December 17. Sandisk Corporation (NASDAQ:SNDK) has gained around 18% since Micron’s earnings release.
Wall Street has also maintained its bullish sentiment, with analysts’ 12-month price targets reflecting more than 14.6% upside from the current levels. On December 19, Asiya Merchant from Citi reiterated a Buy rating on the stock without disclosing any price targets. A day earlier, on December 18, Benchmark maintained its Buy rating on the stock with a $260 price target.
Analysts at Benchmark noted that the bullish sentiment is based on Micron’s impressive results. The firm added that Micron’s results depict strong demand for High Bandwidth Memory (HBM), and also reported data center sales. This increased demand is expected to have a direct impact on SanDisk’s business. Moreover, the prices of NAND flash memory are also increasing; the prices rose by mid-teens percent in the recent quarter, following a high-single-digit percent increase in the previous quarter. Benchmark believes that these factors are expected to act as a tailwind for the company’s future performance.
Sandisk Corp. (NASDAQ:SNDK) is a leading developer, manufacturer, and provider of data storage devices and solutions based on NAND flash technology.
While we acknowledge the potential of SNDK 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 SNDK and that has 100x upside potential, check out our report about this cheapest AI stock.
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