In this article, we will be taking a look at the 13 Best Big Tech Stocks to Buy According to Hedge Funds.
Alex Kantrowitz of Big Technology, Douglas Boneparth of Bone Fide Wealth, and Jay Woods of Freedom Capital Markets spoke on CNBC on February 9 on tech volatility and rotation. Boneparth emphasized diversification, pointing out that while large-cap U.S. equities continue to be the main emphasis, mid-caps, small-caps, developed foreign, and emerging markets are all off to a great start in 2026. He noted that a remarkable 2025 is helping global markets and rewarding diversified investments.
Kantrowitz addressed tech volatility, stating the market is betting on AI success but is uncertain whether winners will be chip makers, foundational model companies, or consultants. The market is making earnings-driven swings while predicting outcomes two to three years ahead. The software sector, including IGV (Software ETF), has hit six-year lows relative to the S&P 500. Woods called it “software sludge” but a sassy trading opportunity, while Boneparth noted that software offers meaningful discounts for long-term holders. He added that if private players like Anthropic or OpenAI were public, software ETFs would appear healthier.
UBS, initially positive on U.S. tech in December 2025 due to AI-led growth, downgraded the U.S. IT sector to Neutral on February 10. CIO Mark Haefele cited deceleration in hyperscaler Capex growth and stretched hardware valuations, noting hyperscaler Capex could reach $700 billion in 2026, consuming almost 100% of cash flow from operations.
Following a tech sell-off in early February, the Nasdaq Composite dropped almost 4% over the last month, down 2.94% YTD as of February 20. Piper Sandler and Goldman Sachs attribute the decline to a rotation from AI-focused stocks to “old economy” sectors benefiting from accelerating economic growth.
The market also faces potential new U.S. tariffs after President Donald Trump criticized the Supreme Court ruling on February 23, which blocked a 10% global tariff increase. Trump indicated remaining tariffs could be used more powerfully and legally. The European Commission has demanded adherence to the EU-U.S. trade deal signed last year.
With that being said, now let’s move on to the best technology stocks.
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Our Methodology
For our methodology, we screened for big tech stocks with positive analyst upside of at least 20%. We then narrowed our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also widely followed by analysts and are popular among elite hedge funds.
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).
Here is our list of the 13 best big tech stocks to buy according to hedge funds.
13. CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC)
CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC) is placed among the best technology stocks.
TheFly reported on February 25 that Evercore ISI kept an Outperform rating on CCC but lowered the price target to $9 from $12. The firm cited broader software sector multiple compression despite a strong FY25 finish and growing traction of the company’s AI solutions.
On February 24, CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC) announced its financial results for the fourth quarter and the full year 2025. At $1.057 billion, a 12% increase over 2024, the company’s annual revenue surpassed $1 billion for the first time. Adjusted EBITDA climbed by 10% to $436 million while GAAP net income was $1.7 million. With adjusted EBITDA of $118.7 million, Q4 revenue was $277.9 million, up 13% from the year before.
With $111.2 million in cash and $1.291 billion in total debt at the end of 2025, the corporation produced $254.5 million in free cash flow and $315.5 million in operating cash flow. While continuing to invest in long-term development, innovation, and AI-enabled solutions that support its clients’ digital transformation and operational efficiency throughout the insurance market, CCC highlighted outstanding financial performance.
CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC) provides AI-driven software and data analytics for the automotive, insurance, and mobility industries. Its solutions streamline claims management, risk assessment, and vehicle repair processes, helping businesses improve efficiency, reduce costs, and enhance customer experiences.
12. Check Point Software Technologies Ltd. (NASDAQ:CHKP)
Check Point Software Technologies Ltd. (NASDAQ:CHKP) is next among the best technology stocks.
TheFly reported on February 16 that Citi reduced its price target for CHKP to $190 from $200, while keeping a Neutral rating, following the company’s mixed fourth-quarter results.
Additionally, for the third year in a row, Check Point Software Technologies Ltd. (NASDAQ:CHKP) received recognition as a Leader and Fast Mover in the GigaOm Radar for Cloud Network Security 2025 on February 17, 2026. CHKP’s unified cloud security platform, prevention-first philosophy, and constant innovation pace are all reflected in the award.
The business’s position is further reinforced by its Open Garden approach, which permits growing native integrations across public and private cloud environments. CHKP’s ability to offer high-efficacy security while lowering complexity for businesses managing hybrid and multicloud applications is highlighted in this year’s ranking.
The characteristics that stand out are CloudGuard WAF’s powerful attack prevention, automation-driven policy management that continuously modifies security, and deep visibility across cloud environments. With this award, CHKP has demonstrated its dedication to unified visibility, operational simplicity, and helping businesses protect apps while preserving integration flexibility.
Check Point Software Technologies Ltd. (NASDAQ:CHKP) provides cybersecurity solutions, including network security, threat prevention, and cloud protection. Its products help businesses safeguard data, prevent cyberattacks, and ensure secure digital operations worldwide.
