In this article, we will discuss: 13 Best Nanotechnology Stocks to Buy Now.
Nanotechnology is defined by the National Nanotechnology Initiative as the control of matter in the range of 1 to 100 nanometers, where materials have characteristics distinct from those of bulk forms. Dr. Tom Cellucci, who collaborated with various U.S. government agencies to obtain $3.9 billion in funding in 2024 to further develop national nanotech capabilities, was the driving force behind the creation of the NNI.
On May 31, 2022, Forbes reported that nanotechnology is becoming more prevalent in a number of industries, with three fields driving its future. These are materials science, nanomedicine, and device engineering.
Forbes claimed that applications of nanotechnology include manufacturing, transportation, electronics, construction, and health. The Department of Energy and the Department of Transportation’s materials science research projects are creating nanoparticles that are tougher and more flexible. Prosthetics, sensors, and aircraft components are being printed using 3D and 4D technology enabled by nanoparticles.
Nanoparticles are being created in nanomedicine for gene sequencing, medication delivery, imaging, and diagnostics. Forbes mentions current research on bioprinting, nanopore gene sequencing technology, and nanobots for precise drug delivery. According to Erik Gatenholm, CEO of CELLINK, fully functional bioprinted organs might be achievable in the next ten years.
Nanotechnology also contributes to healthcare safety applications. Under the direction of Dr. Mark Banash, JP Industries International is creating water treatment solutions and improved PPE coatings as well as nanotech-based antiviral, antibacterial, and antifungal defense systems.
Forbes also reported on developments in wearables and electronics powered by nanoscale materials in the field of device engineering. Innovations in nanowire-based electronics, graphene transistors, flexible displays, photonic circuits, carbon nanotube chips, nanoscale memory, and nano-enabled LEDs and lasers are among the research findings from institutions like Harvard, University of Michigan, NIST, UC Berkeley, Stanford, Caltech, RMIT, and Georgia Tech.
With that said, here are the 13 Best Nanotechnology Stocks to Buy Now.
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Our Methodology
To compile our list of the 13 Best Nanotechnology Stocks to Buy Now, we utilized online screeners to generate an initial list of all U.S.-listed companies that develop or use nanotechnology. From this pool, we looked for stocks with the best hedge fund holdings, which we assessed using Insider Monkey’s database of hedge funds as of Q3 2025. Finally, we ranked these stocks in ascending order based on 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
13. ACM Research, Inc. (NASDAQ:ACMR)
Number of Hedge Fund Holders: 28
ACM Research, Inc. (NASDAQ:ACMR) is among the Best Nanotechnology Stocks.
Analysts are optimistic about ACM Research, Inc. (NASDAQ:ACMR), with 88% of the 8 covering analysts rating it as a Buy.
On November 19, 2025, ACM Research, Inc. (NASDAQ:ACMR) stated that it had delivered its first Ultra Lith Baker system to a major global manufacturer of display panels. The technology tackles advanced lithography issues such as critical dimension fluctuation and thermal drift.
The Ultra Lith Baker system has precise temperature control and UV curing with ±5% intensity consistency. Its heat management architecture lowers overlay error, pattern distortion, and key dimension variation for better yield and process reliability. It also supports line-scan and hybrid exposure modes.
According to Dr. David Wang, President and CEO of ACM Research, Inc. (NASDAQ:ACMR), the deployment is the first customer installation of the Track series and represents the company’s debut into the high-volume manufacturing segment of display panel customers. Customers may grow production for future technology nodes using the system’s flexible architecture and different exposure modes.
ACM Research, Inc. (NASDAQ:ACMR)’s 2025 guidance was reduced from a range of $850M-$950M to $875M- $925M, keeping the growth rate at the midpoint as AI-fueled demand accelerates product innovation
ACM Research, Inc. (NASDAQ:ACMR) provides advanced capital equipment designed for the global semiconductor industry.
12. OSI Systems, Inc. (NASDAQ:OSIS)
Number of Hedge Fund Holders: 30
OSI Systems, Inc. (NASDAQ:OSIS) is among the Best Nanotechnology Stocks.
On December 1, 2025, Roth Capital’s Analyst Jeff Martin increased OSI Systems, Inc. (NASDAQ:OSIS)’s price target from $280 to $292 with a Buy rating, according to The Fly.
Analyst Jeff Martin mentioned a solid pipeline for FY27 and FY28, as well as great growth visibility for FY26. Roth Capital identified significant budget expansion for US Customs and Border Protection, as well as possible RF technology contract prospects related to Golden Dome, as important drivers of OSI Systems, Inc. (NASDAQ:OSIS)’ large contract potential.
OSI Systems, Inc. (NASDAQ:OSIS) momentum remains solid, backed by its security business and growing backlog, with regular revenue streams ensuring stability. The projection for non-GAAP adjusted profits per diluted share was increased by the company to a range of $10.20 to $10.48, which represents 9% to 12% year-over-year growth.
The Fly previously reported on November 24, 2025, that an international customer placed an order for a radiological threat detection system worth about $20 million with OSI Systems, Inc. (NASDAQ:OSIS)’s security business. According to the firm, the deployment would create a fully integrated radiation monitoring network that would cover a large region and run continuously to identify, monitor, and assist in resolving radioactive concerns.
OSI Systems, Inc. (NASDAQ:OSIS) designs and produces electronic systems and parts for companies in the aerospace, healthcare, defense, and homeland security industries.
11. Bruker Corporation (NASDAQ:BRKR)
Number of Hedge Fund Holders: 50
Bruker Corporation (NASDAQ:BRKR) is one of the Best Nanotechnology Stocks.
According to The Fly, on December 9, 2025, Goldman Sachs started Bruker Corporation (NASDAQ:BRKR) with a Sell rating and a $40 price objective. The firm pointed out that while some end markets may recover more quickly than others, large-cap life science instrument stocks are anticipated to eventually return to their historic market growth rate of 5%.
Goldman Sachs underlined specific prospects in commercialized biopharma production, later-stage research, and industrial sectors. However, it cautioned about the timing of recovery in the drug discovery industry and U.S. academic and government expenditure.
On November 20, 2025, however, The Fly reported that Rothschild & Co. Redburn initiated coverage on Bruker Corporation (NASDAQ:BRKR) with a Buy rating and a $60 price target.
The firm pointed to Bruker Corporation (NASDAQ:BRKR)’s lackluster performance thus far this year in comparison to its peers as a result of government and university budget cuts, as well as tariffs. Nevertheless, Rothschild & Co. Redburn anticipates that starting in 2026, the company will resume above-market earnings growth due to its prominence in proteomics and the need for next-generation equipment, such as mass spectrometry.
The company anticipates double-digit non-GAAP EPS growth in fiscal year 2026 because of the substantial cost-cutting measures.
Bruker Corporation (NASDAQ:BRKR) produces diagnostic tests and scientific instruments for customers in the biotechnology, pharmaceutical, applied markets, and life sciences areas.
10. DuPont de Nemours, Inc. (NYSE:DD)
Number of Hedge Fund Holders: 52
DuPont de Nemours, Inc. (NYSE:DD) is among the Best Nanotechnology Stocks.
According to The Fly, on November 18, 2025, RBC Capital reduced its price objective for DuPont de Nemours, Inc. (NYSE:DD) from $100 to $48 and retained an Outperform rating. The firm is still optimistic about the company after its Electronics separation, according to analyst Arun Viswanathan, who projects 8%-10% EPS growth prior to buybacks.
DuPont de Nemours, Inc. (NYSE:DD) declared that it has successfully separated its electronics division into Qnity Electronics, Inc., an independent public corporation. Lori Koch, Chief Executive Officer, highlighted the spin-off as an important step in the company’s transition into a more streamlined, agile, and high-performing multi-industrial firm.
DuPont de Nemours, Inc. (NYSE:DD) announced strong third-quarter earnings as rising volumes propelled profit growth. The business remains committed to delivering above-market growth in healthcare and water. The company estimates full-year adjusted EPS to be $1.66 per share, up around 16% year over year, and initiates a $2 billion share repurchase amid operational improvements.
DuPont de Nemours, Inc. (NYSE:DD) is a prominent specialty chemicals firm with a portfolio that is constantly changing and a history spanning more than 200 years.
9. Onto Innovation Inc. (NYSE:ONTO)
Number of Hedge Fund Holders: 57
Onto Innovation Inc. (NYSE:ONTO) is one of the Best Nanotechnology Stocks.
According to TheFly, on November 18, 2025, B. Riley analyst Craig Ellis increased the company’s price objective for Onto Innovation Inc. (NYSE:ONTO) from $173 to $180. The analyst kept a Buy rating. The update came after the company finished acquiring Semilab International.
Onto Innovation Inc. (NYSE:ONTO) stated on November 17 that it had successfully closed the acquisition of important product lines from the materials analysis division of Semilab International. The FAaST®, CnCV®, and MBIR product lines are added to its portfolio in inline wafer contamination monitoring, materials characterization, and surface charge metrology through the $495 million transaction.
Onto Innovation Inc. (NYSE:ONTO) raised its fourth-quarter revenue estimates to $258-$275 million, with the purchase projected to add $8-10 million by January 3, 2026. The merger is anticipated to be immediately accretive, adding $0.02-$0.04 to diluted EPS in Q4, excluding purchase accounting. It is projected that the purchased product lines will generate around $120 million in sales in 2026, with the second half accounting for the majority of this amount.
Onto Innovation Inc. (NYSE:ONTO) designs, develops, produces, and supports high-performance control metrology, defect inspection, lithography, and data analysis systems for use by producers of microelectronic devices.
8. 3M Company (NYSE:MMM)
Number of Hedge Fund Holders: 60
3M Company (NYSE:MMM) is among the Best Nanotechnology Stocks.
According to TheFly, Barclays increased its price target for 3M Company (NYSE:MMM) from $180 to $190 on December 4, 2025. The firm kept its Overweight rating as part of its multi-industry forecast for 2026. The firm stated that, apart from data centers, electric utilities, and aerospace, projections for the majority of end-markets are still low, even though its sector perspective is neutral going into next year.
On December 8, Deutsche Bank lowered its price objective for 3M Company (NYSE:MMM) from $199 to $178, downgrading shares from Buy to Hold, as reported by The Fly. The firm stated that it sees only very low single-digit upside to consensus expectations through 2028. It also pointed out that further gain is limited because 3M Company (NYSE:MMM)’s valuation gap with rivals has shrunk.
In the most recent quarter, the business reported adjusted earnings of $2.19 per share, an uptick of 10% over the previous year and well ahead of Wall Street’s consensus of $2.07. 3M Company (NYSE:MMM) also raised its 2025 adjusted earnings guidance to a range of $7.95 to $8.05 per share, up from $7.75 to $8.00, due to solid organic growth and margin expansion.
3M Company (NYSE:MMM) is a multinational business that sells tens of thousands of products, including sponges and respirators.
7. KLA Corporation (NASDAQ:KLAC)
Number of Hedge Fund Holders: 61
KLA Corporation (NASDAQ:KLAC) is one of the Best Nanotechnology Stocks.
According to TheFly, Morgan Stanley increased their price objective on KLA Corporation (NASDAQ:KLAC) from $1,154 to $1,214 on December 2, 2025. The firm kept an Equal Weight rating.
Morgan Stanley stated that its 2026 wafer fab equipment (WFE) forecast remains basically constant at $129 billion, representing an 11% year-over-year rise. The firm also raised its 2027 WFE estimate to $145 billion, a 13% increase from the previous year. It cites projections for two solid years backed by demand for TSMC and DRAM.
The semiconductor equipment industry’s process diagnostic and control market is dominated by KLA Corporation (NASDAQ:KLAC). According to Morningstar analysts, KLA Corporation (NASDAQ:KLAC) has a wide economic moat and is in a strong position for future growth.
KLA Corporation (NASDAQ:KLAC) reported a record cash flow of $1.066 billion in the last quarter. It also disclosed a total capital return of $799 million, which included $254 million in dividends and $545 million in share repurchases during the previous 12 months.
KLA Corporation (NASDAQ:KLAC) is one of the biggest producers of semiconductor wafer fabrication equipment globally.
6. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 81
Intel Corporation (NASDAQ:INTC) is among the Best Nanotechnology Stocks.
According to The Fly, Citi released a research report on December 5 in which analyst Christopher Danely reaffirmed his $29 price target and a Sell rating on Intel Corporation (NASDAQ:INTC).
Heading on to more developments, according to CNBC, Intel Corporation (NASDAQ:INTC)’s stock dropped on December 1, 2025, reversing a 10% increase from the previous day when analyst Ming-Chi Kuo of TF International Securities stated the company may provide Apple with its lowest-end M processor as early as the second or third quarter of 2027. According to Kuo, industry polls show that once Intel Corporation (NASDAQ:INTC) delivers its process design kit in early 2026, it will be more visible as an advanced-node supplier. Requests for response from CNBC were not answered by either Apple or Intel Corporation (NASDAQ:INTC).
Earlier in the week, Intel Corporation (NASDAQ:INTC) released another strategic update, which came after that development. According to Reuters, the business declared on December 3 that it would keep its networking and communications unit (NEX) following an assessment of its strategic options. Intel Corporation (NASDAQ:INTC) had previously considered divestitures to improve its financial sheet, particularly after receiving significant investments earlier this year, including $8.9 billion from the US government, $2 billion from SoftBank, and $5 billion from Nvidia. According to CFO Dave Zinsner of Intel Corporation (NASDAQ:INTC), the decision was driven by the firm’s “considerably improved” financial standing.
The company also stated that retaining NEX in-house will allow for better integration across silicon, software, and systems, hence improving Intel Corporation (NASDAQ:INTC)’s offerings in AI, data center, and edge markets. This comes after it was previously reported by Reuters that CEO Lip-Bu Tan had thought about divesting non-core businesses like NEX.
Leading digital chip manufacturer Intel Corporation (NASDAQ:INTC) focuses on designing and producing microprocessors for the global markets for data centers and personal computers.
5. ASML Holding N.V. (NASDAQ:ASML)
Number of Hedge Fund Holders: 82
ASML Holding N.V. (NASDAQ:ASML) is among the Best Nanotechnology Stocks.
On December 10, 2025, TheFly reported that Citi analyst Andrew Gardiner lifted the price objective for ASML Holding N.V. (NASDAQ:ASML) to EUR 1,200 from EUR 1,050. The firm maintains a Buy recommendation on the shares as part of its 2026 projections for the European semiconductor equipment group. According to Citi, demand driven by artificial intelligence will result in strong growth and favorable momentum for estimate revisions.
TheFly revealed on December 10 that Deutsche Bank maintained a Buy recommendation on the shares. The firm raised its price target for ASML Holding N.V. (NASDAQ:ASML) to EUR 1,150 from EUR 1,000.
The Netherlands-based company is the world’s sole manufacturer of extreme ultraviolet lithography machines that print chip designs on silicon wafers.
However, ASML Holding N.V. (NASDAQ:ASML)’s dominance is being contested by startups. CNBC reported on December 1, 2025, that the Trump administration intends to invest up to $150 million in chip laser startup firm XLight. XLight is collaborating with national laboratories in the United States to produce a prototype that could be connected to devices manufactured by ASML Holding N.V. (NASDAQ:ASML) or others, as per CNBC. The business has proposed employing technology drawn from particle accelerators to make one that would use significantly less electricity than present lasers. Other businesses, such as Substrate, are also looking into competing technologies in advanced chip manufacturing.
4. Lam Research Corporation (NASDAQ:LRCX)
Number of Hedge Fund Holders: 93
Lam Research Corporation (NASDAQ:LRCX) is among the Best Nanotechnology Stocks.
Stacy Rasgon, a Bernstein analyst, reaffirmed Lam Research’s buy rating on December 1, 2025. He also established a $175.00 price objective.
On December 2, 2025, The Fly reported that Morgan Stanley analyst Shane Brett reaffirmed an Equal Weight rating. The analyst increased the firm’s price objective for Lam Research Corporation (NASDAQ:LRCX) from $137 to $158. The firm maintained its 2026 wafer fab equipment (WFE) prediction essentially untouched at $129 billion, reflecting 11% year-over-year growth, and boosted its 2027 WFE forecast to $145 billion, up 13% YoY, noting “two very strong years of growth”.
Separately, on November 21, 2025, the company announced the opening of a new $65 million, 120,000-square-foot office facility at its Tualatin, Oregon, location, which would accommodate up to 700 workspaces for present and potential employees. The expansion, being part of Lam’s multi-year Silicon Forest strategy, plans to boost research and development skills while also supporting the expected growth of the $1 trillion global semiconductor industry in the coming years.
According to Sesha Varadarajan, senior vice president of Lam Research Corporation (NASDAQ:LRCX)’s Global Products Group, the new facility improves the company’s capacity to promote advancements in process development and semiconductor production machinery.
Lam Research Corporation (NASDAQ:LRCX) is a major supplier of semiconductor wafer fabrication equipment. Lam used to be dominated by memory chip manufacturers, but it now has a substantial market share in logic chip equipment.
3. Thermo Fisher Scientific Inc. (NYSE:TMO)
Number of Hedge Fund Holders: 121
Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the Best Nanotechnology Stocks.
According to The Fly, on December 2, 2025, Morgan Stanley analyst Kallum Titchmarsh established a price objective of $670, up from $656. He initiated coverage of Thermo Fisher Scientific Inc. (NYSE:TMO) with an Overweight rating. According to Titchmarsh, the end markets for Life Science Tools and Diagnostics are starting to show potential, and the company sees “plenty of catalysts” in the pipeline throughout its coverage. He also stated that there is a lot to do in the area going into 2026.
However, the analyst warned that a recent industry valuation surge in the second half of 2025 has put multiples in “a fair place,” prompting Morgan Stanley to begin the group with an in-line industry outlook.
Separately, on December 2, 2025, Thermo Fisher Scientific Inc. (NYSE:TMO) reported that it expanded the size of its current bioprocessing facilities in Incheon, Korea, and Singapore, as well as opened a new Bioprocess Design Center in Hyderabad, India.
According to Daniella Cramp, Senior Vice President and President of BioProduction group at Thermo Fisher Scientific Inc. (NYSE:TMO), the development facilitates the delivery of biologics, vaccines, and cell and gene treatments more quickly, affordably, and sustainably by bringing top-notch infrastructure and expertise closer to consumers.
Thermo Fisher Scientific Inc. (NYSE:TMO) offers life science reagents, diagnostic supplies, and laboratory and scientific equipment.
2. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 183
Broadcom Inc. (NASDAQ:AVGO) is among the Best Nanotechnology Stocks.
TheFly reported on December 5, 2025, that Oppenheimer analyst Rick Schafer had increased the firm’s price target for Broadcom Inc. (NASDAQ:AVGO) from $400 to $435, before the company’s fourth-quarter reports. He kept an Outperform rating on the stock. According to the note, the company anticipates positive outcomes and guidance, backed by Broadcom Inc. (NASDAQ:AVGO)’s networking and AI compute divisions.
Furthermore, according to Oppenheimer, next-generation Tomahawk 6 chip quantities are anticipated to go up in the second half of 2026. This will boost growth and improve gross margins.
The CEO of Broadcom Inc. (NASDAQ:AVGO), Hock Tan, stated last year that the business is aiming for a $60 billion to $90 billion market in 2027 across networking chips and data-center processors it develops for Google and OpenAI. The firm has previously highlighted AI as a major development area.
Separately, Microsoft is in talks with Broadcom Inc. (NASDAQ:AVGO) to co-design special chips to meet growing demand for AI, The Information reported on December 6.
1. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders: 194
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the Best Nanotechnology Stocks.
According to TheFly, on December 8, 2025, Bernstein increased its price target for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) from $290 to $330. The firm kept an Outperform rating. The firm raised its projection for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s chip-on-wafer-on-substrate capacity to 125,000 wafers per month by the end of 2026, noting that it would meet Nvidia’s specified requirements for the Blackwell and Rubin projects in 2025 and 2026. Additionally, Bernstein anticipated that the company’s sales would increase by 20% in 2027 and 23% in fiscal 2026.
On November 25, 2025, Reuters disclosed that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) had sued Wei-Jen Lo, a former senior vice president who had recently joined Intel, in Taiwan’s Intellectual Property and Commercial Court. The conditions of Lo’s employment contract, the non-compete agreement he signed, and statutes, including the Trade Secrets Act, are the basis for the complaint, according to Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). The company also said that there is a “high probability” that Lo will use, leak, reveal, or transfer the firm’s trade secrets and private information to Intel, necessitating legal action. Requests for comment from Intel and Lo were not immediately answered.
Taiwan’s economy ministry stated that it will keep an eye on potential effects on the market and respect Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s legal action. The ministry further stated that it will assist in establishing whether the case contains violations of the National Security Act or infringement of core technologies. Authorities are also looking into Lo following accusations that he may have given advanced technical data to Intel.
Lo contributed to the mass production of 5-nm, 3-nm, and 2-nm chips during his 21 years at the company. He had previously worked for Intel for eighteen years.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest dedicated contract chip producer, with a mid-60% market share in 2024. It uses its own IC designs to create integrated circuits for customers. The global shift of semiconductor companies from integrated device manufacturers to fabless designers has long benefited the firm.
The firm bears the expenses and capital investments of operating factories in a highly volatile market, just like any other foundry, for its clients. Foundries frequently build excess capacity during periods of high demand, which can result in underutilization during downturns, reducing profitability.
While we acknowledge the potential of TSM 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 TSM and that has 100x upside potential, check out our report about this cheapest AI stock.
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Disclosure: None. 13 Best Nanotechnology Stocks to Buy Now. is originally published on Insider Monkey. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
