In this article, we will look at the 14 Best Technology Stocks to Invest in for the Long Term.
On September 23, Dan Greenhaus from Solus Alternative Asset Management joined CNBC for an interview to talk about the durability of the current market strength. He noted that the AI investment trade has strong dominance in the market. He acknowledged that while other market sectors are also performing well, the AI trade remains the most dominant one and has been making headlines consistently. Greenhaus highlighted that even the investment approach of Solus hasn’t been consistent, as they have wandered around exploring other investment opportunities, but have ultimately recognized the power and momentum of the AI market.
He explained that the confidence in the AI sector stems from sustained capital expenditures and demand exceeding supply, creating a durable investment thesis. However, he also added that investors do not need equal confidence in all market areas, noting that many other sectors have potential gains even if they don’t have the same level of robustness as AI.
Moreover, while talking about the S&P 500 outlook, Greenhaus supported Goldman Sachs raising its 12-month price target to 7200 and mentioned it was reasonable. He emphasized that macroeconomic risks like tariffs and labor market weaknesses remain. However, these are normal as there are always uncertainties in the market. He views AI as the leading theme in market gains and endorses the prospect of moderate S&P gains over the next year.
With that, let’s take a look at the 14 best technology stocks to invest in for the long term.
Our Methodology
To curate the list of 14 best technology stocks to invest in for the long term, we used the Finviz Stock Screener, Seeking Alpha, and Insider Monkey’s Q2 2025 database as our sources. Using the screener, we aggregated a list of long-term technology stocks (5-year revenue growth rate of more than 10%). Next, we cross-checked the revenue growth from Seeking Alpha and ranked the stocks in ascending order of the number of hedge fund holders, sourced from Insider Monkey. Please note that the data was recorded on September 20, 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).
14 Best Technology Stocks to Invest in for the Long Term
14. ASML Holding N.V. (NASDAQ:ASML)
5-year Revenue Growth Rate: 20.25%
Number of Hedge Fund Holders: 78
ASML Holding N.V. (NASDAQ:ASML) is one of the Best Technology Stocks to Invest in for the Long Term. On September 19, Bank of America Securities raised the price target on ASML Holding N.V. (NASDAQ:ASML) from EUR724 to EUR941, while maintaining a Buy rating on the stock.
The rating comes after the tech giant Nvidia announced its partnership with Intel, where Intel is investing $5 billion in Nvidia and will supply custom CPUs for AI infrastructure. The firm believes that this partnership will make Intel more competitive in data centers and PCs and is expected to benefit ASML Holding N.V. (NASDAQ:ASML), which sells vital lithography machines used in chip production. The analyst also raised the company’s 2027 revenue forecast to EUR39.2 billion, up from EUR35.8 billion. This reflects expected higher sales of extreme ultraviolet and high-NA systems to Intel and SK Hynix.
ASML Holding N.V. (NASDAQ:ASML) develops and sells advanced semiconductor equipment used to make computer chips.
13. Arista Networks Inc (NYSE:ANET)
5-year Revenue Growth Rate: 28.49%
Number of Hedge Fund Holders: 81
Arista Networks Inc. (NYSE:ANET) is one of the Best Technology Stocks to Invest in for the Long Term. On September 16, William Blair analyst Sebastien Naji reiterated a Buy rating on Arista Networks Inc (NYSE:ANET) without disclosing any price target.
The analyst noted that Arista Networks Inc. (NYSE:ANET) is focusing on growing its market share in the AI sector. This includes targeting cloud giants and neocloud customers, which are expanding fast and providing strong opportunities. Moreover, Naji highlighted that the stock’s premium valuation is supported by its solid investments in data centers and a rising enterprise customer base. These drivers are expected to sustain the stock’s performance.
Similarly, Arista Networks Inc (NYSE:ANET) is also boosting enterprise sales through direct selling and channel investments. The analyst also highlighted the acquisition of VeloCloud, which has broadened the company’s reach, especially with managed service providers. Despite competition from firms like HPE and Juniper, the company’s broad campus networking and unified operating system offerings remain attractive.
Arista Networks Inc. (NYSE:ANET) provides advanced networking solutions for AI, data centers, campuses, and routing environments. Its core technology is the Extensible Operating System , which enables high-speed, automated, and secure network management.
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