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.
12. Applied Materials, Inc. (NASDAQ:AMAT)
5-year Revenue Growth Rate: 11.96%
Number of Hedge Fund Holders: 81
Applied Materials, Inc. (NASDAQ:AMAT) is one of the Best Technology Stocks to Invest in for the Long Term. On September 12, analyst Vijay Rakesh from Mizuho Securities downgraded Applied Materials, Inc. (NASDAQ:AMAT) from Outperform to Neutral, while also reducing the price target from $200 to $175.
The analyst highlighted competition and technology shifts in the wafer fabrication equipment industry, as competition from China and technology transition drives increased competition overall. He also noted that the biggest share shifts are in Sputtering and Plasma-Enhanced Chemical Vapor Deposition segments. Applied Materials, Inc. (NASDAQ:AMAT) holds roughly 47% revenue share in this area, making the company more exposed to the competition compared to its competitors.
Applied Materials, Inc. (NASDAQ:AMAT) provides equipment, services, and software for the semiconductor and display industries.
11. Lam Research Corporation (NASDAQ:LRCX)
5-year Revenue Growth Rate: 12.91%
Number of Hedge Fund Holders: 85
Lam Research Corporation (NASDAQ:LRCX) is one of the Best Technology Stocks to Invest in for the Long Term. On September 15, Lam Research Corporation (NASDAQ:LRCX) announced its collaboration with JSR Corporation to advance semiconductor manufacturing.
The collaboration is designed to speed up the industry’s move to next-generation patterning technologies, including dry resist technology for extreme ultraviolet lithography. This technology is crucial for making chips used in artificial intelligence and high-performance computing.
The agreement combines JSR’s expertise in innovative semiconductor materials such as metal oxide photoresists with Lam Research Corporation (NASDAQ:LRCX)’s strengths in deposition, etching, and EUV patterning. Both companies will work together to integrate JSR’s patterning resists with the company’s deposition and etch technologies to innovate in metal oxide resists, high numerical aperture EUV patterning for advanced chip nodes, and other next-gen materials. The collaboration will also leverage JSR’s recent acquisition of Yamanaka Hutech Corporation to explore new materials for atomic layer deposition and etching.
Lam Research Corporation (NASDAQ:LRCX) is a leading global supplier of equipment and services used to manufacture semiconductor chips.
10. Adobe Inc. (NASDAQ:ADBE)
5-year Revenue Growth Rate: 13.26%
Number of Hedge Fund Holders: 104
Adobe Inc. (NASDAQ:ADBE) is one of the Best Technology Stocks to Invest in for the Long Term. Adobe Inc. (NASDAQ:ADBE) is up around 4.38% since FQ3 2025 earnings release on September 11. Wall Street remains bullish on the stock, taking confidence from the company’s strong fundamentals.
During the fiscal third quarter of 2025, the company posted a revenue of $5.99 billion, up 10.72% year-over-year and ahead of consensus by $79.47 million. The EPS of $5.31 also topped estimates by $0.13. Management noted the revenue to be at a record high with growth coming from across the board.
Following the earnings release, several analysts have expressed their bullish sentiment on the stock. For instance, on September 12, Michael Turrin from Wells Fargo reiterated a Buy rating on Adobe Inc. (NASDAQ:ADBE) with a $470 price target. Similarly, on the same day, J. Parker Lane from Stifel Nicolaus also reiterated a Buy rating on the stock with a price target of $480. Most recently, on September 16, Paul Chew from Phillip Securities reiterated a Buy rating on the stock with a price target of $560.
Adobe Inc. (NASDAQ:ADBE) is a global technology company that provides software and cloud-based solutions for creating, managing, and optimizing digital content and experiences.
9. Intuit Inc. (NASDAQ:INTU)
5-year Revenue Growth Rate: 19.65%
Number of Hedge Fund Holders: 105
Intuit Inc. (NASDAQ:INTU) is one of the Best Technology Stocks to Invest in for the Long Term. On September 19, Bradley Sills from Bank of America Securities maintained a Buy rating on Intuit Inc. (NASDAQ:INTU) with a price target of $800.
The analyst noted that the company’s key initiatives in the mid-market and tax-assisted segments are gaining traction. Moreover, the company’s platform also remains strong and is expected to boost margins by 80 basis points by fiscal year 2026.
The analyst noted that the stock trades at 27 times FY26 free cash flow, which he considers reasonable. Moreover, this free cash flow is projected to grow by 16%, supporting the analyst’s price target of $800. Sills highlighted that a major catalyst is the upcoming launch of Intuit Connect, which will enhance cross-selling, especially for QuickBooks in the mid-market space. Similarly, TurboTax is also expected to keep growing, focusing on higher revenue per customer through services like TurboTax Live and Full Service.
Intuit Inc. (NASDAQ:INTU) provides a financial technology platform that helps consumers and small to mid-market businesses manage their finances and compliance.
8. ServiceNow, Inc. (NYSE:NOW)
5-year Revenue Growth Rate: 24.98%
Number of Hedge Fund Holders: 106
ServiceNow, Inc. (NYSE:NOW) is one of the Best Technology Stocks to Invest in for the Long Term. On September 16, Five9 announced Five9 Fusion for ServiceNow, Inc. (NYSE:NOW). Fusion is an AI-powered integration that combines voice and digital customer interactions.
The integration uses real-time AI transcription and a unified routing engine to help businesses deliver faster and personalized customer service. It merges Five9’s technology with ServiceNow, Inc. (NYSE:NOW)’s Customer Service Management to overcome fragmented systems that slow agents and frustrate customers.
As a result of this integration, agents get instant context and tools to resolve issues more quickly and provide proactive service. Currently, two AI features are available, including real-time transcription in ServiceNow Workspace to replace note-taking, and unified routing to connect digital and voice interactions to the right agents. Management noted that an upcoming feature will allow agents to control calls directly in ServiceNow’s interface and is planned for early 2026.
ServiceNow, Inc. (NYSE:NOW) provides a cloud-based AI platform called the Now Platform that helps organizations digitize and automate workflows.
7. Advanced Micro Devices, Inc. (NASDAQ:AMD)
5-year Revenue Growth Rate: 31.09%
Number of Hedge Fund Holders: 113
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Technology Stocks to Invest in for the Long Term. On September 18, Vivek Arya from Bank of America Securities reiterated a Buy rating on Advanced Micro Devices, Inc. (NASDAQ:AMD) with a price target of $200.
The analyst highlighted that the recent partnership between Nvidia and Intel is not expected to negatively impact Advanced Micro Devices, Inc. (NASDAQ:AMD) immediately. This is because the partnership can take years to yield a significant product outcome. The analyst sees this as an opportunity for the company to maintain its competitive edge for the short to medium term.
Moreover, the analyst also highlighted the growth potential of the x86 architecture in enterprise markets and believes AMD can benefit alongside Intel here. He also sees an opportunity for the company as Intel’s multiple collaborations might distract the company, whereas Advanced Micro Devices, Inc. (NASDAQ:AMD) can take advantage of this divided attention.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company specializing in high-performance computing and graphics technologies.
6. Salesforce, Inc. (NYSE:CRM)
5-year Revenue Growth Rate: 15.31%
Number of Hedge Fund Holders: 121
Salesforce, Inc. (NYSE:CRM) is one of the Best Technology Stocks to Invest in for the Long Term. Wall Street is bullish on Salesforce, Inc. (NYSE:CRM) since the company topped revenue and EPS estimates for its fiscal second quarter of 2026.
The company posted a revenue of $10.24 billion, up 9.77% year-over-year and ahead of consensus by $98.41 million. The EPS of $2.91 also topped estimates by $0.13. Management noted that in addition to this outperformance, the current remaining performance obligation (cRPO), which indicates future revenue under contract, also rose 11% year-over-year to $29.4 billion. Management projects next quarter’s revenue between $10.24 billion and $10.29 billion, reflecting 8% to 9% year-over-year growth.
Several analysts have expressed optimism after the release. On September 5, Saiyi He from CMB International Securities reiterated a Buy rating on the stock, with a price target of $388. Later, on September 8, Paul Chew from Phillip Securities also reiterated a Buy rating on Salesforce, Inc. (NYSE:CRM) with a price target of $364.
Salesforce, Inc. (NYSE:CRM) provides customer relationship management (CRM) technology that integrates AI to help businesses improve sales, service, marketing, and commerce.
5. Uber Technologies, Inc. (NYSE:UBER)
5-year Revenue Growth Rate: 31.81%
Number of Hedge Fund Holders: 152
Uber Technologies, Inc. (NYSE:UBER) is one of the Best Technology Stocks to Invest in for the Long Term. On September 18, Uber Technologies, Inc. (NYSE:UBER) announced its partnership with Flytrex to launch drone delivery on the Uber Eats platform in select US pilot markets by the end of 2025. Flytrex is an authorized drone delivery company.
This marks the company’s first investment in drone delivery technology. The collaboration integrates Flytrex’s autonomous drones, which are certified by the FAA for Beyond Visual Line of Sight operations, with Uber Technologies, Inc. (NYSE:UBER)’s logistics platform. It aims to offer faster, safer, and more sustainable delivery of food and convenience items. Flytrex has experience completing over 200,000 deliveries in the US, demonstrating operational safety and efficiency.
Uber Technologies, Inc. (NYSE:UBER) plans to expand its delivery network beyond cars, bikes, couriers, and sidewalk robots by including drones, creating a flexible multimodal system. This innovation is expected to reduce delivery times to mere minutes, decrease road congestion, and cut emissions compared to traditional methods.
Uber Technologies, Inc. (NYSE:UBER) operates a technology platform connecting consumers with transportation, delivery, and logistics services.
4. Broadcom Inc. (NASDAQ:AVGO)
5-year Revenue Growth Rate: 20.90%
Number of Hedge Fund Holders: 156
Broadcom Inc. (NASDAQ:AVGO) is one of the Best Technology Stocks to Invest in for the Long Term. On September 4, Broadcom Inc. (NASDAQ:AVGO) released results for its fiscal third quarter of 2025. The company topped revenue and EPS estimates, leading to bullish sentiments from Wall Street.
Broadcom Inc. (NASDAQ:AVGO) delivered $15.95 billion in revenue, up 22.03% year-over-year and ahead of consensus by $129.31 million. Moreover, the EPS of $1.69 also topped estimates by $0.03. Management noted that they achieved this record revenue on the back of its custom AI accelerators, networking products, and VMware business. In addition, the AI-related revenue grew 63% year-over-year to $5.2 billion in Q3, and the company expects this AI semiconductor revenue to reach $6.2 billion in Q4, marking eleven straight quarters of growth fueled by ongoing customer investment.
Several analysts have expressed their bullish sentiment on the stock. On September 12, Vijay Rakesh from Mizuho Securities reiterated a Buy rating on Broadcom Inc. (NASDAQ:AVGO) while raising the price target from $335 to $410. More recently, on September 16, Stacy Rasgon from Bernstein also reiterated a Buy rating on the stock with a price target of $400.
Broadcom Inc. (NASDAQ:AVGO) designs and supplies semiconductors and enterprise software solutions globally.
3. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
5-year Revenue Growth Rate: 22.53%
Number of Hedge Fund Holders: 187
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Technology Stocks to Invest in for the Long Term. On September 10, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced its August 2025 revenue report. Wall Street has been bullish on the stock since the announcement.
The company reported NT$335.77 billion in revenue, up 3.9% from the previous month and 33.8% year-over-year. Several analysts have reiterated their bullish sentiment since the release.
For instance, on September 16, Simon Coles from Barclays reiterated a Buy rating on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) while raising the price target from $275 to $325. More recently, Leping Huang from Huaitai Securities also reiterated a Buy rating on the stock and raised the price target from $300 to $320.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the world’s largest semiconductor manufacturers. It focuses on making advanced integrated circuits and chips for other companies.
2. NVIDIA Corporation (NASDAQ:NVDA)
5-year Revenue Growth Rate: 66.11%
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Technology Stocks to Invest in for the Long Term. On September 19, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA) has signed a letter of intent to potentially invest $500 million in Wayve, a UK-based autonomous driving technology company.
This investment is said to take place in Wayve’s next funding round. The company uses machine learning and camera sensors to teach cars how to drive. This differs from traditional systems that rely on detailed maps and coding. Moreover, NVIDIA Corporation (NASDAQ:NVDA)’s chips power Wayve’s platforms, supporting the company’s AI-driven approach.
Wayve was founded in 2017 and raised over $1 billion last year, including backing from SoftBank. In addition to NVIDIA Corporation (NASDAQ:NVDA), Uber also invested in the company in 2024. It currently tests its technology in Britain and the US, with plans to expand into Germany and Japan.
NVIDIA Corporation (NASDAQ:NVDA) develops advanced computing infrastructure focused on accelerated computing. It provides AI solutions, data center platforms, and automotive technologies for autonomous vehicles.
1. Microsoft Corporation (NASDAQ:MSFT)
5-year Revenue Growth Rate: 14.52%
Number of Hedge Fund Holders: 294
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Technology Stocks to Invest in for the Long Term. On September 19, Reuters reported that Microsoft Corporation (NASDAQ:MSFT) announced a second price increase for its Xbox gaming consoles in the United States this year.
The change in prices reflects the rising costs caused by tariffs and supply chain issues, and the increased prices are expected to take effect on October 3. After the increase in prices, the one-terabyte Xbox Series S price will rise to about $450, the higher-end Series X will cost around $650, and the special edition two-terabyte Galaxy Black Series X will nearly reach $800.
Microsoft Corporation (NASDAQ:MSFT) first raised Xbox prices in May, citing US tariffs on imports from China as the major reason. These tariffs have increased hardware costs and squeezed profit margins. As a result, the Series X price is up around $150 in six months.
Microsoft Corporation (NASDAQ:MSFT) is a technology company that develops software, cloud services, devices, and solutions.
While we acknowledge the potential of MSFT 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 MSFT and that has 100x upside potential, check out our report about this cheapest AI stock.
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