On March 10, Stephen Byrd from Morgan Stanley appeared on a CNBC Television interview to discuss the impact of increasing oil prices on the AI trade as hyperscalers are using a lot of power. Byrd noted that the AI trade can absorb the increased cost of power as it is a small part of the overall data center economics. However, it cannot afford to absorb the loss of power supply. Byrd highlighted that his discussions with hyperscalers revealed that most of the data centers plan to go off the grid, generating their own power, and also have the capacity to supply electricity to the grid in times of requirement.
On the same day, Michael Sansoterra from Silvant Capital appeared on a CNBC Television interview to discuss the state of the technology sector amidst ongoing geopolitical conflicts. Sansoterra noted that markets have fallen in the past due to geopolitical conflicts but rebounded every time. He highlighted the 9/11 attacks and the Iraq war, when markets fell but rebounded shortly afterwards. He advised investors to look through these events as they do not make long-term changes to consumer behaviors. Sansoterra noted that the current market sell-offs have created attractive entry points for stocks like Nvidia and Palantir. Silvant Capital expects these companies to continue exceeding expectations.
With that, let’s take a look at the 15 Best Technology Stocks to Buy for the Long Term.
Our Methodology
We sifted through financial media reports to compile a list of Technology stocks widely discussed for their long-term potential, and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and 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).
15 Best Technology Stocks to Buy for the Long Term
15. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Stacy Rasgon from Bernstein released a research note stating that reports suggest that Washington is drafting new regulations which will require licensing for AI chip exporters to sell chips internationally. The analyst noted that it could directly impact major companies including NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, and Broadcom.
Earlier on March 5, Rasgon reiterated a Buy rating on Nvidia with a price target of $300. The analyst highlighted that the regulation has not been finalized yet and can be changed or abandoned. He also noted that this regulation does not mean a ban on exports but will allow the government to gatekeep AI exports.
Rasgon highlighted in the research note that Nvidia’s latest 1,000 chip shipment is expected to go through a “fairly simple review” process. He noted that Nvidia will be impacted by the regulation as much of the company’s revenue is US-led. The company’s fiscal 2026 revenue consisted of 70% sales from the US, while Taiwan based customers accounted for only 20% of the total revenue.
NVIDIA Corporation (NASDAQ:NVDA) is headquartered in Santa Clara, California. It designs and sells advanced semiconductors, primarily graphics processing units and AI accelerators, that power gaming, professional visualization, data centers, and autonomous systems.
14. Apple Inc. (NASDAQ:AAPL)
Apple Inc. (NASDAQ:AAPL) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, David Vogt from UBS maintained a Hold rating on Apple Inc. (NASDAQ:AAPL) with a price target of $280.
The analyst mentioned in a research note that Apple faced a sharp decline in iPhone shipments in China. The shipments declined 37% year-over-year in January 2026 to around 2.2 million units. This follows a 14% decline in December 2025. The analyst noted that this reflects normalization after a strong selling season following the launch of iPhone 17.
Overall smartphone shipments in China declined by around 16% year-over-year in January 2026. Moreover, UBS noted that iPhone’s share in the market declined to around 11% in January from 14% a year ago. This marks the lowest January shipments for Apple since 2019.
Apple Inc. (NASDAQ:AAPL) is known for its consumer electronics, software, and other related products. Its premium line of products, which includes the iPhone, iPad, Mac computers, and a range of other accessories, has earned the company widespread acclaim and customer loyalty.
13. Microsoft Corporation (NASDAQ:MSFT)
Microsoft Corporation (NASDAQ:MSFT) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, Jefferies reiterated a Buy rating on Microsoft Corporation (NASDAQ:MSFT) with a $675 price target. The firm reaffirmed its bullish sentiment after meeting Microsoft’s head of investor relations.
The firm said in a research note that the company’s Azure and Microsoft 365 serve key factors in consolidating its enterprise AI spending. Microsoft 365 alone serves more than 450 million paid users reflecting a robust enterprise distribution network. Moreover, Jefferies also highlighted three core areas of strength for the company including the company’s focus to expand Microsoft 365 total addressable market using AI, AI margins outpacing cloud margins at a comparable growth stage, and reliable infrastructure monetization irrespective of specific AI agents or models.
Jefferies also noted that the company trades at around 21 times its fiscal 2027 earnings per share. This is below the 10-year average of 23.5 times, thereby making it an attractive investment. The firm further highlighted that Microsoft should not trade at its 10-year low of around 15 times forward earnings considering the expanded platform capabilities over the decade.
Microsoft Corporation (NASDAQ:MSFT) is an American technology company that specializes in AI-powered cloud, productivity, and business solutions. The company develops and markets software, services, and hardware.
12. Broadcom Inc. (NASDAQ:AVGO)
Broadcom Inc. (NASDAQ:AVGO) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Aletheia released a research note on Broadcom Inc. (NASDAQ:AVGO) with a Buy rating following the company’s fiscal Q1 2026 earnings reported on March 4.
The research firm noted that the company topped expectations across all key metrics, including AI revenue growth for both near-term and long-term periods, margin sustainability, customer project rollouts, and capital return. Moreover, management was also prepared to effectively address negative arguments from analysts.
Aletheia said in the research note that they highlighted potential concerns including CPO adoption that may disappoint as Nvidia is pushing CPO aggressively. The firm also questioned the growth drivers with the management amid their 2027 and 2028 growth estimates.
As a result of the discussions, the firm concluded that Nvidia and Broadcom are logical AI proxies and noted that multiples for both companies appear too low given their growth trajectory.
Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs and supplies products, including custom chips, networking solutions, and enterprise software used across industries such as cloud computing, telecommunications, and data centers.
11. Oracle Corporation (NYSE:ORCL)
Oracle Corporation (NYSE:ORCL) is one of the Best Technology Stocks to Buy for the Long Term. On March 6, Reuters reported that Oracle Corporation (NYSE:ORCL) and OpenAI have abandoned plans to expand a flagship AI data center in Texas due to prolonged negotiations over financing and OpenAI’s evolving needs.
The report highlighted that the project was part of the Stargate initiative, which is a $500 billion, 10-gigawatt endeavor. The initiative involved SoftBank Group, OpenAI, and Oracle, and was announced by President Donald Trump in January 2025. In September, both the companies had announced plans of 600-megawatt expansion near the Abilene, Texas flagship site.
According to sources familiar with the matter, the capacity is now expected to shift to another data center campus under construction. The sources also noted that the Abilene site features eight buildings operated by Oracle Cloud Infrastructure, with two already operational. Moreover, the plans for an additional 4.5 gigawatts remain on track.
According to Reuters, the fallout between Oracle and OpenAI has created opportunities for Meta Platforms to lease the Abilene expansion site from developer Crusoe, facilitated by Nvidia.
Oracle Corporation (NYSE:ORCL) is an American multinational computer technology company specializing in database software, cloud infrastructure, and enterprise software solutions. The company offers one of the industry’s broadest and deepest suites of AI-powered cloud applications.
10. Palantir Technologies Inc. (NASDAQ:PLTR)
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best Technology Stocks to Buy for the Long Term. According to a CNBC report released on March 6, Palantir Technologies Inc. (NASDAQ:PLTR) was an outlier in a tough week for the stock market amidst US attack on Iran. The stock rallied 15%, while the NASDAQ declined 1.2%.
The report noted that as President Donald Trump has not signaled any speedy resolution to the ongoing conflicts, investors have gravitated towards Palantir Technologies Inc. (NASDAQ:PLTR) which drives around 60% of its revenue from government contracts. According to CNBC, Rosenblatt maintained a Buy rating on the stock and raised the price target to $200 from $150, noting the Middle East conflict enhances the company’s government pipeline.
The firm highlighted “adequate alternatives” to Anthropic’s Claude models and potential for more deals like last year’s $10 billion contract with the US Army.
Palantir Technologies Inc. (NASDAQ:PLTR) is a software company that develops and deploys data integration and analytics platforms for government agencies, defense organizations, and enterprise clients. Its notable products include Palantir Gotham, Foundry, and Apollo.
9. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Technology Stocks to Buy for the Long Term. On March 9, Advanced Micro Devices, Inc. (NASDAQ:AMD) announced entering into a multi-year licensing agreement with Adeia. Through this deal AMD gains access to Adeia’s IP portfolio covering hybrid bonding, packaging, and processing technologies.
This comes as both the companies settled their dispute over semiconductor technology, as reported by Reuters on March 9. Adeia had filed two patent lawsuits against Advanced Micro Devices in Texas federal court. Paul E. Davis, Adeia’s CEO, noted:
“We are pleased to reach this agreement with AMD, a global leader in high-performance computing and advanced semiconductor solutions,”
Adeia has pioneered fundamental advances in the semiconductor industry over the last 30 years and maintains a large and growing IP portfolio licensed to leading firms worldwide. This settlement removes legal overhang for Advanced Micro Devices, Inc. (NASDAQ:AMD).
That said, on March 5, Stacy Rasgon from Bernstein assigned a Hold rating on the stock with a price target of $235. The analyst noted that Washington is drafting a resolution that will require companies including Advanced Micro Devices to get a license to export AI chips. While the regulation is yet to be finalized it can add extra friction for chipmakers.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company focused on high-performance computing, graphics, and visualization technologies. Its main products include microprocessors, graphics processors, personal computers, workstations, and embedded system applications.
8. Cisco Systems, Inc. (NASDAQ:CSCO)
Cisco Systems, Inc. (NASDAQ:CSCO) is one of the Best Technology Stocks to Buy for the Long Term. On March 3, Cisco Systems, Inc. (NASDAQ:CSCO) presented at Morgan Stanley’s Technology, Media & Telecom Conference. Management highlighted strong FQ2 2026 performance driven by global demand and strategic execution in AI infrastructure and security.
The company reported 18% growth in product orders, driven by $2.1 billion in new AI infrastructure orders from hyperscalers. Notably, this matched the prior year’s total in just 90 days. Moreover, advanced purchase commitments rose $1.8 billion to address supply chain pressures, including memory price increases.
Management noted that all regions including Americas, EMEA, and APJC posted double-digit growth, with public sector and enterprise verticals accelerating. Notably, the hardware segment surged over 20%, software and subscriptions exceeded 50% of revenue. Management noted that despite gross margin pressures, operating margins hit a four-quarter high. Looking ahead, Cisco views the campus refresh cycle as an early-stage, multi-year opportunity and expects organic security growth to approach double-digits by fiscal year-end.
Cisco Systems, Inc. (NASDAQ:CSCO) provides networking, cybersecurity, and video surveillance solutions. It enables secure communication, real-time monitoring, and advanced threat detection for enterprises and public safety, supporting robust private security and surveillance infrastructure worldwide.
7. International Business Machines Corporation (NYSE:IBM)
International Business Machines Corporation (NYSE:IBM) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, International Business Machines Corporation (NYSE:IBM) in collaboration with The University of Manchester, Oxford University, ETH Zurich, EPFL, and the University of Regensburg announced creating a novel molecule with previously unobserved electronic structure.
The molecule with the formula C₁₃Cl₂ exhibits a half-Möbius electronic topology. Electrons of the molecule travel in a corkscrew pattern with 90-degree twists per circuit, requiring four loops to return to the starting phase. The report noted that this topology can be reversibly switched between clockwise, counterclockwise, and untwisted states.
The development used International Business Machines Corporation (NYSE:IBM)’s nanoscale legacy to simulate the molecule’s behavior. Moreover, the quantum processors integrated with CPUs and GPUs were used to reveal helical molecular orbitals and a pseudo-Jahn-Teller effect driving the topology.
Alessandro Curioni, IBM Fellow and Director of IBM Research Zurich said:
“First, we designed a molecule we thought could be created, then we built it, and then we validated it and its exotic properties with a quantum computer.”
International Business Machines Corporation (NYSE:IBM) provides hybrid cloud, artificial intelligence, and consulting services.
6. SAP SE (NYSE:SAP)
SAP SE (NYSE:SAP) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, SAP SE (NYSE:SAP) announced its strategic partnership with Uptycs, which is a Cloud and endpoint cybersecurity startup. The partnership aims to deploy verifiable AI analysts through Uptycs’ Juno platform.
Management noted that this will augment enterprise security teams as virtual employees focused on threat hunting and attack path analysis. Juno analyzes telemetry across cloud infrastructure, containers, and endpoints. It enables security teams to identify threats and incidents while generating strategic risk reports in minutes. Moreover, the platform’s “glass box” architecture ensures AI insights trace back to underlying evidence across 150,000 structured data fields, promoting transparency over blind acceptance.
Management noted that this partnership will demonstrate that AI systems can be deployed in enterprise environments in a secure and verifiable way. SAP SE (NYSE:SAP) will enable large scale enterprise adoption as the company serves thousands of enterprise customers across more than 150 countries.
SAP SE (NYSE:SAP) is a German multinational software company with a leading position in enterprise applications and business AI. The company is one of the world’s largest providers of enterprise resource planning software.
5. Intel Corporation (NASDAQ:INTC)
Intel Corporation (NASDAQ:INTC) is one of the Best Technology Stocks to Buy for the Long Term. Intel Corporation (NASDAQ:INTC) has gained more than 9% since the release of its Core Series 2 processor with P-cores on March 9. The company launched its new processor series at Embedded World 2026, targeting mission-critical industrial edge applications that require deterministic performance and real-time reliability.
Management noted that the new processor addresses industrial workloads from safety-critical controls to data processing. Moreover, the company highlighted that the Core Series is a significant improvement compared to its competitor, AMD Ryzen 7 9700X. The processor delivers 4.4 times lower PCIe latency, 2.5 times more deterministic response time, 3.8 times better deterministic performance, and 1.5 times higher multi-thread performance compared to Ryzen 7 9700X.
During the same event, Intel also launched the Edge AI suite for Health & Life Sciences. The suite features validated pipelines for AI-powered patient monitoring, including ECG arrhythmia detection, remote photoplethysmography, and 3D visual tracking.
Management noted that a preview version of the Edge AI suite for Health & Life Sciences is available on GitHub, while the general availability is planned in Q2 2026.
Intel Corporation (NASDAQ:INTC) was founded in 1968 and is headquartered in Santa Clara, California, in the heart of Silicon Valley. The company designs and manufactures computer processors and other semiconductor hardware used in personal computers, servers, and a wide range of connected devices.
4. Salesforce, Inc. (NYSE:CRM)
Salesforce, Inc. (NYSE:CRM) is one of the Best Technology Stocks to Buy for the Long Term. On March 3, Salesforce, Inc. (NYSE:CRM) presented at Morgan Stanley Technology, Media & Telecom Conference 2026. Management highlighted its record fiscal 2026 performance and also outlined its strategic vision for 2027.
The company highlighted reporting record revenue, cash flow, and Q4 premium SKU adoption surging 300% quarter-on-quarter. Moreover, the company also noted that its Informatica integration proved accretive within one year. The integration drove a return to organic double-digit growth while ending FY26 at the Rule of 44. The company is targeting Rule of 50 metrics, with accelerated growth planned for the second half of FY27 through net new Annualized Order Value and ARR per customer.
In addition, management is also focused on offering improving Agentforce in terms of personalized customer interactions. The company highlighted continued investments in Account Executive capacity and Software Development Engineers.
Salesforce Inc. (NYSE:CRM) provides customer relationship management software and cloud-based enterprise applications. Its core offerings include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and the analytics platform Tableau.
3. KLA Corporation (NASDAQ:KLAC)
KLA Corporation (NASDAQ:KLAC) is one of the Best Technology Stocks to Buy for the Long Term. KLA Corporation (NASDAQ:KLAC) is down more than 15% since the release of its fiscal Q2 2026 earnings reported on January 29. Wall Street remains bullish on the stock with analysts 12-month average price target reflecting 23.15% upside.
Recently, on February 25, Morgan Stanley reiterated a Buy rating on the stock and raised the firm’s price target from $1,751 to $1,809. The firm cited raising 2026 and 2027 wafer fab equipment growth forecasts. Morgan Stanley expects wafer fab equipment to grow by 23% in 2026, up from the previous expectation of 13%, and by 27% in 2027, up from the previous expectation of 19%. The improved outlook is based on increased DRAM memory spending told the firm in a research note.
The drop in share price comes despite revenue and EPS exceeding expectations. KLA Corporation (NASDAQ:KLAC) posted $3.30 billion in quarterly revenue, up 7.16% year-over-year and ahead of expectations by $46.47 million. The EPS of $8.85 also topped expectations by $0.05.
KLA Corporation (NASDAQ:KLAC) is involved in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company’s operations are divided into the following operations: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display, and Component Inspection.
2. Texas Instruments Incorporated (NASDAQ:TXN)
Texas Instruments Incorporated (NASDAQ:TXN) is one of the Best Technology Stocks to Buy for the Long Term. On March 5, Texas Instruments Incorporated (NASDAQ:TXN) announced its strategic partnership with Nvidia to accelerate the development and safe deployment of humanoid robots.
Management noted that this partnership combines Texas Instruments’ real-time motor control, sensing, radar, and power technologies with NVIDIA’s robotics compute power, Ethernet-based sensing, and simulation platforms. The partnership aims to help developers speed up the process of moving the next generation technology from virtual environments to deployment ready, scalable, safe, and real world applications.
As part of this collaboration, TI’s mmWave radar sensor fusion solution will be integrated with NVIDIA Jetson Thor via Holoscan Sensor Bridge, delivering low-latency 3D perception and safety awareness for humanoid robots. Management noted that they will showcase this at NVIDIA GTC, scheduled for March 16 to March 19, 2026.
Texas Instruments Incorporated (NASDAQ:TXN) designs, manufactures, tests, and sells analog and embedded processing chips for markets including industrial, automotive, personal electronics, communications equipment, and enterprise systems.
1. Analog Devices, Inc. (NASDAQ:ADI)
Analog Devices, Inc. (NASDAQ:ADI) is one of the Best Technology Stocks to Buy for the Long Term. On March 3, Analog Devices, Inc. (NASDAQ:ADI) presented at Morgan Stanley’s Technology, Media & Telecom Conference.
During the conference, the company highlighted nine consecutive quarters of above-seasonal performance across ATE, aerospace, and automotive markets. Management noted that they are targeting to improve the current gross margins of 71% to 74%, driven by increase in prices and enhancements.
The company is also targeting a 200 basis point increase in operating margins for fiscal Q2 and has allocated 16% of its revenue for research and development. Operationally, the Analog Devices, Inc. (NASDAQ:ADI)’s ATE segment grew over 40% year-over-year in 2025, while the data center business expanded, driven by increased CapEx. Looking ahead, management expects strong tailwinds from AI capital spending to boost the ATE segment.
Analog Devices, Inc. (NASDAQ:ADI) is a U.S. semiconductor company specializing in high‑performance chips that power industrial, automotive, communications, and defense applications.
While we acknowledge the potential of ADI 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 ADI and that has 100x upside potential, check out our report about this cheapest AI stock.
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