In this article, we will list the 5 tech stocks with the best earnings growth in 2026. Please visit 12 Tech Stocks with Best Earnings Growth in 2026, if you would like to see the extended list and the methodology behind it.
5. ServiceNow, Inc. (NYSE:NOW)
ServiceNow, Inc. (NYSE:NOW) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 6, Citizens reaffirmed a Market Outperform rating and a price target of $260 on ServiceNow, Inc. (NYSE:NOW), highlighting the company’s footing for the agentic era. This is achieved through the company’s customer relationships, architecture, and AI Control Tower offering. In 2026, Assist ACV is anticipated to reach $1 billion, up from the current $600 million.
Citizens emphasized the company’s pending Armis deal, which is forecasted to end in the initial half of this year, while believing that ServiceNow, Inc. (NYSE:NOW) is an appealing opportunity for capital appreciation in the long run. According to CEO Bill McDermott, the company targets a total addressable market (TAM) of over $600 billion.
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When ServiceNow, Inc. (NYSE:NOW) participated in the Morgan Stanley Technology, Media & Telecom Conference 2026 on March 4, the company described its role as “AI Control Tower” for business transformation, integrating with both hyperscalers and language models. Strategic acquisitions and innovative pricing models are the basis for achieving a valuation of $1 trillion by 2030.
ServiceNow, Inc. (NYSE:NOW) is a California-based provider of cloud-based solutions for digital workflows. Incorporated in 2004, the company delivers a diverse range of products, including customer service management, field service management applications, and source-to-pay operations.
4. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 3, Advanced Micro Devices, Inc. (NASDAQ:AMD) participated in the Morgan Stanley Technology, Media & Telecom Conference 2026, showcasing the company’s strategic focus on both data center and AI markets. Featuring CEO Lisa Su, the discussion outlined strong growth through collaborations and product innovation.
Over the next three to five years, Advanced Micro Devices, Inc. (NASDAQ:AMD) anticipates a 35% CAGR, targeting more than $20 in EPS over the same period. Moreover, the company plans to secure $120 billion in AI revenue from an expected $1 trillion market by 2030. The company aims to achieve over 80% CAGR in its data center AI segment, particularly driven by the growing demand for MI450 and similar products.
On the operational side, Advanced Micro Devices, Inc. (NASDAQ:AMD) is well-positioned to benefit from its partnership with Meta and its relationship with OpenAI. While expressing optimism for the company’s future, the CEO said,
“I think as we look at the market dynamics, as we look at the product dynamics, I think we are, you know, very much on track to that and, you know, with an ambitious target of, you know, over $20 of earnings per share in that timeframe. Lots to be excited about.”
Later, on March 16, Wolfe Research reiterated an Outperform rating on Advanced Micro Devices, Inc. (NASDAQ:AMD) with a price target of $300. This reaffirmation comes after a company call on March 13. The firm states that the company maintained a cautious tone regarding the client and gaming segments due to higher memory pricing.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a California-based semiconductor company operating in three segments: Data Center, Client and Gaming, and Embedded. Founded in 1969, the company serves a diverse clientele, including original equipment and design manufacturers, system integrators, and distributors.
3. Broadcom Inc. (NASDAQ:AVGO)
Broadcom Inc. (NASDAQ:AVGO) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 5, Cantor Fitzgerald maintained an Overweight rating on Broadcom Inc. (NASDAQ:AVGO) with a price target of $525. This reaffirmation comes after the company’s Q1 2026 earnings report and guidance update. The company hinted that networking could contribute up to 40% of total AI revenues, which the firm believes will help maintain gross margins between 72% and 74%.
Additionally, the firm highlighted the company’s AI revenues surpassing $100 billion in FY27. Cantor Fitzgerald lifted its EPS estimates to $20 for CY2027, with an ambitious goal of $23-$25 now considered within reach. The firm reiterates Broadcom Inc. (NASDAQ:AVGO) as a top pick, alongside Nvidia Corp. (NASDAQ:NVDA).
On the same day, Rosenblatt boosted its price target on Broadcom Inc. (NASDAQ:AVGO) to $500 from an unannounced previous level, while maintaining a Buy rating. The firm pointed to the comments from CEO Hock Tan, saying that the company’s FY27 visibility has significantly improved. That said, the company is on track to exceed $100 billion in AI chip revenue.
Broadcom Inc. (NASDAQ:AVGO), headquartered in Palo Alto, California, is a developer and supplier of semiconductor devices and infrastructure software solutions. Founded in 1961, the company operates in two segments: Semiconductor Solutions and Infrastructure Software.
2. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) is among the 12 Tech Stocks with Best Earnings Growth in 2026. During the presentation at the Morgan Stanley Technology, Media & Telecom Conference 2026 on March 4, NVIDIA Corporation (NASDAQ:NVDA) highlighted its hypergrowth and innovation in AI. Led by CEO Jensen Huang, the discussion centered on the company’s comprehensive approach to computing and strategic investments to solidify its position in the rapidly evolving AI space.
With a record $70 billion in revenue and $46 billion in net income, NVIDIA Corporation (NASDAQ:NVDA) is making a massive investment in AI, with a key focus on OpenAI and Anthropic. The company’s technological acceleration in computing is poised to shape the future, with compute acting as the major revenue driver.
In the future, NVIDIA Corporation (NASDAQ:NVDA) is well-positioned in physical AI. Over the next decade, the company plans to strategically shift from agentic AI to physical AI. The company also unveiled a co-innovation lab with Lilly, while forecasting further partnerships to drive innovation. What’s interesting is the company’s emphasis on tokens per watt, which places it as a cost-effective leader in the AI compute market.
Later on March 20, Wolfe Research reiterated an Outperform rating and a price target of $275 on NVIDIA Corporation (NASDAQ:NVDA). This reaffirmation follows commentary from the company’s GTC conference, which indicates nearly 14-17% upside to consensus datacenter forecasts through FY28, according to analyst Chris Caso.
NVIDIA Corporation (NASDAQ:NVDA) is a California-based data center-scale AI infrastructure company. Incorporated in 1993, the company operates through two segments: Compute & Networking and Graphics.
1. Microsoft Corporation (NASDAQ:MSFT)
Microsoft Corporation (NASDAQ:MSFT) is among the 12 Tech Stocks with Best Earnings Growth in 2026. On March 4, Microsoft Corporation (NASDAQ:MSFT) presented at the Morgan Stanley Technology, Media & Telecom Conference 2026, featuring the company’s CEO, Satya Nadella. The discussion centered on the strategic investments that will shape the company’s future, as well as the game-changing impact of AI on software. While being positive on the AI’s role in improving productivity and accelerating its market, management acknowledged headwinds, including rising capital intensity and capacity restrictions.
With plans to invest in AI and agentic computing by increasing capital expenditures, Microsoft Corporation (NASDAQ:MSFT) is focusing on cost efficiency and on optimizing AI models. The company remains committed to leveraging partnerships like the one with OpenAI. Regarding the financial aspect, management highlighted the company’s over 20% surge in subscriptions. Perhaps even more interesting is its future business opportunity that is beyond the conventional Office suite.
Looking ahead, Microsoft Corporation (NASDAQ:MSFT) is developing a new model integrating subscriptions with usage limits. AI is powering capital requirements, requiring strategic allocation for long-term gains.
Then, on March 9, William Blair maintained an Outperform rating on Microsoft Corporation (NASDAQ:MSFT). This came shortly after the company’s announcement of new artificial intelligence capabilities for its enterprise software platform. The firm anticipates that the company will keep expanding its enterprise wallet share.
Microsoft Corporation (NASDAQ:MSFT) is a Washington-based company operating through Productivity and Business Processes, Intelligent Cloud, and Personal Computing segments. Founded in 1975, the company provides software, services, devices, and solutions worldwide.
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 the cheapest AI stock.
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