In this article, we will take a look at the 5 Technology Stocks with Insider Buying in 2026. For deeper analysis and discussion, read 11 Technology Stocks with Insider Buying in 2026.
5. Shift4 Payments, Inc. (NYSE:FOUR)
Shift4 Payments, Inc. (NYSE:FOUR) is one of the stocks with insider buying on this list.
TheFly reported on March 5 that BTIG lowered its price target for four to $70 from $80 while retaining a Buy rating. The firm stated that the current stock decline is consistent with the slowdown in organic growth from about 20% to the low double digits after speaking with the management. BTIG highlighted ongoing strategic levers that might sustain revenue growth above current market estimates, emphasizing that projections of low future growth ignore the company’s many options to drive expansion.
Recently, on March 16, Shift4 Payments, Inc. (NYSE:FOUR) announced a strategic partnership with voice AI platform Maple to provide AI-powered phone ordering for restaurant businesses across the country who use the SkyTab POS system. By directly connecting Maple’s speech AI to SkyTab, the connection helps restaurants handle calls 24/7 and minimize lost orders. According to statistics, over 40% of restaurant phone calls go unanswered during peak hours, causing operators to lose a substantial amount of money each year, often more than $30,000, due to unfulfilled phone orders.
The partnership aims to address this challenge by automating phone interactions, improving order capture, and enhancing operational efficiency, enabling restaurants to recover lost revenue while maintaining service quality.
Shift4 Payments, Inc. (NYSE:FOUR) is a payment technology company providing integrated payment processing and software solutions for merchants across hospitality, retail, e‑commerce, and other industries.
4. Zscaler, Inc. (NASDAQ:ZS)
Zscaler, Inc. (NASDAQ:ZS) is one of the stocks with insider buying on this list.
TheFly reported on March 10 that Oppenheimer adjusted its price target for ZS to $250 from $280 while maintaining an Outperform rating. Following a discussion with the company’s CFO, the firm reaffirmed its confidence in ZS’s strong market position and strategic product roadmap. The company’s core operations remain robust, go-to-market efforts are showing improvement, and the Agentic Exchange initiative offers additional growth potential. However, broader valuation pressures across the cybersecurity sector prompted the reduction in the price target to reflect prevailing industry multiples. Despite this adjustment, Oppenheimer continues to view ZS as well-positioned for future opportunities and a favorable investment setup.
Separately, on March 12, Zscaler, Inc. (NASDAQ:ZS) announced a significant worldwide improvement to its data sovereignty capabilities through the Zscaler Zero Trust Exchange cloud security platform, which is a key breakthrough. The program ensures compliance without compromising performance by addressing the increasing demand for businesses to manage digital assets while adhering to regional legal standards.
The business’s architecture isolates management, traffic inspection, and logging layers, keeping sensitive information within required jurisdictions. Previously established control and logging planes in the U.S., Europe, and six additional countries are now being extended to new regions, including an upcoming rollout in Canada, allowing enterprises to maintain full authority over their data while supporting secure, cross-border collaboration.
Zscaler, Inc. (NASDAQ:ZS) is a cloud‑based cybersecurity company delivering secure access, zero‑trust protection, and internet security services for enterprises.
3. Rubrik, Inc. (NYSE:RBRK)
Rubrik, Inc. (NYSE:RBRK) is one of the stocks with insider buying on this list.
TheFly reported on March 16 that Deutsche Bank adjusted its price target for RBRK to $90 from $100 while maintaining a Buy rating.
Furthermore, Rubrik, Inc. (NYSE:RBRK) released its financial results for the fourth quarter and the entire fiscal year 2026, which ended on January 31, 2026, on March 12. While total revenue reached $377.7 million in Q4, a 46% rise from the previous year, subscription yearly recurring revenue increased 34% year over year to $1.46 billion. The non-GAAP gross margin was 83.7%, while the GAAP gross margin increased to 81.5%. The business recorded a non-GAAP net income per share of $0.04 and a GAAP net loss per share of $0.43. Cash flow from operations totaled $93.0 million, with free cash flow of $70.1 million.
For the full year, the corporation reported that its subscription revenue climbed 53% to $1.26 billion, and total revenue increased 48% to $1.32 billion. GAAP gross margin reached 80.1%, with non-GAAP at 82.3%. GAAP net loss per share was $1.78, while non-GAAP net loss per share was $0.01. Operating cash flow grew to $282.9 million, and free cash flow totaled $237.8 million.
Rubrik Agent Cloud, Rubrik Security Cloud Sovereign, and Intelligent Business Recovery for Microsoft 365 are just a few of the enterprise solutions that RBRK has launched. The company is also building key alliances and creating executive-focused programs like Rubrik CXO Visionaries.
Rubrik, Inc. (NYSE:RBRK) is a cloud‑data management company that provides backup, recovery, and data protection solutions for enterprises across on‑premises and multi‑cloud environments.
2. Dave Inc. (NASDAQ:DAVE)
Dave Inc. (NASDAQ:DAVE) is one of the stocks with insider buying on this list.
TheFly reported on March 3 that Lake Street increased its price target for DAVE to $326 from $308 while keeping a Buy rating on the stock. The firm highlights more than $200 million in additional liquidity and an increased $300 million share repurchase program in Q4 earnings and 2026 forecast as proof of a better valuation. According to Lake Street, these elements support the updated price target and ongoing confidence in DAVE’s performance going ahead by making the stock inexpensive in relation to its growth prospects and overall financial strength.
Separately, on March 3, Dave Inc. (NASDAQ:DAVE) announced intentions for a private offering of $150 million in Convertible Senior Notes due 2031, targeting qualified institutional buyers under Rule 144A of the Securities Act, in a significant strategic move intended to maximize this growth. Within a 13-day settlement period, the business may allow initial buyers to purchase up to an additional $22.5 million in notes.
The notes will be senior unsecured obligations with semi-annual interest payments starting on October 1, 2026, and the option to convert them into cash, Class A common stock shares, or both. The proceeds will be used to finance capped call transactions, buy back common stock, and support other company goals, such as buying more shares. The market pricing of the notes and the shares may be impacted by counterparty hedging and derivative transactions. Only in accordance with relevant exemptions will the notes and any shares issued upon conversion be marketed; they have not been registered under U.S. securities regulations.
Dave Inc. (NASDAQ:DAVE) is a fintech company offering banking, budgeting, and small cash advance services through its mobile app to help users manage finances and avoid overdraft fees.
1. Atlassian Corporation (NASDAQ:TEAM)
Atlassian Corporation (NASDAQ:TEAM) is one of the stocks with insider buying on this list.
TheFly reported on March 12 that Mizuho lowered its price target for TEAM to $185 from $205 while maintaining an Outperform rating. The analyst pointed out that significant cost reductions are anticipated from the company’s recent workforce restructure, which will cut about 10% of employees, or 1,600 staff members. It is expected that these cuts will increase operating margins and help the business move closer to GAAP profitability. Compression in Atlassian’s comparable valuation multiples is also reflected in the price target adjustment.
Atlassian Corporation (NASDAQ:TEAM) explained in a regulatory filing that its restructure on March 11 is intended to accelerate development in AI-driven teamwork by reallocating resources to strategic priorities like enterprise sales and AI efforts. The business intends to increase long-term operational sustainability and efficiency by streamlining team processes to facilitate quicker execution throughout the Atlassian System of Work. Reductions shall adhere to local consultation and legal standards.
The estimated costs of these actions range from $225 million to $236 million, including $56 million to $62 million in expenses related to office space reductions and $169 million to $174 million in future cash outlays for severance, transition periods, and benefits. The company’s emphasis on resource optimization and supporting strategic growth objectives is highlighted by the fact that the majority of these charges are anticipated in Q3 of fiscal 2026 and will not be included in non-GAAP financial measurements.
Atlassian Corporation (NASDAQ:TEAM) is a software company providing collaboration and productivity tools, including Jira, Confluence, and Trello, for teams to plan, track, and manage projects.
While we acknowledge the potential of TEAM 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 TEAM and that has 100x upside potential, check out our report about this cheapest AI stock.
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