Amid AI-driven market jitters and a broader sell-off, investors could consider these three tech stocks, all rated “Strong Buy” by TipRanks’ Top Analysts. The sector’s momentum continues, driven by breakthroughs in AI, cloud computing, semiconductors, and cybersecurity. For those chasing long-term gains, this high-growth market offers substantial upside. Still, amid lofty valuations and bubble concerns, smart moves demand thorough research and trusted analyst insights.
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According to Top Wall Street Analysts, each of these stocks recently received a new Buy rating, signaling bullish sentiment. Click on any ticker to thoroughly research the stock before you decide whether to add it to your portfolio.
Strategy (MSTR)
Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. The company offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments.
This week Cantor Fitzgerald analyst Ramsey El Assal raised his price target on MSTR stock to $212 from $192, maintaining an Overweight rating. Ramsey said that despite concerns about a broader macro slowdown, recent bank results and company commentary suggest consumer spending remains relatively stable. While thematic headwinds have pressured the sector, these risks appear overstated, and Q1 estimates look largely achievable, with forward guidance and Middle East developments likely acting as the main catalysts.
Over the past three months, all 12 Top Analysts covering the stock have rated it a Buy. Taken together their 12 month consensus price target is $281.25, implying a 68.90% upside.
Navan (NAVN)
Navan, Inc. operates an AI-powered software platform to simplify the travel and expense experience, benefiting users, customers, and suppliers. The company offers AI-powered travel, payments, and expense management solutions to streamline the travel lifecycle, from booking and policy enforcement to payment processing, expense reconciliation, and reporting.
Today, Oppenheimer analyst Jed Kelly raised his price target on Navan to $20 from $17 and kept an Outperform rating on the shares. The firm is placing Navan as top SMID-Cap pick following investor meetings with President, Michael Sindicich and new CFO, Aurelien Nolf. Demand for meetings was solid, suggesting company fundamentals are starting to outweigh sentiment towards an unwarranted AI disruption narrative where Navan is harnessing the technology to accelerate enterprise wins, expanding gross margins, and increasing traveler engagement/personalization.
Over the past three months, all 9 Top Analysts covering the stock rated it as a Buy. Taken together their 12 month consensus price target is $19.13, implying a 22.01% upside.
Onto Innovation (ONTO)
Onto Innovation Inc. engages in the design, development, manufacture, and support of process control tools that perform macro defect inspection and 2D/3D optical metrology, lithography systems, and process control analytical software worldwide.
B. Riley raised the firm’s price target on Onto to $355 from $330 and keeps a Buy rating on the shares. The firm upped targets in the semiconductor capital equipment space as part of a Q1 preview. Wafer fab equipment industry views for 2026 have surged from $115 billion to $140 billion-plus with demand nearer $150B if not for clean room constraints as capacity adds broaden from foundry to DRAM and into NAND. Riley says AI compute is the driver.
Over the past three months, all 7 analysts covering the stock rated it as a Buy. Taken together their 12 month consensus price target is $327.14, implying a 11.67% upside.