Where Do Experts Think Tech Stocks Are Headed In 2026

Bonisiwe Shabane

-Dec 2, 2025, 11:33 PM

where do experts think tech stocks are headed in 2026

Written by Vance Cariaga for GOBankingRates-> The technology sector has enjoyed a strong run on Wall Street so far in 2025, driven by heavy investment in AI and pushing the tech-heavy Nasdaq up by roughly 18% year-to-date. Try This: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell Check Out: 9 Low-Effort Ways To Make Passive Income (You Can Start This Week) But that run could be headed for a major speed bump next year. If that happens, it could spell big trouble for investors who believe the current AI surge has plenty of room to run.

1207 Delaware Avenue, Suite 1228 Wilmington, DE 19806 United States 4048 Rue Jean-Talon O, Montréal, QC H4P 1V5, Canada 622 Atlantic Avenue, Geneva, Switzerland 456 Avenue, Boulevard de l’unité, Douala, Cameroon TL;DR: The 2026 tech landscape is being reshaped by a $405 billion AI infrastructure buildout, falling interest rates, and unprecedented demand for cloud computing. Our analysis identifies 10 tech stocks positioned to dominate: AI chip leaders capturing $3.5 trillion in data center spending, cloud giants monetizing enterprise AI adoption, and emerging players solving critical infrastructure bottlenecks.

With Morgan Stanley projecting the S&P 500 at 7,800 (14% gain) and tech-related financing becoming the dominant credit theme, strategic positioning in these names could define portfolio performance through the next market cycle. Despite global headwinds that rippled through financial markets, the US stock market has stayed resilient in 2025, ending the first three quarters with overall gains. The stock market has been volatile, but strong corporate earnings and the steady development of artificial intelligence (AI) have helped maintain optimism, especially in tech stocks. As the year draws to a close, investors are watching several stocks for 2026. The markets opened for the new year with optimism as investors looked forward to the Trump administration. His outspoken support for crypto adoption raised a few worries, but they have proved unnecessary as the year progressed.

However, Trump’s tariffs and trade wars with China, Mexico, Canada, and many other US trading partners heightened economic uncertainty. Those worries are reflected in the markets, as data from TradingView indicates that the stock market briefly crashed before recovering, and then went through the cycle multiple times. Yet, as of Q3 2025 (year-to-date), the S&P 500, Nasdaq, and Dow Jones have gained 12.55%, 16.38%, and 8.46%, respectively. Slower GDP growth, interest rates, corporate earnings, and sector/industry performance will impact the stock market in 2026. However, specific industries, particularly the tech sector, are expected to see impressive performance in 2026. Several factors will contribute to this, including increased investments in AI, automation, quantum computing, renewable energy, fintech, and biotech.

The following are some of the tech stocks expected to grow in 2026. These stocks are selected based on their revenue growth rate, earnings per share (EPS) growth, price-to-earnings (P/E) ratio, and technical confirmation, among other factors. Since I first appeared on CNBC decades ago to discuss technology stocks, I have learned: When a company grows faster than investors expect and raises its growth forecast, its stock price usually goes up. That’s what we’re likely to see in 2026 with the AI chip designer Nvidia; another company called Iren, which is a former bitcoin miner turned AI cloud services provider; and quantum computing service provider... Here’s why buying shares of these growth stocks could help your portfolio — and the associated risks: A growth stock is a share of a company that is expected to grow at a faster rate than the average company in the market.

These companies often reinvest their earnings back into the business to fund expansion, so they do not pay dividends. Investors buy growth stocks for their potential for high capital gains, based on the expectation that the company's future earnings will drive a significant increase in share price. Prospects for growth stocks in 2026 are positive due to strong earnings expectations and continued investment in areas like artificial intelligence. Analysts anticipate growth for the broader market and specific sectors, supported by rising AI-related capital expenditures. However, volatility for companies without strong fundamentals remains a risk. These companies are finishing 2025 with momentum.

The trade war between China and the U.S. has brought volatility back to the markets just in time for the holidays, but one of the best sectors to consider for investments continues to be technology. Shares of leading tech companies are still showing relative strength and strong demand for their products. The following stocks recently surged to new all-time highs and would still make solid buys heading into 2026. Advanced Micro Devices (AMD 1.62%) is right in the thick of growing demand for chips needed for artificial intelligence (AI). This isn't completely reflected in its earnings results yet, but recent developments are pointing to accelerating revenue in AMD's data center business next year that could send the stock to new highs.

Building on the recent deal to supply six gigawatts of chips for OpenAI starting next year, AMD is positioned to generate tens of billions of dollars in data center sales in the coming years. Its data center business grew 14% year over year in second-quarter 2025, hauling in $3.2 billion of revenue. Investors are always on the lookout for the next wave of high-growth opportunities, and the technology sector continues to deliver. As digital transformation accelerates across industries, several tech stocks are positioned to benefit from shifting consumer behaviors and innovative business models. This article explores the trends and companies that could shape the investment landscape in 2026. The rapid adoption of digital platforms is reshaping how businesses engage with consumers and generate revenue.

From e-commerce to streaming, online services are experiencing unprecedented growth, fueled by advancements in cloud computing, mobile connectivity, and data analytics. Investors seeking diversified exposure to these trends may also consider sectors with strong online engagement, such as entertainment and interactive consumer platforms. For example, platforms recognized among the best online casinos demonstrate how digital experiences can capture and retain large user bases, offering valuable insights into broader market dynamics. These trends highlight the importance of user-centric innovation and robust digital infrastructure in driving stock valuations. Artificial intelligence (AI) is no longer a futuristic concept; it is now a core driver of business transformation. Companies leveraging AI for automation, predictive analytics, and personalized marketing are outperforming their peers.

In digital marketing, AI-driven targeting and conversion optimization have become essential for acquiring and retaining customers, especially in highly competitive verticals. Marketers are increasingly focused on optimizing user acquisition funnels, drawing lessons from sectors that excel in high-conversion strategies. The integration of AI across product development, customer service, and operational efficiency is expected to be a key differentiator for tech stocks heading into 2026. Hedge funds are adapting to a rapidly changing market by diversifying their portfolios with innovative tech and internet-based businesses. The search for alpha has led many funds to explore alternative investment opportunities, including niche digital sectors that demonstrate strong growth potential. Investors and analysts often rely on SEC hedge fund filings to track the latest portfolio adjustments and uncover trends in hedge fund stock picks, providing valuable insights for making informed investment decisions.

As the competitive landscape evolves, funds that identify and capitalize on emerging technology leaders are likely to outperform, reinforcing the value of data-driven research and agile portfolio management. Several technology subsectors are expected to deliver outsized returns over the next few years. Cloud infrastructure providers, cybersecurity firms, and companies specializing in AI-powered software solutions are attracting significant investor interest. Additionally, digital payment platforms and online consumer services continue to benefit from secular tailwinds, including the shift to cashless transactions and remote work. Investors should pay close attention to management quality, scalability, and the ability to adapt to regulatory changes when evaluating potential stock picks. Companies that combine technological innovation with strong execution are best positioned to create long-term shareholder value.

Where Do Experts Think Tech Stocks Are Headed In 2026

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Written By Vance Cariaga For GOBankingRates-> The Technology Sector Has

1207 Delaware Avenue, Suite 1228 Wilmington, DE 19806 United States

With Morgan Stanley Projecting The S&P 500 At 7,800 (14%

However, Trump’s Tariffs And Trade Wars With China, Mexico, Canada,

The Following Are Some Of The Tech Stocks Expected To