- The AI-fueled tech rally has lastly proven indicators of slowing down.
- Nevertheless, not all tech shares are struggling, with some displaying sturdy performances amid the present bout of market volatility.
- With sturdy monetary well being and development trajectories, I’ll spotlight three tech shares which can be value proudly owning amid the present backdrop.
- Searching for actionable commerce concepts to navigate the present market volatility? Unlock entry to InvestingPro for 50% off!
The know-how sector has skilled heightened volatility in latest periods, with many high-growth shares going through sharp selloffs amid shifting market situations.
Supply: Investing.com
Nevertheless, not all tech shares are struggling. Some firms proceed to indicate resilience, benefiting from sturdy tailwinds and demonstrating spectacular relative energy in comparison with their friends. Amongst them, Qualcomm (NASDAQ:), KLA Company (NASDAQ:), and CrowdStrike (NASDAQ:) stand out as three tech shares value shopping for.
Every of those firms is well-positioned to thrive regardless of the latest market turbulence, supported by highly effective business traits and robust fundamentals.
1. Qualcomm
Qualcomm, a number one semiconductor firm, stays a dominant drive within the cell chipset market, supplying processors for premium smartphones and rising AI-powered gadgets. The San Diego-based chipmaker is poised to profit from the upcoming 5G cycle, rising demand for AI-enabled smartphones, and its increasing presence in automotive and IoT (Web of Issues) markets.
Supply: Investing.com
Regardless of sector-wide strain, Qualcomm’s inventory has proven resilience, holding up higher than lots of its friends. Shares have posted a formidable 12.5% year-to-date return in 2025, showcasing sturdy momentum.
Buyers stay optimistic about their AI-powered Snapdragon chips, that are anticipated to drive future income development as extra cell gadgets combine AI capabilities. Moreover, Qualcomm’s sturdy relationship with Apple (NASDAQ:) and different main smartphone makers ought to present a gentle income stream, even in unsure financial situations.
QCOM demonstrates a strong Monetary Well being Rating of two.98 (rated as GOOD), exhibiting resilient fundamentals. Moreover, Qualcomm’s honest worth estimate of $193.24 suggests a 12.4% upside from present ranges.
Supply: InvestingPro
Professional tip: Regulate Qualcomm’s diversification efforts, particularly in automotive and IoT markets, as these may very well be important development drivers shifting ahead. The corporate’s sturdy return on fairness of 42.4% and a wholesome dividend yield of two.0% make it an fascinating choice for each development and revenue buyers.
2. KLA Company
KLA Company is among the most crucial gamers within the semiconductor provide chain, specializing in course of management and yield administration options. As world semiconductor producers ramp up manufacturing, demand for KLA’s superior inspection and metrology tools is predicted to stay sturdy.
Supply: Investing.com
KLAC inventory has outperformed lots of its semiconductor friends because the begin of the brand new yr, reflecting confidence in its long-term development prospects. Shares have delivered a formidable 17.8% YTD return up to now in 2025.
KLA maintains a strong Monetary Well being Rating of two.85 (rated as GOOD). The semiconductor tools powerhouse stands to profit as firms like Taiwan Semi, Intel (NASDAQ:), and Samsung improve their capital expenditures on semiconductor fabrication know-how.
Moreover, KLA’s high-margin enterprise mannequin and constant income development make it a gorgeous funding in a turbulent tech sector.
Supply: InvestingPro
Professional tip: Watch KLA’s publicity to the Excessive Bandwidth Reminiscence (HBM) functions within the DRAM sector, as this may very well be a major development catalyst. The Milpitas, California-based firm’s exceptional return on fairness of 87.8% and projected income development of 17.6% for FY2025 point out sturdy operational effectivity and development potential.
3. CrowdStrike
With the growing variety of cyber threats and information breaches, cybersecurity stays probably the most promising development sectors in know-how. CrowdStrike, a frontrunner in cloud-based cybersecurity options, is well-positioned to capitalize on rising enterprise demand for superior menace detection and prevention.
Supply: Investing.com
Even amid broader tech sector weak spot, CrowdStrike has remained comparatively sturdy because it trades close to all-time highs. CRWD inventory has achieved an excellent 16% YTD return so far in 2025, signaling investor confidence within the firm’s means to maintain development.
CrowdStrike boasts the very best Monetary Well being Rating among the many three at 3.00 (rated as GOOD). With enterprises persevering with to spend money on safety options to fight cyber threats, the data safety specialist is well-positioned for long-term success.
Moreover, the rising adoption of its AI-driven safety options and Charlotte AI providing provides CrowdStrike a aggressive edge, serving to it keep sturdy income development and buyer retention charges.
Supply: InvestingPro
Professional tip: Take note of CrowdStrike’s platform consolidation technique and its formidable $10 billion ARR goal by FY2031. Regardless of a latest outage inflicting a $60 million subscription income headwind in H2 FY2025, the Austin, Texas-based safety software program firm maintains spectacular gross retention charges of 98% and targets a 30% working margin by FY2029.
Conclusion
Whereas the broader know-how sector stays risky, Qualcomm, KLA Company, and CrowdStrike stand out as three sturdy funding alternatives due to their relative energy, sturdy fundamentals, and publicity to key business tailwinds.
Whether or not it’s AI-driven chip development, semiconductor growth, or growing cybersecurity demand, every of those firms is positioned to outperform within the present market setting.
For buyers wanting so as to add resilient tech shares to their portfolios, these three firms supply strong potential for good points amid sector turmoil.
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Disclosure: On the time of writing, I’m lengthy on the S&P 500, and the Nasdaq 100 by way of the SPDR® S&P 500 ETF (SPY), and the Invesco QQQ Belief ETF (QQQ). I’m additionally lengthy on the Invesco High QQQ ETF (QBIG), Invesco S&P 500 Equal Weight ETF (RSP), and VanEck Vectors Semiconductor ETF (SMH).
I frequently rebalance my portfolio of particular person shares and ETFs based mostly on ongoing danger evaluation of each the macroeconomic setting and corporations’ financials.
The views mentioned on this article are solely the opinion of the creator and shouldn’t be taken as funding recommendation.
Comply with Jesse Cohen on X/Twitter @JesseCohenInv for extra inventory market evaluation and perception.
