- The AI-fueled tech rally has lastly proven indicators of slowing down.
- Nevertheless, not all tech shares are struggling, with some displaying robust performances amid the present bout of market volatility.
- With strong monetary well being and development trajectories, I’ll spotlight three tech shares which can be price proudly owning amid the present backdrop.
- On the lookout for actionable commerce concepts to navigate the present market volatility? Unlock entry to InvestingPro for 50% off!
The expertise sector has skilled heightened volatility in latest periods, with many high-growth shares dealing with sharp selloffs amid shifting market situations.
Supply: Investing.com
Nevertheless, not all tech shares are struggling. Some corporations proceed to indicate resilience, benefiting from robust tailwinds and demonstrating spectacular relative power in comparison with their friends. Amongst them, Qualcomm (NASDAQ:), KLA Company (NASDAQ:), and CrowdStrike (NASDAQ:) stand out as three tech shares price shopping for.
Every of those corporations is well-positioned to thrive regardless of the latest market turbulence, supported by highly effective business developments and powerful fundamentals.
1. Qualcomm
Qualcomm, a number one semiconductor firm, stays a dominant pressure within the cellular chipset market, supplying processors for premium smartphones and rising AI-powered units. 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 a lot of its friends. Shares have posted a powerful 12.5% year-to-date return in 2025, showcasing robust momentum.
Traders stay optimistic about their AI-powered Snapdragon chips, that are anticipated to drive future income development as extra cellular units combine AI capabilities. Moreover, Qualcomm’s robust relationship with Apple (NASDAQ:) and different main smartphone makers ought to present a gradual income stream, even in unsure financial situations.
QCOM demonstrates a stable Monetary Well being Rating of two.98 (rated as GOOD), displaying resilient fundamentals. Moreover, Qualcomm’s truthful worth estimate of $193.24 suggests a 12.4% upside from present ranges.
Supply: InvestingPro
Professional tip: Keep watch over Qualcomm’s diversification efforts, particularly in automotive and IoT markets, as these might be important development drivers transferring ahead. The corporate’s robust return on fairness of 42.4% and a wholesome dividend yield of two.0% make it an attention-grabbing possibility 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 anticipated to stay robust.
Supply: Investing.com
KLAC inventory has outperformed a lot of its semiconductor friends because the begin of the brand new 12 months, reflecting confidence in its long-term development prospects. Shares have delivered a powerful 17.8% YTD return to this point in 2025.
KLA maintains a sturdy Monetary Well being Rating of two.85 (rated as GOOD). The semiconductor tools powerhouse stands to profit as corporations like Taiwan Semi, Intel (NASDAQ:), and Samsung improve their capital expenditures on semiconductor fabrication expertise.
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 might be a big 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 robust 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 expertise. CrowdStrike, a pacesetter in cloud-based cybersecurity options, is well-positioned to capitalize on rising enterprise demand for superior risk detection and prevention.
Supply: Investing.com
Even amid broader tech sector weak spot, CrowdStrike has remained comparatively robust because it trades close to all-time highs. CRWD inventory has achieved an impressive 16% YTD return to this point in 2025, signaling investor confidence within the firm’s potential 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 put money into safety options to fight cyber threats, the knowledge safety specialist is well-positioned for long-term success.
Moreover, the rising adoption of its AI-driven safety options and Charlotte AI providing offers CrowdStrike a aggressive edge, serving to it preserve robust 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 expertise sector stays risky, Qualcomm, KLA Company, and CrowdStrike stand out as three robust funding alternatives because of their relative power, robust fundamentals, and publicity to key business tailwinds.
Whether or not it’s AI-driven chip development, semiconductor enlargement, or growing cybersecurity demand, every of those corporations is positioned to outperform within the present market surroundings.
For buyers wanting so as to add resilient tech shares to their portfolios, these three corporations provide stable 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 Prime QQQ ETF (QBIG), Invesco S&P 500 Equal Weight ETF (RSP), and VanEck Vectors Semiconductor ETF (SMH).
I recurrently rebalance my portfolio of particular person shares and ETFs primarily based on ongoing danger evaluation of each the macroeconomic surroundings and firms’ financials.
The views mentioned on this article are solely the opinion of the creator and shouldn’t be taken as funding recommendation.
Observe Jesse Cohen on X/Twitter @JesseCohenInv for extra inventory market evaluation and perception.
