Nonetheless, 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 are value proudly owning amid the present backdrop.
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The know-how sector has skilled heightened volatility in current classes, with many high-growth shares dealing with sharp selloffs amid shifting market circumstances.
Supply: Investing.com
Nonetheless, not all tech shares are struggling. Some corporations proceed to point out 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 value shopping for.
Every of those corporations is well-positioned to thrive regardless of the current market turbulence, supported by highly effective business developments and powerful fundamentals.
1. Qualcomm
Qualcomm, a number one semiconductor firm, stays a dominant power within the cellular 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 stress, Qualcomm’s inventory has proven resilience, holding up higher than lots 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 gadgets combine AI capabilities. Moreover, Qualcomm’s robust relationship with Apple (NASDAQ:) and different main smartphone makers ought to present a gentle income stream, even in unsure financial circumstances.
QCOM demonstrates a strong 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 could possibly 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 fascinating choice for each development and earnings traders.
2. KLA Company
KLA Company is likely one of the most important gamers within the semiconductor provide chain, specializing in course of management and yield administration options. As international semiconductor producers ramp up manufacturing, demand for KLA’s superior inspection and metrology gear is anticipated to stay robust.
Supply: Investing.com
KLAC inventory has outperformed lots of its semiconductor friends for the reason that begin of the brand new yr, reflecting confidence in its long-term development prospects. Shares have delivered a powerful 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 gear powerhouse stands to profit as corporations like Taiwan Semi, Intel (NASDAQ:), and Samsung enhance their capital expenditures on semiconductor fabrication know-how.
Moreover, KLA’s high-margin enterprise mannequin and constant income development make it a sexy funding in a turbulent tech sector.
Supply: InvestingPro
Professional tip: Watch KLA’s publicity to the Excessive Bandwidth Reminiscence (HBM) purposes within the DRAM sector, as this could possibly be a big development catalyst. The Milpitas, California-based firm’s outstanding 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 rising variety of cyber threats and information breaches, cybersecurity stays one of the vital promising development sectors in know-how. 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 point, CrowdStrike has remained comparatively robust 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 skill 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 robust income development and buyer retention charges.
Supply: InvestingPro
Professional tip: Take note of CrowdStrike’s platform consolidation technique and its bold $10 billion ARR goal by FY2031. Regardless of a current 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 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 growth, or rising cybersecurity demand, every of those corporations is positioned to outperform within the present market surroundings.
For traders trying so as to add resilient tech shares to their portfolios, these three corporations supply strong potential for beneficial properties 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 through 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 repeatedly rebalance my portfolio of particular person shares and ETFs primarily based on ongoing threat 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.
Comply with Jesse Cohen on X/Twitter @JesseCohenInv for extra inventory market evaluation and perception.
