Key Insights
- Mark Mahaney, a top analyst, has identified top tech stocks to buy in 2026.
- He believes that the AI theme will continue in the coming year.
- Some of his picks are Tesla, Microsoft, Palantir, CrowdStrike, and Apple.
Tech stocks did well in 2025, with the Nasdaq 100 Index soaring by 20%, beating the Dow Jones, which rose by 13.7%. This growth was driven by the ongoing boom in the artificial intelligence (AI) sector and robust earnings growth.
Dan Ives Highlights Top Tech Stocks for 2026
In a recent CNBC interview, Mark Mahaney highlighted some of the best tech stocks to buy in 2026. Mark is a senior analyst at Evercore. He pointed to top blue-chip names like Tesla (TSLA), Microsoft (MSFT), Palantir (PLTR), CrowdStrike (CRWD), and Apple (AAPL).
Tesla (TSLA)
Mahaney, one of the top analysts on Wall Street, believes that Tesla is one of the top tech stocks in 2026. Its stock has retreated by nearly 9% from its highest point this year, and is 110% above its lowest point this year.
Tesla’s stock did well in 2025 even as it faced major woes, including slow growth in Europe, China, and in the United States. Revenue rose 12% year-on-year to $28 billion. US customers rushed to buy vehicles before the subsidy expired.
Tesla’s profits have also waned in the past few quarters. Its earnings-per-share (EPS) dropped by 37% YoY to 39 cents.
Mahaney believes that Tesla will benefit from its investments in robotics and robotaxis. He also sees it as a big beneficiary of the AI industry, through its products like Optimus and its neural networks.
Microsoft (MSFT)
Microsoft is one of the top tech stocks to watch in 2026 as its growth accelerates. Mahaney expects that the MSFT stock will rebound after it dropped by 11% from the year-to-date high.
The company’s growth is expected to continue in 2026. Data compiled by Yahoo Finance shows that the upcoming results will show that its revenue rose by 15% in the fourth quarter to $80.2 billion. This revenue will bring its annual figure to $326 billion, up by 16% YoY. Analysts also expect that its revenue will hit $375 billion in 2026.
Still, the main challenge for Microsoft is that it has struggled to monetize its AI tools. Also, there is a risk that the company’s data center investments will hurt its profitability.
Palantir (PLTR)
Palantir is another top tech stock to buy as its commercial segment revenue continues growing. The most recent results showed that its revenue rose by 63% in the third quarter, with its US commercial segment growing by 121%.
Wall Street analysts also anticipate that its annual revenue will be $4.41 billion, up by 53% YoY. They also expect the revenue to jump to $6.3 billion next year.
Mahaney expects that the business will continue growing, which will help to justify its expensive valuation. Indeed, PLTR is one of the most expensive companies in Wall Street with a forward P/E ratio of 418 and a forward EV/EBITDA multiple of 198.
CrowdStrike (CRWD)
While the CrowdStrike stock has dropped by 17% from the year-to-date high, Mahaney believes that it will rebound.
The bullish case is that its business will continue doing well as companies embrace its AI cybersecurity solutions.
As a result, analysts believe that the company’s growth will continue, with the annual revenue expected to rise by 21% this year to $4.8 billion. It will then grow by 22% to over $5.8 billion.
Mahaney’s forecast mirrors that of other analysts. Data compiled by Yahoo Finance shows that the average target price is $554, up by 17% from the current level.
Apple (AAPL)
Apple is another top tech stock to buy, even as it faces numerous challenges. One of the challenges is that it has trailed its peers in the AI industry. It also faces the challenge that it has not launched any major product in the past few years.
On the positive side, the company’s recent hires in the AI department may help to engineer a turnaround. Also, there are signs that the new iPhones will continue doing well. Indeed, analysts anticipate its revenue will grow by 8% this year and 6.5% in the coming year.
There are some other potential tech stocks to buy in 2026. This includes popular names like Robinhood, Amazon, Micron, and Broadcom.
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