Nonetheless, not all tech shares are struggling, with some displaying sturdy 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 value proudly owning amid the present backdrop.
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The expertise sector has skilled heightened volatility in current periods, with many high-growth shares dealing with sharp selloffs amid shifting market circumstances.
Supply: Investing.com
Nonetheless, not all tech shares are struggling. Some firms proceed to point out 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 current market turbulence, supported by highly effective business developments and robust fundamentals.
1. Qualcomm
Qualcomm, a number one semiconductor firm, stays a dominant drive within the cellular chipset market, supplying processors for premium smartphones and rising AI-powered units. The San Diego-based chipmaker is poised to learn 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 powerful 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 cellular units combine AI capabilities. Moreover, Qualcomm’s sturdy relationship with Apple (NASDAQ:) and different main smartphone makers ought to present a gradual income stream, even in unsure financial circumstances.
QCOM demonstrates a stable 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 might be vital development drivers transferring ahead. The corporate’s sturdy return on fairness of 42.4% and a wholesome dividend yield of two.0% make it an fascinating possibility for each development and revenue traders.
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 gear is predicted to stay sturdy.
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 sturdy Monetary Well being Rating of two.85 (rated as GOOD). The semiconductor gear powerhouse stands to learn as firms like Taiwan Semi, Intel (NASDAQ:), and Samsung enhance their capital expenditures on semiconductor fabrication expertise.
Moreover, KLA’s high-margin enterprise mannequin and constant income development make it a horny 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 major 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 sturdy operational effectivity and development potential.
3. CrowdStrike
With the growing variety of cyber threats and knowledge breaches, cybersecurity stays some of the promising development sectors in expertise. CrowdStrike, a frontrunner 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 sturdy because it trades close to all-time highs. CRWD inventory has achieved an excellent 16% YTD return to this point in 2025, signaling investor confidence within the firm’s capacity to maintain development.
CrowdStrike boasts the 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 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 keep sturdy 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 expertise 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 enlargement, or growing cybersecurity demand, every of those firms is positioned to outperform within the present market surroundings.
For traders trying so as to add resilient tech shares to their portfolios, these three firms provide stable potential for positive factors 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 commonly rebalance my portfolio of particular person shares and ETFs primarily based on ongoing danger evaluation of each the macroeconomic surroundings 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.
