2 ‘Strong Buy’ Tech Stocks Poised for 81% to 110% Gains, According to Wall Street

Tariffs, stubborn inflation, and recession fears have been weighing on investor sentiment as the broader stock market experiences turbulence. 

For savvy investors, this means that markets now present buying opportunities as high-quality tech stocks experience price corrections. Even better are tech stocks ranked favorably by Wall Street analysts. 

Analysts have pinpointed two tech stocks with “Strong Buy” ratings, forecasting massive upside potential. One stock relies on a bold digital asset strategy that defies conventional fundamentals, while the other is driven by robust operational performance. Both are poised to reshape portfolio strategies over the coming decades.

Here’s a closer look at two standout tech stocks that could deliver significant upside for long-term holders.

Tech Stock #1: Strategy

MicroStrategy (MSTR), now rebranded as Strategy, is a software and business intelligence firm that has reinvented itself as a digital asset powerhouse.

Strategy has significantly transformed, pivoting from traditional enterprise software to a digital-asset-focused model. In late 2020, former CEO Michael Saylor redirected surplus cash into an aggressive Bitcoin (BTCUSD) acquisition program. The company now holds 499,226 bitcoins worth $41.9 billion, which accounts for more than half of the company’s valuation. 

Valued at $78 billion by market cap, shares of MSTR have rallied 87% over the past 52 weeks, thanks to its significant Bitcoin holdings. In fact, the company has gained over 1,800% since its Bitcoin pivot.

Following the robust rally, MSTR is now trading at a premium with a hefty 126x price-sales ratio. This figure far exceeds the sector average of 3x and its own historical average of 23x. Despite the high valuation, the potential for nearly 100% upside is pushing investors to take a bet on this lofty stock.

In its latest quarterly results, the company missed estimates on both the top and bottom lines. It generated $120 million in revenue, which was 3% lower than the prior-year quarter. On an adjusted basis, EPS came in at a loss of $3.20, improving from a loss of $4.96 last year.

Despite a choppy quarter, President Donald Trump’s endorsement of Bitcoin has propelled renewed investor interest. Strategy has also expanded its share repurchase program amid a sector rally.

Analysts project that Strategy's revenue, primarily generated from its software and services, will grow at a modest compound annual rate of 2% from 2024 through 2027. They also forecast that the company will continue operating at a loss until it barely turns a profit in 2027.

One important thing investors should know is that MSTR’s stock price is closely tied to Bitcoin prices, meaning volatility could be significant if Bitcoin plunges in the future.

However, Wall Street remains confident in its future prospects, as reflected in its consensus “Strong Buy” rating. The eight analysts covering the stock have set a lofty average price target of $540, implying an upside of more than 80%.

Tech Stock #2: The Trade Desk

Valued at $27 billion, The Trade Desk (TTD) is an ad tech company offering a self-service, cloud-based platform that enables ad buyers to create, manage, and optimize digital campaigns. It uses AI to help automate, measure, and refine campaign performance. 

TTD stock has been hit hard lately. After reaching a record high in December 2024, the stock pulled back 60% due to broader market weakness and disappointing quarterly results. Unfortunately, the stock is down 53% year-to-date but is poised to make a comeback with the overall sector rally.

Following the recent drawdown, The Trade Desk trades at a forward price-sales ratio of 9.9x, a more-than-800% discount from its historical valuation.

In its latest quarter, The Trade Desk delivered robust financial performance despite recent market challenges. Q4 revenue reached $741 million, marking 22% year-over-year growth, while net income came in at $182 million or $0.52 per share, reflecting a 25% margin. Adjusted EBITDA soared to $350 million, showcasing a 47% margin, which highlights its operational efficiency.

The company also reported impressive 26% annual growth, supported by $12 billion in platform spend and remarkable customer retention exceeding 95% for eleven consecutive years. The firm’s share repurchase program expanded significantly with a $1 billion authorization, underlining management’s commitment to shareholder value. Additionally, billings of $3.73 billion and a 27.4% average growth over the last four quarters highlight robust market demand. A low customer acquisition cost recovery period of 4.2 months further demonstrates efficiency in converting investments into revenue. These financial metrics collectively affirm The Trade Desk’s resilience and strategic positioning in the competitive ad tech market, driving continued long-term success.

Looking ahead, analysts project full-year EPS of $1.80 and revenue near $2.89 billion, showing massive growth year-over-year.

Moreover, analysts have also assigned a consensus “Moderate Buy” rating to TDD stock with a mean price target of $111.59, implying more than 110% upside potential from current prices.