The astonishing Bull Run of artificial (AI) and amazing intelligence of 2023 and 2024 underwent major obstacles in 2025. FED ambiguity on additional rate reductions this year, fears of a short-term recession and the availability of a low-cost Chinese AI platform have unrelated investors.
However, the technology sector recently returned to its trajectory to the north. The expectations of an American-Chinese trade agreement, the delay of the Trump administration to impose prices of 50% on the European Union and the ongoing negotiations linked to prices and trade policies with several other major trade partners in the United States have strengthened the confidence of market participants.
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At this stage, we have identified five technological giants which increased in first half 2025. The rank of favorable Zacks of these companies will inaugurate more prices in the second period. These actions are: Amphenol Corp. APH, Intuit Inc. Intu, Okta Inc. Okta, Lam Research Corp. LRCX and KLA CORP. Klac.
Each of our choices offers either a Zacks Rank # 1 (Strong Buy) or 2 (buy). You can see The complete list of Zacks # 1 stocks today here.
The graph below shows the price performance of our five year choices to date.
Zacks investment search
Image source: Zacks Investment Research
Zacks Rank # 1 Amphenol provides connectivity solutions using AI and ML technologies (automatic learning). It provides high density AI high density connectors and cables and interconnection systems optimized for signal integrity and thermal performance.
Amphenol benefits from a diversified commercial model. The strong portfolio of APH solutions, including high -tech interconnection products, is a key catalyst. The increase in spending on current and new generation defense technologies is well increased for higher growth in APH. In addition to defense, APH prospects lead to high demand for its solutions through air, industrial and mobile commercial devices.
Andrew’s acquisition should add about $ 0.09 to the profits in 2025. The diversified APH business model reduces the volatility of individual and geographies. Its strong cash generation capacity is remarkable.
AMPHENOL has a growth rate of income and expected profits of 32.3% and 40.7%, respectively, for the current year. The Zack consensus estimate for the profits of the current year has improved 1.5% in the last 30 days.
Zacks Rank # 1 Intuit benefited from stable income from the online ecosystem and office business segments. The strong dynamic of intu in online services income is motivated by the solid performance of Mailchimp, pay and money, which includes payments, capital and remuneration of invoices.
Karma Intu credit activity benefits from the force of credit money, credit cards, automotive insurance and personal loans. The intu strategy of moving its activities to a cloud -based subscription model will help generate long -term stable income. Cloud is a flourishing part of the technological space and has grown in recent years.
Generative artificial intelligence (AI) of intuits “Intuit Assist” provides a financial assistant, allowing personalized ideas and recommendations, integrated into products such as Turbotax, Credit Karma, QuickBooks and Mailchimp, aimed at fueling small businesses and personal financial success.
Intuit has a rate of growth in income and expected profits of 12.1% and 18.4%, respectively, for next year (ending in July 2026). The zack consensus estimate for next year’s profits has improved 4.2% in the last 30 days.
Zacks Rank # 2 Okta works as an identity partner in the United States and abroad. OKTA offers a series of products and services used to manage and secure identities, such as unique authentication, which allows users to access the cloud apps or on rentals from various devices. OKTA also provides Universal Directory, a cloud -based recording system to store and secure user, application and device profiles for an organization.
OKTA Multi-Factory Multi-Factory Authentication provides a safety layer for cloud, mobile, web and data applications, while API access management allows organizations to secure APIs. Access Gateway allows organizations to extend the identity cloud from the workforce, and access to OKTA devices allows end users to connect to devices with OKTA identification information.
Okta expected income and profits growth rates of 9.4% and 16.7%, respectively, for the current year (ending January 2026). The Zack consensus estimate for the profits of the current year has improved 2.8% in the last 30 days.
Zacks Rank # 2 Lam Research is on its strength in 3D Dram technologies and Advanced Packaging. The severity of the intensity of engraving and deposit due to the increase in technological inflections in 3D architectures is a plus. A rebound in the system sector due to the improvement of memory expenses is positive for LRCX.
Strategic investments in research and development activities position LRCX well to capitalize on the growing expenses of Fab Wafer equipment (WFE). For 2025, WFE should be around $ 100 billion. Foundry / logic, Dram and Nand investments should be higher from year to year. Solid demand linked to the high LRCX bandwidth memory is another pilot.
Lam Research has a rate of growth in income and expected profits of 1.6% and -0.5%, respectively, for next year (June 2026). The zack consensus estimate for next year’s profits has improved 0.5% in the last 30 days.
Zacks Rank # 1 Kla benefits from a strong demand for advanced logic, wide-band memory and advanced packaging, which stimulates growth in the semiconductor industry. Advanced packaging should exceed $ 850 million in 2025.
Klac’s robust portfolio and its leadership in process control systems allow customers to manage increasing design complexity. The service company also continues to perform well. Klac is well positioned to capitalize on the progress of AI, with a stimulating AI request for a higher value platelet treatment and more complex conceptions.
Klac has a growth rate of income and expected profits of 2.5% and 2%, respectively, for next year (June 2026). The ZACKS consensus estimate for next year’s profits has improved 0.5% in the last seven days.
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