Because the enters the second half of 2025 close to report highs, buyers trying past the mainstream mega-cap names have a wealth of alternatives to diversify their portfolios with high-potential tech shares.
Supply: Investing.com
As such, listed here are 5 standout Nasdaq-listed gems—Cisco (NASDAQ:), Fortinet (NASDAQ:), Shopify (NASDAQ:), Monolithic Energy (NASDAQ:) Methods, and Jabil Circuit (NYSE:)—poised for additional upside within the latter half of 2025. These corporations supply a mixture of innovation, undervaluation, and publicity to high-growth sectors like cybersecurity, e-commerce, AI, and networking.
Beneath, we discover why these shares are sturdy buys and the tailwinds driving their potential because the again half of the 12 months begins.
1. Cisco: Networking Big on the Fringe of Transformation
Cisco Methods will not be the flashiest, however its 50% year-on-year achieve proves its endurance because it pivots towards software program and recurring income. The tech big is reinventing itself as a frontrunner in AI-driven networking and safety, drawing reward from analysts.
Supply: InvestingPro
Traders are more and more interested in Cisco’s stability, constant dividends, and talent to adapt—making it a “Purchase” name for these searching for each development and resilience as tech markets evolve.
Buying and selling at a ahead P/E of round 17, Cisco is considerably undervalued in comparison with tech friends, providing each development and worth. Its secure dividend yield (~2.5%) provides attraction for income-focused buyers.
2. Fortinet: Cybersecurity Standout with Sturdy Progress
Fortinet, a number one cybersecurity options supplier, is a standout attributable to its undervaluation and strong development prospects. The corporate’s inventory hit a report excessive of $114.82 in February, with a powerful 67.9% achieve previously 12 months, but Investing.com’s AI-backed fashions counsel it stays undervalued with a ‘Honest Worth’ of $112.30, implying a 9.6% upside from current ranges.
Supply: InvestingPro
This cybersecurity powerhouse stays a favourite as enterprises ramp up their digital defenses amid a surge in AI-driven threats and regulatory calls for. With its broad product suite and increasing service margins, Fortinet’s regular income development and wholesome free money movement preserve it firmly in “Sturdy Purchase” territory.
The remainder of the 12 months appears to be like promising as organizations worldwide prioritize community safety, a tailwind that isn’t fading anytime quickly.
3. Shopify: E-Commerce Ecosystem Chief
Shopify is up a strong 70.5% during the last 12 months, driving the wave of e-commerce enlargement and international service provider adoption.
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Traders are drawn to the corporate’s nice monetary well being, double-digit income development and its capability to monetize AI-powered instruments for retailers. Shopify’s worldwide power, strong free money movement margins, and a “Purchase” analyst consensus spotlight its management within the e-commerce infrastructure area.
As digital retail continues to evolve, Shopify’s platform upgrades and strategic partnerships place it for additional upside within the second half. Buying and selling at a ahead P/E ratio decrease than its historic common, Shopify provides a compelling entry level for development buyers.
4. Monolithic Energy Methods: Powering the AI and Information Middle Growth
Monolithic Energy Methods continues to outperform with a 26.7% return within the second quarter, fueled by its dominance in high-efficiency energy options and optimism about its AI and automotive publicity.
Supply: InvestingPro
Regardless of competitors from Nvidia (NASDAQ:), Monolithic’s specialised chips for power-efficient techniques are in excessive demand as information facilities and electrical autos scale. Its relentless innovation and margin enlargement are drawing institutional curiosity, and with secular traits in electrification and AI infrastructure, Monolithic Energy’s development runway appears to be like removed from exhausted as H2 2025 begins.
Additional, the corporate’s deal with R&D ensures it stays aggressive in next-generation applied sciences.
5. Jabil: Unsung Hero of Superior Manufacturing
Jabil is quietly surging, up a large 99.6% previously 12 months, because it leverages secular demand for superior manufacturing and {hardware} throughout a number of industries. Jabil’s diversified shopper base, from electronics to healthcare, and its agility in adopting AI-driven automation have set it aside.
Supply: InvestingPro
Analysts see extra upside forward as the corporate continues to win new contracts and develop its margin profile, making it a compelling “Sturdy Purchase” because the second half of 2025 kicks off.
Buying and selling at a ahead P/E ratio of ~20, Jabil is reasonable relative to its development prospects, with analysts forecasting 15% EPS development for 2025 amid sturdy demand for its manufacturing experience in high-growth sectors like AI servers and electrical autos.
Conclusion
Every of those 5 tech gems is well-positioned for continued momentum into late 2025, backed by secular development traits in cybersecurity, e-commerce, AI infrastructure, networking, and international manufacturing.
For buyers searching for tech publicity past the mega-caps, these shares present a compelling mix of innovation, monetary power, and clear catalysts for additional upside.
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Disclosure: On the time of writing, I’m lengthy on the S&P 500, and the Nasdaq 100 by way of 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), and Invesco S&P 500 Equal Weight ETF (RSP).
I usually rebalance my portfolio of particular person shares and ETFs primarily based on ongoing threat evaluation of each the macroeconomic atmosphere 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.
