3 High-Growth Tech Stocks to Buy Before 2026 Rebound

Market downturn presents rare opportunity to invest in leading tech firms at discounted prices.

Apr. 5, 2026 at 4:05pm

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The tech sector has taken a beating in 2026, with many stocks down over 25% from their all-time highs. The author highlights three high-growth tech companies - Microsoft, Meta Platforms, and Broadcom - as strong rebound candidates that investors should consider buying now before an expected sector-wide recovery in the coming years.

Why it matters

The current market downturn in the tech industry provides a rare chance for investors to buy into leading companies at discounted prices, potentially setting them up for significant gains when the sector rebounds. These three stocks are well-positioned to benefit from emerging technologies like AI, making them attractive long-term investments.

The details

The author believes Microsoft, Meta Platforms, and Broadcom are all down over 25% from their all-time highs, despite strong business fundamentals and growth prospects. Microsoft is a leader in the AI race, with its platform becoming a go-to for building and running AI applications. Meta is heavily investing in AI to integrate it into its social media business, while Broadcom's custom AI chips are challenging Nvidia's dominance in the space. The author argues these companies' long-term potential is not fully reflected in their current stock prices.

  • The tech sector sell-off began in late 2022, with many stocks falling over 30% from their highs.
  • In Q1 of fiscal year 2026 (ending Feb. 1), Broadcom's AI semiconductor division totaled $8.4 billion in sales, an annualized run rate of about $34 billion.
  • Broadcom's CEO Hock Tan believes the company's custom AI chips business will generate $100 billion in revenue by the end of 2027.

The players

Microsoft

A leading technology company and a pioneer in the artificial intelligence (AI) race, with its platform becoming a go-to place to build and run AI applications.

Meta Platforms

The parent company of social media platforms like Facebook, investing heavily in AI to integrate the technology into its existing business.

Broadcom

A semiconductor company that is challenging Nvidia's dominance in the custom AI chips market, partnering directly with AI hyperscalers to design purpose-built chips.

Hock Tan

The CEO of Broadcom, who believes the company's custom AI chips business will generate $100 billion in revenue by the end of 2027.

Keithen Drury

The author of the article, who has positions in Broadcom, Meta Platforms, Microsoft, and Nvidia.

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What they’re saying

“If you solely look at the business execution, you'd probably assume that Meta's plan is working flawlessly. In the fourth quarter, Meta's revenue rose 24% year over year, showcasing its best-in-class advertising platform via its social media sites.”

— Keithen Drury, Author

“Broadcom's custom AI chips business is openly challenging Nvidia's dominance in this space. Broadcom is partnering directly with AI hyperscalers to design a chip that is purpose-built for their AI workloads.”

— Keithen Drury, Author

What’s next

The author believes the current market downturn in the tech sector presents a rare opportunity for investors to buy into leading companies like Microsoft, Meta Platforms, and Broadcom before an expected rebound in the coming years.

The takeaway

The tech sector sell-off has created a chance for investors to purchase high-growth stocks at discounted prices. By investing in companies like Microsoft, Meta Platforms, and Broadcom, which are well-positioned to benefit from emerging technologies like AI, investors can potentially capitalize on a sector-wide recovery in the near future.