Onde Encontrar as Melhores Ações Tecnológicas para Comprar Agora no Mercado Volátil de Hoje

Market pullbacks create windows of opportunity for disciplined investors. When geopolitical tensions shake confidence and valuations compress, the question becomes clear: which premium companies deserve your capital during weakness? The answer lies in identifying quality technology and AI businesses trading below intrinsic value—the exact scenario many face today.

The fundamentals supporting the tech sector remain remarkably solid. Two factors drive market performance: earnings and interest rates. Both are currently aligned in favor of equities. Despite periodic concerns about AI excess, capital expenditure cycles continue accelerating across the industry, with AI hyperscalers projected to deploy roughly $530 billion this year—up significantly from $400 billion the prior year. This spending acceleration reflects genuine business need, not bubble dynamics.

Why Now Is the Time to Accumulate Quality Tech Stocks

Forward guidance from major technology players validates continued AI investment. Semiconductor leader Nvidia’s Q4 report confirmed robust demand trajectories. Manufacturing powerhouse Taiwan Semi raised its 2026 capex guidance to between $52 billion and $56 billion in early January, substantially exceeding 2025’s $40.9 billion—a clear signal of confidence in the AI infrastructure cycle.

The earnings picture looks equally compelling. Tech sector Q1 2026 earnings guidance has surged to 24% growth from just 12% back in early October. This isn’t isolated improvement—nearly every economic sector is positioned for year-over-year earnings expansion in 2026, with 15 of 16 Zacks sectors expected to post EPS growth.

Meanwhile, the Federal Reserve’s trajectory suggests potential rate cuts in the back half of 2026, providing an additional tailwind for growth-oriented equities. When you combine expanding earnings, potential rate relief, and accelerating AI capex cycles, the case for buying quality tech stocks now becomes difficult to ignore. Historical analysis consistently shows that equity purchases during market uncertainty have rewarded patient investors over multi-year horizons.

The Best Tech Stocks to Buy Now: ServiceNow’s AI Integration Story

ServiceNow represents one of the more compelling opportunities following its significant pullback. Trading nearly 50% below January 2025 highs, the stock offers substantial recovery potential if it returns to prior levels—theoretically doubling from current prices.

ServiceNow’s business model centers on enterprise digital workflows and operations software. The company has spent years positioning itself as the enterprise’s “AI control tower for business reinvention.” Rather than competing against AI disruption, ServiceNow has embraced it strategically.

The company deepened its OpenAI partnership in January, securing enhanced integration of advanced AI capabilities into its platform. Simultaneously, ServiceNow is expanding its Anthropic relationship to embed Claude models throughout its product suite. These partnerships aren’t marketing gestures—they represent genuine AI acceleration within the platform.

Financial performance validates the strategy. ServiceNow delivered four consecutive years of 21-24% sales growth, reaching $13.28 billion in 2025—more than doubling its 2021 revenue base. The company executed 244 million-dollar-plus new contract transactions in Q4 2025, up 40% year-over-year. Its customer base expanded to over 600 accounts exceeding $5 million in annual contract value, representing 20% growth.

Profitability expanded aggressively: GAAP earnings jumped 22% to $1.67 per share from just $0.23 in 2021, while adjusted EPS grew 27%. These aren’t maturity dynamics—this is a company in full acceleration mode.

Management’s confidence appears evident in recent actions. ServiceNow announced an additional $5 billion share repurchase authorization, while CEO Bill McDermott recently purchased $3 million in stock personally, describing current valuations as offering “no better entry point” for accumulation.

Looking ahead, analysts project 20% revenue growth in 2026 and 18% in 2027, supporting adjusted earnings expansion of 18% and 20% respectively. Post-earnings estimate revisions have pushed upward since the Q4 report. The average Zacks price target implies approximately 70% upside from current levels.

Technical positioning recently found support at key levels, with the stock bouncing from oversold RSI readings not seen in a decade. This combination of fundamental strength, valuation reset, management conviction, and technical support creates compelling timing for investors seeking the best tech stocks to buy now.

Celestica: The Hidden Winner in AI Infrastructure

Celestica operates in the unglamorous but essential electronics manufacturing sector. The company designs and builds the actual hardware infrastructure powering the AI revolution—high-speed servers, networking equipment, and data center solutions for the world’s largest AI operators.

The AI infrastructure boom has completely transformed Celestica’s trajectory. Revenue expanded 29% to $12.39 billion in 2025, more than doubling since 2021. Profitability growth exceeded revenue expansion: adjusted earnings surged 56% last year, while GAAP EPS jumped over 90%. Over the 2021-2024 period, the company averaged 65% annual GAAP EPS growth.

Celestica’s manufacturing reach extends beyond pure data center infrastructure. The company serves aerospace and defense, telecommunications, healthcare technology, and supply chain verticals, creating diversification that pure-play AI stocks lack.

Management issued robust forward guidance in late January, signaling that “demand for AI-related data center technologies continues to strengthen” into 2026 and 2027. CEO Rob Mionis emphasized the company’s commitment to supporting customers’ long-term AI infrastructure investments.

This confidence manifests in capital allocation. Celestica is increasing planned capital investments to $1 billion in 2026, committing to organically fund this expansion through operating cash flow. The company projects revenue growth of 37% in 2026 and 39% in 2027, reaching $23.66 billion—nearly doubling 2025 levels. Adjusted earnings are expected to expand 46% and 43% respectively.

The market has rewarded this growth trajectory. Celestica stock has climbed approximately 3,000% over five years, crushing the broader Tech sector’s 100% return. The past 12 months alone delivered 220% gains.

Current weakness presents an opportunity for investors who missed that rally. The stock has pulled back roughly 25% from November highs, offering fresh entry points. Trading at 30X forward earnings—50% below prior highs—the valuation compression creates attractive risk-reward for buyers of this growth-heavy infrastructure play.

Recent technical action shows support materializing at the 200-day moving average and prior breakout levels. Analyst consensus strongly supports the opportunity: 15 of 18 brokerage recommendations carry “Strong Buy” ratings, while the company earned a Zacks Rank #2 (Buy) designation. The average price target implies 34% upside from current prices.

For investors seeking the best tech stocks to buy now, Celestica offers exposure to a high-growth manufacturing leader at a significant discount to recent valuations.

The Strategic Case for Buying Now

Both stocks share common characteristics that make them compelling for patient capital. Each operates in genuinely growing markets driven by multi-year structural tailwinds. Each has management teams demonstrating personal conviction through significant equity purchases. Each is guided by analysts expecting continued acceleration in revenue and earnings growth.

Most importantly, each represents a pullback in a fundamentally sound company—exactly the scenario where history shows long-term investors have earned superior returns. When quality names hit weakness without deteriorating business fundamentals, accumulation strategies have repeatedly proven effective over multi-year horizons.

Market volatility may persist, and geopolitical developments remain fluid. However, disciplined investors have consistently profited by focusing on sustainable earnings growth and reasonable valuations rather than short-term noise. The current environment offers exactly that opportunity for those seeking the best tech stocks to buy now.