TLDR

Wedbush Securities identifies 10 technology stocks built to withstand geopolitical uncertainty stemming from Iran tensions
Microsoft earns top billing as the premier defensive technology investment, supported by a massive $625B order backlog
Three cybersecurity firms — CrowdStrike, Palo Alto Networks, and Check Point Software — emerge as particularly attractive defensive holdings
Palantir stands out for its deep connections with U.S. federal agencies and cutting-edge AI capabilities
Apple and Salesforce complete the roster as resilient consumer technology and AI-focused investments

Wedbush Securities has identified 10 technology stocks that investors should maintain in their portfolios during the ongoing geopolitical turbulence related to Iran. According to the firm, this moment calls for steady hands rather than hasty exits, as these companies possess robust business fundamentals capable of weathering market instability.

Microsoft claims the number one position as Wedbush’s preferred defensive technology holding. The tech giant continues to rapidly expand its cloud and artificial intelligence revenue streams while sitting on an impressive $625 billion backlog that provides visibility into future quarters.

Microsoft Corporation, MSFT

The financial data supports Microsoft’s defensive positioning. The software giant posted revenue of $305.45 billion, accompanied by a three-year compound annual growth rate of 12.8% and an impressive operating margin of 46.67%.

Its price-to-earnings ratio currently stands at 25.26, hovering near its five-year floor. With institutional ownership at 73.8%, major investment firms continue demonstrating strong conviction in the company.

Cybersecurity Firms Earn Premium Positioning

CrowdStrike secured its spot on the roster thanks to its Falcon platform, which Wedbush characterizes as industry-leading. The investment firm emphasizes that artificial intelligence-powered cyber threats are proliferating, which amplifies the relevance of CrowdStrike’s security solutions.

CrowdStrike Holdings, Inc., CRWD

Palo Alto Networks similarly capitalizes on the surge in AI-enhanced cyberattacks. According to Wedbush, the expanded threat landscape created by hackers leveraging artificial intelligence is driving enterprise adoption of AI-powered defense mechanisms.

Check Point Software earns recognition for its strong security market position. The company continues developing comprehensive solutions spanning SASE, ERM, and Email Harmony, with artificial intelligence increasingly influencing customer purchasing decisions.

Defense and Aerospace Contracts Bolster Additional Selections

Palantir receives particular emphasis for its deep relationships with U.S. federal agencies. The company’s Artificial Intelligence Platform is being established as the primary development environment for the Department of War.

Planet Labs earns inclusion thanks to robust demand for its geospatial intelligence offerings. Wedbush notes that governmental entities are increasingly recognizing the strategic importance of satellite-based data collection.

Voyager makes the list based on its expertise in guidance systems, navigation technology, and AI-enhanced surveillance tools. These capabilities position the company advantageously in the current geopolitical climate, according to the firm.

Apple qualifies as a defensive consumer technology investment. Wedbush highlights momentum building around the iPhone 17 product cycle alongside what it describes as exceptional cash generation as compelling reasons to maintain exposure.

Salesforce represents a long-term artificial intelligence opportunity. The firm believes Salesforce can effectively monetize its massive customer base exceeding 150,000 organizations already integrated into its platform.

ServiceNow completes the selection. Wedbush contends the company’s market valuation fails to reflect its intrinsic worth, arguing that artificial intelligence will provide significant growth acceleration given the vast quantities of data already embedded within enterprise systems.

Wedbush issued this investment guidance on March 4, 2026, designating all 10 companies as buy recommendations for navigating the present geopolitical landscape.

The post Wedbush’s Top 10 Resilient Tech Stocks: Microsoft (MSFT), Apple (AAPL), and Palantir (PLTR) Lead the Pack appeared first on Blockonomi.

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Filed under: Bitcoin - @ March 4, 2026 2:18 pm