Key Takeaways
- Investment firm Wedbush Securities identifies 10 technology stocks positioned to weather geopolitical market volatility linked to Iran tensions
- Microsoft emerges as the firm’s premier defensive technology pick, supported by a massive $625 billion revenue backlog
- Three cybersecurity companies — CrowdStrike, Palo Alto Networks, and Check Point Software — receive particular emphasis for their defensive positioning
- Palantir earns recognition for its deep U.S. government connections and advanced AI capabilities
- Consumer technology giant Apple and enterprise software leader Salesforce complete the portfolio as defensive selections
In response to escalating geopolitical uncertainty surrounding Iran, Wedbush Securities has identified 10 technology stocks that investors should maintain in their portfolios. The investment firm emphasizes that market participants should avoid knee-jerk reactions, noting these companies possess robust fundamentals capable of weathering turbulent conditions.
Leading the firm’s recommendations is [[LINK_START_2]]Microsoft[[LINK_END_2]], which Wedbush positions as the strongest defensive option in the technology sector. The software giant continues advancing its cloud computing and artificial intelligence monetization strategies while maintaining access to a substantial $625 billion backlog that provides revenue visibility for multiple quarters ahead.
The numbers support Microsoft’s defensive thesis. With total revenue reaching $305.45 billion, the company demonstrates consistent performance with a three-year compound annual growth rate of 12.8% and an impressive operating margin of 46.67%.
Trading at a price-to-earnings ratio of 25.26—approaching its five-year low—Microsoft appears reasonably valued. Additionally, institutional investors maintain a 73.8% ownership stake, reflecting sustained confidence from sophisticated market participants.
Cybersecurity Stocks Receive Elevated Priority
CrowdStrike earns its place on Wedbush’s list thanks to its Falcon platform, which the firm characterizes as industry-leading. As artificial intelligence-powered cyber threats continue proliferating, Wedbush argues that CrowdStrike’s defensive technology becomes increasingly essential.
CrowdStrike Holdings, Inc., CRWD
Palo Alto Networks similarly benefits from the expanding threat landscape created by AI-enhanced cyberattacks. According to Wedbush, the broadening attack surface generated by sophisticated threat actors utilizing artificial intelligence drives stronger enterprise demand for AI-powered security solutions.
Check Point Software rounds out the cybersecurity trio with what Wedbush describes as strong positioning across the security landscape. The company continues expanding its capabilities across SASE, ERM, and Email Harmony product lines, with artificial intelligence increasingly influencing customer purchasing decisions.
Defense and Aerospace Contracts Strengthen Additional Selections
[[LINK_START_6]]Palantir[[LINK_END_6]] receives recognition primarily for its extensive relationships with U.S. government agencies. The company’s Artificial Intelligence Platform is gaining traction as the preferred development environment for the Department of Defense.
Planet Labs makes the list based on accelerating demand for its geospatial intelligence products. Wedbush observes that government agencies worldwide are increasingly acknowledging the strategic importance of satellite-based data collection.
Voyager secures inclusion through its specialized capabilities in guidance systems, navigation technology, and AI-enhanced surveillance platforms. These competencies position the company favorably given current global conditions, according to the firm.
Apple appears on the roster as a defensive consumer technology investment. Wedbush highlights robust demand expectations for the iPhone 17 product cycle combined with the company’s exceptional cash generation as compelling reasons to maintain positions.
Salesforce represents a long-term artificial intelligence opportunity in Wedbush’s view. The firm believes Salesforce can effectively monetize its extensive customer base exceeding 150,000 organizations already deeply integrated into its software ecosystem.
ServiceNow completes the 10-stock portfolio. Wedbush contends that current market valuation fails to reflect the company’s true worth, projecting that artificial intelligence will provide significant growth acceleration given the vast amounts of data already embedded within enterprise technology infrastructures.
Wedbush released its analysis on March 4, 2026, recommending all 10 stocks as buy-rated positions suitable for navigating the current geopolitical environment.
