Investors should put these 2 top ASX tech shares on the watchlist

I'm backing these two investments for significant gains.

A young man talks tech on his phone while looking at a laptop. A financial graph is superimposed across the image.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • ASX tech shares offer high growth potential due to their ability to generate revenue rapidly and maintain strong profit margins.
  • Airtasker Ltd achieves over 90% gross profit margin and is seeing significant international growth, with UK and US revenues surging in FY25.
  • The BetaShares S&P/ASX Australian Technology ETF provides diversified exposure to 45 Australian tech firms, boasting a 17.25% average annual return since March 2020.

ASX tech shares are some of the most exciting to own because of their ability to grow revenue rapidly and also achieve strong profit margins.

Due to their intangible nature, technology companies don't have to pay certain costs that physical product businesses do such as stores, warehouses, shipping and so on.

When a business has an incredibly high profit margin, a lot of the new revenue can instantly translate into gross profit, operating profit (EBITDA) and net profit. That's why the following two ASX tech share investments are so appealing.

Airtasker Ltd (ASX: ART)

Airtasker provides a platform that allows someone who needs a job done to advertise it, and then individuals and businesses (taskers) can offer to do the work.

There is a huge array of services available such as accounting, beauticians, various trades, building and construction services, car service, carpet cleaning, pet care, various types of lessons, florist, removalist, furniture assembly, garden and many more.

The business has a gross profit margin of more than 90%, so revenue growth is extremely profitable for the business. In FY25, Airtasker marketplace revenue grew 18.3% year-over-year, and its Australia marketplaces generated $15.2 million of cash flow after covering global head office expenses.

It's also exciting to see that the company is making progress in the international markets of the UK and US. While these are still small markets for Airtasker, they're growing at a fast pace – in FY25, UK revenue rose 111% and US revenue surged 422%.

Airtasker Australia is expecting to deliver solid double-digit revenue growth in FY26, with an acceleration of the growth trajectory in the US and UK, which bodes well for the ASX tech share.

BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC)

The larger ASX tech shares are mostly trading at high prices, reflecting the market's belief in their growth potential.

It may be tricky to know which one of them to invest in, so why not invest in an exchange-traded fund (ETF) that allows us to invest in them all at once?

The ATEC ETF is invested in a total of 45 names, including Computershare Ltd (ASX: CPU), Xero Ltd (ASX: XRO), Pro Medicus Ltd (ASX: PME), CAR Group Ltd (ASX: CAR), WiseTech Global Ltd (ASX: WTC) and Life360 Inc (ASX: 360).

While all of the businesses are under the umbrella of 'technology', they provide very different services, giving investors diversification.

Past performance is not a guarantee of future performance, but the ATEC ETF has returned an average of 17.25% per year since inception in March 2020. I'm not expecting the next five years to be as strong, but things are looking positive for the fund as the businesses collectively continue growing.

Motley Fool contributor Tristan Harrison has positions in Pro Medicus. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Life360, WiseTech Global, and Xero. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Airtasker and Pro Medicus. The Motley Fool Australia has positions in and has recommended Life360, WiseTech Global, and Xero. The Motley Fool Australia has recommended CAR Group Ltd and Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Technology Shares

Woman looks amazed and shocked as she looks at her laptop.
Technology Shares

Up 11% today: Why are Light & Wonder shares surging?

The share price is going gangbusters.

Read more »

Two IT professionals walk along a wall of mainframes in a data centre discussing various things
Technology Shares

Megaport announces $220 million capital raise to bankroll a major acquisition

A new acquisition will open up a major new division for this cloud computing provider.

Read more »

A man sitting at his desktop computer leans forward onto his elbows and yawns while he rubs his eyes as though he is very tired.
Technology Shares

Life360 shares down 10% despite record result and guidance upgrade

This tech stock is being sold off despite a record performance.

Read more »

Two people work with a digital map of the world, planning their logistics on a global scale.
Technology Shares

Can WiseTech Global shares recover after a turbulent month?

It needs to restore investors' trust.

Read more »

Sport fans cheering at a game in a stadium.
Technology Shares

Macquarie says Light & Wonder shares could rise more than 35%

It's great news for the gaming technology stock.

Read more »

A silhouette of a soldier flying a drone at sunset.
Technology Shares

DroneShield appoints US advisory board

The counter-drone company has strengthened its US operations as it seeks to grow strongly in the massive market.

Read more »

A young man pointing up looking amazed, indicating a surging share price movement for an ASX company
Technology Shares

Why this ASX 200 stock could rise 40%

Bell Potter sees big potential returns for investors from this tech stock.

Read more »

A plumber gives the thumbs up
Technology Shares

More than 50% upside predicted for this digital company which is primed for acquisitions

Hipages is cashed up and primed to grow through acquisitions, while analysts believe its shares are undervalued.

Read more »