Stocks to target for a tech rebound in 2026

Have you considered these undervalued tech stocks?

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Key points

  • ASX technology stocks, including WiseTech, Xero, and NEXTDC, have seen significant price declines in 2025, presenting potential buy-low opportunities for 2026.
  • WiseTech is rated as a buy by Morgans with a $112.50 price target; Xero has an outperform rating by Macquarie, aiming for $230.30; and NEXTDC has a buy rating from Ord Minnett with a $20.50 target.
  • For broader exposure, investors can consider the Betashares S&P ASX Australian Technology ETF, which includes a diversified portfolio of leading tech stocks.

As the year winds down, it's worth looking into sectors and companies that have underperformed in 2025. One story that stands out is the underperformance of ASX technology stocks

The S&P/ASX 200 Information Technology Index (ASX: XIJ) is down more than 20% over the last year. 

In fact, the index is down 22% in just the last two months. 

Although this is disappointing for holders of tech stocks, the sector is known for some volatility.

After all, tech stocks operate at the cutting edge of their fields, and many are considered high-risk, high-reward investments. 

However, technology is also an exciting space that offers upside and gives exposure to emerging trends. 

These companies can be engaged in megatrends like social media, artificial intelligence (AI), smartphones, blockchain, software as a service (SaaS), the Internet of Things (IoT), streaming media services, and more.

But after such a rapid decline, it could be a buy-low opportunity. 

What technology stocks have fallen the most?

In the last 12 months, there have been several large technology companies that have seen sharp share price declines. 

WiseTech Global (ASX: WTC) is a provider of logistics software that aims to improve the world's supply chains.

It is the largest IT company by market cap on the ASX. 

Its share price is down more than 43% over the last year. 

The Motley Fool's James Mickleboro reported yesterday that the team at Morgans now rates this stock as a buy with a $112.50 price target. 

That's 52.28% higher than yesterday's closing price. 

Xero Ltd (ASX: XRO), the second largest technology stock by market capitalisation on the ASX, is down 33% over the last year. 

The company offers cloud-based accounting software for small to medium businesses.

Macquarie recently put an outperform rating and $230.30 price target on Xero shares. 

This indicates an upside of nearly 95%. 

Finally, NEXTDC Ltd (ASX: NXT) shares have fallen approximately 13% in the last 12 months. 

The company operates data centres in Australia, New Zealand, and Southeast Asia.

Ord Minnett recently retained its buy rating on this data centre operator's shares with an improved price target of $20.50.

That indicates an upside of roughly 45%. 

Target these at once with this ETF

For investors who are more focused on a tech rebound in general, but not on a specific stock, another option is to invest in a thematic ETF. 

The Betashares S&P ASX Australian Technology ETF (ASX: ATEC) provides exposure to leading ASX-listed companies in a range of tech-related market segments such as information technology, consumer electronics, online retail, and medical technology.

It has a 6% to 9% weighted holding in the three tech stocks listed above. 

The fund is made up of 45 Australian technology companies in total. 

Motley Fool contributor Aaron Bell has positions in Xero. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group, WiseTech Global, and Xero. The Motley Fool Australia has positions in and has recommended Macquarie Group, WiseTech Global, and Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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