The Next Nvidia? Experts Share Their Top Tech Stock Picks for 2027

Choosing the right stocks to invest in can be really hard, but it can also make a big difference in how much money you end up with. Four professional investors at major financial firms shared their top technology stock picks for 2027. Their choices range from a company that helps online stores get started to the most valuable tech company in the whole world.

Before looking at the picks, there is one important warning: no one can promise that any stock will go up. All stocks can rise or fall depending on many things, including big world events that no one can predict. Experts say the smartest move is to spread your money across many different stocks and funds, and to hold them for several years rather than just a few months.

The first pick is Arista Networks, chosen by David Coombs of Rathbones Asset Management. Arista makes special networking equipment used inside giant data centers — the buildings full of computers where AI programs actually run. Big companies like Microsoft and Meta are Arista's top customers, and it also works with major AI labs like OpenAI and Anthropic. Coombs believes Arista will keep growing because AI systems need faster and faster ways to move data between computer chips.

The second pick is Shopify, a Canadian company chosen by Greg Eckel of Canadian General Investments. Shopify helps businesses build their own online stores at an affordable price. You have probably bought something from a Shopify-powered store without knowing it, since the company quietly runs in the background. Eckel thinks AI tools will help Shopify attract even more businesses in the years ahead.

The third pick is KLA Corporation, selected by Sagar Thanki of the Guinness Global Innovators Fund. KLA makes machines that look for tiny defects in computer chips and help manufacturers make better ones. Thanki calls it a 'picks-and-shovels' investment — like selling shovels during a gold rush, KLA profits from chip-making no matter which chip company wins. As chips get harder to build, KLA's technology becomes even more valuable.

The fourth pick is Nvidia, the world's most valuable tech company, chosen by Kwai San Wong of Sarasin & Partners. Even though Nvidia is already huge, Wong believes it still has a lot of room to grow. The company is launching a new set of chips called 'Vera Rubin' that should boost its sales even further. Wong says that as AI keeps improving, the demand for Nvidia's powerful chips will only keep rising.