TLDR
- Wedbush Securities named 10 tech stocks to hold through Iran-related geopolitical uncertainty
- Microsoft leads the list as the top defensive tech name, backed by a $625B backlog
- Cybersecurity stocks — CrowdStrike, Palo Alto Networks, and Check Point Software — are flagged as especially well-positioned
- Palantir is highlighted for its strong U.S. federal government ties and AI platform
- Apple and Salesforce round out the list as defensive consumer and AI plays
Wedbush Securities has published a list of 10 tech stocks it says investors should hold through current geopolitical tensions tied to the Iran conflict. The firm says now is not the time to panic, and that these names have strong business models built to handle market volatility.
Microsoft tops the list as Wedbush’s pick for best defensive tech stock. The company is accelerating its monetization of cloud and AI services and carries a $625 billion backlog it can draw on in coming quarters.
Microsoft’s financial metrics back up that case. The company reported revenue of $305.45 billion, with a three-year revenue growth rate of 12.8% and an operating margin of 46.67%.
Its P/E ratio sits at 25.26, near a five-year low. Institutional ownership stands at 73.8%, showing continued confidence from large investors.
Cybersecurity Names Get Special Attention
CrowdStrike made the list based on its Falcon platform, which Wedbush calls “best-in-class.” The firm says AI-driven cyber threats are growing, making CrowdStrike’s tools more relevant.
CrowdStrike Holdings, Inc., CRWD
Palo Alto Networks also benefits from rising AI-based cyberattacks. Wedbush says the wider attack surface created by hackers using AI increases enterprise demand for AI-driven security tools.
Check Point Software is described as well-positioned in security. The company is building out solutions across SASE, ERM, and Email Harmony, with AI playing a key role in deal flow.
Government and Space Contracts Drive Other Picks
Palantir is called out for its ties to the U.S. federal government. Its Artificial Intelligence Platform is being positioned as the default builder platform for the Department of War.
Planet Labs is on the list due to strong demand for its geospatial data solutions. Wedbush says more governments are recognizing the value of space-based intelligence.
Voyager is included for its work in guidance, navigation, and AI-driven surveillance capabilities. The firm says these position the company well in the current environment.
Apple is listed as a defensive consumer play. Wedbush points to strong iPhone 17 cycle momentum and what it calls “monster cash flow” as reasons to hold the stock.
Salesforce is seen as a long-term AI winner. The firm says Salesforce can monetize its base of over 150,000 customers who are already embedded in its ecosystem.
ServiceNow rounds out the list. Wedbush argues its valuation is disconnected from its actual value, saying AI will act as a tailwind given the trillions of data points already built into enterprise infrastructure.
Wedbush’s note was published on March 4, 2026, and named all 10 stocks as buys through the current geopolitical backdrop.
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