Key Takeaways
- Wedbush Securities identified 10 technology stocks capable of weathering geopolitical instability linked to Iran
- Microsoft emerges as the premier defensive technology investment, supported by a massive $625B order backlog
- Three cybersecurity companies — CrowdStrike, Palo Alto Networks, and Check Point Software — are singled out as particularly resilient
- Palantir receives recognition for its deep U.S. federal connections and artificial intelligence capabilities
- Apple and Salesforce complete the roster as defensive selections in consumer tech and AI sectors
In response to escalating geopolitical tensions surrounding Iran, Wedbush Securities has released its curated selection of 10 technology stocks that investors should maintain in their portfolios. The investment firm emphasizes that this moment calls for calm, not capitulation, pointing to these companies’ robust operational foundations designed to withstand market turbulence.
Microsoft claims the number one position as Wedbush’s preferred defensive technology holding. The software giant is ramping up revenue generation from its cloud computing and artificial intelligence offerings while maintaining a substantial $625 billion pipeline ready for conversion in upcoming quarters.
The numbers support Microsoft’s defensive positioning. The tech behemoth generated $305.45 billion in revenue, demonstrating a three-year compound annual growth rate of 12.8% alongside an impressive 46.67% operating margin.
Its price-to-earnings multiple of 25.26 represents a five-year trough level. Meanwhile, institutional investors control 73.8% of outstanding shares, signaling persistent faith from sophisticated capital.
Cybersecurity Sector Takes Center Stage
CrowdStrike earned its spot thanks to its Falcon security platform, which Wedbush describes as industry-leading. The analysts note that artificial intelligence-powered cyber threats are proliferating, amplifying demand for CrowdStrike’s defensive capabilities.
CrowdStrike Holdings, Inc., CRWD
Palo Alto Networks similarly capitalizes on the surge in AI-enabled cyberattacks. According to Wedbush, the expanded vulnerability landscape created by hackers leveraging artificial intelligence is fueling corporate appetite for AI-powered security infrastructure.
Check Point Software earns recognition for its comprehensive security positioning. The company is expanding its offerings across SASE, ERM, and Email Harmony platforms, with artificial intelligence functioning as a catalyst for customer acquisition.
Defense Contracts and Space Technology Power Additional Selections
Palantir stands out for its entrenched relationships within U.S. government agencies. The company’s Artificial Intelligence Platform is being positioned as the primary development framework for the Department of War.
Planet Labs makes the cut based on robust appetite for its geospatial intelligence offerings. Wedbush observes that government entities worldwide are increasingly valuing space-derived data and surveillance.
Voyager secured inclusion through its specialization in navigation systems, guidance technology, and AI-powered monitoring solutions. These capabilities position the firm advantageously in today’s security-conscious landscape.
Apple appears on the roster as a defensive consumer technology investment. Wedbush highlights accelerating iPhone 17 upgrade momentum combined with what the firm describes as exceptional cash generation as justification for maintaining exposure.
Salesforce represents a strategic artificial intelligence opportunity. The analysts believe Salesforce can effectively monetize its extensive customer base exceeding 150,000 organizations already integrated into its platform.
ServiceNow completes Wedbush’s selection. The firm contends that ServiceNow’s market valuation fails to reflect its fundamental worth, projecting that artificial intelligence adoption will provide sustained growth given the massive data infrastructure already embedded in corporate systems.
Wedbush released this analysis on March 4, 2026, designating all 10 securities as purchase recommendations for navigating the present geopolitical landscape.
