3 Must-Buy Tech Stocks for August 2025 – Don’t Miss These Power Plays

Tech bulls, listen up—August is your month to pounce. These three stocks aren’t just ticking boxes; they’re rewriting the rules.

1. The AI Juggernaut Quietly Eating the Cloud

Forget ‘hyped’—this player’s already monetizing what others just demo. Margins? Expanding. Clients? Locked in. Wall Street’s still underpricing the moat.

2. The Chipmaker That Out-Innovated Itself

While rivals begged for subsidies, this foundry doubled down on next-gen architecture. Now it’s printing contracts—and leaving TSMC sweating.

3. The SaaS Underdog Turning Into a Wolf

Zero-to-100 revenue growth while ‘efficient’ became finance bros’ favorite buzzword. Churn rates? Basically negative. (Cue the ‘but valuations!’ chorus from analysts who missed Bitcoin at $100.)

Bottom line: Tech’s not waiting for rate cuts to rally. These picks? They’re why.

Image source: Getty Images.

ASML

ASML is the world's top supplier of photolithography systems, which are used to optically etch circuit patterns onto silicon wafers. It's also the only producer of extreme ultraviolet (EUV) lithography machines -- the only ones capable of operating at a fine enough level of detail to make today's most advanced, densest, and most power-efficient chips.

ASML's monopoly in that crucial technology makes it a linchpin of the semiconductor sector. All of the world's top foundries -- including, Samsung, and -- use its EUV systems to manufacture cutting-edge chips.

In 2024, ASML suffered a slowdown as it lapped the AI market's initial growth spurt, its non-AI markets grew at a slower rate, and it was barred from selling even its older lithography systems to customers in China. But from 2024 to 2027, analysts expect its revenue and EPS to grow at compound annual rates of 10% and 17%, respectively.

That growth should be driven by the memory chip market's cyclical recovery, the AI market's expansion, and the rollout of its latest high-NA EUV lithography systems for manufacturing even smaller and more sophisticated chips. That's an impressive projected growth trajectory for a stock that trades at just 25 times next year's expected earnings.

CrowdStrike

Cybersecurity company CrowdStrike only provides subscription-based services via the cloud. That approach, which is stickier and easier for customers to scale as they expand, sets it apart from older cybersecurity companies, which often install on-site appliances at their clients' locations that consume more power, take up space, and require regular maintenance.

CrowdStrike's first-mover advantage in the cloud-native cybersecurity space gives it an edge over its peers. In its latest reported quarter, 48% of its customers were using at least six of its Falcon platform's cloud-based modules. That was up from 44% a year earlier. As a cybersecurity leader, its business is also resistant to economic downturns because even when belt-tightening is necessary, most companies won't shut off their digital defenses just to save a few dollars.

From its fiscal 2025 (which ended this January) to its fiscal 2028, analysts expect CrowdStrike's revenue to grow at a compound annual rate of 22%. They also expect it to turn profitable again on a generally accepted accounting principles (GAAP) basis in its fiscal 2027 and more than triple its net income in fiscal 2028. Its stock might seem a bit pricey at 18 times next year's expected sales, but its robust growth rates and cloud-based advantages justify that higher valuation.

ServiceNow

ServiceNow is a cloud-based company that helps large companies organize their unstructured work patterns into automated digital workflows. Its Now Assist AI platform further accelerates that process with generative AI chatbots and automation tools.

ServiceNow's business is naturally insulated from macroeconomic headwinds. As the economy expands, more companies will use its services to optimize their expansion efforts. But if the economy contracts, they'll use its platform to cut costs and automate more jobs with AI. During its latest conference call, CEO Bill McDermott proclaimed that "AI is the new UI," and said that ServiceNow's platform was becoming the "extensible AI operating system" for agentic AI applications.

From 2024 to 2027, analysts expect ServiceNow's revenue and GAAP EPS to grow at compound annual rates of 19% and 28%, respectively. Its stock might also seem a bit pricey at 77 times next year's expected earnings, but it remains a great play on the secular growth of the cloud and AI markets.