Key Takeaways
- Investment firm Wedbush Securities identified 10 technology stocks positioned to weather geopolitical turbulence linked to Iran tensions
- Microsoft (MSFT) ranks as the firm’s premier defensive technology investment, supported by a massive $625 billion order backlog
- Three cybersecurity companies — CrowdStrike, Palo Alto Networks, and Check Point Software — receive particular emphasis for their strategic positioning
- Palantir earns recognition for robust connections to U.S. federal agencies and its advanced artificial intelligence capabilities
- Apple and Salesforce complete the roster as defensive selections in consumer technology and AI monetization
Wedbush Securities has released a curated selection of 10 technology stocks that investors should maintain in their portfolios during the current period of geopolitical instability connected to Iran-related conflicts. The investment firm emphasizes that market participants should avoid reactive selling, noting these companies possess resilient business fundamentals designed to withstand market turbulence.
Microsoft claims the number one position on Wedbush’s roster of defensive technology investments. The technology giant is rapidly expanding its revenue generation from cloud computing and artificial intelligence offerings, supported by an enormous $625 billion pipeline of deferred revenue that will materialize in subsequent quarters.
Microsoft’s financial performance validates Wedbush’s recommendation. The Redmond-based company generated $305.45 billion in total revenue, demonstrating a three-year compound growth rate of 12.8% alongside an impressive operating margin of 46.67%.
The company’s price-to-earnings ratio currently registers at 25.26, approaching its lowest level over the past five years. Meanwhile, institutional investors control 73.8% of outstanding shares, signaling sustained conviction from sophisticated market participants.
Cybersecurity Stocks Receive Heightened Focus
CrowdStrike secured its position on the list thanks to its Falcon security platform, which Wedbush characterizes as industry-leading. The research firm notes that artificial intelligence-powered cyber threats are proliferating, amplifying the relevance of CrowdStrike’s defensive capabilities.
CrowdStrike Holdings, Inc., CRWD
Palo Alto Networks similarly gains from the escalation of AI-enabled cyberattacks. According to Wedbush, the expanded vulnerability landscape created by hackers leveraging artificial intelligence is driving increased enterprise investment in AI-powered security infrastructure.
Check Point Software receives recognition for its strong positioning within the security sector. The company is expanding its portfolio across Secure Access Service Edge (SASE), Enterprise Risk Management (ERM), and Email Harmony platforms, with artificial intelligence serving as a critical component in customer acquisition.
Defense Contracts and Satellite Intelligence Support Additional Selections
Palantir earns distinction for its deep relationships with U.S. federal agencies. The company’s Artificial Intelligence Platform is emerging as the preferred development framework for the Department of Defense.
Planet Labs makes the list based on robust market appetite for its satellite-based geospatial intelligence services. Wedbush observes that government entities worldwide are increasingly acknowledging the strategic importance of space-derived intelligence capabilities.
Voyager receives inclusion for its specialized expertise in guidance systems, navigation technology, and AI-enhanced surveillance platforms. The firm believes these capabilities position the company advantageously in today’s security environment.
Apple appears as a defensive selection within consumer technology. Wedbush highlights accelerating momentum for the iPhone 17 product cycle and what it describes as exceptional cash generation as compelling reasons to maintain exposure.
Salesforce garners attention as a long-horizon artificial intelligence beneficiary. The firm contends that Salesforce can effectively monetize its customer base exceeding 150,000 organizations already integrated into its software ecosystem.
ServiceNow completes the lineup. Wedbush maintains the company’s market valuation fails to reflect its intrinsic worth, projecting that artificial intelligence will provide significant growth acceleration given the vast data repositories already embedded within enterprise technology stacks.
Wedbush distributed this research report on March 4, 2026, designating all 10 securities as purchase recommendations for navigating the present geopolitical landscape.
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