Investing in technology stocks has become difficult in many respects. Many of them surged amid the AI boom, but now with a lot of investors questioning the long-term effects of AI on the industry, investors have become skittish.
Fortunately, such uncertainty often turns to opportunity as paths forward become clearer and valuations become increasingly attractive. Knowing that, investors may want to consider positions in these three tech stocks.
Image source: Getty Images.
The Trade Desk
One of the more shocking recent stock price declines has occurred in **The Trade Desk **(TTD +2.75%) since December 2024. Since peaking at just above $141 per share, the stock has lost over 80% of its value.
So, what happened? The Trade Desk faces typical ad industry struggles like economic uncertainty, and lately, AI platforms are bypassing platforms where companies once posted ads. The company has also struggled with data privacy regulations.
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NASDAQ: TTD
The Trade Desk
Today’s Change
(2.75%) $0.67
Current Price
$24.99
Key Data Points
Market Cap
$12B
Day’s Range
$23.54 - $25.24
52wk Range
$21.08 - $91.45
Volume
1.2K
Avg Vol
15M
Gross Margin
78.63%
Additionally, digital ad giants like Alphabet and Amazon bar platforms like The Trade Desk from buying ads on owned platforms. This puts the company at a competitive disadvantage when advertising on these large platforms.
Nonetheless, one has to question whether the selling has gone too far, especially considering that its customer retention remains above 95% as it has for the last 12 years. In 2025, revenue has risen by 18%. That’s not as fast as in the past, but it is still a robust growth rate. That increased profits by around 13% amid a spike in income tax expenses.
Now, its P/E ratio is at an all-time low of 28, and its forward multiple is at just 12. In a world where the average **S&P 500 **company sells for 30 times earnings, The Trade Desk looks increasingly like a stock that could outperform the S&P 500 in 2026.
Sea Limited
Southeast Asian tech conglomerate **Sea Limited **(SE 16.53%) does not attract wide attention outside that region. However, its Shopee e-commerce segment and Monee consumer credit business are industry leaders in Southeast Asia, a region of around 650 million people.
Moreover, its digital gaming business Garena produces Free Fire, which has been one of the most downloaded mobile games in recent years.
Admittedly, the company operates primarily in developing markets, which can bring uncertainty. Competition has intensified in its e-commerce markets, and the mobile gaming industry has grown more slowly in recent months. With that, the stock has dropped by approximately 45% from its September highs.
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NYSE: SE
Sea Limited
Today’s Change
(-16.53%) $-17.39
Current Price
$87.82
Key Data Points
Market Cap
$48B
Day’s Range
$77.05 - $89.63
52wk Range
$77.05 - $199.30
Volume
97K
Avg Vol
5.8M
Gross Margin
44.92%
Still, one has to wonder whether the market might have overreacted. In the first nine months of 2025, revenue of over $16 billion grew by 35% as all three segments reported robust increases. During that time, it also earned almost $1.2 billion in net income, up from $207 million in the same year-ago period.
For 2026, analysts forecast 24% revenue growth. While that is robust, it would signify a meaningful slowdown, and that could sour some investors on the company, given its 46 P/E ratio. Nonetheless, at a forward P/E ratio of 22, it is looking increasingly inexpensive, and as the growth continues in Southeast Asia, the low forward multiple could help spark a recovery in Sea Limited stock.
Lyft
Investors tend to think of **Lyft **(LYFT 3.68%) merely as a smaller competitor to Uber Technologies. However, the company has captured its share of the rideshare market and has the growth to show for it. Like Uber, it is also partnering with autonomous vehicle companies in hopes of becoming a platform where such rides are booked.
Unfortunately, the company has failed to impress investors. With that, the stock has lost about 45% of its value from its November high. Nonetheless, it reported a 15% increase in gross bookings in 2025, which could bode well for the future even though the revenue of $6.3 billion rose by just 9%. Also, while it reported just over $2.8 billion in net income, all of that profit came from a $2.9 billion income tax benefit.
Expand
NASDAQ: LYFT
Lyft
Today’s Change
(-3.68%) $-0.51
Current Price
$13.22
Key Data Points
Market Cap
$5.3B
Day’s Range
$12.84 - $13.90
52wk Range
$9.66 - $25.54
Volume
443
Avg Vol
15M
Gross Margin
35.24%
Still, the financial news is not all bad. Its 2025 free cash flow was just over $1.1 billion, 46% more than in 2024. Amid that gain, the company has allocated $1 billion to share buybacks.
Investors should also keep its valuation in mind. Even though the tax benefit skewed the P/E ratio, Lyft stock sells for just 9 times forward earnings. Between the growth and the likely reduction in shares outstanding, its share price is likely to get a lift.
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What Are 3 Great Tech Stocks to Buy Right Now?
Investing in technology stocks has become difficult in many respects. Many of them surged amid the AI boom, but now with a lot of investors questioning the long-term effects of AI on the industry, investors have become skittish.
Fortunately, such uncertainty often turns to opportunity as paths forward become clearer and valuations become increasingly attractive. Knowing that, investors may want to consider positions in these three tech stocks.
Image source: Getty Images.
The Trade Desk
One of the more shocking recent stock price declines has occurred in **The Trade Desk **(TTD +2.75%) since December 2024. Since peaking at just above $141 per share, the stock has lost over 80% of its value.
So, what happened? The Trade Desk faces typical ad industry struggles like economic uncertainty, and lately, AI platforms are bypassing platforms where companies once posted ads. The company has also struggled with data privacy regulations.
Expand
NASDAQ: TTD
The Trade Desk
Today’s Change
(2.75%) $0.67
Current Price
$24.99
Key Data Points
Market Cap
$12B
Day’s Range
$23.54 - $25.24
52wk Range
$21.08 - $91.45
Volume
1.2K
Avg Vol
15M
Gross Margin
78.63%
Additionally, digital ad giants like Alphabet and Amazon bar platforms like The Trade Desk from buying ads on owned platforms. This puts the company at a competitive disadvantage when advertising on these large platforms.
Nonetheless, one has to question whether the selling has gone too far, especially considering that its customer retention remains above 95% as it has for the last 12 years. In 2025, revenue has risen by 18%. That’s not as fast as in the past, but it is still a robust growth rate. That increased profits by around 13% amid a spike in income tax expenses.
Now, its P/E ratio is at an all-time low of 28, and its forward multiple is at just 12. In a world where the average **S&P 500 **company sells for 30 times earnings, The Trade Desk looks increasingly like a stock that could outperform the S&P 500 in 2026.
Sea Limited
Southeast Asian tech conglomerate **Sea Limited **(SE 16.53%) does not attract wide attention outside that region. However, its Shopee e-commerce segment and Monee consumer credit business are industry leaders in Southeast Asia, a region of around 650 million people.
Moreover, its digital gaming business Garena produces Free Fire, which has been one of the most downloaded mobile games in recent years.
Admittedly, the company operates primarily in developing markets, which can bring uncertainty. Competition has intensified in its e-commerce markets, and the mobile gaming industry has grown more slowly in recent months. With that, the stock has dropped by approximately 45% from its September highs.
Expand
NYSE: SE
Sea Limited
Today’s Change
(-16.53%) $-17.39
Current Price
$87.82
Key Data Points
Market Cap
$48B
Day’s Range
$77.05 - $89.63
52wk Range
$77.05 - $199.30
Volume
97K
Avg Vol
5.8M
Gross Margin
44.92%
Still, one has to wonder whether the market might have overreacted. In the first nine months of 2025, revenue of over $16 billion grew by 35% as all three segments reported robust increases. During that time, it also earned almost $1.2 billion in net income, up from $207 million in the same year-ago period.
For 2026, analysts forecast 24% revenue growth. While that is robust, it would signify a meaningful slowdown, and that could sour some investors on the company, given its 46 P/E ratio. Nonetheless, at a forward P/E ratio of 22, it is looking increasingly inexpensive, and as the growth continues in Southeast Asia, the low forward multiple could help spark a recovery in Sea Limited stock.
Lyft
Investors tend to think of **Lyft **(LYFT 3.68%) merely as a smaller competitor to Uber Technologies. However, the company has captured its share of the rideshare market and has the growth to show for it. Like Uber, it is also partnering with autonomous vehicle companies in hopes of becoming a platform where such rides are booked.
Unfortunately, the company has failed to impress investors. With that, the stock has lost about 45% of its value from its November high. Nonetheless, it reported a 15% increase in gross bookings in 2025, which could bode well for the future even though the revenue of $6.3 billion rose by just 9%. Also, while it reported just over $2.8 billion in net income, all of that profit came from a $2.9 billion income tax benefit.
Expand
NASDAQ: LYFT
Lyft
Today’s Change
(-3.68%) $-0.51
Current Price
$13.22
Key Data Points
Market Cap
$5.3B
Day’s Range
$12.84 - $13.90
52wk Range
$9.66 - $25.54
Volume
443
Avg Vol
15M
Gross Margin
35.24%
Still, the financial news is not all bad. Its 2025 free cash flow was just over $1.1 billion, 46% more than in 2024. Amid that gain, the company has allocated $1 billion to share buybacks.
Investors should also keep its valuation in mind. Even though the tax benefit skewed the P/E ratio, Lyft stock sells for just 9 times forward earnings. Between the growth and the likely reduction in shares outstanding, its share price is likely to get a lift.