Discounts of 20% or higher on selected tech stocks, available for purchase at competitive prices.
In the world of technology, the last few months have seen a significant shift in the performance of some major stocks. While some have experienced a drop of 20% or more from their recent peaks, this situation presents potential buying opportunities for daring investors.
One such company is Super Micro Computer Inc., whose stock fell over 20% after its August 5, 2025 earnings, despite showing strong fiscal 2025 revenue growth of 47% year-over-year, driven by AI and green computing demand. Analysts highlight expectations of continued demand, especially from hyperscaler spending and AI infrastructure needs, potentially supporting a modest upside (~2.8%) over the next 12 months.
CrowdStrike Holdings, another tech giant, has also faced challenges. While it delivered solid revenue growth, concerns over slower projected growth and reduced free cash flow, partly due to expenses from a previous platform outage, have caused the stock to drop. Its stock price recovery, however, appears to be a result of analysts' expectations that lawsuits and customer churn will not occur.
Super Micro Computer's strong growth outlook and AI tailwinds could make it a more attractive buying opportunity relative to CrowdStrike, which still faces negative trading pressures and guidance concerns.
Other tech stocks trading at notable discounts include Lam Research Corp., STMicroelectronics NV, Micron Technology Inc., ASML Holding NV, CrowdStrike Inc., Global Foundries Inc., and Okta Inc., each with a 3-month performance of -25.09%, -30.05%, -25.14%, -22.50%, -26.52%, -23.39%, and -22.77%, respectively.
Several tech stocks are now available at a 20% discount or more from their peak, causing concerns among investors due to mixed earnings results and cautious future guidance. However, this situation could be a sign of a buying opportunity for those willing to accept risk amid mixed fundamentals and uncertain near-term outlooks.
Investors considering these discounts should carefully evaluate their confidence in each company's growth prospects, tolerance for volatility and potential short-term declines, and how much value upside they believe remains given stock price drops of 20%+ from peak.
The BÖRSE ONLINE Tech Giants Index is a place to find exciting tech stocks offering potential buying opportunities. As always, it is crucial to do thorough research and consult with a financial advisor before making any investment decisions.
[1] Super Micro Computer Q2 2025 Earnings Release
[2] Super Micro Computer Q2 2025 Analyst Call Transcript
[3] CrowdStrike Q1 Fiscal 2026 Earnings Release
[4] CrowdStrike Q1 Fiscal 2026 Analyst Call Transcript
Finance experts suggest that the recent drop in Super Micro Computer Inc.'s stock price could present an attractive investing opportunity, considering its strong financial performance and forecasted growth in AI and green computing demand. On the other hand, CrowdStrike Holdings' stock price drop might be due to concerns over slower projected growth and reduced free cash flow, which could make Super Micro Computer a more appealing investment choice in the context of the technology-driven stock-market.
