Stocks to Target For a Tech Rebound In 2026
With expected monetary policy easing and growth returning to focus, the following ASX tech stocks are now looking like strong rebound opportunities for 2026.
WiseTech Global Limited (ASX: WTC)Β
is one of the fastest growing technology companies on the ASX with FY25 results showing strong momentum as total revenue increased to US$778.7 million which represents 14% growth year-on-year.
The companyβs flagship logistics platform is called CargoWise which delivered US$682.2 million in revenue, up 18% compared to last year because of customer expansion.
A major development this year was the completion of the e2open acquisition which significantly expands WiseTechβs total addressable market and capability across global supply chain software.
Outlook for FY26 is positive with management guiding revenue in the range of US$1.39 to US$1.44 billion supported by growth in CargoWise adoption and revenue contribution from e2open.
Xero Limited (ASX: XRO)Β
has had a great start to the new fiscal year as evident by their interim FY26 results and proved why it is one of the strongest tech growth stocks right now.
The subscriber base reached 4.59 million and ARPU grew to NZ$49.63 while operating revenue rose to NZ$1.19 billion which is a 20% year-on-year growth.
Free cash flow was NZ$321 million while adjusted EBITDA increased to NZ$350.9 million which shows disciplined cost control.
The Melio acquisition adds bill-payment capability to the platform which will strengthen the company in the US market and Xero expects growth to continue with the help of new AI-powered tools and payroll features.
Nuix Limited (ASX: NXL)Β
recently announced that it has signed an agreement to acquire Linkurious which is a Paris-based AI graph-analysis company.
The acquisition values Linkurious up to $35.4 million with earn-outs linked to Annualised Contract Value expansion and cross-selling over 24 months.
Nuix had Annualised Contract Value of $228.4 million in FY25 which represents 8% growth from last year helped by adoption of the Nuix Neo platform.
Cash EBITDA grew by 24.5% to $37.2 million in FY25 and the balance sheet is strong with $40 million in cash along with a $30 million undrawn facility which gives capacity to fund investments and acquisitions.
Megaport Limited (ASX: MP1)Β
added 115 new data centers in FY25 and this marked a key milestone as the network now surpasses 1000 active global data centre locations.
The full year revenue reached $227.1 million which is up 16% compared to last year while EBITDA improved to $62.3 million as customer growth, pricing and higher platform utilisation supported margin expansion.
The operating cash flow increased to $68.2 million with Megaport closing the financial year with $102.1 million in cash.
Megaport expects FY26 revenue in the range of $260 million to $270 million supported by new global partnerships and rising demand for AI enabled cloud networking solutions and management also expects EBITDA margins at 18% to 20%.
(Source: Company Reports)
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