3 technological promotions challenging the decline of 2025 News ad

Until now, in 2025, many shares in the US technological sector were still stuck in the first gear. With the closure of March 7, the SPDR SecTOR Secer Technology SecTOR Foundation NYSEARCA: XLKWhich measures the performance of S&P 500 technologies, returned -6%. This is the second worst of all ETF SPDR S&P 500. It beats only the discretional sector of consumers, which has provided a total yield -8%. Among the 96 technological shares in the United States, only 33 received a positive total income in 2025 as of March 7.

Obviously, although the performance was weak in most sectors, some promotions increase above noise. Below, this is a view of three promotions that are one of the best performers in the US technological sector, when winter is approaching its closure.

Octa: Accepting a large cap -technological crown still in 2025

OKTA access control shares Nasdak: Octa In 2025, he entered the pie for the highest profitability among these 96 technological actions with great capitalization, which increased by almost 43%. Many people know OKTA as a tool at the workplace that companies use to facilitate water in various applications.

Octa reported earnings in the first week of March, which was very impressed by the markets. Promotions have grown more than 24% in just one day. In addition to the publication of the results that surpassed expectations for 4 quarters of 2024, the company also significantly increased its management in 2025 in 2025. The company increased its management on the growth of revenue throughout the year from 7% to 10%. He sees the adjusted profit growth by 13% compared to 11% of Wall Strest.

Much has passed well in OKTU in the last quarter to happen. The company saw its first quarter of $ 1 billion in the form of booking. About 20% of these reservations came from new products, a very positive sign, like the company.

In addition, the company works with some very large customers. The average total contract size in the 25 largest transactions in the fourth quarter amounted to a little less than $ 13 million. Add to an impressive in the last quarter the fact that Octa recently announced plans to reduce 3% of her labor. This shows that the company believes that it can grow faster with lower costs, a gold combination for making money. Ultimately, the stunningly good quarter of the octa led to the fact that the analysts in Oppenheimer called OKTU the “best choice” in the future.

Cloudflare: Large profit from large customers leads to greater success in promotions

Cloud Cloud Cloud Club Software Promotions, CloudFlare NYSE: NetAlso begins in 2025. Since March 7, shares have grown by almost 18%.

Two very good days for this action, January 28 and February 7, led to most of these achievements. On January 28, it became a big day for many technological actions that recovered the day after what some called DeepSeek Route on January 27.

However, for Cloudflare, this was not a rebound at all. Cloudflare shares have grown a little on the day of DEPSEEK news, and then grew by almost 11% the next day.

Real meat and potatoes of the 2025 Cloudflare performance occurred on February 7, the day after he reported on income. The shares increased 18%, surpassing the high expectations of Wall -Strithon both on sales and adjusted income. The company saw significant growth in its number of large customers, which increased by 27%.

Especially impressive is the growth of the largest client cohort of the company, $ 1 million. USA. The number of customers in this group increased by 47%.

IBM: “Big Blue” generates Big Green Returns to start 2025

The latter is international business machines NYSE: IBMThe field of this outdated technological promotions provided total yield of almost 20% in 2025 as of March 7.

The shares received almost 5% on March 7 after the news that IBM General Director will meet with President Trump to discuss tariff and export policies. It is possible that IBM may convince the president not to implement a certain policy that will be harmful to his business.

The company also saw that its shares increased by 13% after its income on January 29. In addition to the victory in the upper and lower line, a very encouraging aspect related to the proposals of the artificial intelligence of the company stood out in the report.

Currently, it has a business associated with Genai, 75% of which comes from consulting. IBM affects trust with many large enterprises over the years.

This clearly helped to position it as an important resource, since companies are looking for help in understanding how they can actually implement AI to improve operations.

Before considering OKTU, you will want to hear it.

Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their customers to buy now before the wider market wins … and Octa was not on the list.

While Octa is currently a moderate purchase rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

View five shares here

Looking for the next supply of Faang before everyone heard about it? Enter your email address to see what stocks of Marketbeat analysts believe that it can become the next technological company.

Get this free report

Like this article? Share this with a colleague.

The link is copied to the exchange buffer.