Investing with Heart: Three Tech Giants Worth Holding Onto

Well, pull up a chair, folks, and let me tell you a tale about the technology sector-a veritable gold mine for the brave-hearted investor. Now, with the way everything’s going digital like cats chasing laser dots, and artificial intelligence buzzing about like bees on a blossom, you can bet on a long ride of growth. We’re talking about investment opportunities here, ripe for the picking!

If your pockets are jingling with the idea of picking growth stocks for the long haul, it wouldn’t hurt to have a few important traits in mind-robust business models, histories of financial upticks, and the kind of promising future that could make your mama proud. Lo and behold, here are three darling tech stocks that embody all those fine attributes, just waiting to nestle into your portfolio.

1. Autodesk

Autodesk (ADSK) is akin to the old-time carpenter’s toolset, but instead of saw and hammer, you’ve got cloud software and fancy gadgets like AutoCAD, helping all sorts of creative folks design the infrastructure that keeps our world from floating away. The company’s not just drumming its thumbs; oh no, its revenue and net income have been ascending like a hot air balloon on a fine spring day.

Metric Fiscal 2023 Fiscal 2024 Fiscal 2025
Revenue $5.01 billion $5.50 billion $6.13 billion
Operating income $989 million $1.13 billion $1.35 billion
Net income $823 million $906 million $1.11 billion
Free cash flow $2.03 billion $1.25 billion $1.51 billion

Now, don’t just take my word for it; in the first quarter of fiscal 2026, which wrapped up on a fine April day, Autodesk saw revenue leap by 15.2% over the previous year, landing at a cool $1.6 billion. Their operating profit was like a jubilant raccoon at a picnic, climbing 13% to $338 million. All the while, free cash flow scooted up by a hearty 21.2%. Such momentum in billings-a harbinger of future revenue-surged a stunning 29% to $1.4 billion!

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Autodesk has its sights fixed on a revenue target around $6.9 billion for fiscal 2026-a tidy 12.5% increase. Free cash flow is expected to flex its muscles, projecting between $2.1 and $2.2 billion. Recently, the company announced a fresh brand strategy and launched a wallet-friendly version of its Autodesk Flow Studio-a move that might have the shyest customers lining up like ducks at a pond. And by harnessing artificial intelligence, their software’s making it easier for creatives to dazzle us without getting tangled in the technical weeds. With such promising ventures, Autodesk appears to hold a map leading straight to the treasure chest of growth.

2. Hims & Hers Health

Next up, we’ve got Hims & Hers Health (HIMS)-a dandy digital wellness platform that connects folks in need of healthcare with licensed practitioners who dish out personalized treatment plans. The wind has been at their back, as their revenue has nearly tripled from 2022 to 2024, leading them into the profitable territory for the first time.

Metric 2022 2023 2024
Revenue $527 million $827 million $1.48 billion
Operating income ($68.7 million) ($29.5 million) $61.9 million
Net income ($65.7 million) ($23.5 million) $126 million
Free cash flow ($29.2 million) $56.3 million $209 million

Come the first half of 2025, Hims & Hers reported a lilting note of continued growth-revenue skyrocketed 90% year over year, sitting pretty at $1.13 billion, while operating income quadrupled to $84.6 million. However, as is apt to happen with ambitious enterprises, their free cash flow took a hit as they opened their pockets wide to fund further expansion.

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Subscriber numbers are looking robust, growing by 31% year on year to hit 2.4 million. Hims & Hers has high-flying aspirations to reach at least $6.5 billion in revenue by 2030, banking on five solid strategies: personalization, specialization, providing follow-up care, global expansion, and creating useful partnerships. They even went and scooped up Zava, a digital health platform over in Europe, extending their reach into the UK and beyond. With personalized healthcare plans as their ship sails, Hims & Hers is sure to charm many a customer in this digital landscape.

3. Affirm Holdings

Last but certainly not least, we have Affirm Holdings (AFRM)-the payments pioneer delivering “buy now, pay later” services faster than you can say “money well spent.” With its platform growing mightier than a Texas Longhorn, their revenues have been hoisted high in recent years, and by the grace of good fortune, free cash flow turned positive in fiscal 2024.

Metric Fiscal 2022 Fiscal 2023 Fiscal 2024
Revenue $1.35 billion $1.59 billion $2.32 billion
Free cash flow ($274 million) ($109 million) $291 million
Gross merchandise volume $4.4 billion $5.5 billion $7.2 billion
Active consumers 13 million 15.6 million 18.6 million

In the first nine months of fiscal 2025, Affirm continued to boom. Revenue expanded by 41%, escalating to $2.3 billion; their free cash flow more than doubled to $578.2 million. In the third quarter, gross merchandise value swelled to $8.6 billion, putting a smile on every investor’s face. As if that weren’t enough, their active customers just about jumped off the charts, reaching 21.9 million.

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With a growing throng of customers and merchants, Affirm is in a virtuous cycle, drawing in more folks with their clever payment solutions. Just this month, they expanded their partnership with Stripe, making it easier for merchants to hop on board the “buy now, pay later” train, further sweetening the pot. So with growth hole-in-one after growth hole-in-one, the clear skies seem to indicate that Affirm will continue to flourish in the years ahead.

So, there you have it, dear investor: Three tech stocks worthy of your hard-earned dollars. As the world sails into this digital age, keep your sights set on these promising ventures. After all, fortune favors the bold, and I’m just guessing your pockets could use a little stuffing! 💰

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2025-08-21 22:08