3 Nasdaq 100 Stocks on Our Watchlist

By Anthony Lee | March 04, 2026, 11:34 PM

CRWD Cover Image

The Nasdaq 100 (^NDX) is packed with high-growth companies, and while the market is competitive, some are pulling ahead. A handful of standout businesses are continuing to scale, delivering strong financials and market leadership.

Finding the best companies in the Nasdaq 100 isn’t always obvious, and that’s why we started StockStory. That said, here are three Nasdaq 100 stocks driving the future of tech.

CrowdStrike (CRWD)

Market Cap: $102.8 billion

Known for detecting the massive SolarWinds hack in 2020 that compromised numerous government agencies, CrowdStrike (NASDAQ:CRWD) provides cloud-based cybersecurity solutions that protect endpoints, cloud workloads, identity, and data through its Falcon platform.

Why Are We Backing CRWD?

  1. Billings growth has averaged 26% over the last year, indicating a healthy pipeline of new contracts that should drive future revenue increases
  2. Sales outlook for the upcoming 12 months implies the business will stay on its desirable two-year growth trajectory
  3. Well-designed software integrates seamlessly with other workflows, enabling swift payback periods on marketing expenses and customer growth at scale

CrowdStrike is trading at $409.38 per share, or 17.1x forward price-to-sales. Is now the right time to buy? See for yourself in our full research report, it’s free.

Analog Devices (ADI)

Market Cap: $166.7 billion

Founded by two MIT graduates, Ray Stata and Matthew Lorber in 1965, Analog Devices (NASDAQ:ADI) is one of the largest providers of high performance analog integrated circuits used mainly in industrial end markets, along with communications, autos, and consumer devices.

Why Are We Fans of ADI?

  1. Impressive 14.9% annual revenue growth over the last five years indicates it’s winning market share this cycle
  2. Operating margin expanded by 10.4 percentage points over the last five years as it scaled and became more efficient
  3. Strong free cash flow margin of 36.7% enables it to reinvest or return capital consistently, and its improved cash conversion implies it’s becoming a less capital-intensive business

Analog Devices’s stock price of $341.50 implies a valuation ratio of 28.3x forward P/E. Is now the time to initiate a position? Find out in our full research report, it’s free.

AMD (AMD)

Market Cap: $329.5 billion

Founded in 1969 by a group of former Fairchild semiconductor executives led by Jerry Sanders, Advanced Micro Devices (NASDAQ:AMD) is one of the leading designers of computer processors and graphics chips used in PCs and data centers.

Why Are We Bullish on AMD?

  1. Annual revenue growth of 28.8% over the last five years was superb and indicates its market share increased during this cycle
  2. Demand for the next 12 months is expected to accelerate above its two-year trend as Wall Street forecasts robust revenue growth of 34.8%
  3. Earnings growth has massively outpaced its peers over the last five years as its EPS has compounded at 26.4% annually

At $201.85 per share, AMD trades at 28.5x forward P/E. Is now a good time to buy? See for yourself in our comprehensive research report, it’s free.

Stocks We Like Even More

WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don't just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses.

But our AI platform says the party isn't over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating Stocks for Free HERE.

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.

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