3 Hypergrowth Tech Stocks to Buy in 2025

The Trump administration's "Liberation Day" tariffs against most of America's trading partners recently deflated many high-growth tech stocks. Higher tariffs, particularly against Asian countries, could strangle the supply chains of major American tech companies such as Apple and HP. Reciprocal tariffs from those markets would further throttle their overseas sales.

Those headwinds will probably drive more investors toward tariff-resistant stocks in other sectors and fixed-income investments such as CDs and T-bills. Therefore, it might seem like an awful time to buy the tech sector's hypergrowth stocks.

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However, investors who plan to hold their stocks for a few years instead of a few quarters might find some compelling buying opportunities in this messy market. Let's look at three of those hypergrowth stocks -- Nvidia (NASDAQ: NVDA), Palantir Technologies (NASDAQ: PLTR), and Reddit (NYSE: RDDT) -- and see why they might be worth accumulating in this seller's market.

1. Nvidia

Nvidia, the world's largest producer of discrete GPUs, has been one of the market's hottest AI stocks. Its GPUs were once mainly associated with gaming and graphics, but they're now widely used to process complex machine learning and AI tasks.

Nvidia faces near-term headwinds from higher tariffs and tighter export curbs on its shipments to China. However, it still controls about 98% of the data center GPU market, according to TechInsights, and it doesn't face any meaningful competitors. So as long as the AI market keeps expanding, the market's demand for its chips should continue to outstrip its available supply.

Nvidia's revenue and adjusted earnings per share (EPS) surged 114% and 130%, respectively, in fiscal 2025, which ended this January. But analysts expect its revenue and adjusted EPS to rise another 56% and 52%, respectively, in fiscal 2026 as the AI boom continues. Those are incredible growth rates for a stock that trades at just 23 times forward earnings.

Nvidia could certainly miss those estimates as the macro headwinds intensify, but it's still selling the best picks and shovels for the AI gold rush. If you expect it to keep expanding, its 30% year-to-date decline might represent a great buying opportunity.

2. Palantir Technologies

Palantir is a data mining and analytics company that operates two main platforms: Gotham for its government clients and Foundry for its commercial clients. Its platforms aggregate data from disparate sources to help its clients make smarter data-based decisions, and it's been streamlining that process with more integrated AI services. Most U.S. government agencies already use Gotham to gather and analyze their data, while Foundry is serving a growing number of large corporations.

Palantir's near-term growth could be throttled by the Trump administration's plans to curb defense spending, the impact of its tariffs on its commercial business, and its own premium valuations. Even after its 12% decline over the past month, it still trades at about 154 times its forward-adjusted earnings.

Yet Palantir's revenue growth is accelerating and its profits are soaring. Its revenue rose 17% in 2023, 29% in 2024, and it anticipates 31% growth in 2025. It also turned profitable in 2023, and its net income grew 120% in 2024.

Analysts expect its net income to rise another 59% in 2025. That acceleration was driven by the rapid growth of its U.S. commercial business and new government contracts. So if you believe Palantir's business of cleaning up and analyzing massive amounts of data will continue to grow, it could be a good growth stock to nibble on as the market swoons.

3. Reddit

Reddit carved out its niche by blending together a social network, discussion forums, and a news aggregator. That combination set it apart from other social media platforms and made it a top destination to find user-driven topics and discussions.

In 2024, Reddit's revenue surged 62%, its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) turned positive, and its number of daily active unique visitors increased 39% year over year to 101.7 million. That growth was driven by discussions about politics, global conflicts, investments, and pop culture topics.

For 2025, analysts expect Reddit's revenue and adjusted EBITDA to rise 39% and 99%. With an enterprise value of $15.5 billion, it looks reasonably valued at 26 times this year's adjusted EBITDA. However, its stock was nearly cut in half this year because it generates most of its revenue from ads -- and that business could slow down significantly as higher tariffs and other macro headwinds rip through the broader economy.

Yet even if Reddit stumbles over the next few quarters, it could continue to grow over the next few years as it challenges search engines, news sites, and social networks. That makes it a stock worth accumulating as the bulls look the other way.

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Leo Sun has positions in Apple. The Motley Fool has positions in and recommends Apple, HP, and Nvidia. The Motley Fool has a disclosure policy.