Wall Street Sees Big Upside Potential in These Four Beleaguered Tech Stocks – Is the Selloff Exaggerated?

Four high-profile technology stocks have lost between 23% and 37% of their value so far in 2026, although the Nasdaq 100 remains nearly flat for the year. Wall Street’s analyst community hasn’t been tracking the market’s decline, and the gap between where these stocks trade and where analysts say they belong has grown so large that it’s attracting attention. Whether this gap represents a real opportunity or a warning sign depends on what triggered the sell-off and how durable the underlying companies actually are.

The four names: The Trade Desk (NASDAQ:TTD), Oracle (NYSE:ORCL), ServiceNow (NYSE: NOW) and AppLovin (NASDAQ:APP). Each has a different story, but a common thread runs through them all. Strong fundamentals, aggressive analyst price targets and stock prices that have moved sharply in the wrong direction.

Trade Desk: A 37% decline with no explanation missing

The trade desk is down 37% year-to-date and is trading at $23.95 as of February 26th. The analysts’ consensus price target is…