As big tech continues to drive markets to unprecedented heights in 2025, investors are keenly eyeing tech stock tips. With some prices soaring and debates over a potential AI bubble persisting, the tech sector remains a focal point for many. Despite differing opinions on the existence of a bubble, one fact is clear: AI is here to stay, both in our lives and in the stock market.
The challenge now lies in identifying which companies are innovating and resilient, and which are becoming complacent. While the “Magnificent Seven” tech giants are well-known, Morningstar has spotlighted other promising contenders in its Best Global Stock Ideas for November. Among over 80 names, the focus here is on the top tech picks from Australia and the US, markets accessible to most investors.
Australia’s Top Tech Stock Ideas
WiseTech Global (ASX: WTC)
WiseTech Global recently found itself in the headlines when the Australian Federal Police raided its head offices due to an ASIC investigation into share trading activities by three directors over 2024-2025. Although no charges have been filed, the company’s stock has dipped to its lowest in over a year following the raid.
Despite these controversies, including governance concerns and the founder Richard White stepping down as CEO, Morningstar analysts remain optimistic. They argue,
“We believe these issues and the risk of White leaving are overly discounted in the price. The business is well-established with a deep bench of talented people, it has no competitors of note and it is still early in its market opportunity.”
Antares’ Nick Pachias echoed this sentiment, highlighting a new commercial model and a significant acquisition poised to drive long-term growth. However, Morgans Financial has removed WiseTech from their best ideas list due to governance concerns. WiseTech holds a Five-Star Morningstar rating and is considered to be at a 50% discount to its fair value estimate of $138/share as of October 31, 2025.
SiteMinder Ltd (ASX: SDR)
SiteMinder, a hotel e-commerce platform, has been a favorite among fund managers and brokers. Macquarie recently spotlighted it as a top small-cap pick, and Seneca Financial’s Ben Richards sees it as a future market leader, citing its growth potential.
Lakehouse Capital’s Donny Buchanan describes SiteMinder as a “rare offering,” noting its clean balance sheet and strong unit economics. Morningstar analysts expect the hotel industry to consolidate around scaled software providers like SiteMinder, which can spread large fixed costs across a broad customer base. SiteMinder holds a Four-Star Morningstar rating and is deemed to be at a 34% discount to fair value estimates of $10.75 as of October 31, 2025.
US Tech Stock Highlights
Sabre Corp (NYSE: SABR)
Sabre Corp, the largest global distribution system provider for air bookings, has seen its stock fall by 40% over the past year. Despite not being profitable yet, it is growing its revenue steadily. The company is currently involved in a court case against British Airways for cost reimbursements.
Morningstar notes that Sabre faces near-term uncertainty due to US policy and geopolitical factors but believes the company has a unique competitive advantage.
“Replicating Sabre’s distribution platform would face material aggregation and/or processing hurdles,”
analysts stated. Sabre holds a Four-Star Morningstar rating and is considered to be at a 32% discount to fair value estimates of US$3.00/share as of October 31, 2025.
HubSpot Inc (NYSE: HUBS)
HubSpot, a CRM platform provider, has seen a recent price rebound after launching new products and partnerships, including a ChatGPT integration. It recently announced the acquisition of XFunnel, an AEO start-up, which will be integrated into its platform.
Morningstar has strong confidence in HubSpot’s future, citing its success in scaling midmarket companies and moving into larger organizations. HubSpot holds a Four-Star Morningstar rating and is considered to be at a 29% discount to fair value estimates of US$690/share as of October 31, 2025.
Microsoft Corp (NASDAQ: MSFT)
Microsoft, one of the “Magnificent Seven,” remains a popular choice among fund managers. Munro Partners’ Nick Griffin highlights its consistent trading multiple and potential in the cloud business. Microsoft continues to innovate, recently launching the Agentic Launchpad with NVIDIA and WeTransact.
Morningstar views Microsoft as a leader in AI, supported by its Azure cloud service and partnership with OpenAI. Microsoft holds a Four-Star Morningstar rating and is considered to be at a 14% discount to fair value estimates of US$600/share as of October 31, 2025.
Global Perspectives
While Australian and US stocks dominate investor attention, Morningstar also highlights opportunities in Europe and Asia. Companies like Tencent Holdings remind investors of the potential beyond domestic markets. Although direct investment in these regions can be challenging, they remain worth watching.
As the tech sector evolves, these companies represent a blend of innovation and resilience, offering investors diverse opportunities in an ever-changing market landscape.
