U.S. Tech Top Stock Picks from Analysts

Fabrinet

Market Cap: US$15.1b

Provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services in North America, the Asia-Pacific, Europe, and internationally.

TTM Technologies

Market Cap: US$11.3b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

Advanced Energy Industries

Market Cap: US$11.0b

Provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally.

Viavi Solutions

Market Cap: US$9.1b

Engages in the provision of test and measurement and optical technologies for military, aerospace, railway and first responder communications in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Ondas

Market Cap: US$4.7b

Provides private wireless, drone, and automated data solutions in the United States and internationally.

Mirion Technologies

Market Cap: US$3.7b

Provides radiation detection, measurement, analysis, and monitoring products and services in North America, Europe, and the Asia Pacific.

Bel Fuse

Market Cap: US$3.5b

Designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits.

IPG Photonics

Market Cap: US$3.0b

Develops, manufactures, and sells fiber lasers, fiber amplifiers, diode lasers, and laser-based systems used in materials processing, medical, and advanced applications.

Infleqtion

Market Cap: US$2.9b

Engages in the development and commercialization of quantum technology products in the United States, Europe, and Asia.

Ouster

Market Cap: US$2.6b

Engages in the production and sale of lidar sensor kits for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

nLIGHT

Market Cap: US$2.5b

Engages in the design, development, manufacture, and sale of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications.

Calix

Market Cap: US$2.5b

Engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Quantum Computing

Market Cap: US$1.9b

An integrated photonics company, provides quantum machines to commercial and government markets in the United States.

Netlist

Market Cap: US$1.8b

Designs, manufactures, and markets memory subsystems for the server, high-performance computing, and communications markets in the United States and internationally.

Arlo Technologies

Market Cap: US$1.4b

Provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.

Unusual Machines

Market Cap: US$1.2b

Engages in the commercial drone industry.

Aeva Technologies

Market Cap: US$1.1b

Engages in the design, manufacture, and sale of LiDAR sensing systems, and related perception and autonomy-enabling software solutions in North America, Europe, Oceania, and Asia.

Evolv Technologies Holdings

Market Cap: US$950.9m

Develops, manufactures, markets, and sells security screening products and specific services in the United States and internationally.

Daktronics

Market Cap: US$917.8m

Designs, manufactures, and sells electronic display systems and related solutions for sports, commercial, and transportation applications in the United States and internationally.

Gilat Satellite Networks

Market Cap: US$766.4m

Provides satellite-based broadband communication solutions in Israel, the United States, Peru, and internationally.

ADTRAN Holdings

Market Cap: US$626.2m

Provides networking and communications platforms, software, systems, and services in the United States, Germany, the United Kingdom, and internationally.

NETGEAR

Market Cap: US$563.1m

Provides networking technologies for businesses, homes, and service providers in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

PowerFleet

Market Cap: US$398.0m

Provides artificial intelligence-of-things (AIoT) solutions for managing high-value enterprise and mid-market assets in North America, Israel, Africa, Europe, the Middle East, Australia, and internationally.

Ribbon Communications

Market Cap: US$364.8m

Provides communications technology in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

One Stop Systems

Market Cap: US$275.3m

Designs, manufactures, and markets rugged high-performance compute, high speed switch fabrics, and storage systems for edge applications of artificial intelligence and machine learning, sensor processing, sensor fusion, and autonomy in the United States and internationally.

Canaan

Market Cap: US$268.1m

Engages in the research and development, design, and sale of integrated circuits, and bitcoin mining equipment and related components.

Lantronix

Market Cap: US$256.1m

Develops, markets, and sells industrial and enterprise internet of things (IoT) products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan.

Immersion

Market Cap: US$250.3m

Engages in the business of intellectual property (IP) that engages user sense of touch when operating digital devices in North America, Europe, and Asia.

Vuzix

Market Cap: US$234.7m

Designs, manufactures, and markets artificial intelligence (AI)-powered smart glasses, waveguides, and augmented reality (AR) technologies in North America, Europe, the Asia Pacific, and internationally.

Ceragon Networks

Market Cap: US$187.2m

Provides wireless transport solutions for cellular operators and other wireless service providers in North America, Europe, Africa, the Asia Pacific, the Middle East, India, and Latin America.

RF Industries

Market Cap: US$115.9m

Engages in the design, manufacture, and marketing of interconnect products and systems in the United States, Canada, Germany, China, and internationally.

AmpliTech Group

Market Cap: US$103.7m

Designs, engineers, and assembles micro-wave component-based amplifiers.

LGL Group

Market Cap: US$93.7m

Engages in the design, manufacture, and marketing of time and frequency instruments in the United States and internationally.

Arbe Robotics

Market Cap: US$83.0m

A semiconductor company, provides 4D imaging radar solutions to suppliers of parts or systems, autonomous ground vehicles, and commercial and industrial vehicles in Sweden, the United States, China, Hong Kong, and Germany.

Genasys

Market Cap: US$76.5m

Designs, develops, and sells critical communications hardware and software solutions to alert, inform, and protect people principally in the Asia Pacific, North and South America, Europe, the Middle East, and Africa.

Mobilicom

Market Cap: US$75.8m

Provides software and cybersecurity solutions and hardware products that are embedded into small-sized drones, unmanned aerial vehicles (SUAVs), and robotic systems in Israel, the United States, Canada, and internationally.