U.S. Tech Top Stock Picks from Analysts

Fabrinet

Market Cap: US$16.9b

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

IonQ

Market Cap: US$16.0b

Develops quantum computing systems in the United States, Switzerland, and Internationally.

Mirion Technologies

Market Cap: US$4.3b

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

Ondas

Market Cap: US$4.1b

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

Calix

Market Cap: US$2.6b

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.

Infleqtion

Market Cap: US$2.4b

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

Quantum Computing

Market Cap: US$2.0b

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

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.

Evolv Technologies Holdings

Market Cap: US$1.1b

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

Daktronics

Market Cap: US$961.8m

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

Netlist

Market Cap: US$951.2m

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

Gilat Satellite Networks

Market Cap: US$908.5m

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

Unusual Machines

Market Cap: US$899.0m

Engages in the commercial drone industry.

NETGEAR

Market Cap: US$616.8m

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$560.5m

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$408.6m

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

Quantum

Market Cap: US$394.5m

Provides products for storing and managing digital video and unstructured data in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Forward Industries

Market Cap: US$316.4m

Operates as a Solana (SOL) focused digital asset treasury company.

Canaan

Market Cap: US$229.8m

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

Immersion

Market Cap: US$223.4m

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

Lantronix

Market Cap: US$223.0m

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.

Ceragon Networks

Market Cap: US$213.6m

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.

Vuzix

Market Cap: US$207.9m

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.

Inseego

Market Cap: US$142.6m

Engages in the design and development of cloud-managed wireless wide area network (WAN) and intelligent edge solutions for businesses, consumers, and governments in the United Stated, Europe, and internationally.

Virtuix Holdings

Market Cap: US$101.3m

Through its subsidiaries, develops and manufactures virtual reality (VR) hardware and software.

Arbe Robotics

Market Cap: US$87.4m

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$82.4m

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.

Zepp Health

Market Cap: US$78.3m

Operates as a smart wearable and health technology company worldwide.

Mobilicom

Market Cap: US$65.1m

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.

AEye

Market Cap: US$62.1m

Provides physical AI sensing solutions for vehicle autonomy, advanced driver-assistance systems (ADAS), robotic vision applications, and non-automotive applications in the United States, Europe, and the Asia Pacific.

Comtech Telecommunications

Market Cap: US$57.2m

Provides critical communications technology and solutions in the United States and internationally.

Data I/O

Market Cap: US$36.1m

Engages in the design, manufacture, and sale of programming and security deployment systems and services for electronic device manufacturers in the United States, Germany, China, Mexico, and Korea.

B.O.S. Better Online Solutions

Market Cap: US$29.9m

Provides intelligent robotics, radio frequency identification (RFID) products, and supply chain solutions for enterprises in Israel, East Asia, India, the United States, Europe, and internationally.

Franklin Wireless

Market Cap: US$27.9m

Provides integrated wireless solutions in North America and Asia.

Rail Vision

Market Cap: US$10.9m

Designs, develops, assembles, and sells railway detection systems for railway operational safety, efficiency, and predictive maintenance in Israel, Latin America, Central America, and the United States.

MultiSensor AI Holdings

Market Cap: US$10.6m

MultiSensor AI Holdings, Inc. builds and deploys integrated condition monitoring and early threat detection solutions that connect multiple sensor types through a unified edge-to-cloud software architecture in the United States and internationally.