In this article, we will list the 5 Best Emerging Technology Stocks to Invest In Now. Please visit 9 Best Emerging Technology Stocks to Invest In Now if you’d like to see an extended list.
For this list, we focused on emerging technology stocks with market caps below $1 billion and looked for companies with a clearer link between theme exposure and recent business traction. We finally ranked them on the number of hedge funds holding stakes in them as of Q4, 2025.
5. Everspin Technologies, Inc. (NASDAQ:MRAM)
Number of Hedge Fund Holders: 18
Everspin Technologies, Inc. (NASDAQ:MRAM) is one of the best emerging technology stocks to invest in now.
The latest emerging-tech story came on April 8, 2026, when Everspin Technologies, Inc. (NASDAQ:MRAM) announced a strategic manufacturing agreement with Microchip Technology to expand U.S.-based production capacity for MRAM and Tunnel Magnetoresistive sensor products. The initial 10-year agreement, which can be extended in two-year increments, gives Everspin an onshore manufacturing path at Microchip’s Oregon fabrication facility while allowing the company to retain ownership of its intellectual property and manufacturing process.
The agreement strengthens Everspin’s position in a niche but important part of the semiconductor market. Everspin said the partnership will create a second onshore source for MRAM and TMR sensor products, increase wafer capacity, support supply continuity into the next decade, and add ITAR-capable wafer processing. The company will continue manufacturing wafers at its Chandler, Arizona, facility while using its existing production experience as the benchmark for bringing up the Microchip line. First products from the collaboration are expected to ship in the second half of 2027.
Everspin Technologies, Inc. (NASDAQ:MRAM) develops and manufactures magnetoresistive random-access memory products for industrial, data center, automotive, aerospace, and other mission-critical applications.
4. Rezolve AI Limited (NASDAQ:RZLV)
Number of Hedge Fund Holders: 18
Rezolve AI Limited (NASDAQ:RZLV) is one of the best emerging technology stocks to invest in now.
The latest emerging-tech story came on April 30, 2026, when Rezolve AI Limited (NASDAQ: RZLV) reported first-quarter revenue of $60 million, based on unaudited management accounts. That figure exceeded the company’s audited full-year 2025 revenue of $46.8 million in just 90 days, giving the stock a clearer growth angle within AI commerce. Rezolve said the Q1 performance reflected increasing production revenue across its enterprise customer base, including deployments of Brain Commerce, Brain Checkout, and brainpowa technologies. The company also said it entered 2026 with a $232 million-plus annualized revenue run-rate, based on December 2025 monthly recurring revenue of $19.4 million.
The update matters because Rezolve is trying to position itself around “agentic commerce,” in which AI systems move beyond product recommendations to become part of discovery, checkout, payments, and loyalty workflows. The company reaffirmed its 2026 revenue guidance of $360 million, with Q1 representing about 17% of that target, and said it expects to deliver the plan and reach profitability without raising equity capital. The numbers remain preliminary, but they give Rezolve one of the strongest recent revenue-growth stories among sub-$1 billion emerging-technology names.
Rezolve AI Limited (NASDAQ:RZLV) develops AI-powered commerce technology for retailers and brands, including conversational intelligence, checkout, payments, loyalty, and enterprise commerce infrastructure.
3. Palladyne AI Corp. (NASDAQ:PDYN)
Number of Hedge Fund Holders: 18
Palladyne AI Corp. (NASDAQ:PDYN) is one of the best emerging technology stocks to invest in now.
The latest emerging-tech story came on May 5, 2026, when Palladyne AI Corp. (NASDAQ:PDYN) reported first-quarter results for what it called its first full quarter as a vertically integrated defense and industrial AI company. Revenue increased 107% year over year to $3.5 million, while backlog stood at approximately $17 million as of March 31, 2026, net of revenue recognized. The company also said it booked about $7 million in new contract awards during the quarter and reiterated full-year 2026 revenue guidance of $24 million to $27 million, implying roughly 357% to 415% growth from 2025 revenue of $5.2 million.
The quarter also gave Palladyne a clearer autonomy angle. The company highlighted collaborative autonomous swarming work involving Gremlin-X, IntelliSwarm, Red Cat platforms, and SwarmOS, along with follow-on BRAIN flight-computer orders from an existing defense prime customer. Palladyne also expanded into the space domain through an Air Force Research Lab HANGTIME award, where SwarmOS is expected to coordinate autonomous systems across satellite, aerial, and ground domains. The company remains early-stage and loss-making, with a Q1 operating loss of $11.9 million, but its backlog, defense programs, and embodied-AI focus make it one of the more direct emerging technology names in the sub-$1 billion market.
Palladyne AI Corp. (NASDAQ:PDYN) develops embodied AI, collaborative autonomy software, advanced avionics, autonomous systems, UAV engineering services, and precision-manufactured components for defense and industrial markets.
2. Aeva Technologies, Inc. (NASDAQ:AEVA)
Number of Hedge Fund Holders: 25
Aeva Technologies, Inc. (NASDAQ:AEVA) is one of the best emerging technology stocks to invest in now.
The latest emerging-tech story came on May 6, 2026, when Aeva Technologies, Inc. (NASDAQ:AEVA) reported first-quarter results showing stronger commercial traction across automotive and physical AI applications. Revenue rose to $6.3 million from $3.4 million a year earlier, marking another record quarter, while total available liquidity stood at $224.5 million as of March 31, 2026. The company also highlighted deployments across defense, infrastructure, factory automation, and autonomous trucking, giving its 4D LiDAR platform a broader story than passenger-vehicle adoption alone can tell.
The same day, Aeva said it delivered initial Atlas C-sample 4D LiDAR sensors to Daimler Truck North America and Torc Robotics for a planned SAE Level 4 autonomous Freightliner Cascadia program. Aeva is the exclusive long-range LiDAR supplier for the program, and the Atlas platform is designed to detect objects at distances of up to 500 meters while measuring both range and velocity. That milestone followed Nikon’s April 29 commercial deployment of its APDIS MV5X Laser Radar system powered by Aeva’s Eve sensor technology, extending Aeva’s platform into automated industrial inspection.
Aeva Technologies, Inc. (NASDAQ:AEVA) develops advanced sensing and perception systems, including 4D LiDAR, lidar-on-chip technology, perception software, and related solutions for automated driving, industrial automation, smart infrastructure, robotics, and other applications.
1. SES AI Corporation (NYSE:SES)
Number of Hedge Fund Holders: 25
SES AI Corporation (NYSE:SES) is one of the best emerging technology stocks to invest in now.
The latest emerging-tech story came on April 23, 2026, when SES AI Corporation (NYSE:SES) reported first-quarter results showing early progress in its shift from long-cycle EV battery development toward near-term revenue from energy storage systems, drone batteries, and AI-enabled battery materials. Revenue reached $6.7 million, up 47% from $4.6 million in the fourth quarter of 2025, while gross margin improved to 18.1% from 11.3%. The company also reduced its GAAP net loss to $12.1 million from $17.0 million in the prior quarter and ended Q1 with about $178 million in liquidity.
The update gives SES a more concrete commercialization angle within advanced batteries. During the quarter, SES entered a $20 million multiyear distribution agreement with ATG EPower for energy storage systems and completed the conversion of its Chungju, South Korea, manufacturing line from EV pouch cells to drone-format pouch cells, with capacity ramping toward one million cells annually. SES also reaffirmed full-year 2026 revenue guidance of $30 million to $35 million.
SES AI Corporation (NYSE:SES) develops AI-enhanced lithium-metal and lithium-ion batteries, energy storage systems, drone batteries, and AI-driven battery-material discovery technology.
While we acknowledge the potential of SES to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SES and that has 100x upside potential, check out our report about the cheapest AI stock.
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