In this article, we discuss the 9 Best Emerging Technology Stocks to Invest In Now.
The emerging technology trade has moved beyond the old “AI label equals upside” screen. In 2026, investors are dealing with a more selective market where the useful question is not just whether a company is exposed to artificial intelligence, robotics, autonomy, satellite data, advanced sensing, or next-generation infrastructure, but whether that exposure is starting to show up in revenue, backlog, customer wins, or commercialization. That distinction matters because the broader technology spending cycle remains strong. Gartner expects worldwide AI spending to reach $2.52 trillion in 2026, up 44% year over year, while worldwide IT spending is projected to rise 13.5% to $6.31 trillion, helped by sustained momentum in AI infrastructure and software.
The small-cap end of the market is much messier. Many sub-$1 billion technology companies still have uneven profitability, thin revenue bases, or heavy capital needs. But that is also where investors can find earlier-stage businesses tied to fast-developing areas such as autonomous delivery, 4D LiDAR, AI infrastructure, smart-city intelligence, edge computing, and satellite analytics. McKinsey’s 2025 technology trends framework similarly highlighted agentic AI, advanced connectivity, cloud and edge computing, application-specific semiconductors, robotics, mobility, space technologies, and energy technologies as major areas of innovation.
Methodology
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.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
9. TSS, Inc. (NASDAQ:TSSI)
Number of Hedge Fund Holders: 9
TSS, Inc. (NASDAQ:TSSI) is one of the best emerging technology stocks to invest in now.
The latest investor-relevant update came on May 7, 2026, when TSS, Inc. reported first-quarter results that underscored why the company fits the emerging technology screen, despite a messy top-line comparison. Revenue fell 44% year over year to $55.3 million, mainly because procurement activity normalized after a record-heavy prior-year quarter. The more important detail was the mix: systems integration revenue rose 88% year over year, helped by demand for AI-related and high-performance computing infrastructure. The company said systems integration represented 25% of total revenue, compared with 8% in the prior-year period.
That mix shift made the quarter stronger than the headline revenue decline suggests. Consolidated gross margin improved to 15.9% from 9.3% a year earlier, while adjusted EBITDA rose 1% to $5.3 million. Management also refined its 2026 outlook, saying it now expects full-year adjusted EBITDA toward the high end of its prior $20 million to $22 million range.
TSS, Inc. provides data center services, including AI and high-performance computing infrastructure integration, deployment, procurement, and related services.
8. Gorilla Technology Group Inc. (NASDAQ:GRRR)
Number of Hedge Fund Holders: 11
Gorilla Technology Group Inc. (NASDAQ:GRRR) is one of the best emerging technology stocks to invest in now.
The latest emerging-tech angle came on May 5, 2026, when Gorilla Technology Group Inc. announced that it had secured a strategic land site in Korat, Thailand, for a planned 200MW AI data center campus. The company said the project is expected to support 150MW of IT load and high-density GPU deployments, with the first phase targeted for completion in Q1 2027, subject to approvals and financing. The site covers roughly 100 rai, or about 40 acres, and is being designed with power, dark-fiber connectivity, water access, advanced cooling, and secure access control for AI compute workloads.
The project gives Gorilla a clearer infrastructure angle beyond its existing smart-city and security-intelligence business. Once fully developed, the campus is expected to include six high-density AI data halls, with construction targeted to begin in July 2026, subject to final engineering, permitting, and mobilization. Gorilla said the campus is being structured for phased delivery and is targeting about $1.5 billion in annualized revenue from the project starting in 2028, subject to customer contracting, deployment ramp-up, and full commercial utilization.
Gorilla Technology Group Inc. provides AI-driven infrastructure, security intelligence, network intelligence, business intelligence, IoT technology, data center, smart city, video intelligence, edge computing, and cybersecurity solutions.
7. Serve Robotics Inc. (NASDAQ:SERV)
Number of Hedge Fund Holders: 13
Serve Robotics Inc. (NASDAQ:SERV) is one of the best emerging technology stocks to invest in now.
The latest emerging-tech story came on May 7, 2026, when Serve Robotics Inc. reported first-quarter results that gave investors a clearer look at its physical AI ramp. Revenue reached $3.0 million, up 238% sequentially and 578% year over year, reflecting growth across the company’s robot fleet, software services, and newer healthcare robotics exposure following its Diligent Robotics acquisition. Serve said the deal expanded its operating footprint to 44 cities across 14 states, while its combined indoor and outdoor fleet was approaching 2 million cumulative deliveries.
The operating metrics also supported the growth angle. Daily active robots rose to 812 in Q1 from 547 in Q4 2025 and 73 in Q1 2025, while daily supply hours increased to 10,295 from 6,676 sequentially. Serve also said software services contributed about one-third of Q1 revenue, with just under half of total revenue now recurring. The company reaffirmed its 2026 revenue guidance of about $26 million, though it remains in heavy investment mode, with a GAAP net loss of $49.0 million in Q1.
Serve Robotics Inc. designs and operates autonomous robots for delivery, healthcare, and other real-world service environments.
6. Satellogic Inc. (NASDAQ:SATL)
Number of Hedge Fund Holders: 15
Satellogic Inc. (NASDAQ:SATL) is one of the best emerging technology stocks to invest in now.
The latest emerging-tech story came on April 30, 2026, when Satellogic Inc. announced a $12 million agreement with a sovereign defense customer to deliver a commissioned, in-orbit NewSat satellite from its operational Aleph-1 constellation. The deal covers the sale and transfer of ownership and operations of the satellite, along with support to help the customer command the satellite and process and use its data for military and civilian applications. The transfer process is expected to begin immediately and be completed in early 2027, subject to contractual and regulatory milestones.
The agreement gives Satellogic a direct sovereign-defense angle, which is useful for an emerging technology list focused on commercial traction rather than just market excitement. Instead of waiting through a traditional multi-year satellite procurement cycle, the customer is buying an already commissioned, flight-proven asset, which Satellogic said can speed up access to independent Earth observation capability. The company also said the transaction reflects demand from sovereign nations for direct access to space-based intelligence, while allowing Satellogic to keep capacity in its own constellation for existing and new data and analytics customers.
Satellogic Inc. is a vertically integrated geospatial company that designs, manufactures, operates, and commercializes high-resolution Earth observation satellites and related data services.
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. 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. 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 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 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. 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. 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. 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. 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 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 develops AI-enhanced lithium-metal and lithium-ion batteries, energy storage systems, drone batteries, and AI-driven battery-material discovery technology.
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