As the new wave of 2026 approaches, savvy investors are keeping a watchful eye on smaller market-cap companies poised for outstanding growth. Shay Boloor, a notable investment strategist, recently unveiled ten under-$10 billion stocks with immense potential to benefit from transformative, long-term trends.
10 Sub-$10 Billion Market-Cap Stocks Positioned for Growth
From artificial intelligence (AI) to healthcare innovation, here are the top stocks recommended for 2026:
1. Ondas (NASDAQ: ONDS)
Ondas develops advanced wireless connectivity solutions for industrial and autonomous drones, vital in defense, logistics, and infrastructure monitoring. With over 230% growth in 2025, this emerging leader promises further opportunities in autonomous systems.
2. Cipher Mining (NASDAQ: CIFR)
Formerly branded solely as a crypto miner, Cipher Mining now focuses on digital infrastructure. Its cutting-edge energy and data-center assets align seamlessly with rising demands for high-performance computing and AI systems. CIFR has rallied by 250% year-to-date.
3. Jumia (NYSE: JMIA)
Known as Africa’s leading e-commerce giant, Jumia’s logistics network has captured investor attention. As digital commerce adoption accelerates across the continent, JMIA’s marketplace has showcased resilience, delivering 215% growth this year.
4. DigitalOcean (NYSE: DOCN)
Specializing in cloud services for SMBs and developers, DigitalOcean is carving a niche in AI inference and sustainable profit models. With a 40% uptick, its AI-centric approach is attracting steady demand from small businesses.
5. Iris Energy (NASDAQ: IREN)
Iris Energy (IREN) capitalizes on high-performance compute demands through its AI-oriented cloud expansion. With record profits in 2025, the stock surged by nearly 285%, highlighting its robust approach to GPU-driven workloads.
6. ClearPoint Neuro (NASDAQ: CLPT)
This medical technology company specializes in navigation platforms for neurosurgeons. Backed by clinical advancements and an increasingly technology-driven healthcare scene, CLPT remains a strong contender for long-term portfolios.
7. Eos Energy Enterprises (NASDAQ: EOSE)
Zinc-based energy storage systems by Eos Energy are revolutionizing the data center world, creating efficient power solutions suited to AI workloads. EOSE stock has seen a strong 170% upward surge this year.
8. Navitas Semiconductor (NASDAQ: NVTS)
Navitas supplies gallium nitride chips built to power AI data centers efficiently. With a 145% increase this year, NVTS stays relevant in optimizing energy for next-generation infrastructures.
9. Viking Therapeutics (NASDAQ: VKTX)
Viking Therapeutics is making waves in diabetes and obesity treatment with its GLP-1 therapies. Given the rapid growth in this biotech niche, VKTX has become a key player to watch in 2026.
10. TransMedics (NASDAQ: TMDX)
Focused on improving organ transplant logistics, TransMedics is leveraging its innovative care systems for scalable growth. With gains of about 90% last year, TMDX is early in reshaping global transplant infrastructure.
How to Stay Ahead as an Investor
The selected companies operate at the exciting intersection of technology, healthcare, and sustainability. Whether disrupting infrastructure or enabling healthcare transformation, these stocks are well-poised for market leadership over the next few years.
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