Investment strategist Shay Boloor has outlined ten sub-$10 billion market-cap companies he believes are positioned to benefit from powerful long-term trends heading into 2026.

In an X post on December 13, the analyst’s list covered diverse fields including artificial intelligence infrastructure, cloud computing, healthcare innovation, energy storage, and emerging-market logistics. 

The selections emphasize companies building essential platforms and hard infrastructure rather than short-term market narratives.

Ondas Holdings (NASDAQ: ONDS)

Ondas (NASDAQ: ONDS) is building a wireless connectivity layer for industrial and autonomous drones, a segment seeing rising adoption across defense, logistics, and infrastructure monitoring. 

Recent market activity reflects strong revenue growth momentum and expanding exposure to autonomous systems, although the stock has remained volatile as investors assess execution risks tied to scaling and acquisitions. At press time, ONDS was trading at $8.75, up more than 230% year to date.

Cipher Mining (NASDAQ: CIFR)

Cipher Mining (NASDAQ: CIFR) is increasingly viewed as a digital infrastructure owner rather than a pure crypto miner. Its large-scale power and data-center assets are seen as well-positioned to support high-performance computing and AI workloads, aligning the company with growing demand for energy-intensive compute infrastructure beyond digital assets. CIFR stock is up over 250% year to date.

Jumia Technologies (NYSE: JMIA)

Jumia (NYSE: JMIA) continues to refine its pan-African e-commerce and logistics model, with recent operational updates pointing to improved order volumes, stronger marketplace activity, and better cost discipline. 

Investors are increasingly focused on its logistics network as a long-term asset as digital commerce penetration across Africa continues to rise. Meanwhile, JMIA shares have had an impressive run in 2025, closing Friday at $12.24, reflecting a gain of about 215%.

DigitalOcean Holdings (NYSE: DOCN)

DigitalOcean (NYSE: DOCN) has regained investor confidence following strong earnings results and improving margins. The company is positioning itself as an AI inference cloud tailored to developers and small-to-midsize businesses, benefiting from steady customer demand, disciplined capital returns, and a clearer path to sustainable profitability. DOCN is trading at $47.66, up 40% year to date.

IREN Limited (NASDAQ: IREN)

IREN (NASDAQ: IREN) is expanding compute capacity at an industrial scale, supported by power-secured data-center infrastructure. Recent financial results showed record profitability alongside progress in AI cloud expansion, reinforcing its transition toward high-performance computing and GPU-driven workloads as demand accelerates. IREN is trading at $40.13, up nearly 285%.

ClearPoint Neuro (NASDAQ: CLPT)

ClearPoint Neuro  (NASDAQ: CLPT) is advancing image-guided navigation platforms for neurosurgeons, targeting greater precision and efficiency in complex brain procedures. While still a small-cap medical technology company, investor interest is tied to its niche positioning, expanding clinical adoption, and the broader push toward technology-enabled surgical care. At press time, CLPT was trading at $12.71, down 18% year to date.

Eos Energy Enterprises (NASDAQ: EOSE)

Eos Energy is developing zinc-based energy storage systems designed for continuous, high-load environments such as data centers. As demand for reliable, around-the-clock compute power grows, interest in alternative storage technologies has increased, placing Eos at the intersection of energy infrastructure and AI-driven power needs. EOSE was trading at $14.84 at press time, up 170% year to date.

Navitas Semiconductor (NASDAQ: NVTS)

Navitas (NASDAQ: NVTS) supplies gallium nitride power chips that improve efficiency in AI data centers and high-voltage applications. While the stock has faced near-term pressure due to cautious guidance and semiconductor cycle concerns, long-term optimism remains tied to GaN adoption as power efficiency becomes critical for next-generation data centers. NVTS was trading at $8.59 at press time, up 145% year to date.

Viking Therapeutics (NASDAQ: VKTX)

Viking Therapeutics (NASDAQ: VKTX) is developing oral and injectable GLP-1 therapies for obesity and diabetes, positioning it within one of the fastest-growing areas of biotechnology. Investor attention remains high as the broader GLP-1 market continues to expand, with upcoming clinical progress viewed as a key catalyst. VKTX was trading around $37, down about 10%.

TransMedics Group (NASDAQ: TMDX)

TransMedics is scaling its organ care system through an expanding fleet and logistics network, aiming to transform transplant transportation and preservation. Recent market focus has centered on the company’s network effect, recurring utilization growth, and the potential to reshape organ transplant infrastructure. TMDX has gained about 90% in 2025 and was trading at $126.79 at press time.

Together, Boloor’s picks focus on companies at the intersection of technology, infrastructure, and healthcare, with exposure to long-term growth themes that could shape market leadership by 2026, despite execution and market risks.

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