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These 3 small-cap companies are astatine the forefront of autonomous drones, sidewalk robotics, and quantum computing.
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All 3 are posting triple-digit gross maturation portion burning currency and trading astatine speculative valuations.
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Investors should dainty these arsenic high-risk, option-like positions alternatively than portfolio cornerstones.
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10 stocks we similar amended than Ondas ›
Wall Street loves talking astir artificial quality (AI) successful the abstract -- unreality graphics processing units (GPUs), information lakes, ample connection models. But AI's adjacent section is physical. It's drones patrolling borders autonomously, robots rolling down sidewalks with your dinner, and quantum chips tackling problems classical computers can't touch. These 3 tiny companies beryllium astatine the bleeding borderline of that transformation, and the marketplace is lone conscionable opening to notice.
Ondas Holdings (NASDAQ: ONDS) has evolved from a niche backstage wireless vendor into a defense-adjacent autonomy platform. Through the Ondas Autonomous Systems part -- which houses American Robotics and Airobotics -- Ondas provides afloat automated, AI-driven drone systems for military, borderline security, and concern inspection applications.
The numbers archer the story. Third-quarter 2025 gross deed $10.1 million, up 582% twelvemonth implicit year, driven by deliveries of Iron Drone and Optimus systems to defence and nationalist information customers. Management has raised its 2025 guidance to $36 cardinal and is targeting $110 cardinal successful 2026 revenue, with affirmative net earlier interest, taxes, depreciation, and amortization (EBITDA) expected successful the 2nd half.
The existent catalyst? Ondas conscionable won a strategical authorities tender to deploy an autonomous border-protection strategy involving thousands of drones -- beating large defence primes arsenic the premier contractor. The archetypal acquisition bid is expected successful January 2026. With $433 cardinal successful currency and astir treble this magnitude connected a pro forma basis, Ondas has the runway to execute. The hazard is dilution -- Ondas raised astir $855 cardinal since June -- and declaration execution successful a notoriously slow-moving authorities procurement environment.
Serve Robotics (NASDAQ: SERV) is betting that last-mile transportation becomes a robot-first business. Serve's AI-powered sidewalk robots present run crossed Los Angeles, Miami, Chicago, Atlanta, and Fort Lauderdale, having completed implicit 100,000 deliveries from much than 2,500 restaurants.
What changed successful 2025 was the diversification of platforms. In October, Serve struck a woody with DoorDash to grow robotic deliveries beyond the existing Uber Technologies partnership. That breaks exclusivity and dramatically expands imaginable bid volume. Q3 gross accrued astir 210% twelvemonth implicit year, and Serve aims to deploy 2,000 robots crossed the U.S. by year-end.

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