Top 3 Picks
2026 Outlook
Through 2026, sector growth is expected to accelerate on 5G-Advanced and early 6G deployments, plus expanded low-Earth orbit satellite capacity for global coverage. Private 5G and edge-computing use cases in manufacturing, rail, and defense are projected to drive double-digit revenue gains for specialized vendors. Margin expansion should follow as scale improves and supply-chain costs normalize.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Ondas Holdings Inc. Common Stock
|
63.9 | $7.62 | $2.4B |
|
2
|
CommScope Holding Company, Inc.
|
61.3 | $19.58 | $3.5B |
|
3
|
Viasat Inc
|
59.0 | $75.32 | $3.9B |
|
4
|
Unusual Machines, Inc.
|
57.7 | $23.76 | $462M |
|
5
|
Airgain, Inc. Common Stock
|
56.9 | $5.25 | $50M |
|
6
|
Planet Labs PBC Redeemable warrants, each whole warrant exercisable for one share of Class A common stock, each at an exercise price of $11.50 per share
|
56.0 | $23.71 | -- |
|
7
|
Energous Corporation
|
55.7 | $10.73 | $12M |
|
8
|
Aviat Networks, Inc.
|
53.3 | $19.78 | $290M |
|
9
|
Qualcomm Inc
|
52.1 | $168.74 | $179.6B |
|
10
|
Satellogic Inc. Warrant
|
52.1 | $0.54 | -- |
|
11
|
Satellogic Inc. Class A Ordinary Shares
|
49.9 | $4.64 | $352M |
|
12
|
BlackSky Technology Inc.
|
49.4 | $20.50 | $795M |
|
13
|
Vuzix Corporation
|
48.8 | $2.44 | $269M |
|
14
|
BK Technologies Corporation
|
48.1 | $73.16 | $298M |
|
15
|
Digital Ally, Inc. Common Stock
|
47.2 | $0.87 | $3M |
In-Depth Analysis: Top Telecom Equipment Stocks
ONDS
Ondas Holdings Inc designs, develops, manufactures, sells, and supports FullMAX Software Defined Radio (SDR) technology in the United States, Israel, and India. The company operates in two business segments namely Ondas Networks and Ondas Autonomous Systems. The company generates maximum revenue from Ondas Autonomous Systems through the sales of the Optimus system and separately priced support, maintenance, and ancillary services …
Ondas Holdings matters in the Telecom Equipment sector for its FullMAX SDR technology, which supports mission-critical wireless networks across the US, Israel, and India via its Ondas Networks and Ondas Autonomous Systems segments.
The company reports a 96.2% profit margin and 19.3% ROE alongside 1235.4% revenue growth, reflecting strong margins and operational leverage in its SDR and autonomous systems businesses.
ONDS offers exposure to high-growth private wireless and autonomous systems markets, backed by 1235.4% revenue expansion and a 63.9/100 Tradestie Score. Segment momentum in Ondas Networks positions the firm for scaled adoption of SDR solutions by 2026. Investors may benefit from the combination of 96.2% margins and 19.3% ROE as commercial deployments accelerate.
COMM
CommScope Holding Co Inc is a provider of infrastructure solutions for communication, data center, and entertainment networks. The company provides solutions for wired and wireless networks to enable service providers, including cable, telephone, data center, and digital broadcast satellite operators and media programmers, to deliver media, voice, Internet Protocol (IP) data services, and Wi-Fi to their subscribers and allow enterprises …
CommScope matters in the Telecom Equipment sector as a key provider of infrastructure solutions for wired and wireless networks, serving cable, telephone, data center, and digital broadcast satellite operators to support broadband, 5G, and connectivity demands.
CommScope reports a solid profit margin of 17.6% and 50.6% revenue growth, yet its ROE of -1838.4% signals severe financial distress and equity erosion that undermines overall health, with a P/E of 16.3 reflecting tempered market expectations.
Investors should consider buying COMM in 2026 given its 50.6% revenue growth and 61.3/100 Tradestie Score, which highlight expanding demand for network infrastructure amid 5G and data center buildouts. The 16.3 P/E offers reasonable valuation for potential recovery in profitability. These factors position the stock for upside if revenue momentum sustains and balance sheet pressures ease.
VSAT
Viasat Inc provides bandwidth technologies and services in three segments: communication services and defense and advanced technologies. The communication services segment provides a wide range of broadband and narrowband communications solutions across government and commercial mobility markets, as well as for residential and enterprise fixed broadband customers: and the defense and advanced technologies segment develops and offers a diverse array …
Viasat Inc delivers satellite-based broadband and narrowband communications solutions across government and commercial mobility markets, positioning it as a key provider of bandwidth technologies in the Telecom Equipment sector. Its defense and advanced technologies segment further supports secure infrastructure needs in satellite and mobility applications.
Viasat reports a -0.6% profit margin and 0.2% ROE, reflecting near-breakeven operations with minimal returns on equity, alongside -1.2% revenue growth that signals contracting performance. The 59.0/100 Tradestie Score underscores moderate sector standing amid these metrics.
VSAT could attract 2026 investment as satellite demand in government mobility and defense contracts offsets the current -1.2% revenue decline through expanded bandwidth deployments. Efficiency gains may lift the 0.2% ROE and convert the -0.6% profit margin to positive territory as commercial 5G and narrowband solutions scale. The 59.0/100 Tradestie Score leaves room for upside if defense segment growth accelerates.
UMAC
Unusual Machines Inc is engaged in serving the American drone industry by building and selling drone components.
Unusual Machines Inc. matters in the Telecom Equipment sector as a supplier of drone components that support connectivity-dependent applications in surveillance and data transmission networks. Its 687.3% revenue growth highlights rapid scaling within a niche tied to telecom-enabled infrastructure.
UMAC's -20.3% profit margin and -2.9% ROE reflect ongoing losses despite 687.3% revenue growth, signaling weak current financial health and limited returns on equity from its expansion phase.
Investors should consider UMAC in 2026 for its 687.3% revenue growth, which positions the company to achieve operating leverage and margin improvement at scale. Domestic focus on American drone components aligns with rising demand for integrated telecom-drone systems, potentially lifting the 57.7/100 Tradestie Score. Sustained top-line expansion could drive positive ROE as fixed costs dilute over higher volumes.
AIRG
Airgain Inc is engaged in providing antenna technologies. These technologies can be used to enable performance wireless networking across devices and markets which include connected homes, enterprises, automotive, and the Internet of Things. It also provides solutions to complex radio frequency, engineering challenges, and improving wireless service that require higher throughput, broad coverage footprint, and carrier-grade quality. Geographically, it derives …
Airgain, Inc. supplies specialized antenna and RF engineering solutions that enable high-performance wireless connectivity across IoT, automotive, enterprise, and connected-home markets, supporting core infrastructure needs in the Telecom Equipment sector.
Airgain reports a -13.7% profit margin and -23.7% ROE alongside 0.6% revenue growth, reflecting persistent operating losses and weak capital efficiency that limit near-term financial flexibility.
The company's RF expertise aligns with rising 5G and IoT deployment cycles expected through 2026, offering a pathway to accelerate revenue above the current 0.6% pace. Its Tradestie Score of 56.9/100 indicates moderate momentum that could translate into margin recovery if design wins in automotive and enterprise segments scale. Investors may view the stock as a niche play on wireless infrastructure expansion once operating leverage improves.
PL.WS
Planet Labs PBC is an Earth-imaging company. It uses space to help life on Earth by imaging the world every day and making change visible, accessible, and actionable. Its platform includes imagery, insights, and machine learning that empower companies, governments, and communities around the world to make timely decisions about the evolving world. Its solutions are Broad Area Management. Its …
Planet Labs PBC matters in the Telecom Equipment sector by supplying daily satellite imagery and machine learning insights that enable telecom operators to optimize network infrastructure deployment and monitor global site changes at scale.
Limited financial data and a Tradestie Score of 56.0/100 indicate moderate financial health with likely ongoing cash burn from constellation expansion, constraining near-term profitability while asset value accrues.
PL.WS warrants at an $11.50 exercise price provide leveraged exposure to Planet's data platform growth in 2026 as telecom demand rises for geospatial analytics supporting 5G and fiber rollout. Daily imaging capabilities position the company to capture recurring revenue from infrastructure monitoring contracts. Score improvement from 56.0/100 could catalyze re-rating if sector adoption accelerates.
WATT
Energous Corp has developed wireless power networks technology (WPNT), consisting of semiconductor chipsets, software controls, hardware designs, and antennas, that enable radio frequency (RF) based charging for Internet of Things (IoT) devices. The WPN technology provides a comprehensive suite of capabilities designed to power the next generation of wireless energy networks, seamlessly delivering power and data across diverse, battery-free device …
Energous Corporation's WPNT technology, comprising semiconductor chipsets, software, hardware, and antennas for RF-based charging of IoT devices, positions it as an innovator in the Telecom Equipment sector supporting expansion of connected infrastructure.
With a -76.4% profit margin and -32.8% ROE, Energous shows persistent losses and negative equity returns, though 216.8% revenue growth indicates scaling operations that could support future financial stabilization.
WATT's 216.8% revenue growth and 55.7/100 Tradestie Score provide a foundation for investor interest in 2026 as IoT network adoption rises. The company's comprehensive WPNT suite could secure market share in telecom equipment, potentially converting high growth into positive margins. This trajectory supports upside if semiconductor and antenna deployments accelerate.
AVNW
Aviat Networks Inc provides wireless transport and access networking solutions designed to support telecommunications operators and private network providers situated in various countries. The company offers a range of microwave and millimeter wave radios, network management tools, and services that enable high-capacity, secure, and reliable data transport over wireless networks. Its products serve diverse clients including mobile operators, public safety …
Aviat Networks supplies microwave and millimeter wave radios plus network management tools that enable wireless transport and backhaul for telecom operators and private networks across multiple countries, filling a specialized role in the Telecom Equipment sector where fiber alternatives remain essential for 5G and rural connectivity.
Profit margin of 0.6% and ROE of 1.0% reflect weak current earnings power and minimal returns on equity, while 4.8% revenue growth shows modest top-line expansion; the P/E of 101.7 signals the market is discounting substantial future margin improvement that has not yet materialized.
Revenue growth of 4.8% combined with exposure to millimeter wave and microwave demand positions AVNW for upside if telecom capex accelerates in 2026, particularly in private networks and emerging markets. A Tradestie Score of 53.3/100 leaves room for re-rating if operating leverage lifts margins above current 0.6% levels, and the elevated P/E of 101.7 already embeds expectations for earnings normalization that could drive multiple expansion on delivery.
QCOM
Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G, 4G, and 5G networks. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly …
Qualcomm Inc. matters in the Telecom Equipment sector as its CDMA and OFDMA patents form the core standards for 3G, 4G, and 5G networks, licensed by virtually all smartphone manufacturers.
Qualcomm shows strong profitability with a 21.0% profit margin and 33.8% ROE, reflecting efficient operations and capital returns, though offset by -4.0% revenue growth and a P/E of 19.4.
Investors should consider QCOM in 2026 given its foundational IP position in expanding 5G networks, which supports sustained licensing revenue. The 33.8% ROE and 21.0% margins indicate durable financial strength to capitalize on wireless tech demand. A P/E of 19.4 provides an attractive entry point relative to sector peers amid ongoing 5G adoption.
SATLW
Satellogic Inc is a provider of satellite imagery to governments and commercial customers globally. It geographically operates in North America, Europe, Asia and South America. It derives maximum revenue from Asia Pacific.
Satellogic delivers high-resolution satellite imagery that supports telecom network planning, tower site selection, and infrastructure monitoring for operators across North America, Europe, Asia, and South America, with Asia Pacific generating the largest revenue share.
Limited financial data and a Tradestie Score of 52.1/100 indicate unclear profitability and moderate financial health, reflecting challenges in scaling satellite operations while deriving the bulk of revenue from the Asia Pacific region.
Demand growth for satellite-derived geospatial data in telecom infrastructure expansion across Asia Pacific could accelerate revenue in 2026 as operators invest in 5G and rural coverage. Global operations in four continents provide geographic diversification that may improve margins once scale is achieved. The 52.1/100 score leaves headroom for multiple re-rating if operational metrics strengthen.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.