WSW, NY, January 19th, 2026, FinanceWire
When infrastructure became a market theme in 2021, investors who recognized it early captured substantial gains. Aging systems needed upgrades, government money was flowing, and certain companies benefited disproportionately.
A similar dynamic may now be unfolding in smart city infrastructure. The smart city market is reportedly expected by to grow to $300 billion by 2032, and The global Intelligent Transportation Systems market specifically is projected to reach $65.33 billion by 2032. According to industry reports, 66% of U.S. cities are currently investing in smart city technologies.
Unlike speculative sectors, smart city infrastructure involves tangible contracts with government customers and measurable outcomes. The money is already moving – but the players in the smart city supply chain are often less known.
The Company Making It Happen
Actelis Networks (NASDAQ: ASNS) operates in this space with technology specifically designed for infrastructure modernization. The company’s hybrid-fiber networking solutions deliver fiber-grade connectivity by upgrading existing copper or mixed infrastructure, rather than requiring cities to rip out legacy wiring.
This distinction matters because full fiber replacement is expensive and time-consuming. Cities face budget constraints and cannot afford extended roadway closures. Actelis offers rapid deployment that transforms existing infrastructure into gigabit-capable networks, supporting data-intensive applications like traffic cameras, signal timing systems, and congestion monitoring.
The company’s solutions are also cyber-hardened, featuring end-to-end encryption designed to protect critical infrastructure. This positions Actelis at the intersection of two growing municipal concerns: faster connectivity and better security, and is the reason why they have sold to both municipal and federal agencies, alongside military bases.
The City Wins Tell A Story
What separates Actelis from companies that merely discuss addressable markets is its accumulating record of actual deployments in major U.S. cities.
In December 2024, Actelis announced an order from Seattle’s Department of Transportation. Seattle was recently named the smartest city in the U.S., and selected Actelis’ technology to power traffic management applications including signals, cameras, and congestion monitoring systems.
In Washington DC, the company built an even larger presence. Actelis announced an approximately $2.3 million order in May 2024, modernizing the DC Department of Transportation’s network connectivity infrastructure. The nation’s capital ranks as the most congested city in the country, making efficient traffic management essential. Actelis has since received multiple follow-on orders from the City, the most recent in November 2025, collaborating with multi-billion dollar integrator M.C. Dean.
The momentum seems to have continued into 2025. In February, Actelis secured an order for Ventura County, California’s Systemic Countywide Signalized Intersection Improvement Project. In April, the company announced an order to modernize Orange County, California’s intelligent transportation infrastructure, serving a county with over 3 million residents.
Internationally, Actelis has expanded into municipalities in Germany and motorway projects in Italy.
Why The Timing May Matter
The pattern emerging here resembles early-stage positioning in a sector that has yet to attract widespread retail investor attention. Smart city infrastructure lacks the excitement of artificial intelligence, but it offers something those sectors often do not: government customers with allocated budgets and critical needs.
Actelis operates as a micro-cap, trading with limited analyst coverage. The company has one wall street analyst covering it who has previously assigned it a $5 price target. For most retail investors, this corner of the market remains largely undiscovered.
However, the company’s wins in Seattle, Washington DC, Orange County, and Ventura County seem to demonstrate the value it brings to governmental players – a sector that is not easy to sell to. Moreover, follow-on orders suggest customer satisfaction and potential for expanded relationships.
Looking Ahead
Smart city infrastructure may not generate headlines the way AI does, but it represents a growing market with tangible government demand. Actelis Networks seems to have positioned itself as a provider of choice for major U.S. municipalities seeking to modernize traffic systems without the cost of full fiber replacement.
The company’s accumulating city wins suggest its technology is solving real problems for customers with real budgets. For investors looking beyond crowded sectors, the smart city infrastructure space may be worth watching as municipal modernization spending continues.
Read this next >> NETCLASS TECHNOLOGY INC Announces Closing of $2.4 Million Private Placement (PIPE) Financing (NASDAQ: NTCL)
Recent News Highlights from Actelis
Actelis Networks CEO Issues Letter to Shareholders
Actelis Networks Announces Pricing of $5 Million Public Offering
Important Disclaimers and Disclosures: The author, Wall Street Wire, is a content and media technology platform that connects the market with under-the-radar companies. The platform operates a network of industry-focused media channels spanning finance, biopharma, cyber, AI, and additional sectors, delivering insights on both broader market developments and emerging or overlooked companies. The content above is a form of paid promotional content and advertising. Wall Street Wire receives cash compensation from Actelis Networks Inc for promotional media services provided on an ongoing subscription basis and specifically during this period as detailed in the disclosures linked below. This content is for informational purposes only and does not constitute financial or investment advice. Wall Street Wire is not a broker-dealer or investment adviser. Full compensation details, information about the operator of Wall Street Wire, and the complete set of disclaimers and disclosures applicable to this content are available at: wallstwire.ai/disclosures. Market size figures, price targets, or research or other estimates referenced in this article are quoted from publicly available sources believed to be reliable, however we do not independently verify or endorse them, and additional figures or estimates may exist. This article has not been reviewed or approved by the issuer prior to publication nor should it be considered an official communication of the issuer.