Today's Small Cap Stocks Pulse
Deep Fission targets up to $1.66B valuation in fresh Nasdaq IPO
Deep Fission announced a Nasdaq IPO seeking $157M at $24‑$26 per share, which would value the company at as much as $1.66B. The filing shows its cash deficit widened to $88.1M in March from $56.2M in December.
Viemed Healthcare Q1 2026 Update – VMD
Viemed Healthcare posted Q1 2026 revenue of $75.4 million, up 27% from a year ago, and gross profit of $42.8 million. Adjusted EBITDA reached $14.3 million, though margin fell to 19% as capex declined to $5.5 million and debt was trimmed to $8.3 million. Strong growth came from ventilator rentals, sleep‑resupply, and a rapid rollout of maternal‑health services adding roughly 4,000 new patients. Management raised full‑year revenue guidance to $312‑$320 million and lowered the capital‑intensity target to 9‑10.5% of revenue.
Data Center Surge Makes Optics a New Bottleneck
$COHR delivered a clean BEAT and RAISE on every line that mattered, and the data center business is now the entire story. Record revenue, expanding margins, accelerating bookings, a structural tailwind from CPO. The stock is selling off post-print due...
Staying the Course: TMDX’s Long‑Term Thesis Remains Intact
Excellent post (below) on $TMDX, I'll do another detailed post in the next few days however in the meantime I'm doing calls with sell-side analysts and management. Here's what I'll say for now... Today is obviously frustrating for long-term shareholders but I...
PHX Energy Services Q1 2026 Update – PHX.TO
PHX Energy Services posted Q1 2026 revenue of C$183.9 million (≈US$136 million), a 5% decline from a year ago, while gross profit fell 25% to C$30.4 million (≈US$22.5 million). Adjusted EBITDA dropped 26% to C$30 million (≈US$22.2 million), pushing the dividend yield to 6.8% on a C$11.80...
Mutual Funds Accelerate Launch of New Passive Investment Products
Mutual‑fund houses in India are fast‑tracking new passive ETFs as equity markets recover. SBI Mutual Fund will debut two ETFs – the Nifty200 Value 30 and the Nifty Smallcap 250 – on May 7, offering value‑screened large‑cap exposure and broad small‑cap coverage. Groww...
Despite Enthusiasm over Its ChatGPT Tie-Up, Criteo’s Shares Slide on Downgraded Revenue Forecast
Criteo announced a partnership with OpenAI that generated excitement, but its Q1 results fell short of expectations, prompting a share‑price decline. Revenue dropped 6% year‑on‑year to $425 million, with retail‑media revenue plunging 31% to $41.3 million. The company cut its 2026 revenue...
Google AI Mode Adds Direct Links, Boosting RDDT
Def a big positive For $RDDT looks like GOOG is making some positive changes to AIO and AI Mode. crushes the bear thesis on $RDDT - #1) more direct links embedded inside AI answers, #2) Explore suggestions puses users...
BWEN Sells Wind Assets, Cash Use Remains Unclear
$BWEN finally selling wind business is what it should have done a long time ago, or at the very least, last year when they disposed of a related asset. Will they burn through $19M in cash from the sale or...
Sequans Posts 25% Revenue Drop in Q1, Abandons Bitcoin Treasury Strategy
Sequans Communications reported Q1 revenue of $6.1 million, a 24.8% decline from a year earlier. The drop reflects a comparison effect after a strong Q1 2025 quarter boosted by Qualcomm licensing fees. Despite the revenue slump, product sales surged 45% year‑on‑year and...
Vernal Capital Acquisition Corp Prices $100 Million SPAC IPO
Vernal Capital Acquisition Corp announced the pricing of its initial public offering, raising $100 million through 10 million units at $10 per unit. The units will begin trading on the New York Stock Exchange under the ticker VECAU on May 6, 2026, with...
Buy on Weakness: Gaming Ad Consolidation Gains Momentum
Macro: gaming ad consolidation Key: Super League closed Misfits Ads—adds programmatic & rewarded video, Roblox reach >100M. Risk: negative LTM EBITDA, tiny market cap, Q4 miss. Trade: buy on weakness — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Fluidra Posts Early Q1 2026 Transcript, Signals Trend Watch
Fluidra’s Q1 2026 earnings transcript is already up on Seeking Alpha—even though it’s still 2025. Placeholder or sneak peek? Keep an eye on FLDAY for pool & equipment trends. EarningsWatch
Tech Drives Entravision Surge as Radio Segment Loses Ground
Entravision Communications posted a 114% jump in consolidated Q1 2026 revenue, driven primarily by its Advertising Technology and Services segment, which surged 204% to $154.6 million. The ATS growth was anchored by AI‑enhanced programmatic platforms and a single Asian advertiser that...
TMCR’s New Royalty Deal Creates Positive Cash Flow Perpetual
The Koala likes this deal but in particular the option to buy another 1% of the 4% royalty in the 45 days after closing for The Metals Royalty Company $TMCR DRI is one of the least appreciated growth commodities by consensus...
Cal‑Maine Poised for Upside as Egg Prices Dip
Egg prices are in a down-cycle, but market leader Cal-Maine (CALM) might be a buy. Strong balance sheet, low costs, and value-added eggs could fuel the next up-cycle. 💰🥚 EggStocks
Resources Top 5: Caprice Soars 67% on Bonanza Gold, Redcastle Closes in on Production
Caprice Resources announced a bonanza‑grade gold intercept at its Island project in Western Australia, with a 22‑metre section averaging 66.2 g/t Au and an 8‑metre zone of 181 g/t, sending the stock up 67%. Redcastle Resources secured a Mining Development and Closure...
NuWays Trims Target to €250, Keeps Buy on DO & CO
$DOC - Holding Equity Small Caps FI NuWays sets DO & CO price target at EUR 250, keeps buy rating NuWays reiterated BUY on DO & CO, cut 12-month target price to EUR 250 from EUR 266, citing a more cautious near-term...
Capillary Tech Q4 Profit Surges to ₹434M, Revenue Climbs
Capillary Tech Q4 Cons Net Profit Jumps to ₹434M vs ₹80M QoQ Capillary Technologies reports Q4 consolidated net profit of ₹434M vs ₹80M QoQ, with FY26 revenue rising to ₹7,345.99M from ₹5,982.59M in FY25. CAPILLARY 579.70 38.90 (7.19%)
Wed 6 May 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott released his weekly Small/Mid‑Cap Value Report on May 6, 2026. The edition provides in‑depth coverage of four stocks—ELCO, HSW, TRN and BBSN—while offering brief commentary on a further 15 tickers. The analysis emphasizes valuation metrics, cash‑flow generation, and sector positioning...
LEEEF's Margins Double, Cash Flow Soars via SCR Cost Cut
$LEEEF just reported their strongest quarter ever with gross margins more than doubling, cash flow surging while prices were compressing in CA. This is the power of Salisbury Canyon Ranch. $25-$50 per pound COGS, become $8 per pound. Now they...
KEDM Proves to Be a Top Idea Generator
KEDM is one of the best idea generators out there 👇 (and I’ve tried a LOT of different research in the past) If you can, it’s 💯 worth it
Sound Point Meridian Capital Preferreds: Inadequate Compensation For Embedded Credit Risk
Sound Point Meridian Capital’s preferred shares (SPMA, SPME) currently trade near par and offer an approximate 8% dividend yield. However, the company’s fundamentals have deteriorated, with common‑stock NAV dropping from about $20 at the IPO to roughly $9.5 and asset‑coverage...
Pre‑IPO Investors Rush Secondary Placement, Questioning Timing
#TBTG secondary placing..by pre IPO investors https://t.co/6SwtreIygb …not really sure why they couldn’t wait another 20 days https://t.co/O7EucFGYXK
Micro Cap/Small Cap Ratio Hits Potential Inflection Point
Micro Cap/Small Cap Ratio- 2006 to Present Potential inflection point in play $IWC $RUT $SPY https://t.co/olmWYdPYHO
Cricut, Inc. (CRCT) Q1 2026 Earnings Call Transcript
Cricut, Inc. hosted its first‑quarter 2026 earnings conference call on May 6, 2026, featuring CEO Ashish Arora, CFO Kimball Shill and VP of Finance Michael Hoade. The call was webcast live and the transcript, slides, and supplemental data were posted to investor.cricut.com. Analysts from Morgan...
FTEK's Governance Flaws Make It Prime Activist Target
$FTEK may have somewhat of a governance problem and would be an interesting activist target. Little insider buying and the minimum Board approved bonus structure of $5M in bookings/1M contracts, given a “$70/$100M data center pipeline,” is a joke. And...
AVXL CEO Chris Missling Fired for Cause
$AVXL CEO Chris Missling - fired. The 8K spells it out. Terminated for cause. https://t.co/HzBCPfX0gV One of biotech's worst peddlers of bullshit is gone. I might actually miss him. https://t.co/ZbDslD7jGj
Velocity Financial CFO Sells $30,358 in Stock After Strong Q4 Results
Velocity Financial CFO Mark R. Szczepaniak sold 1,573 shares of common stock for $30,358 on May 1, pricing the sale at $19.30 per share. The transaction comes as the company reports a robust fourth‑quarter fiscal 2025, yet the insider’s divestment...
Promising 3‑5 Year Opportunities in RDCM, RELY, DRVN
New post: sharing some ideas with attractive 3-5 year outlooks. Lots of interesting opportunities in the current environment. I talk a little about $RDCM, $RELY, $DRVN and a few more. https://t.co/jqC1Yqe8S7
Austral Resources Returns 15.98% Copper Grades From Drilling at Cameron River’s Snow Queen Prospect
Austral Resources (ASX: AR1) announced drilling results from the Snow Queen prospect that include a 10‑metre interval grading 7.52% copper, with a standout 4‑metre section at 15.98% copper. The high‑grade intercept confirms a breccia‑controlled mineralised corridor along the Hardway Granite...
BlackRock-Backed GIP Mulls IPOs for Pristine, Ascend at $500 Mn Valuations
BlackRock‑backed Global Infrastructure Partners (GIP) is weighing initial public offerings for its Indian assets Pristine Logistics and Ascend Telecom, each slated at roughly $600 million. The move follows BlackRock’s $12.5 billion acquisition of GIP two years ago and signals an exit strategy...
Kosmos Energy Posts $225.6 Million Q1 Loss, Shares Slide 4.3%
Kosmos Energy Ltd. announced a net loss of $225.57 million for the first quarter of 2026, more than double the loss a year earlier. The loss was driven by a surge in net derivative and exploration expenses, while revenue rose to...
Labrador Iron Ore Royalty Corp Q1 Profit Falls 38% as Iron Ore Prices Slip
Labrador Iron Ore Royalty Corp posted first‑quarter earnings of C$13.19 million, a 38% decline from the same period a year earlier, as iron‑ore prices weakened. Revenue slipped 0.8% to C$35.88 million, underscoring pressure on the royalty model amid a softening steel market.
CRWV Reports Negative EBIT, No Interest Coverage
“Reminder that $CRWV has negative EBIT (4Q annualized) using 7-yr life for its GPU depreciation. Zero coverage of interest.” @RealJimChanos
Rxsight Inc (RXST) Q1 2026 Earnings Call Transcript
RxSight reported fourth‑quarter 2025 sales of $32.6 million, a 19% year‑over‑year decline driven by sharply lower Light Delivery Device placements. The Light Adjustable Lens now represents 86% of revenue, lifting gross margin to a record‑high 77.5%. Despite a full‑year revenue increase...
Bridger Aerospace Group Holdings Inc (BAER) Q1 2026 Earnings Call Transcript
Bridger Aerospace Group Holdings (BAER) posted a full‑year revenue of $122.8 million, a 25% increase, and returned to profitability with $4.1 million net income after a loss the prior year. Adjusted EBITDA rose to $45.3 million, reflecting stronger margins on its Super Scooper...
Universal Technical Institute Inc (UTI) Q2 2026 Earnings Call Transcript
Universal Technical Institute reported Q2 2026 revenue of $221.4 million, a 6.7% year‑over‑year increase, driven by both its UTI and Concord divisions. Total new student starts rose 13.8% to 7,569, while average full‑time active students grew 7.2% to 26,385. The...
Taysha Gene Therapies Inc (TSHA) Q1 2026 Earnings Call Transcript
Taysha Gene Therapies announced that its Rett syndrome gene therapy TSHA-102 has moved into pivotal development, securing FDA Breakthrough Therapy designation and written alignment on both the REVEAL pivotal and ASPIRE trial designs. Early Phase 1/2 data showed a 100%...
908 Devices Inc (MASS) Q1 2026 Earnings Call Transcript
908 Devices reported Q4 2025 revenue of $17.4 million, a 21% year‑over‑year increase, driven by strong demand for its Explorer and newly launched Viper platforms. Adjusted EBITDA turned positive at $700,000, a stark reversal from a $4 million loss a year...
Safety Insurance Group Inc (SAFT) Q1 2026 Earnings Call Transcript
Safety Insurance Group reported a solid first‑quarter 2026 performance, with net premiums earned climbing 9% to $75.1 million and gross premiums written up 5.6% to $88.5 million. The company posted a combined ratio of 93.2% and retained 92.4% of renewing policies, delivering...
Steven Madden Ltd (SHOO) Q1 2026 Earnings Call Transcript
Steven Madden reported Q1 2026 consolidated revenue of $653.1 million, an 18% increase largely fueled by the Kurt Geiger acquisition, while organic revenue fell 4.8% because of a steep private‑label decline. Direct‑to‑consumer sales exploded 83.8% year‑over‑year, yet the DTC segment posted an...
Madrigal Pharmaceuticals Inc (MDGL) Q1 2026 Earnings Call Transcript
Madrigal Pharmaceuticals reported its Q1 2026 earnings, highlighting that Rezdiffra generated $958 million in net sales for its first full year, nearly $1 billion in total revenue. Patient enrollment rose to 36,250, reflecting strong sequential growth in the expanding MASH market. The...
Taboola.com Ltd (TBLA) Q1 2026 Earnings Call Transcript
Taboola.com Ltd. reported Q4 2025 revenue of $522.3 million, up 6%, and full‑year revenue of $1.91 billion, up 8%. Ex‑TAC gross profit grew 7% to $714 million with a 41% margin, while adjusted EBITDA reached $215.5 million, delivering a 30% margin. Free cash flow...
Savers Value Village Inc (SVV) Q1 2026 Earnings Call Transcript
Savers Value Village reported Q1 2026 net sales of $403 million, an 8.9% increase, with U.S. sales rising 11.2% and comparable store sales up 6.4%. Canadian segment profit margin expanded 310 basis points despite a 0.6% dip in comparable sales, reflecting...
One Stop Systems Inc (OSS) Q1 2026 Earnings Call Transcript
One Stop Systems reported Q1 2026 revenue of $12.0 million, a 70.2% year‑over‑year increase, and achieved a record gross margin of 58.5%. The company completed the divestiture of its Bressner subsidiary, generating $22.4 million and sharpening its focus on rugged AI compute...
Gold Royalty Corp (GROY) Q1 2026 Earnings Call Transcript
Osisko Gold Royalties reported a strong Q1 2021, delivering nearly 20,000 gold equivalent ounces (GEOs) with a 97% cash margin. Record royalty and stream revenue reached CAD49 million, driving net earnings of CAD10.6 million versus a loss the prior year....
Accuray Inc (ARAY) Q3 2026 Earnings Call Transcript
Accuray reported Q3 fiscal 2026 revenue of $104.8 million, up 3% sequentially but down 7% year‑over‑year, with product revenue falling 13% and service revenue slipping 1%. Gross margins contracted to 24.1% as higher parts consumption and tariffs eroded profitability. The...
Agilon Health Inc (AGL) Q1 2026 Earnings Call Transcript
Agilon Health reported Q1 2026 revenue of $1.42 billion, down from a year earlier, as Medicare Advantage and ACO REACH memberships slipped to 426,000 and 110,000 respectively. Despite the headcount decline, medical margin rose to $149 million and adjusted EBITDA more than doubled...
Zevra Therapeutics Inc (ZVRA) Q1 2026 Earnings Call Transcript
Zevra Therapeutics reported Q1 2026 net revenue of $36.2 million, a 78% year‑over‑year increase, driven primarily by MyPlifer sales of $24.6 million and a $10.2 million expanded‑access program. The company completed the $50 million divestiture of its SDX portfolio, recorded a $43.3 million one‑time gain...
Holley Inc (HLLY) Q1 2026 Earnings Call Transcript
Holley Inc. posted Q4 2025 net sales of $155.4 million, a 10.9% year‑over‑year increase, and delivered full‑year revenue of $613.5 million—the first annual growth since 2021. Gross margin rose to 46.8% and adjusted EBITDA reached $33.2 million with a 21.4% margin, reflecting pricing...