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.
EverQuote Q1 2025 Revenue Jumps 83% to $166.6M on Carrier Spend and AI‑Driven Growth
EverQuote reported $166.6 million in Q1 2025 revenue, an 83% year‑over‑year rise, powered by a 175% jump in enterprise carrier spend and a 22% lift in agency operations. The insurtech firm also posted $8 million net income, $22.5 million adjusted EBITDA and a cash balance of $125 million, while forecasting 34% revenue growth for Q2.
Talk to Management Early to Uncover Deal‑Breaker Insights
When investing in small public companies you can’t afford to wait until the end of your due diligence to talk to management. Why? Oftentimes one management conversation unearths differential insights that make the company completely un-investable or 3x more interesting...
AXT’s Revenue Grows 17% in Q1 After Greater-than-Expected Export Permits
AXT reported Q1 2026 revenue of $26.9 million, up 17% year‑over‑year and slightly above the $26 million forecast, driven primarily by a surge in indium‑phosphide (InP) sales. Export permits from China arrived better than expected, enabling higher InP shipments to U.S. AI...
OnEMI IPO: Retail Oversubscribed, Skip BHNI, Apply 13 Lots
OnEMI Technology IPO Qib : 11.58 time (2150 crore) subscription application wise. retail : 0.3 times shni : 1.55 times bhni : 0.98 times jinko apply krna hh. unke liye suggestion avoid bhni in this. and apply 13 lots retial is best retail category confirm allotment for mutliple...
Resources Top 5: Regis Opens $10.7bn Vault with Gold Merger
Regis Resources and Vault Minerals have agreed to merge, creating a gold producer valued at roughly $7 billion USD with a pro‑forma output of about 700,000 ounces per year. Regis will hold a 51% stake while Vault shareholders retain 49% and...
ASX Resources Quarterly Wrap: Four Brazilian Rare Earths Explorers that Stormed Ahead
The March‑quarter report highlights four ASX‑listed explorers accelerating rare‑earth projects in Brazil. St George Mining boosted its Araxá resource by 75%, now 70.9 Mt at 4.06% TREO, and expanded off‑take partnerships. Axel REE moved its Woolrich deposit into the inaugural in‑situ...
Tue 5 May 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott released his weekly Small/Mid Cap Value Report on May 5, 2026, covering a slate of ticker symbols including PLUS, FTC, RWS, GMS, CAM, KETL, RBN, FAB and LST. While the full analysis is behind a subscription wall, the headline list...
Sarepta, Amylyx and Neumora Look Ahead to Key Catalysts as Q1 Earnings Roll In
Sarepta Therapeutics, Amylyx, and Neumora Therapeutics are set to report Q1 results amid pivotal milestones. Sarepta faces scrutiny after two DMD patient deaths and awaits FDA review of Amondys 45 and Vyondys 53, plus a sirolimus safety study. Amylyx, after pulling its...
LALPATHLAB Reverses Trend, Gains Strong Momentum
Stock to watch LALPATHLAB lower high–lower low pattern. The stock has now reversed its trend and is showing strong momentum. Keep it in your watchlist for a potential trading opportunity #Stocktowatch
CYTK Phase 3 Surges After Long Road to Success
$CYTK Phase 3 hits + Been a long ride in that one, but sweet win https://t.co/daXv0EdCSa
Fidelity’s Three Low‑Cost ETFs Beat Vanguard Peers on Returns
Fidelity’s Enhanced Large‑Cap Growth, Enhanced International and Enhanced Small‑Cap ETFs delivered stronger performance than their Vanguard counterparts, despite only a modest fee premium. The data highlights a growing niche for actively‑tilted, low‑cost ETFs that challenge traditional passive giants.
Credit Acceptance Corp (CACC) Q1 2026 Earnings Call Transcript
Credit Acceptance Corp. announced CEO Brett Roberts’ retirement and named CFO Ken Booth as his successor, emphasizing the firm’s collaborative leadership culture. The earnings call highlighted a 20‑25% rise in collections for March‑April, but quarter earnings were muted due to...
Select Water Solutions Inc (WTTR) Q1 2026 Earnings Call Transcript
Select Water Solutions posted a record 2025 with $1.4 billion revenue and a $260 million adjusted EBITDA, driven by rapid expansion of its Water Infrastructure segment. Recycled produced‑water volumes rose 18% to over 330 million barrels, pushing the segment to become the most...
Cytokinetics Inc (CYTK) Q1 2026 Earnings Call Transcript
Cytokinetics reported a strong commercial debut for MYCorzo, generating $4.8 million in product revenue within the first nine weeks and securing an $11.9 million Bayer milestone payment. The drug saw rapid adoption, with over 425 prescribers and 70% of dispensed...
Oil States International Inc (OIS) Q1 2026 Earnings Call Transcript
Oil States International reported Q4 2025 results with consolidated revenue of $178 million, up 8% sequentially and year‑over‑year, driven by offshore and international markets. Adjusted EBITDA rose 9% to $23 million, while cash flow from operations surged 63% to $50 million, allowing the...
Talos Energy Inc (TALO) Q1 2026 Earnings Call Transcript
Talos Energy reported a strong 2025 performance, delivering $1.2 billion adjusted EBITDA, $418 million adjusted free cash flow and a 30% lower operating cost versus offshore peers. The company generated $72 million in free‑cash‑flow improvements—half recurring—and returned roughly 44% of free cash flow...
Neuronetics Inc (STIM) Q1 2026 Earnings Call Transcript
Neuronetics reported Q1 2026 results highlighting an 86% revenue surge to $41.8 million, driven largely by the integration of Greenbrook clinic operations. The company posted a net loss of $7.2 million, but achieved positive operating cash flow in the fourth...
Par Pacific Holdings Inc (PARR) Q1 2026 Earnings Call Transcript
Par Pacific Holdings reported adjusted EBITDA of $634 million for 2025, a 13% increase year‑over‑year, and adjusted net income of $390 million, or $7.56 per share. Liquidity surged to a record $915 million, while gross term debt fell by $310 million, placing the company...
Mercury Systems Inc (MRCY) Q3 2026 Earnings Call Transcript
Mercury Systems reported Q2 FY2026 results with bookings of $288 million, a 1.23 book‑to‑bill ratio and a record backlog nearing $1.5 billion. Revenue rose 4.4% to $233 million and adjusted EBITDA jumped 36% to $30 million, lifting the margin to 12.9%. Gross margin slipped...
Grail Inc (GRAL) Q1 2026 Earnings Call Transcript
GRAIL reported Q1 2026 results showing revenue of $36.2 million, a 26% year‑over‑year increase, driven by 45,000 Gallery tests sold—a 39% volume rise. The company completed a $325 million private placement and secured a pending $110 million equity investment from Samsung to accelerate...
AudioCodes Ltd (AUDC) Q1 2026 Earnings Call Transcript
AudioCodes reported Q1 2021 revenue of $58.8 million, a 13.1% year‑over‑year increase, driven by strong growth in services, Microsoft‑related solutions, and Conversational AI. GAAP net income rose to $10 million, while non‑GAAP operating margin reached 22.4%, surpassing internal targets. The company highlighted...
Ocugen Inc (OCGN) Q1 2026 Earnings Call Transcript
Ocugen reported major clinical progress across its gene‑therapy pipeline, completing enrollment for the OCU400 Phase 3 Limelight trial and delivering strong 12‑month efficacy data for OCU410 in geographic atrophy and OCU410ST in Stargardt disease. The company announced a rolling Biologics License...
Brightview Holdings Inc (BV) Q2 2026 Earnings Call Transcript
BrightView Holdings reported a solid Q2 2022, delivering $60 million adjusted EBITDA at the high end of its guidance despite lower snow revenue and rising fuel costs. Land services posted over 8% organic growth while the development segment surged 24% organically,...
EVgo Inc (EVGO) Q1 2026 Earnings Call Transcript
EVgo reported a 50% revenue surge to $384 million in 2025, with fourth‑quarter sales jumping 75% to $118 million. The company achieved adjusted EBITDA breakeven for the first time, posting a positive $25 million in Q4 after a $24 million contract buyout. Its network...
Alphatec Holdings Inc (ATEC) Q1 2026 Earnings Call Transcript
Alphatec Holdings reported Q1 2026 revenue of $192 million, up 14% year‑over‑year, with surgical revenue climbing 17% but falling short of internal targets due to weaker EOS segment performance. Case volume rose 21% and new surgeon users increased 23%, underscoring strong...
WEYCO Group Inc (WEYS) Q1 2026 Earnings Call Transcript
Weyco Group reported a 5% decline in Q4 and full‑year net sales, falling to $76.8 million and $276 million respectively, as both wholesale and retail segments were hit by incremental tariffs and softer consumer demand. Gross margins compressed to 44.1% in Q4...
Scorpio Tankers Inc (STNG) Q1 2026 Earnings Call Transcript
Scorpio Tankers reported $152 million adjusted EBITDA in Q1 2026, bringing full‑year adjusted EBITDA to $568 million. The company transformed its balance sheet, shifting from $3.1 billion net debt in 2021 to a $309 million net cash position and $1.7 billion of total liquidity. Daily...
Entravision Communications Corp (EVC) Q1 2026 Earnings Call Transcript
Entravision Communications posted a 114% revenue surge to $197 million in Q1 2026, propelled by a 204% jump in its Advertising Technology and Services (ATS) segment. The ATS segment generated $34.3 million in operating profit, a 427% increase year‑over‑year, while the Media segment...
Socket Mobile Inc (SCKT) Q1 2026 Earnings Call Transcript
Socket Mobile reported Q4 2025 revenue of $4 million, an 18% year‑over‑year drop but a 28% sequential rise, while full‑year sales fell 20% to $15 million. Operating expenses were trimmed 10% YoY, yet the company posted a $3.7 million operating loss and recognized...
Postal Realty Trust Inc (PSTL) Q1 2026 Earnings Call Transcript
Postal Realty Trust (PSTL) delivered full‑year AFFO of $1.32 per share, a 13.8% increase that hit the top of its guidance, while completing $123.1 million in acquisitions in 2025. Management set 2026 AFFO guidance at $1.39‑$1.41 per share and announced $115‑$125 million...
Enact Holdings Inc (ACT) Q1 2026 Earnings Call Transcript
Enova International reported a record $875 million in Q1 2026 revenue, up 17% year‑over‑year, driven by a 33% surge in total originations to $2.3 billion. Small‑business loans led the growth, expanding 42% to $1.7 billion, while consumer originations rose 10% to $559 million. Adjusted EPS...
Solid Power Inc (SLDP) Q1 2026 Earnings Call Transcript
Solid Power reported Q1 2026 revenue of $3.1 million, primarily from milestone payments tied to its SK On partnership and a DOE grant. Operating expenses fell to $29.4 million, yielding an operating loss of $26.3 million and a net loss of $13 million, or $0.06...
DHT Holdings Inc (DHT) Q1 2026 Earnings Call Transcript
DHT Holdings reported a cash balance of $58.7 million and total liquidity of $235 million at the end of Q1 2022, with EBITDA of $14.4 million but a net loss of $17.3 million after a $7.5 million non‑cash gain. The company maintained tight cost control, operating...
Fortrea Holdings Inc (FTRE) Q1 2026 Earnings Call Transcript
Fortrea Holdings reported Q1 2026 results with revenue of $660.5 million, a 5.2% YoY decline, while full‑year revenue rose modestly 1% to $2.72 billion. Adjusted EBITDA slipped to $54 million for the quarter but the full‑year figure of $189.9 million sits near the top...
Latham Group Inc (SWIM) Q1 2026 Earnings Call Transcript
Latham Group reported Q1 2026 net sales of $117 million, a 5% year‑over‑year increase, driven by a 2% boost from the recent Freedom Pools acquisition and modest organic growth. Gross margin expanded to 32% and adjusted EBITDA rose 9% to...
Kimball Electronics Inc (KE) Q3 2026 Earnings Call Transcript
Kimball Electronics reported Q4 fiscal 2025 net sales of $381 million, a 12% YoY decline, driven by a 13% drop in automotive revenue after losing the Reynosa braking program. The medical segment grew 5% YoY to $107 million, representing 28%...
Alight Inc (ALIT) Q1 2026 Earnings Call Transcript
Alight Inc. posted Q1 2026 revenue of $534 million, a 3% decline year‑over‑year but ahead of internal forecasts, while project revenue jumped 29% to $36 million, underscoring its volatility. Adjusted EBITDA fell to $104 million with a near‑20% margin, and free cash flow...
Titan America SA (TTAM) Q1 2026 Earnings Call Transcript
Titan America reported Q4 2025 revenue of $406 million, a 4% year‑over‑year increase, and adjusted EBITDA of $94 million, lifting the margin to 23.1%. Full‑year results set new records with $1.66 billion in revenue and $390 million in adjusted EBITDA, expanding the margin by...
Kosmos Energy Ltd (KOS) Q1 2026 Earnings Call Transcript
Kosmos Energy reported strong Q1 2026 progress, highlighting 1P reserve replacement of 90% (120% excluding the pending Equatorial Guinea divestiture), Jubilee field production above 70,000 barrels per day with a new 13,000‑bpd well, and GTA LNG output averaging 2.9 million tonnes...
Cipher Digital Inc (CIFR) Q1 2026 Earnings Call Transcript
Cipher Mining announced a full transition from Bitcoin mining to a pure‑play digital‑infrastructure and hyperscale compute provider, rebranding to reflect the new focus. The company secured two data‑center leases covering 600 MW and $9.3 billion in contracted revenue, projecting $669 million average annualized...
Hecla Mining Co (HL) Q1 2026 Earnings Call Transcript
Hecla Mining reported a strong Q1 2024, with revenue up 18% to $190 million and silver output rising as Lucky Friday returned to full production and Greens Creek increased throughput. The company highlighted booming solar‑related silver demand, especially in India, and...
Ellington Financial Inc (EFC) Q1 2026 Earnings Call Transcript
Ellington Financial reported adjusted distributable earnings of $0.47 per share, comfortably covering its $0.39 dividend, while GAAP net income was $0.14 per share. The credit portfolio expanded 15% sequentially to $4.1 billion and the overall investment portfolio grew 9% after a...
Mistras Group Inc (MG) Q1 2026 Earnings Call Transcript
Mistras Group reported Q1 2026 revenue up 5.1% to $724 million, driven by double‑digit gains in aerospace & defense, power generation and infrastructure. Aerospace & defense labs posted a 661% revenue jump, while gross margin improved 190 basis points to 28.4%...
Accel Entertainment Inc (ACEL) Q1 2026 Earnings Call Transcript
Accel Entertainment reported a record Q1 2026 with revenue of $352 million, up 9% year‑over‑year, and adjusted EBITDA of $54 million, also a 9% increase. The company expanded its footprint, adding locations and terminals in Nevada after the Dynasty Games acquisition and...
SuRo Capital Corp (SSSS) Q1 2026 Earnings Call Transcript
SuRo Capital Corp. posted a 21% rise in net asset value (NAV) to $8.09 per share and delivered roughly 70% total shareholder return for 2025, driven by strong private‑tech holdings and a $0.50 dividend. Management highlighted that ongoing and near‑term...
Limbach Holdings Inc (LMB) Q1 2026 Earnings Call Transcript
Limbach Holdings reported record 2025 results, with total revenue rising 24.7% to $646.8 million and adjusted EBITDA reaching $81.8 million, driven primarily by strong Owner Direct Relationships (ODR) growth. ODR now represents 75% of the revenue mix, while the recent Pioneer Power...
Hackett Group Inc (HCKT) Q1 2026 Earnings Call Transcript
The Hackett Group reported Q1 2026 revenue of $67.8 million, an 11% year‑over‑year decline, while adjusted EPS fell to $0.34, hitting the low end of guidance. Growth was uneven: SAP Solutions surged 21% but Oracle Solutions dropped 24% and the S&BT...
Greenfire Resources Ltd (GFR) Q1 2026 Earnings Call Transcript
Tetra Technologies reported Q1 2026 revenue of $156 million and adjusted EBITDA of $26 million, both ten‑year quarterly records when excluding the prior year’s Gulf of America Neptune benefit. Completion Fluids and Products generated $92 million, up 13% sequentially and 15% year‑over‑year, while...
Atkore Inc (ATKR) Q2 2026 Earnings Call Transcript
Atkore reported Q1 FY26 net sales of $656 million, a 2% organic volume increase, and adjusted EBITDA of $69 million, driven by $30 million of productivity gains. Adjusted earnings per share fell to 83 cents from $1.63 a year earlier, while a one‑time foreign...
Lindblad Expeditions Holdings Inc (LIND) Q1 2026 Earnings Call Transcript
Lindblad Expeditions reported first‑quarter 2024 revenue of $154 million, a 7% year‑over‑year increase, driven by a 20% rise in bookings and strong demand for experiential travel. The company highlighted a 35% jump in 2024 bookings after extending its partnership with National...