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.
Oceanhawk Acquisition Corp. (OHACU) Prices Upsized $160M IPO
Oceanhawk Acquisition Corp. (OHACU) priced an upsized $160 million initial public offering, with units slated to start trading on Nasdaq on May 21, 2026. The SPAC, led by CEO Ernest Miller and CFO Jon Ryan, will seek a merger with a company in the commodity‑driven energy and financial‑management space. The offering is being managed by Benchmark Company and is set to close on May 22, 2026. This brings the total number of SPAC deals in 2026 to 93 year‑to‑date.
NVRI Cash Hit Low; SpinCo Valuation Appears Cheap
$NVRI cash distribution landed at $15, toward the lower end of the guided $14.5-$16.5 range. Slightly underwhelming, though the top end was never a guarantee. SpinCo kicks off when-issued trading on May 27. Management guiding to $140M in combined EBITDA for SpinCo....
Energy One (ASX: EOL) Share Price Falls 10% On Slightly Disappointing ARR Growth
Energy One (ASX:EOL) saw its shares tumble about 10% after reporting annual recurring revenue (ARR) growth that fell short of market expectations. The company disclosed a modest increase in ARR, signaling slower momentum in its renewable‑energy portfolio. Analysts had anticipated...
Ceragon Q1 2026 Earnings Show Revenue Dip but Reaffirm Guidance Amid Headwinds
Ceragon Networks posted Q1 2026 revenue of $85 million, down 4.1% year‑over‑year, while non‑GAAP gross margin rose to 36%. The company reaffirmed its full‑year revenue target of $355‑$385 million despite currency swings, memory‑price inflation and a semiconductor supply‑chain delay.
OMNIQ Reports First Quarter 2026 Financial Results
OMNIQ Corp reported first‑quarter 2026 revenue of $7.68 million, a modest dip from the prior year, while gross profit rose 3.3% to $2.255 million. Operating loss widened to $1.2 million, reflecting heightened investment in technology and infrastructure, yet net loss per share improved...
Star Bulk Carriers Corp. Reports Net Profit of $58.5 Million for the First Quarter of 2026, and Declares Quarterly Dividend...
Star Bulk Carriers posted a Q1 2026 net profit of $58.5 million, with adjusted net income of $63 million and EBITDA of $109.7 million. Voyage revenues rose 22% to $281.2 million and the daily TCE rate jumped to $18,493, reflecting a strong freight‑rate environment. The...
Goldplat Reports Solid Third-Quarter Financial Results
Goldplat posted a strong Q3 2026 performance, with combined operating profit of £3.86 million (≈$4.9 million), a sharp rise from £694 k a year earlier. The Ghana operation earned £806 k ($1.0 million) profit before tax, while the South African unit generated £2.62 million ($3.3 million) profit...
Rigetti Computing Revenue Triples to $4.4M, Analysts See Upside in Stock
Rigetti Computing reported $4.4 million in first‑quarter revenue, up 198% from a year earlier, and posted a $33 million profit after a warrant‑revaluation. Analysts argue the earnings jump and new Cepheus‑1‑108Q orders could turn the stock around after a 25% YTD decline.
Verra Mobility: Solid Growth, Buy‑the‑Dip at 10x EBITDA
Verra Mobility (VRRM) sold off after losing a $133M NY tolling contract—but the core biz is still solid. 10%+ growth, 95% retention, and now trading at ~10x EBITDA. A quality buy-the-dip setup. 📉🧠 ValueInvesting
UpGrad Valued at $1.7 Bn in Fresh Round; Provisional FY26 Financials Show Profit
India’s online higher‑education platform upGrad secured a fresh Rs 361 crore ($38 million) funding round, pushing its valuation to roughly $1.73 billion. Co‑founder Ronnie Screwvala led the round with a $36 million investment, while existing backers Temasek, IFC and 360 ONE added $5.4 million, $1.2 million and $0.7 million...
Serko Limited (SERKF) Q4 2026 Earnings Call Transcript
Serko Limited reported FY 2026 results that hit the top end of its narrowed guidance, with total income surpassing expectations and a material rise in EBITDAFI. The company highlighted strong growth from its Booking.com for Business platform, reinforcing its position as...
EuroDry Ltd (EDRY) Q1 2026 Earnings Call Transcript
EuroDry Ltd posted a 2.2% revenue decline to $14.4 million in Q1 2026, recording a net loss of $0.24 per share and adjusted EBITDA of $4.1 million, down from $5.0 million a year earlier. The company repurchased 135,000 shares for $5.3 million and sold its...
Satellite Stock 'Buy' Signal Could Mean More Gains
AST SpaceMobile (ASTS) rose 1.6% to $88.21 after clearing a key trendline and topping its 50‑day moving average, marking its fifth consecutive gain. The stock has surged 257% year‑over‑year, rebounding from a five‑month low of $63.43. Quant analyst Rocky White...
Hold Off on Corvus Until Phase 2 Confirms Promise
Market is pricing Corvus Pharma’s AD success way too early. Phase 1/2 data is promising but small — big JAK inhibitor competition and cash burn risks remain. Wait for Phase 2 readouts before buying the hype. Biotech
SKO.AX Struggles as Revenue Slows, Costs Remain High
$SKO.AX no idea what consensus expectations are, but at a very basic level it will be hard for any software name to rally in this environment when revenue growth is decelerating sharply and you are forecasting opex growth to remain...
Medicus Pharma Ltd. (MDCXW) Reports FDA Progress and Expands 2026 Clinical Outlook
Medicus Pharma Ltd. (MDCXW) announced FDA clearance to launch a Phase 2b dose‑optimization trial of its Teverelix candidate in advanced prostate cancer, alongside new protocols for benign prostatic hyperplasia urinary retention. The company also reported encouraging Phase 2 data for a doxorubicin...
Hesai Group Reports First Quarter 2026 Unaudited Financial Results
Hesai Group posted Q1 2026 unaudited results showing net revenue of RMB 680.6 million (≈US$98.7 million), a 30% year‑over‑year increase, and a swing to GAAP net income of RMB 18.3 million (≈US$2.7 million). Lidar shipments surged 141% to 471,723 units, reinforcing its No. 1 position in China’s long‑range...
Resources Top 5: Northern Minerals’ Mystery Chinese Investors Told to Sell … Again
The Australian Treasury and the Foreign Investment Review Board have issued a fourth order demanding that Chinese‑linked shareholders divest a combined 17.58% of Northern Minerals (ASX:NTU). Hong Kong Ying Tak Limited reportedly bought an additional 3.79% stake but is barred...
Outlook Therapeutics Narrows Q2 Loss, Awaits FDA Decision on LYTENAVA in May 2026
Outlook Therapeutics announced a second‑quarter net loss of $4.45 million, a dramatic improvement from $46.35 million a year earlier. The biotech also signaled that the FDA will decide on its lead ophthalmic drug, LYTENAVA, in May 2026, a milestone that could reshape...
![[NEW+Free] Cliff Note #143 - TPC: The 130-Year-Old Infrastructure Co With 2026-2027 Earnings Already in the Bag + Free Data...](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://substackcdn.com/image/fetch/$s_!vD14!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F063eafec-fa90-4003-8987-7401ddb62ff2_512x512.png)
[NEW+Free] Cliff Note #143 - TPC: The 130-Year-Old Infrastructure Co With 2026-2027 Earnings Already in the Bag + Free Data...
Tutor Perini Corp (TPC), a 130‑year‑old U.S. heavy‑civil builder, has secured nine megaprojects worth roughly $16 billion, expanding its $19.8 billion backlog to 3.5× trailing revenue. Management’s 2026 guidance projects adjusted EPS of $4.90‑$5.30, with earnings largely contracted and margins improving across...
Hut 8’s Profits Come From Diversified Data‑center Empire
Day 27 of 30: How $HUT Hut 8 actually makes money Most people think they just plug in mining rigs and pray the price of Bitcoin goes up. It's not...they are quietly building a diversified data center empire. Here is the real...
Atara Bounces Back with FDA
Atara Biotherapeutics saw its shares nearly double on May 7 after the FDA outlined a path for resubmitting its cell‑therapy candidate, tabelecleucel. The agency agreed to accept the single‑arm trial data in exchange for additional long‑term follow‑up, easing the regulatory deadlock...
Terrestrial Energy: Projects Progress & DOE Programs Strengthen Commercialization – Quarterly Update Report
Terrestrial Energy’s Integrated Molten Salt Reactor (IMSR) made notable strides in Q1 2026, securing NRC approval of its Postulated Initiating Events (PIE) safety framework and advancing DOE‑backed TETRA and TEFLA pilot programs. A strategic partnership with Riot Platforms opened a data‑center...
NU Shifts to AI‑Native Model, Targets Growth Over Margins
$NU -- great note out of Goldman Sachs analyst after meeting with $NU management (post earnings) I can't share the whole report but I'll share this part... $NU indicated that it is already seeing material impacts from Al adoption across customer...
Poet Technologies Lands $50M Lumilens Deal, Raises $400M, Stock Jumps 45%
Poet Technologies announced a $50 million initial order from Lumilens and a $400 million equity‑warrant raise, propelling its stock up 45.8% in a week. The moves spotlight the volatile hype around photonics as a new infrastructure layer for enterprise AI.
BW Offshore: First Quarter Results 2026
BW Offshore reported Q1 2026 EBITDA of $47.9 million and operating cash flow of $43.3 million, supported by a robust liquidity position of $568 million. The company extended the BW Catcher FPSO contract through 2030, adding roughly $490 million to its firm cash‑flow backlog, and...
MannKind Corp. (MNKD) Reports Q1 2026 Total Revenues of $90.2M
MannKind Corp. posted Q1 2026 revenue of $90.2 million, a 15% rise year‑over‑year, driven by $15.5 million in Furoscix sales and higher Tyvaso DPI royalties. R&D expenses jumped 56% to $17.2 million and SG&A surged 116% to $54.1 million after acquiring scPharma and preparing for...
Compass Therapeutics (CMPX) Reports Q1 2026 Net Loss of $18.3M
Compass Therapeutics reported a Q1 2026 net loss of $18.3 million, or $0.10 per share, as R&D expenses rose to $13.4 million and G&A costs jumped 41 percent to $6.9 million. The company ended the quarter with $195 million in cash and marketable securities, extending...
ASTS Faces Revenue Miss and $155M Satellite Write‑Off
⚠️ $ASTS Red Flags: • Q1 2026 revenue miss of $24.27M against consensus, despite significant YoY growth, raises questions about commercialization pace. • Loss of Block 2 BB7 satellite post-Q1, leading to a $155M-$160M write-off in Q2, indicates significant operational and launch...
Kristie Batten: Power Putting New Rare Earths Project on the Fast Track
Power Minerals (ASX:PNN) completed a $6 million (≈US$4 million) acquisition of the Morro do Ferro rare‑earth project in Brazil and has appointed rare‑earth specialist Alistair Stephens as CEO. Stephens, who previously drove a small‑cap resource from a $30 million market cap to a...
TRX Gold Corporation (TRX): 10 Best Gold Mining Stocks to Buy as Central Banks Buy Bullion
TRX Gold Corp. posted a strong second‑quarter, swinging to $11.66 million adjusted net income after a prior‑year loss. Production hit a record 7,453 ounces, generating $34.1 million in revenue and a 61% gross margin. Adjusted EBITDA reached $20.2 million, reflecting a 59% margin,...
Kaynes' Strong Numbers Mask Critical Cash Shortage
🚨 Kaynes Technology: 60% Crash but Story Still “Strong”? A stock operating in semiconductors, EMS & IoT… Still falls 60% from the top. Revenue is growing. Profit is rising. But smart money is not convinced. Why? Because in markets, profit is opinion… cash is reality. And Kaynes...
SLS Defies Bear Case: Market Cap Soars, Institutions Take 33%
$SLS For a while the bear case boiled down to “No institutional ownership and market cap is too small for a buyout” Never in a million years did they plan for the market cap to explode and institutional ownership to...
SEEGNAL INC. ANNOUNCES FILING OF 2025 ANNUAL FILINGS AND THAT THE MCTO WILL NO LONGER BE IN EFFECT AS OF...
Seegnal Inc. announced that the management cease‑trade order (MCTO) affecting its CEO and CFO was lifted on May 16, 2026 after filing audited 2025 financial statements. The order did not restrict public investors and its removal restores full trading ability for the...
KITS Poised for $500M Revenue, 3‑year Upside
$KITS is currently being offered at bargain prices. I think today will prove to be a massive buying opportunity looking out 2-3 years. I think KITS can reach $500M in revenues, or close to it, by 2030-2031. EBITDA margins should...
Datavault AI Reaffirms $200M Revenue Target, Boosts Funding and Expansion Plans
Datavault AI (DVLT) reaffirmed its full‑year 2026 revenue target of $200 million during its Q1 earnings call, while announcing a $60 million private placement, a $120 million non‑dilutive financing term sheet, and $800 million in tokenization contracts. The company also detailed a rollout of...
ACM Research Is One of the Best Small Cap AI Stocks As Per Wall Street, Here’s Why
ACM Research (NASDAQ:ACMR) posted strong Q1 2026 results, reporting $231 million in revenue, a 34% year‑over‑year increase, and $241 million in shipments, up 54% YoY. Gross margins reached 46.5%, above the company’s long‑term range, while the ECP segment revenue tripled on growing...
Demand For Pony AI Inc (PONY)’s Robotaxi Surged on China Labor Day
Pony AI reported a dramatic surge in robotaxi demand during China’s Labor Day holiday, with average daily orders up 544% year‑over‑year. Paid orders also climbed 155% compared with the recent New Year holidays, reflecting rapid customer adoption. The growth is...
Tuya's $1B Cash Fuels Agentic AI Pivot
Tuya is sitting on $1B in cash (80% of market cap) while pivoting to Agentic AI infrastructure. A pick-and-shovel play hidden in plain sight. Asymmetric bet with a cash safety net. 📉➡️📈 AgenticAI
Tree Island Steel Announces First Quarter 2026 Results
Tree Island Steel reported Q1 2026 revenue of $40.6 million, down 19% from a year earlier, as U.S. tariffs and the exit from unprofitable lines trimmed sales. Gross profit fell to $2.5 million and adjusted EBITDA slipped to $1.0 million, resulting in a...
Skeena Gold & Silver Reports Q1 2026 Financial Results
Skeena Gold & Silver (TSX: SKE, NYSE: SKE) released its Q1 2026 interim results, confirming that the Eskay Creek gold‑silver project is fully permitted and under construction. The company reaffirmed its target to achieve initial production and cash flow in the...
ProKidney Reports First Quarter 2026 Financial Results and Business Highlights
ProKidney Corp. reported Q1 2026 results, highlighting that its Phase 3 PROACT 1 trial for rilparencel is on schedule to finish enrollment by mid‑2026 with pivotal eGFR‑slope readout expected in Q2 2027. The company disclosed $224.9 million in cash and marketable securities, sufficient to fund...
Undervalued LNG Carrier: Dynagas LNG Partners LP (DLNG)
Dynagas LNG Partners LP (DLNG) operates a fleet of ice‑class LNG carriers under long‑term fixed‑rate charters, delivering predictable cash flow despite the cyclical shipping market. The company reports $156.6 million in revenue, $50.4 million net income and $90.3 million free cash flow for...
SharonAI Holdings Inc (USCTF) Q1 2026 Earnings Call Transcript
SoundHound AI reported Q1 2026 revenue of $44.2 million, a 52% year‑over‑year increase, driven by strong automotive and IoT AI growth that rose 88% on an organic basis. GAAP gross margin fell to 31% due to one‑time vendor costs, while non‑GAAP...
Aether Holdings Inc (ATHR) Q2 2026 Earnings Call Transcript
Aehr Test Systems posted Q2 2026 revenue of $9.9 million, a 27% YoY decline, as WaferPak shipments fell and product mix shifted away from high‑margin items. Non‑GAAP gross margin contracted to 29.8% from 45.3%, while cash rose to $31 million following a...
ZSpace, Inc. (ZSPC) Q1 2026 Earnings Call Transcript
Centerspace reported Q1 2026 core FFO of $1.12 per diluted share, with same‑store NOI down 1.1% and revenue flat. Leasing spreads improved, turning positive by March and reaching a preliminary 1.8% in April, while retention rose to 54.1%. Midwest markets,...
SharonAI Holdings Inc (SHAZ) Q1 2026 Earnings Call Transcript
BigBear.ai Holdings reported Q1 2026 revenue of $34.4 million, essentially flat year‑over‑year, while gross margin surged to 34% thanks to higher‑margin generative AI platform revenue from recent acquisitions. Net loss narrowed to $56.8 million, driven by lower interest expense and...
Falcon’s Beyond Reports First Quarter 2026 Financial Results
Falcon’s Beyond Global reported first‑quarter 2026 revenue of $5.4 million, primarily from its Falcon’s Attractions segment and shared‑service fees. The company’s equity‑method investment in Falcon’s Creative Group (FCG) generated $13 million in revenue, a more‑than‑double increase year‑over‑year, and contributed a $0.2 million share...
ONON's Luxury Sportswear Yields 63% Gross Margin
Day 26 of 30: How $ONON On Holdings actually makes money Most people think it's a Swiss running shoe brand It's not. It's a full-price luxury sportswear machine with a 63% gross margin Here's the real breakdown 🧵
GAMB Projects 2026 Revenue of $165‑170M, EBITDA $45‑50M
"GAMB today adjusted its full year guidance and now expects 2026 full-year revenue of $165 million to $170 million and Adjusted EBITDA of $45 million to $50 million."