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.
Heavy Rare Earths Separation Delivers Upside Kick for Victory at North Stanmore
Victory Metals announced that heavy‑liquid separation (HLS) at its North Stanmore project achieved a 72% heavy rare‑earth oxide (HREO) ratio, placing it among the world’s top HREE projects. The same low‑cost gravity step also produced a high‑grade zircon concentrate enriched with scandium, hafnium and other strategic metals, creating a second revenue stream. Test results show a 33‑fold upgrade in HREE grade and a 42‑fold uplift in the heavy zircon fraction, fundamentally improving the project’s economics. The findings come ahead of a pre‑feasibility study for the 320‑million‑tonne indicated resource.
LendingClub's Growth Overshadowed by Rising Delinquencies
LendingClub’s originations hit $1.9B, but rising delinquencies and a private credit crunch are tough headwinds. The rebrand to LC signals a shift, but credit quality is key. Holding for now. 📉💳 Fintech
Lightelligence Launches Hong Kong IPO, Raises $323M
Lightelligence, a Chinese optical-computing provider, is set to begin trading in Hong Kong on Tuesday after raising $323 million in an IPO https://t.co/zbtkjcpbnq
Nitro Games Q1 2026 Earnings Show Mobile Install Surge and Higher In‑Game Spend
On April 27, Nitro Games Oyj announced its Q1 2026 results, citing a year‑over‑year revenue rise driven by a surge in mobile game installations and higher in‑game spending. The report also highlighted a €1.6 million loan repayment waiver from Business Finland...
Peoples Bancorp Poised for New Deal Post‑Citizens Acquisition
Peoples Bancorp $PEBO 'ready, willing and able' to ink another deal after Citizens buy | S&P Global Market Intelligence https://t.co/j53URGsvbE
GMO Internet's Reverse‑takeover Re‑IPO Flops
Gosh. GMO Internet (4784) "re-IPO" didn't do so well. The stock was a reverse takeover where the parent injected a domain management (profitable) and sub-scale data centre business into the pre-existing internet ad sub GMO Ad Partners, renamed it GMO...
Triton Partners' $215M Cash Bid for Cint Sends Shares 32% Higher
Triton Partners, together with Cint’s top shareholders, launched a cash takeover bid for the Swedish market‑research platform Cint, offering SEK 5.60 per share—a 33% premium that values the company at just under SEK 2 bn (~$215 m). The announcement sent Cint’s Nasdaq Stockholm shares...
Trinity Industrial Corp Posts 12% Earnings Rise Amid 3% Revenue Drop
Trinity Industrial Corp announced full‑year earnings of ¥2.688 bn ($17.3 m), up 12% from the prior year, despite a 3.1% decline in revenue to ¥38.96 bn ($251 m). The results underscore steady domestic equipment demand even as sales volumes soften.
PMET Set to Surpass 2023 High Post‑2027 Permit
If this price deck proves prophetic, the only way PMET Resources $PMET.T $PMT.AX doesn’t trade at a level above the 2023 high of c$17 once the permit is in place in 2027 is if Ken decides he doesn’t like living...
Purple Innovation Inc (PRPL) Q1 2026 Earnings Call Transcript
Purple Innovation reported a strong finish to 2019, posting net revenue of $428.4 million—a 49.9% increase year‑over‑year—and a 58% jump in Q4 revenue to $124.3 million. Gross margin expanded to 44.1% for the year, up 470 basis points, while operating income turned...
Rogers Corp (ROG) Q1 2026 Earnings Call Transcript
Rogers Corp reported Q1 2026 sales of $208 million, up 6.5% sequentially, propelled by industrial, portable electronics, aerospace and ADAS demand. Gross margin rose to 31.6%, a 170‑basis‑point improvement, while GAAP net loss widened to $73.6 million due to a $71.8 million curamik...
Nautilus Biotechnology Inc (NAUT) Q1 2026 Earnings Call Transcript
Nautilus Biotechnology reported a 23% drop in Q1 operating expenses to $15.4 million and ended the quarter with $156.1 million in cash, extending its runway into 2027. Management guided to modest $0.5 million revenue in 2026, primarily from grant‑funded early access customers, while...
Renasant Corp (RNST) Q1 2026 Earnings Call Transcript
Renasant Corp closed its Progressive Bank acquisition on January 1, adding $774 million in assets and nine North Louisiana branches, bolstering its regional footprint. GAAP net income for Q1 2026 was $22.2 million, while non‑GAAP core net income reached $24 million, or $0.73 per share. Loan...
Mirion Technologies Inc (MIR) Q1 2026 Earnings Call Transcript
Mirion Technologies reported a record $1.1 billion in 2025 orders, a 26% increase year‑over‑year, and a 36% backlog rise after acquiring Paragon Energy Solutions and CertRec. Nuclear power now accounts for roughly 40% of revenue, driven by strong installed‑base demand and...
Inventrust Properties Corp (IVT) Q1 2026 Earnings Call Transcript
InvenTrust Properties reported a 4.8% same‑property NOI increase in Q1, driven by rent escalations, occupancy gains and strong leasing spreads. The company completed a $306 million sale of its California portfolio and redeployed proceeds into Sun Belt markets, adding six new...
NexPoint Residential Trust Inc (NXRT) Q1 2026 Earnings Call Transcript
NexPoint Residential Trust reported a Q1 2026 net loss of $10.3 million, a significant improvement from the $26.9 million loss a year earlier, while revenue slipped to $62.1 million. Net operating income declined 4.7% to $37.1 million, and core FFO fell to $0.65 per...
Rush Enterprises Inc (RUSHA) Q1 2026 Earnings Call Transcript
Rush Enterprises reported Q1 2021 revenue of $1.2 billion and net income of $45.3 million, or $0.79 per diluted share, and announced a $0.18 dividend. New Class 8 truck sales reached 2,995 units, capturing 5.4% of the U.S. market, while used‑truck sales jumped...
Galaxy Digital Inc (GLXY) Q1 2026 Earnings Call Transcript
Galaxy Digital reported a GAAP net loss of $241 million for 2025, offset by $34 million of adjusted EBITDA despite a 10% drop in total crypto market cap. The firm’s digital assets segment posted a 67% YoY rise in adjusted...
Supercom Ltd (SPCB) Q4 2025 Earnings Call Transcript
SuperCom reported record annual revenue of $27.6 million, a 134% increase from its 2020 low, and posted its first full‑year GAAP net income since 2015. Gross margin rose to 48.4%, the best since 2021, while EBITDA grew 31% to $6.3 million, marking...
Porch Group Inc (PRCH) Q1 2026 Earnings Call Transcript
Porch Group reported $107 million in revenue for the quarter, powered primarily by its Insurance Services segment which contributed 63% of sales. Gross profit surged 431% to $89.2 million, delivering an 83% gross margin, while adjusted EBITDA rose to $15.6 million, a $50.4 million...
AxoGen Inc (AXGN) Q1 2026 Earnings Call Transcript
Axogen reported Q2 2025 revenue of $56.7 million, an 18.3% year‑over‑year increase, and posted a modest net profit of $0.6 million, turning quarterly profitability. Gross margin rose to 74.2% and operating expenses fell as a share of revenue, highlighting operating leverage. The...
Commvault Systems Inc (CVLT) Q4 2026 Earnings Call Transcript
Commvault Systems reported Q3 total revenue of $314 million, up 19%, driven by a 30% jump in subscription revenue to $206 million and a 44% surge in SaaS revenue. Subscription ARR rose 28% to $941 million while SaaS ARR grew 40% to $364 million,...
Lake Resources Advances Kachi Project with Key Tech Validations and Bridge Liquidity
Lake Resources reported steady progress on its Kachi lithium project, moving the Exploitation Environmental Impact Assessment timeline to the first half of 2026 and securing Ramsar Zone 3 zoning. The company highlighted that Lilac Solutions' Gen 5 direct‑lithium‑extraction technology, now in commercial‑scale...
Critical Metals Secures European Lithium, Targets $20 Rally
$CRML - "Critical Metals to buy European Lithium in $835M deal, taking full Tanbreez ownership" WOW, this daily chart looks good. Super high confluence setup here over that key 13 spot, and if we see higher lows forming over it in...
First Bank Announces First Quarter 2026 Net Income of $7.6 Million
First Bank reported first‑quarter 2026 net income of $7.6 million, or $0.30 per diluted share, a 19% decline from the year‑ago period. Total loans rose 2.1% to $3.30 billion and deposits increased 3.5% to $3.23 billion, while the net interest margin held steady...
Lightbridge Provides Business Update and Announces First Quarter 2026 Financial Results
Lightbridge Corporation reported its Q1 2026 results, highlighting patent allowances in the United States, Canada and the European Patent Office that broaden protection for its Lightbridge Fuel™. The company also secured an engineering contract with Stern Laboratories to begin a multi‑phase...
CBNK Continues Strong Growth With Accelerated Investment Underway
Capital Bancorp (NASDAQ: CBNK) reported Q1 2026 results highlighting robust balance‑sheet expansion, with total deposits climbing 26.1% YoY to $3.3 billion and gross loans rising 9.2% QoQ to $3.0 billion. Tangible book value per share increased 10.5% to $22.62, while non‑interest expenses jumped...
Results of Operations for the Year Ended December 31, 2025 - American Overseas Group Limited Announces Net Income Of $10.8...
American Overseas Group Limited reported a consolidated net income of $10.8 million for 2025, translating to $230.44 per diluted share, up from $9.4 million in 2024. Gross written premiums rose 7.9% to $986.3 million, while fee income increased to $23.1 million. The loss‑adjustment expense...
HawkEye 360 Files to Go Public, Reports $99M in Revenue in 2025
HawkEye 360 announced an IPO that could raise up to $416 million by selling 16 million shares at $24‑$26 each. The RF‑sensing firm reported $98.7 million in 2025 revenue—nearly double the prior year—and posted its first net profit of $2.7 million. U.S. government contracts...
Weekly Update #12 - Week Ending 04/26/26
Biorem (BRM.V/BIRMF) posted Q4 sales of $16.9 million, a backlog of $65.3 million and EPS of $0.16, positioning the air‑pollution control firm for a forward P/E re‑rating from 10.5x toward 15‑20x. Travelzoo (TZOO) reported modest Q1 revenue growth but its stock surged...
Celsius Profits From Three‑brand Roll‑up, Not Just Drinks
Day 13 of 30: How $CELH Celsius Holdings actually makes money (which one should I do next?) Most people think it's an energy drink brand It's actually 3 brands stacked into a roll-up - and PepsiCo's trucks do most of the heavy lifting Here's...
AI Data Centers Drive 50
$OKLO +50% in a month The actual thesis: AI data centers need 24/7 baseload power that solar and wind cannot provide. Sodium fast reactors fit that gap Last Wednesday Nvidia and Los Alamos confirmed it by partnering with them on AI-designed reactor...
Viking Therapeutics Targets 170% Upside as Dual-Agonist Obesity Drug Shows 14.7% Weight Loss
Wall Street analysts have lifted Viking Therapeutics' one‑year price target to $93.59, implying a 170% upside from its current share price. The boost follows phase‑3 data showing the GLP‑1/GIP dual agonist VK2735 cut weight by 14.7% in 13 weeks, positioning...
Sichuan Yahua Industrial Group Posts 146% Income Surge, Revenue Up 11%
Sichuan Yahua Industrial Group Co., Ltd. announced a 146% jump in full‑year net profit to RMB632.38 million ($88 million) and a 10.7% increase in revenue to RMB8.543 billion ($1.20 billion). The results highlight accelerating demand for its diversified manufacturing portfolio and suggest broader momentum...
Dumpster Diving Again
The article spotlights a waste‑management firm with a robust asset base exceeding $2 billion, a wave of insider purchases totaling roughly $150 million, and a potential activist investor now holding about 9% of the outstanding shares. It also notes that the company...
Ligand Pharmaceuticals Acquires XOMA Royalty in a $739 Million Deal
Ligand Pharmaceuticals announced a $739 million acquisition of XOMA Royalty Corporation, offering $39 per share—a 2.9% premium to the prior close. The transaction also grants XOMA shareholders a contingent value right (CVR) tied to 75% of net proceeds from pending TREMFYA...
Westgold Resources Schedules Q1 2026 Results Webcast, CFO Tommy Heng to Lead Financing Discussion
Westgold Resources Limited announced it will lodge its March 2026 Quarterly Report with the ASX on April 29, 2026, and stream a live webcast at 10:00 am AWST. Managing Director Wayne Bramwell, CFO Tommy Heng and COO Aaron Rankine will present...
Rigetti Computing Shares Slide 70% From Peak, Raising Investor Concerns
Rigetti Computing's shares have fallen roughly 70% from their 2023 high, reflecting a sharp retreat after a brief 275% rally last fall. The decline follows a 34% revenue drop to $7.1 million in 2025 and a widening loss of $216 million, sparking...
Power Probe Launches Dividend Bonanza After Growth Surge
Power Probe, a North Carolina‑based maker of motor‑industry power tools, announced an initial dividend of 1.6 pence per share shortly after its December AIM IPO, where it raised $15 million (≈£11.1 million). The company reported 25.7% revenue growth to $39.4 million for 2025...
Unverified Tips Can Mislead: False Compass Data
Interesting side note on today's disappointing $CMPX results: Yesterday, I received a message on Signal from someone claiming to be a Compass employee. He gave me the purported tovecimig PFS and OS data. I didn't do anything with the supposedly material...
BRM.V Gains Near-Term Visibility with Revenue, Backlog Growth
First time in a while that $BRM.V has had any kind of near-term visibility. Grew revenue and backlog.. very nice to see.
Talk Your Book: Consternation About Concentration
The podcast, sponsored by State Street, examines the explosive expansion of the ETF market, noting that global assets under management have surpassed $12 trillion. It highlights a portfolio rotation from the Mag‑7 mega‑caps toward small‑cap, industrial and international equities, driven by...
NBIS Eyes Support at 21‑Day EMA Amid Bullish Options
$NBIS trying to find support near its 21-day EMA (green line on chart). Recent bullish options flow in this one. @marketsurge @IBDinvestors #IBDPartner https://t.co/rUV2PA73qx
EM Small‑Cap Rally Likely, Few Hold Large Positions
EM small caps are ripping? I'm guessing not many folks hold a ton of that. GS https://t.co/qjtoYHe5yP
Precipio (PRPO): Advanced Blood Diagnostics
Precipio (PRPO) showcased its dual‑model strategy in a live MicroCapClub interview, highlighting a low‑cost BCR‑ABL assay developed for under $100,000—far cheaper than the $5‑10 million industry norm. The company reported a 30% revenue increase in 2025, achieving its first profitability inflection...
Skyline Bankshares Reports Strong Q1 2026 Results
Skyline Bankshares, Inc. Announces First Quarter 2026 Results $SLBK nice numbers from old friends https://t.co/FDxrPaXGOX
VUL Stock Rising Since 200p
Creeping up from my recent buy at 200p. #VUL More to go for though 👏👏👏 https://t.co/CKcSR3QNkP
Veradermics' Hair Loss Drug Clears Late-Stage Trial
Ok, here we go... $MANE Veradermics' hair loss drug succeeds in late-stage trial. A report from @ADeAngelis_bio https://t.co/jtSB36sPGO
OHGR Beats Expectations Yet Remains Risky Play
#OHGR "ahead of market expectations". ShareScope showing fwd p/e 18.5 falling to 17.9 and fwd Divvy 2.6% rising to 2.7%, BEFORE today's news and allowing for cash. Illiquid but play on NHS failure. I don't hold.
PWR Posts OK Results, Announces 1.6p Dividend
#PWR maiden results read OK. Cash $15.3m (but most from IPO). ShareScope has fwd p/e 9.5 RISING to 11 (could be way out), but no Dividend forecasts; however PWR announced Dividend 1.6p per Share & ongoing "progressive Dividend policy". Illiquid...