Today's Small Cap Stocks Pulse

Deep Fission targets up to $1.66B valuation in new Nasdaq IPO
Deep Fission announced a Nasdaq IPO seeking $157 million at $24‑$26 per share, which would value the nuclear startup at up to $1.66 billion. The company previously completed a reverse merger that raised $30 million but never traded on the OTCQB. Its latest S‑1 filing shows a cash deficit of $88.1 million as of March, up from $56.2 million in December.

Here Is Why Ovid Therapeutics (OVID) Is One of the Best Fast Growing Penny Stocks
Ovid Therapeutics saw its price target raised by H.C. Wainwright to $4 from $2, reflecting confidence in its advancing pipeline. The company reported clean safety data for a 7 mg dose of its GABA‑aminotransferase inhibitor OV329, with no serious adverse events. Backed by a $60 million private placement, Ovid is expanding OV329 into tuberous sclerosis, infantile spasms, and a Phase 2 focal‑onset seizure study slated for Q2 2026. Additionally, it secured regulatory clearance for a Phase 1 trial of oral KCC2 activator OV4071 in Australia.

EVgo (EVGO): 8 Best Fast Growing Penny Stocks to Buy Right Now
EVgo reported a record Q1 2026 revenue of $110 million, a 45% year‑over‑year increase, driven by double‑digit growth in its charging‑network sales. The company expanded its footprint to 5,280 operational stalls, adding more than 200 new DC fast‑charging locations and serving...

Is Gold Royalty Corp. (GROY) One of the Best Fast Growing Penny Stocks to Buy?
Gold Royalty Corp. (GROY) posted record Q1 2026 results, generating $7.2 million in revenue and $9.4 million in total proceeds from royalties and land agreements. Adjusted EBITDA surged 318% year‑over‑year to $7.0 million, and the balance sheet now holds $13.6 million in cash with...
Tenaz Energy Hits Geopolitical Sweet Spot
Tenaz Energy (ATUUF) positions itself as a pure‑play vehicle to profit from persistently high European natural‑gas prices, expanding its offshore operations off the Dutch coast in the North Sea. The analyst notes that even if the Strait of Hormuz reopens,...
Liberty Energy: Pricing Recovery And The LPI Program Show An Interesting Future
Liberty Energy (LBRT) is rated a Buy with a $42‑$44 target price and a recommended accumulation range of $30‑$35. The firm’s DigiFleet and DigiPrime platforms create a technology moat that boosts frac‑operation efficiency while lowering emissions. Its Liberty Power Innovations...
Octave Posts $78.5 Million Insurance Distribution Revenue, 92% YoY Surge in Q1 2026
Octave Specialty Group (OSG) announced $78.5 million in insurance distribution revenue for the first quarter of 2026, a 92% year‑over‑year increase. The surge reflects 42% organic growth and the impact of the October 2025 ArmadaCare acquisition, while adjusted EBITDA rose to...
Amadeus FiRe AG Q1 Profit Climbs to €357 M, Underscoring Travel‑tech Rebound
Amadeus FiRe AG reported first‑quarter profit of €356.9 million, up from €354.6 million a year earlier, and revenue of €1.682 billion, a 3.1% rise. The results highlight a resurgence in European travel‑tech demand as post‑pandemic travel picks up.
Fluence Energy Shares Jump 33% on Q2 Revenue Upswing and Tightening Losses
Fluence Energy, Inc. saw its Nasdaq‑listed shares surge 33.08% to $25.25 after releasing second‑quarter results that showed revenue of $464.9 million and a net loss narrowed to $20.9 million. The jump reflects investor confidence in the company’s expanding energy‑storage portfolio and the...

Vipshop's Cheap Valuation Amid Buybacks and REIT Plans
Vipshop (VIPS US): • Overstock of China, now beauty e-com • Share buyback of 1/3 of shares since 2021, continuing • Selling Shanshan outlet properties as REIT soon • Trades at 6x P/E with 42% net cash/market cap • Risks: J Capital 2014 short report,...
BridgeBio Q1 2026 Earnings Show Atruvio Revenue Surge to $180.6M
BridgeBio posted Q1 2026 revenue of $194.5 million, powered by Atruvio net product revenue of $180.6 million—a 24% sequential rise and 392% year‑over‑year increase. The company also announced a $500 million share‑repurchase program and a cash balance of $940.2 million, underscoring a stronger financial...
Axon Q1 FY2026 Growth Fueled by Cloud, TASER 10
Axon just dropped Q1 FY2026 numbers — cloud & TASER 10 adoption driving solid growth. Nice to see recurring revenue share ticking up. 📊 Check the earnings call highlights for updated guidance. AxonEarnings
WES Q1 Shows Strong Delaware Volumes, Lower Debt
WES just dropped its Q1 2026 call transcript. Key takeaways: solid Delaware Basin volumes, debt trending down, and strong cash returns. Worth a read for midstream watchers. 📊 Midstream
This Is Why Spire Inc. (SR) Is a High Growth Utility Stock to Buy
Spire Inc. completed the sale of its gas‑marketing arm, Spire Marketing, to Boardwalk Pipelines for $215 million in cash. The proceeds will partially fund the acquisition of Piedmont Natural Gas Tennessee’s business and support general corporate purposes. By shedding non‑core assets,...
Starz Posts $211M OTT Revenue, Boosts Margin Outlook Amid Pricing Push
Starz announced OTT revenue of $211 million for Q1 2026, a sequential rise from $210 million, as pricing discipline and a $11.99 price increase lifted ARPU. The company also cut content spend, exited its Pay‑Two deal and reaffirmed guidance for continued margin expansion.
Varex Imaging Posts 1% Revenue Rise, Medical Segment Drives Q2 Growth
Varex Imaging Corp. posted $216 million in Q2 2026 revenue, a 1% year‑over‑year increase, with the medical imaging business contributing $156 million (72% of total). The modest top‑line gain came as non‑GAAP gross margin fell 240 basis points, reflecting higher component costs...
ASTS’s $1.2B Backlog Fuels 2026 Meta Catalyst
$ASTS before Monday's earnings Market is sleeping on that $1.2B backlog.. everyone's obsessing over the SpaceX IPO plus I believe Meta validation is the most underrated catalyst of 2026

Cipher Pharmaceuticals Q1 2026 Update – CPH.to
Cipher Pharmaceuticals delivered a stronger‑than‑expected first‑quarter 2026, posting $12.5 million in revenue, a 4 percent year‑over‑year rise, and an 82 percent gross margin—up six points from the prior year. Adjusted EBITDA jumped 25 percent to $7.7 million, pushing the adjusted EBITDA margin to 62 percent, well...
Buy on Dip: $ALAB Fundamentals Strong Since IPO
My plan if $ALAB drops back to $175 I am backing up the truck...the fundamentals haven't been this strong since the IPO
Willdan Stock Is Skyrocketing, but One Fund Still Cashed Out $7.7 Million
Willdan Group’s stock has rallied 85% year‑to‑date, far outpacing the S&P 500. Bard Associates reduced its Willdan holding by 73,167 shares, cashing out roughly $7.74 million in Q1 2026. The sell‑off appears to be profit‑taking, as Willdan later reported an 82% jump...
Omada Health Posts 42% Revenue Jump as GLP‑1 Care Track Fuels Employer Wellness Growth
Omada Health announced Q1 2026 revenue of $78 million, a 42% rise year‑over‑year, as its GLP‑1 Care Track and expanded pharmacy‑benefit‑manager partnerships boost member enrollment. The company lifted full‑year revenue guidance to $322‑$330 million and reported its first positive adjusted EBITDA.
Alpha Metallurgical Resources Narrows Q1 Loss as Coal Prices Stabilize
Alpha Metallurgical Resources reported a first‑quarter net loss of $11.03 million, a sharp improvement from $33.95 million a year earlier. Adjusted EBITDA rose to $30 million, driven by higher metallurgical coal realizations despite a dip in tonnage, underscoring a stabilization in base‑metal prices.
Rocket Lab Posts Record $200M Q1 Revenue, Secures $190M US Defense Contract
Rocket Lab reported first‑quarter revenue of $200 million, a 63% jump year‑over‑year, and clinched a $190 million contract with the U.S. Department of War for hypersonic test flights. The New Zealand‑founded launch provider also grew its backlog to $2.2 billion and added 31 new...
Management Rejects $500K Funding; Investors Demand Bigger
Multiple people have told the Koala this morning if that C$500,000 proposed placement that TNR Gold $TNR.V $TRRXF management implicitly rejected by refusing to engage “needs to be bigger” they’d take a piece of it Not sure why a company that...

MTT Shipping Makes Its Bursa Malaysia Debut
MTT Shipping and Logistics Bhd debuted on Bursa Malaysia’s Main Market in late April 2026, raising MYR 652.5 million (≈ USD 165 million) at MYR 1.03 per share. The IPO values the domestic carrier at roughly MYR 2.6 billion (≈ USD 658 million) and adds a publicly‑traded status to its...
Vanguard Flags Two ETFs to Outperform the S&P 500 Over the Next Decade
Vanguard’s Capital Markets Model now projects that its Value ETF (VTV) and a small‑cap fund will deliver 10‑year annualized returns of 6.9% and 6.8%, outpacing the S&P 500’s 5.9% forecast. The recommendation hinges on persistent valuation gaps between value versus...
First Advantage Posts 8.6% Revenue Rise to $385M in Q1 2026
First Advantage Corp. posted $385 million in first‑quarter revenue, an 8.6% year‑over‑year increase and the fourth straight quarter of growth. The earnings beat was powered by a 12% go‑to‑market expansion, AI‑driven productivity gains, and a 97% customer‑retention rate.
IonQ Touted as Top Long‑Term Quantum Computing Stock Amid 755% Revenue Surge
IonQ was highlighted as the premier quantum‑computing stock for patient investors after reporting a 755% year‑over‑year revenue increase to nearly $65 million and raising its full‑year revenue outlook to $260‑$270 million. Analysts point to the company’s accuracy lead and its first 256‑qubit...
Sprout Social Posts 11% YoY Revenue Rise, Beats Q1 2026 Forecast
Sprout Social posted $121.5 million in Q1 2026 revenue, an 11.2% year‑over‑year increase, surpassing analyst forecasts. The company highlighted strong AI‑driven product adoption, a record $24.7 million non‑GAAP free cash flow, and an inaugural $50 million share‑repurchase program.
Cardlytics Q1 Billings Down 37% After Bank of America Exit, Seeks Growth
Cardlytics Inc. posted a 37% year‑over‑year decline in Q1 2026 billings to $58.1 million after Bank of America withdrew from its platform. The company still expects sequential billings of $61‑$67 million in Q2 and aims to restore profitability as it trims costs...
Safepoint Holdings Files for US IPO, Reporting $48M Q1 Net Income
Safepoint Holdings Inc., a Tampa‑based underwriter of specialty homeowners and commercial policies, filed a registration statement for an initial public offering on Friday. The filing disclosed a surge in Q1 net income to $48 million on $168 million revenue, more than double...
AI Packaging Boom Accelerates with Massive Backlog
Suss Microtec’s Q1 2026 call confirmed the AI packaging boom is still surging. Strong bookings for advanced bonding & lithography, with a massive backlog. Management is bullish on the multi-year runway. 📈🤖 Semiconductors
CRAI Launches FY26 With Strong Q1 Revenue Growth
CRAI kicked off FY26 strong. Q1 earnings call just dropped—management discussed revenue, utilization, and a solid project pipeline. Worth a read for the full breakdown on growth trends. 📈💼 EarningsSeason

Wall Street Doesn’t Understand the CDN Business, What AI Agentic Traffic Is, and How Bits Are Delivered
Fastly’s shares plunged 40% after its Q1 earnings revealed lower‑than‑expected delivery volumes, despite stable pricing. The company’s top ten customers, which generate 34% of revenue, saw no acceleration in traffic, and 4K streams now represent only 1‑2% of bits delivered...

SOX's Six-Week Rally Stands Out on Log Chart
$SOX 6-week rally is impressive even on an all-time weekly log chart @stockcharts https://t.co/dRPc37eWjs https://t.co/cGz2ILx8uj
Hyperscale Data Weighs Strategic Options as $100 Million Balance Sheet Outpaces Market Value
Hyperscale Data, Inc. announced that its executive team is evaluating a range of strategic alternatives after its cash and Bitcoin treasury neared $100 million while its market capitalization lagged behind. Executive Chairman Milton “Todd” Ault III warned that the market undervalues...
These Smaller Tech Stocks Are Punching Well Above Their Weight
Small‑cap technology stocks have outpaced their large‑cap counterparts by 38 percentage points over the past year, as AI‑driven demand reshapes the sector. Large‑cap software giants such as Salesforce, Intuit and Adobe have slumped more than 30%, with Workday and ServiceNow...
BigBear.ai Holdings, Inc. (BBAI) Q1 2026 Earnings Call Prepared Remarks Transcript
BigBear.ai Holdings held its first‑quarter 2026 earnings call on May 8, 2026, with CFO Sean Ricker and CEO Kevin McAleenan presenting. The executives emphasized the company’s role in delivering AI‑driven solutions that support U.S. servicemen and women and bolster national‑security capabilities. They referenced...

Trump Media, Parent of Truth Social, Reports Q1 Sales of $871,000 and $405.9 Million Net Loss
Trump Media and Technology Group (DJT) reported Q1 2026 net sales of $871,200, a 6% YoY increase, but posted a $405.9 million net loss and a $387.8 million adjusted EBITDA loss. The company generated $17.9 million of operating cash flow and closed the...
Morgan Stanley Raises IonQ Target, Sparks Sell Debate
why would you suggest "equal weight" when $IONQ stock is already above your new target? wouldn't that mean SELL? @MorganStanley Morgan Stanley resets IonQ stock price target | IONQ - TheStreet https://t.co/4XvKMvJxIQ
Is Lithium Americas (LAC) One of the Best EV Battery Stocks to Buy?
Lithium Americas (LAC) appointed former Rio Tinto executive Clayton Walker to its board on May 4, signaling a push for stronger governance as the company advances its Thacker Pass lithium project. The firm reported zero revenue for 2025 and a widened...
Meritage Reports First Quarter 2026 Results; Margins Rising, Outlook Better
Meritage Hospitality Group reported a first‑quarter 2026 revenue decline to $132.6 million, a 14% drop year‑over‑year, while earnings from operations widened to a $10.6 million loss after one‑time closure and restructuring charges. The company closed roughly 60 Wendy’s locations and trimmed morning...

Magnite Inc. (MGNI) CTV Momentum Strengthens Its Small-Cap Value Case
Magnite Inc., the world’s largest independent sell‑side advertising platform, received a reiterated Buy rating from Benchmark on April 28, accompanied by a $30 price target. The firm is leveraging its relationships with Walmart, Amazon and over ten commerce‑media partners to...
Innoviva, Inc. (INVA) Draws Bullish View From Cantor on Recurring Royalty Strength
Cantor Fitzgerald reaffirmed an Overweight rating on Innoviva (INVA) with a $32 price target, citing the strength of its recurring royalty stream that generated roughly $250 million in 2025. The specialty therapeutics segment contributed $175 million in trailing‑12‑month revenue, underscoring growth beyond...

Innoviva, Inc. (INVA) Draws Bullish View From Cantor on Recurring Royalty Strength
Cantor Fitzgerald reaffirmed an Overweight rating on Innoviva (INVA) with a $32 price target, citing the stability of its recurring royalty stream that produced roughly $250 million in 2025. The firm highlighted growth in the Specialty Therapeutics segment, which posted $175 million...

Globant S.A. (GLOB) A Small Cap Value Stock Capitalizing on Soaring IT Spending
Wedbush initiated coverage of Globant (NYSE:GLOB) with an Outperform rating and a $61 price target, citing the company's strong position in AI‑driven IT services. The firm expects Globant to benefit from a rebound in corporate IT spending and the growing...

What Does H.C. Wainwright See in Electrovaya (ELVA) Despite Its Near-Term Revenue Cut?
Electrovaya Inc., a Canadian lithium‑ion battery maker, received a reiterated Buy rating from H.C. Wainwright on April 29, with the price target held at $10. Analyst Amit Dayal lifted the FY2028 EPS estimate to $0.62 per share while cutting the FY2026...

Standard Lithium (SLI) Initiated at Outperform as Evercore Highlights DLE Progress
Evercore ISI analyst Eric Boyes initiated coverage of Standard Lithium Ltd. (SLI) with an Outperform rating and a $4.75 price target. The firm’s direct lithium extraction (DLE) technology, demonstrated in Arkansas’s Smackover Formation, achieved over 95% lithium recovery and 99%...

Solid Power (SLDP) Q1 Revenue Falls, But EV Battery Milestones Keep Growth Story Alive
Solid Power reported Q1 2026 revenue of $3.1 million, a roughly 50% year‑over‑year decline after the SK On line‑installation agreement hit its final milestone and closed the associated revenue stream. Net loss narrowed to $13.0 million, or $0.06 per share, helped by a...

Atlas Lithium (ATLX) Locks In Four Construction Partners for Its Brazil Lithium Mine
Atlas Lithium Corp. announced on April 27 that it has signed four Brazilian engineering and construction firms—Promon Engenharia, TSX Engineering, Cerne Construções, and RETC Infraestrutura—to begin building its flagship Neves lithium project in Minas Gerais. The contracts were awarded through...

SES AI (SES): Revenue Up 929% in a Year and Cantor Still Sees More Room to Run
SES AI Corp., a lithium‑metal battery developer, posted Q1 FY2026 revenue of $6.7 million, up 47% from the prior quarter and 929% year‑over‑year to $21 million. The surge was powered by its Energy Storage Systems (ESS) segment and a new three‑year North...