Filtered library · Theme
small-cap-value-rotation theme · 37 dossiers
Dossiers in the small-cap-value-rotation theme cluster — 37 names moving on shared catalysts.
All dossiersXMTR
freshXometry, Inc.
Q2 on 2026-08-04 cleared every self-set number — revenue $229.3M (+41%), marketplace +45%, Adj EBITDA $14.1M — and the new CEO raised FY2026 growth to 33–34% from 27–28%. Price took three sessions to agree, closing $93.15 on 08-07 back…
WEST
freshWestrock Coffee Company
Conway extract/RTD/flavors platform inflecting capex-to-cash: Q1 (5/07) beat + record adj EBITDA + FCF-positive-H2 guide; the 6/30 debt-maturity extension cleared the refi wall. Stock re-rated to ~$9.50 near the $9.81 52-wk high. Q2…
BLZE
Backblaze, Inc.
Neocloud storage pick-and-shovel: the five-year ~$335M CoreWeave B2 Neo deal (2026-06-23) re-rated BLZE from the high-$7s to a 52-week high near $18, and sell-side is still chasing (Citizens to $16, 2026-07-23). Narrative accelerating but…
BVS
freshBioventus Inc.
M&A leg replaced the deleveraging leg on 2026-08-05: the board formed an independent committee after an unsolicited acquisition proposal, hiring Evercore, while Q2 revenue $153.2M missed the $155.64M consensus. Price marked a 52-week high…
FET
freshForum Energy Technologies, Inc.
Small-cap oilfield-equipment operating-leverage re-rating: the 2026-07-30 Q2 beat ($1.16 adj EPS vs $0.56 est) plus an FY26 revenue guide lifted to $870–910M drove a 52-week high inside a week. The leg is accelerating, but the next company…
MTW
freshThe Manitowoc Company, Inc.
Q2 (2026-08-06) turned Manitowoc from a levered crane laggard into an earnings-inflection name: orders +56% to $709M, backlog above $1B for the first time, FY26 adj EPS guided to $0.80–1.20 vs $0.48 consensus. The leg being bought is…
NVEC
freshNVE Corporation
Spintronics micro-cap re-rated ~52% in one session on a step-change quarter — revenue +81% to $11.034M, gross margin 81.3%, EPS $1.32 (2026-07-22) — after FY2026 grew just 1.76%. The leg being bought is a structural inflection in…
PENG
Penguin Solutions, Inc.
Q3 (July 7) broke the model wide open: revenue $478.7M vs $405.5M consensus (+48% YoY), EPS $0.84 vs $0.54, FY26 growth guide lifted 12%→22% and FY27 pre-guided ~30%. The stock then round-tripped from $89.86 to ~$60 on the $750M…
PLMR
Palomar Holdings, Inc.
Specialty-P&C compounder re-rating: three Overweight/Outperform PT raises to $165–167 in 12 days (KBW 07-08, Piper 07-15, JPM 07-20) drove a breakout to new highs, +25% in a month on 42% GWP growth. Narrative re-accelerating and sell-side…
PNRG
PrimeEnergy Resources Corporation
Geopolitical crude bid re-fired after the 2026-07-08 US strikes and Hormuz blockade — WTI back to ~$80 from $68.86, PNRG +8.9% MTD to $186.51 and above the 200-day. Structurally better than June: GCX in-service flipped Waha gas positive,…
SEER
freshSeer, Inc.
Four escalating take-private proposals in July 2026 — Radoff-JEC at $2.55 cash + CVR, Chair/CEO at $2.45 + two CVRs — against ~$220M of Q1-end cash and ~55M shares out. The Special Committee opened its mandate to "other alternatives" on…
ABX
Abacus Global Management, Inc.
Life-settlements franchise bolted the RWA-tokenization narrative (100+ policies on-chain, $224B TAM) onto a Q1 beat and a raised FY adj-EPS guide, but shares rejected the $12.44 high with a −7.3% sell-the-news day into a binary ~2026-08-06…
ALTO
Alto Ingredients, Inc.
Ethanol-to-specialty/low-carbon pivot re-rated ~6x off $0.92, but both fuel catalysts — the June 45Z cash sale and the Russell index add — are spent, and price has round-tripped from the $6.11 July high to ~$4.64, losing the $5.10-$5.20…
AMBQ
Ambiq Micro, Inc.
Edge-AI silicon small-cap re-rating on Roth Capital's 2026-07-14 Buy initiation at a Street-high $125 PT, which re-opens upside above the spent $70 Needham/UBS cluster. But the last confirmed tape is the 2026-06-05 -12% distribution day,…
BAND
Bandwidth Inc.
Late-stage small-cap CPaaS squeeze: +360% YoY into the mid-$70s, ~5% below the $79.08 high, with Citizens ($86, 2026-07-20). Riley ($85) both lifting targets in July. A confirmed Q2 print on 2026-07-29 is a binary two trading days out —…
BBWI
Bath & Body Works, Inc.
Rotation-passenger thesis is dead and the self-help turnaround hasn't ignited: BBWI made fresh relative lows near $19 into the 2026-07-12 Ulta launch, down ~42% over 12 months and below its 200-DMA while the tape holds up. Goldman cut to…
CAL
Caleres Inc
Q1 re-rate is spent and the tape has gone flat — CAL has chopped a tight $11–$12.6 band near $11.78 (2026-07-24), ~19% below its pre-print level and under the lost low-$13s June shelf. Slow brand-mix-shift value name, not an accelerating…
CERS
Cerus Corporation
Analyst-confirmed profitability inflection (Q1'26 adj-EBITDA +$4.0M, +24% product rev) in a 25-year blood-safety grinder, but the 2.7x off the lows is largely spent and price sits near 52-week highs (~$3.00). The 2026-07-30 Q2 print is now…
DUOT
freshDuos Technologies Group, Inc.
The pivot is now structural: the rail subsidiary was sold 2026-08-05 (related party — interim CFO owns 50% of the buyer), leaving an edge-colocation operator carrying a 2026-07-16 five-year 10 MW hyperscaler contract worth >$111M. The tape…
DXC
freshDXC Technology Company
Legacy IT-services decliner being re-rated as an AI-centric pivot: AI-framed leadership change 2026-07-30, ElevenLabs and Primary partnerships inside ten days, FY27 non-GAAP EPS guide of $2.40–$2.90 affirmed against a $10.84 close.…
EVC
freshEntravision Communication
Smadex AI-DSP re-rate broke to a new 52-week high of $13.48 with no dated company news since 2026-07-12 — an anticipatory leg into the 2026-08-10 Q2 print, the binary on whether Q1's +204% ATS growth and ~22% EBIT margin held.…
FOSL
freshFossil Group, Inc.
Legacy watch/accessories brand whose margin-first turnaround is showing in the numbers: Q1 2026 swung to $12.0M operating income from a $(6.7)M loss on net sales of $224.8M, and the FY2026 guide (-4% to -6% sales, 3-5% adjusted operating…
GCMG
GCM Grosvenor Inc.
Alternatives-manager re-rate stalled — GCMG printed a new $14.38 high on the 2026-07-13 Piper upgrade, then reversed ~15% to a $12.20 close into the 2026-08-06 Q2 binary. The AI-datacenter infra/private-credit fundraising thesis is intact…
HPK
freshHighPeak Energy, Inc.
The Hormuz premium round-tripped in the barrel — WTI $69.23 on 2026-06-25 after the 2026-06-18 MOU — yet HPK held its June shelf and closed $7.20 on 2026-08-07 with WTI back at $78.18. What remains is a cash-flow and deleveraging read on…
INHD
Inno Holdings Inc.
The $39.49 tape is a frozen June 8 last-trade, not a live market — a ~3,600% blow-off from ~$1 on a $3M AI 'used-phone agent' deal, halted under Nasdaq T12 ever since while the board probes its own trading. Seven weeks on, still no…
JRSH
Jerash Holdings (US), Inc.
Genuine FY2026 turnaround (loss→$3.6M net, record $166M rev) plus a +20–22% Q1 guide drove a +36% circuit-breaker gap on 2026-06-15. Six weeks on the catalyst is spent, the only new item is a 2026-07-21 board-chair succession, and RSI-88.6…
KRT
freshKarat Packaging Inc.
Tariff-refund windfall re-rating: a $25.8M IEEPA refund and a dividend raise to $0.47 drove a 15.2% post-print gap to a 52-week high $47.09 close on 2026-08-07 at RSI 86.9. The company's own Q3 guide (GM 35–37%, adj EBITDA margin 9–11%)…
MRAM
Everspin Technologies, Inc.
Sympathy bid off the Micron-led memory supercycle and Russell 2000 inclusion floored the post-parabola markdown in the low-$20s, but the ~2026-07-28 Q2 print is now the binary: Everspin must show a non-casino datacenter/AI design win or…
MYE
Myers Industries, Inc.
Legacy plastics maker re-rated ~2.4x on a "Focused Transformation" — MTS distribution arm in discontinued ops, capital concentrated behind Signature/MegaDeck composite matting (Infrastructure orders +130% YoY, Q1 adj EPS $0.44 vs $0.28).…
OFIX
freshOrthofix Medical Inc.
Reimbursement-reversal re-rate has already been spent: CMS restored pre-May-18 bone-growth-stimulator rates (reported 2026-07-02) and the 2026-08-05 Q2 print beat on both lines with FY26 guidance raised to $845–855M / $95–98M adj EBITDA —…
PANL
freshPangaea Logistics Solutions Ltd.
Dry-bulk recovery is in the P&L but not the tape: Q1 2026 (2026-05-11) adjusted EBITDA +70% YoY to $25.2M on $15,252/day TCE, yet the stock closed $7.42 on 2026-08-07, 20.1% under the $9.29 52-week high. The 2026-08-10 Q2 print is the…
PCT
PureCycle Technologies, Inc.
Post-dilution repair story: the June 10–15 raise (~$145M equity + $287.5M 4.75% converts, ~$11.08 conv) roughly halved the stock to ~$8 while the commercial ramp (Q1 record 8.4M-lb output, +161% revenue) held. The 2026-07-15 Mitsui/RM…
SKWD
Skyward Specialty Insurance Group, Inc.
Specialty E&S compounder printing 20%+ operating ROE with the Apollo Lloyd's book integrated; the low-$40s-to-$63 re-rate is MATURING. The Aug 4 Q2 print is the next binary — a fresh chase near $60, up +17% in 30 days with earnings inside…
TBI
Trueblue, Inc.
Deep-cyclical industrial staffer re-rated +140% off the $3.18 low on a staffing-demand recovery and a data-center/energy labor boom lifting PeopleReady +19% YoY. Still loss-making (Q1 net -$19.8M), margins compressed, and the…
WLFC
Willis Lease Finance Corporation
Engine-leasing supercycle still printing records (Q1 rev +23%, EPS $4.03 vs $3.02 est), but the theme is maturing and the stock has faded ~18% off its 2026-07-06 ATH into the now-completed 3-for-1 split. The event stack has collapsed to…
WRLD
World Acceptance Corporation
Post-print relief gap: the 2026-07-24 Q1 beat on adjusted EPS ($2.12 vs ~$0.58) plus improving year-over-year delinquencies drove a +15% pop back to ~$208, but revenue missed ($139.2M vs $143.9M) and GAAP EPS was just $1.33. A low-float…
XTLB
XTL Biopharmaceuticals Ltd.
Delisting binary fully resolved to the survive side — Nasdaq confirmed regained compliance 2026-07-20, but with a one-year no-cure monitor attached. What's left is a ~$7M psilocybin micro-cap with a going-concern warning and heavy…