Filtered library · Theme
small-cap-value-rotation theme · 24 dossiers
Dossiers in the small-cap-value-rotation theme cluster — 24 names moving on shared catalysts.
All dossiersPURR
Hyperliquid Strategies Inc
Hyperliquid proxy has decoupled from a broken crypto tape (BTC sub-$60k, -50% from ATH) and is squeezing on idiosyncratic flow: Russell 2000/3000 reconstitution (effective ~6/29), a small-float gamma-squeeze setup, and HYPE-token relative…
BLZE
Backblaze, Inc.
Neocloud storage pick-and-shovel confirmed: a five-year ~$335M CoreWeave B2 Neo contract (announced 2026-06-23) validated the white-label thesis and re-rated BLZE from the high-$7s to a fresh 52-week high near $18. Narrative accelerating,…
PLMR
Palomar Holdings, Inc.
Diversified specialty-insurance compounder: GWP +42% to $629.8M in Q1 (2026-05-06), FY26 adjusted-income guide lifted to $262–278M at 20%+ ROE. But the stock has stalled ~8% under its $147.62 high, sell-side is splitting, and the…
WLFC
Willis Lease Finance Corporation
Aircraft engine-leasing supercycle spare-engine shortage plus MRO backlog holding lease rates >20% above 2019 drove WLFC's record Q1 (rev +23% to $194.3M, EPS $4.03 vs $3.02 est). Fundamentals still accelerating but the theme is maturing…
ALTO
Alto Ingredients, Inc.
Legacy ethanol/specialty-alcohol pivot re-rated ~6x off $0.92; Russell 2000/3000 add (eff. 2026-06-26) drove a new 52-week high of $6.11 in early July, but that passive-flow catalyst is spent and price has faded to ~$5.63. Maturing…
AMBQ
Ambiq Micro, Inc.
Edge-AI silicon small-cap whose 2026-05-12 Q1 beat + Q2 guide-raise drove a parabolic to an $85.77 ATH (May 26), then a -12.4% distribution day (Jun 5). Catalyst is spent, no binary lands until the ~Aug Q2 print, and price sits above the…
ATEN
A10 Networks Inc
Post-TrojAI AI-security re-rate still accelerating but now MATURING and extended: ATEN at all-time highs (~$36.30, June 30 close $37.36) trading ~15–20% above the blended $30–32 consensus and above every desk but the lone $45 bull. Aug 5…
BAND
Bandwidth Inc.
Fully re-rated small-cap CPaaS squeeze: +360% YoY to ~$75, ~5% under the $79.08 high. The mid-June $275M 0% convert broke above its $72.64 strike instead of capping the tape. Riley lifted its target to $85 on 2026-07-09 but price has…
BBWI
Bath & Body Works, Inc.
Rotation-passenger thesis is dead: BBWI broke its multi-year base and sits ~36% off its high near 52-week lows while the tape makes records. Only live leg is a nascent self-help turnaround Ulta wholesale launch 2026-07-12, Consumer First…
CAL
Caleres Inc
Post-earnings drift has cut the stock ~19% from its pre-print ~$14.51 to $11.81 (2026-07-10), slicing the low-$13s June base as the spent Q1 catalyst left no momentum leg. Cheap on forward numbers (~7.7x, ~$57.8M tariff-refund optionality…
CERS
Cerus Corporation
Analyst-confirmed profitability inflection (Q1'26: adj-EBITDA +$4.0M, +$6.2M op cash, +24% product rev) in a 25-year blood-safety grinder but the 2.7x off the lows is largely spent and price is pinned at 52-week highs (~$3.19 vs $3.21).…
DDD
3D Systems Corporation
June's $50M raise at $3.05 (16.4M sh) is already underwater: shares last $2.775 (2026-07-02), below the offering floor, with ~$50M shelf undrawn and soft Q2 guidance (rev $93–95M, adj. EBITDA still negative) into the 2026-08-10 print. A…
DUOT
Duos Technologies Group, Inc.
Railcar-inspection shell re-rated into an AI data-center/edge-compute + behind-the-meter power operator. July-7 Nistar 2 MW MSA and Russell 2000 inclusion rebuild the story above the $9.50 secondary floor, but structure stays broken below…
EVC
Entravision Communication
Smadex AI-DSP re-rate is real ATS net revenue +204% YoY in Q1 2026 but the move has matured into a tight consolidation on ~77% lighter volume with no dated catalyst until the ~early-August Q2 print; the TelevisaUnivision affiliation expiry…
FBIN
Fortune Brands Innovations, Inc.
Activist + new-CEO turnaround now underwritable: Trian's Edward Garden bought ~$13M at $40.6 (2026-06-11), ex-AZEK CEO Jesse Singh named CEO (2026-06-29), Truist upgraded to Buy PT $70. Stock ripped ~+30% to ~$53 narrative accelerating but…
GCMG
GCM Grosvenor Inc.
Alternatives-manager re-rating: infrastructure and private-credit fundraising (AI-power capex driven) plus a $9.8B contracted-not-yet-fee-paying AUM backlog point to fee-earnings acceleration but reported Q1 FRE was flat YoY and shares sit…
INHD
Inno Holdings Inc.
Halted micro-cap: the $39.49 last print (June 8, 2026) was a 3,660% blow-off from $1.05 on a $3M AI 'used-phone sales agent' deal, after which Nasdaq froze it under T12 and the board opened a probe into its own trading. No live tradeable…
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. Three weeks on the catalyst is spent, no fresh news since June 18, RSI-88.6 momentum has bled off the gap…
MRAM
Everspin Technologies, Inc.
Post-parabolic markdown stalled in the low-$20s on the 50-day MA: Micron's 2026-06-24 blowout reignited the memory supercycle and Russell 2000 inclusion (effective 2026-06-26) added passive flows. But MRAM is the niche, most-shorted name…
MYE
Myers Industries, Inc.
Legacy plastics/rubber maker re-rated ~2.7x on a 'Focused Transformation' divesting the MTS distribution arm and concentrating on a composite-matting infrastructure/defense engine (Signature/MegaDeck orders +130% YoY, Q1 EPS $0.44 vs…
PCT
PureCycle Technologies, Inc.
Commercial recycling ramp is real (Q1 record 8.4M-lb output, +161% revenue), but the dilution the bears warned about landed: June 10 concurrent $145M equity + $287.5M 4.75% converts due 2032 (conv ~$11.08) crushed the stock from $13.95 to…
PENG
Penguin Solutions, Inc.
Agentic-AI infrastructure re-rate: FY26 net-sales growth guide lifted ~6%→12% and reaffirmed at the high end, now reinforced by an invitation-only NVIDIA AI Factory Specialized Partner badge (June 23). Ran $16→$77.40 ATH (June 22) then…
PNRG
PrimeEnergy Resources Corporation
The geopolitical oil bid that drove June's +11.5% bounce has broken: WTI cratered to $68.86 (2026-06-26), under $70 for the first time since February as the Iran premium deflates. Offsetting it Waha gas flipped positive and a fresh…
WRLD
World Acceptance Corporation
Subprime lender re-rated to ~30x (from a historic 6–12x) on a buyback float-shrink plus credit-normalization "growth shift," +59% in six months into a fresh 52-week high of $227.68. Now overbought, directors selling, sell-side modeling…