Filtered library · Theme
Small-cap value rotation theme · 59 dossiers
Dossiers in the Small-cap value rotation theme cluster — 59 names moving on shared catalysts.
DormantLast produced 16 August 2026, 25 days ago — outside the 14-day window the model counts as current work.
All 59 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers CLDT Chatham Lodging Trust MEDIUM Guidance-raise leg in a small-cap lodging REIT with an AI-adjacent demand pocket: Q2 adjusted FFO $0.48 (+22% YoY) and FY26 AFFO guided to $1.28–$1.34 on 2026-08-04, with four Silicon Valley hotels at 17% of EBITDA printing July RevPAR… FBIZ First Business Financial Services, Inc. MEDIUM Post-2026-07-30 re-rating in a micro-cap Wisconsin business bank: Q2 EPS $1.84 vs $1.54 consensus, NIM +22bp to 3.78%, record $19.8M pre-provision earnings, followed by target raises to $74 (KBW), $80 (DA Davidson) and $84 (Piper). Shares… HBB Hamilton Beach Brands Holding Company MEDIUM Tariff-reversal re-rating that has stopped extending: a $36.5M IEEPA refund lifted Q2 gross margin to 54.3% from 27.5% (print 2026-08-05), but ex-refund margin was 26.1% and FY2026 operating profit is still guided to a high-single-digit… KRT Karat Packaging Inc. MEDIUM Tariff-refund re-rating has stalled within 1.4% of the $49.80 52-week high: the 2026-08-28 close of $49.11 leaves Lake Street's $50 as the last published target above the market, RSI(14) has cooled from 78.4 to 58.2 without a lower low,… PRGO PERRIGO COMPANY PLC MEDIUM Store-brand self-care turnaround re-rating off the 2026-08-05 beat — adjusted EPS $0.50 and a reaffirmed core adjusted-EPS guide of $2.25–$2.55 against a $2.07B market cap and $3.3B of debt, with infant-formula and oral-care strategic… EVC Entravision Communication LOW 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.… ABX Abacus Global Management, Inc. MEDIUM The $9.00 shelf still holds — $9.61 on 2026-09-04 against $9.27 on 2026-08-14, RSI(14) 59.7 — with the $100M repurchase live since 2026-08-17 the only identifiable new bid and no company release since 2026-08-24. What remains is a… BBWI Bath & Body Works, Inc. MEDIUM The 2026-08-26 binary resolved two ways: Q2 adjusted EPS $0.62 vs $0.24 consensus, but ~$0.31 of it was an $80M tariff refund, and Q3 is guided to $0.07–$0.12 against $0.26. Five desks cut targets on 2026-08-27 into a $17–$24 band, yet the… BLZE Backblaze, Inc. MEDIUM 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… CTRN Citi Trends, Inc. MEDIUM The 2026-08-25 print resolved the binary the right way — comps +10.5%, gross margin 40.6% (+60bps), FY adjusted EBITDA guide lifted to $38–42M — and the shares still closed lower, because the raised FY sales range of $901.958M–$918.357M… DGII Digi International Inc. MEDIUM Hardware-to-ARR re-rating accelerating: the 2026-08-05 Q3 print put ARR at $191M (+52% YoY) with a record 29.1% adj-EBITDA margin, and FY26 revenue guidance jumped to $529–533M from $490–508M. Price closed 2026-08-14 at $85.12, 0.1% off… DXC DXC Technology Company MEDIUM The AI-native pivot on a declining $12B IT-services base is being digested rather than abandoned: a fourth AI-framed launch landed 2026-08-12 (DXC Workplace Services on OASIS), then price advanced from $10.80 on 08-21 to $11.21 on 08-28… GCMG GCM Grosvenor Inc. MEDIUM The fee-annuity re-rate is intact but idling: the 2026-09-04 close of $13.27 sits 4.7% under the adjusted 52-week high of $13.93 and on the 50-day average at $13.24, with RSI(14) at 42.9 versus 75.2 on 2026-08-14. Q2 reported FRE of $50.3M… GCT GigaCloud Technology Inc MEDIUM Back at the high on flow rather than news: the 2026-08-28 close of $52.95 is 0.6% under the 2026-08-07 high of $53.25, yet RSI(14) reads 54.1 against 85.9 at that high and no company headline has landed since the 2026-08-06 Q2 beat… HPK HighPeak Energy, Inc. MEDIUM The post-print harvest-half story is intact but the flow behind it has thinned: HPK closed 2026-08-28 at $8.10, 2.6% under the 2026-08-21 high of $8.32, with RSI(14) back to 52.5 from 65.4, while WTI quoted $83.44. No company-dated event… JRSH Jerash Holdings (US), Inc. MEDIUM Sourcing-migration story is still two-for-two on guidance: Q1 FY2027 revenue of $50.23M (+26.7% YoY) beat consensus and the company's own guide on 2026-08-10, and Q2 is guided to $49–51M against $47.85M. Fundamentals have stood still… KELYA Kelly Services, Inc. MEDIUM Both macro tests cleared — the 2026-08-28 benchmark revision at -79,000 (-0.1%) was milder than the ten-year 0.2% average, and the 2026-09-04 jobs report printed +162,000 with July revised from -23,000 to +21,000. Price holds within 2.4%… OOMA Ooma, Inc. MEDIUM The 2026-08-26 Q2 FY2027 print resolved the binary favourably: revenue $83.228M beat the ~$81.63M consensus and FY2027 guidance went to $332.0–333.5M from $326.0–328.5M, with residential revised to flat-to-up-1%. B. Riley lifted its target… OXM Oxford Industries, Inc. MEDIUM Setup inverted since the June breakdown. OXM reclaimed its 200-day ($39.11) and 50-day ($39.94) off the $35.83 low, the CEO bought 2,500 shares at $36.90 on 2026-06-12, and ~$25M of filed IEEPA tariff-refund claims — 4% of market cap,… PENG Penguin Solutions, Inc. MEDIUM 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. MEDIUM A cat-light Atlantic season and three FY26 guidance raises carried the reference close to $136.58 on 2026-09-04, 5.7% under the $144.79 high, with RSI(14) at 74.9 and no company-dated catalyst until the ~2026-11-03 Q3 print. The 2026-09-10… PNRG PrimeEnergy Resources Corporation MEDIUM 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,… RDIB Reading International Inc MEDIUM The squeeze premium in the thin voting class has deflated — the 2026-09-04 weekly close of $14.99 broke the $15 level published on 2026-08-29 by a cent — while the deleveraging leg hardened: an 8-K filed 2026-09-04 discloses a signed… SAP SAP SE MEDIUM Post-Q2 repair leg took its first downgrade and held: UBS cut SAP to Neutral on 2026-08-26 over slow agentic-AI delivery, and the ADR round-tripped the drop within two sessions to close $221.54 on 2026-08-28, helped by Salesforce's… SMRT SmartRent, Inc. MEDIUM RSI(14) cooled 87.8→74.7 while price only slipped $1.49→$1.43, so the momentum extreme unwound sideways. Still no dated catalyst until the ~November Q3 print. TNXP Tonix Pharmaceuticals Holding Corp. MEDIUM Tonmya's second full launch quarter printed ~$11.0M net sales and 12,592 prescriptions (+100% QoQ) on 2026-08-10, roughly 1.75x the $7.723M revenue consensus, while the stock closed 2026-09-04 at $13.14 — 57.9% under its $31.21 52-week… TOI The Oncology Institute, Inc. MEDIUM Delegated-capitation pivot confirmed at the 2026-08-06 Q2 print — FY26 guide raised to $650–670M, and management said capitated revenue should roughly double in 2027 off ~$150M — but the re-rating is decaying: $7.05 high on 2026-08-07,… AIRO AIRO Group Holdings, Inc. LOW The drone-tariff leg failed on its own date: Section 232 took effect 2026-09-03 but Blue UAS-listed products got a 180-day deferral to ~2027-02-09, and price broke the $8.00 level to close $7.40 on 2026-09-04 with RSI(14) at 25.1. What is… ALHC Alignment Healthcare, Inc. LOW Profitable-MA-disruptor narrative broke on 2026-07-08: a whistleblower suit from a former Chief Transformation Officer alleges the +88% adjusted-EBITDA inflection was manufactured by reclassifying opex as capex across FY2024-25. Shares… ALTO Alto Ingredients, Inc. LOW 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. LOW Q2 (2026-08-11) net sales $33.9M, +89.7% YoY and a $36–37M Q3 guide above the $34.0M Street have bought nothing: the 2026-09-04 close of $57.45 sits 36.5% under the $90.48 high with RSI(14) at 31.7. A Form 4 filed 2026-09-02 shows the CEO… BAND Bandwidth Inc. LOW 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 —… BJRI BJ's Restaurants, Inc. LOW The momentum leg is finished: a 2026-09-04 weekly close at $59.89 gave back the $60.77 pre-print shelf and the whole 2026-07-30 guidance-raise re-rating, with no analyst revision since 2026-07-31. What is left is a reset case — Q2 comps… BVS Bioventus Inc. LOW The M&A leg from the 2026-08-05 unsolicited-proposal disclosure is intact but undated: 17 sessions, no committee update, and price back to the 2026-08-28 close of $13.84, 9.3% under the $15.26 high, with RSI(14) unwound 70.5 → 58.1 → 47.9.… CAL Caleres Inc LOW Q2 was pulled forward one day to 2026-09-09 (announced 2026-09-01), compressing the read into a single session: FY2026 consensus of $1.62 adjusted EPS sits at the top of the company's own $1.40–$1.65 guide, Famous Footwear is guided down… CERS Cerus Corporation LOW Two lower weekly closes now sit under the broken $2.70 shelf — $2.65 on 2026-08-28, then $2.59 on 2026-09-04 — with RSI(14) at 24.3 and an empty news tape behind the decline. The operating record is unchanged (FY26 product guide $229–231M,… FAC Factorial Energy Inc. LOW Freshly de-SPAC'd solid-state battery name has fully unwound its debut mania — down ~78% from the $25.33 ATH to ~$5.67, breaking clean through the former $9.26 floor into a fresh 52-week low at $4.24. Cantor's $18 target now sits ~217%… FIVN Five9, Inc. LOW Legacy-CCaaS AI pivot staged a sharp V-recovery: +29% off the $19.70 June swing low to $25.42, reclaiming the broken $22 shelf on a 2026-06-23 next-gen Voice AI Agents launch and an AI-first leadership overhaul. Now pressing the $26.26… FOSL Fossil Group, Inc. LOW The 2026-08-12 beat-and-raise has been fully given back: the 2026-08-28 close of $5.35 sits beneath the $5.38 pre-print close, and the $6.09 52-week high still predates the news. The margin turnaround is proven and absorbed — two analysts… GSHD Goosehead Insurance, Inc. LOW The post-print re-rating rolled over: the 2026-09-04 close of $65.21 gives back most of the August leg after director/10%-owner Serena Jones sold 29,750 Class A shares at $67.56–$70.15 on 2026-08-19/20, the Form 4 signed on the same… HURN Huron Consulting Group Inc. LOW AI-disruption discount still unwinding, but the bid has stopped widening: the 2026-08-28 close of $159.84 is below the 2026-08-21 close of $161.64, no analyst has moved a target since 2026-07-29, and Huron has published nothing since the… KFRC Kforce Inc. LOW Cyclical staffing recovery is fully printed — Q1 returned to YoY growth, Q2 guided +~4% — but price ran ~24% in three weeks to a fresh all-time high near $58.6, ~38% above the $42.33 consensus PT, into the confirmed 2026-07-27 Q2 print. A… LOVE The Lovesac Company LOW The 2026-08-27 notice made the binary real: Q2 FY27 lands before the open on 2026-09-10 against a company bar of $157–166M net sales and −$4M to +$2M adjusted EBITDA. Price closed $16.69 on 2026-09-04, under the 50-day at $16.95 and above… LZ LegalZoom.com, Inc. LOW AI-reset narrative — a busted online legal-forms IPO repositioning as an AI-enabled SMB subscription platform (Anthropic partner, AI "digital mailroom") — drove a +29% 30-day rip into July. But it's stretched into the 2026-08-05 Q2 print,… MAMA Mama's Creations, Inc. LOW The 2026-09-03 binary resolved for the fundamentals and against the tape: Q2 FY2027 revenue $54.58M (+55%) and EPS $0.06 both beat, gross margin recovered to 24.0% from 23.6%, and the shares still closed 2026-09-04 at $15.16, below the… MYE Myers Industries, Inc. LOW 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).… NVEC NVE Corporation LOW The single-quarter re-rate has round-tripped: the 2026-08-28 close of $100.89 lost the $105 gap shelf, RSI(14) is 27.6, and the shares are up 0.8% over three months despite an 81% revenue quarter reported 2026-07-22. No company news or… OFIX Orthofix Medical Inc. LOW The CMS-reversal re-rate is finished and the structure went with it: the $9.80 shelf gave way on the 2026-08-28 weekly close of $9.70, 40.2% below the $16.23 high, while the published sell-side range collapsed from $16–24 to $12–14. Raised… OTLY Oatly Group AB LOW The 2026-07-22 guidance doubling (FY constant-currency growth 8–10% from 3–5%) is six weeks old with no follow-on company news; RSI(14) rebuilt to 67.1 at the 2026-08-28 close of $14.67 from 43.7 a week earlier on no information, and the… SEER Seer, Inc. LOW The take-private ladder has stalled into a stand-off: the $2.55 Radoff-JEC bid lapsed unanswered on 2026-08-10, and the group's 2026-08-13 release demanding the board disclose an evaluation timeline has drawn no company reply through the… SFIX Stitch Fix, Inc. LOW The $3.50 shelf broke: closes of $3.58 (2026-07-24) and $3.59 (2026-08-14) gave way to $3.15 on 2026-08-28 with RSI(14) at 18.6, retracing the entire 2026-06-10 beat-and-raise and leaving the $2.95 52-week low as the next reference. The… SKWD Skyward Specialty Insurance Group, Inc. LOW Post-print fade extends: the 2026-08-04 beat (op EPS $1.30 vs $1.17, 89.5% combined, 19% operating ROE) and four target raises to $65–$75 have been met by a lower tape — $58.29 on 2026-08-28, 11.2% under the $65.63 high, RSI 36.5 versus… SWVL Swvl Holdings Corp Class A LOW Post-SPAC MENA transit operator still extending on the ~$14.5M Sawiris-backed Coefficient round (2026-08-25/26): the 2026-09-04 close was $4.93 against a $1.446 issue price, with a new 52-week high of $5.52 and RSI(14) at 83.0. The… TDUP ThredUp Inc. LOW The tariff/de-minimis re-rate is fully unwound: the 2026-08-05 FY2026 cut broke the growth leg, and the $2.80 weekly shelf flagged in prior coverage went on the 2026-08-28 close of $2.72. RSI(14) 28.2 with buyers +21% YoY and $57.4M cash… TORO Toro Corp. LOW Panagiotidis shipping shell (NOT lawnmower TTC) ran 1.93→8.50 on a sub-NAV/special-dividend story that is now fully paid out and closed. Six weeks of dead tape since the 2026-06-05 payout ($3.8M cash + 5,707,246 NEW shares); on a true… VERU Veru Inc. LOW The Novo squeeze is fully round-tripped and the funding answer arrived on 2026-07-02: a $21.8M at-the-market program via Oppenheimer/Canaccord. At $2.42 (07-15) that is ~9M shares against ~16M outstanding — the company will now sell stock… WLFC Willis Lease Finance Corporation LOW 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 LOW Three-month price change decayed from +27.1% to +12.3% in two weeks, leaving a maturing narrative with no company-dated binary before the 2026-10-22 Q2 print and $181 as the gap-fill line. XTLB XTL Biopharmaceuticals Ltd. LOW The compliance-cure leg is spent and the $2.70 private-placement shelf broke — $2.47 on 2026-08-28 — even as the psychedelics complex got its loudest policy headline of the year on 2026-08-18 (University of Miami's 1994 ibogaine IND handed…