Filtered library · Theme
Small-cap value rotation theme · 57 dossiers
Dossiers in the Small-cap value rotation theme cluster — 57 names moving on shared catalysts.
All dossiers XMTR Xometry, Inc. fresh LOW JP Morgan assumed coverage Overweight with a $120 target on 2026-08-24 — the highest posted on the name — and the close only moved $83.59 to $84.58, a fourth straight session under the $85.00 June follow-on level. Seven positive sell-side… WEST Westrock Coffee Company fresh LOW 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… AVAH Aveanna Healthcare Holdings Inc. MEDIUM Fourth FY2026 guide raise (2026-08-13: adj EPS $0.22 vs $0.17, EBITDA floor to >$365M) carried price to a $13.16 52-week high; eight days later J.H. The overhang now has a dated clearing price, and nothing is scheduled until the ~November… 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… BVS Bioventus Inc. MEDIUM Two weeks past the 2026-08-05 unsolicited-proposal disclosure the M&A leg is intact but undated: no committee update in 12 sessions, price consolidating at the 2026-08-21 close of $14.38 against the $15.26 high while RSI(14) unwound 70.5… CAL Caleres Inc MEDIUM July chop resolved up: $11.78 (2026-07-24) to $13.37 (2026-08-14) reclaims the low-$13s shelf lost after the June print, while the ~$57.8M IEEPA refund moved from legal abstraction to a live CBP payment queue ($128.68B accepted for… 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… FOSL Fossil Group, Inc. MEDIUM The 2026-08-12 binary resolved bullish: Q2 sales $209.7M beat a $199.3M consensus, gross margin expanded 490bps to 62.4%, and FY2026 guidance was raised on sales (-3%/-5%), adjusted operating margin (4-6%) and free cash flow (positive).… GCT GigaCloud Technology Inc MEDIUM Post-print leg digesting, not breaking: after the 2026-08-06 Q2 beat ($411.6M, +27.6% YoY; GM 25.6% vs 23.9%) took GCT to a 52-week-high close of $53.25 on 08-07, ten sessions with no company headline cooled it to $49.65 with RSI(14) back… HPK HighPeak Energy, Inc. MEDIUM Q2 (released 2026-08-10) answered the cash question: EPS $0.59 vs $(0.07) consensus on $272.4M revenue vs $232.2M, and the stock closed 2026-08-21 at $8.32, a 52-week high, versus $7.20 pre-print. The leg being bought now is the harvest… HURN Huron Consulting Group Inc. MEDIUM AI-disruption discount still unwinding, but the last leg bought nothing new: price ran from the 2026-08-07 close of $152.05 to $161.64 on 2026-08-21 with no guidance change since the 2026-07-28 beat-and-raise — just a fifth covering… JRSH Jerash Holdings (US), Inc. MEDIUM Sourcing-migration story now two-for-two on guidance: Q1 FY2027 revenue $50.23M (+26.7% YoY) beat consensus and the company's own guide on 2026-08-10, Q2 guided $49–51M vs $47.85M, DA Davidson to $6 on 2026-08-11. Since then the… 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 Beat-and-raise did not hold: Q2 (2026-08-04) printed GWP $630.5M +27% YoY, adjusted EPS $2.36 and a third FY26 guidance raise to $270–280M, yet the 2026-08-14 close is $128.21 against a $145.29 52-week high with RSI(14) 29.8. Earnings keep… 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,… SCZM Santacruz Silver Mining Ltd. MEDIUM Silver-zinc producer re-rating: Nasdaq debut 2026-01-21, Glencore's US$40M base price cleared October 2025, Q1 2026 revenue $127.5M (+81% YoY), Q2 silver output +17% QoQ. RSI(14) 80.5 on the 2026-08-14 close of $8.85 after a flat quarter —… SKWD Skyward Specialty Insurance Group, Inc. MEDIUM Q2 beat on 2026-08-04 (op EPS $1.30 vs $1.17 est, combined 89.5%, 19% operating ROE) cleared the binary, but four target raises through 2026-08-11 met a lower price — $59.80 on 2026-08-14, 8.9% under the $65.63 high, RSI 45.3. maturing:… 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. TOI The Oncology Institute, Inc. MEDIUM Q2 (2026-08-06) delivered the first positive adjusted EBITDA (+$0.2M) and a FY26 guide raise to $650–670M revenue with the EBITDA floor lifted to $2M, but the July refi spike already round-tripped and RSI was 32 into the print. Shares also… ABX Abacus Global Management, Inc. LOW Q2 beat everything management guides to — revenue $73.020M vs $66.088M consensus, adj EPS $0.28 vs $0.24, FY $1.00–1.05 affirmed (2026-08-06) — and bought no price: $9.27 close on 2026-08-14, 22.8% off the high and through the $10 shelf.… AIRO AIRO Group Holdings, Inc. LOW Policy leg intact, price leg fading: the 2026-08-13 Section 232 drone tariffs (up to 100%, most effective 2026-09-03) plus a Q2 beat of $43.180M vs $31.212M consensus have stopped attracting a bid — $8.60 on 2026-08-21 against a $9.57… 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) delivered net sales $33.9M, +89.7% YoY, and a Q3 guide above Street — yet the 2026-08-14 close of $64.51 sits 28.7% under the $90.48 high and below the spent $70 shelf. Fundamental acceleration has stopped buying price;… 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 —… BBWI Bath & Body Works, Inc. LOW Citi upgraded to Buy at $25 on 2026-08-18 and JPMorgan lifted to $24 the same day, but the 6.5% pop to $20.04 fully retraced to $19.45 by 2026-08-21 — attention arrived without a lasting bid. The 2026-08-26 Q2 print is the binary:… CERS Cerus Corporation LOW Profitability inflection intact — 9th straight positive adjusted-EBITDA quarter (+$3.0M) and a $30M term-loan paydown at the 2026-07-30 Q2 print — but product growth halved to +10% YoY from +24% in Q1 and gross margin fell to 51.4% from… CTRN Citi Trends, Inc. LOW Sales were pre-released on 2026-08-10 ($211.6M, comps +10.5%), so the 2026-08-25 print is now a pure margin-and-guidance binary. Price faded from $73.91 (08-14) to $71.71 (08-21) with RSI back to 55.6 and no new high above $76.18 — the… DXC DXC Technology Company LOW Legacy IT-services decliner re-rated on an AI-centric pivot, now digesting: the partnership headline run stopped 2026-08-06, Paul Taylor's presidency took effect 2026-08-10, and price went flat ($10.84 on 08-07 to $10.80 on 08-21) while… EDRY EuroDry Ltd. LOW Dry-bulk operating leverage ran ahead of its own driver: EDRY closed at a 52-week high $46.85 on 2026-08-21 with RSI(14) 91.2, while the BDI sat at 2,841 versus 3,046 on 2026-08-11 and Panamax spot earnings of $18,790/day (2026-08-20) fell… 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.… GCMG GCM Grosvenor Inc. LOW 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… GSHD Goosehead Insurance, Inc. LOW Post-print re-rating extended on no new information: the 2026-08-21 close of $72.52 is above UBS's $72, above KBW's $72 and above the ~$71 aggregator consensus, while founder-side Class B conversions sell into it. No dated company catalyst… KELYA Kelly Services, Inc. LOW Post-Q2 re-rate extended to a new 52-week high at the 2026-08-21 close of $17.09, but the last dated sponsorship input was Noble's 2026-08-12 estimate raise — price is now running ahead of the research behind it. July temp-help payrolls… KRT Karat Packaging Inc. LOW Tariff-refund re-rating has now run past almost every published target: the 2026-08-21 close of $48.05 sits under only Lake Street's $50 (raised 2026-08-07) and 41% above B. of A.'s $34. A 10% owner sold at $47.33 on 2026-08-20, and… LIFE Ethos Technologies Inc. LOW Q2 re-rating intact but the leg has gone quiet: the 2026-08-21 close of $34.16 versus $34.02 a week earlier with RSI(14) cooling 91.6→82.3, while four Form 4 filers — President Wang, Sequoia's Nalrena/Spelunker, the CEO and the CAO — sold… LOVE The Lovesac Company LOW The ~$17 reclaim failed: a $17.29 close on 2026-08-14 gave way to $16.07 on 2026-08-21, back under the 50-day at $16.79, while short interest decayed to 3.03M shares (28.35% of float) from ~4.05M on Jan–Mar data. The ~2026-09-10 Q2 FY27… 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 $16.50 shelf from prior coverage is gone: 2026-08-21 weekly close $16.44, RSI(14) 26.3, still under the $18.00 June placement price. Earnings moved forward — Q2 FY2027 lands 2026-09-03 after the close and is the binary on both the… MATV Mativ Holdings, Inc. LOW Deleveraging leg is holding but no longer advancing: the 2026-08-06 10-Q showed H1 operating cash flow of $68.9M against capex of just $15.9M (vs $22.6M in H1 2025), so part of the debt paydown came from underspend. Shares closed $12.47 on… 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 One quarter re-rated the name — revenue +81% to $11.03M, gross margin 81.3% (2026-07-22) — and nothing has confirmed it since. No company datapoint arrives before the ~2026-10-21 Q2 print. OFIX Orthofix Medical Inc. LOW The CMS-reversal re-rate has fully round-tripped: after the 2026-07-02 rate restoration and a 2026-08-05 beat-and-raise, OFIX closed $10.01 on 2026-08-21 — below where it traded on the 2026-05-21 guidance-cut 8-K — with RSI(14) at 22.8 and… PANL Pangaea Logistics Solutions Ltd. LOW 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. LOW 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… SAP SAP SE LOW Post-Q2 repair leg: SAP rallied ~6% on 2026-07-24 and ~7% on 2026-07-27 despite a reported headline EPS miss, because current cloud backlog hit €22.9bn (+27%) and management guided FY26 constant-currency growth near 2025's 10.6% with… 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 Turnaround intact on the income statement, inert on the tape: closes of $3.58 (2026-07-24) and $3.59 (2026-08-14) bracket three flat weeks on the $3.50 shelf, and the 2026-08-10 Form 144 shows a retiring officer selling ~70,000 sh weekly… TBI Trueblue, Inc. LOW 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… TDUP ThredUp Inc. LOW Tariff/de-minimis "secondhand wins" narrative broke on the 2026-08-05 Q2 print: revenue beat at $90.8M but FY2026 guidance was cut to $344.4–348.4M and Q3/Q4 guided below consensus. Price round-tripped to $3.07 on 2026-08-14, -74.6% from… 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… VERI Veritone, Inc. LOW Enterprise-AI growth story broken: FY2026 revenue guide cut ~23% at the midpoint to $100–115M on 2026-08-13 vs $135.032M consensus, ARR flat at $62.0M. What is left is a refinancing binary — $45.6M of 1.75% converts mature 2026-11-15… 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 Post-print leg has cooled, not extended: the 2026-07-24 gap ran ~$181 to ~$208 but the 2026-08-14 close of $194.75 gives back half of it, RSI 48.9, -13.0% from the $223.83 high. The 2026-08-13 $50M buyback authorization is inclusive of… XTLB XTL Biopharmaceuticals Ltd. LOW Delisting binary fully resolved — Nasdaq confirmed compliance 2026-07-20 — and the pivot pop has bled off: no dated company release since, ADS $2.94 (2026-07-25) → $2.79 (2026-08-14), RSI 44.4. Event narrative is saturated; the next leg…