Radware has $460 million sitting in cash. Its market cap is $1.18 billion. That means roughly 39 cents of every dollar you pay today is just cash on the balance sheet — before you get any of the cybersecurity business, the cloud ARR growing at 23% annually, or the three new AI security products the …
Amplitude grew Q1 revenue 17% to $93.5M, pushed ARR to $374M, and still trades near 2.6x forward sales after an overdone post-earnings selloff.
Fastly (FSLY) posted its best quarter ever on Feb 12 — $172.6M revenue (+23% YoY), RPO up 55%, and a credible AI edge traffic thesis. But the stock already surged 40%. Here’s whether the opportunity is still there.
Mitek Systems just crushed earnings, raised guidance, and hit a new 52-week high. With AI-driven fraud exploding globally, this $600 million small cap is positioned at the center of a massive secular trend. Here’s what investors need to know. Company Overview Mitek Systems (NASDAQ: MITK) is a San Diego-based company that’s been around since 1986, …
Capital Southwest (CSWC) pays an 11% monthly dividend. We analyze its financials, NAV, credit quality, and whether the yield is sustainable in 2026.
Company Overview Exodus Movement, Inc. (NYSE American: EXOD) is a fintech company that has carved out a distinctive niche in the cryptocurrency ecosystem. Founded in 2015 by Daniel Castagnoli and JP Richardson in Omaha, Nebraska, Exodus builds self-custodial cryptocurrency wallets — software that lets users hold, swap, buy, and sell digital assets without relying on …
Connected TV advertising is one of the fastest-growing segments in digital media, and one small-cap company sits at the center of it all. Magnite, Inc. (NASDAQ: MGNI) — the largest independent sell-side advertising platform — has quietly turned profitable, is generating serious free cash flow, and has a string of high-profile partnerships that could accelerate …
As an investor on the hunt for those overlooked gems, the realm of small-cap stocks often presents a fertile ground for opportunity. These companies, while possessing less market capitalization than their larger counterparts, can harbor the potential for outsized growth if their underlying value is significantly misunderstood or undervalued by the market. Today, we turn …
Capricor Therapeutics (NASDAQ: CAPR) has recently captured the attention of the biopharmaceutical investment community, experiencing a monumental surge in its stock price. This analysis endeavors to provide a factual and objective overview of Capricor’s current standing, dissecting the factors contributing to its volatility and outlining its potential as a small-cap investment. Understanding the Therapeutic Landscape: …
VNOM, or Viper Energy Partners LP, is a publicly traded master limited partnership (MLP) that primarily focuses on the acquisition, development, and exploitation of oil and natural gas properties in the United States. Established in 2014, VNOM operates as a subsidiary of Diamondback Energy, Inc., which is a prominent player in the energy sector. The …