These under-the-radar stocks combine fast growth with big upside potential

MarketWatch

By Philip van Doorn

The companies are projected to grow sales rapidly through 2027, and many of the stocks are expected to show double-digit increases this year

Dozens of small-cap U.S. companies are expected to increase their revenue at an annual pace of more than 15% over the next two years.

A screen of small-cap stocks sheds light on companies expected to grow their businesses very rapidly. This bodes well for investors looking for multiyear growth plays. But for many of these companies, analysts expect large increases in stock prices this year.

Earlier this week, Matt Bartolini, the global head of research strategists at State Street Investment Management, made a solid case for investors to increase their exposure to small-cap stocks immediately. These stocks are trading at very low relative valuations to the S&P 500 SPX, and many smaller companies are primed for a bump in profits from declining borrowing costs and from federal income-tax breaks.

In that article we listed several ways for investors to use low-cost index funds to track small-cap stocks, such as the State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM or the iShares Russell 2000 ETF IWM, along with several others.

Some investors will want to dig into individual stocks. For these we have conducted a new stock screen focusing on projected growth rates for revenue.

We began the screen with the S&P Small Cap 600 Index SML. This index is more selective in that S&P Dow Jones Indices' criteria for a company to be added to the index includes four consecutive quarters of positive net income.

Here is how we narrowed down from the initial group of 600 companies:

Stocks covered by at least five analysts polled by LSEG. This brought the list down to 414 companies.
Majority buy or equivalent ratings among the analysts: 204 companies.
Revenue and earnings-per-share estimates available through calendar 2027. The estimates are adjusted for companies whose fiscal reporting periods don't match the calendar. This narrowed the list to 196 companies.
Positive EPS estimates for 2025, 2026 and 2027: 177 companies.

Then we cut the list to 25 companies for which consensus revenue estimates project compound annual growth rates of at least 15% from 2025 through 2027.

Here is an explanation of how we set that target revenue growth rate:

It turns out that based on LSEG's "smart estimates," which remove outliers among analysts' estimates and estimates that haven't been updated or affirmed recently, the S&P Small Cap 600 Index is projected to increase revenue per share at a 4.1% CAGR from 2025 through 2027. The index estimates are weighted by the companies' market capitalization.

For the S&P MidCap 400 Index MID, the projected two-year revenue CAGR is 5.6%, while the projected two-year sales CAGR for the large-cap S&P 500 is 7.4%. So we rounded that up to 7.5% and then doubled it to 15% for our minimum revenue CAGR projection for the small-cap group.

Here is the entire list of 25 companies that passed the screen, sorted by projected revenue CAGR from 2025 through 2027:

   Company                                    Two-year estimated sales CAGR through 2027  Two-year estimated EPS CAGR through 2027  Jan. 14 price  Consensus price target  Implied 12-month upside potential 
   SM Energy Co.                                                                   52.9%                                     -4.3%         $18.57                  $32.25                                74% 
   TG Therapeutics Inc.                                                            40.0%                                     -8.7%         $29.54                  $44.86                                52% 
   Krystal Biotech Inc.                                                            38.0%                                     21.0%        $291.79                 $271.09                                -7% 
   SiTime Corp.                                                                    34.5%                                     46.3%        $349.20                 $352.79                                 1% 
   Beacon Financial Corp.                                                          32.5%                                     40.7%         $26.79                  $31.33                                17% 
   Corcept Therapeutics Inc.                                                       29.6%                                     81.9%         $37.04                  $91.00                               146% 
   StepStone Group Inc.                                                            24.3%                                     22.2%         $73.50                  $75.14                                 2% 
   Impinj Inc.                                                                     23.1%                                     37.5%        $181.36                 $241.11                                33% 
   Millrose Properties Inc.                                                        22.5%                                     13.8%         $30.54                  $38.08                                25% 
   Vital Farms Inc.                                                                22.2%                                     22.3%         $29.55                  $49.45                                67% 
   Agilysys Inc.                                                                   20.9%                                     31.0%        $112.71                 $139.72                                24% 
   Supernus Pharmaceuticals Inc.                                                   19.7%                                     31.2%         $51.80                  $61.33                                18% 
   FB Financial Corp.                                                              19.3%                                     14.4%         $59.14                  $65.17                                10% 
   TransMedics Group Inc.                                                          19.1%                                     16.9%        $141.96                 $146.00                                 3% 
   DigitalOcean Holdings Inc.                                                      19.1%                                      9.3%         $52.70                  $54.33                                 3% 
   CareTrust REIT Inc.                                                             18.9%                                      8.2%         $37.25                  $40.70                                 9% 
   Vericel Corp.                                                                   18.9%                                     86.9%         $37.33                  $55.00                                47% 
   Palomar Holdings Inc.                                                           18.4%                                     12.9%        $130.31                 $164.75                                26% 
   Astrana Health Inc.                                                             18.3%                                     94.8%         $25.68                  $36.89                                44% 
   Dime Community Bancshares Inc.                                                  18.1%                                     30.4%         $30.11                  $34.50                                15% 
   Harmonic Inc.                                                                   17.8%                                     58.3%          $9.95                  $11.79                                18% 
   Cactus Inc.                                                                     17.1%                                     12.6%         $52.00                  $51.00                                -2% 
   Essential Properties Realty Trust Inc.                                          16.6%                                      5.7%         $30.45                  $35.76                                17% 
   Enova International Inc.                                                        15.7%                                     18.0%        $159.90                 $184.50                                15% 
   Mirion Technologies Inc.                                                        15.2%                                     20.7%         $26.25                  $30.50                                16% 
                                                                                                                                                                                             Source: FactSet

Among the 25 companies, consensus price targets indicate double-digit (or better) upside potential for 18 of them over the next 12 months. However, that might be considered a relatively short period for committed investors looking at rapidly growing companies.

Click on the tickers for more about each company.

Read: Tomi Kilgore's guide to the wealth of information available for free on the MarketWatch quote page

Don't miss: This ETF from a 106-year-old firm has crushed rivals while avoiding 'Magnificent Seven' stocks

-Philip van Doorn

This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

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TG Therapeutics Stock Pops As Briumvi Boom Reignites Bull Case: Goldman Sachs Sees Room For 32% Rally

Stocktwits

TG Therapeutics

-2.05%

TG Therapeutics stock hit its best day in nearly four months on Wednesday, with Wall Street and retail interest surging in step after the company outlined strong growth this year, driven mainly by its blockbuster multiple sclerosis (MS) drug Briumvi.

Shares of TGTX have gained in the last two sessions. Goldman Sachs on Wednesday raised its price target on the stock to $39 from $37, implying an upside of over 32% from the last close, while keeping a ‘neutral’ rating, according to The Fly.

Goldman Sachs On TGTX

The research firm expects the stock to trade higher after the company also forecast 2026 revenue of $875 million to $900 million, with Briumvi alone expected to rake in between $825 million and $850 million. Goldman noted that Phase 3 enrollment for the subcutaneous form of the Briumvi program was racing ahead of expectations.

TG Therapeutics CEO Michael Weiss said during a conference on Tuesday that Briumvi was now available in 16 countries and that, to date, over 20,000 patients have been prescribed it, most in the United States.

He noted that in 2025, the company raked in $616 million in total global revenue, and in the U.S., which accounted for most of it, $594 million came in as Briumvi U.S. net revenue.

Briumvi is a lab-made antibody designed to treat relapsing multiple sclerosis by targeting B cells, a type of immune cell involved in the disease. The drug has been modified to remove specific sugar molecules, making it more effective at wiping out these B cells. As a result, it can be effective at lower doses.

How Do Retail Traders Feel About TGTX?

Retail sentiment on TGTX has improved to ‘extremely bullish’ territory from ‘bullish’ a month ago, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.

In the last seven days, the retail message volume on TGTX on Stocktwits jumped by over 500%, and the stock has witnessed a 69% spike in followers on the platform.

Shares of TGTX have gained over 1% in the last 12 months.

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AppLovin and Rivian among market cap stock movers on Wednesday

Investing.com

Wednesday’s market has seen swings in various stocks based on news and other factors. Today, stocks like AppLovin and Rivian are experiencing notable movements. Below are highlights of some of the biggest stock movers, from mega-caps to small caps.

Mega-Cap Movers

(Market capitalization of $200 billion USD or higher)

AppLovin (APP); Evercore ISI initiates AppLovin stock with Outperform rating, $835 target; -8.99%
Shopify Inc (SHOP): -5.7%
Wells Fargo (WFC): -5.0%
Bank Of America (BAC): -4.86%
Avago Technologies (AVGO): -4.52%
Oracle Corp (ORCL): -3.05%
Lam Research Corp (LRCX): -2.62%
Nvidia Corp (NVDA); Exclusive-China’s customs agents told Nvidia’s H200 chips are not permitted, sources say; -2.16%
Applied Matls Inc (AMAT): -1.93%
Citigroup (C): -2.55%

Large-Cap Stock Movers

(Market capitalization of $10-$200 billion USD)

Ctrip.com International (TCOM): -15.95%
Rivian Automotive (RIVN); Rivian stock rating downgraded to Sell by UBS on high expectations; -8.44%
Unity Software Inc (U): -7.64%
Astera Labs (ALAB): -5.83%
Affirm Holdings (AFRM); Affirm enhances underwriting with real-time financial data; -5.65%
Credo Technology Holding (CRDO): -5.45%
Biogen Idec Inc (BIIB): -5.43%
AltC Acquisition (OKLO): -4.34%
MicroStrategy Inc (MSTR): +6.7%
Bitmine Immersion Tech (BMNR): +8.09%

Mid-Cap Stock Movers

(Market capitalization of $2-$10 billion USD)

TryHard Holdings (THH); TryHard Holdings secures $25 million equity purchase agreement; -68.88%
Wave Life Sciences Ltd (WVE): +10.62%
TG Therapeutics Inc (TGTX); TG Therapeutics reports $616 million in preliminary 2025 revenue; +8.23%
United States Cellular Corp (AD); Array completes sale of spectrum assets to AT&T for $1.018 billion; +7.64%
Unum Therapeutics Inc (COGT): +7.61%
Erasca (ERAS): +7.53%
Concentrix (CNXC): +8.54%
TTM Technologies (TTMI): +6.01%
Glaukos Corp (GKOS); Glaukos reports 36% revenue growth in Q4, reaffirms 2026 guidance; -8.36%
Fermi America LLC (FRMI): -6.16%

Small-Cap Stock Movers

(Market capitalization of $300 million -$2 billion USD)

Rich Sparkle Holdings (ANPA): +40.95%
Ambitions Enterprise Management Co (AHMA): +14.99%
Oric Pharmaceuticals Inc (ORIC): +13.17%
MSTU (MSTU): +14.35%
Aspirational Consumer Lifestyle (UP): +9.05%
Canaan Inc (CAN); Canaan reports 82% hashrate growth, builds record crypto holdings; +7.3%
Innovative Soluti (ISSC): +7.64%
Velo3D (VELO): -12.67%
BMNU (BMNU): -5.3%

For real-time, market-moving news, join Investing Pro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Impinj Stock Is Falling. Why Solid Guidance Isn't Boosting the Chip Maker. — Barrons.com

Dow Jones Newswires

Impinj

-3.59%

By George Glover

Impinj stock was tumbling on Wednesday after the radio-frequency identification chip maker issued solid enough earnings and revenue guidance. Investors were pricing in perfection for the fourth quarter.

Shares, which trade under the ticker PI, dropped 5.3% to $189 ahead of the opening bell. Futures tracking the S&P 500 were 0.2% lower as the market awaited bank results, a slew of economic data, and a potential Supreme Court ruling on tariffs.

Impinj late Tuesday gave investors an update about its fourth-quarter earnings, due out on Feb. 5. The company expects to report adjusted earnings before interest, taxes, depreciation, and amortization above the midpoint of its prior guidance of $15.4 to $16.9 million, on revenue near the high end of its prior guidance of $90 million to $93 million.

Analysts were expecting adjusted Ebitda of $15.8 million on sales of $91.8 million, according to a FactSet poll.

Wall Street was probably hoping that Impinj would hike its quarterly guidance, which looks a little modest compared with previous quarters. Susquehanna Financial Group analyst Christopher Rolland said in October that the fourth-quarter guidance was "perhaps a disappointment for bulls, as it appears much of the third-quarter strength may have come at the expense of the fourth quarter." He rates the stock at a Buy, with a $255 price target that implies upside of 28% upside.

Impinj describes itself as an "Internet of Things" pioneer, referring to its chips' role in tagging everyday products for computer systems. Shares jumped 20% last year, beating the S&P 500's 16% gain.

Write to George Glover at george.glover@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

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Impinj (PI): Buy, Sell, or Hold Post Q3 Earnings?

Stock Story

Impinj

-3.59%

Impinj has been on fire lately. In the past six months alone, the company’s stock price has rocketed 72.2%, reaching $194.03 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Is now still a good time to buy PI? Or are investors being too optimistic? Find out in our full research report, it’s free.

Why Does Impinj Spark Debate?

Founded by Caltech professor Carver Mead and one of his students Chris Diorio, Impinj is a maker of radio-frequency identification (RFID) hardware and software.

Two Things to Like:

1. Skyrocketing Revenue Shows Strong Momentum

A company’s long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Thankfully, Impinj’s 20.2% annualized revenue growth over the last five years was exceptional. Its growth beat the average semiconductor company and shows its offerings resonate with customers. Semiconductors are a cyclical industry, and long-term investors should be prepared for periods of high growth followed by periods of revenue contractions.

2. Increasing Free Cash Flow Margin Juices Financials

If you’ve followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can’t use accounting profits to pay the bills.

As you can see below, Impinj’s margin expanded by 15.8 percentage points over the last five years. This is encouraging because it gives the company more optionality. Impinj’s free cash flow margin for the trailing 12 months was 11.3%.

Impinj Trailing 12-Month Free Cash Flow Margin

One Reason to be Careful:

Previous Growth Initiatives Have Lost Money

Growth gives us insight into a company’s long-term potential, but how capital-efficient was that growth? Enter ROIC, a metric showing how much operating profit a company generates relative to the money it has raised (debt and equity).

Although Impinj has shown solid business quality lately, it struggled to grow profitably in the past. Its five-year average ROIC was negative 22.4%, meaning management lost money while trying to expand the business.

Impinj Trailing 12-Month Return On Invested Capital

Final Judgment

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TG Therapeutics stock rises after strong 2025 revenue and positive 2026 outlook

Investing.com

Apple

+2.60%

Advanced Micro Devices

Investing.com -- TG Therapeutics (NASDAQ:TGTX) stock rose 6% in after-hours trading Tuesday following the company’s announcement of preliminary fourth quarter and full year 2025 revenue results, along with 2026 revenue guidance.

The biopharmaceutical company reported preliminary BRIUMVI U.S. net product revenue of approximately $182 million for the fourth quarter and $594 million for the full year 2025. Total global revenue for 2025 is expected to reach approximately $616 million.

Looking ahead, TG Therapeutics provided 2026 revenue guidance of $875-900 million, aligning with analyst consensus of $895.6 million. The company expects BRIUMVI U.S. net product revenue to account for $825-850 million of that total.

Michael S. Weiss, the company’s Chairman and CEO, highlighted BRIUMVI’s commercial performance, stating, "BRIUMVI continued to deliver strong commercial performance in 2025, reinforcing our confidence in the multi-billion dollar opportunity for BRIUMVI."

The company also outlined several anticipated development milestones for 2026, including topline data from the ENHANCE trial for consolidated IV BRIUMVI dosing expected mid-year, preliminary Phase 1 data for azer-cel in Progressive MS in the second half of the year, and pivotal data for subcutaneous BRIUMVI by year-end or early 2027.

TG Therapeutics plans to initiate additional exploratory studies that could expand BRIUMVI beyond multiple sclerosis, potentially creating new revenue streams. The company expects 2026 operating expenses of approximately $350 million, excluding non-cash compensation, plus about $100 million in expenses related to subcutaneous BRIUMVI inventory build and secondary manufacturer start-up costs.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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CORT INVESTIGATION: Corcept Therapeutics Investors Should Contact Block & Leviton LLP To Potentially Recover Losses

Newsfile Corp.

Corcept Therapeutics

-1.40%

Boston, Massachusetts--(Newsfile Corp. - January 13, 2026) - Block & Leviton is investigating Corcept Therapeutics Inc. for potential securities law violations. Investors who have lost money in their Corcept Therapeutics investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/cort.

What is this all about?

Shares of Corcept Therapeutics fell more than 50% on December 31, 2025, after the Company disclosed it had received a Complete Response Letter from the FDA for relacorilant, indicating the agency could not reach a favorable risk-benefit assessment without additional evidence of effectiveness. Block & Leviton is investigating.

Who is eligible?

Anyone who purchased Corcept Therapeutics common stock and has seen their shares fall may be eligible, whether or not they have sold their investment. Investors should contact Block & Leviton to learn more.

What is Block & Leviton doing?

Block & Leviton is investigating whether the Company committed securities law violations and may file an action to attempt to recover losses on behalf of investors who have lost money.

What should you do next?

If you've lost money on your investment, you should contact Block & Leviton to learn more via our case website, by email at shareholders@blockleviton.com, or by phone at (888) 256-2510.

Whistleblower?

If you have non-public information about Corcept Therapeutics, you should consider assisting in our investigation or working with our attorneys to file a report with the Securities Exchange Commission under their whistleblower program. Whistleblowers who provide original information to the SEC may receive rewards of up to 30% of any successful recovery. For more information, contact Block & Leviton at shareholders@blockleviton.com or by phone at (888) 256-2510.

Why should you contact Block & Leviton?

Block & Leviton is widely regarded as one of the leading securities class action firms in the country. Our attorneys have recovered billions of dollars for defrauded investors and are dedicated to obtaining significant recoveries on behalf of our clients through active litigation in the federal courts across the country. Many of the nation's top institutional investors hire us to represent their interests. You can learn more about us at our website www.blockleviton.com, call (888) 256-2510 or email shareholders@blockleviton.com with any questions.

This notice may constitute attorney advertising.

CONTACT:

BLOCK & LEVITON LLP

260 Franklin St., Suite 1860

Boston, MA 02110

Phone: (888) 256-2510

Email: shareholders@blockleviton.com

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/280211

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