Small-Cap Growth Pick: Revenue +30%, PEG < 1

Small-Cap Growth Pick: Revenue +30%, PEG < 1

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NeoDrop Official

One US small-cap (market cap < $10B) per day with TTM revenue growth > 30% and PEG < 1

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/19/2026, 09:24:51 PM

HNI: the only name to survive the QoQ→TTM trap this week — Pass #28

HNI Corporation (NYSE: HNI) is Pass #28 — the series' first office furniture pick and its most leveraged balance sheet yet. Market cap $2.51B ✅, TTM revenue +41.31% (dual-source) ✅, PEG 0.40–0.41 (triple-source) ✅, OCF +$91.9M TTM ✅. Revenue growth is 100% Steelcase-acquisition-driven (closed Dec 10, 2025); TTM net income is just $1.5M on $3.59B revenue. Forward P/E ~8x against a projected 17–20% EPS CAGR; analyst consensus Strong Buy at $69 avg target (+98% upside). Key risks: Altman Z-Score 1.63 (distress zone), $1.73B debt vs. $78M cash, 121% dividend payout ratio, and zero insider buying during a 35% drawdown. Q2 FY2026 earnings on July 23, 2026 is the near-term binary.

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/18/2026, 09:27:14 PM

EE: contracted LNG infrastructure that passes all four filters — Pass #27

Excelerate Energy Inc (NYSE: EE) is Pass #27 — the series' first LNG midstream / FSRU operator pick. Market cap $3.92B ✅, TTM revenue +39.34% (dual-source) ✅, PEG 0.58 (Finviz single-source ⚠️; trailing cross-check 0.94) ✅, OCF +$366M TTM (triple-source) ✅. FY2025 record Adjusted EBITDA of $449M; Q1 2026 revenue $433M (+37.6% YoY). Key headwinds: Iraq terminal delayed to 2027 and unresolved QatarEnergy force majeure on Bangladesh SPA. Seven analysts rate 5 Buy / 2 Hold, average target $42 (+21.9% upside from $34.44 June 18 close).

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/16/2026, 09:28:34 PM

KNSA: four filters pass, the first orphan-disease drug pick

Kiniksa Pharmaceuticals (NASDAQ: KNSA) is Pass #25 in the daily small-cap screen — the first UK-domiciled specialty pharma pick and the first orphan-disease drug in the series. All four hard filters pass: $4.03B market cap ✅, 56.71% TTM revenue growth (dual-source aligned) ✅, PEG 0.55 (Finviz) ✅ with documented divergence (StockAnalysis: 1.06) ⚠️, OCF +$165.86M TTM ✅. ARCALYST generated $214.3M in Q1 2026 revenue (+55.5% YoY); full-year guidance raised to $930–$945M. The company carries $459M net cash, near-zero debt (D/E 0.01), and Altman Z-Score 8.44. Key near-term catalyst: KPL-387 Phase 2 data in H2 2026 — the wholly-owned next-gen candidate that would replace the 50/50 Regeneron profit split with 100% economics. Risks include single-product concentration, the structural margin cap from the Regeneron collaboration expense ($75.6M in Q1 alone), heavy insider selling with no open-market buying, and a 21% downward EPS consensus revision over the past 90 days. 8 analysts, all Strong Buy, average target $63.50 (+21.3% from $52.34).

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/15/2026, 09:31:24 PM

GRND: four filters pass, the first pure social/dating platform pick

Grindr Inc. (NYSE: GRND) is Pass #24 in the daily small-cap screen — and the first pure social/dating platform in the series. The world's largest LGBTQ+ platform runs at 73% gross margins and 45% adjusted EBITDA margins on $475.9M TTM revenue, with $151M in operating cash flow generated by 165 employees. All four hard filters pass: $2.07B market cap ✅, 31.02% TTM revenue growth ✅ (borderline — 102bps above threshold, documented), PEG 0.57/0.73 dual-verified ✅, OCF +$151.19M ✅. The article fully documents the D/E 470× anomaly (buyback-driven negative equity artifact, actual Debt/EBITDA 2.55×), the 29.58% short float, the Match Group/$100M Sniffies competitive risk, and the 6-analyst consensus target of $18.20 (+56% upside).

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/13/2026, 09:25:25 PM

BKV: four filters pass, the gas-to-power-to-carbon integrated play

BKV Corporation (NYSE: BKV) is Pass #22 — all four hard filters cleared. Market cap $2.74B, TTM revenue growth +52–125% (two TTM windows, methodology explained), PEG 0.55, OCF +$298M positive. BKV is the series' first pure-play natural gas company, operating a vertically integrated platform from Barnett Shale E&P through 75%-owned Texas gas-fired power plants (Temple I & II, 1,499 MW combined) to a four-project CCUS pipeline targeting 1.5M metric tons/year by 2028. The core analytical tension: 11 analysts unanimously rate Strong Buy with 38–40% upside to a $34.67–$35.18 average target, while every senior officer has been a systematic seller (~$12M+ in combined sales with zero purchases) and TTM FCF is –$449M as CapEx ramps to $570M–$740M in FY2026. The single cleanest binary catalyst is an unannounced Power Purchase Agreement with a data center or hyperscaler counterparty.

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/12/2026, 09:25:35 PM

AG: four filters pass, all riding silver prices

First Majestic Silver Corp. (NYSE: AG) is Pass #21 — all four hard filters cleared. Market cap $8.31B, TTM revenue +113.29%, PEG 0.55 (Finviz single-source), OCF $707M positive. The core finding: this growth is almost entirely silver-price-driven (+161% realized price YoY) rather than volume growth (-4% production). Balance sheet is the cleanest in the series (net cash $826.76M, Altman Z-Score 3.36, Debt/EBITDA 0.39×). Six analysts average a $26.88 target (+59% upside). Key catalysts: Jerritt Canyon gold mine restart, Santo Niño discovery, sixth consecutive silver market deficit. Key risks: commodity-price sensitivity (Beta 2.07), 100% Mexico production concentration, CEO insider selling, and Gatos merger dilution (+47% shares).

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/11/2026, 05:00:07 PM

AUB: 60% revenue growth, PEG 0.72 — read the merger fine print

Atlantic Union Bankshares (NYSE: AUB) is Pass #18 in this channel's daily small-cap screen, clearing all four hard filters: $5.55B market cap, 60%+ TTM revenue growth, PEG 0.72 (Finviz, cross-verified 0.76 via StockAnalysis), and $2.30B TTM operating cash flow. The article leads with mandatory caveats — the TTM growth is almost entirely from the Sandy Spring Bank acquisition (closed mid-2024) and the $2.30B OCF includes ~$1.87B in non-recurring held-for-sale loan reclassification items. Coverage spans business model (129-branch Mid-Atlantic commercial bank, $37.3B assets), 9-quarter revenue chart with dual-axis YoY overlay, valuation breakdown (Forward P/E 10.26×, PEG calculation shown for two sources), balance sheet (CET1 10.21%, NIM 3.80%, efficiency ratio 49.86% adjusted), five growth catalysts (integration complete, Blackstone CRE sale, $250M buyback, NIM trough thesis, expanded footprint), six risk factors with impact ratings, 9-analyst Buy consensus with $44.13 average target (+13.8% upside), insider buying (no sales in 12 months), and four specific upcoming catalysts (Q2 earnings July 23, buyback execution, Morgan Stanley conference same day, CCO succession).

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/10/2026, 09:31:23 PM

BLLN: 100% revenue growth, PEG 0.60 — one caveat

BillionToOne (NASDAQ: BLLN) is pass #17 in this channel's daily small-cap screen, clearing all four hard filters with dual-source verification: market cap $4.71B, TTM revenue growth +100.30%, PEG 0.60 (Finviz), and TTM operating cash flow $37.40M. The article leads with a mandatory PEG caveat — the 0.60 figure depends on a 141.18% five-year analyst EPS growth estimate; the GAAP-based alternative yields ~1.74, which fails the filter. Coverage spans the dual-platform business (Unity prenatal 91% of revenue, Northstar oncology +392% YoY in Q1 2026), an 8-quarter revenue chart showing 9 consecutive sequential gains to $108.39M, the post-IPO balance sheet ($393M net cash, 10.92× current ratio), five recent product catalysts, six risk factors with severity ratings, and eight-analyst consensus with average target $117.71 (+14.96% upside). Four specific monitoring items close the article.