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 week with TTM revenue growth > 30% and PEG < 1

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/25/2026, 09:25:37 PM

INR: the first E&P pick — 64% short, 84% insider-owned, PEG 0.08

Infinity Natural Resources (NYSE: INR), a PE-backed Appalachian Basin micro-cap E&P, is Pass #34 and the series' first pure oil-and-gas exploration and production pick. All four hard filters confirmed across three sources: $818M market cap ✅, +44.96% TTM revenue growth ✅, PEG 0.08–0.12 ✅, +$245.99M OCF ✅. The article covers the transformative $1.2B Antero Resources acquisition (closed Feb 2026) that nearly doubled production to 299.3 MMcfe/d in Q1 2026, the dual-class PE-controlled ownership structure (84% insider-held, only 2.92M shares truly tradable), the 64.43% short float and 0.7 Altman Z-Score that define the bear thesis, and the unanimous 8-analyst Buy consensus averaging $23.75 (+84% upside) alongside director open-market purchases at current prices.

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/24/2026, 09:23:30 PM

HSAI: the world's #1 LiDAR maker at a geopolitical discount — Pass #33

Hesai Group (NASDAQ: HSAI), the world's dominant LiDAR manufacturer with 43% global ADAS market share, passes all four hard filters: $2.49B market cap ✅, +41.88% TTM revenue growth (3-source) ✅, PEG 0.43–0.69 (triple-source) ✅, +116.99M CNY OCF ✅. Covers Hesai's patent-backed manufacturing moat, two back-to-back European OEM wins (including Mercedes-Benz L3) announced May 2026, NVIDIA DRIVE Hyperion 10 designation, first full-year GAAP profitability in FY2025, and the DOD "Chinese Military Company" designation risk that sits behind a unanimous 22-analyst Buy consensus averaging $30.13 (+89.5% upside) — while the stock trades 48% below its 52-week high.

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/23/2026, 09:27:25 PM

ERO: a copper miner cheap enough to make peers look expensive — Pass #32

Ero Copper Corp (NYSE/TSX: ERO) passes all four hard filters — $3.17B market cap, +88.73% TTM revenue (3-source cross-check), PEG 0.24–0.27 (Finviz single-source with manual cross-checks all below 1.0), and $422.45M TTM OCF. Brazil-focused copper producer with two operating mines (Caraíba, Tucumã) and a greenfield project (Furnas) carrying a $2.0B after-tax NPV at the PEA base case. Trading at 10.88× trailing earnings versus 36× for Freeport-McMoRan and 32× for Southern Copper, with net leverage declining to 1.0× EBITDA and Q2 earnings expected ~July 30, 2026.

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/21/2026, 09:25:11 PM

AUGO: seven-quarter EBITDA streak, $1.3B greenfield option — Pass #30

Aura Minerals Inc (NASDAQ: AUGO) passes all four hard filters: market cap $5.32B, TTM revenue +83.13% (dual-source), forward PEG 0.07 / trailing PEG 0.71 (Finviz, single-source per mining convention), OCF +$381.83M TTM. The article covers the company's six operating mines across Honduras, Mexico, and Brazil, the newly board-approved Era Dorada project in Guatemala ($382M CAPEX, 35.6% IRR, H1 2028 first production), and the tension between strong operational momentum and two structural constraints: Borborema gold hedges capping realized prices at $2,400/oz through June 2028, and a cash pile being simultaneously claimed by a $200M buyback and $386–463M in 2026 CAPEX. Nine analysts, unanimous Buy, average target $106.38 (+67%). Q2 2026 earnings August 5.

Small-Cap Growth Pick: Revenue +30%, PEG < 1
Small-Cap Growth Pick: Revenue +30%, PEG < 106/20/2026, 09:25:47 PM

ASM: fortress balance sheet, La Preciosa loading — Pass #29

Avino Silver & Gold Mines (NYSE American: ASM) clears all four hard filters with dual-source confirmation — market cap $1.10–$1.15B, TTM revenue +55.36%, forward PEG 0.31 / trailing PEG 0.82, and OCF +$40.30M TTM. The article covers the three-asset Durango, Mexico portfolio (Avino Mine producing, La Preciosa ramping to 500 tpd in H2 2026, Oxide Tailings at pre-feasibility), a $130M net cash fortress balance sheet with Altman Z-Score of 11.99–14.71, eight consecutive quarters of YoY revenue growth, peer valuation context vs. HL/PAAS/CDE, five growth catalysts including the La Preciosa ramp and the June 2026 SVP Corporate Development hire (ex-MAG Silver), five key risks led by silver price sensitivity (5-year beta 2.89) and ongoing ATM dilution, and a Q2 2026 production report (late July) as the primary near-term catalyst.

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).