Q2 earnings season has begun and I do feel optimistic about the market pivoting to a northern trajectory for lower cap growth companies. The weighing of revenue and margins will kick in and these value plays should be recognized for the incredible deals that they are. It’s been a rough ride… hold on to your hats!
ADP Phoenix Forty
8 micro-caps
17 small-caps
13 mid-caps
2 large-caps
Rubius (RUBY) $69M
Shift Tech (SFT) $86M
Curis (CRIS) $101M
Puma Bio (PBYI) $144M
CalAmp (CAMP) $158M
Jounce (JNCE) $167M
1stdibs.Com (DIBS) $228M
GrowGeneration (GRWG) $299M
Viant (DSP) $309M
Vaxart (VXRT) $472M
fuboTV (FUBO) $473M
DocGo (DCGO) $725M
PubMatic (PUBM) $818M
Materialise (MTLS) $828M
Perion (PERI) $847M
Sierra Wireless (SWIR) $923M
Digi Int (DGII) $925M
Magnite (MGNI) $1.1B
Veru (VERU) $1.1B
Nextdoor (KIND) $1.3B
Proto Labs (PRLB) $1.3B
Celldex (CLDX) $1.4B
Xperi (XPER) $1.7B
LiveRamp (RAMP) $1.9B
Digital Turbine (APPS) $1.9B
Ballard Power (BLDP) $2.1B
StoneCo (STNE) $2.9B
SunPower (SPWR) $2.9B
Opendoor (OPEN) $3.2B
DoubleVerify (DV) $3.9B
DigitalOcean (DOCN) $4B
Novavax (NVAX) $4.3B
New York Times (NYT) $5.2B
Ginkgo Bio (DNA) $5.2B
First Solar (FSLR) $7.7B
Exact Sciences (EXAS) $8B
Doximity (DOCS) $8.1B
Zillow (ZG) $8.9B
Roku (ROKU) $12.1B
Trade Desk (TTD) $23B
“Persistence can change failure into extraordinary achievement.”– Marv Levy