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Oninvest
@oninvest.bsky.social
· Feb 19
Better than bitcoin: miners overtake cryptocurrency in 2025 - what to expect next? – Oninvest
In 2025, the bitcoin mining sector rebounded strongly and outpaced the growth of the cryptocurrency itself. The equal-weighted Bitcoin Miners SMid Index EW , calculated by analyst Aldiyar Anuarbekov f...
en.oninvest.com
Bitcoin mining stocks jumped in 2025 as companies pivoted toward AI and HPC data-center models, recasting the sector as digital infrastructure rather than pure crypto. Here are 3 small caps from the Bitcoin Miners SMid Index EW that could benefit in 2026👇 en.oninvest.com/article/bett...
Freedom Broker sees ~12% upside in M-tron Industries ( #$MPTI) to $74, pointing to defense and aerospace programs exposure and a 48% YoY increase in backlog to ~$59M. Q3 revenue rose 7.2% to $14.2M. Details👇 en.oninvest.com/article/free...
Freedom Broker: M-tron has more than 12% upside on 2-month horizon amid ME conflict – Oninvest
Shares of M-tron Industries, a small-cap firm that manufactures frequency and spectrum control products for electronic circuits, could now rise about 12% on a two-month horizon, according to a trade i...
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March 3, 2026 at 4:57 PM
Freedom Broker sees ~12% upside in M-tron Industries ( #$MPTI) to $74, pointing to defense and aerospace programs exposure and a 48% YoY increase in backlog to ~$59M. Q3 revenue rose 7.2% to $14.2M. Details👇 en.oninvest.com/article/free...
#$TMDE (+232%), #$TPET (+167%), and #$STAK (+149%) led small-cap gains Monday as Middle East tensions fueled oil supply fears. Iran’s move to close the Strait of Hormuz sent Brent and WTI up more than 7%. en.oninvest.com/article/thre...
Three energy stocks more than double, lead small-cap gains as oil prices rise – Oninvest
The biggest gainers in the small-cap segment on Monday were three energy companies, whose shares surged more than 149% on the day. The stocks rallied on concerns over oil supplies in the Middle East a...
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March 3, 2026 at 4:23 PM
#$TMDE (+232%), #$TPET (+167%), and #$STAK (+149%) led small-cap gains Monday as Middle East tensions fueled oil supply fears. Iran’s move to close the Strait of Hormuz sent Brent and WTI up more than 7%. en.oninvest.com/article/thre...
#$GILT could surge ~20% to $19 within two months, Freedom Broker says, as geopolitical tensions drive demand for defense SATCOM solutions. Analysts say the latest post-earnings dip offers an attractive entry point👇 en.oninvest.com/article/free...
Freedom sees attractive entry point in satellite maker Gilat amid geopolitical morass – Oninvest
Shares of Israeli satellite communications company Gilat, which are traded on the Nasdaq, could rise almost 20% over the next two months, according to an investment idea put out by Freedom Broker (and...
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March 2, 2026 at 4:04 PM
#$GILT could surge ~20% to $19 within two months, Freedom Broker says, as geopolitical tensions drive demand for defense SATCOM solutions. Analysts say the latest post-earnings dip offers an attractive entry point👇 en.oninvest.com/article/free...
Insider Monkey has identified 12 gold stocks Wall Street is backing, including eight small- and mid-caps, as #gold prices hover near record highs on Middle East tensions. Barclays sees demand remaining resilient, even in this elevated price environment👇 en.oninvest.com/article/insi...
Insider Monkey picks best smid-cap gold stocks amid continuing rally in yellow metal – Oninvest
Insider Monkey has identified 12 gold mining companies that Wall Street analysts consider attractive "buys." Eight of them are small- or mid-cap firms.
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March 2, 2026 at 2:36 PM
Insider Monkey has identified 12 gold stocks Wall Street is backing, including eight small- and mid-caps, as #gold prices hover near record highs on Middle East tensions. Barclays sees demand remaining resilient, even in this elevated price environment👇 en.oninvest.com/article/insi...
#$DNUT rose on Q4 results highlighting balance-sheet improvement and restructuring progress following the end of its McDonald’s partnership. Net leverage fell to 6.7 with a ≤5.5 goal for 2026; the company is still unprofitable on a GAAP basis👇 en.oninvest.com/article/kris...
Krispy Kreme shares shoot up almost 30% on 4Q/FY earnings – Oninvest
Shares of doughnut maker Krispy Kreme surged 27.8% after the company released its fourth-quarter and full-year financial results. The company said it expects further deleveraging and progress in exec...
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February 28, 2026 at 7:53 AM
#$DNUT rose on Q4 results highlighting balance-sheet improvement and restructuring progress following the end of its McDonald’s partnership. Net leverage fell to 6.7 with a ≤5.5 goal for 2026; the company is still unprofitable on a GAAP basis👇 en.oninvest.com/article/kris...
The Equal Weight EM Small Cap Index compiled for Oninvest gained 18.25% in 2025, outperforming the S&P 500 (16.65%) and Russell 2000 (11.21%), highlighting EM small caps’ leverage to local economies. Here are three stocks from the index with 2026 upside👇 en.oninvest.com/article/wher...
Where to find outstripping returns in EM small caps in 2026 – Oninvest
Last year showed that small caps in emerging markets can compete with large issuers, despite a lag that persisted through the third quarter. For 2025, the return of the Equal Weight EM Small Cap Inde...
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February 28, 2026 at 3:42 AM
The Equal Weight EM Small Cap Index compiled for Oninvest gained 18.25% in 2025, outperforming the S&P 500 (16.65%) and Russell 2000 (11.21%), highlighting EM small caps’ leverage to local economies. Here are three stocks from the index with 2026 upside👇 en.oninvest.com/article/wher...
#$BROS, a small U.S. coffee chain, trades ~45% below its peak yet could “supercharge” long-term returns, Motley Fool’s Neil Patel says, citing same-store sales and Wall Street’s ~27% EPS growth outlook over the next three years. Volatility remains a risk 👇 en.oninvest.com/article/motl...
Motley Fool analyst likes growing U.S. coffee chain Dutch Bros on dip – Oninvest
Dutch Bros, a small U.S. coffee chain, is a growth stock that "could supercharge your returns over the next five years and beyond," argues Motley Fool contributing analyst Neil Patel. The company’s s...
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February 27, 2026 at 5:59 PM
#$BROS, a small U.S. coffee chain, trades ~45% below its peak yet could “supercharge” long-term returns, Motley Fool’s Neil Patel says, citing same-store sales and Wall Street’s ~27% EPS growth outlook over the next three years. Volatility remains a risk 👇 en.oninvest.com/article/motl...
Appaloosa’s David Tepper urged Whirlpool ( #$WHR) to review its strategy in a scathing letter, accusing management of destroying shareholder value after a dilutive share issuance that tanked the stock 14% this week. The activist investor holds a large stake 👇 en.oninvest.com/article/davi...
David Tepper sends 'scathing' letter to Whirlpool, calls for changes – Oninvest
Appaloosa, Tepper's hedge fund, significantly reduced its stake in Whirlpool late last year, yet it is still a top-10 position in its portfolio
en.oninvest.com
February 27, 2026 at 2:18 AM
Appaloosa’s David Tepper urged Whirlpool ( #$WHR) to review its strategy in a scathing letter, accusing management of destroying shareholder value after a dilutive share issuance that tanked the stock 14% this week. The activist investor holds a large stake 👇 en.oninvest.com/article/davi...
The Baltic region is emerging from downturn into demand-led growth with cooling inflation and improving incomes, EC forecasts show. Marius Varneckas, head of Freedom24 in Lithuania, sees attractive entry points in underfollowed Baltic small caps 👇 en.oninvest.com/article/free...
Freedom24-Lithuania head shares Baltic small-cap stocks and sectors with 2026 upside – Oninvest
The Baltic States – Lithuania, Latvia, and Estonia – are emerging from an economic downturn. According to the European Commission forecasts, the region is now entering a phase of moderate growth, with...
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February 26, 2026 at 6:31 AM
The Baltic region is emerging from downturn into demand-led growth with cooling inflation and improving incomes, EC forecasts show. Marius Varneckas, head of Freedom24 in Lithuania, sees attractive entry points in underfollowed Baltic small caps 👇 en.oninvest.com/article/free...
#$VIR jumped after announcing a prostate-cancer partnership with Astellas worth up to $1.71B and positive early data for VIR-5500. Analysts at Needham, Evercore, and Morgan Stanley raised targets following what the CEO called a “seminal moment” 👇 en.oninvest.com/article/semi...
'Seminal moment': Biotech Vir sees shares jump over 25% amid flurry of announcements – Oninvest
Shares of Vir Biotechnology, a small-cap developer of drugs for infectious diseases and cancer, soared on Tuesday by almost 28% to reach their highest level in more than a year. The company provided ...
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February 25, 2026 at 7:22 PM
#$VIR jumped after announcing a prostate-cancer partnership with Astellas worth up to $1.71B and positive early data for VIR-5500. Analysts at Needham, Evercore, and Morgan Stanley raised targets following what the CEO called a “seminal moment” 👇 en.oninvest.com/article/semi...
BofA has initiated coverage on #$PICS with a Buy rating and a $27 target (~61% upside) weeks after its Nasdaq IPO. It sees lending expansion driving profitability, with EPS projected to grow ~117% annually through 2028 and ROE rising to 30% 👇 en.oninvest.com/article/bofa...
BofA is latest to initiate on Brazilian digital bank PicPay at 'buy' – Oninvest
BofA Securities has initiated coverage of Brazilian fintech PicPay with a “buy” rating, less than a month after the company went public in an IPO, listing on the Nasdaq. The company’s earnings per sh...
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February 25, 2026 at 6:57 PM
BofA has initiated coverage on #$PICS with a Buy rating and a $27 target (~61% upside) weeks after its Nasdaq IPO. It sees lending expansion driving profitability, with EPS projected to grow ~117% annually through 2028 and ROE rising to 30% 👇 en.oninvest.com/article/bofa...
Eight analysts initiated coverage on #$YSS shortly after its IPO, mostly with Buy ratings and a ~$38 average target. The low-cost satellite maker, however, remains heavily reliant on U.S. defense funding and defense initiatives such as Golden Dome 👇 en.oninvest.com/article/eigh...
Eight analysts initiate on space stock York with 'buy' following recent IPO – Oninvest
Eight Wall Street analysts have initiated coverage of York Space Systems, recommending shares of the low-cost satellite maker less than a month after it went public on the New York Stock Exchange. The...
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February 25, 2026 at 4:08 AM
Eight analysts initiated coverage on #$YSS shortly after its IPO, mostly with Buy ratings and a ~$38 average target. The low-cost satellite maker, however, remains heavily reliant on U.S. defense funding and defense initiatives such as Golden Dome 👇 en.oninvest.com/article/eigh...
Gilead to acquire Arcellx for $115/share in cash (~$7.8B), + a $5 CVR tied to anito-cel sales. The deal gives Gilead full ownership of the CAR-T developer it already partly owned, highlighting Big Pharma’s push to consolidate late-stage oncology assets👇 en.oninvest.com/article/canc...
Cancer drugmaker Arcellx explodes 77% in a day as Gilead will acquire it – Oninvest
Shares of Arcellx, a mid-cap developer of cell therapies for blood cancers, surged 77% on Monday to a new all-time high after the announcement that its major partner, Gilead Sciences, will acquire t...
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February 25, 2026 at 3:46 AM
Gilead to acquire Arcellx for $115/share in cash (~$7.8B), + a $5 CVR tied to anito-cel sales. The deal gives Gilead full ownership of the CAR-T developer it already partly owned, highlighting Big Pharma’s push to consolidate late-stage oncology assets👇 en.oninvest.com/article/canc...
Buying #$LCID for a rebound is “probably not a good idea,” Motley Fool’s Chris Neiger writes, pointing to persistent losses and soft EV market trends despite plans for a cheaper model that could broaden Lucid’s customer base 👇 en.oninvest.com/article/motl...
Motley Fool analyst warns against temptation to buy EV maker Lucid on the dip – Oninvest
Investors should avoid buying shares of electric vehicle maker Lucid in the hope of a rebound, argues Motley Fool contributor Chris Neiger. Over the past three years, the company’s stock has fallen a...
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February 24, 2026 at 5:31 AM
Buying #$LCID for a rebound is “probably not a good idea,” Motley Fool’s Chris Neiger writes, pointing to persistent losses and soft EV market trends despite plans for a cheaper model that could broaden Lucid’s customer base 👇 en.oninvest.com/article/motl...
Hims & Hers ( #$HIMS) to acquire telehealth peer Eucalyptus for about $1.15B, extending its online clinic network into Australia and Japan while strengthening presence in Europe and Canada. The move comes as the company faces a lawsuit from Novo Nordisk👇 en.oninvest.com/article/hims...
Hims & Hers to buy Australian peer Eucalyptus amid GLP-1 regulatory, legal pressure – Oninvest
U.S. telehealth platform and online pharmacy Hims & Hers Health will acquire Australian peer Eucalyptus. The deal comes as the company seeks to reshape investor perceptions after U.S. regulators cri...
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February 24, 2026 at 5:23 AM
Hims & Hers ( #$HIMS) to acquire telehealth peer Eucalyptus for about $1.15B, extending its online clinic network into Australia and Japan while strengthening presence in Europe and Canada. The move comes as the company faces a lawsuit from Novo Nordisk👇 en.oninvest.com/article/hims...
✍️ American Century Investments notes that AI investments and facility upgrades will drive a 21.8% rise in small-cap EPS in 2026. To find the best opportunities, Insider Monkey identified 12 undervalued penny stocks (under $5) with high growth potential👇 en.oninvest.com/article/insi...
Insider Monkey spotlights 12 best penny stocks set to skyrocket – Oninvest
Small-cap stocks could benefit from several structural trends in 2026. The segment is expected to be supported by investments in AI infrastructure, as well as localization and upgrades of production f...
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February 23, 2026 at 6:21 PM
✍️ American Century Investments notes that AI investments and facility upgrades will drive a 21.8% rise in small-cap EPS in 2026. To find the best opportunities, Insider Monkey identified 12 undervalued penny stocks (under $5) with high growth potential👇 en.oninvest.com/article/insi...
ARK Invest bought 1.25M shares of #$RXRX, increasing its holding in the AI-focused biotech. ARK’s stake stood at ~7.25% at 2025 year-end, when Nvidia exited the stock. The company uses AI and supercomputing to develop therapies for cancer and rare diseases en.oninvest.com/article/cath...
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February 20, 2026 at 7:52 PM
ARK Invest bought 1.25M shares of #$RXRX, increasing its holding in the AI-focused biotech. ARK’s stake stood at ~7.25% at 2025 year-end, when Nvidia exited the stock. The company uses AI and supercomputing to develop therapies for cancer and rare diseases en.oninvest.com/article/cath...
Following record Q4 revenue and full-year revenue above guidance, #$RSI was upgraded to Market Outperform at Citizens with a $24 target. Needham and Oppenheimer lifted targets to $25, while Jefferies set a Street-high $30, citing further growth👇 en.oninvest.com/article/seve...
Several analysts upgrade Rush Street online casino – Oninvest
Citizens Investment Bank has upgraded Rush Street Interactive to “market outperform” from “market perform,” setting a $24 per share target price on the online casino operator, which has a market capi...
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February 19, 2026 at 6:37 PM
Following record Q4 revenue and full-year revenue above guidance, #$RSI was upgraded to Market Outperform at Citizens with a $24 target. Needham and Oppenheimer lifted targets to $25, while Jefferies set a Street-high $30, citing further growth👇 en.oninvest.com/article/seve...
🔉NeuroSense reported Phase II data showing its PrimeC therapy improved overall survival in ALS, with 36.3-month median survival vs 21.4 months for the placebo-to-PrimeC crossover group. The company is engaging U.S. regulators on late-stage development en.oninvest.com/article/fres...
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February 19, 2026 at 4:27 PM
🔉NeuroSense reported Phase II data showing its PrimeC therapy improved overall survival in ALS, with 36.3-month median survival vs 21.4 months for the placebo-to-PrimeC crossover group. The company is engaging U.S. regulators on late-stage development en.oninvest.com/article/fres...
Bitcoin mining stocks jumped in 2025 as companies pivoted toward AI and HPC data-center models, recasting the sector as digital infrastructure rather than pure crypto. Here are 3 small caps from the Bitcoin Miners SMid Index EW that could benefit in 2026👇 en.oninvest.com/article/bett...
Better than bitcoin: miners overtake cryptocurrency in 2025 - what to expect next? – Oninvest
In 2025, the bitcoin mining sector rebounded strongly and outpaced the growth of the cryptocurrency itself. The equal-weighted Bitcoin Miners SMid Index EW , calculated by analyst Aldiyar Anuarbekov f...
en.oninvest.com
February 19, 2026 at 3:12 PM
Bitcoin mining stocks jumped in 2025 as companies pivoted toward AI and HPC data-center models, recasting the sector as digital infrastructure rather than pure crypto. Here are 3 small caps from the Bitcoin Miners SMid Index EW that could benefit in 2026👇 en.oninvest.com/article/bett...
TipRanks contributor Kirti Tak highlights three “strong buy” small caps: #$PAR, #$BRZE, and #$MNTN — all down YTD but with Wall Street implying significant upside based on consensus targets and predominantly buy ratings en.oninvest.com/article/tipr...
TipRanks flags three 'strong buy' small caps with 95% upside in 2026 – Oninvest
TipRanks contributor Kirti Tak has highlighted three "strong buy" small caps investors should watch. All have declined year to date, yet Wall Street sees more than 95% upside in each.
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February 19, 2026 at 6:55 AM
TipRanks contributor Kirti Tak highlights three “strong buy” small caps: #$PAR, #$BRZE, and #$MNTN — all down YTD but with Wall Street implying significant upside based on consensus targets and predominantly buy ratings en.oninvest.com/article/tipr...
Hapag-Lloyd to acquire ZIM for $35/share cash ($4.2B), a 58% premium. The merged group would rank among the world’s top-5 container shipping carriers, while Israel’s special state stake in ZIM and 16 vessels will move into a new FIMI-backed carrier en.oninvest.com/article/stoc...
Stock of shipper ZIM soars to three-year high as Hapag-Lloyd agrees to takeover – Oninvest
Shares of Israel's ZIM Integrated Shipping Services , listed in New York, soared Tuesday more than 25% to a 3.5-year high after the company announced an agreement according to which it will be acqui...
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February 19, 2026 at 5:44 AM
Hapag-Lloyd to acquire ZIM for $35/share cash ($4.2B), a 58% premium. The merged group would rank among the world’s top-5 container shipping carriers, while Israel’s special state stake in ZIM and 16 vessels will move into a new FIMI-backed carrier en.oninvest.com/article/stoc...
A viral post on X suggests AI agents like OpenClaw could drive demand for Raspberry Pi’s $20–$200 devices as a low-cost alternative to Apple. The post claims revenue growth could hit 55%, though analysts currently project a more modest 14–17%. en.oninvest.com/article/shar...
Shares of tiny Raspberry Pi soar on X post that AI agents could drive demand – Oninvest
Shares of British Raspberry Pi, the maker of some of the simplest personal computers, surged about 25% in the first minutes of trading on the London Stock Exchange on Tuesday. The move followed a pos...
en.oninvest.com
February 19, 2026 at 5:21 AM
A viral post on X suggests AI agents like OpenClaw could drive demand for Raspberry Pi’s $20–$200 devices as a low-cost alternative to Apple. The post claims revenue growth could hit 55%, though analysts currently project a more modest 14–17%. en.oninvest.com/article/shar...
Royce’s Francis Gannon outlines five drivers of small-cap earnings growth: easing rates, supportive tax policy, reshoring, technology adoption, and deregulation, noting that sentiment is improving even as valuations remain discounted👇 en.oninvest.com/article/five...
Five potential drivers of small-cap earnings growth from Royce – Oninvest
A co-CIO looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation may fuel small-cap earnings growth
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February 17, 2026 at 8:07 PM
Royce’s Francis Gannon outlines five drivers of small-cap earnings growth: easing rates, supportive tax policy, reshoring, technology adoption, and deregulation, noting that sentiment is improving even as valuations remain discounted👇 en.oninvest.com/article/five...
Freedom Broker sees 13% upside in #$CENX over two months, targeting $52. Domestic production shields the company from tariffs while allowing it to benefit from U.S. trade policy. Key risks include energy costs and macro demand en.oninvest.com/article/free...
Freedom short-term trade idea: Buy Century Aluminum as beneficiary of Trump policies – Oninvest
Freedom Broker is opening a short-term trade idea on mid-cap aluminum producer Century Aluminum, expecting the stock to gain about 13% over the next two months. The call is based on what the analysts ...
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February 17, 2026 at 7:02 PM
Freedom Broker sees 13% upside in #$CENX over two months, targeting $52. Domestic production shields the company from tariffs while allowing it to benefit from U.S. trade policy. Key risks include energy costs and macro demand en.oninvest.com/article/free...