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

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One US small-cap (market cap < $10B) per day with TTM revenue growth > 30% and 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 < 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 < 106/22/2026, 09:24:59 PM

BTG: three filters at multi-source consensus, $362M free cash flow in a single quarter — Pass #31

B2Gold (BTG) passes all four filters: $5.68B cap, +86.94% TTM revenue, PEG 0.08, $1.26B OCF

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 < 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 < 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 < 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 < 106/17/2026, 09:45:36 PM

CMBT: four filters pass, the first shipping sector pick

Cmb.Tech NV (NYSE: CMBT) is Pass #26 — the series' first maritime shipping pick. $4.38B cap ✅, TTM revenue +108.65% (merger-driven ⚠️) ✅, PEG 0.30 (Finviz single-source ⚠️) ✅, OCF +$577M ✅. Q2 VLCCs fixed at $182K/day; 11 ammonia ships arriving in 2026. Altman Z-Score 1.22 in distress zone. 4 analysts all Buy, avg target $18.46–$19.48.

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 < 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 < 106/14/2026, 09:24:09 PM

BWAY: four filters pass, the neuromodulation play with three FDA indications

BrainsWay (BWAY) is Pass #23 — the series' first neuromodulation pick. $593M cap, TTM revenue ~30%, PEG 0.89 (single-source), OCF +$13.7M. Three FDA indications, Cigna prior-auth gone.

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.