York Space Systems, Inc.

Eight Wall Street analysts have <a href="https://www.marketwatch.com/investing/stock/yss/analystestimates?mod=mw_quote_tab">initiated coverage</a> of York Space Systems, recommending shares of the low-cost satellite maker less than a month after it <a href="https://ir.yorkspacesystems.com/news/news-details/2026/York-Space-Systems-Announces-Pricing-of-Upsized-Initial-Public-Offering/default.aspx">went public</a> on the New York Stock Exchange. The company is heavily reliant on government funding and major defense initiatives such as Trump’s Golden Dome missile defense program for the U.S. homeland, but Wall Street appears willing to accept that risk, Barron’s <a href="https://www.barrons.com/articles/york-space-systems-stock-ratings-26467d20?mod=RTA">believes</a>.

Eight analysts initiate on space stock York with 'buy' following recent IPO

GE Aerospace

Vertiv Holdings Co

Howmet Aerospace Inc.

Although the adoption of AI has provided a dramatic increase in productivity in software companies, their stock prices have collapsed in 2026

Deutsche Bank names 6 stocks that could be beneficiaries of AI business transformation

Peloton Interactive, Inc.

Alvotech

Grab Holdings Limited

Snap Inc.

Aurora Innovation, Inc.

AtaiBeckley Inc.

FuboTV Inc.

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 facilities, American Century Investments <a href="https://www.americancentury.com/institutional-investors/insights/global-small-caps-trends/">said</a> in a January report. Analysts expect small-cap companies to outpace large-cap peers in earnings per share (EPS) growth in 2026: small-cap EPS is projected to rise 21.8% versus 16.0% for large caps. In 2025, the situation was the opposite, with small-cap EPS up 12.2% versus 13.9% for large caps.

Insider Monkey spotlights 12 best penny stocks set to skyrocket

Amazon.com, Inc.

The bank made up a whole basket of papers as early as 2025

Which stocks will benefit from duty elimination: Wells Fargo's picks ahead of the Supreme Court decision

Recursion Pharmaceuticals, Inc.

ARK Invest, headed by investor Cathie Wood, has increased its stake in small-cap biotech Recursion Pharmaceuticals, which <a href="https://ir.recursion.com/">uses</a>&nbsp;one of the world’s most powerful supercomputers to identify patterns and develop therapies for deadly diseases. The news of Wood's purchase <a href="https://finance.yahoo.com/quote/RXRX/">helped lift</a> the stock more than 5% on Thursday. Earlier, it emerged that chipmaker Nvidia had exited its position in the company.

Cathie Wood increases stake in small-cap biotech Recursion after Nvidia exits

The Boeing Company

Robinhood Markets, Inc.

Due to fear of AI's disruptive impact, investors may funnel money into defensive stocks

The market is expecting an influx of $150 billion from tax refunds. Which stocks will benefit?

Forum Markets, Incorporated

The second most capitalized cryptocurrency has fallen in price by almost 40% over the past month

PayPal and Palantir co-founder Peter Thiel dumped shares in a major Ethereum holder

Applied Digital Corporation

TeraWulf Inc.

Hut 8 Corp.

In 2025, the bitcoin mining sector rebounded strongly and outpaced the performance of the cryptocurrency itself. The Smid-cap Bitcoin Miner Equal Weight Index, put together by analyst Aldiyar Anuarbekov for Oninvest, gained 46%. The index includes 17 small- and mid-cap mining companies. Meanwhile, the&nbsp;Smid-cap Bitcoin Miner Cap Weight Index&nbsp;added 27%. By comparison, bitcoin fell 9.7% in 2025, while the S&amp;P 500 rose 16.3%. In 2026, investors are increasingly betting on companies at the intersection of mining and AI infrastructure.

Bitcoin miners outperformed the cryptocurrency in 2025. What about 2026?

Every 1% increase in U.S. stock market capitalization due to IPOs then leads to a subsequent 7.5% decline in quotations, the investment firm warned

Grantham's Perpetual Bear Fund: OpenAI and SpaceX IPOs threaten to crash US stock market

Berkshire Hathaway Inc.

Chevron Corporation

Apple Inc.

Domino's Pizza, Inc.

Chubb Limited

The company got rid of 80% of the Amazon shares it owned

Apple, NYT, Chevron: what Berkshire bought and sold in Buffett's last quarter

Microsoft Corporation

CrowdStrike Holdings, Inc.

Carvana Co.

Spotify Technology S.A.

Affirm Holdings, Inc.

One of the securities on the list has lost 30% of its value over the past month

JPMorgan picks "undervalued" stocks for which AI is not a threat

MNTN, Inc.

Braze, Inc.

PAR Technology Corporation

TipRanks contributor Kirti Tak has <a href="https://www.tipranks.com/news/3-small-cap-strong-buy-stocks-with-big-upside-in-2026-according-to-analysts-4">highlighted</a>&nbsp;three "strong buy" small caps investors should watch. All have declined year to date, yet Wall Street sees more than 95% upside in each.

Investment ideas