Intuit Inc.

Microsoft Corporation

Snowflake Inc.

The decline in quotations of companies from the software sector in early February created an attractive opportunity to buy shares of three companies - Snowflake, Microsoft and Intuit, says Jefferies. An analyst of the investment bank believes that the market's fears about artificial intelligence are now excessive.

Jefferies advised to buy 3 stocks after the "soft apocalypse". AI is not a threat to them

Janux Therapeutics, Inc.

Legend Biotech Corporation

4D Molecular Therapeutics, Inc.

Arcturus Therapeutics Holdings Inc.

Altimmune, Inc.

Black Diamond Therapeutics, Inc.

The global biotechnology market was valued at about $1.65 trillion in 2025 and is projected to grow to $5.22 trillion by 2034 at a compound annual growth rate of 13.67%, according to <a href="https://straitsresearch.com/report/biotechnology-market">Straits Research</a>. The U.S. market remains the largest globally: it was worth $552.39 billion in 2023 and is expected to reach $1.24 trillion by 2030. Insider Monkey has <a href="https://www.insidermonkey.com/blog/20-best-biotech-stocks-under-20-to-buy-now-1685703/">selected</a>&nbsp;20 biotech companies trading below $20 per share that are widely held by hedge funds.

Insider Monkey names 20 under-$20 biotech stocks popular with hedge funds

Brunello Cucinelli S.p.A.

Freedom Finance has issued a report rating shares of Italian luxury cashmere brand Brunello Cucinelli as a "buy," forecasting 34% upside from current levels. The firm notes that Brunello Cucinelli continues to deliver double-digit revenue growth and believes it is capable of expanding even amid turbulence in the luxury market.

Freedom says buy Italian luxury brand Brunello Cucinelli with 34% upside

Janux Therapeutics – a small-cap developer of prostate cancer therapies – has lost more than 65% of its market value over the past year. The steepest decline followed the release of data on one of the key candidates in the company’s pipeline. Despite this, Janux shares remain in the portfolios of BlackRock and investor Steve Cohen, according to its <a href="https://www.gurufocus.com/stock/JANX/ownership">Form 13F filing</a> as of the end of September. Wall Street analysts, for their part, continue to recommend buying the stock, expecting it could rise more than 300%.

Why biotech Janux, held by Blackrock and Steve Cohen, has consensus upside of 300%

Microsoft shares haven't looked as cheap for eight years as they do now, argue Matrix Asset Advisors

'Best bet on AI': Piper Sandler urged clients to buy back Microsoft after collapse

Teradyne, Inc.

Demand from the AI segment in computing, networking and memory was significantly higher than analysts' expectations

'Market surprise': Teradyne shares rise 9% to record after strong reporting

M-tron Industries, Inc.

Espey Mfg. & Electronics Corp.

NioCorp Developments Ltd.

Western Copper and Gold Corporation

In the autumn, Freedom Broker analysts <a href="https://en.oninvest.com/article/freedom-picks-five-small-caps-two-strategies-as-market-enters-goldilocks-mode">noted</a>&nbsp;that a Goldilocks mode had begun to take effect in the U.S. economy – a combination of steady growth, normalized inflation, and a labor market supported by a neutral-to-soft policy by the Fed. Under such conditions, two strategies remain the most logical and advisable: investing in dividend stocks amid falling rates or in growth stocks while business activity remains robust, according to Vadim Merkulov, director of research at Freedom Finance Global.

Two strategies, four small caps from Freedom for February and beyond

Liberty Latin America Ltd.

Atlanta Braves Holdings, Inc.

Schrodinger, Inc.

Ramaco Resources, Inc.

Via Transportation

Alongside well known public companies, large investors also hold small positions in businesses with market capitalization of up to $2 billion. As a rule, these are targeted investments in infrastructure, real assets, or undervalued companies that have yet to attract broad market attention. Analyst Aldiyar Anuarbekov reviewed, for <i>Oninvest,&nbsp;</i>which small caps leading investment figures are backing.

Which small caps Buffett, Gates, and Ackman are betting on

Getty Realty Corp.

DiamondRock Hospitality Company

Addus HomeCare Corporation

Envista Holdings Corporation

Waystar Holding Corp.

Doximity, Inc.

Boot Barn Holdings, Inc.

Boyd Gaming Corporation

BILL Holdings, Inc.

ESAB Corporation

BofA Securities has <a href="https://www.barrons.com/articles/10-small-cap-stocks-poised-to-break-out-11afcafe?mod=RTA">identified</a>&nbsp;10 small- and mid-cap companies that investors should pay attention to as the segment tries to extend its recent rally. BofA screened for stocks that delivered better-than-expected earnings and sales in the third quarter, and for which its analysts’ fourth-quarter estimates exceed Wall Street consensus forecasts, <i>Barron's </i>reports.

BofA picks 10 smid-cap stocks that may beat Wall Street's 4Q expectations

General Motors Company

At least 13 analysts have increased their target price on shares of the Chevrolet maker

GM was stronger than rivals: analysts raised targets after strong report

Alcon Inc.

easyJet plc

RELX PLC

UBS has <a href="https://www.cnbc.com/2026/01/27/ubs-eyes-over-50percent-upside-from-these-european-stocks-.html">named</a>&nbsp;five European stocks that investors should watch ahead of the upcoming earnings season. Three of the picks are small- or mid-cap companies, while the other two are large caps. UBS sees upside of more than 50% for all five names.

UBS shares top European picks ahead of earnings season, incl. three small caps

Amaroq Ltd.

GreenRoc Strategic Materials Plc

AnorTech Inc.

Critical Metals Corp.

At the World Economic Forum in Davos on January 21, Donald Trump said the U.S. sought to obtain “right, title and ownership” of Greenland, <a href="https://apnews.com/article/trump-davos-housing-greenland-gaza-a2f3f4c18ba321c8025a3e208fc0ddf6#:~:text=Trump%2520had%2520insisted%2520that%2520he%2520wants%2520to%2520%25E2%2580%259Cget%2520Greenland%252C%2520including%2520right%252C%2520title%2520and%2520ownership%252C%25E2%2580%259D%2520but%2520said%2520he%2520would%2520not%2520use%2520force%2520to%2520do%2520so%2520while%2520deriding%2520European%2520allies%2520and%2520vowing%2520that%2520NATO%2520should%2520not%2520try%2520to%2520block%2520U.S.%2520expansionism.">stressing</a>, however,&nbsp;that he did not intend to act with force. The U.S. president has also canceled a threatened imposition of a 10% tariff on eight European countries that supported Denmark&nbsp;and opposed any expansion of U.S. control over the island (note that Greenland is an autonomous territory within the Kingdom of Denmark). Trump has repeatedly explained his interest in Greenland on grounds of national and international security.

Small-cap miners that may benefit from the White House's interest in Greenland

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