Flotek Industries, Inc.

Core Laboratories Inc.

Helix Energy Solutions Group, Inc.

Par Pacific Holdings, Inc.

On January 3, 2026, the US <a href="https://oninvest.com/article/ssa-zahvatili-maduro-posle-udarov-po-venesuele-onlajn">conducted</a> a military operation in Venezuela called "Absolute Resolve," during which the country's president, Nicolas Maduro, was captured. This move by Washington effectively ended months of escalation, accompanied by a naval blockade of Venezuelan oil tankers and accusations of the regime's involvement in drug trafficking.

Flotek, Core Lab, Helix: which small-cap stocks benefited after the overthrow of the Venezuelan government


Cardiff Oncology, Inc.

Shares in Cardiff Oncology could rise more than fourfold from current levels, according to <a href="https://dashboard.channelchek.com/wp-content/uploads/pdf/CRDF_20260105_27958.pdf">Noble Capital Markets</a>, which has initiated coverage of the biotech. Cardiff is developing a therapy targeting a form of colorectal cancer for which many standard treatments are ineffective.

Noble initiates on Cardiff Oncology with fourfold expected upside

LifeMD, Inc.

Novo Nordisk A/S

The telehealth platform will thus expand its partnership with Novo Nordisk

LifeMD to offer Novo Nordisk's Wegovy in oral form; shares jump

Sirius XM Holdings Inc.

Radio broadcaster Sirius XM Holdings is among the weakest-performing assets in Warren Buffett’s Berkshire Hathaway portfolio over the years, but 2026 could bring better returns for shareholders, according to <a href="https://www.fool.com/investing/2026/01/04/where-will-sirius-xm-holdings-be-in-1-year/">Billy Duberstein, an analyst at the Motley Fool</a>. <a href="https://finance.yahoo.com/quote/SIRI/">Sirius XM stock</a> is trading at a third of its value before the pandemic. Berkshire, however, has not reduced its exposure to the company. On the contrary, it has continued to increase its stake.

Motley Fool flags potential turnaround for Sirius, cites Berkshire's continued faith

In 2025, while U.S. tech megacaps continued to push to new highs, exchange-traded funds focused on small caps – particularly outside of the U.S. – delivered standout returns. According to BofA, global equities outperformed U.S. peers by more than 15 percentage points – the widest gap in 30 years. Much of that outperformance came from ETFs tracking small caps outside of the U.S.

Foreign, cheap, cyclical: Which small-cap ETFs led gains in 2025?


Xperi Inc.

Golden Matrix Group, Inc.

Allot Ltd.

Electromed, Inc.

Millrose Properties, Inc.

Unitil Corporation

MP Materials Corp.

Wall Street <a href="https://oninvest.com/article/eto-vyigrys-barron-s-nazval-drajvery-rosta-small-cap-kompanij-v-2026-godu">expects</a>&nbsp;the macroeconomic backdrop in 2026 to be supportive for small and mid caps, with markets increasingly pricing in a so-called Goldilocks scenario: steady economic growth without overheating, a gradual normalization of inflation, and continued support for the labor market under a neutral-to-soft policy stance from the Fed, according to analysts at Freedom Broker. They prepared for&nbsp;<i>Oninvest</i>&nbsp;a list of eight small- and mid-cap stocks investors should pay attention to in 2026.

Online games, metals, energy: Freedom Broker spotlights eight smid stocks for 2026

Capricor Therapeutics, Inc.

Shares of biotech Capricor Therapeutics have <a href="https://www.marketwatch.com/investing/stock/capr?mod=search_symbol">surged</a>&nbsp;about 530% over the past month after the company reported positive results from a <a href="https://www.capricor.com/investors/news-events/press-releases/detail/331/capricor-therapeutics-announces-positive-topline-results">phase III trial</a>&nbsp;of its experimental therapy, deramiocel, for a rare disease called Duchenne muscular dystrophy. If the drug receives regulatory approval, Capricor shares could rise another 75%, according to Wall Street.

Biotech Capricor soars 530% in last month; Wall Street still sees more upside

The GEO Group, Inc.

Shares of GEO Group, a mid-cap provider of detention and monitoring services for migrants, rose nearly 5% on Monday, December 22, after the company <a href="https://investors.geogroup.com/news-releases/news-release-details/geo-group-awarded-contract-us-immigration-and-customs-1">announced</a>&nbsp;a new contract with U.S. immigration authorities. The rally came despite lingering <a href="https://en.oninvest.com/article/private-prison-stocks-tumble-amid-guidance-cuts-despite-trump-era-boom">investor concerns</a> over the company’s earnings outlook, even as U.S. immigration <a href="https://investors.geogroup.com/news-releases/news-release-details/geo-group-awarded-15-year-contract-us-immigration-and-customs">enforcement</a>&nbsp;picks up under President Donald Trump.

GEO Group shares rise on new contract with ICE

Sidus Space, Inc.

Shares of micro-cap space services provider Sidus Space nearly doubled during the regular session on Monday, December 22, before giving back much of the gain after hours, as investors reacted to two closely timed announcements: the company’s <a href="https://investors.sidusspace.com/news-events/press-releases/detail/267/sidus-space-awarded-contract-under-missile-defense-agencys">inclusion</a>&nbsp;in a U.S. missile-defense program and a <a href="https://investors.sidusspace.com/news-events/press-releases/detail/269/sidus-space-announces-pricing-of-public-offering">discounted share offering</a>.

Sidus Space doubles on inclusion in defense program, then freefalls on stock offering

Clearwater Analytics Holdings, Inc.

A consortium of private equity firms led by Permira and Warburg Pincus has agreed to acquire investment software maker Clearwater Analytics for about $8.4 billion, including debt,&nbsp;according&nbsp;to an <a href="https://www.permira.com/news-and-insights/announcements/clearwater-analytics-to-be-acquired-for-84-billion-by-permira-and-warburg-pincus-supported-by-francisco-partners-and-temasek">official press release</a> from Permira.

Permira and Warburg to buy investment software maker, Morgan Stanley pick Clearwater

Summit Midstream Corporation

Investors may want to look at shares of Summit Midstream Corporation, a small-cap operator of oil and gas transportation and storage infrastructure, Noble Capital Markets argues in an&nbsp;<a href="https://dashboard.channelchek.com/wp-content/uploads/2025/12/SMC_20251218_279471.pdf">initiation report</a>&nbsp;on the company.

Noble first to initiate on Summit Midstream, citing fruits of 'multiyear reset'

Intuitive Machines, Inc.

Shares of Intuitive Machines, a small-cap developer of lunar exploration systems, <a href="https://finance.yahoo.com/quote/LUNR/">jumped</a>&nbsp;nearly 38% on Friday, December 19, reaching their highest level since late February. The move followed the <a href="https://finance.yahoo.com/news/intuitive-machines-lunr-climbs-37-131218563.html">initiation of coverage</a> by KeyBanc Capital Markets, which rated the stock a "buy" and set a target price that still implies 34% upside after Friday's rally.

Small caps