Aeva Technologies, Inc.

Shares of Aeva Technologies, a small manufacturer of lidars that help autonomous vehicles recognize objects around them and their trajectory, soared almost 26% yesterday, December 3. The rally followed the company’s <a href="https://investors.aeva.com/news-releases/news-release-details/aeva-wins-exclusive-global-production-contract-top-european">announcement</a>&nbsp;of a new exclusive contract with a European automaker. Wall Street <a href="https://www.marketwatch.com/investing/stock/aeva/analystestimates?mod=mw_quote_tab">believes</a>&nbsp;Aeva shares could rise more than 70% from here.

Aeva jumps 26% on exclusive deal to supply lidars to European automaker

ABIVAX Societe Anonyme

Shares of European biotech Abivax SA have surged almost 1,400% year to date on the Paris exchange, with its market capitalization now above EUR7.5 billion. Investors are buying the stock, considering the company an attractive takeover target amid successful trials of its experimental drug, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-04/europe-s-biotech-standout-faces-crucial-year-after-1-300-rally">writes</a>. Wall Street remains <a href="https://www.marketwatch.com/investing/stock/abvx/analystestimates?mod=mw_quote_tab">bullish</a>&nbsp;on the name.

French biotech Abivax rides upbeat data, takeover speculation to 1,400% YTD gain

PUMA SE

ANTA Sports Products Limited

Li Ning Company Limited

Shares of Puma, the German manufacturer of sportswear and footwear with a market capitalization of EUR3 billion, have collapsed almost 55% year to date. They are <a href="https://www.bloomberg.com/news/articles/2025-12-02/puma-bid-talk-offers-small-solace-as-stock-heads-for-worst-year?srnd=homepage-europe&amp;sref=Y0jVLcFo&amp;embedded-checkout=true">on track for the worst annual performance</a> in the company’s history, even after a <a href="https://en.oninvest.com/article/puma-shares-soar-as-china-s-anta-sports-reportedly-exploring-takeover-bid">brief rally</a> following reports about a possible sale of the brand. Analysts believe the stock is unlikely to recover in the next 12 months, and possibly never. One reason is that Puma is finding it increasingly difficult to compete with faster-growing peers.

Puma stock is off 55% YTD, on track for worst year ever. Why analysts see no recovery

American Eagle Outfitters, Inc.

Shares of jeans retailer American Eagle Outfitters <a href="https://finance.yahoo.com/quote/AEO/">jumped</a>&nbsp;more than 13% in early trading this morning, December 3, after the company <a href="https://investors.ae.com/press-releases/news-details/2025/AEO-Inc--Reports-Third-Quarter-Fiscal-2025-Results-Exceeding-Expectations-Raises-Fourth-Quarter-Outlook/default.aspx">posted</a>&nbsp;record quarterly revenue. The rally was supported in part by a marketing campaign featuring actress Sydney Sweeney, which U.S. President Trump called “the hottest ad ever.” Against this backdrop, American Eagle has now raised its fiscal-year outlook ahead of the holiday season.

American Eagle shares up 13% after record 3Q revenue, boosted by Sweeney ads

Moura Dubeux Engenharia S.A.

Small-cap stocks in emerging markets continue to lag their large-cap peers. Global equity gains are being driven primarily by major tech companies, while the anticipated lift from the Fed’s rate cuts has yet to filter through to emerging-market small caps – historically, these companies, more sensitive to capital costs, react to falling funding costs with a delay.

Undervalued small caps: Where to make money in emerging markets

BETA Technologies, Inc.

Analysts upbeat in their initiations on 'young Tesla', electric plane maker Beta



Archer Aviation Inc.

Joby Aviation, Inc.

NVIDIA Corporation

Long-term investors should take a closer look at the shares of air taxi developers Joby Aviation and Archer Aviation, Motley Fool analyst George Budwell <a href="https://www.fool.com/investing/2025/11/27/2-unstoppable-growth-stocks-id-buy-now/">says</a>&nbsp;in a recent article titled "2 Unstoppable Growth Stocks I'd Buy Now." Both companies remain unprofitable, and the market they operate in is still in its formative stage and faces a wide range of regulatory and operational challenges. But the potential rewards are enormous: the market for&nbsp;electric vertical takeoff and landing vehicles (eVTOLs)&nbsp;could reach <a href="https://www.cnbc.com/2023/03/01/jpmorgan-has-a-new-favorite-way-to-play-the-evtol-market.html">$1 trillion by 2040</a>, versus <a href="https://www.kingsresearch.com/air-taxi-market-473">$3.5 billion in 2023</a>. Both Joby and Archer have the partners, capital, and technology to lead the sector, Budwell writes. He believes the "potential reward is enormous."<br>

Motley Fool flags potential attractive entry point for growth stocks Joby and Archer

Petco Health and Wellness Company, Inc.

Shares of Petco Health &amp; Wellness, the small-cap retailer of pet products, surged 14.5% yesterday, November 26, after the company <a href="https://ir.petco.com/news-releases/news-release-details/petco-reports-third-quarter-2025-financial-results">posted</a>&nbsp;results that signaled progress in its turnaround and raised its full-year outlook. Wall Street still sees <a href="https://www.marketwatch.com/investing/stock/woof/analystestimates?mod=mw_quote_tab">room for further gains</a>.

Petco rallies 14% on improved profitability in 3Q25 and upgraded guidance

Kohl's Corporation

Shares of U.S. retailer Kohl’s <a href="https://finance.yahoo.com/quote/KSS/">jumped</a>&nbsp;almost 43% yesterday, November 25. Such sharp moves are more typical of "meme rallies," but this time it was driven by "actual good news," as the company’s quarterly results exceeded Wall Street expectations, and the retailer <a href="https://investors.kohls.com/news/news-details/2025/Kohls-Reports-Third-Quarter-Fiscal-2025-Financial-Results/default.aspx#:~:text=%D0%9F%D0%BE%D0%B2%D1%8B%D1%88%D0%B0%D0%B5%D1%82%20%D1%84%D0%B8%D0%BD%D0%B0%D0%BD%D1%81%D0%BE%D0%B2%D1%8B%D0%B9%20%D0%BF%D1%80%D0%BE%D0%B3%D0%BD%D0%BE%D0%B7%20%D0%BD%D0%B0%202025%20%D0%B3%D0%BE%D0%B4">raised</a>&nbsp;its profit guidance for the full-year 2025.

Kohl’s soars 43% in a day thanks to strong earnings, not just meme hype

Lottery.com Inc.

Noble Capital Markets has cut its target price by nearly 23% on small media company SEGG Media, the owner of Sports.com, Concerts.com, and Lottery.com. The business is not scaling as quickly as expected, and investors should factor in the risk of capital dilution. Even after the downward revision, Noble’s target price still implies upside of more than 1,000%.

Noble cuts TP on SEGG Media on delays and execution risks, still sees 1,000+% upside

secunet Security Networks Aktiengesellschaft

Mobilicom Limited

Allot Ltd.

In 2025, cybersecurity remains one of the most dynamic areas of high tech. Insight Partners <a href="https://www.theinsightpartners.com/reports/cyber-security-market#:~:text=The%2520Cybersecurity%2520Market%2520size%2520is%2520projected%2520to%2520reach%2520US%2524%2520228.33%2520billion%2520in%25202024%2520and%2520is%2520projected%2520to%2520reach%2520US%2524%2520552.35%2520billion%2520by%25202031%253B%2520it%2520is%2520expected%2520to%2520register%2520a%2520CAGR%2520of%252013.8%2525%2520during%25202025%25E2%2580%25932031.">estimates</a>&nbsp;that the market for data and network security solutions will almost double between 2024 and 2031 to reach $552.4 billion. Growth in the sector is being driven by increasing cyberattacks, more stringent data-processing requirements, the shift to cloud services, and the rapid adoption of AI.

With cyberattacks and AI crime on the rise, these small caps are poised to benefit

Olema Pharmaceuticals, Inc.

Roche Holding AG

Shares of Olema Pharmaceuticals, a small-cap maker of cancer drugs, <a href="https://finance.yahoo.com/quote/OLMA/">soared</a>&nbsp;almost 200% last week, November 18-24. Investors were <a href="https://www.roche.com/media/releases/med-cor-2025-11-18">reacting</a>&nbsp;to positive news on clinical trials from Swiss pharma giant Roche. Olema is advancing a therapy with a similar mechanism of action, meaning Roche’s success has reduced the perceived risks of investing in Olema, Freedom Broker explains. Against this backdrop, at least two Wall Street analysts have <a href="https://finance.yahoo.com/quote/OLMA/">raised</a>&nbsp;their target price on Olema shares.

Small caps