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Category Small Caps Trending

US Energy Corp ( $USEG )

useg

With oil back in focus after U.S.–Israeli strikes on Iran and renewed risk around the Strait of Hormuz, U.S. Energy Corp. (USEG) offers a very different angle from the majors: a small, vertically integrated platform trying to combine legacy oil and gas production with a large industrial gas and carbon management project at Kevin Dome in Montana. This is a deep dive into what USEG really is, how Kevin Dome fits into the 2026 energy landscape, and which catalysts matter from here.

BigBear.ai Holdings Inc ( $BBAI )

Bigbear

BigBear.ai is trying to turn years of work in defense intelligence, mission planning and logistics optimization into a scalable AI platform story, boosted by large capital raises and the acquisition of generative-AI partner Ask Sage. Revenues are meaningful and the cash cushion is large, but the path from contract wins to durable, profitable growth remains complex and execution-dependent.

PDYN Palladyne AI Updated feb 08

pdyns

Palladyne AI announced a new contract with a major U.S. defense prime to deliver a mission-critical propulsion subsystem for an existing U.S. missile system. Management expects the award to generate nearly $1M in revenue, all booked in 2026, with hardware deliveries completed by the end of Q3 2026 according to the BusinessWire press release.

SIDU Sidus Space Inc

sidus

From “space-as-a-service” niche player to SHIELD radar contributor: what changed for Sidus Space after our first deep dive, how the December 2025 capital raise reshaped the runway, and why LizzieSat-4 plus AI/ML payloads make 2026 a crucial execution year.

BNAI Brand Engagement Network Inc

bnai

In mid-January we covered BNAI as a tiny, risky AI play with a handful of real enterprise projects and a fragile balance sheet. Two weeks later the stock has printed a 52-week range from $1.18 to an intraday high above $80, short interest has exploded, and the company rushed out multiple press releases on licensing, warrant exercises, debt conversion and a premium private placement. This note is meant to put everything back into one framework: what BEN actually does, what changed in January, how stretched the valuation looks, and which hard catalysts matter once the trading dust settles.

SKYX Platforms Corp

skyx1

SKYX wants to turn the ceiling into the “brain” of the home: a plug & play outlet that makes lights, fans and smart devices safer and easier to install, plus an AI-native platform built on NVIDIA’s cloud ecosystem. Revenues have climbed to record levels through Q3 2025 and the company has just secured new strategic and institutional funding ahead of big launches at Lowe’s and early smart city deployments.

PDYN Palladyne AI Corp Update Jan 28

pdyn

Today’s move is all about a fresh U.S. Air Force Research Laboratory contract: the headline is “swarming,” but the real keyword is integration—getting drones, ships, ground systems, and now satellites to share ISR and coordinate as one network. Below: what happened, what it could mean, what can still go wrong, and the key numbers double-checked from SEC filings and official releases.

RDW Redwire Corporation

redwire

Redwire is moving from niche space supplier to integrated space-and-defense player just as the Golden Dome and SHIELD architectures turn from political slogan into multi-decade procurement programs. The stock has already rerated on expectations; the question now is whether cash flow, backlog and contract wins will catch up with the narrative.

Space Defence & AI

spacecontrol

When you line up the numbers on artificial intelligence in space operations, autonomous systems and new-generation missile defence, it becomes very clear we are not looking at a “nice theme” to trade for a few quarters. We are watching the birth of a structural, AI-native arms race that stretches easily over the next 20–30 years.

POET Technologies Inc

poet

This article is the natural continuation of the analysis published on January 3, 2026 on Merlintrader. Since then, POET has gone through a very busy few weeks: a strong share price move, intense options activity, fresh buzz around AI photonics, the long shadow of Marvell’s acquisition of Celestial AI, and a stream of unconfirmed rumours in retail communities.

JFBR Jeffs Brands Ltd

jfbr

Jeffs’ Brands Ltd is a tiny Israeli micro-cap originally built around a data-driven Amazon FBA portfolio. That legacy business is still there: roughly $13.7M revenue in FY2024 against a net loss of about $7.8M, with a very small equity value and high operating leverage. The last twelve months have been brutal for long-term holders, with a price trajectory closer to a ski slope than a growth story.