MarketBeat
22 Jul 2026, 17:51 UTC · 54m ago
Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
MarketBeat
22 Jul 2026, 17:51 UTC · 54m ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Small-cap benchmarks have meaningfully outpaced the S&P 500 over the three months ending July 21, 2026, as investors rotate away from mega-cap concentration risk. — A broad shift in capital from mega-cap tech to small-caps indicates a major change in market regime and risk appetite.
+0.60NWPX Infrastructure reported a 60% earnings surprise in Q1 2026 and raised its full-year free cash flow guidance to $50 million–$56 million. — Significant earnings beats and raised guidance for a specific company provide a strong fundamental bullish signal.
+0.40Willdan Group raised its full-year 2026 forecast due to increased demand for data center siting and load forecasting. — Positive guidance revisions linked to the AI infrastructure buildout suggest sustained demand for energy efficiency services.
+0.30Continue reading
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UFP Technologies experienced Q1 adjusted EPS that lagged revenue gains, though management expects these headwinds to abate in the second half of 2026. — Earnings lag relative to revenue is a negative signal, though the forward-looking recovery slightly offsets the impact.
-0.20Which stocks this story touches
The company reported a massive earnings surprise, significant revenue growth, and raised its free cash flow guidance.
The company raised its full-year forecast due to data center demand and has significant analyst-implied upside potential.
The company has strong long-term market growth forecasts and a favorable sector rotation, despite short-term earnings headwinds.
Mentioned as part of a mega-cap group that investors are rotating away from due to rich valuations.
Mentioned as part of a mega-cap group that investors are rotating away from due to rich valuations.
Mentioned as part of a mega-cap group that investors are rotating away from due to rich valuations.
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