+101%, +97%: New earnings beats keep these AI-picked small-cap stocks climbing

Investing.com — While Big Tech volatility keeps Wall Street on high alert, earnings season is creating massive opportunities for true stock pickers. Capital is flowing out of mega-caps and into under-the-radar small and mid-cap stocks backed by undeniable fundamentals. The market is shifting its focus back to real results, and the biggest breakouts of November are happening well outside mega-cap tech.

In fact, four out of five of this month’s biggest breakouts are within ProPicks AI’s Small-Cap Sprinters and Mid-Cap Movers strategies.

And for a limited time, Investing.com’s Early Bird Sale is giving up to 55% off access to the same investor-grade research that has kept premium members positioned ahead of these calls all year long.

On Friday alone, Canadian Solar Inc (NASDAQGS:CSIQ) jumped +7.86% extending its month-to-date run to +20.09%,while Ardent Health (NYSE:ARDT) added another +8.81%, taking its November rally to an enormous +43.81%.

But it was an under-the-radar small-cap that provides secure digital cloud faxing, document transformation, and healthcare interoperability software that after posting yet another quarterly earnings beat is now up +15.56% just over a week into the month, extending its gains to a staggering +102.01% since it was first picked in February.

Here are just a few of the other big wins premium members have been positioned ahead of this month: 

• Ardent Health (NYSE:ARDT): +43.81% in Nov alone (+96.81% since picked)
• Canadian Solar Inc (NASDAQGS:CSIQ): +20.09% in Nov alone
• Kyndryl Holdings (NYSE:KD): +17.79% in Nov alone (+32.12% since picked)
• Bobs Discount Furniture (NYSE:BOBS): +17.2% in Nov alone
• CONMED (NYSE:CNMD): +16.28% in Nov alone

Among many more!

But the gains don’t stop with this month. Here are some of the longer-term rallies members are still riding since their stocks were first selected:

• Ardent Health (NYSE:ARDT): +96.81% since picked
• Everforth (NYSE:EFOR): +95.56% since picked
• Delek US Holdings (NYSE:DK): +70.5% since picked
• Amneal Pharmaceuticals (NASDAQGS:AMRX): +56.12% since picked
• Nucor (NYSE:NUE): +54.22% since picked

Still not a member? Then here’s your chance to get the full list NOW:

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So which under-the-radar tech solutions provider has now doubled since it was first picked?

Consensus Cloud Solutions (NASDAQ:CCSI) was flagged by our models as a compelling value opportunity back in Frebrary before a massive rally that has propelled shares over +102% higher since being picked. Recent momentum comes following CCSI’s standout Q3 earnings release, where reported EPS of $1.50 successfully beat Wall Street consensus estimates of $1.44, alongside a revenue beat of $91 million. Backed by a high-impact expansion of its AI-powered healthcare interoperability solutions, strategic public sector contract wins, and massive share buybacks, the stock continues to attract aggressive accumulation.

When our machine learning engine flagged CCSI, it identified a remarkably low valuation, exceptional gross margins, and deep strategic integrations in high-value cloud services.

Here is what the models identified before the rally—and what continues to drive it today:

• Deep Valuation Disconnect and Substantial Upside: When first picked, CCSI boasted a remarkably low P/E ratio of just 5.4. Even after doubling, the stock still presents an asymmetric risk-reward setup, trading at a highly discounted forward P/E of 6.88x with a 0.48 PEG ratio. InvestingPro calculates a new intrinsic Fair Value of $53.43—implying nearly 24% further upside from current levels.
• Massive Earnings Inflection: CCSI just delivered a standout Q3 print, posting EPS of $1.50 against consensus expectations of $1.44. This marks the third consecutive quarter of year-over-year growth across consolidated revenue, adjusted EBITDA, and free cash flow, underscoring strong operational leverage.
• High-Impact AI and Platform Catalysts: Product velocity is translating into an expansive future—CCSI’s push into AI-powered clinical workflow automation via its Harmony Platform and the strategic tuck-in acquisition of dochealth are accelerating its evolution from legacy digital fax into a comprehensive healthcare interoperability powerhouse.
• Expansion of Embedded Enterprise & Government Solutions: CCSI is successfully expanding its corporate footprint, with net revenue retention improving to 103.1% and the corporate customer base reaching roughly 67,000. Furthermore, strategic milestones like the VA ECFax mandate and FedRAMP Class D certification are positioning the company to capture massive new public sector pipelines.
• Robust Cash Generation and Capital Returns: Demonstrating intense financial resilience, CCSI maintains exceptional 80% gross profit margins and generates staggering cash flow, expected to hit $106 million for the full year. Management is aggressively returning this capital to shareholders, actively deploying a $200 million share repurchase authorization.

Consensus Cloud isn’t the only small-cap near triple digit returns. Acute care hospital operator Ardent Health Inc. (NYSE:ARDT) is up +96.81% since it was first picked in December. Last week the company crushed consensus estimates with an EPS of $0.31 (a 34.8% beat) on solid revenues of $1.62 billion. This upside comes as the company executes rigorous cost-discipline measures, recently raising its IMPACT program savings targets to over $70 million for the year. Backed by robust operating cash flow and a healthy balance sheet, Ardent is drawing aggressive accumulation as the market reprices its profitability outlook.

Our machine learning engine selected Ardent Health in December 2025 as a contrarian value-and-recovery setup rather than a pure momentum play, identifying a compelling risk-reward profile backed by operational leverage and underlying demand.

Here is what the model identified before the move:

• Deeply Discounted Valuation: On December 1, 2025, shares traded at just $8.79—representing a 7.4x P/E, 6.9x EV/EBITDA, and a market capitalization of just $1.26 billion. Backed by a supportive 5.7% free cash flow yield, this steep valuation discount (also highlighted by KeyBanc on November 17, 2025) created substantial upside optionality if earnings stabilized and operational improvements took hold.
• Strong Top-Line Demand: In Q3 2025, revenue reached $1.58 billion, up 8.8% year-over-year. Admissions climbed 5.8% while adjusted admissions rose 2.9%, underpinned by hospital facilities operating in geographic markets growing two to three times faster than the national average—providing the essential volume growth required to absorb fixed hospital costs and widen margins over time.
• Visible Operating Leverage: Adjusted EBITDA surged 46% year-over-year to $143 million in Q3 2025, driving an EBITDA margin expansion of 240 basis points to 9.1% and bringing year-to-date adjusted EBITDA growth to 30%. The model flagged this acceleration as clear evidence that top-line gains were beginning to convert directly into bottom-line profitability once transient headwinds abated.
• Guidance Reset & Operational Optionality: A guidance reduction in 2025 adjusted EBITDA to $530M–$555M—driven by payer denials and higher professional fees—dampened broader market sentiment, but it also lowered the forward earnings hurdle. In response, Ardent launched targeted efficiency programs across labor, supply chain, contracting, and the revenue cycle, initially targeting more than $40 million in annual run-rate benefits.

ProPicks AI was built for exactly this — applying investor-grade financial research and machine-learning models to more than 60,000 stocks worldwide to find the companies where fundamentals and growth outlook are pointing to outsized moves before the broader market catches on.

Our AI models provide the same detailed rationale for every stock they select or remove, so members know exactly what the data showed at the time.

Backed by professional-grade financial intelligence, our monthly-updated list of tech picks has absolutely crushed the broader market despite the latest rout, posting a +152.06% return since launching in November 2023. That is an incredible +77.90% outperformance over the benchmark S&P 500.

*These are real-world numbers, recorded since the official launch of our AI models in November 2023.

With ProPicks, subscribers don’t just receive a list of tickers. They gain access to the precise rationale behind every single addition and removal across our strategies, helping investors make informed, data-backed decisions before the broader market reacts.

Do not miss the opportunity to review the full list of November picks and see exactly where the smart money is moving next.

As part of our Early Bird Sale, you can secure an InvestingPro subscription for up to 55% off!

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How the AI Stock Picker Works

At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.

By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.

Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.

To consistently track performance, each strategy utilizes equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance.

The objective is to systematically reposition capital toward the strongest opportunities as market conditions evolve.

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