We told you first: these AI-picked small-cap stocks are up +49% and +28% MTD

Investing.com — Q3 earnings are still producing some of November’s biggest stock moves well beyond the megacap names. The sharpest post-earnings breakouts are happening within small-cap and mid-cap companies, where strong business fundamentals are driving massive re-ratings.

In the last week alone, several under-the-radar plays have delivered standout post-earnings jumps, including Axcelis Technologies Inc (NASDAQGS:ACLS) and Bob’s Discount Furniture (NYSE:BOBS), both gaining +15.9%. Huge breakouts from Ardent Health (NYSE:ARDT) and Consensus Cloud Solutions (NASDAQGS:CCSI) have also extended massive multi-month rallies over +100% since they were first picked.

Here are just a few of the standout rallies that have followed recent earnings beats:

• Ardent Health (NYSE:ARDT): +49.04% in Nov alone (+103.98% since picked) — Powered past forecasts with a +34.8% EPS surprise ($0.31 vs. $0.23 expected) on $1.62 billion in revenue. Robust cost discipline from its IMPACT program—highlighted by a 45% plunge in contract labor costs—and a 2.9% rise in adjusted admissions fueled an upward revision to full-year adjusted EBITDA guidance.
• Bob’s Discount Furniture (NYSE:BOBS): +28.18% in Nov alone — Met bottom-line targets with $0.28 EPS while delivering a 10.3% YoY revenue jump to $680.4 million. Momentum was propelled by a 28% surge in e-commerce sales, an accelerated 3.8% comp-store sales gain, and a record 11 new store openings expanding its footprint.
• Kyndryl Holdings (NYSE:KD): +24.87% in Nov alone (+40.06% since picked) — Topped estimates with a 10.5% EPS beat ($0.42 vs. $0.38 expected) on $3.65 billion in revenue. Margin expansion took center stage as adjusted EBITDA rose to $699 million (up 190 bps to 19.1%), backed by 34% first-half signings growth and surging enterprise AI and hyperscaler demand.
• CONMED (NYSE:CNMD): +15.62% in Nov alone — Outperformed expectations with an adjusted EPS beat ($1.04 vs. $1.00 expected) on $335.6 million in revenue. Solid operational execution and 6.7% organic revenue growth (excluding GI divestitures) enabled management to raise the midpoint of its full-year adjusted EPS guidance.
• LivaNova PLC (NASDAQGS:LIVN): +15.41% in Nov alone — Cruised past targets with a 16.0% EPS beat ($1.23 vs. $1.06 expected) and $393.1 million in revenue (up 9.9% YoY). Strong double-digit growth across both Cardiopulmonary and Neuromodulation (epilepsy) franchises prompted an across-the-board hike in full-year sales and earnings guidance.
• Consensus Cloud Solutions (NASDAQGS:CCSI): +15.29% in Nov alone (+101.54% since picked) — Surpassed forecasts with adjusted EPS of $1.50 (vs. $1.41 expected) on $91.0 million in revenue. Expansion was anchored by 9.1% growth in the high-margin corporate cloud segment, an impressive 52.3% adjusted EBITDA margin, and an upward boost to full-year adjusted EPS guidance.

Among many more!

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What our models identified before the rallies

By applying investor-grade financial research and machine-learning models to more than 60,000 stocks worldwide, ProPicks AI finds the companies where fundamentals and growth outlook point to outsized moves before the broader market catches on.

Ardent Health (NYSE:ARDT) was selected by our machine learning engine in December 2025 as a contrarian value-and-recovery setup, identifying a compelling risk-reward profile backed by operational leverage and underlying demand—fueling a +49.04% surge in November alone.

Here is what the data showed:

• Deeply Discounted Valuation: Shares traded at a steep discount of just $8.79 (7.4x P/E, 6.9x EV/EBITDA) with a supportive 5.7% free cash flow yield, creating substantial upside optionality.
• Strong Top-Line Demand: Q3 2025 revenue reached $1.58 billion (up 8.8% YoY) with admissions climbing 5.8%, underpinned by geographic markets growing two to three times faster than the national average.
• Visible Operating Leverage: Adjusted EBITDA surged 46% YoY to $143 million, driving a 240-basis-point margin expansion to 9.1% and signaling that top-line gains were converting directly into profitability.
• Guidance Reset & Operational Optionality: A lowered 2025 earnings hurdle was met with aggressive efficiency programs targeting over $40 million in annual run-rate benefits across labor, supply chain, and revenue cycles.

Bob’s Discount Furniture (NYSE:BOBS) was flagged by our ML engine for its strong stock momentum, rapid growth, and a recent price pullback that created a clear buying opportunity—delivering a ~50% gain over the past six months and extending gains by +28.18% in November alone.

Here is what the data showed:

• Massive Analyst Upside: UBS and RBC both reiterated Buy-equivalent ratings with price targets of $22 to $24, representing roughly 35-55% upside from recent trading levels.
• Robust Revenue & E-Commerce Growth: Revenue grew ~9% year-over-year to over $619 million last quarter, fueled by a ~25% surge in e-commerce which now accounts for ~17% of total sales.
• Aggressive Footprint Expansion: The company is aggressively scaling its physical presence, on track to open ~20 new stores this year with a bold long-term path to reach 500+ locations by 2035.
• Reaffirmed Guidance: Management reaffirmed full-year revenue guidance of ~$2.6 billion, signaling that near-term cost pressures are temporary and cementing the recent dip as an ideal entry point.

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, posting a +165.27% return since launching in November 2023. That is an incredible +87.71% 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.

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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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