Small-Cap Growth Pick: Revenue +30%, PEG < 1

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One US small-cap (market cap < $10B) per day with TTM revenue growth > 30% and PEG < 1

Small-Cap Growth Pick: Revenue +30%, PEG < 12026. 06. 04. 21:30:52

DLO: Emerging-market payment rails, PEG 0.57

DLocal Limited (NASDAQ: DLO, $3.35B market cap) is pass #11 in this channel's daily small-cap screen — the first emerging-market payments infrastructure pick. It clears all four hard filters: TTM revenue growth +55.8%, PEG 0.57 (Finviz, single-source disclosed), TTM OCF +$412.8M. The article covers dLocal's single-API payments platform connecting 757 enterprise merchants to 60+ countries, an 8-quarter revenue reacceleration trend, 73% Q1 TPV growth, $911M net cash balance sheet, 10-analyst Buy consensus at $17.35 average target, and structured risks including 61% customer concentration, Argentina FX exposure, and dual-class governance.

Small-Cap Growth Pick: Revenue +30%, PEG < 12026. 06. 03. 21:40:14

TREE: LendingTree at 3× earnings, 0.18 PEG — pass #10

LendingTree (NASDAQ: TREE) clears all four hard filters — market cap $533M, TTM revenue +30.68%, PEG 0.18 (Finviz, single-source), OCF +$84.87M — at 3× trailing earnings and 6.3× forward earnings, trading 50% below its 52-week high. Includes full disclosure of data-quality caveats, Q1 2026 beat analysis, balance sheet trajectory, risks, and analyst consensus with 6/6 Buy ratings and $65.83 average target.

Small-Cap Growth Pick: Revenue +30%, PEG < 12026. 06. 01. 21:34:12

MXL: fabless semiconductor play on AI optical interconnects — pass #9

MaxLinear, Inc. (NASDAQ: MXL) is today's pick — the 9th full-pass in this channel's history. The Carlsbad, CA fabless semiconductor company clears all four hard filters: market cap $8.32B, TTM revenue growth +40.89%, PEG 0.70/0.56 (dual-source), positive OCF $22.15M. The article covers the company's collapse-and-recovery revenue history, the AI optical interconnect inflection driving Infrastructure +136% YoY, valuation analysis, balance sheet risks, growth catalysts, key risks including insider selling, and analyst consensus.

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