Zacks Small Cap Research
Welcome back to Zacks second annual Best Ideas Review, where we share our top picks for 2026. Senior Analyst John Vandermosten explores some of our analysts’ best ideas for the year below. Themes behind our recommendations recognize the value of gold, natural resources, and assets that maintain their value even during periods of high inflation.
Other ideas reflect the increasing demand for energy and the rise of AI, cryptocurrency, and electric vehicles. We also have a few life sciences picks that address unmet needs in an increasingly aging global population. Join us as we review each of these companies with links included below for our latest reports. Click on the analyst’s name for an introduction to their best idea.
Ron Wortel: TRX Gold Corporation (TRX)
M. Marin: SBC Medical Group Holdings Inc. (SBC)
Brian Lantier: CBAK Energy Technology (CBAT)
David Bautz, Ph.D.: Tonix Pharmaceuticals (TNXP)
Steven Ralston, CFA: Deep Yellow Ltd (DYLLF)
- December 22, 2025 DYLLF: Flagship Tumas Project Continues to be De-Risked by Pre-Production Work Streams; CEO Transition in Progress; S Bend & Tinkas Prospects add visible potential for future resource growth at Tumas, thereby extending LOM.
- September 9, 2025 DYLLF: Since the FID was deferred in April, pre-construction work has continued so that Tumas will be ready for the rapid execution of full-scale construction. The work includes advancing optimized engineering plans, site preparation, infrastructure (water & power) and other operational readiness.
- May 5, 2025 DYLLF: The Board has opted for a staged development approach at Tumas until uranium prices justify full-scale construction of a greenfield uranium project; meanwhile, an updated DFS was completed last month.
- January 21, 2025 DYLLF: The Final Investment Decision (FID) for Tumas will now be made in March 2025. An upgraded Ore Reserve Estimate on the Tumas Project, which now supports a LOM of 30 years, requires additional work to make a prudent FID.
Michael Kim: High Tide Inc. (HITI)
Tom Kerr: Blue Gold Limited (BGL)
John D. Vandermosten: Radiopharm Theranostics Limited (RADX)
Zacks SCR offers a number of compelling ideas that may be appropriate for your portfolio in 2025. From minerals and mining to energy, retail, and healthcare, we have several small-cap ideas that leverage the most important investment themes of the coming year. View the full list of Zacks SCR’s reports by analyst below.
Zacks SCR Analysts | Zacks SCR Research Reports
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