10 Best Small-Cap Value Stocks to Invest In Now

8. Opera Limited (NASDAQ:OPRA)

Forward P/E: 10.16

TTM Revenue Growth Rate: 23.24%

Number of Hedge Fund Holders: 19

Opera Limited develops the Opera and Opera GX browsers and makes money from search queries and advertising. On November 3, it previewed results for the third quarter of $182.8 million in revenue, up 20% and at the high end of its guidance of $181 million to $183 million. Adjusted EBITDA was $43.2 million, a 24% margin, above its guidance of $41 million to $43 million. The company’s advertising revenues increased by 22%, while query revenue grew by 17%. In October, the desktop browser hit 100 million monthly active users. Moreover, back in August, Opera lifted its full-year revenue outlook for 2026 to $734 million to $742 million and $172 million to $175 million in adjusted EBITDA.

At the same time, growth has moderated, from 25% in the second quarter to 20% in the third, and revenue fell just short of the top of its range. Opera has also delayed fourth-quarter guidance until the full results are released on November 17, stating that it wants to remain prudent. It remains to be seen whether its AI browser features would result in another guidance hike. Read whether AI browser growth can lead to another spike here.

7. Alkami Technology, Inc. (NASDAQ:ALKT)

Forward P/E: 12.32

TTM Revenue Growth Rate: 24.04%

Number of Hedge Fund Holders: 22

Alkami Technology, Inc. delivers cloud-based digital banking software to community and regional banks, as well as credit unions. The company’s third-quarter revenues increased 19% to $134.9 million, exceeding the high end of projections, while subscription revenue, accounting for 96% of total revenue, increased 20%. Annual recurring revenue increased 19% to $533 million, and adjusted EBITDA was $26.3 million, a 19.5% margin and more than 530 basis points more than a year ago. The platform now has 323 operational clients and 24.4 million registered users, up 13%. Alkami revised its full-year revenue forecast to $530.5 million to $532.0 million and adjusted EBITDA to $98 million to $99 million. In addition, the company now has a $56 million ARR backlog across 31 new clients.

That said, certain details are less flattering. Revenue per registered user grew just 5% to $21.88, gross margin fell to 63.1% due to a heavier mix of third-party products, and management claimed the quarter benefited from an easier prior-year comparison. At the same time, fourth-quarter guidance implies growth slowing to about 16% to 17%. Those pressures make execution increasingly important. See whether Alkami can turn its community banking niche into a bigger growths story here.

6. Coursera, Inc. (NYSE:COUR)

Forward P/E: 6.91

TTM Revenue Growth Rate: 44.35%

Number of Hedge Fund Holders: 27

Coursera, Inc., operates an online learning platform and has owned Udemy since May 11. The company’s revenue increased 94% to $376.7 million in the third quarter, however this was due to the consolidation of Udemy. Gross margin came in at 64%, with adjusted EBITDA of $61.5 million or a 16.3% margin. Management expects to achieve its $115 million annual net synergy target within eight months of completion, rather than the initial 24 months. It also unveiled Project Helix, an AI-native skills platform set to launch for enterprise customers in the first half of 2027.

The underlying picture is weak, as shares plunged nearly 19% following the report. Core subscription growth was more than offset by pressure on individual certificate subscriptions and Udemy’s transactional products, resulting in a $25.6 million GAAP net loss. The fourth-quarter revenue projection of $358 million to $366 million is lower than the third quarter, indicating flat enterprise growth and ongoing consumer decline. Moreover, earlier this year, management predicted a 2% to 4% fall in revenue in 2026. That leaves the profitability as the central test: Coursera’s lower sales multiple may look attractive next to competitor Duolingo’s, but the discount only matters if it can turn its enlarged revenue base into sustainable earnings, a trade-off explored in Insider Monkey’s comparison of Coursera and Duolingo.

5. Gold.com Inc. (NYSE:GOLD)

Forward P/E: 8.75

TTM Revenue Growth Rate: 132.39%

Number of Hedge Fund Holders: 27

Gold.com Inc. (formerly A-Mark Precious Metals) is a precious metals platform that engages in wholesale trading, minting, direct-to-consumer brands and secured lending. Revenue in fiscal 2027’s first quarter declined 11% to $3.27 billion, but the headline drop was driven by a $1.37 billion reduction in forward sales. Excluding this change, revenue jumped 51%, owing to higher gold and silver prices, increased ounces sold, and the acquisitions of Monex and Sunshine Minting.

The company’s gross profit increased 23% to $89.6 million, with a gross margin of 2.74%, up from 1.98% the previous year. Gold.com also rebounded to a GAAP profit of $1.6 million, or $0.05 per diluted share, after losing $0.9 million in the previous year’s quarter.

Sequential performance was less promising. Net income decreased 87% from the June quarter’s $12.2 million, while revenue fell from around $5.0 billion. Although the higher year-over-year gross profit is favorable, the modest bottom-line profit shows that a larger platform doesn’t necessarily result in higher earnings. That disparity between acquisition-led expansion and uneven profit conversion was central to Insider Monkey’s assessment of the fractures in Gold.com’s gold rush.