Dear Reader,

New years bring fresh assumptions, new themes, and renewed attention on areas that were ignored just months earlier. As expectations shift, so does where capital starts to explore next.

With 2026 now underway, our team has been reviewing how leadership may change across smaller public companies as new narratives begin to form. From policy direction to sector-level demand, early groundwork is already being laid.

As part of that work, we’ve identified three small-cap companies that stood out during our early-2026 review process, not because they’re trending, but because they align with the kinds of conditions that often draw attention as a new market chapter begins.

We’ve summarized our findings in a new free 2026 brief , which outlines:

• The themes expected to shape market discussion as 2026 develops
• Why these three companies fit those emerging conditions
• What we watch as the year unfolds and visibility evolves

This report is a snapshot of where our team is currently focused as the market begins transitioning into its next phase.

Access the free brief here:

Click here to view the report
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As new narratives take shape in 2026, preparation often matters more than reaction. This is where our work begins.

Sincerely,

Jax Swift

Editor, Fierce Newsletter

*We encourage readers to perform their own research and due diligence on any information we provide.
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