Some small‑cap names under $10 in fast‑moving markets are drawing attention from Wall Street thanks to their growth plans and strong sector trends. Analysts believe these stocks can deliver over 90% upside if their growth plans play out. Evolv Technologies (EVLV), TMC (TMC), and AirJoule (AIRJ) are the three stocks analysts say could have considerable room to run.

1. Evolv Technologies

Evolv is a security tech company that develops AI systems to screen people quickly. Its strong revenue growth and higher guidance show rising adoption of its screening platform and steady execution. Also, growing RPO and high net retention make the business more predictable as the installed base scales. Adoption of both Express and eXpedite also signals a broader platform strategy.

On TipRanks, analysts have a Strong Buy consensus rating on EVLV stock based on four Buys assigned in the past three months. Further, the average Evolv stock price target of $10.31 per share implies 96.80% upside potential.

2. TMC