With February earnings season in the rear view mirror, analysts are adjusting their outlooks for the rest of 2026.
Three ASX small-cap stocks just received updated guidance from the team at Bell Potter.
Here is what the broker is tipping for these ASX small-cap companies.
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Titomic Ltd (ASX: TTT)
Titomic provides metal manufacturing as a service, offering end-to-end production, repair, and materials engineering through its proprietary Titomic Kinetic Fusion cold spray technology.
In a report out of Bell Potter yesterday, the broker said the recent financial results reflect expansion & qualification work.
The broker also is optimistic about the year ahead.
TTT provides leverage to the emerging application of its cold spray technology in Additive Manufacturing (AM) for defence, aerospace and natural resources markets. US defence spending as a percentage of GDP is growing off a cyclical low and is largely being driven by modernisation of its defence industrial base. TTT's TKF technology has several advantages over traditional casting and forging manufacturing process including shorter lead-times and production cycles and improved material properties.
The broker has a speculative buy recommendation on this stock offering an entry into the defence sector.
Its price target of $0.50 indicates 117.4% upside from yesterday's closing price.
6K Additive Inc (ASX: 6KA)
6KA is a US-based manufacturer, upcycling metal scrap into premium metal powders and alloying additives.
The ASX small-cap stock is tipped to grow considerably this year according to guidance from Bell Potter.
The broker has a speculative buy recommendation and $1.45 price target on the company.
That indicates 73.7% upside.
In a report out of the broker yesterday, it said it is primed for US expansion.
6KA has a competitive advantage in the production of high-value metal powders for the fast-growing global Additive Manufacturing sector. The company's UniMelt® systems are energy efficient, high yield and accept recycled metal feedstock. 6KA is supporting US-based reshoring of critical metal supply.
Infotrust Ltd (ASX: ITS)
Infotrust is a leading provider of cyber security solutions and secure managed technology services to both small and medium businesses and enterprise customers in Australia.
In a recent report, Bell Potter said the 1HFY26 result was below expectations.
1HFY26 underlying EBITDA (uEBITDA) was down 38% to $0.4m and only reflected the continuing operations of Cyber Security and Secure Managed Technology following the announced sale of the Cloud & Communications business (Nexgen).
The result was therefore incomparable to our forecasts though we had forecast improved underlying results for each of Cyber Security and Secure Managed Technology so the overall result was below our expectations.
Despite this, Bell Potter has maintained a buy recommendation on this ASX small-cap stock.
It lowered its price target to $0.60, which still indicates 36.4% upside from current levels.
