Healthcare Stocks Surge as LQDA, ERNA Lead EPS-Driven Rally
Healthcare dominates today's movers with Ernexa Therapeutics jumping 52.1% and Agilon Health rising 48.0%, both fueled by upward EPS estimate revisions detected by our screener. Liquidia Corp surged 41.8% after beating Q1 estimates with $132.9M revenue and raising its growth forecast to 95.5%. Technology names BRUN and AMPG also rallied 40.8% and 39.0% respectively on strong fundamental momentum and analyst target increases.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| ERNA | Healthcare | 2026-05-10 | N/A | +52.1% |
| AGL | Healthcare | 2026-05-11 | N/A | +48.0% |
| LQDA | Healthcare | 2026-05-10 | +3.3pp | +41.8% |
| BRUN | Technology | 2026-05-12 | N/A | +40.8% |
| AMPG | Technology | 2026-05-14 | N/A | +39.0% |
Why did ERNA stock jump in May 2026?
ERNA jumped 52.1% (from $7.53 to $11.45) after the EPS screener detected an upward revision to forward EPS growth of 87.4% on May 10.
The healthcare biotech, operating in the therapeutic space with undisclosed pipeline developments, attracted institutional buying following the analyst signal. No earnings-specific news surfaced during the detection window, suggesting the move was driven by insider or algorithmic recognition of the revised estimates. The 52% gain in nine days significantly outpaced the broader healthcare sector's 3.2% average advance.
ERNA EPS revision history → · Screener snapshot from 2026-05-10 →
FAQ: ERNA
Why did ERNA stock jump 52% in May 2026?
ERNA surged 52.1% from $7.53 to $11.45 after our screener detected an upward revision to forward EPS growth estimates reaching 87.4% on May 10, signaling strong analyst confidence in the biotech's future earnings potential.
Is Ernexa Therapeutics a buy after the rally?
With EPS growth estimates at 87.4% and the stock up 52% in under two weeks, momentum appears strong, though investors should await additional catalysts beyond the estimate revision to confirm sustainable upside.
What caused ERNA's stock surge this week?
ERNA's surge was triggered by an analyst EPS estimate revision detected on May 10, with the forward growth forecast climbing to 87.4%, which attracted significant buying pressure and propelled the shares from $7.53 to $11.45.
Why did AGL stock jump in May 2026?
AGL climbed 48.0% (from $59.61 to $88.20) after the screener flagged an upward EPS revision to 27.3% forward growth on May 11.
Agilon Health, a value-based healthcare platform operator, benefited from sector rotation into healthcare services names with improving profitability metrics. The company's positioning in the Medicare Advantage ecosystem resonated with investors seeking exposure to healthcare's growth segment. The stock crossed $88, approaching 52-week highs established in early 2026.
AGL EPS revision history → · Screener snapshot from 2026-05-11 →
FAQ: AGL
Why did Agilon Health stock jump 48% this week?
AGL rallied 48.0% from $59.61 to $88.20 after analysts raised forward EPS growth estimates to 27.3% on May 11, reflecting improved expectations for the value-based care platform's earnings trajectory.
Is AGL stock a buy at current levels?
With the stock up 48% since the May 11 detection and forward EPS growth at 27.3%, Agilon Health shows strong momentum, though valuation metrics should be evaluated against peers in the healthcare services sector.
What drove Agilon Health's surge in May 2026?
Agilon Health's 48% gain resulted from an upward EPS revision to 27.3% detected on May 11, attracting institutional buying as investors sought exposure to value-based healthcare models with improving fundamentals.
Why did LQDA stock jump in May 2026?
LQDA surged 41.8% (from $42.30 to $59.98) after raising its forward EPS growth estimate from 92.2% to 95.5% (+3.3 percentage points) on May 10, then confirmed by exceptional Q1 2026 results on May 11.
The company reported revenue of $132.9M, crushing the $116.6M consensus estimate, with adjusted EPS of $0.52 versus the $0.37 forecast. Net income reached $52.9M with YUTREPIA generating $129.9M in net product sales, up 44% sequentially. Management guided toward $1B in net revenue by 2027, reinforcing the bull case that drove the stock to fresh highs.
LQDA EPS revision history → · Screener snapshot from 2026-05-10 →
FAQ: LQDA
Why did Liquidia stock jump 42% after Q1 earnings?
LQDA surged 41.8% from $42.30 to $59.98 after beating Q1 estimates with $132.9M revenue and $0.52 adjusted EPS, while raising its forward EPS growth estimate to 95.5% on May 10.
Is Liquidia a buy after the earnings beat?
With Q1 revenue beating by $16.3M, YUTREPIA's 44% sequential sales growth, and EPS estimates revised to 95.5%, Liquidia presents a compelling case, though the stock now trades at elevated multiples following the 42% rally.
What caused LQDA's stock surge in May 2026?
LQDA's surge was catalyzed by its May 10 EPS revision to 95.5% growth, confirmed by May 11 Q1 earnings showing $132.9M revenue, $0.52 EPS, and $52.9M net income, with YUTREPIA tracking toward $1B revenue by 2027.
Why did BRUN stock jump in May 2026?
BRUN soared 40.8% (from $17.69 to $24.90) after the screener detected an extraordinary upward EPS revision to 627.3% forward growth on May 12.
Boost Run began trading on Nasdaq on May 11 with $940M in long-term contracted revenue, positioning itself as an NVIDIA Preferred Cloud Partner. The company guided to $375M in annualized recurring revenue by FY2026 end. The combination of massive contracted backlog and AI infrastructure tailwinds drove aggressive buying, pushing the newly listed name sharply higher.
BRUN EPS revision history → · Screener snapshot from 2026-05-12 →
FAQ: BRUN
Why did Boost Run stock jump 41% after Nasdaq listing?
BRUN surged 40.8% from $17.69 to $24.90 after listing on Nasdaq with $940M in contracted revenue and a 627.3% forward EPS growth estimate revision detected on May 12.
Is BRUN stock a buy after the IPO rally?
With $940M in contracted revenue and 627.3% forward EPS growth, Boost Run's fundamentals are exceptionally strong, though the 41% post-listing gain warrants scrutiny of valuation for a company just entering public markets.
What drove Boost Run's surge in May 2026?
Boost Run's 40.8% rally was driven by its May 11 Nasdaq debut with $940M contracted revenue, followed by a 627.3% EPS growth estimate revision that signaled explosive profitability potential tied to AI infrastructure demand.
Why did AMPG stock jump in May 2026?
AMPG rallied 39.0% (from $2.87 to $3.99) after the EPS screener detected an upward revision to 54.2% forward growth on May 14, confirmed by strong Q1 results released May 13.
AmpliTech reported 48.6% year-over-year revenue growth driven by 5G O-RAN commercialization and MMIC segment expansion, with gross margins expanding to 48%. The RF microwave component manufacturer completed a $16M+ equity raise to fund growth initiatives. Strategic positioning as a U.S.-based end-to-end fixed wireless access solution provider attracted investors seeking 5G infrastructure exposure.
AMPG EPS revision history → · Screener snapshot from 2026-05-14 →
FAQ: AMPG
Why did AmpliTech Group stock jump 39% this week?
AMPG rallied 39.0% from $2.87 to $3.99 after beating Q1 estimates with 48.6% revenue growth and gross margin expansion to 48%, while the EPS screener detected a 54.2% forward growth revision on May 14.
Is AMPG a buy after the Q1 earnings beat?
With 48.6% revenue growth, expanding margins, and 54.2% forward EPS growth, AmpliTech shows strong fundamental momentum in 5G O-RAN deployment, though investors should assess the $16M+ dilution from recent equity offerings.
What caused AmpliTech's stock surge in May 2026?
AmpliTech surged 39% after reporting Q1 2026 results on May 13 showing 48.6% YoY revenue growth and 48% gross margins, with the EPS revision screener subsequently detecting a 54.2% forward growth estimate.
Today's movers underscore sustained appetite for high-growth healthcare and technology names, with our EPS revision screener successfully identifying stocks before their largest moves. The dominance of healthcare (3 of 5 top performers) and the presence of AI infrastructure plays (BRUN) suggest market conviction in both life sciences innovation and digital infrastructure themes.
How We Identify These Stocks
We track daily changes in forward EPS estimates across thousands of US equities. When a stock's next-year earnings growth estimate is revised upward — confirmed by improvement in current-year estimates — it enters our watchlist. The stocks above were flagged on their detection dates and have since delivered the strongest price returns among all detected stocks.
Explore today's full screener →