RH Leads EPS Revision Rally with 17% Surge; Onewater and Patterson-UTI Also Jump
Today's top performers were led by RH, which surged 17.0% after a Goldman Sachs upgrade, and Onewater Marine, which gained 16.9% on a sharp EPS estimate revision. Patterson-UTI Energy rose 14.9% on a 30.8 percentage point EPS revision and analyst upgrade, while SharpLink and Shoals also posted double-digit gains on upward estimate changes.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| RH | Consumer Cyclical | 2026-07-08 | N/A | +17.0% |
| ONEW | Consumer Cyclical | 2026-07-06 | +22.0pp | +16.9% |
| PTEN | Energy | 2026-07-06 | +30.8pp | +14.9% |
| SBET | Financial | 2026-07-09 | +123.9pp | +14.3% |
| SHLS | Technology | 2026-07-09 | N/A | +14.1% |
Why did RH stock jump in July 2026?
RH jumped 17.0% (from $162.59 to $190.26) after Goldman Sachs upgraded the stock on July 8, highlighting improved sales and margin outlook for 2027.
The EPS growth estimate for next year stands at 86.1%, reflecting a sharp turnaround from previous earnings misses. The upgrade from Sell to Neutral with a price target of $155 (up from $86) provided a strong catalyst, as the market had priced in significant pessimism. The consumer cyclical sector saw broader upgrades, including Dollar Tree, supporting positive sentiment.
RH EPS revision history → · Screener snapshot from 2026-07-08 →
FAQ: RH
Why did RH stock jump in July 2026?
RH stock jumped 17.0% from $162.59 to $190.26 after Goldman Sachs upgraded it from Sell to Neutral and raised its price target to $155, citing stronger 2027 sales and margin improvement.
Is RH a buy after the rally?
RH now trades at $190.26, above the upgraded price target of $155, suggesting limited upside based on analyst expectations. However, the strong EPS growth estimate of 86.1% indicates potential for further upward revisions.
What is RH's EPS growth estimate?
RH's next-year EPS growth estimate is 86.1%, signaling a significant earnings recovery.
Why did ONEW stock jump in July 2026?
ONEW jumped 16.9% (from $10.50 to $12.27) after analysts raised its forward EPS growth estimate from 88.8% to 110.8% on July 6.
The 22 percentage point revision is substantial and occurred without a specific news catalyst, indicating the screener caught the estimate change early. Onewater Marine operates in the recreational marine industry, which may be benefiting from stronger consumer demand, and the price has steadily risen since detection, confirming market confidence.
ONEW EPS revision history → · Screener snapshot from 2026-07-06 →
FAQ: ONEW
Why did ONEW stock jump?
ONEW stock surged 16.9% after analysts raised its next-year EPS growth estimate by 22 percentage points to 110.8% on July 6.
What caused Onewater Marine's surge?
The surge was driven by a sharp upward revision in forward EPS estimates with no specific news, indicating that the market reacted to improved earnings expectations.
Is ONEW a buy after the rally?
The stock has risen 16.9% since the revision, but the high EPS growth estimate of 110.8% suggests strong earnings momentum; however, consider the volatility of the marine sector.
Why did PTEN stock jump in July 2026?
PTEN jumped 14.9% (from $8.56 to $9.84) after analysts raised its forward EPS growth estimate from 252.6% to 283.4% on July 6.
The revision was reinforced by a Piper Sandler upgrade to Overweight on July 14, which cited improving U.S. land activity and firmer pricing. The energy sector benefited from oil price stabilization around $75, and the company also announced its Q2 earnings call for July 30, maintaining visibility.
PTEN EPS revision history → · Screener snapshot from 2026-07-06 →
FAQ: PTEN
Why did PTEN stock jump in July 2026?
PTEN stock rose 14.9% after its forward EPS growth estimate was raised to 283.4%, followed by a Piper Sandler upgrade citing improving U.S. land drilling activity.
What is Patterson-UTI Energy's EPS growth estimate?
Patterson-UTI's next-year EPS growth estimate is now 283.4%, up from 252.6%, reflecting strong expected earnings recovery.
What caused Patterson-UTI's surge?
The surge was driven by a 30.8 percentage point increase in EPS growth estimates and a subsequent analyst upgrade from Piper Sandler on strengthened U.S. land activity.
Why did SBET stock jump in July 2026?
SBET jumped 14.3% (from $5.32 to $6.08) after analysts raised its forward EPS growth estimate from 106.3% to 230.2% on July 9.
The massive 123.9 percentage point revision suggests a dramatic turnaround, despite a price target cut from Citizens that maintained an Outperform rating with 480% implied upside. The screener detected the estimate increase on July 9, and the stock has since gained, though it remains a high-risk play in the gaming/financial sector.
SBET EPS revision history → · Screener snapshot from 2026-07-09 →
FAQ: SBET
Why did SBET stock jump?
SBET stock jumped 14.3% after its forward EPS growth estimate more than doubled to 230.2% on July 9, signaling a sharp earnings recovery.
Is SBET a buy after the rally?
Despite the rally, Citizens still sees 480% upside from current levels, but the stock is volatile and price targets were cut; caution is advised.
What is SharpLink's EPS growth estimate?
SharpLink's next-year EPS growth estimate is now 230.2%, up from 106.3%, a massive upward revision.
Why did SHLS stock jump in July 2026?
SHLS jumped 14.1% (from $10.08 to $11.50) after analysts raised its forward EPS growth estimate to 26.0% on July 9.
The upward revision came ahead of the company's second-quarter earnings announcement on August 4, suggesting improving fundamentals. Shoals' focus on utility-scale solar and battery storage aligns with growing clean energy investment, and the stock had been under pressure, making the estimate revision a welcome catalyst.
SHLS EPS revision history → · Screener snapshot from 2026-07-09 →
FAQ: SHLS
Why did SHLS stock jump?
SHLS stock gained 14.1% after analysts raised its forward EPS growth estimate to 26.0% on July 9, ahead of its Q2 earnings report.
What is Shoals Technologies Group's EPS growth estimate?
Shoals' next-year EPS growth estimate is 26.0%, indicating positive earnings momentum.
What caused Shoals Technologies' surge?
The surge was driven by an upward EPS estimate revision and anticipation of its August 4 earnings release, coupled with strong fundamentals in solar energy.
Today's performers highlight a broad trend of upward earnings revisions across consumer cyclical and energy sectors, suggesting that investors are rotating into names with improving fundamentals despite macro uncertainty.
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.
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