EPS Revision Leaders: COTY, RH, BILL, MBUU, SFIX Surge 11-17% in Week
Stocks with upward EPS revisions outperformed this week. COTY jumped 16.9% after Gucci license resolution, RH gained 16.4% on upgrade, and BILL rose 13.6% in a tech rally. MBUU and SFIX also rallied on strong revision momentum.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| COTY | Consumer Defensive | 2026-07-09 | N/A | +16.9% |
| RH | Consumer Cyclical | 2026-07-08 | N/A | +16.4% |
| BILL | Technology | 2026-07-08 | N/A | +13.6% |
| MBUU | Consumer Cyclical | 2026-07-07 | +2.9pp | +12.8% |
| SFIX | Consumer Cyclical | 2026-07-09 | +16.2pp | +11.9% |
Why did COTY stock jump in July 2026?
COTY jumped 16.9% (from $2.13 to $2.49) after analysts raised its forward EPS growth estimate to 60.0% on July 9.
The surge was reinforced by the early termination of Gucci's beauty license, which removed uncertainty and brought a $400 million cash payment. Analysts at Jefferies and Barclays viewed the deal positively, noting proceeds could be used for debt reduction and brand investment. The consumer defensive sector's stability further supported the move.
COTY EPS revision history → · Screener snapshot from 2026-07-09 →
FAQ: COTY
Why did COTY stock jump in July 2026?
COTY rose 16.9% after an upward EPS revision to 60.0% growth next year, combined with the early termination of the Gucci license providing a $400 million cash payment and removing uncertainty.
Is COTY a buy after the rally?
Analysts at Jefferies view the Gucci resolution as favorable, with cash redeployment potential, but big questions remain about the loss of Gucci's third-largest fragrance franchise.
What caused COTY's surge?
The EPS revision from the screener detected on July 9, plus news that Coty received $400 million for early license termination, were the primary catalysts.
Why did RH stock jump in July 2026?
RH jumped 16.4% (from $162.59 to $189.21) after analysts raised its forward EPS growth estimate to 86.1% on July 8.
The move was amplified by Goldman Sachs' upgrade from Sell to Neutral with a price target increase from $86 to $155, citing potential sales and margin improvement in 2027. Despite ongoing earnings volatility, the revision signaled a turning point for the home furnishings retailer.
RH EPS revision history → · Screener snapshot from 2026-07-08 →
FAQ: RH
Why did RH stock jump in July 2026?
RH rose 16.4% after a detected EPS revision to 86.1% growth next year, followed by a Goldman Sachs upgrade from Sell to Neutral on July 8.
Is RH a buy after the rally?
Goldman Sachs sees cautious upside with a $155 target, but notes risks from membership decline and inventory discounting.
What caused RH's surge?
The upward EPS estimate revision and the analyst upgrade were the key drivers, reinforcing expectations of a 2027 recovery.
Why did BILL stock jump in July 2026?
BILL jumped 13.6% (from $39.30 to $44.66) after analysts raised its forward EPS growth estimate to 26.4% on July 8.
The fintech stock benefited from a broader technology rally, with no company-specific news in the window. The upward revision alone was enough to attract momentum from the EPS revision screener, signaling improved profitability expectations.
BILL EPS revision history → · Screener snapshot from 2026-07-08 →
FAQ: BILL
Why did BILL stock jump in July 2026?
BILL rose 13.6% after an EPS revision to 26.4% next-year growth detected on July 8, supported by a broader tech sector uptrend.
What is BILL's EPS growth estimate?
BILL's current forward EPS growth next year is 26.4%, revised upward around July 8.
What caused BILL's surge without company news?
The EPS estimate revision alone acted as a catalyst, combined with positive sentiment in the technology sector.
Why did MBUU stock jump in July 2026?
MBUU jumped 12.8% (from $25.64 to $28.93) after analysts raised its forward EPS growth estimate from 63.2% to 66.1% on July 7.
The 2.9 percentage point revision reflects improving expectations for the boat maker, which operates in the consumer cyclical space. No specific news was released, but the revision caught the screener's attention and drove a strong rally in a rate-sensitive sector.
MBUU EPS revision history → · Screener snapshot from 2026-07-07 →
FAQ: MBUU
Why did MBUU stock jump in July 2026?
MBUU rose 12.8% after an upward EPS revision from 63.2% to 66.1% next-year growth, detected on July 7.
Is MBUU a buy after the rally?
The EPS revision suggests improving fundamentals, but the consumer cyclical sector's sensitivity to interest rates warrants caution.
What caused MBUU's surge?
The positive EPS estimate revision was the sole catalyst, with no accompanying news, indicating analyst confidence in earnings momentum.
Why did SFIX stock jump in July 2026?
SFIX jumped 11.9% (from $3.52 to $3.94) after analysts raised its forward EPS growth estimate from 59.0% to 75.2% on July 9 — a massive 16.2 percentage point revision.
This large revision signaled a sharp improvement in profitability expectations for the personal styling service. The rally occurred without company-specific news, driven purely by the EPS revision's magnitude.
SFIX EPS revision history → · Screener snapshot from 2026-07-09 →
FAQ: SFIX
Why did SFIX stock jump in July 2026?
SFIX rose 11.9% after a 16.2 percentage point upward EPS revision to 75.2% next-year growth, detected on July 9.
What caused SFIX's surge?
The exceptionally large EPS estimate revision was the primary driver, reflecting a sharp upgrade in earnings expectations.
Is SFIX a buy after the rally?
The 75.2% EPS growth estimate is bullish, but the stock remains low-priced and volatile; investors should monitor execution.
Today's performers highlight that earnings estimate revisions remain a powerful leading indicator, especially when amplified by company-specific catalysts like license resolutions or analyst upgrades. The breadth across consumer and tech sectors suggests improving confidence in forward earnings.
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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