RCEL surges 26.9% on EPS revision; COTY, RH, BILL, CVI also gain

Five stocks detected by our EPS revision screener posted double-digit gains. AVITA Medical (RCEL) led with a 26.9% surge after its forward EPS growth estimate was raised to 48.4%, coinciding with its Q2 earnings announcement. Coty (COTY) gained 22.5% on a 60% EPS growth estimate and positive Gucci license news, while RH (RH) rose 15.6% with an 86.1% estimate upgrade. Bill Holdings (BILL) and CVR Energy (CVI) also saw strong moves on upward revisions of 26.4% and 5241.2%, respectively.

Ticker Sector Detected EPS Revision Gain Since Detection
RCELHealthcare2026-07-14N/A+26.9%
COTYConsumer Defensive2026-07-09N/A+22.5%
RHConsumer Cyclical2026-07-08N/A+15.6%
BILLTechnology2026-07-08N/A+13.8%
CVIEnergy2026-07-09+4015.8pp+12.3%

Why did RCEL stock jump in July 2026?

RCEL jumped 26.9% (from $4.02 to $5.10) after analysts raised its forward EPS growth estimate to 48.4% on July 14.

The revision was followed by AVITA Medical's announcement of Q2 2026 earnings results on the same day, setting a catalyst for continued investor optimism in the wound care company's growth trajectory. The healthcare sector tailwind and the company's transformative solutions in acute wound care further supported the rally.

FAQ: RCEL

Why did RCEL stock jump in July 2026?

RCEL surged 26.9% after analysts raised its forward EPS growth estimate to 48.4% on July 14, coinciding with the announcement of its Q2 earnings results.

Is RCEL a buy after the rally?

The upward EPS revision and upcoming earnings report support a positive outlook, but investors should monitor the actual Q2 results and the company's growth trajectory in wound care.

What is RCEL's EPS growth estimate?

RCEL's forward EPS growth estimate is 48.4% for next year, revised upward on July 14.

Why did COTY stock jump in July 2026?

COTY jumped 22.5% (from $2.13 to $2.61) after analysts raised its forward EPS growth estimate to 60.0% on July 9.

The revision was reinforced by news that Coty would receive ~$400 million for early redemption of the Gucci license, which analysts viewed as a favorable outcome that could be redeployed for debt reduction and brand investment. The consumer defensive sector benefited from reduced uncertainty around the license expiration.

FAQ: COTY

Why did COTY stock jump in July 2026?

COTY rose 22.5% after analysts raised its EPS growth estimate to 60.0% on July 9, with the positive Gucci license exit providing a catalyst.

What caused COTY's surge?

The surge was driven by an upward EPS revision and news of a $400 million cash payment from the early termination of the Gucci beauty license, which analysts viewed positively.

Is COTY a buy after the rally?

The EPS revision suggests improving profitability, but the loss of the Gucci franchise remains a long-term headwind; the upfront cash provides a buffer.

Why did RH stock jump in July 2026?

RH jumped 15.6% (from $162.59 to $187.88) after analysts raised its forward EPS growth estimate to 86.1% on July 8.

The upgrade from Goldman Sachs (Neutral from Sell) cited potential sales and margin improvement in 2027, providing an additional catalyst for the home furnishings company, which had been under pressure from earnings volatility and discounting risks. Consumer cyclical sentiment improved as well.

FAQ: RH

Why did RH stock jump in July 2026?

RH gained 15.6% after analysts raised its forward EPS growth estimate to 86.1% on July 8, reinforced by a Goldman Sachs upgrade citing potential improvement in 2027.

What caused RH's surge?

The upward EPS revision and the analyst upgrade from Sell to Neutral, along with the raised price target, drove the rally.

What is RH's EPS growth estimate?

RH's forward EPS growth estimate is 86.1% for next year, revised upward on July 8.

Why did BILL stock jump in July 2026?

BILL jumped 13.8% (from $39.30 to $44.71) after analysts raised its forward EPS growth estimate to 26.4% on July 8.

The upward revision in the technology sector reflects growing confidence in Bill Holdings' ability to sustain profitability improvements, even in the absence of company-specific news. The stock's gain aligns with broader strength in fintech and SaaS names during the period.

FAQ: BILL

Why did BILL stock jump in July 2026?

BILL rose 13.8% after analysts raised its forward EPS growth estimate to 26.4% on July 8, driven by improving profitability expectations in the technology sector.

Is BILL a buy after the rally?

The EPS revision indicates confidence in earnings growth, but the lack of direct news catalyst suggests the move may be sector-driven; fundamentals should be monitored.

What is BILL's EPS growth estimate?

BILL's forward EPS growth estimate is 26.4% for next year, revised upward on July 8.

Why did CVI stock jump in July 2026?

CVI jumped 12.3% (from $31.28 to $35.13) after analysts boosted its forward EPS growth estimate by over 4000 percentage points to 5241.2% on July 9.

The massive upward revision reflects anticipated improvements in refining margins and nitrogen fertilizer profitability. The subsequent announcement of Q2 earnings results for July 29 provided a near-term catalyst for investor attention in the energy sector.

FAQ: CVI

Why did CVI stock jump in July 2026?

CVI surged 12.3% after analysts raised its forward EPS growth estimate from 1225.4% to 5241.2% on July 9, with the upcoming Q2 earnings report acting as a catalyst.

What is CVI's EPS growth estimate?

CVI's forward EPS growth estimate is 5241.2% for next year, revised up from 1225.4% on July 9.

What caused CVI's surge?

The surge was driven by a massive upward EPS revision alongside the announcement of Q2 earnings results scheduled for July 29, boosting investor sentiment in the energy sector.

The broad gains across healthcare, consumer, technology, and energy sectors suggest a market rewarding companies with improving earnings outlooks, as investors rotate into names with upward estimate revisions 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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