CLF Surges 33.4% After EPS Revision; Steel Sector Leads
Cleveland-Cliffs (CLF) jumped 33.4% after analysts raised its EPS growth estimate from 198.6% to 235.3%, driven by a strong Q3 outlook and Section 232 tariffs. Kiniksa (KNSA) rose 26.0% on raised ARCALYST sales guidance, while AMC gained 21.4% on record Q2 revenue. The EPS revision screener caught these moves early across steel, biotech, and cinema sectors.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| CLF | Basic Materials | 2026-07-20 | +36.7pp | +33.4% |
| KNSA | Healthcare | 2026-07-23 | N/A | +26.0% |
| AMC | Communication Services | 2026-07-21 | +14.2pp | +21.4% |
| BZUN | Consumer Cyclical | 2026-07-24 | +2.2pp | +16.5% |
| GENI | Communication Services | 2026-07-22 | +1.4pp | +14.6% |
Why did CLF stock jump in July 2026?
CLF jumped 33.4% (from $8.98 to $11.98) after analysts raised its forward EPS growth estimate from 198.6% to 235.3% on July 20.
The steelmaker benefited from a favorable price-cost mix, Section 232 tariffs, and a Q3 EBITDA guidance of $575 million, more than double Q2. Automotive demand recovery and cost reductions further supported the revision.
CLF EPS revision history → · Screener snapshot from 2026-07-20 →
FAQ: CLF
Why did CLF stock jump in July 2026?
CLF rose 33.4% after analysts revised its forward EPS growth estimate from 198.6% to 235.3% on July 20, supported by a strong Q3 outlook and favorable steel trade policies.
Is CLF a buy after the rally?
With a forward EPS growth estimate of 235.3% and Q3 EBITDA guidance of $575 million, CLF remains attractive, but investors should monitor steel price trends and tariff developments.
What is CLF's EPS growth estimate?
As of July 20, analysts expect CLF's EPS to grow 235.3% in the next fiscal year, up from a previous estimate of 198.6%.
Why did KNSA stock jump in July 2026?
KNSA jumped 26.0% (from $63.05 to $79.44) after analysts raised its forward EPS growth estimate to 39.7% on July 23.
The company reported Q2 ARCALYST revenue of $243.6 million, up 55% YoY, and raised full-year guidance to $980-$995 million. Pipeline progress with KPL-387 Phase 3 launch added momentum.
KNSA EPS revision history → · Screener snapshot from 2026-07-23 →
FAQ: KNSA
Why did KNSA stock jump?
KNSA gained 26.0% after analysts raised its forward EPS growth estimate to 39.7% on July 23, driven by a strong Q2 ARCALYST revenue beat and raised full-year guidance.
What caused KNSA's surge?
The surge was fueled by Q2 ARCALYST sales of $243.6 million, up 55% YoY, and a guidance increase to $980-$995 million, plus positive Phase 2 data for KPL-387.
Is KNSA a buy after the rally?
KNSA's raised guidance and expanding pipeline support further upside, but the stock now trades at a higher valuation; consider its commercial momentum and clinical catalysts.
Why did AMC stock jump in July 2026?
AMC jumped 21.4% (from $2.20 to $2.67) after analysts raised its forward EPS growth estimate from 42.0% to 56.2% on July 21.
The theater chain posted record Q2 revenue of $1.6 billion and record adjusted EBITDA of $321.4 million, with domestic ticket revenue outpacing industry growth. Market share gains and debt reduction reinforced the positive outlook.
AMC EPS revision history → · Screener snapshot from 2026-07-21 →
FAQ: AMC
Why did AMC stock jump?
AMC rose 21.4% after analysts raised its forward EPS growth estimate from 42.0% to 56.2% on July 21, following record Q2 revenue of $1.6 billion.
What caused AMC's surge?
Record adjusted EBITDA of $321.4 million, strong box office releases, and improved market share drove the upgrade, with management touting the best quarter in 106 years.
Is AMC a buy after the rally?
AMC's operational turnaround is real, but dilution risk and meme stock volatility remain concerns; the EPS revision signals improving fundamentals.
Why did BZUN stock jump in July 2026?
BZUN jumped 16.5% (from $2.48 to $2.89) after analysts raised its forward EPS growth estimate from 58.1% to 60.4% on July 24.
The e-commerce services company saw a modest revision with no major news, suggesting the move was driven by sector momentum and anticipation of improving consumer spending in China.
BZUN EPS revision history → · Screener snapshot from 2026-07-24 →
FAQ: BZUN
Why did BZUN stock jump?
BZUN gained 16.5% after analysts raised its forward EPS growth estimate from 58.1% to 60.4% on July 24, with no major news, indicating sector momentum.
What is BZUN's EPS growth estimate?
As of July 24, BZUN's forward EPS growth estimate stands at 60.4%, reflecting expectations of improved profitability in China's e-commerce services market.
Is BZUN a buy after the rally?
The modest revision and lack of news suggest caution; however, the 60.4% EPS growth projection indicates potential if consumer demand rebounds.
Why did GENI stock jump in July 2026?
GENI jumped 14.6% (from $6.37 to $7.30) after analysts raised its forward EPS growth estimate from 1069.9% to 1071.2% on July 22.
The sports data and technology provider expects to report Q2 results on August 6. The high EPS growth reflects a low base and strong demand for official data, with upcoming earnings likely to provide further clarity.
GENI EPS revision history → · Screener snapshot from 2026-07-22 →
FAQ: GENI
Why did GENI stock jump?
GENI rose 14.6% after analysts raised its forward EPS growth estimate from 1069.9% to 1071.2% on July 22, ahead of its Q2 earnings report on August 6.
What is GENI's EPS growth estimate?
GENI's forward EPS growth estimate is 1071.2%, reflecting a low base and rapid scaling of its sports data and betting technology business.
What caused GENI's surge?
The surge was driven by the EPS revision and anticipation of strong Q2 results; Genius Sports is a key partner for major leagues and sportsbooks.
Today's top performers highlight the power of early EPS revision detection across diverse sectors. Steel and cinema stocks benefited from strong operating results and favorable macro trends, while biotech gained on commercial execution.
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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