CSAI Soars 80.7% as EPS Revisions Fuel Rally; AAOI Up 43.8%
Cloudastructure (CSAI) surged 80.7% from $3.94 to $7.12 after the screener flagged a 37.5% next-year EPS growth estimate, with no specific news catalyst. Applied Optoelectronics (AAOI) jumped 43.8% to $135.63 following record Q2 revenue and raised guidance, reinforcing a 454.2% EPS growth estimate. PubMatic (PUBM) gained 41.1% to $17.78, while Insmed (INSM) climbed 33.0% to $131.10 on strong BRINSUPRI sales and a raised outlook.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| CSAI | Technology | 2026-08-04 | N/A | +80.7% |
| AAOI | Technology | 2026-07-31 | N/A | +43.8% |
| PUBM | Technology | 2026-07-31 | N/A | +41.1% |
| INSM | Healthcare | 2026-07-31 | N/A | +33.0% |
| LUNR | Industrials | 2026-07-31 | +2.5pp | +32.9% |
Why did CSAI stock jump in August 2026?
CSAI jumped 80.7% from $3.94 to $7.12 after a detected EPS revision to 37.5% next-year growth on August 4, 2026.
The price surge outpaced the broader tech sector, suggesting investors are pricing in the improved earnings outlook ahead of any formal guidance. The lack of earnings-related news in the window points to the revision itself as the primary catalyst, likely driven by internal analyst model updates. Momentum traders may be amplifying the move given the small-cap, high-growth profile.
CSAI EPS revision history → · Screener snapshot from 2026-08-04 →
FAQ: CSAI
Why did CSAI stock jump in August 2026?
CSAI jumped 80.7% from $3.94 to $7.12 after the screener detected an EPS revision showing 37.5% next-year growth on August 4, 2026.
Is CSAI a buy after the rally?
The 80.7% rally reflects the new 37.5% EPS growth estimate, but with no news catalyst, investors should verify the sustainability of that estimate before chasing.
What is CSAI's EPS growth estimate?
CSAI's next-year EPS growth estimate is 37.5%, as detected on August 4, 2026.
Why did AAOI stock jump in August 2026?
AAOI climbed 43.8% from $94.32 to $135.63 after an EPS revision to 454.2% next-year growth on July 31, 2026, confirmed by a strong Q2 earnings beat on August 6.
The company reported record revenue of $191.9 million, up 86% year-over-year, with data center revenue jumping 140.4% and 800G revenue growing more than tenfold. Q3 guidance of $255-$290 million in revenue and non-GAAP EPS of $0.11-$0.26 topped expectations, reinforcing the upward estimate revision. Optical sector concerns about China exposure, highlighted by MarketWatch, have not overshadowed the AI-driven demand story.
AAOI EPS revision history → · Screener snapshot from 2026-07-31 →
FAQ: AAOI
Why did AAOI stock jump in August 2026?
AAOI rose 43.8% to $135.63 after its Q2 earnings beat on August 6, with record revenue of $191.9 million and raised Q3 guidance, validating the screener's EPS growth estimate of 454.2%.
Is AAOI a buy after the rally?
Analysts see 454.2% next-year EPS growth, but China-related optical market risks remain a watch item for investors.
What is AAOI's EPS growth estimate?
AAOI's next-year EPS growth estimate is 454.2%, reflecting strong AI-driven demand for its optical products.
Why did PUBM stock jump in August 2026?
PUBM advanced 41.1% to $17.78 after an EPS revision to 47.9% next-year growth on July 31, 2026, supported by Q2 results showing return to double-digit revenue growth of 11%.
The company’s Agentic OS adoption scaled from 30 to over 80 campaigns, and adjusted EBITDA margin expanded to 25% from 20%, improving profitability. Full-year revenue estimates have risen from $288.97 million to $294.16 million over the past 90 days, with EPS estimates improving from -$0.45 to -$0.36. The earnings beat on August 6, with revenue of $68.87 million exceeding consensus, validated the upward revision.
PUBM EPS revision history → · Screener snapshot from 2026-07-31 →
FAQ: PUBM
Why did PUBM stock jump in August 2026?
PUBM gained 41.1% to $17.78 after Q2 earnings on August 6 showed 11% revenue growth and improved margins, reinforcing the EPS revision to 47.9% next-year growth.
Is PUBM a buy after the rally?
With next-year EPS growth projected at 47.9% and strong Agentic OS momentum, PUBM is positioned for further gains, though GAAP profitability remains a concern.
What caused PUBM's surge?
The surge was driven by the earnings estimate revision to 47.9% and Q2 results that beat revenue estimates, with a positive outlook for H2 acceleration.
Why did INSM stock jump in August 2026?
INSM gained 33.0% from $98.60 to $131.10 after an EPS revision to 113.0% next-year growth on July 31, 2026, driven by record BRINSUPRI sales of $309.2 million in Q2, up 49% sequentially.
The company raised 2026 BRINSUPRI guidance to $1.25-$1.4 billion and increased peak sales estimates to over $7 billion, far exceeding expectations. Revenue of $425.5 million beat the $389.7 million consensus, while adjusted EPS of -$0.52 beat the -$0.69 estimate. The strong launch trajectory and raised outlook confirm the EPS growth estimate and suggest continued upward revisions.
INSM EPS revision history → · Screener snapshot from 2026-07-31 →
FAQ: INSM
Why did INSM stock jump in August 2026?
INSM rose 33.0% to $131.10 after Q2 results showed BRINSUPRI revenue of $309.2 million and raised guidance, validating the EPS revision to 113% next-year growth.
Is INSM a buy after the rally?
With peak sales potential now above $7 billion and 113% EPS growth forecast, INSM offers strong upside, though the stock's valuation reflects high expectations.
What caused INSM's surge?
The surge followed BRINSUPRI's faster-than-expected launch, with 49% sequential revenue growth and a raised 2026 guidance, confirming the upward EPS revision.
Why did LUNR stock jump in August 2026?
LUNR climbed 32.9% from $12.34 to $16.40 after its next-year EPS growth estimate was revised from 101.0% to 103.5% on July 31, 2026, with the move amplified by defense contract news.
The company was selected by L3Harris to build 18 spacecraft platforms for missile-tracking under the U.S. Golden Dome initiative, adding to its space infrastructure momentum. Recent acquisitions of Goonhilly and COMSAT expanded its ground station assets, supporting investor optimism. The EPS revision, combined with these defense catalysts, drove the rally ahead of its August 13 earnings report.
LUNR EPS revision history → · Screener snapshot from 2026-07-31 →
FAQ: LUNR
Why did LUNR stock jump in August 2026?
LUNR jumped 32.9% after its EPS growth estimate was revised from 101.0% to 103.5% on July 31, 2026, with the move reinforced by a new defense contract from L3Harris.
Is LUNR a buy after the rally?
Given the upgraded EPS growth estimate and expanding defense backlog, LUNR is attractively positioned, but investors should watch upcoming earnings for confirmation.
What is LUNR's EPS growth estimate?
LUNR's next-year EPS growth estimate is 103.5%, revised up from 101.0% on July 31, 2026.
Today's rally across these stocks underscores how upward EPS revisions, particularly in AI-driven tech and space/defense, are being rapidly confirmed by price action. The pattern suggests investors are aggressively rewarding companies with visible growth catalysts, even amid sector-specific risks.
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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