Tempus AI Soars 39.5% on Big EPS Revision; MSTR Jumps 28.9% as Bitcoin Hits $77K

Today's top performers were led by Tempus AI (TEM), which surged 39.5% from $52.10 to $72.69 after analysts raised its forward EPS growth estimate by 16.1 percentage points on August 14. Tenon Medical (TNON) gained 38.8% following a 21.0pp EPS revision, while Strategy (MSTR) advanced 28.9% to $119.25 on Bitcoin's rally to $77,000, which flipped its Bitcoin holdings to a $1.4 billion unrealized profit.

Ticker Sector Detected EPS Revision Gain Since Detection
TEMHealthcare2026-08-14+16.1pp+39.5%
TNONHealthcare2026-08-17+21.0pp+38.8%
MSTRTechnology2026-08-18+5.9pp+28.9%
IDAITechnology2026-08-18+7.5pp+28.5%
SLSHealthcare2026-08-13+1.3pp+25.1%

Why did TEM stock jump in August 2026?

Tempus AI (TEM) jumped 39.5% (from $52.10 to $72.69) after analysts raised its forward EPS growth estimate from 97.3% to 113.5% on August 14.

While no earnings-related news hit the window, the revision—a 16.1 percentage point increase—signals growing confidence in the company's AI-driven healthcare analytics platform. The stock's momentum reflects a broader market appetite for AI-powered precision medicine, with TEM leading the pack in this session.

FAQ: TEM

Why did TEM stock jump in August 2026?

TEM stock jumped 39.5% from $52.10 to $72.69 after analysts raised its forward EPS growth estimate from 97.3% to 113.5% on August 14.

Is TEM a buy after the rally?

The 16.1pp EPS revision suggests strong growth expectations, but the 39.5% run may have priced in much of the improvement; investors should weigh the momentum against valuation.

What is TEM's EPS growth estimate?

TEM's forward EPS growth estimate was raised from 97.3% to 113.5% on August 14.

Why did TNON stock jump in August 2026?

Tenon Medical (TNON) rose 38.8% (from $4.92 to $6.83) after analysts lifted its forward EPS growth estimate from 28.4% to 49.4% on August 17—a massive 21.0 percentage point revision.

The absence of earnings-related news suggests the move was driven purely by the estimate update, which implies stronger profitability ahead for the medical device maker. The revision, caught early by our screener, likely attracted growth-focused investors looking for high-upside small caps.

FAQ: TNON

Why did TNON stock jump in August 2026?

TNON stock jumped 38.8% from $4.92 to $6.83 after analysts raised its forward EPS growth estimate from 28.4% to 49.4% on August 17.

What caused TNON's surge?

The surge was driven by a 21.0 percentage point upward revision in forward EPS growth, signaling improved earnings expectations for the medical device company.

What is TNON's EPS growth estimate?

TNON's forward EPS growth estimate is now 49.4%, up from 28.4% before the revision.

Why did MSTR stock jump in August 2026?

Strategy (MSTR) gained 28.9% (from $92.52 to $119.25) after analysts raised its forward EPS growth estimate to 141.3% on August 18; Bitcoin's surge to $77,000 then compounded the move.

The rally flipped the company's Bitcoin holdings from a $13 billion loss to a $1.4 billion unrealized profit, as 840,447 BTC acquired at $75,385 average now trade above cost. Bitcoin's 23% five-day surge—driven by Treasury bond buybacks and a friendlier crypto regulatory stance—reinforced the EPS revision and pushed MSTR to a two-month high.

FAQ: MSTR

Why did MSTR stock jump in August 2026?

MSTR jumped 28.9% to $119.25 after analysts raised its EPS growth estimate to 141.3% and Bitcoin rallied to $77,000, making its holdings profitable again.

Is MSTR a buy after the rally?

MSTR's rally is tied to Bitcoin's volatility; the EPS revision and $1.4 billion paper profit support bullishness, but the stock remains highly sensitive to BTC price swings.

What caused MSTR's surge?

MSTR surged due to a 5.9pp EPS revision plus Bitcoin's 23% weekly gain, which brought the company's crypto treasury to a $1.4 billion unrealized profit.

Why did IDAI stock jump in August 2026?

T Stamp (IDAI) surged 28.5% (from $2.49 to $3.20) after analysts boosted its forward EPS growth estimate from 104.2% to 111.7% on August 18—a 7.5 percentage point jump.

The revision, paired with no earnings-related news in the window, points to improving expectations for the AI identity verification firm. This is a classic example of our screener catching an estimate upgrade before the market fully priced it in, with the 28.5% gain affirming the signal.

FAQ: IDAI

Why did IDAI stock jump?

IDAI stock jumped 28.5% after analysts raised its EPS growth estimate from 104.2% to 111.7% on August 18.

What is IDAI's EPS growth estimate?

IDAI's forward EPS growth estimate is 111.7%, up from 104.2% before the revision.

What caused IDAI's surge?

The surge was driven by an upward EPS revision of 7.5 percentage points, with no other earnings news in the window.

Why did SLS stock jump in August 2026?

SELLAS Life Sciences (SLS) rose 25.1% (from $12.36 to $15.46) after analysts raised its forward EPS growth estimate from 52.4% to 53.7% on August 13; subsequent oncology news amplified the move.

The Moderna-Merck cancer vaccine success "bodes well" for the sector, per Morningstar, and an Alliance Global analyst raised SLS's price target to $35, citing lead in the CDK9 race. With Phase 2 SLS009 data due in Q4 2026, the EPS revision and sector tailwinds combined to drive a robust rally.

FAQ: SLS

Why did SLS stock jump?

SLS rose 25.1% after analysts raised its EPS growth estimate to 53.7% on August 13, with the Moderna-Merck cancer vaccine success adding sector momentum.

Is SLS a buy after the rally?

Analyst James Molloy sees 200% upside with a $35 price target, and Phase 2 data due in Q4 2026 could be a catalyst, but the biotech sector carries high risk.

What caused SLS's surge?

SLS surged on a 1.3pp EPS revision, positive sector news from Moderna-Merck, and an analyst price target hike to $35.

Today's standout movers—TEM, TNON, and IDAI—prove that upward EPS revisions act as powerful catalysts even without immediate news. MSTR and SLS show how macro and sector catalysts can amplify estimate-driven gains, underscoring a market that rewards earnings optimism and momentum.

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.

Explore today's full screener →