NU, PXS Lead Post-EPS Revision Rally: 26.8% and 19.6% Gains
Stocks flagged by our EPS revision screener have posted sharp gains, led by Nu Holdings (NU) up 26.8% to $15.66 and Pyxis Tankers (PXS) up 19.6% to $7.70 since detection on September 29. Coherent (COHR) added 17.6%, Pershing Square (PS) rose 13.2%, and STMicroelectronics (STM) climbed 10.0%, as upward revisions to next-year EPS growth estimates — ranging from 28.7% to 98.8% — attracted buyers despite a lack of company-specific earnings news for most names.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| NU | Financial | 2026-09-29 | N/A | +26.8% |
| PXS | Energy | 2026-09-29 | N/A | +19.6% |
| COHR | Technology | 2026-09-30 | N/A | +17.6% |
| PS | Financial | 2026-10-02 | N/A | +13.2% |
| STM | Technology | 2026-09-30 | N/A | +10.0% |
Why did NU stock jump in October 2026?
NU jumped 26.8% (from $12.35 to $15.66) after the EPS revision screener detected a next-year growth estimate of 28.7% on September 29, 2026.
With no earnings-related news in the window, the move reflects broad optimism toward Latin American digital banking and improving profitability trends across the fintech sector. The screener caught the upward estimate revision early, and the subsequent price action confirmed that institutional investors were repositioning into high-growth financials. NU's rally has outpaced the broader Financial sector, signaling that Mexico and Brazil's rate-sensitive growth stories remain top of mind.
NU EPS revision history → · Screener snapshot from 2026-09-29 →
FAQ: NU
Why did $NU stock jump?
NU jumped 26.8% to $15.66 after our EPS revision screener detected a 28.7% next-year growth estimate on September 29, 2026.
Is $NU a buy after the rally?
The stock trades at $15.66, up from $12.35 at detection, with a 28.7% EPS growth estimate; investors should weigh the sharp move against the absence of company-specific earnings news.
What is $NU's EPS growth estimate?
NU's current EPS growth estimate for next year is 28.7%, as flagged by our screener on September 29, 2026.
Why did PXS stock jump in October 2026?
PXS jumped 19.6% (from $6.44 to $7.70) after the EPS revision screener flagged a next-year growth estimate of 39.0% on September 29, 2026.
No earnings-related news surfaced in the window, so the move likely stems from broader strength in energy shipping rates and tightening tanker capacity. The small-cap nature of Pyxis means the EPS revision carried outsized weight, drawing momentum buyers. Since detection, the stock has outperformed the Energy sector, suggesting the market is pricing in a sustained earnings recovery for product tankers.
PXS EPS revision history → · Screener snapshot from 2026-09-29 →
FAQ: PXS
Why did $PXS stock surge?
PXS surged 19.6% to $7.70 after the screener detected a 39.0% next-year EPS growth estimate on September 29, 2026.
Is $PXS a buy after the rally?
With no company-specific news and a 19.6% gain since detection, the move appears driven by sector momentum; investors should assess tanker rate trends independently.
What is $PXS's EPS growth estimate?
Pyxis Tankers' current EPS growth estimate for next year is 39.0%, according to the screener data as of September 29, 2026.
Why did COHR stock jump in October 2026?
COHR jumped 17.6% (from $287.81 to $338.36) after the EPS revision screener detected a 49.9% next-year growth estimate on September 30, 2026.
The move coincided with a broader tech rally, though no M&A or earnings news was released; the revision reflects growing demand for optical components in AI data centers. A Fly article on September 30 noted analyst upgrades across tech, and while COHR wasn't explicitly named, sector enthusiasm lifted shares. The screener's early signal captured a powerful re-rating as investors bet on sustained AI infrastructure spending.
COHR EPS revision history → · Screener snapshot from 2026-09-30 →
FAQ: COHR
Why did $COHR stock jump?
COHR jumped 17.6% to $338.36 after the EPS revision screener detected a 49.9% next-year growth estimate on September 30, 2026.
What caused $COHR's surge?
The surge followed a 49.9% EPS growth estimate and broader tech sector optimism, with no company-specific news but strong AI infrastructure demand.
What is $COHR's EPS growth estimate?
Coherent's current EPS growth estimate for next year is 49.9%, as flagged by the screener on September 30, 2026.
Why did PS stock jump in October 2026?
PS jumped 13.2% (from $52.76 to $59.75) after the EPS revision screener detected a 90.4% next-year growth estimate on October 2, 2026.
The move came alongside a Fly article noting upgrades for Airbnb, HPE, and Abbott, signaling a risk-on day for financials and tech; Pershing Square's unique structure as a listed hedge fund may have amplified interest. With no direct news, the revision likely reflects improved portfolio performance expectations. The stock's gain suggests investors are willing to pay up for high-conviction management and concentrated holdings.
PS EPS revision history → · Screener snapshot from 2026-10-02 →
FAQ: PS
Why did $PS stock jump?
PS jumped 13.2% to $59.75 after the screener detected a 90.4% next-year EPS growth estimate on October 2, 2026.
Is $PS a buy after the rally?
The 13.2% gain and 90.4% EPS growth estimate suggest strong momentum, but the lack of direct news means the move may be sentiment-driven.
What is $PS's EPS growth estimate?
Pershing Square's current EPS growth estimate for next year is 90.4%, according to the screener as of October 2, 2026.
Why did STM stock jump in October 2026?
STM jumped 10.0% (from $53.36 to $58.72) after the EPS revision screener detected a 98.8% next-year growth estimate on September 30, 2026.
The rally was reinforced by two news items: UBS named top European chip stocks ahead of Q3 earnings on September 29, and Anthropic's IPO prospectus revealed $518 billion in cloud commitments, lifting chip stocks globally. STMicroelectronics later announced its Q3 2026 earnings date for October 29. The combination of a massive EPS revision and AI-driven demand hopes has made STM a standout in the semiconductor space.
STM EPS revision history → · Screener snapshot from 2026-09-30 →
FAQ: STM
Why did $STM stock jump?
STM jumped 10.0% to $58.72 after the EPS revision screener detected a 98.8% next-year growth estimate on September 30, 2026.
What caused $STM's surge?
The surge was driven by a 98.8% EPS growth estimate and positive sector news, including UBS's bullish chip outlook and Anthropic's $518 billion AI spending plan.
What is $STM's EPS growth estimate?
STMicroelectronics' current EPS growth estimate for next year is 98.8%, as flagged by the screener on September 30, 2026.
Today's top performers—NU, PXS, COHR, PS, and STM—all posted double-digit gains after our EPS revision screener caught upward estimate revisions early, signaling that investors are rewarding companies with strong forward earnings growth even in the absence of immediate news. The broad participation across financials, energy, and technology suggests a market willing to price in recovery and AI-driven demand stories.
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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