Sezzle Leads EPS Revision Screen with 15.6% Jump; NVAX, RZLT Follow
Sezzle (SEZL) jumped 15.6% to $130.48 after its next-year EPS growth estimate was revised to 27.3% on October 6, reinforced by TD Cowen's bullish note highlighting its 77% YTD gain and upcoming Q3 earnings. Novavax (NVAX) rose 12.8% to $12.66 following a 20-point upward revision to its next-year EPS growth estimate, while Rezolute (RZLT) gained 12.7% to $4.87 after the FDA recommended a pre-BLA meeting for Ersodetug despite a Phase 3 miss. Snap (SNAP) and PROCEPT BioRobotics (PRCT) also posted double-digit and near-double-digit gains, respectively, as estimate revisions and catalysts aligned.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| SEZL | Financial | 2026-10-06 | N/A | +15.6% |
| NVAX | Healthcare | 2026-10-07 | +20.0pp | +12.8% |
| RZLT | Healthcare | 2026-10-06 | +1.7pp | +12.7% |
| SNAP | Communication Services | 2026-10-07 | +12.0pp | +12.4% |
| PRCT | Healthcare | 2026-10-05 | N/A | +9.8% |
Why did SEZL stock jump in October 2026?
SEZL jumped 15.6% (from $112.84 to $130.48) since October 6 after analysts raised its next-year EPS growth estimate to 27.3%.
The fintech stock, which operates in the buy-now-pay-later space, was caught by our EPS revision screener on October 6 and has since rallied as the market priced in stronger earnings prospects. On October 7, TD Cowen issued a Q3 earnings preview noting Sezzle's 77% year-to-date gain, the best among consumer finance peers like SoFi and Affirm, though the firm lowered its price target on the stock. Sezzle also announced on October 8 that it will report Q3 2026 results on November 4 and participate in five investor conferences through December, increasing visibility and investor interest.
SEZL EPS revision history → · Screener snapshot from 2026-10-06 →
FAQ: SEZL
Why did SEZL stock jump in October 2026?
SEZL jumped 15.6% from $112.84 to $130.48 after its next-year EPS growth estimate was revised upward to 27.3% on October 6, 2026, according to our EPS revision screener.
Is SEZL a buy after the rally?
TD Cowen lowered its price target on SEZL in its October 7 Q3 preview, but the stock remains the best-performing consumer finance name in 2026 with a 77% year-to-date gain.
What is SEZL's EPS growth estimate?
SEZL's next-year EPS growth estimate is 27.3%, as of the October 6, 2026 revision detected by our screener.
Why did NVAX stock jump in October 2026?
NVAX jumped 12.8% (from $11.22 to $12.66) since October 7 after analysts revised its next-year EPS growth estimate from 77.3% to 97.3%.
The vaccine maker's estimate was raised by 20 percentage points, one of the largest upward revisions in our screen, signaling a sharp improvement in profit expectations. No company-specific earnings news was found in the window, but the move likely reflects broader sector strength as investors rotated into beaten-down healthcare names ahead of a heavy earnings calendar. The screener triggered on October 7, and the stock gained steadily through October 12 as the revised estimate gained traction.
NVAX EPS revision history → · Screener snapshot from 2026-10-07 →
FAQ: NVAX
Why did NVAX stock jump in October 2026?
NVAX rose 12.8% from $11.22 to $12.66 after its next-year EPS growth estimate was revised upward from 77.3% to 97.3% on October 7, 2026.
What caused NVAX's surge?
The surge was driven by a 20-percentage-point upward revision to its next-year EPS growth estimate, indicating significantly better profit expectations than previously modeled.
What is NVAX's EPS growth estimate?
NVAX's next-year EPS growth estimate is 97.3%, up from 77.3% prior to the October 7, 2026 revision.
Why did RZLT stock jump in October 2026?
RZLT jumped 12.7% (from $4.32 to $4.87) since October 6 after its next-year EPS growth estimate was revised from 25.6% to 27.3%.
The biotech's move was reinforced by an October 5 FDA decision to recommend a Type B pre-BLA meeting for Ersodetug in congenital hyperinsulinism, even though the Phase 3 sunRIZE study missed its primary and key secondary endpoints. The FDA reviewed additional glucose-monitoring data and suggested the pre-BLA meeting as a precursor to a potential Biologics License Application filing. The open-label extension remains ongoing, and continued blood sugar control may support lasting clinical benefit, keeping the regulatory path alive despite the trial miss.
RZLT EPS revision history → · Screener snapshot from 2026-10-06 →
FAQ: RZLT
Why did RZLT stock jump in October 2026?
RZLT gained 12.7% from $4.32 to $4.87 after its next-year EPS growth estimate was raised to 27.3% on October 6, 2026, and the FDA recommended a pre-BLA meeting for Ersodetug on October 5.
What caused RZLT's surge?
The surge followed FDA рекомендация for a pre-BLA meeting for Ersodetug despite a Phase 3 sunRIZE study miss, combined with a 1.7-percentage-point upward revision to its next-year EPS growth estimate.
Is RZLT a buy after the rally?
The FDA's recommendation to request a pre-BLA meeting keeps a potential regulatory filing alive for Ersodetug, but the Phase 3 miss remains a significant risk for investors.
Why did SNAP stock jump in October 2026?
SNAP jumped 12.4% (from $5.81 to $6.53) since October 7 after its next-year EPS growth estimate was revised from 399.7% to 411.7%.
The social media company's massive growth estimate reflects a low base, but the 12-point upward revision caught our screener's attention. On October 6, Blue Duck Capital sent an open letter urging Snap's board to raise external capital for its Specs AR eyewear, arguing a sum-of-the-parts valuation could double the stock to $12–14 and remove $500 million in annual Specs spending from the core business. Snap also announced on October 8 that it will report Q3 2026 results via conference call, setting the stage for further catalysts.
SNAP EPS revision history → · Screener snapshot from 2026-10-07 →
FAQ: SNAP
Why did SNAP stock jump in October 2026?
SNAP rose 12.4% from $5.81 to $6.53 after its next-year EPS growth estimate was revised upward from 399.7% to 411.7% on October 7, 2026, and activist investor Blue Duck Capital pushed for a Specs spin-out.
What is SNAP's EPS growth estimate?
SNAP's next-year EPS growth estimate is 411.7%, up from 399.7% prior to the October 7, 2026 revision, though this reflects growth from a very low base.
Is SNAP a buy after the rally?
Blue Duck Capital believes SNAP could double to $12–14 through a sum-of-the-parts valuation that separates Specs, but the company has not yet committed to raising external capital for the unit.
Why did PRCT stock jump in October 2026?
PRCT jumped 9.8% (from $17.82 to $19.57) since October 5 after analysts maintained a next-year EPS growth estimate of 32.1%.
The surgical robotics company, focused on urology, was detected by our screener on October 5 and has since climbed as investors positioned ahead of its Q3 2026 earnings report on November 4. The stock also benefited from an October 7 Wall Street analyst calls roundup that included sector-wide upgrades and downgrades, drawing attention to healthcare names with strong growth profiles. PRCT's HYDROS Robotic System, the only AI-powered robotic technology delivering Aquablation therapy, remains its primary growth driver as the company expands in the urology market.
PRCT EPS revision history → · Screener snapshot from 2026-10-05 →
FAQ: PRCT
Why did PRCT stock jump in October 2026?
PRCT rose 9.8% from $17.82 to $19.57 after being detected by our EPS revision screener on October 5, 2026, with a next-year EPS growth estimate of 32.1%.
When does PRCT report Q3 2026 earnings?
PROCEPT BioRobotics will report Q3 2026 financial results after market close on November 4, 2026, followed by a conference call at 4:30 p.m. Eastern Time.
What is PRCT's EPS growth estimate?
PRCT's next-year EPS growth estimate is 32.1%, as of the October 5, 2026 detection by our screener.
Today's top performers show that upward EPS estimate revisions remain a powerful catalyst, particularly when paired with regulatory news or activist attention, as seen in RZLT and SNAP. The breadth of gains across fintech, healthcare, and communication services suggests investors are rewarding companies with improving profit outlooks ahead of Q3 earnings season.
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 →