EAF Jumps 70.2%, HPP 23.2%, SLNH 22.6% as EPS Revisions Pay Off
GrafTech International (EAF) surged 70.2% from $6.95 to $11.83 after its upward EPS revision and a Q3 beat with a pricing inflection call. Hudson Pacific Properties (HPP) gained 23.2% to $11.11 on a 30.5% next-year EPS growth estimate, while Soluna Holdings (SLNH) rose 22.6% to $0.65 on a 33.3% growth estimate and a new Applied Digital joint venture.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| EAF | Industrials | 2026-10-20 | N/A | +70.2% |
| HPP | Real Estate | 2026-10-19 | N/A | +23.2% |
| SLNH | Financial | 2026-10-22 | N/A | +22.6% |
| GMAB | Healthcare | 2026-10-19 | +2.4pp | +16.0% |
| ESTA | Healthcare | 2026-10-19 | N/A | +14.9% |
Why did EAF stock jump in October 2026?
EAF jumped 70.2% (from $6.95 to $11.83) after the EPS screener flagged a 35.0% next-year growth estimate on October 20, ahead of the October 23 Q3 report.
GrafTech delivered an adjusted loss of $1.21 per share, 17.1% better than the -$1.46 consensus, on revenue of $140.16 million that beat by 10.7%. Management guided to a mid-single-digit sequential realized price increase in Q4 and reaffirmed 2027 pricing growth, while closing the high-cost Monterrey plant. Adjusted EBITDA turned positive at $9 million, up sequentially from -$22 million in Q4 2025, confirming the operational turnaround the revision anticipated.
EAF EPS revision history → · Screener snapshot from 2026-10-20 →
FAQ: EAF
Why did EAF stock jump 70.2% in October 2026?
GrafTech rose from $6.95 to $11.83 after a 35.0% next-year EPS growth revision was detected on October 20 and Q3 results on October 23 beat revenue estimates by 10.7%. Management guided to higher realized pricing in Q4 and 2027.
Is EAF a buy after its 70% rally?
EAF reached $11.83 with $9 million of adjusted EBITDA still below its interest burden, though sequential EBITDA improved from -$22 million in Q4 2025. The pricing inflection guide and Monterrey closure are the key swing factors for 2027.
What is EAF's EPS growth estimate?
The screener showed a 35.0% next-year EPS growth estimate on October 20, 2026. Q3 adjusted EPS of -$1.21 beat the -$1.46 consensus by 17.1%.
Why did HPP stock jump in October 2026?
HPP jumped 23.2% (from $9.02 to $11.11) after the EPS screener detected a 30.5% next-year growth estimate on October 19, 2026.
No company-specific earnings news hit the tape during the window, so the move reflects the market repricing the revision alongside broader real estate sector stabilization. Hudson Pacific operates office and studio properties, where improving leasing trends and rate expectations have lifted beaten-down REITs. The revision signaled analysts were beginning to model a meaningful earnings recovery even before management updated guidance.
HPP EPS revision history → · Screener snapshot from 2026-10-19 →
FAQ: HPP
Why did HPP stock jump 23.2% in October 2026?
Hudson Pacific Properties rose from $9.02 to $11.11 after the EPS screener detected a 30.5% next-year growth estimate on October 19, 2026. The move came without company-specific earnings news during the window.
What caused HPP's October 2026 surge?
The 23.2% rally followed an upward revision to HPP's next-year EPS growth estimate (30.5%) on October 19, as the market repriced the REIT's recovery prospects. Broader real estate sector stabilization supported the move.
What is HPP's EPS growth estimate?
HPP's next-year EPS growth estimate stood at 30.5% when detected on October 19, 2026. The stock added 23.2% by October 27.
Why did SLNH stock jump in October 2026?
SLNH jumped 22.6% (from $0.53 to $0.65) after a 33.3% next-year EPS growth estimate was detected on October 22, 2026.
The catalyst was Soluna's definitive agreement with Applied Digital to co-develop the 50 MW Dorothy 3 AI data center at its Texas wind farm, with Applied Digital taking 51% and funding construction. Rosenblatt reiterated Buy even while halving its target to $2 from $4, citing lower funding and execution risk under the JV structure. The revision captured analysts marking up Soluna's long-term earnings power on the HPC pivot.
SLNH EPS revision history → · Screener snapshot from 2026-10-22 →
FAQ: SLNH
Why did SLNH stock jump 22.6% in October 2026?
Soluna Holdings rose from $0.53 to $0.65 after a 33.3% next-year EPS revision was detected on October 22, 2026, coinciding with its Dorothy 3 joint venture with Applied Digital. Rosenblatt also reiterated its Buy rating.
What caused Soluna Holdings' October 2026 surge?
The Applied Digital JV for a 50 MW AI data center at Project Dorothy 3, announced October 21, 2026, drove the move. Soluna retains 49% of the project while Applied Digital funds development in exchange for 51%.
What is SLNH's EPS growth estimate?
SLNH's next-year EPS growth estimate was 33.3% at detection on October 22, 2026. The stock gained 22.6% to $0.65 by October 27 despite a lowered $2 price target.
Why did GMAB stock jump in October 2026?
GMAB jumped 16.0% (from $38.50 to $44.67) after its next-year EPS growth estimate was revised from 46.3% to 48.8% on October 19, 2026.
Genmab surged 13% on October 26 after petosemtamab plus chemotherapy shrank tumors in 75% of first-line colorectal cancer patients in a mid-stage trial. J.P. Morgan then upgraded the stock to overweight on October 27, doubling its price target to DKr3,500 and lifting petosemtamab peak sales to $5 billion from $2.5 billion. The revision preceded a cluster of clinical and analyst catalysts that confirmed the earnings trajectory.
GMAB EPS revision history → · Screener snapshot from 2026-10-19 →
FAQ: GMAB
Why did GMAB stock jump 16.0% in October 2026?
Genmab rose from $38.50 to $44.67 after its next-year EPS growth estimate was revised up to 48.8% on October 19, 2026, then gained 13% on October 26 on strong petosemtamab colorectal cancer data.
Is GMAB a buy after the J.P. Morgan upgrade?
J.P. Morgan upgraded Genmab to overweight on October 27, 2026, and doubled its price target to DKr3,500 from DKr2,050. The call assumes at least a 40% response rate for petosemtamab in first-line head and neck cancer.
What is GMAB's EPS growth estimate?
Genmab's next-year EPS growth estimate was revised from 46.3% to 48.8% on October 19, 2026. The stock gained 16.0% to $44.67 by October 27.
Why did ESTA stock jump in October 2026?
ESTA jumped 14.9% (from $58.26 to $66.95) after the screener detected a 98.6% next-year EPS growth estimate on October 19, 2026, the highest in this group.
Establishment Labs has rallied into its October 29 Q3 report, with no negative pre-announcement and analysts modeling near-doubling earnings. The Motiva breast implant maker benefits from expanding reimbursement and the Mia Femtech minimally invasive platform across 100-plus countries. The revision positioned ESTA as a pure earnings-momentum play ahead of the print.
ESTA EPS revision history → · Screener snapshot from 2026-10-19 →
FAQ: ESTA
Why did ESTA stock jump 14.9% in October 2026?
Establishment Labs rose from $58.26 to $66.95 after the EPS screener detected a 98.6% next-year growth estimate on October 19, 2026, ahead of its October 29 Q3 report.
Is ESTA a buy ahead of its Q3 2026 earnings?
ESTA carried a 98.6% next-year EPS growth estimate into its October 29, 2026 report, the highest among this group. The stock had already gained 14.9% from detection to $66.95.
What is ESTA's EPS growth estimate?
ESTA's next-year EPS growth estimate was 98.6% at detection on October 19, 2026. The stock added 14.9% to $66.95 by October 27.
The week's leaders show EPS revisions still pay when backed by hard catalysts — EAF's pricing inflection, GMAB's trial data and SLNH's AI data center JV — while HPP's newsless 23.2% gain suggests investors are pre-positioning for earnings recoveries across beaten-down sectors.
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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