Healthcare Micro-Caps Lead: COSM +34.8%, NMRA +28.2%, GMAB +25.4% on EPS Revisions
Cosmos Health (COSM) surged 34.8% to $0.31 after its next-year EPS growth estimate was revised up 14.8 percentage points to 146.7% on October 26. Neumora Therapeutics (NMRA) gained 28.2% to $0.50 following a 1.1pp upward revision to 31.1%, and Genmab (GMAB) jumped 25.4% to $54.92 after positive Phase 3 cancer trial results and a J.P. Morgan upgrade reinforced its 46.3% EPS growth outlook.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| COSM | Healthcare | 2026-10-26 | +14.8pp | +34.8% |
| NMRA | Healthcare | 2026-10-29 | +1.1pp | +28.2% |
| GMAB | Healthcare | 2026-10-23 | N/A | +25.4% |
| REPL | Healthcare | 2026-10-28 | +1.4pp | +21.4% |
| DNUT | Consumer Defensive | 2026-10-26 | +422.6pp | +17.7% |
Why did COSM stock jump in November 2026?
COSM jumped 34.8% (from $0.23 to $0.31) after analysts raised its next-year EPS growth estimate from 131.8% to 146.7% on October 26.
The healthcare micro-cap's thin liquidity amplified the move, with no company-specific news driving the re-rating. Investors appear to be positioning ahead of the next earnings cycle, where the revised estimate implies substantially higher profitability. The 14.8 percentage point upward revision was the largest relative jump among this week's healthcare gainers.
COSM EPS revision history → · Screener snapshot from 2026-10-26 →
FAQ: COSM
Why did COSM stock jump recently?
COSM jumped 34.8% to $0.31 after its next-year EPS growth estimate was revised upward from 131.8% to 146.7% on October 26.
What is COSM's EPS growth estimate?
COSM's next-year EPS growth estimate now stands at 146.7%, up from 131.8% before the October 26 revision.
Is COSM a buy after the rally?
COSM trades at $0.31 with no earnings-related news in the window; the 34.8% gain reflects estimate-driven speculation in a low-priced micro-cap with elevated risk.
Why did NMRA stock jump in November 2026?
NMRA surged 28.2% to $0.50 after analysts lifted its next-year EPS growth estimate from 30.1% to 31.1% on October 29.
The biotech sector has shown renewed appetite for early-stage names with improving profitability timelines. Neumora's gain occurred without any earnings-related news, suggesting the revision itself served as the primary catalyst. The modest 1.1 percentage point revision produced an outsized price move in the sub-$1 stock.
NMRA EPS revision history → · Screener snapshot from 2026-10-29 →
FAQ: NMRA
Why did NMRA stock surge?
NMRA rose 28.2% to $0.50 after its next-year EPS growth estimate was revised up to 31.1% from 30.1% on October 29.
What caused NMRA's 28% rally?
The rally was triggered by a 1.1 percentage point upward EPS growth revision, with no company-specific news accompanying the move.
What is NMRA's EPS growth estimate?
Analysts now expect NMRA's next-year EPS to grow 31.1%, up from the prior 30.1% estimate.
Why did GMAB stock jump in November 2026?
GMAB jumped 25.4% (from $43.79 to $54.92) after reporting positive Phase 3 cancer trial results for petosemtamab on October 28, reinforcing its 46.3% EPS growth outlook.
The LiGeR-HN1 trial showed a 50% reduction in risk of death in head and neck cancer, meeting both primary endpoints. J.P. Morgan upgraded the stock to overweight on October 27 with a DKr3,500 price target, citing peak sales potential of $5 billion for petosemtamab. European markets also rallied on the news, with Genmab rising 12% on October 26 amid broader corporate optimism.
GMAB EPS revision history → · Screener snapshot from 2026-10-23 →
FAQ: GMAB
Why did GMAB stock jump recently?
GMAB surged 25.4% to $54.92 after positive Phase 3 trial results for petosemtamab showed a 50% reduction in risk of death, reinforcing its 46.3% EPS growth estimate.
What caused GMAB's 16% single-day surge?
Genmab rose 16% on October 28 after its LiGeR-HN1 trial met both primary endpoints, showing a statistically significant improvement in overall survival and objective response rate.
Is GMAB a buy after the rally?
J.P. Morgan upgraded GMAB to overweight with a DKr3,500 price target, citing $5 billion peak sales potential for petosemtamab and 46.3% EPS growth.
Why did REPL stock jump in November 2026?
REPL rose 21.4% (from $16.06 to $19.49) after its next-year EPS growth estimate was revised up to 35.3% from 33.9% on October 28.
The revision followed a fiscal Q2 earnings beat, with a loss of $0.54 per share versus the $0.70 consensus. The company booked no revenue as TUDRIQEV's first patient dosing occurred October 6, after quarter-end, but management disclosed more than 15 institutions had already prescribed the therapy. The launch of the $450,000-per-course oncolytic immunotherapy is now the central investment case.
REPL EPS revision history → · Screener snapshot from 2026-10-28 →
FAQ: REPL
Why did REPL stock jump recently?
REPL gained 21.4% to $19.49 after a 1.4 percentage point upward EPS growth revision to 35.3% and a fiscal Q2 earnings beat of $0.16 per share.
What is REPL's EPS growth estimate?
REPL's next-year EPS growth estimate was revised to 35.3% from 33.9% on October 28.
Is REPL a buy after the rally?
REPL is transitioning to commercial stage with TUDRIQEV now available; the investment case depends on converting more than 15 prescribing institutions into recognized revenue.
Why did DNUT stock jump in November 2026?
DNUT gained 17.7% to $3.39 after its next-year EPS growth estimate was revised dramatically upward from 1261.5% to 1684.1% on October 26.
The 422.6 percentage point revision reflects a very low prior-year earnings base, magnifying the growth rate. No company-specific news accompanied the move, suggesting the revision alone triggered buying in the beaten-down consumer defensive name. Krispy Kreme's turnaround prospects are now being priced in more aggressively.
DNUT EPS revision history → · Screener snapshot from 2026-10-26 →
FAQ: DNUT
Why did DNUT stock jump recently?
DNUT rose 17.7% to $3.39 after its next-year EPS growth estimate was revised from 1261.5% to 1684.1% on October 26.
What is DNUT's EPS growth estimate?
DNUT's next-year EPS growth estimate now stands at 1684.1%, up from 1261.5%, reflecting a low prior-year earnings base.
What caused DNUT's 17% surge?
The surge was driven by a 422.6 percentage point upward EPS revision, with no earnings-related news in the window.
Today's gainers signal that upward EPS estimate revisions remain a powerful catalyst, particularly in healthcare micro-caps where low liquidity amplifies moves. The mix of clinical catalysts (GMAB, REPL) and pure estimate-driven rallies (COSM, NMRA, DNUT) suggests investors are willing to price in improving profitability even without immediate news confirmation.
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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