U Leads 23.5% EPS Revision Rally; REPL, BUR, CSGP Also Surge
Unity Software (U) jumped 23.5% to $48.80 after its Q3 beat and first GAAP profit, while Replimune (REPL) rose 24.7% on a narrower loss and TUDRIQEV launch progress. Burford Capital (BUR) gained 17.2% on a Q3 beat and debt reduction, and CoStar (CSGP) added 16.4% after upgrading its multifamily forecast. Neumora (NMRA) climbed 25.6% on a modest EPS revision with no news.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| NMRA | Healthcare | 2026-10-29 | +1.1pp | +25.6% |
| REPL | Healthcare | 2026-10-28 | +1.4pp | +24.7% |
| U | Technology | 2026-10-28 | N/A | +23.5% |
| BUR | Financial | 2026-10-28 | N/A | +17.2% |
| CSGP | Real Estate | 2026-10-28 | N/A | +16.4% |
Why did NMRA stock jump in November 2026?
NMRA jumped 25.6% (from $0.39 to $0.49) after analysts raised its forward EPS growth estimate from 30.1% to 31.1% on October 29.
The revision, though only 1.1 percentage points, signaled improving profitability prospects for the clinical-stage biotech. With no company-specific news, the move likely reflects sector-wide optimism or technical buying pressure. The screener detected the revision early, and the market confirmed it with a strong price gain.
NMRA EPS revision history → · Screener snapshot from 2026-10-29 →
FAQ: NMRA
Why did NMRA stock jump?
NMRA jumped 25.6% to $0.49 after its forward EPS growth estimate was revised upward from 30.1% to 31.1% on October 29.
Is NMRA a buy after the rally?
NMRA's 1.1pp EPS revision is modest, and without news, the rally may be speculative. Investors should watch for clinical updates.
What is NMRA's EPS growth estimate?
NMRA's next-year EPS growth estimate is now 31.1%, up from 30.1% before the revision.
Why did REPL stock jump in November 2026?
REPL jumped 24.7% (from $16.06 to $20.02) after analysts raised its forward EPS growth estimate from 33.9% to 35.3% on October 28.
The revision followed a fiscal Q2 loss of $0.54 per share, which beat the consensus $0.70 loss by 22.9%, and the first patient dosing of TUDRIQEV for advanced melanoma on October 6. Management noted more than 15 institutions have prescribed the therapy, marking the transition to a commercial-stage company. The EPS revision captures the improving cost structure and launch momentum, driving the stock higher.
REPL EPS revision history → · Screener snapshot from 2026-10-28 →
FAQ: REPL
Why did REPL stock jump?
REPL jumped 24.7% to $20.02 after a 1.4pp upward EPS revision and a Q2 earnings beat, with TUDRIQEV now in commercial use.
Is REPL a buy after the rally?
REPL's launch execution and 15+ prescribing institutions support the bull case, but revenue recognition remains uncertain.
What is REPL's EPS growth estimate?
REPL's next-year EPS growth estimate is 35.3%, revised up from 33.9%.
Why did U stock jump in November 2026?
U jumped 23.5% (from $39.50 to $48.80) after analysts raised its forward EPS growth estimate to 264.8% on October 28.
The revision preceded a blowout Q3 report on November 5, where adjusted EPS of $0.44 beat consensus by 15.8% and revenue of $622 million topped estimates by 10%. Unity posted its first GAAP profit since IPO, driven by 126% growth in its Vector ad platform. The EPS revision captured the accelerating profitability, and the market confirmed it with a sharp rally.
U EPS revision history → · Screener snapshot from 2026-10-28 →
FAQ: U
Why did U stock jump?
U jumped 23.5% to $48.80 after a massive EPS revision to 264.8% growth and a Q3 beat that delivered Unity's first GAAP profit.
Is U a buy after the rally?
U's 126% Vector growth and first GAAP profit support the turnaround, but the stock trades near its average price target of $50.73.
What is U's EPS growth estimate?
U's next-year EPS growth estimate is 264.8%, reflecting its rapid shift to profitability.
Why did BUR stock jump in November 2026?
BUR jumped 17.2% (from $3.38 to $3.96) after analysts raised its forward EPS growth estimate to 108.2% on October 28.
The revision preceded a Q3 beat on November 4, with EPS of $0.10 topping consensus by 11.1% and revenue of $146.91 million beating by 47.4%. Burford also reduced debt by $100 million and retired its nearest maturity, strengthening its balance sheet. The EPS revision highlighted the earnings power of its existing portfolio, and the market responded positively.
BUR EPS revision history → · Screener snapshot from 2026-10-28 →
FAQ: BUR
Why did BUR stock jump?
BUR jumped 17.2% to $3.96 after a 108.2% EPS growth estimate and a Q3 beat with 47.4% revenue growth.
Is BUR a buy after the rally?
BUR's de-leveraging and strong portfolio performance are positive, but management paused new commitments to cut debt.
What is BUR's EPS growth estimate?
BUR's next-year EPS growth estimate is 108.2%, reflecting a rebound from prior losses.
Why did CSGP stock jump in November 2026?
CSGP jumped 16.4% (from $27.54 to $32.05) after analysts raised its forward EPS growth estimate to 26.1% on October 28.
The revision was followed by an upgraded U.S. multifamily growth forecast from Apartments.com on November 3, projecting rent growth of 1.4% through Q4 and 2.6% for Q4 2027. CoStar also raised its near-term retail forecast on November 4. The EPS revision captured improving fundamentals in its marketplace segments, and the market confirmed it with a steady climb.
CSGP EPS revision history → · Screener snapshot from 2026-10-28 →
FAQ: CSGP
Why did CSGP stock jump?
CSGP jumped 16.4% to $32.05 after a 26.1% EPS growth estimate and an upgraded multifamily rent growth forecast.
Is CSGP a buy after the rally?
CSGP's 50-basis-point rent growth revision and absorption of excess inventory support the positive outlook.
What is CSGP's EPS growth estimate?
CSGP's next-year EPS growth estimate is 26.1%, supported by improving real estate market conditions.
The strong price gains following modest EPS revisions indicate a market that rewards early signs of earnings inflection, particularly in healthcare and technology. With sector-specific catalysts reinforcing the revisions, momentum may continue if fundamentals deliver.
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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