COHR Jumps 38.1% as EPS Revisions Fuel Tech Rally; WOLF, RDW, GRNT, SITM Surge
Coherent (COHR) led a broad rally in EPS-revision winners, surging 38.1% to $234.51 since November 5 as its forward EPS growth estimate rose to 54.9%. Wolfspeed (WOLF) gained 36.0% and Redwire (RDW) 35.7%, while Granite Ridge (GRNT) and SiTime (SITM) added 34.3% and 33.1%, respectively, as estimate hikes and positive catalysts drove outsized gains.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| COHR | Technology | 2026-11-05 | +5.4pp | +38.1% |
| WOLF | Technology | 2026-11-05 | N/A | +36.0% |
| RDW | Industrials | 2026-11-05 | +1.1pp | +35.7% |
| GRNT | Energy | 2026-11-05 | +7.3pp | +34.3% |
| SITM | Technology | 2026-11-05 | +10.9pp | +33.1% |
Why did COHR stock jump in November 2026?
COHR jumped 38.1% (from $169.76 to $234.51) since November 5 after analysts raised its forward EPS growth estimate to 54.9% from 49.4%.
The revision followed a strong Q1 FY27 earnings beat on November 4, with EPS of $2.09 vs. $1.98 estimated and revenue of $2.37B vs. $2.30B estimated, driven by 79% growth in datacenter and communications revenue to $1.95B. Despite the beat, the stock initially fell 14% on November 5 as estimates had already run up 12.6% over 90 days, but the subsequent upward revision and guidance for Q2 revenue of $2.65B and EPS of $2.38, both above consensus, fueled a sharp rebound. The company's focus on optical connectivity for AI data centers positions it well for continued growth.
COHR EPS revision history → · Screener snapshot from 2026-11-05 →
FAQ: COHR
Why did COHR stock jump in November 2026?
COHR jumped 38.1% to $234.51 since November 5 after its forward EPS growth estimate was revised up to 54.9% from 49.4%, following a strong Q1 FY27 earnings beat on November 4.
Is COHR a buy after the rally?
COHR's Q2 guidance of $2.38 EPS and $2.65B revenue is above consensus, and its datacenter segment grew 79% year-over-year, supporting a positive outlook, though the stock's sharp rebound may warrant caution.
What is COHR's EPS growth estimate?
COHR's next-year EPS growth estimate is 54.9%, up from 49.4% before the revision, reflecting analysts' increased confidence in the company's earnings potential.
Why did WOLF stock jump in November 2026?
WOLF surged 36.0% (from $20.36 to $27.68) since November 5 as its next-year EPS growth estimate stood at 27.2% following a Q1 FY27 report on November 4 that included a revenue beat and a conditional $1.5B government loan.
The quarter showed a loss of $2.22 per share, missing consensus by 1.8%, but revenue of $155.0M beat by 3.3% and management guided gross margin to near breakeven next quarter. The $1.5B loan would replace expensive debt, easing balance sheet concerns, and the stock rallied despite cash burn and a shrinking product line. The positive guidance and financing news drove the sharp rebound.
WOLF EPS revision history → · Screener snapshot from 2026-11-05 →
FAQ: WOLF
Why did WOLF stock jump in November 2026?
WOLF jumped 36.0% to $27.68 since November 5 after its Q1 FY27 report showed a revenue beat, guidance for near-breakeven margins, and a conditional $1.5B government loan, boosting investor confidence.
Is WOLF a buy after the surge?
WOLF's improving margin outlook and the $1.5B loan are positive, but the company still faces cash burn and a shrinking product line, making it a higher-risk turnaround play.
What is WOLF's EPS growth estimate?
WOLF's next-year EPS growth estimate is 27.2%, reflecting expectations of narrowing losses and improving profitability.
Why did RDW stock jump in November 2026?
RDW climbed 35.7% (from $6.19 to $8.40) since November 5 after its next-year EPS growth estimate was revised up to 57.6% from 56.5% and the company reported record gross margins and backlog on November 4.
The Q3 report showed a 10% EPS beat at a loss of $0.09 per share, with gross margin jumping to 32.3% from 16.3% and backlog up 75% to $619.7M. Revenue missed by 13.2%, but management reaffirmed its $450-500M full-year revenue forecast for the third time. A follow-on order from the U.S. Army on November 11 provided additional support.
RDW EPS revision history → · Screener snapshot from 2026-11-05 →
FAQ: RDW
Why did RDW stock jump in November 2026?
RDW jumped 35.7% to $8.40 since November 5 after its EPS growth estimate was revised to 57.6% and Q3 results showed record gross margins and backlog, plus a U.S. Army follow-on order on November 11.
Is RDW a buy after the rally?
RDW's record backlog of $619.7M and improving margins are encouraging, but revenue missed estimates and remains uneven, so execution on its back-end-loaded guidance is key.
What is RDW's EPS growth estimate?
RDW's next-year EPS growth estimate is 57.6%, up from 56.5% before the revision, reflecting expected earnings improvement from margin expansion.
Why did GRNT stock jump in November 2026?
GRNT gained 34.3% (from $4.67 to $6.27) since November 5 after its forward EPS growth estimate was raised to 82.4% from 75.2% and it reported a strong Q3 earnings beat on November 5.
Adjusted EPS of $0.17 topped consensus by 30.8%, revenue of $177.2M beat by 12.0%, and adjusted EBITDAX hit a record $107.3M. The company also declared a quarterly dividend. However, a third LOE guidance hike tempered the enthusiasm, and a $52.7M derivative loss led to a GAAP net loss.
GRNT EPS revision history → · Screener snapshot from 2026-11-05 →
FAQ: GRNT
Why did GRNT stock jump in November 2026?
GRNT jumped 34.3% to $6.27 since November 5 after its EPS growth estimate was revised up to 82.4% and Q3 results showed a 30.8% EPS beat with record EBITDAX of $107.3M.
Is GRNT a buy after the surge?
GRNT's free-cash-flow inflection and dividend are positives, but rising lease operating expenses and a large derivative loss are concerns that could limit upside.
What is GRNT's EPS growth estimate?
GRNT's next-year EPS growth estimate is 82.4%, up from 75.2%, driven by accelerating revenue and earnings growth.
Why did SITM stock jump in November 2026?
SITM surged 33.1% (from $355.00 to $472.56) since November 5 after its forward EPS growth estimate was revised up to 43.3% from 32.4% and Seaport upgraded the stock to Buy on November 6.
The upgrade followed a Q3 earnings blowout on November 4, with adjusted EPS of $4.01 versus $3.63 consensus and revenue of $298.7M versus $292.1M, up 257% year-over-year. Seaport set a $425 price target, citing an attractive entry point after a 50% selloff and the intact AI infrastructure buildout. The stock rallied 16% on the upgrade day alone.
SITM EPS revision history → · Screener snapshot from 2026-11-05 →
FAQ: SITM
Why did SITM stock jump in November 2026?
SITM jumped 33.1% to $472.56 since November 5 after its EPS growth estimate was raised to 43.3% and Seaport upgraded the stock to Buy with a $425 target on November 6, following a Q3 earnings beat.
Is SITM a buy after the rally?
SITM's strong Q3 results, 257% revenue growth, and Seaport's Buy rating support a positive view, though operational risks from rapid growth and supply constraints remain.
What is SITM's EPS growth estimate?
SITM's next-year EPS growth estimate is 43.3%, up from 32.4%, reflecting expectations of continued strong demand for its precision timing solutions.
The strong gains across COHR, WOLF, RDW, GRNT, and SITM highlight the market's focus on earnings estimate revisions and company-specific catalysts, even amid broader volatility. Tech and energy names with improving fundamentals are being rewarded, suggesting that investors are seeking out growth stories with tangible upward earnings momentum.
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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