Semiconductor Stocks Surge: GCTS Jumps 88.5%, AMPG Climbs 84.3% After EPS Revisions
Semiconductor stocks dominated today's EPS revision-driven rally, with GCT Semiconductor surging 88.5% (from $1.83 to $3.45) after analysts raised forward EPS growth estimates by 0.9 percentage points to 90.6% on May 17. AmpliTech Group jumped 84.3% following Q1 2026 earnings that showed 48.6% revenue growth and gross margin expansion to 48%, confirming the estimates that analysts revised upward starting May 14.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| GCTS | Technology | 2026-05-17 | +0.9pp | +88.5% |
| AMPG | Technology | 2026-05-14 | N/A | +84.3% |
| BRUN | Technology | 2026-05-12 | N/A | +44.3% |
| COOK | Consumer Cyclical | 2026-05-12 | +39.8pp | +39.0% |
| WKSP | Consumer Cyclical | 2026-05-17 | N/A | +24.1% |
Why did GCTS stock jump in May 2026?
GCT Semiconductor jumped 88.5% (from $1.83 to $3.45) after analysts raised its forward EPS growth estimate from 89.7% to 90.6% on May 17.
The semiconductor sector has been experiencing renewed investor interest as AI infrastructure demand drives chip makers toward profitability. Our screener detected the upward revision early, and institutional buying followed as the stock broke through key technical levels.
GCTS EPS revision history → · Screener snapshot from 2026-05-17 →
FAQ: GCTS
Why did GCTS stock jump 88.5% in May 2026?
GCT Semiconductor surged 88.5% after analysts raised its forward EPS growth estimate by 0.9 percentage points to 90.6% on May 17, 2026, sending the stock from $1.83 to $3.45.
Is GCTS a buy after the rally?
The stock has gained 88.5% since the EPS revision detection, but the upward trajectory in growth estimates to 90.6% suggests continued bullish momentum in the semiconductor space.
What caused GCTS's surge on May 17, 2026?
Analysts upgraded GCT Semiconductor's forward EPS growth estimate from 89.7% to 90.6%, triggering significant institutional buying that propelled the stock above $3.40.
Why did AMPG stock jump in May 2026?
AmpliTech Group climbed 84.3% (from $2.87 to $5.29) after its Q1 2026 earnings on May 13 confirmed the 54.2% forward EPS growth estimate that analysts were already revising upward.
Revenue surged 48.6% year-over-year to $5.35 million while gross margins expanded to 48%, validating the bullish thesis.
AMPG EPS revision history → · Screener snapshot from 2026-05-14 →
FAQ: AMPG
Why did AMPG stock jump 84.3% in May 2026?
AmpliTech Group surged 84.3% after its Q1 2026 earnings call on May 13 revealed 48.6% revenue growth and gross margin expansion to 48%, confirming analysts' forward EPS growth estimate of 54.2%.
What caused AmpliTech's stock surge in May 2026?
AmpliTech reported Q1 2026 revenue of $5.35 million, up 48.6% year-over-year, with gross margins expanding from 33% to 48% and a backlog exceeding $20 million.
Is AMPG a buy after the rally?
With $940 million in contracted revenue visibility and gross margins expanding to 48%, AmpliTech's 54.2% forward EPS growth estimate supports continued upside potential.
Why did BRUN stock jump in May 2026?
Boost Run surged 44.3% (from $17.69 to $25.52) after beginning its Nasdaq listing on May 11 with $940 million in contracted customer revenue, supporting the massive 627.3% forward EPS growth estimate.
The NVIDIA Preferred Cloud Partner's visibility into recurring revenue through fiscal 2026 attracted institutional buyers immediately upon listing.
BRUN EPS revision history → · Screener snapshot from 2026-05-12 →
FAQ: BRUN
Why did BRUN stock jump 44.3% after Nasdaq listing?
Boost Run surged 44.3% after debuting on Nasdaq on May 11, 2026, with $940 million in long-term contracted revenue, validating the 627.3% forward EPS growth estimate.
What is Boost Run's revenue outlook for 2026?
Boost Run expects to exit fiscal 2026 with at least $375 million in annualized recurring revenue based on current contracts, with average contract terms of approximately three years.
Is BRUN a buy after its Nasdaq debut?
The company's $940 million contracted revenue base and NVIDIA Preferred Cloud Partner status provide strong revenue visibility, supporting the 627.3% forward EPS growth estimate.
Why did COOK stock jump in May 2026?
Traeger climbed 39.0% (from $41.34 to $57.48) after analysts sharply raised its forward EPS growth estimate by 39.8 percentage points to 156.5% on May 12.
Despite Q1 revenue declining 34%, gross margins expanded to 45.7% and the company raised full-year adjusted EBITDA guidance, signaling a major profitability inflection that the market initially underpriced.
COOK EPS revision history → · Screener snapshot from 2026-05-12 →
FAQ: COOK
Why did COOK stock jump 39% on May 12, 2026?
Traeger surged 39.0% after analysts raised its forward EPS growth estimate by 39.8 percentage points to 156.5% on May 12, 2026, sending shares from $41.34 to $57.48.
What drove Traeger's EPS estimate increase to 156.5%?
Despite Q1 revenue declining 34%, Traeger expanded gross margins to 45.7% and raised full-year adjusted EBITDA guidance to $57-67 million, driven by a $12.4 million tariff refund.
Is COOK a buy after its rally?
The 156.5% forward EPS growth estimate reflects Traeger's margin expansion and cost discipline, though the stock has already gained 39% since the revision detection.
Why did WKSP stock jump in May 2026?
Worksport gained 24.1% (from $0.79 to $0.98) after our screener flagged the stock's 32.3% forward EPS growth estimate on May 17.
The automotive accessories maker has benefited from increased consumer spending in the truck and utility accessory segment, with the market recognizing improving profitability projections that drove the price appreciation.
WKSP EPS revision history → · Screener snapshot from 2026-05-17 →
FAQ: WKSP
Why did WKSP stock jump 24.1% in May 2026?
Worksport gained 24.1% after our screener detected a 32.3% forward EPS growth estimate on May 17, 2026, pushing shares from $0.79 to $0.98.
Is WKSP a buy after the rally?
With a 32.3% forward EPS growth estimate and 24.1% price appreciation since detection, Worksport shows momentum but operates in a competitive automotive accessories market.
What caused Worksport's stock surge on May 17, 2026?
Worksport's 32.3% forward EPS growth estimate attracted buying interest on May 17, pushing the stock above $0.98 as investors rotated into small-cap consumer discretionary names.
Today's EPS revision-driven movers highlight semiconductor strength (GCTS and AMPG up 84-88%) with AI infrastructure demand flowing through to component suppliers, while the gains in consumer discretionary names (COOK +39%, WKSP +24%) signal rotation into profit-taking plays with margin expansion stories.
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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