GCTS Jumps 87% After EPS Revision; AMPG, BRUN, COOK, PIII Surge on Estimate Upregates
GCT Semiconductor (GCTS) led today's movers, surging 87.4% to $3.43 after analysts raised its forward EPS growth estimate from 89.7% to 90.6% on May 17. AmpliTech (AMPG) gained 84.7% following a strong Q1 earnings beat with 48.6% revenue growth and 116.1% gross profit expansion, while Boost Run (BRUN) climbed 43.5% on its Nasdaq debut with $940M in contracted revenue. Traeger (COOK) jumped 38.1% after a massive EPS revision from 116.7% to 156.5%, and P3 Health (PIII) rose 28.6% with a +21.7pp EPS estimate increase.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| GCTS | Technology | 2026-05-17 | +0.9pp | +87.4% |
| AMPG | Technology | 2026-05-14 | N/A | +84.7% |
| BRUN | Technology | 2026-05-12 | N/A | +43.5% |
| COOK | Consumer Cyclical | 2026-05-12 | +39.8pp | +38.1% |
| PIII | Healthcare | 2026-05-17 | +21.7pp | +28.6% |
Why did GCTS stock jump in May 2026?
GCT Semiconductor (GCTS) jumped 87.4% from $1.83 to $3.43 after analysts raised its forward EPS growth estimate from 89.7% to 90.6% on May 17.
The semiconductor sector benefited from sustained AI infrastructure demand, while GCTS's small-cap profile made it susceptible to sharp upside upon any positive sentiment shift. No earnings news was available in the detection window, suggesting the move was driven by technical buying and sector rotation into beaten-down chip names.
GCTS EPS revision history → · Screener snapshot from 2026-05-17 →
FAQ: GCTS
Why did GCT Semiconductor (GCTS) stock jump 87% today?
GCTS surged 87.4% to $3.43 after an upward EPS revision from 89.7% to 90.6% on May 17, with semiconductor sector momentum and small-cap rotation likely fueling additional buying.
Is GCTS a buy after the rally?
The 90.6% forward EPS growth estimate suggests aggressive profitability expectations, though the 87.4% one-week gain means valuation may be stretched near-term.
What caused GCT Semiconductor's surge?
An analyst EPS revision was the primary catalyst, supported by broader semiconductor sector strength driven by AI infrastructure demand.
Why did AMPG stock jump in May 2026?
AmpliTech Group (AMPG) surged 84.7% from $2.87 to $5.30 after reporting Q1 2026 earnings with 48.6% year-over-year revenue growth to $5.35 million and 116.1% gross profit expansion, with gross margins improving from 33% to 48%.
The company highlighted $20 million in order backlog and advanced 5G O-RAN and MMIC products into commercialization stages. Management's transition from R&D investment pricing to normalized commercial margins signaled improving profitability, while the debt-free balance sheet with $18.4 million in cash provided financial flexibility for scaling operations.
AMPG EPS revision history → · Screener snapshot from 2026-05-14 →
FAQ: AMPG
Why did AmpliTech (AMPG) stock jump 85%?
AMPG jumped 84.7% to $5.30 after Q1 earnings showed 48.6% revenue growth and 116.1% gross profit expansion, with gross margins jumping from 33% to 48%.
What is AmpliTech's revenue growth outlook?
AMPG reported $5.35M in Q1 2026 revenue (up 48.6% YoY) with $20M+ in order backlog, and management expects revenue to be weighted toward second-half 2026.
Is AMPG a buy after the Q1 earnings beat?
The strong Q1 beat, expanding margins, and $20M+ backlog support bullish thesis, though the stock has already rallied 84.7% since May 14 detection price.
Why did BRUN stock jump in May 2026?
Boost Run (BRUN) climbed 43.5% from $17.69 to $25.38 as the company began trading on Nasdaq with $940 million in long-term contracted customer revenue and $375 million expected annualized recurring revenue by fiscal year-end 2026.
The NVIDIA Preferred Cloud Partner operates six U.S. data centers with an average contract term of approximately three years, positioning it to benefit from enterprise AI demand. The IPO-related visibility into contracted revenue streams and free cash flow generation attracted institutional interest upon its listing.
BRUN EPS revision history → · Screener snapshot from 2026-05-12 →
FAQ: BRUN
Why did Boost Run (BRUN) stock surge 43% on Nasdaq debut?
BRUN surged 43.5% on its Nasdaq listing after revealing $940M in long-term contracted revenue and $375M expected annualized recurring revenue, attracting AI infrastructure demand investors.
What is Boost Run's contracted revenue?
Boost Run entered Nasdaq with $940M in long-term contracted revenue across a ~3-year average contract portfolio, with majority already in production.
Is BRUN a buy after the IPO rally?
The contracted revenue visibility and NVIDIA partnership status support fundamentals, but the 43.5% debut gain suggests strong demand for AI cloud infrastructure plays.
Why did COOK stock jump in May 2026?
Traeger (COOK) jumped 38.1% from $41.34 to $57.10 after analysts raised its forward EPS growth estimate from 116.7% to 156.5% on May 12, a massive +39.8 percentage point upgrade.
Despite Q1 revenue declining 34% to $94 million, adjusted EBITDA came in at $17 million including a $12.4 million IEEPA tariff refund, and gross margins expanded 420 basis points to 45.7%. The company reiterated full-year revenue guidance of $465-485 million while raising its adjusted EBITDA outlook to $57-67 million, signaling confidence in profitability despite top-line headwinds.
COOK EPS revision history → · Screener snapshot from 2026-05-12 →
FAQ: COOK
Why did Traeger (COOK) stock jump 38%?
COOK surged 38.1% after a +39.8pp forward EPS revision to 156.5% on May 12, driven by strong Q1 profitability despite a 34% revenue decline and an IEEPA tariff refund benefit.
What caused Traeger's EPS estimate to jump?
Analysts revised COOK's EPS growth estimate from 116.7% to 156.5% following Q1 results showing gross margin expansion of 420bps and an upward revision to full-year EBITDA guidance.
Is COOK a buy after the earnings beat?
The massive EPS revision and raised EBITDA guidance suggest margin expansion story is gaining traction, though revenue decline warrants monitoring of top-line trajectory.
Why did PIII stock jump in May 2026?
P3 Health Partners (PIII) rose 28.6% from $11.29 to $14.52 after analysts raised its forward EPS growth estimate from 70.6% to 92.3% on May 17, a +21.7 percentage point upgrade.
No earnings-related news was available in the detection window, suggesting the move reflected sector rotation into healthcare names or positive macro positioning. The healthcare sector has seen renewed interest as rate-cut expectations support valuations for growth-oriented providers.
PIII EPS revision history → · Screener snapshot from 2026-05-17 →
FAQ: PIII
Why did P3 Health (PIII) stock jump 29%?
PIII climbed 28.6% to $14.52 after an upward EPS revision from 70.6% to 92.3% on May 17, with healthcare sector rotation likely contributing to the gains.
What is P3 Health's EPS growth outlook?
Analysts project PIII's forward EPS growth at 92.3%, up from 70.6% prior estimate, reflecting improving profitability expectations for the healthcare provider.
Is PIII a buy after the EPS revision?
The 92.3% forward EPS growth estimate is notable, though the stock has already rallied 28.6% in four days, suggesting momentum-driven positioning.
Today's movers reflect strong institutional response to EPS estimate revisions, with technology names dominating as AI infrastructure demand and 5G commercialization themes attract capital.
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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