COTY leads EPS revision runners with 17.8% gain; RH, BILL also surge
Today's top performers were driven by upward EPS revisions detected by our screener. COTY jumped 17.8% after analysts revised its EPS growth estimate to 60.0% following positive Gucci license news. RH gained 16.4% on a 86.1% EPS growth estimate and an analyst upgrade, while BILL advanced 13.7% with a 26.4% estimate.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| COTY | Consumer Defensive | 2026-07-09 | N/A | +17.8% |
| RH | Consumer Cyclical | 2026-07-08 | N/A | +16.4% |
| BILL | Technology | 2026-07-08 | N/A | +13.7% |
| MBUU | Consumer Cyclical | 2026-07-07 | +2.9pp | +12.8% |
| SFIX | Consumer Cyclical | 2026-07-09 | +16.2pp | +11.9% |
Why did COTY stock jump in July 2026?
COTY jumped 17.8% (from $2.13 to $2.51) after its forward EPS growth estimate was revised to 60.0% on July 9.
The positive revision was reinforced by news that Gucci's early license exit provides Coty with a $400 million cash payment, which analysts view as a favorable resolution. Jefferies noted the deal removes uncertainty and allows capital redeployment, boosting investor confidence and driving the price gain.
COTY EPS revision history → · Screener snapshot from 2026-07-09 →
FAQ: COTY
Why did COTY stock jump in July 2026?
COTY surged 17.8% after its forward EPS growth estimate was raised to 60.0%, and positive Gucci license exit news provided a $400 million cash incentive.
What is COTY's EPS growth estimate?
COTY's current EPS growth estimate for next year is 60.0%.
Is COTY a buy after the rally?
The Gucci license exit removes uncertainty and provides cash, but the stock remains speculative given the loss of a major fragrance franchise; analysts have mixed views.
Why did RH stock jump in July 2026?
RH jumped 16.4% (from $162.59 to $189.33) after analysts raised its forward EPS growth estimate to 86.1% on July 8.
The move was supported by a Goldman Sachs upgrade from Sell to Neutral, citing potential sales and margin improvement in 2027. The EPS revision aligns with the brokerage's more favorable outlook, and the price action confirms the market's positive reaction.
RH EPS revision history → · Screener snapshot from 2026-07-08 →
FAQ: RH
Why did RH stock jump in July 2026?
RH gained 16.4% after its forward EPS growth estimate was revised to 86.1%, and Goldman Sachs upgraded the stock, citing improving fundamentals.
What is RH's EPS growth estimate?
RH's current EPS growth estimate for next year is 86.1%.
What caused RH's surge?
The rally was driven by a combination of an upward EPS revision and a Goldman Sachs upgrade that highlighted potential sales and margin recovery in 2027.
Why did BILL stock jump in July 2026?
BILL jumped 13.7% (from $39.30 to $44.69) after its forward EPS growth estimate was revised to 26.4% on July 8.
No company-specific news was released, but the upward revision reflects improving earnings expectations in the technology sector. The screener identified the estimate change early, and the subsequent price gain validates the signal.
BILL EPS revision history → · Screener snapshot from 2026-07-08 →
FAQ: BILL
Why did BILL stock jump in July 2026?
BILL rallied 13.7% after analysts raised its forward EPS growth estimate to 26.4%, with no other material news.
What is BILL's EPS growth estimate?
BILL's current EPS growth estimate for next year is 26.4%.
Is BILL a buy after the rally?
The EPS revision is positive, but the lack of a specific catalyst suggests caution; investors should assess the broader technology sector momentum.
Why did MBUU stock jump in July 2026?
MBUU jumped 12.8% (from $25.64 to $28.93) after analysts raised its forward EPS growth estimate from 63.2% to 66.1% on July 7.
The upward revision of 2.9 percentage points signals improving earnings outlook in the consumer cyclical sector. No specific company news accompanied the move, but the price action confirms the estimate change as the primary driver.
MBUU EPS revision history → · Screener snapshot from 2026-07-07 →
FAQ: MBUU
Why did MBUU stock jump in July 2026?
Malibu Boats gained 12.8% after its forward EPS growth estimate was raised from 63.2% to 66.1%.
What is MBUU's EPS growth estimate?
MBUU's current EPS growth estimate for next year is 66.1%, up from 63.2%.
What caused MBUU's surge?
The surge was driven by an upward EPS revision of 2.9 percentage points, with no other identifiable catalyst.
Why did SFIX stock jump in July 2026?
SFIX jumped 11.9% (from $3.52 to $3.94) after analysts raised its forward EPS growth estimate from 59.0% to 75.2% on July 9.
The 16.2 percentage point revision is one of the largest in the group, reflecting a dramatic improvement in expected earnings. No news was released, but the market clearly reacted to the better growth outlook.
SFIX EPS revision history → · Screener snapshot from 2026-07-09 →
FAQ: SFIX
Why did SFIX stock jump in July 2026?
Stitch Fix surged 11.9% after its forward EPS growth estimate was raised from 59.0% to 75.2%.
What is SFIX's EPS growth estimate?
SFIX's current EPS growth estimate for next year is 75.2%, up from 59.0%.
Is SFIX a buy after the rally?
The massive revision suggests strong earnings momentum, but the stock is low-priced and volatile; investors should weigh growth prospects against risk.
The trend of upward EPS revisions driving price gains highlights the market's focus on earnings growth potential. Consumer cyclicals and technology sectors show strength as companies improve their outlooks.
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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