CLF Soars 37% on EPS Revision and Strong Outlook; FIRY, KNSA, AMC, GENI Surge
Cleveland-Cliffs (CLF) gained 37.1% after an EPS growth revision from 198.6% to 235.3%, fueled by a bright Q3 outlook and favorable steel tariffs. Four other stocks rose 17-28% as earnings estimate upgrades and company-specific catalysts drove momentum across basic materials, communication services, and healthcare.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| CLF | Basic Materials | 2026-07-20 | +36.7pp | +37.1% |
| FIRY | Communication Services | 2026-07-21 | N/A | +27.7% |
| KNSA | Healthcare | 2026-07-23 | N/A | +25.0% |
| AMC | Communication Services | 2026-07-21 | +14.2pp | +17.7% |
| GENI | Communication Services | 2026-07-22 | +1.4pp | +17.3% |
Why did CLF stock jump in July 2026?
CLF jumped 37.1% from $8.98 to $12.31 after analysts raised its forward EPS growth estimate from 198.6% to 235.3% on July 20.
The revision captured accelerating earnings recovery as Cleveland-Cliffs reported Q2 adjusted EBITDA of $286 million, tripled from Q1, and guided Q3 EBITDA to double to $575 million. Tailwinds from Section 232 tariffs, tight steel supply, and automotive volume growth reinforced the outlook. The company also returned to positive free cash flow and named Celso Goncalves as president, signaling strategic continuity.
CLF EPS revision history → · Screener snapshot from 2026-07-20 →
FAQ: CLF
Why did CLF stock jump in July 2026?
CLF rose 37.1% from $8.98 to $12.31 after analysts boosted its forward EPS growth estimate from 198.6% to 235.3%, supported by a robust Q2 earnings beat and a Q3 outlook that more than doubles EBITDA.
Is CLF a buy after the rally?
The 37% rally reflects strong fundamentals: Q2 EBITDA tripled to $286 million, Q3 guidance of $575 million, and leverage expected below 2.5x next year. The EPS revision suggests further upside if steel prices hold.
What caused Cleveland-Cliffs' surge?
The surge was driven by an upward EPS revision (198.6% to 235.3%), a bright Q3 outlook on higher steel prices and lower costs, and improved automotive demand from Toyota and GM.
Why did FIRY stock jump in July 2026?
FIRY jumped 27.7% from $8.82 to $11.26 after analysts raised its forward EPS growth estimate to 27.0% on July 21.
The move accelerated on July 28 when a federal court ordered Papaya Gaming to pay $719 million in disgorgement to FIRY's Skillz subsidiary—nearly $300 million above the prior jury award. This landmark false-advertising ruling validates FIRY's competitive moat and removes a key overhang, driving investor conviction despite the earlier revision.
FIRY EPS revision history → · Screener snapshot from 2026-07-21 →
FAQ: FIRY
Why did FIRY stock jump in July 2026?
FIRY gained 27.7% from $8.82 to $11.26 after an EPS growth revision to 27.0% and a subsequent $719 million court ruling against Papaya Gaming, which increased expected recovery by $300 million.
Is FIRY a buy after the rally?
The 28% rally reflects both an earnings estimate upgrade and a massive legal victory. The $719 million judgment provides a cash windfall and removes competitive risk, supporting a re-rating.
What caused FIRY's surge?
FIRY surged on an upward EPS growth estimate (to 27.0%) and a post-trial ruling that Papaya Gaming must disgorge $719 million in profits, reinforcing FIRY's market position in mobile gaming.
Why did KNSA stock jump in July 2026?
KNSA jumped 25.0% from $63.05 to $78.84 after analysts raised its forward EPS growth estimate to 39.7% on July 23.
The stock extended gains on July 28 when Kiniksa reported Q2 revenue of $243.6 million (up 55% YoY) and lifted full-year ARCALYST sales guidance to $980-$995 million. The company also launched the pivotal Phase 3 trial of KPL-387 for recurrent pericarditis, adding pipeline optionality to the commercial momentum.
KNSA EPS revision history → · Screener snapshot from 2026-07-23 →
FAQ: KNSA
Why did KNSA stock jump in July 2026?
KNSA rose 25.0% from $63.05 to $78.84 after an EPS growth revision to 39.7%, followed by strong Q2 results and a raised ARCALYST sales forecast to $980-$995 million.
What caused Kiniksa's surge?
The surge was triggered by an upward EPS estimate revision and confirmed by Q2 revenue of $243.6 million, 55% growth, and a $50 million increase to full-year ARCALYST guidance.
Is KNSA a buy after the rally?
With ARCALYST on track for ~$1 billion in 2026 sales and a promising Phase 3 pipeline, the 25% gain reflects strong fundamentals. The raised guidance suggests further upside if momentum continues.
Why did AMC stock jump in July 2026?
AMC jumped 17.7% from $2.20 to $2.59 after analysts raised its forward EPS growth estimate from 42.0% to 56.2% on July 21.
The revision reflected AMC's record Q2 results: revenue of $1.6 billion (up 14.2% YoY), adjusted EBITDA of $321.4 million (up 70%), and free cash flow of $190 million. Hit movies like 'The Super Mario Galaxy Movie' and 'The Odyssey' drove attendance, while CEO Adam Aron pushed back against bearish narrative, reinforcing confidence in the turnaround.
AMC EPS revision history → · Screener snapshot from 2026-07-21 →
FAQ: AMC
Why did AMC stock jump in July 2026?
AMC gained 17.7% from $2.20 to $2.59 after analysts boosted its EPS growth estimate from 42.0% to 56.2%, following a record Q2 with $1.6 billion revenue and $321 million adjusted EBITDA.
What caused AMC's surge?
The surge was driven by an upward EPS revision and strong Q2 earnings: revenue grew 14.2%, adjusted EBITDA hit an all-time high, and debt decreased by $1.7 billion since 2020.
Is AMC a buy after the rally?
Despite the 18% rally, the stock trades near $2.60 with improved fundamentals. The EPS revision to 56.2% growth suggests profitability is recovering, but dilution risk remains a concern.
Why did GENI stock jump in July 2026?
GENI jumped 17.3% from $6.37 to $7.47 after analysts raised its forward EPS growth estimate from 1069.9% to 1071.2% on July 22.
While the revision increment is small in percentage points, it confirms an exceptionally high growth trajectory from a low base. The stock also benefited from positive sentiment ahead of its Q2 2026 earnings release scheduled for August 6, and from sector tailwinds as sports betting data demand continues to expand globally.
GENI EPS revision history → · Screener snapshot from 2026-07-22 →
FAQ: GENI
Why did GENI stock jump in July 2026?
GENI rose 17.3% from $6.37 to $7.47 after analysts lifted its EPS growth estimate to 1071.2%, reinforcing expectations for a massive earnings rebound from a low base.
Is GENI a buy after the rally?
The 17% gain reflects confidence in Genius Sports' earnings trajectory. With Q2 results due August 6 and a 1071% EPS growth estimate, the stock may have further upside if results confirm the trend.
What caused GENI's surge?
The surge was driven by an upward EPS revision to 1071.2% growth and anticipation of Q2 results, with the company benefiting from growing sports betting data partnerships globally.
Today's top performers highlight the power of early EPS revision detection: CLF, FIRY, KNSA, AMC, and GENI all gained 17-37% as upward estimate changes were validated by strong earnings reports or transformative news events. The concentration in basic materials and communication services suggests a cyclical recovery theme and improving margins across sectors.
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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