ALAB +44.8% Leads EPS-Revision Screeners on July 29
On July 29-31, the EPS-revision screener flagged five stocks whose next-year growth estimates were raised. ALAB led with a 44.8% gain to $361.67, followed by AAOI (+39.6% to $131.63) and ASTS (+32.6% to $70.31). Q2 beat-and-raise reports from ALAB and SpaceX-led sector momentum reinforced the moves.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| ALAB | Technology | 2026-07-29 | N/A | +44.8% |
| AAOI | Technology | 2026-07-31 | N/A | +39.6% |
| ASTS | Technology | 2026-07-29 | +4.4pp | +32.6% |
| NDLS | Consumer Cyclical | 2026-07-27 | +125.0pp | +25.1% |
| FCEL | Industrials | 2026-07-29 | +1.3pp | +24.4% |
Why did ALAB stock jump in August 2026?
ALAB jumped 44.8% from $249.74 to $361.67 after analysts raised its next-year EPS growth estimate to 55.6% on July 29.
The screener caught the revision early; the market confirmed it on Aug 4 when Astera Labs reported record revenue of $392.4 million, up 104% year-over-year, and guided Scorpio fabric switches to become its largest product family a quarter early. That beat-and-raise turned a quiet rethink of next-year EPS into a 44.8% run. AI rack-scale connectivity demand is showing no signs of slowing.
ALAB EPS revision history → · Screener snapshot from 2026-07-29 →
FAQ: ALAB
Why did ALAB stock jump in August 2026?
ALAB jumped 44.8% from $249.74 to $361.67 after a July 29 EPS revision and a Q2 beat-and-raise report on Aug 4.
Is ALAB a buy after the rally?
ALAB trades at $361.67 with 55.6% projected next-year EPS growth; the Q2 report beat estimates with $392.4M revenue, but the post-earnings dip in extended trading warrants caution.
What is ALAB's EPS growth estimate?
ALAB's next-year EPS growth estimate is 55.6%, revised upward on July 29.
Why did AAOI stock jump in August 2026?
AAOI surged 39.6% from $94.32 to $131.63 after its next-year EPS growth estimate was revised to 454.2% on July 31.
No company-specific news hit the window, so the move is best explained by the scale of the revision: 454.2% projected next-year EPS growth implies a massive profitability inflection. Optical components and AI-interconnect names have been bid up across the board, and AAOI appears to be riding that sector wave. The screener flagged it on July 31, and price action since has validated the thesis.
AAOI EPS revision history → · Screener snapshot from 2026-07-31 →
FAQ: AAOI
Why did AAOI stock surge in late July 2026?
AAOI surged 39.6% from $94.32 to $131.63 after its next-year EPS growth estimate was revised to 454.2% on July 31.
What drives AAOI's EPS growth estimate?
The 454.2% next-year EPS growth estimate signals a sharp profitability turnaround, likely tied to AI data center optical demand.
Is AAOI a buy at $131.63?
AAOI's projected EPS growth is 454.2%, but no major earnings news in the window; the move is momentum and sector-driven rather than catalyst-based.
Why did ASTS stock jump in August 2026?
ASTS climbed 32.6% from $53.03 to $70.31 after its next-year EPS growth estimate was raised from 44.0% to 48.4% on July 29.
The revision landed just as excitement built toward SpaceX's first public earnings release on Aug 4, lifting the entire satellite-broadband complex. Barron's and MarketWatch both highlighted space stocks ripping into that print. ASTS rode that sector tailwind on top of its own upward estimate drift.
ASTS EPS revision history → · Screener snapshot from 2026-07-29 →
FAQ: ASTS
Why did ASTS stock climb in early August 2026?
ASTS climbed 32.6% from $53.03 to $70.31 after its next-year EPS growth estimate was raised from 44.0% to 48.4% on July 29.
What caused ASTS's surge?
The surge was reinforced by space-stock momentum ahead of SpaceX's first public earnings on Aug 4.
What is ASTS's EPS growth estimate?
ASTS's next-year EPS growth estimate is 48.4%, up from 44.0%.
Why did NDLS stock jump in August 2026?
NDLS gained 25.1% from $14.25 to $17.82 after analysts raised its next-year EPS growth estimate from 184.1% to 309.1% on July 27.
With no earnings news in the window, the 125-percentage-point upward revision stands out as the primary driver. It is the largest EPS growth revision in the screen, moving from 184.1% to 309.1%, and implies analysts see a dramatic cost or margin improvement ahead. Consumer-cyclical names with such steep estimate bumps often attract momentum buyers before results actually land.
NDLS EPS revision history → · Screener snapshot from 2026-07-27 →
FAQ: NDLS
Why did NDLS stock jump in July 2026?
NDLS gained 25.1% from $14.25 to $17.82 after analysts raised its next-year EPS growth estimate from 184.1% to 309.1% on July 27.
Is NDLS a buy after the rally?
NDLS's 309.1% next-year EPS growth estimate implies a major earnings recovery, but no company news was released in the window.
What caused NDLS's surge?
The surge came from a massive 125-percentage-point upward EPS revision, the largest in the screener's detection list.
Why did FCEL stock jump in August 2026?
FCEL rose 24.4% from $18.08 to $22.50 after its next-year EPS growth estimate was revised to 54.9% on July 29.
The 1.3pp revision is modest compared with peers, so the 24.4% move also reflects clean-energy and industrial sector strength. FCEL still trades with a 54.9% projected next-year EPS growth rate, keeping it on momentum screens. No news in the window means the move is largely estimate-driven and technical.
FCEL EPS revision history → · Screener snapshot from 2026-07-29 →
FAQ: FCEL
Why did FCEL stock rise in late July 2026?
FCEL rose 24.4% from $18.08 to $22.50 after its next-year EPS growth estimate was revised to 54.9% on July 29.
What is FCEL's EPS growth estimate?
FCEL's next-year EPS growth estimate is 54.9%, up from 53.6%.
Is FCEL a buy after the rally?
The 1.3pp revision is modest, so the 24.4% gain also reflects sector and clean-energy momentum, not just estimate changes.
Today's winners show that sharp EPS revisions—especially in AI infrastructure and satellite broadband—are being quickly validated by price action. With ALAB's beat-and-raise and SpaceX earnings drawing attention, momentum remains in high-growth revision 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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