CSAI Leads EPS Revision Surge +45% as AI Optics Names Soar
CSAI jumped 45.2% after its next-year EPS growth estimate was revised to 37.5%, with no earnings news — pure estimate-driven momentum. INSM rose 34.4% after raising BRINSUPRI guidance, while AAOI gained 31.7% on record revenue and an EPS beat. KLTR added 22.9% after its forward EPS estimate more than doubled on record AI deal momentum.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| CSAI | Technology | 2026-08-04 | N/A | +45.2% |
| INSM | Healthcare | 2026-07-31 | N/A | +34.4% |
| ADIL | Healthcare | 2026-08-03 | N/A | +31.9% |
| AAOI | Technology | 2026-07-31 | N/A | +31.7% |
| KLTR | Technology | 2026-08-04 | +141.6pp | +22.9% |
Why did CSAI stock jump in August 2026?
CSAI jumped 45.2% (from $3.94 to $5.72) after its next-year EPS growth estimate was revised to 37.5% on August 4, with no earnings news in the window.
The move came purely from the EPS revision catalyst, as the screener detected the estimate change before the market fully priced it in. Given no company-specific news, the rally likely reflects algorithmic and momentum traders responding to the improved earnings outlook in the small-cap tech space.
CSAI EPS revision history → · Screener snapshot from 2026-08-04 →
FAQ: CSAI
Why did CSAI stock jump?
CSAI jumped 45.2% from $3.94 to $5.72 after its next-year EPS growth estimate was revised to 37.5%, with no earnings news in the window.
Is CSAI a buy after the rally?
The rally was driven by an EPS revision, but with no fundamental news, consider the sustainability of the upgrade before buying.
What is CSAI's EPS growth estimate?
CSAI's next-year EPS growth estimate is 37.5%, revised upward on August 4.
Why did INSM stock jump in August 2026?
INSM jumped 34.4% (from $98.60 to $132.55) after its next-year EPS growth estimate was revised to 113.0% on July 31, ahead of strong earnings news on August 6.
Q2 BRINSUPRI revenue surged 49% sequentially to $309.2M, prompting a guidance raise to $1.25–$1.4B and peak sales of >$7B. The EPS revision and the subsequent earnings beat confirm an accelerating growth trajectory for the rare-disease biopharma.
INSM EPS revision history → · Screener snapshot from 2026-07-31 →
FAQ: INSM
Why did INSM stock jump?
INSM rose 34.4% after its next-year EPS estimate was revised to 113% growth, and Q2 earnings beat with BRINSUPRI revenue up 49% sequentially.
Is INSM a buy after the rally?
The EPS revision and raised guidance suggest strong fundamentals, but consider valuation after the 34% rally.
What is INSM's EPS growth estimate?
INSM's next-year EPS growth estimate is 113.0%, reflecting strong expected earnings acceleration.
Why did ADIL stock jump in August 2026?
ADIL jumped 31.9% (from $3.64 to $4.80) after its next-year EPS growth estimate was revised to 60.7% on August 3, with no earnings news in the window.
The gain aligns with the broader biotech momentum seen in INSM, but ADIL's move appears purely estimate-driven. The revision signaled improving profitability expectations, which likely attracted momentum buyers.
ADIL EPS revision history → · Screener snapshot from 2026-08-03 →
FAQ: ADIL
Why did ADIL stock jump?
ADIL rose 31.9% from $3.64 to $4.80 after its next-year EPS growth estimate was revised to 60.7%, with no earnings news.
What caused ADIL's surge?
The surge was driven by a positive EPS estimate revision, which improved market sentiment despite no company news.
What is ADIL's EPS growth estimate?
ADIL's next-year EPS growth estimate is 60.7%, revised upward on August 3.
Why did AAOI stock jump in August 2026?
AAOI jumped 31.7% (from $94.32 to $124.22) after its next-year EPS growth estimate was revised to 454.2% on July 31, later confirmed by Q2 earnings that beat expectations on August 6.
The company reported record revenue of $191.9M and returned to non-GAAP profitability, with 800G product volume more than doubling sequentially. Guidance for Q3 revenue of $255–$290M and EPS of $0.11–$0.26 further reinforced the strong demand narrative, making the EPS revision a leading indicator of the price surge.
AAOI EPS revision history → · Screener snapshot from 2026-07-31 →
FAQ: AAOI
Why did AAOI stock jump?
AAOI rose 31.7% after its next-year EPS estimate was revised to 454% growth, and Q2 earnings beat with record revenue.
Is AAOI a buy after the rally?
Given the strong revenue growth and raised guidance, AAOI may have upside, but the stock has tripled this year already.
What is AAOI's EPS growth estimate?
AAOI's next-year EPS growth estimate is 454.2%, reflecting accelerated earnings growth expectations.
Why did KLTR stock jump in August 2026?
KLTR jumped 22.9% (from $1.40 to $1.72) after its next-year EPS growth estimate was revised from 6419.1% to 6560.7% (a 141.6pp jump) on August 4, ahead of Q2 earnings that beat expectations on August 5.
The company reported record AI deal momentum, with 14 AI-related deals signed, and raised full-year guidance for revenue and adjusted EBITDA. The EPS revision and the subsequent earnings call highlights validated the accelerating profitability trajectory.
KLTR EPS revision history → · Screener snapshot from 2026-08-04 →
FAQ: KLTR
Why did KLTR stock jump?
KLTR rose 22.9% after its next-year EPS estimate was revised upward, and Q2 earnings beat with record AI deals and raised guidance.
What caused KLTR's surge?
The surge was driven by an EPS estimate revision and strong Q2 results, including record AI-related deals and higher guidance.
What is KLTR's EPS growth estimate?
KLTR's next-year EPS growth estimate is 6560.7%, a 141.6pp revision upward.
Today's performers highlight that EPS estimate revisions are powerful catalysts, especially when confirmed by strong earnings and raised guidance. The concentrated gains in technology and healthcare suggest investors are rewarding companies with accelerating profitability and high-growth product momentum.
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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