SHAZ leads EPS-revision movers with 45.4% gain as AI capacity surges
Today's EPS-revision screeners show strong gains led by SharonAI Holdings (SHAZ) jumping 45.4% to $72.39 after its forward EPS growth estimate hit 86.2%, driven by a surge in AI factory capacity and a $4.9 billion NVIDIA deal. Sandisk (SNDK) followed with a 33.3% rise on upgraded Q2 numbers and an NAND demand inflection. Calumet (CLMT) and Aurora Cannabis (ACB) also posted double-digit gains on upward revisions, while Nyxoah (NYXH) moved 22.1% on a smaller estimate lift. The common thread: upward EPS revisions are triggering strong price confirmation, especially in tech and AI-linked names.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| SHAZ | Technology | 2026-08-07 | N/A | +45.4% |
| SNDK | Technology | 2026-08-07 | N/A | +33.3% |
| CLMT | Basic Materials | 2026-08-09 | +11.7pp | +22.9% |
| ACB | Healthcare | 2026-08-06 | +16.1pp | +22.8% |
| NYXH | Healthcare | 2026-08-06 | +7.0pp | +22.1% |
Why did SHAZ stock jump in August 2026?
SHAZ jumped 45.4% (from $49.79 to $72.39) after its EPS next-year growth estimate rose to 86.2% on August 7, driven by a surge in AI factory capacity to 212MW from 132MW.
The revision was reinforced by a $4.9 billion NVIDIA compute collaboration and $8.8 billion in contracted revenue, with demand exceeding supply and GPU pricing above $4 per hour. The market confirmed the estimate move within a week, as capital raises and take-or-pay agreements underpinned the EPS growth outlook. This is a case where the screener caught the estimate lift early, and revenue recognition lag (Q4 2026) didn't deter buyers betting on forward capacity.
SHAZ EPS revision history → · Screener snapshot from 2026-08-07 →
FAQ: SHAZ
Why did SHAZ stock jump in August 2026?
SHAZ rose 45.4% to $72.39 after its EPS growth estimate for next year was revised up to 86.2% on August 7, highlighted by a surge in AI factory capacity and a major NVIDIA contract.
Is SHAZ a buy after the rally?
The 45.4% rally reflects strong capacity growth and contracted revenue, but revenue recognition only starts in Q4 2026, so early buyers are betting on forward execution—proceed with caution.
What is SHAZ's EPS growth estimate?
SHAZ's current EPS growth estimate for next year is 86.2%, a level that prompted a strong price response after the August 7 revision.
Why did SNDK stock jump in August 2026?
SNDK jumped 33.3% (from $1212.21 to $1616.27) after its forward EPS growth estimate was revised to 25.6% by August 7, with the move extending into August 14 on an investor-day upgrade.
JPMorgan's Overweight rating with a $2,250 target highlighted Sandisk's new long-term agreements, which reset margins to around 80% and secured $94 billion in contract value, reducing cyclicality. The NAND TAM is expected to expand from $70 billion to over $300 billion by 2026, driven by AI inference workloads. The EPS revision was confirmed by price action as analysts cheered the business model shift toward sustainable margins.
SNDK EPS revision history → · Screener snapshot from 2026-08-07 →
FAQ: SNDK
Why did SNDK stock jump in August 2026?
SNDK gained 33.3% after its EPS growth estimate was revised to 25.6% on August 7, with further catalysts from an investor day and JPMorgan upgrade to Overweight with a $2,250 target.
Is SNDK a buy after the rally?
Analysts are bullish, citing $94 billion in contracts and ~80% gross margins, but the stock has already rallied 33.3%—investors should weigh the growth against the cyclicality risk.
What is SNDK's EPS growth estimate?
SNDK's forward EPS growth estimate for next year is 25.6%, reflecting expectations of strong NAND demand from AI inference.
Why did CLMT stock jump in August 2026?
CLMT jumped 22.9% (from $39.48 to $48.54) after its next-year EPS estimate was revised up from 159.1% to 170.8% (an 11.7 pp lift) on August 9.
The revision was supported by Q2 earnings showing $175 million in adjusted EBITDA despite turnarounds, as over 10% of global base oil capacity remains offline, keeping prices elevated. The company's integrated specialty model and MaxSAF 150 expansion progress also boosted confidence. The move reflects both the estimate upgrade and the market's reward for executing through a favorable supply-demand imbalance.
CLMT EPS revision history → · Screener snapshot from 2026-08-09 →
FAQ: CLMT
Why did CLMT stock jump in August 2026?
CLMT rose 22.9% to $48.54 after its EPS growth estimate for next year was revised up from 159.1% to 170.8%, with Q2 EBITDA of $175 million confirming operational strength.
Is CLMT a buy after the rally?
Given the strong EBITDA and tight base oil market, the upward revision supports buying, but investors should watch for potential supply additions that could pressure margins.
What is CLMT's EPS growth estimate?
CLMT's next-year EPS growth estimate now stands at 170.8%, up from 159.1% after the August 9 revision.
Why did ACB stock jump in August 2026?
ACB jumped 22.8% (from $2.98 to $3.66) after its next-year EPS growth estimate was revised up from 91.5% to 107.5% (a 16.1 pp lift) on August 6.
The revision was reinforced by the company's AGM results on August 10, where shareholders approved all resolutions, including a say-on-pay, signaling stability and support for the medical-first strategy. The move comes amid broader interest in cannabis names with improving profitability, as the upward EPS revision points to stronger forward earnings. The stock's low price base amplified the percentage gain, but the estimate lift was the primary driver.
ACB EPS revision history → · Screener snapshot from 2026-08-06 →
FAQ: ACB
Why did ACB stock jump in August 2026?
ACB gained 22.8% to $3.66 after its next-year EPS growth estimate was revised up to 107.5% on August 6, with AGM approvals adding confidence in the execution strategy.
Is ACB a buy after the rally?
The upward revision to 107.5% EPS growth is positive, but the stock is still cheap and volatile; investors should gauge the sustainability of medical cannabis revenue.
What is ACB's EPS growth estimate?
ACB's next-year EPS growth estimate is now 107.5%, up from 91.5% after the August 6 revision.
Why did NYXH stock jump in August 2026?
NYXH jumped 22.1% (from $1.31 to $1.60) after its next-year EPS growth estimate was revised up from 27.8% to 34.8% (a 7.0 pp lift) on August 6, with no earnings news in the window to overshadow the estimate move.
The gain likely reflects investor optimism in the sleep apnea medical device space, as the tighter EPS estimate signals improving profitability ahead. Without specific catalysts, the move appears driven by the screener's early detection of the revision, with the market pricing in the improved outlook. The stock remains speculative, but the upward revision is a positive signal for forward earnings.
NYXH EPS revision history → · Screener snapshot from 2026-08-06 →
FAQ: NYXH
Why did NYXH stock jump in August 2026?
NYXH rose 22.1% to $1.60 after its next-year EPS growth estimate was revised up from 27.8% to 34.8%, with no major news, pointing to early market recognition of the improvement.
Is NYXH a buy after the rally?
The EPS revision suggests improving fundamentals, but with a market cap that remains small and no news to confirm the move, only risk-tolerant investors should consider entry.
What is NYXH's EPS growth estimate?
NYXH's next-year EPS growth estimate is now 34.8%, up from 27.8% after the August 6 revision.
Today's movers underscore that upward EPS revisions are being rewarded quickly, particularly in tech and AI-linked sectors where capacity and demand narratives support the math. The pattern suggests investors are actively screening for estimate upgrades, turning revisions into tradable catalysts.
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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