MNTK Surges 42% on EPS Revision; BE Gains 17.7% on S&P 500 Inclusion
On September 8, 2026, the top gainer from our EPS revision screener was Montauk Renewables (MNTK), up 42.0% since detection on September 1, driven by a revised next-year EPS growth estimate of 35.3%. Bloom Energy (BE) jumped 17.7% after analysts raised its EPS growth estimate to 84.1% and S&P 500 inclusion news fueled a rally. Atara Biotherapeutics (ATRA), Robinhood (HOOD), and SK Hynix (SKHY) also posted double-digit gains, each tied to upward EPS revisions and supportive catalysts.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| MNTK | Basic Materials | 2026-09-01 | N/A | +42.0% |
| BE | Industrials | 2026-09-03 | +1.7pp | +17.7% |
| ATRA | Healthcare | 2026-08-31 | +79.7pp | +14.9% |
| HOOD | Financial | 2026-09-01 | N/A | +13.4% |
| SKHY | Technology | 2026-08-31 | N/A | +12.7% |
Why did MNTK stock jump in September 2026?
MNTK jumped 42.0% (from $1.76 to $2.50) after analysts raised its forward EPS growth estimate to 35.3% on September 1.
The Basic Materials sector has seen renewed interest in renewable energy plays as policy tailwinds strengthen. Despite no direct earnings news in the detection window, the move reflects growing conviction in Montauk's landfill-to-energy model and its long-term contracted revenue stream.
MNTK EPS revision history → · Screener snapshot from 2026-09-01 →
FAQ: MNTK
Why did MNTK stock jump recently?
MNTK surged 42.0% after its next-year EPS growth estimate was revised to 35.3%, signaling improved earnings outlook for the renewable energy company.
Is MNTK a buy after the rally?
MNTK's 42% gain reflects upgraded EPS estimates, but investors should assess whether the 35.3% growth is sustainable given the lack of direct earnings news.
What is MNTK's EPS growth estimate?
MNTK's current next-year EPS growth estimate is 35.3%, as revised upward on September 1, 2026.
Why did BE stock jump in September 2026?
BE jumped 17.7% (from $235.55 to $277.22) after analysts raised its next-year EPS growth estimate from 82.4% to 84.1% on September 3.
The gain was amplified by S&P 500 inclusion announced on September 4, with shares rising 7.4% on the day and further after-hours. UBS raised its price target to $325, citing a historic boost from index inclusion and passive fund inflows.
BE EPS revision history → · Screener snapshot from 2026-09-03 →
FAQ: BE
Why did BE stock jump?
BE stock gained 17.7% after its EPS growth estimate was revised up to 84.1% and it was added to the S&P 500, driving passive buying.
What caused BE's surge?
The surge was fueled by S&P 500 inclusion (effective Sept. 21) and a UBS price target hike to $325, alongside an upward EPS revision.
What is BE's EPS growth estimate?
BE's next-year EPS growth estimate now stands at 84.1%, up from 82.4% before the revision.
Why did ATRA stock jump in September 2026?
ATRA climbed 14.9% (from $8.90 to $10.23) after analysts slashed its expected next-year EPS loss, revising growth from 156.4% to 236.2% on August 31.
The dramatic improvement likely stems from reduced R&D costs and a clearer path to commercialization for its lead therapy. With no direct news, the move reflects the market's repricing of Atara's earnings trajectory.
ATRA EPS revision history → · Screener snapshot from 2026-08-31 →
FAQ: ATRA
Why did ATRA stock jump?
ATRA rose 14.9% after its next-year EPS growth estimate was revised up to 236.2%, indicating a major improvement in expected profitability.
Is ATRA a buy after the rally?
The rally reflects a positive EPS revision, but investors should monitor clinical and regulatory progress to confirm the projected growth.
What is ATRA's EPS growth estimate?
ATRA's next-year EPS growth estimate was revised to 236.2%, up sharply from 156.4%.
Why did HOOD stock jump in September 2026?
HOOD jumped 13.4% (from $103.51 to $117.34) after analysts raised its forward EPS growth estimate to 34.2% on September 1.
The rally was reinforced by a 17% single-day surge on September 3, leading the S&P 500, after Morgan Stanley upgraded the stock to 'overweight' with a $150 target and Scotiabank launched bullish coverage. Rising bitcoin prices also boosted Robinhood's crypto trading volumes.
HOOD EPS revision history → · Screener snapshot from 2026-09-01 →
FAQ: HOOD
Why did HOOD stock jump?
HOOD gained 13.4% after its EPS growth estimate was revised to 34.2%, with analyst upgrades and a bitcoin rally amplifying the move.
What caused HOOD's surge?
A 17% surge on September 3 was driven by Morgan Stanley's upgrade to 'overweight' and bitcoin prices approaching $81,500.
What is HOOD's EPS growth estimate?
HOOD's next-year EPS growth estimate is 34.2%, as revised on September 1, 2026.
Why did SKHY stock jump in September 2026?
SKHY gained 12.7% (from $164.58 to $185.55) after analysts raised its next-year EPS growth estimate to 34.4% on August 31.
The ADR benefits from surging memory chip demand, with SK Hynix up 157% year-to-date. A Goldman Sachs strategist maintains a 12,000 KOSPI target, expecting 360% earnings growth for index members this year, underscoring the strength of the memory cycle.
SKHY EPS revision history → · Screener snapshot from 2026-08-31 →
FAQ: SKHY
Why did SKHY stock jump?
SKHY rose 12.7% after its EPS growth estimate was revised to 34.4%, reflecting robust memory chip earnings expectations.
Is SKHY a buy after the rally?
With a revised EPS growth estimate of 34.4% and strong sector tailwinds, SKHY's outlook remains positive, but valuation and market volatility warrant caution.
What is SKHY's EPS growth estimate?
SKHY's next-year EPS growth estimate is 34.4%, as revised on August 31, 2026.
Today's movers highlight a market that rewards upward EPS revisions, particularly in sectors with clear catalysts like index inclusion (BE) or strong commodity cycles (SKHY, MNTK). This suggests investors are prioritizing earnings momentum over macro headlines.
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.
Explore today's full screener →