MNTK Soars 41.5%: EPS Revisions Signal Renewables Revival
Montauk Renewables (MNTK) led the pack with a 41.5% surge, jumping from $1.76 to $2.49 after the screener flagged a 35.3% EPS growth estimate for next year on September 1. SK Hynix (SKHY) climbed 21.0% to $194.48 on memory chip pricing power, while Bloom Energy (BE) added 16.1% following its S&P 500 inclusion announcement.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| MNTK | Basic Materials | 2026-09-01 | N/A | +41.5% |
| SKHY | Technology | 2026-09-01 | N/A | +21.0% |
| BE | Industrials | 2026-09-03 | +1.7pp | +16.1% |
| COHR | Technology | 2026-09-01 | N/A | +12.8% |
| GOLD | Financial | 2026-09-02 | N/A | +12.7% |
Why did MNTK stock jump in September 2026?
MNTK jumped 41.5% (from $1.76 to $2.49) after analysts set a 35.3% EPS growth estimate for next year on September 1.
The screener detected the revision before the market fully priced it in, and momentum accelerated through September 9. No direct earnings news arrived in the window, suggesting the move was driven purely by estimate revision flow. The renewable methane producer sits in a basic materials sector that's gaining attention as energy transition plays rotate back into favor.
MNTK EPS revision history → · Screener snapshot from 2026-09-01 →
FAQ: MNTK
Why did MNTK stock jump in September 2026?
MNTK jumped 41.5% from $1.76 to $2.49 after analysts revised next-year EPS growth estimates to 35.3% on September 1, triggering strong buying momentum.
What is MNTK's EPS growth estimate?
MNTK's current EPS growth estimate for next year is 35.3%, which was the catalyst that drove the stock's 41.5% rally.
Is MNTK a buy after the rally?
The 35.3% EPS growth estimate and 41.5% price surge suggest improving fundamentals, but investors should note that no earnings news accompanied the move—the rally was driven purely by estimate revisions.
Why did SKHY stock jump in September 2026?
SKHY climbed 21.0% (from $160.78 to $194.48) after analysts raised next-year EPS growth to 35.0% on September 1, with memory chip pricing power reinforcing the move.
Kioxia's CEO dismissed manufacturing tie-up talks while admitting "prices have already risen enough"—evidence of pricing strength across the memory sector. Goldman strategists hold a 12,000 KOSPI target citing 35% earnings growth in 2027 for Korean chipmakers. SKHY is up roughly 157% year-to-date on AI-driven memory demand that continues to outpace supply.
SKHY EPS revision history → · Screener snapshot from 2026-09-01 →
FAQ: SKHY
Why did SKHY stock jump in September 2026?
SKHY jumped 21.0% from $160.78 to $194.48 after the screener detected a 35.0% next-year EPS growth estimate on September 1, reinforced by surging memory chip prices from AI demand.
What caused SKHY's surge?
The surge was driven by a 35.0% EPS growth revision plus sector news showing Kioxia admitting memory prices have "risen enough," confirming sustained pricing power.
What is SKHY's EPS growth estimate?
SKHY's next-year EPS growth estimate is 35.0%, aligning with Goldman's KOSPI target expectations of roughly 35% earnings growth for Korean chipmakers in 2027.
Why did BE stock jump in September 2026?
BE gained 16.1% (from $235.55 to $273.54) after analysts raised its EPS growth estimate by 1.7 percentage points to 84.1% on September 3, and the S&P 500 inclusion announcement accelerated the move.
Bloom Energy joins the index on September 21—the first energy stock added since 2022—triggering forced buying from index funds. UBS raised its price target to $325 from $300 after the inclusion news, implying another 28% upside. The combination of revision momentum and passive fund flows created a powerful catalyst stack.
BE EPS revision history → · Screener snapshot from 2026-09-03 →
FAQ: BE
Why did BE stock jump in September 2026?
BE jumped 16.1% from $235.55 to $273.54 after analysts raised its EPS growth estimate to 84.1% on September 3, with S&P 500 inclusion announced two days later amplifying the rally.
Is BE a buy after the rally?
UBS raised its price target to $325 from $300 with a Buy rating, implying over 28% upside, citing S&P 500 inclusion as a significant positive catalyst for passive ownership.
What is BE's EPS growth estimate?
BE's next-year EPS growth estimate was revised upward by 1.7 percentage points to 84.1%, one of the strongest growth profiles in the Industrials sector.
Why did COHR stock jump in September 2026?
COHR rose 12.8% (from $272.03 to $306.79) after analysts set next-year EPS growth at 49.0% on September 1, with AI connectivity demand providing sector tailwinds.
MarketWatch highlighted optical connectivity names as the next AI wave, and Ciena's earnings beat on AI-driven demand reinforced the thesis. Coherent supplies the photonics and laser components that AI data centers increasingly require. The stock has outpaced the broader tech sector as AI infrastructure spending rotates toward connectivity enablers.
COHR EPS revision history → · Screener snapshot from 2026-09-01 →
FAQ: COHR
Why did COHR stock jump in September 2026?
COHR jumped 12.8% from $272.03 to $306.79 after the screener caught a 49.0% next-year EPS growth estimate on September 1, with AI connectivity demand driving sector momentum.
What is COHR's EPS growth estimate?
COHR's next-year EPS growth estimate stands at 49.0%, reflecting strong AI-driven demand for photonics and laser components in data center buildouts.
What caused COHR's surge?
The surge followed the 49.0% EPS revision plus analyst commentary identifying connectivity stocks as the next AI wave, with Ciena's earnings beat confirming strong sector fundamentals.
Why did GOLD stock jump in September 2026?
GOLD advanced 12.7% (from $43.82 to $49.40) after analysts pegged next-year EPS growth at 29.2% on September 2, with a blowout earnings report confirming the trajectory.
Fiscal Q4 revenue nearly doubled to $5 billion, up 99% year-over-year, while full-year revenue grew 132% to $25.5 billion. The Tether partnership delivered tangible results in secured lending and high-volume trading, and gold ounces sold climbed 51% in Q4. Adjusted EPS of $0.83 smashed expectations, validating the upward revision flow.
GOLD EPS revision history → · Screener snapshot from 2026-09-02 →
FAQ: GOLD
Why did GOLD stock jump in September 2026?
GOLD jumped 12.7% from $43.82 to $49.40 after analysts set next-year EPS growth at 29.2% on September 2, confirmed days later by Q4 revenue nearly doubling to $5 billion.
What is GOLD's EPS growth estimate?
GOLD's next-year EPS growth estimate is 29.2%, supported by full-year revenue growth of 132% and a 164% surge in adjusted net income before taxes.
Is GOLD a buy after the rally?
With adjusted Q4 EPS of $0.83, revenue up 99%, and 29.2% next-year EPS growth expected, the fundamentals support continued upside, though retail demand softened from Q3 peaks.
Today's performers signal that earnings estimate revisions remain the most reliable leading indicator — every stock that gained had its next-year growth estimate lifted first. The concentration of gains in AI infrastructure (SKHY, COHR, BE) and precious metals (GOLD, MNTK) suggests capital is rotating toward growth cyclicality over defensive stability.
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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