MNTK leads EPS-revision surge: +39.8% as growth estimates climb to 35.3%
Montauk Renewables (MNTK) jumped 39.8% since September 1, when the screener flagged a 35.3% next-year EPS growth estimate, outpacing other top movers. SK Hynix (SKHY) gained 23.5% on AI memory demand, while Bloom Energy (BE) rose 14.3% on S&P 500 inclusion. The common thread: upward EPS revisions were confirmed by price action and sector catalysts.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| MNTK | Basic Materials | 2026-09-01 | N/A | +39.8% |
| SKHY | Technology | 2026-09-01 | N/A | +23.5% |
| TELA | Healthcare | 2026-09-03 | +8.4pp | +16.7% |
| BE | Industrials | 2026-09-03 | +1.7pp | +14.3% |
| GOLD | Financial | 2026-09-02 | N/A | +12.6% |
Why did MNTK stock jump in September 2026?
MNTK jumped 39.8% from $1.76 to $2.46 after analysts set next-year EPS growth at 35.3%, detected on September 1.
The move came with no earnings-specific news, but the basic materials sector saw broad strength from renewable energy policy tailwinds. The screener's early detection caught the revision before the market fully repriced the stock, and the sustained gain suggests institutional accumulation. With the revision to 35.3% growth, the stock's current valuation may still offer upside if the estimate holds.
MNTK EPS revision history → · Screener snapshot from 2026-09-01 →
FAQ: MNTK
Why did MNTK stock jump in September 2026?
MNTK rose 39.8% from $1.76 to $2.46 after its next-year EPS growth estimate was revised to 35.3%, detected on September 1. The gain occurred without earnings-specific news, pointing to sector strength and estimate-driven buying.
Is MNTK a buy after the rally?
MNTK's 35.3% EPS growth estimate and 39.8% price gain since detection suggest strong momentum, but investors should watch for confirmation in upcoming earnings. The lack of news catalysts means the revision alone is driving the move.
What caused MNTK's surge?
The surge was driven by an upward EPS revision to 35.3% growth for next year, detected on September 1, with no earnings-related news in the window. The stock moved from $1.76 to $2.46, a 39.8% gain, as the market priced in the improved outlook.
Why did SKHY stock jump in September 2026?
SKHY jumped 23.5% from $160.78 to $198.63 after analysts set next-year EPS growth at 35.0%, detected on September 1.
The catalyst arrived on September 9 when OpenAI signed letters of intent with SK Hynix to supply memory for Stargate infrastructure, driving shares nearly 5% higher. The stock has gained about 157% year-to-date, supported by a 76% operating margin in Q2, though it trades 68.85% above its GF Value estimate. The AI memory demand story remains central, but valuations demand execution on new capacity.
SKHY EPS revision history → · Screener snapshot from 2026-09-01 →
FAQ: SKHY
Why did SKHY stock jump in September 2026?
SKHY gained 23.5% from $160.78 to $198.63 after analysts projected 35.0% next-year EPS growth. The September 9 news of OpenAI's letters of intent with SK Hynix for AI memory supply added a fresh catalyst.
Is SKHY a buy after the rally?
SKHY's 35.0% EPS growth estimate and AI memory demand tailwind are compelling, but the stock trades 68.85% above its GF Value, implying rich valuation. Investors should weigh growth potential against execution risks.
What caused SKHY's surge?
The surge was driven by an upward EPS revision to 35.0% growth combined with OpenAI's commitment to memory supply for Stargate. The stock rose from $160.78 to $198.63 in eight days.
Why did TELA stock jump in September 2026?
TELA jumped 16.7% from $0.78 to $0.91 after its next-year EPS growth estimate was revised up from 25.8% to 34.2% on September 3.
The healthcare sector has seen renewed interest in medical device makers with improving profitability outlooks. The screener caught the +8.4 percentage point revision early, and the price gain confirms the market's positive response. Without earnings-specific news, the move reflects pure estimate-driven momentum.
TELA EPS revision history → · Screener snapshot from 2026-09-03 →
FAQ: TELA
Why did TELA stock jump in September 2026?
TELA gained 16.7% from $0.78 to $0.91 after its next-year EPS growth estimate was revised from 25.8% to 34.2%. The revision was detected on September 3, and the move occurred without earnings-specific news.
Is TELA a buy after the rally?
TELA's EPS growth estimate jump of 8.4 percentage points to 34.2% signals improving fundamentals, but the stock's low price and lack of news catalysts suggest caution. Monitor upcoming earnings for confirmation.
What is TELA's EPS growth estimate?
TELA's next-year EPS growth estimate stands at 34.2%, up from 25.8% prior to the revision. The stock's price gain followed this positive estimate change.
Why did BE stock jump in September 2026?
BE jumped 14.3% from $235.55 to $269.28 after analysts raised its next-year EPS growth estimate from 82.4% to 84.1% on September 3.
The move was amplified by S&P 500 inclusion announced on September 4, with shares up 7.4% on that news and another 6% after-hours. UBS raised its price target to $325, implying over 28% upside, citing passive inflows and BE's status as the first energy stock added since 2022. The combination of an upward EPS revision and index inclusion has created strong momentum into the September 21 inclusion date.
BE EPS revision history → · Screener snapshot from 2026-09-03 →
FAQ: BE
Why did BE stock jump in early September 2026?
BE gained 14.3% from $235.55 to $269.28 after its EPS growth estimate was raised from 82.4% to 84.1%, with S&P 500 inclusion adding a further catalyst. The stock rallied on September 4 after the index announcement.
What caused BE's surge?
BE's surge was driven by two factors: an upward EPS revision to 84.1% growth and S&P 500 inclusion, which triggers passive fund buying. UBS also raised its price target to $325.
Is BE a buy after the rally?
BE's 84.1% EPS growth estimate and S&P 500 inclusion are strong positives, with UBS seeing over 28% upside. However, the stock has already risen significantly, so investors should consider valuation.
Why did GOLD stock jump in September 2026?
GOLD jumped 12.6% from $43.82 to $49.33 after analysts set next-year EPS growth at 29.2%, detected on September 2.
The company's fiscal Q4 revenue nearly doubled to $5 billion, up 99% year-over-year, with full-year revenue up 132% to $25.5 billion. Net income for the year reached $82.3 million, or $3.02 per diluted share, while gold ounces sold rose 24% to 2 million. The earnings call highlighted strength in wholesale and institutional segments, offsetting a retail slowdown from high interest rates.
GOLD EPS revision history → · Screener snapshot from 2026-09-02 →
FAQ: GOLD
Why did GOLD stock jump in September 2026?
GOLD gained 12.6% from $43.82 to $49.33 after analysts set next-year EPS growth at 29.2%, detected on September 2. The move followed the company's Q4 earnings report showing revenue nearly doubled to $5 billion.
Is GOLD a buy after the rally?
GOLD's 29.2% EPS growth estimate and strong Q4 results, including a 99% revenue increase, support a positive outlook. The company sold 2 million gold ounces in fiscal 2026, up 24% year-over-year.
What caused GOLD's surge?
GOLD's surge came after an EPS revision to 29.2% growth, coinciding with Q4 earnings that beat expectations. Revenue climbed to $5 billion, up 99% from the prior-year quarter, and adjusted EPS came in at $0.83.
Today's top movers confirm that upward EPS revisions paired with catalysts—whether index inclusion or AI demand—resonate with investors. The pattern suggests the market is rewarding estimates that exceed prior expectations, especially in high-growth sectors.
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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