MSTR Jumps 30%, HYFT 27.8%, ABTC 26.5%, YSS 25.6% as EPS Estimates Rise
Strategy Inc (MSTR) led our EPS revision screener's top performers with a 30.0% gain since September 15, driven by upward EPS estimate revisions and a broad cryptocurrency rally that pushed Bitcoin toward $85,000. MindWalk Holdings (HYFT) rose 27.8% after reporting 21% revenue growth and 59% gross margins in its Q1 FY2027 earnings. American Bitcoin Corp (ABTC) gained 26.5% on BTIG's initiation with a Buy rating and $15 price target, while York Space Systems (YSS) advanced 25.6% and Credo Technology (CRDO) climbed 24.8% in quiet trading.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| MSTR | Technology | 2026-09-15 | +2.8pp | +30.0% |
| HYFT | Healthcare | 2026-09-15 | N/A | +27.8% |
| ABTC | Financial | 2026-09-16 | +4.2pp | +26.5% |
| YSS | Industrials | 2026-09-15 | N/A | +25.6% |
| CRDO | Technology | 2026-09-14 | +1.2pp | +24.8% |
Why did MSTR stock jump in September 2026?
MSTR jumped 30.0% from $129.60 to $168.50 after analysts raised its next-year EPS growth estimate from 158.1% to 160.9% on September 15.
The cryptocurrency sector rallied sharply as Bitcoin moved back toward $85,000, its highest level since January, following the Federal Reserve's policy meeting last week. Analysts issued multiple bullish notes on crypto equities, with Clear Street lifting its Coinbase price target to $224 and Morgan Stanley initiating coverage at $250. Strategy's peers Coinbase and Circle Internet Group both surged on the same day, confirming the sector-wide momentum that carried MSTR higher.
MSTR EPS revision history → · Screener snapshot from 2026-09-15 →
FAQ: MSTR
Why did MSTR stock jump?
MSTR gained 30% since September 15 due to upward EPS estimate revisions and a broader cryptocurrency rally as Bitcoin approached $85,000.
Is MSTR a buy after the rally?
Analysts remain bullish on crypto equities, with MSTR benefiting from its position as one of the largest corporate Bitcoin holders and the recent wave of analyst price target increases across the sector.
What is MSTR's EPS growth estimate?
MSTR's next-year EPS growth estimate was revised upward from 158.1% to 160.9%, a 2.8 percentage point increase.
Why did HYFT stock jump in September 2026?
HYFT jumped 27.8% from $1.15 to $1.47 after reporting 21% year-over-year revenue growth to $3.8 million in Q1 FY2027, detected by our screener on September 15.
The company launched its ReefIQ data platform commercially and expanded gross margins to 59% from 48% a year earlier. Additionally, MindWalk secured a binding commitment for a $30 million revolving credit facility at a fixed 7% rate, providing balance-sheet flexibility without dilution. The commercial funnel shifted to 80% partnership-based arrangements, positioning the company for larger enterprise deals with 19 of the top 20 global pharmaceutical companies.
HYFT EPS revision history → · Screener snapshot from 2026-09-15 →
FAQ: HYFT
Why did HYFT stock surge?
HYFT surged 27.8% after reporting 21% revenue growth, 59% gross margins, and launching its ReefIQ platform in Q1 FY2027.
Is HYFT a buy after the rally?
HYFT's revenue hit a fifth consecutive quarter of year-over-year growth, and its $30 million credit facility provides capital without share dilution, though the company continues to operate at a net loss.
What caused HYFT's surge?
HYFT's surge followed its Q1 FY2027 earnings call highlighting 21% revenue growth, a commercial pivot to platform partnerships, and the validation of OpenFold3 on AMD Instinct MI325X GPUs.
Why did ABTC stock jump in September 2026?
ABTC gained 26.5% from $8.14 to $10.30 after BTIG initiated coverage with a Buy rating and $15 price target on September 16, reinforcing its upward EPS growth revision from 100.0% to 104.2%.
BTIG cited American Bitcoin's growing Bitcoin treasury of approximately 8,000 coins, making it one of the larger publicly traded U.S. corporate holders. The company mined 932 Bitcoin in the second quarter at a cost of about $36,500 per coin. BTIG's price target implies over 88% upside, supported by expectations of continued Bitcoin price appreciation and adoption growth.
ABTC EPS revision history → · Screener snapshot from 2026-09-16 →
FAQ: ABTC
Why did ABTC stock jump?
ABTC jumped 26.5% after BTIG initiated coverage with a Buy rating and $15 price target on September 16, citing the company's Bitcoin mining operations and treasury holdings.
What is ABTC's EPS growth estimate?
ABTC's next-year EPS growth estimate was revised upward from 100.0% to 104.2%, a 4.2 percentage point increase.
Is ABTC a buy after the rally?
BTIG's $15 price target implies over 88% upside from the current price, driven by ABTC's approximately 8,000 Bitcoin holdings and mining cost of $36,500 per coin.
Why did YSS stock jump in September 2026?
YSS rose 25.6% from $7.77 to $9.76 after our EPS revision screener flagged its next-year growth estimate of 72.8% on September 15.
York Space Systems operates in the industrial space sector, benefiting from sustained demand for satellite and defense-related infrastructure. The stock appeared in a MarketWatch screen of beaten-down stocks with historical January bounce potential on September 21, drawing additional investor attention. The absence of company-specific news suggests the move reflects sector rotation into industrials and positive sentiment around space infrastructure spending.
YSS EPS revision history → · Screener snapshot from 2026-09-15 →
FAQ: YSS
Why did YSS stock jump?
YSS jumped 25.6% since September 15, driven by its 72.8% EPS growth estimate and broader sector rotation into space and industrial infrastructure stocks.
Is YSS a buy after the rally?
YSS's 72.8% next-year EPS growth estimate positions it as a high-growth industrial play, though the recent 25.6% surge may warrant caution for near-term entry points.
What is YSS's EPS growth estimate?
YSS has a current next-year EPS growth estimate of 72.8%, detected by our screener on September 15 when the stock traded at $7.77.
Why did CRDO stock jump in September 2026?
CRDO climbed 24.8% from $150.09 to $187.27 after analysts raised its next-year EPS growth estimate from 52.0% to 53.2% on September 14.
The semiconductor connectivity company benefited from sustained demand for high-speed data infrastructure as AI and cloud providers continue expanding capacity. No company-specific news was found in the window, but Credo operates in the high-growth 800G and 1.6T Ethernet connectivity market critical to AI data center buildouts. The revision signals analyst confidence in accelerating revenue growth from hyperscaler customers.
CRDO EPS revision history → · Screener snapshot from 2026-09-14 →
FAQ: CRDO
Why did CRDO stock jump?
CRDO jumped 24.8% since September 14 after analysts raised its next-year EPS growth estimate from 52.0% to 53.2%.
Is CRDO a buy after the rally?
CRDO's 24.8% gain reflects strong AI infrastructure demand for its high-speed connectivity solutions, though the stock's rapid ascent suggests investors may want to evaluate valuation carefully.
What caused CRDO's surge?
CRDO's surge was driven by an upward EPS estimate revision tied to accelerating demand for 800G and 1.6T Ethernet connectivity in AI data center buildouts, with no specific company news catalyst.
Today's EPS revision winners reflect strong sector momentum in cryptocurrency, AI infrastructure, and defense-related industrials, with MSTR, ABTC, and CRDO benefiting from sustained Bitcoin and AI data center demand. HYFT's post-earnings surge distinguishes it as a fundamental growth story within the speculative Bio-Native AI space.
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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