MSTR Stock Jumps 30% on EPS Revision; HYFT, ABTC, YSS Lead Rally
Strategy Inc (MSTR) surged 30% from $129.60 to $168.50 after a 2.8pp upward EPS revision on September 15, amplified by a Bitcoin rally toward $85,000 and a broader crypto-sector short squeeze. MindWalk Holdings (HYFT) gained 27.8% following a 21% revenue beat and gross margin expansion to 59%, while American Bitcoin (ABTC) rose 26.5% after BTIG initiated coverage with a Buy rating and $15 target. York Space Systems (YSS) climbed 25.6% on EPS growth estimates of 72.8%, and Credo Technology (CRDO) added 24.8% on a 1.2pp revision with no fresh news.
| 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 revised its next-year EPS growth estimate from 158.1% to 160.9% on September 15.
The revision was reinforced on September 21 by Bitcoin's push toward $85,000, its highest level since January, which lifted crypto peers Coinbase and Circle 7.9% and 6.2% respectively. The SEC's temporary clearance for tokenized stock trading on Coinbase and the CFTC's crypto market framework for White House review added regulatory tailwinds. Strategy held its 845,050 BTC stash unchanged for a third week while repurchasing 1.42 million STRC preferred shares for $139.3 million.
MSTR EPS revision history → · Screener snapshot from 2026-09-15 →
FAQ: MSTR
Why did MSTR stock jump?
MSTR jumped 30% from $129.60 to $168.50 after a 2.8pp upward EPS revision on September 15 and Bitcoin's subsequent rally toward $85,000 on September 21.
Is MSTR a buy after the rally?
The EPS revision to 160.9% growth signals strong forward expectations, but the run is heavily correlated to Bitcoin's price and regulatory catalysts.
What is MSTR's EPS growth estimate?
Analysts revised MSTR's next-year EPS growth estimate to 160.9% from 158.1% on September 15, 2026.
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 and gross margin expansion to 59% on September 14.
The Q1 fiscal 2027 results marked the commercial launch of ReefIQ and the fifth consecutive quarter of revenue growth, driving the EPS growth estimate to 25.7%. MindWalk secured a $30 million senior unsecured revolving credit facility at 7% with no dilution, funding its enterprise rollout. The shift toward platform partnerships now represents 80% of its commercial funnel by value, including relationships 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 jump?
HYFT jumped 27.8% from $1.15 to $1.47 after reporting 21% revenue growth to $3.8 million and 59% gross margins in its Q1 fiscal 2027 earnings on September 14.
What caused HYFT's surge?
The surge followed MindWalk's Q1 earnings beat, the commercial launch of ReefIQ, and a $30 million non-dilutive credit facility that funds enterprise rollout.
What is HYFT's EPS growth estimate?
HYFT's current EPS growth estimate for next year stands at 25.7% following its Q1 fiscal 2027 results.
Why did ABTC stock jump in September 2026?
ABTC jumped 26.5% from $8.14 to $10.30 after analysts revised its next-year EPS growth estimate from 100.0% to 104.2% on September 16, the same day BTIG initiated coverage with a Buy rating and $15 price target.
BTIG cited American Bitcoin's roughly 8,000 BTC treasury and mining business, noting it mined 932 Bitcoin in Q2 at a cost of about $36,500 per coin. The $15 target implied over 88% upside from the prior close, and the company ranks about 15th among U.S. publicly traded Bitcoin holders. Bitcoin's broader rally toward $85,000 further supported the stock's momentum.
ABTC EPS revision history → · Screener snapshot from 2026-09-16 →
FAQ: ABTC
Why did ABTC stock jump?
ABTC jumped 26.5% from $8.14 to $10.30 after BTIG initiated coverage with a Buy rating and $15 target on September 16, alongside an EPS growth revision to 104.2%.
Is ABTC a buy after the rally?
BTIG's $15 price target implies further upside from $10.30, driven by American Bitcoin's 8,000 BTC treasury and low $36,500 mining cost.
What is ABTC's EPS growth estimate?
ABTC's next-year EPS growth estimate was revised to 104.2% from 100.0% on September 16, 2026.
Why did YSS stock jump in September 2026?
YSS jumped 25.6% from $7.77 to $9.76 after the EPS screener detected a next-year growth estimate of 72.8% on September 15.
The move occurred without company-specific news, although MarketWatch's September 21 article on beaten-down stocks that historically bounce in January highlighted the broader rotation into oversold industrial names. York Space Systems operates in the satellite and defense space segment, where government contracting momentum and space-based infrastructure spending have driven sector-wide re-ratings. The magnitude of the estimated 72.8% EPS growth placed YSS among the strongest upward revisions in the industrial screen.
YSS EPS revision history → · Screener snapshot from 2026-09-15 →
FAQ: YSS
Why did YSS stock jump?
YSS jumped 25.6% from $7.77 to $9.76 after the EPS screener detected a 72.8% next-year growth estimate on September 15, with no company-specific news.
What caused YSS's surge?
The surge was driven by the 72.8% EPS growth estimate and broader sector rotation into oversold industrial and space-defense names highlighted in MarketWatch's September 21 report.
What is YSS's EPS growth estimate?
York Space Systems' current EPS growth estimate for next year is 72.8%, as detected by the screener on September 15, 2026.
Why did CRDO stock jump in September 2026?
CRDO jumped 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.
No company-specific earnings news was found during the window, so the move reflected sector-wide momentum in AI networking and high-speed connectivity, where Credo's active electrical cables and SerDes technology serve hyperscaler data-center buildouts. The 1.2pp revision, though modest in isolation, signaled that analyst expectations continued climbing even without a fresh catalyst. The stock's advance tracked the broader AI infrastructure trade, which has sustained premium valuations through 2026.
CRDO EPS revision history → · Screener snapshot from 2026-09-14 →
FAQ: CRDO
Why did CRDO stock jump?
CRDO jumped 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, 2026.
Is CRDO a buy after the rally?
The upward EPS revision and sustained AI data-center demand support the thesis, though the 24.8% run has already priced in near-term optimism.
What is CRDO's EPS growth estimate?
Credo Technology's next-year EPS growth estimate stands at 53.2%, revised upward from 52.0% on September 14, 2026.
Today's leaders show that upward EPS revisions remain a powerful catalyst when combined with sector tailwinds, as crypto names MSTR and ABTC benefited from Bitcoin's rally while HYFT and YSS delivered fundamental beats. The breadth across technology, healthcare, financials, and industrials signals that earnings momentum, not just macro sentiment, is driving this market's strongest gainers.
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 →