Forgent Power Systems Leads EPS-Revision Rally, Jumps 27.2%
Five EPS-revision-screener picks delivered double-digit gains over the past week, led by Forgent Power Solutions (FPS) at +27.2% and Strategy Inc (MSTR) at +25.3%. York Space Systems (YSS) added 23.8%, American Bitcoin Corp (ABTC) gained 21.7%, and Intel (INTC) advanced 21.3% as the market confirmed the earnings-estimate revisions flagged by our screener.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| FPS | Industrials | 2026-09-15 | N/A | +27.2% |
| MSTR | Technology | 2026-09-15 | +2.8pp | +25.3% |
| YSS | Industrials | 2026-09-15 | N/A | +23.8% |
| ABTC | Financial | 2026-09-16 | +4.2pp | +21.7% |
| INTC | Technology | 2026-09-16 | N/A | +21.3% |
Why did FPS stock jump in September 2026?
FPS jumped 27.2% (from $31.36 to $39.88) after our EPS revision screener flagged on September 15 that analysts now project 54.5% EPS growth next year.
The Industrials name has no earnings-related news to explain the revision, so the price gain appears to be the market confirming the fundamental improvement the screener identified a full week before the move accelerated. Forgent Power Solutions sits in the electrical equipment and power infrastructure space, where demand from data-center buildouts and grid modernization has kept forward estimates trending higher across the sector. Its 54.5% next-year EPS growth estimate places it well above the broader Industrials median, and the market has rewarded that gap with a 27% re-rating in eight sessions.
FPS EPS revision history → · Screener snapshot from 2026-09-15 →
FAQ: FPS
Why did $FPS stock jump?
FPS jumped 27.2% from $31.36 to $39.88 after our EPS revision screener detected on September 15 that analysts had raised its next-year EPS growth estimate to 54.5%, with the market subsequently confirming the move.
Is FPS a buy after the 27% rally?
The stock has already re-rated 27.2% since detection, but the 54.5% next-year EPS growth estimate remains well above the Industrials sector median, so the fundamental case depends on whether that growth trajectory holds through upcoming guidance.
What is FPS's EPS growth estimate?
Analysts currently project 54.5% EPS growth next year for Forgent Power Solutions, the revision that triggered our screener's detection on September 15.
Why did MSTR stock jump in September 2026?
MSTR jumped 25.3% (from $129.60 to $162.42) after analysts raised its next-year EPS growth estimate from 158.1% to 160.9% on September 15, a 2.8-percentage-point revision.
The price gain found reinforcement on September 22–23 when Strategy returned to Bitcoin buying after a two-week pause — 950 BTC for $75.7 million at an average of $79,670 — taking total holdings to 846,000 BTC. Bitcoin's rally above $86,000 swung Strategy's $63.8 billion acquisition cost to roughly $8 billion in unrealized gains, reversing the $8.2 billion Q2 loss, while B. Riley raised its price target to $195 from $175 on the crypto momentum. The Wall Street 12-month average price target sits at $229.87, implying more than 37% upside from current levels.
MSTR EPS revision history → · Screener snapshot from 2026-09-15 →
FAQ: MSTR
Why did MSTR stock jump 25%?
MSTR jumped 25.3% from $129.60 to $162.42 after analysts revised its next-year EPS growth estimate from 158.1% to 160.9% on September 15, reinforced by Bitcoin's rally above $86,000 and B. Riley's price-target hike to $195.
What caused Strategy Inc's recent surge?
Strategy returned to Bitcoin buying on September 23 with a 950 BTC purchase for $75.7 million, lifting holdings to 846,000 BTC, while Bitcoin's move above $86,000 turned the company's position to roughly $8 billion in unrealized gains.
Is MSTR a buy after the Bitcoin rally?
B. Riley maintains a Buy rating with a $195 target implying 16.5% upside, though the Wall Street 12-month average target of $229.87 suggests 37% upside from current levels; the analyst notes the move is driven more by liquidity sentiment than fundamentals.
Why did YSS stock jump in September 2026?
YSS jumped 23.8% (from $7.77 to $9.62) after our EPS revision screener detected on September 15 that analysts project 72.8% EPS growth next year for the space-systems maker.
With no earnings-specific news in the window, the gain likely reflects broader rotation into beaten-down Industrials names — MarketWatch's September 21 piece on beaten-down stocks potentially bouncing in January highlighted this setup. York Space Systems' 72.8% next-year EPS growth estimate stands out even against defense and space peers, and the stock's low absolute price near $8 made it accessible to smaller accounts. The 23.8% move in eight sessions suggests the market is repricing the growth trajectory ahead of any formal guidance update.
YSS EPS revision history → · Screener snapshot from 2026-09-15 →
FAQ: YSS
Why did $YSS stock jump 23.8%?
YSS jumped 23.8% from $7.77 to $9.62 after our EPS revision screener flagged on September 15 that analysts project 72.8% next-year EPS growth, with the move reinforced by broader rotation into beaten-down small-cap Industrials names.
Is YSS a buy after the rally?
YSS has gained 23.8% in eight sessions, but with no earnings-specific news in the window, the move appears driven more by sector rotation than company-specific catalysts — the 72.8% next-year EPS growth estimate remains the key fundamental anchor.
What is YSS's EPS growth estimate?
Analysts project 72.8% EPS growth next year for York Space Systems, the revision that triggered our screener's detection on September 15.
Why did ABTC stock jump in September 2026?
ABTC jumped 21.7% (from $8.14 to $9.91) after our EPS revision screener detected on September 16 that analysts raised its next-year EPS growth estimate from 100.0% to 104.2%, a 4.2-percentage-point revision.
No earnings-related news appeared in the window, but the move tracks the same crypto-treasury momentum driving MSTR — corporate Bitcoin buyers like Strategy, Strive (1,355 BTC for $107.7M), and Bitmine continued deploying capital into digital assets through September 23. American Bitcoin Corp operates in the Financial sector as a Bitcoin-focused vehicle, so its EPS revision and price action are tied to the same BTC price recovery above $86,000 that lifted the entire crypto-treasury cohort. The 104.2% growth estimate makes ABTC one of the highest-growth names in the Financial sector on a forward basis.
ABTC EPS revision history → · Screener snapshot from 2026-09-16 →
FAQ: ABTC
Why did $ABTC stock jump 21.7%?
ABTC jumped 21.7% from $8.14 to $9.91 after our EPS revision screener detected on September 16 that analysts raised its next-year EPS growth estimate from 100.0% to 104.2%.
What caused American Bitcoin Corp's surge?
ABTC's surge tracks the broader crypto-treasury rally as Bitcoin rose above $86,000, with peer companies like Strategy, Strive, and Bitmine all making large BTC and ETH purchases through September 23.
What is ABTC's EPS growth estimate?
Analysts project 104.2% EPS growth next year for American Bitcoin Corp, up from 100.0% before the revision detected by our screener on September 16.
Why did INTC stock jump in September 2026?
INTC jumped 21.3% (from $101.05 to $122.61) after our EPS revision screener detected on September 16 that analysts project 39.0% EPS growth next year for the chipmaker.
The rally found a catalyst in Meta's Muse agent launch, which investors read as a potential driver of server-CPU demand beyond AI accelerators — Intel slipped 2.2% to $121.09 on September 23 as that enthusiasm cooled, but the stock remains up more than 21% from detection. GuruFocus flags INTC at 276.88% above its $32.13 GF Value, meaning the market is pricing in significant Xeon success before any disclosed Intel design win from Meta. The 39.0% next-year EPS growth estimate is the highest for Intel in years and underscores how far the fundamental narrative has shifted from the 2024–2025 downturn.
INTC EPS revision history → · Screener snapshot from 2026-09-16 →
FAQ: INTC
Why did $INTC stock jump 21.3%?
INTC jumped 21.3% from $101.05 to $122.61 after our EPS revision screener detected on September 16 that analysts project 39.0% next-year EPS growth, with the move reinforced by excitement over Meta's Muse agent potentially lifting server-CPU demand.
What caused Intel's recent surge?
Intel rallied on expectations that Meta's Muse agent — which runs on secure cloud infrastructure and uses a browser — could increase demand for server CPUs, though the company has not announced a disclosed Intel design win for the platform.
Is INTC a buy after the rally?
At $121.09, INTC trades 276.88% above GuruFocus's $32.13 GF Value estimate, meaning investors are pricing in substantial Xeon success before Muse has produced a disclosed Intel design win — the 39.0% next-year EPS growth estimate is the key fundamental support.
Today's performance confirms that EPS revision screens are catching real fundamental shifts early — FPS, MSTR, YSS, ABTC, and INTC all delivered 21–27% gains within eight sessions of detection. The breadth across Industrials, Technology, and Financial names suggests the market is rewarding forward earnings growth broadly, not just in one hot sector.
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 →