Cracker Barrel Leads EPS Revisions With 19.8% Jump
Cracker Barrel (CBRL) surged 19.8% to $53.73 after analysts revised its next-year EPS growth estimate from 2453.4% to 3811.4% following strong Q4 FY2026 results on September 24. Applied Materials (AMAT) gained 4.8% to $486.76 on AI-driven profit optimism, while smaller names Rezolute (RZLT) and Lindblad Expeditions (LIND) each rose 6.1% and 4.8%, respectively.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| CBRL | Consumer Cyclical | 2026-09-21 | +1358.0pp | +19.8% |
| RZLT | Healthcare | 2026-09-24 | N/A | +6.1% |
| AMAT | Technology | 2026-09-21 | N/A | +4.8% |
| LIND | Consumer Cyclical | 2026-09-21 | N/A | +4.8% |
| RVMD | Healthcare | 2026-09-21 | N/A | +4.7% |
Why did CBRL stock jump in September 2026?
CBRL jumped 19.8% to $53.73 after analysts revised its next-year EPS growth estimate from 2453.4% to 3811.4% on September 24, 2026.
The revision followed Q4 FY2026 results that showed adjusted EPS of $0.99 versus $0.74 a year earlier, even as revenue declined 2.2% to $849.3 million. Adjusted EBITDA rose 11.4% to $62.1 million, helped by a $9.1 million tariff refund and a $77 million sale-leaseback that cut total debt to $337.2 million. Management issued FY2027 guidance projecting adjusted EBITDA of $180–$200 million, a $30–$50 million step-up, and highlighted 400 basis point gains in food taste/service scores plus a 12.5 million-member loyalty program driving over 40% of tracked sales. The screener detected the EPS revision on September 21 at $44.87, capturing the move before the September 24 earnings call confirmed the operational turnaround under new CEO Dave Deno.
CBRL EPS revision history → · Screener snapshot from 2026-09-21 →
FAQ: CBRL
Why did CBRL stock jump?
CBRL jumped 19.8% after analysts raised its next-year EPS growth estimate from 2453.4% to 3811.4% on September 24, 2026, following Q4 adjusted EPS of $0.99 that beat last year's $0.74.
Is CBRL a buy after the rally?
The stock trades at $53.73 after a 19.8% gain, but metrics show mixed signals: retail comps rose 0.7% while restaurant comps fell 2.1% and traffic dropped 6.1%. FY2027 guidance implies a $30–$50 million EBITDA step-up, which bulls see as a turnaround validation.
What caused Cracker Barrel's surge?
The surge was driven by the EPS revision to 3811.4%, Q4 adjusted EBITDA up 11.4% to $62.1 million, and a debt reduction of $147.4 million year-over-year, reinforced by a sale-leaseback generating $77 million.
Why did RZLT stock jump in September 2026?
RZLT rose 6.1% to $4.18 after its next-year EPS growth estimate of 49.7% was revised upward on September 24, 2026.
The move came as the company reported fiscal Q4 and full-year 2026 financial results, showing R&D expenses fell to $14.9 million in Q4 from $20.9 million a year ago, signaling cost discipline for its late-stage rare disease pipeline. Cash and investments stood at $107.8 million as of June 30, 2026, providing runway for its refractory hypoglycemia programs. With no major negative catalysts in the window, the stock benefited from sector rotation into small-cap healthcare names with clear earnings growth trajectories.
RZLT EPS revision history → · Screener snapshot from 2026-09-24 →
FAQ: RZLT
Why did RZLT stock jump?
RZLT jumped 6.1% to $4.18 after its next-year EPS growth estimate was revised upward to 49.7% on September 24, 2026, helped by lower R&D spending in Q4.
Is RZLT a buy after the rally?
RZLT has $107.8 million in cash and investments as of June 30, 2026, but the company remains pre-revenue with no approved products. The EPS estimate of 49.7% growth is not yet backed by commercial sales.
What is RZLT's EPS growth estimate?
Rezolute's current next-year EPS growth estimate is 49.7%, as of the September 24, 2026 revision.
Why did AMAT stock jump in September 2026?
AMAT jumped 4.8% to $486.76 after analysts reiterated its next-year EPS growth estimate of 46.1% on September 28, 2026, driven by AI-related semiconductor demand.
The stock was highlighted in a Morningstar report citing Goldman Sachs research that projected S&P 500 earnings up 26% in Q3, with AI capex and semiconductor margin expansion as key supports. AMAT's services business, Applied Global Services, grew 22% year-over-year to a record $1.8 billion in fiscal Q3 2026, representing about 20% of total sales. The screener detected the EPS revision on September 21 at $464.24, capturing the rebound after a 27% three-month decline that left the stock undervalued relative to its earnings growth.
AMAT EPS revision history → · Screener snapshot from 2026-09-21 →
FAQ: AMAT
Why did AMAT stock jump?
AMAT jumped 4.8% to $486.76 after analysts reaffirmed a 46.1% next-year EPS growth estimate on September 28, 2026, supported by AI-driven semiconductor demand and record services revenue.
Is AMAT a buy after the rally?
AMAT trades at $486.76 after a 4.8% gain, but it remains 27% below its recent high. The services segment grew 22% to $1.8 billion, providing recurring revenue, though chip factory spending cycles remain a risk.
What caused Applied Materials' surge?
The surge was caused by a 46.1% EPS growth estimate and a Morningstar report highlighting AI capex and semiconductor margin expansion, with S&P 500 earnings expected to rise 26% in Q3.
Why did LIND stock jump in September 2026?
LIND gained 4.8% to $29.64 after its next-year EPS growth estimate of 159.6% was revised upward on September 21, 2026.
No earnings-related news was found in the window, so the move likely reflects sector momentum in consumer cyclical travel and expedition names as investors rotate into post-pandemic experience spending. The screener detected the revision at $28.29, suggesting the market is pricing in a sharp earnings rebound that has not yet been confirmed by company-specific catalysts. Lindblad's expedition cruise model targets high-end travelers, a segment that has shown resilience despite broader consumer discretionary volatility.
LIND EPS revision history → · Screener snapshot from 2026-09-21 →
FAQ: LIND
Why did LIND stock jump?
LIND jumped 4.8% to $29.64 after its next-year EPS growth estimate of 159.6% was revised upward on September 21, 2026, with no specific earnings news in the window.
Is LIND a buy after the rally?
LIND has a 159.6% next-year EPS growth estimate but lacks recent earnings news to confirm the revision. The stock trades at $29.64, up 4.8% since detection, leaving valuation dependent on travel sector momentum.
What is LIND's EPS growth estimate?
Lindblad Expeditions' current next-year EPS growth estimate is 159.6%, as of the September 21, 2026 revision.
Why did RVMD stock jump in September 2026?
RVMD rose 4.7% to $201.74 after its next-year EPS growth estimate of 38.7% was revised upward on September 21, 2026.
No earnings-related news was found in the window, so the gain appears driven by broader healthcare sector strength and positive sentiment toward clinical-stage oncology companies. The screener detected the revision at $192.76, capturing a modest but steady climb. Revolution Medicines focuses on RAS-driven cancers, a high-interest area for investors betting on targeted therapies with blockbuster potential.
RVMD EPS revision history → · Screener snapshot from 2026-09-21 →
FAQ: RVMD
Why did RVMD stock jump?
RVMD jumped 4.7% to $201.74 after its next-year EPS growth estimate of 38.7% was revised upward on September 21, 2026, with no company-specific earnings news.
Is RVMD a buy after the rally?
RVMD trades at $201.74 after a 4.7% gain, with a next-year EPS growth estimate of 38.7%. The company is clinical-stage, so the estimate reflects expected narrowing losses rather than near-term profitability.
What is RVMD's EPS growth estimate?
Revolution Medicines' current next-year EPS growth estimate is 38.7%, as of the September 21, 2026 revision.
Today's leaders show that sharp EPS revisions—especially in consumer discretionary and healthcare—can drive outsized gains when paired with cost discipline or sector tailwinds. Cracker Barrel's 19.8% move stands out as a clear earnings-driven turnaround, while AMAT's AI-linked revision reinforces semiconductor momentum.
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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