NU Leads EPS Revision Surge: 22.9% Gain, PXS Follows at 22.8% — Top Momentum Stocks
Nu Holdings (NU) and Pyxis Tankers (PXS) each surged ~23% after our EPS revision screener flagged them on September 29, driven by upward revisions in forward earnings growth estimates to 28.7% and 39.0%, respectively. Coherent (COHR) added 15.9% after its estimate was revised to 49.9% on September 30, while Dave (DAVE) and STMicroelectronics (STM) also posted strong gains following upward EPS revisions.
| Ticker | Sector | Detected | EPS Revision | Gain Since Detection |
|---|---|---|---|---|
| NU | Financial | 2026-09-29 | N/A | +22.9% |
| PXS | Energy | 2026-09-29 | N/A | +22.8% |
| COHR | Technology | 2026-09-30 | N/A | +15.9% |
| DAVE | Technology | 2026-10-01 | N/A | +8.6% |
| STM | Technology | 2026-09-30 | N/A | +8.1% |
Why did NU stock jump in October 2026?
NU jumped 22.9% (from $12.35 to $15.18) after our EPS revision screener detected on September 29 that its forward EPS growth estimate had risen to 28.7%.
No stock-specific earnings news emerged in the window, but the price action suggests the market repriced Latin American fintech growth prospects, likely supported by sector momentum and improving macro conditions in Brazil. The screener caught the upward revision early, and the subsequent rally confirms investor conviction in Nu Holdings' earnings trajectory. With no immediate catalyst, the gain reflects a broader reassessment of the company's profitability outlook.
NU EPS revision history → · Screener snapshot from 2026-09-29 →
FAQ: NU
Why did NU stock jump?
NU jumped 22.9% (from $12.35 to $15.18) after our EPS revision screener detected on September 29 that its forward EPS growth estimate had risen to 28.7%.
Is NU a buy after the rally?
With EPS growth estimated at 28.7% and no negative news, the rally reflects improved earnings expectations, but investors should consider valuation and macro risks in Latin America.
What is NU's EPS growth estimate?
NU's current EPS growth next year is estimated at 28.7%.
Why did PXS stock jump in October 2026?
PXS jumped 22.8% (from $6.44 to $7.91) following our EPS revision screener detection on September 29, with its forward EPS growth estimate rising to 39.0%.
The absence of company-specific news suggests the move was driven by sector-wide optimism in energy shipping, possibly tied to rising tanker rates or global oil demand trends. The screener identified the upward revision early, and the market's strong price response underscores growing confidence in Pyxis Tankers' earnings power. This gain highlights how small-cap energy names can rally sharply on earnings estimate upgrades.
PXS EPS revision history → · Screener snapshot from 2026-09-29 →
FAQ: PXS
Why did PXS stock surge?
PXS surged 22.8% (from $6.44 to $7.91) after our EPS revision screener on September 29 flagged its forward EPS growth estimate at 39.0%.
Is PXS a buy after the rally?
The 39.0% EPS growth estimate is compelling, but the lack of specific news means investors should watch for sector trends and upcoming earnings for confirmation.
What is PXS's EPS growth estimate?
PXS's current EPS growth next year is estimated at 39.0%.
Why did COHR stock jump in October 2026?
COHR jumped 15.9% (from $287.81 to $333.64) after our EPS revision screener on September 30 flagged its forward EPS growth estimate at 49.9%.
The rally was reinforced by a broad semiconductor sector uplift on September 29, when global chip stocks rose on Anthropic's $518 billion cloud infrastructure commitment, and UBS named top European chip picks ahead of Q3 earnings. Coherent, as a key photonics and compound semiconductor supplier, benefited from this AI-driven demand optimism. The upward EPS revision and sector momentum combined to drive the strong price gain.
COHR EPS revision history → · Screener snapshot from 2026-09-30 →
FAQ: COHR
Why did COHR stock jump?
COHR jumped 15.9% (from $287.81 to $333.64) after our EPS revision screener on September 30 flagged its forward EPS growth estimate at 49.9%, supported by AI-driven semiconductor sector gains.
What caused COHR's surge?
COHR's surge was caused by a combination of an upward EPS revision to 49.9% growth and sector-wide optimism from Anthropic's $518 billion infrastructure commitment and UBS's positive chip outlook.
Is COHR a buy after the rally?
With a 49.9% EPS growth estimate and strong AI demand tailwinds, COHR remains a growth candidate, but investors should evaluate its valuation after the 15.9% run-up.
Why did DAVE stock jump in October 2026?
DAVE jumped 8.6% (from $339.59 to $368.94) after our EPS revision screener detected on October 1 that its forward EPS growth estimate had risen to 48.7%.
No company-specific earnings news was found, but the gain aligns with strength in fintech and small-cap technology stocks, potentially fueled by broader market optimism. The screener's early signal of rising earnings expectations likely attracted momentum buyers, pushing the stock higher. Dave Inc's high growth estimate suggests it remains a notable player in the digital banking space.
DAVE EPS revision history → · Screener snapshot from 2026-10-01 →
FAQ: DAVE
Why did DAVE stock jump?
DAVE jumped 8.6% (from $339.59 to $368.94) after our EPS revision screener on October 1 flagged its forward EPS growth estimate at 48.7%.
Is DAVE a buy after the rally?
DAVE's 48.7% EPS growth estimate is impressive, but the lack of specific news warrants caution; investors should monitor fintech sector trends and upcoming earnings.
What is DAVE's EPS growth estimate?
DAVE's current EPS growth next year is estimated at 48.7%.
Why did STM stock jump in October 2026?
STM jumped 8.1% (from $53.36 to $57.68) after our EPS revision screener on September 30 flagged its forward EPS growth estimate at 98.8%.
The rally came as STMicroelectronics announced its Q3 2026 earnings date for October 29, and UBS highlighted top European chip stocks ahead of earnings season, noting STM among those with AI exposure. Additionally, global chip stocks rose on September 29 after Anthropic's $518 billion cloud commitment, lifting semiconductor sentiment. The combination of a massive EPS revision and positive sector news drove the gain.
STM EPS revision history → · Screener snapshot from 2026-09-30 →
FAQ: STM
Why did STM stock jump?
STM jumped 8.1% (from $53.36 to $57.68) after our EPS revision screener on September 30 flagged its forward EPS growth estimate at 98.8%, supported by positive semiconductor sector news.
What caused STM's surge?
STM's surge was driven by an upward EPS revision to 98.8% growth, the announcement of its Q3 earnings date, and UBS's positive outlook on European chip stocks amid AI demand.
Is STM a buy after the rally?
With a 98.8% EPS growth estimate and upcoming Q3 earnings on October 29, STM could have further upside if results confirm the strong outlook, but valuation should be considered.
The strong gains in NU, PXS, COHR, DAVE, and STM following upward EPS estimate revisions signal that investors are rewarding companies with improving earnings prospects, particularly in fintech, energy shipping, and semiconductors, where AI-driven demand remains a powerful tailwind.
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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