Biggest Earnings Revisions
Where analysts raised — and cut — the numbers this month
Updated October 11, 2026
When Wall Street analysts change their earnings estimates, they’re rarely the first to know something — but they’re quick to follow it, and the direction they move tends to keep moving. A steady drumbeat of upward revisions is one of the most durable momentum signals in markets; a cascade of cuts is the opposite. This board ranks the change in next-year consensus EPS over the past month (September 20, 2026 → October 11, 2026, a 21-day window from our weekly snapshots), with the latest week’s move alongside.
The 1M price column is the tell: a stock that hasn’t yet moved with a big estimate hike is where the revision signal is still fresh; one that’s already run may have the news in the price. Weight the move by the analyst count behind it — a +5.0% revision across twenty analysts means far more than one across three.
Raised the most this month
| # | Stock | 1M est. change | 1W est. | FY consensus EPS | 1M price | Analysts |
|---|---|---|---|---|---|---|
| 1 | KKRKKR & Co.Financials | +24.6% | +24.6% | $8.26 | −4.5% | 7 |
| Financials — FY2026 consensus moved from $6.63 to $8.26 over the month, a +24.6% revision across 7 analysts; the stock is −4.5% over the same stretch. | ||||||
| 2 | MUMicron TechnologyInformation Technology | +11.0% | +9.9% | $174.14 | −18.8% | 24 |
| Information Technology — FY2027 consensus moved from $156.89 to $174.14 over the month, a +11.0% revision across 24 analysts; the stock is −18.8% over the same stretch. | ||||||
| 3 | MPCMarathon PetroleumEnergy | +9.7% | +8.3% | $61.25 | +17.0% | 10 |
| Energy — FY2026 consensus moved from $55.85 to $61.25 over the month, a +9.7% revision across 10 analysts; the stock is +17.0% over the same stretch. | ||||||
| 4 | VLOValero EnergyEnergy | +8.8% | +6.3% | $51.05 | +9.5% | 11 |
| Energy — FY2026 consensus moved from $46.94 to $51.05 over the month, a +8.8% revision across 11 analysts; the stock is +9.5% over the same stretch. | ||||||
| 5 | XOMExxonMobilEnergy | +5.6% | +3.0% | $12.35 | +13.1% | 11 |
| Energy — FY2026 consensus moved from $11.69 to $12.35 over the month, a +5.6% revision across 11 analysts; the stock is +13.1% over the same stretch. | ||||||
| 6 | PSXPhillips 66Energy | +5.5% | +5.5% | $29.57 | +10.7% | 11 |
| Energy — FY2026 consensus moved from $28.03 to $29.57 over the month, a +5.5% revision across 11 analysts; the stock is +10.7% over the same stretch. | ||||||
| 7 | JBLJabilInformation Technology | +5.2% | +5.0% | $17.68 | −11.8% | 3 |
| Information Technology — FY2027 consensus moved from $16.80 to $17.68 over the month, a +5.2% revision across 3 analysts; the stock is −11.8% over the same stretch. | ||||||
| 8 | FCXFreeport-McMoRanMaterials | +5.1% | +5.1% | $3.12 | −9.6% | 12 |
| Materials — FY2026 consensus moved from $2.97 to $3.12 over the month, a +5.1% revision across 12 analysts; the stock is −9.6% over the same stretch. | ||||||
| 9 | COPConocoPhillipsEnergy | +5.0% | +4.7% | $10.89 | +16.6% | 15 |
| Energy — FY2026 consensus moved from $10.37 to $10.89 over the month, a +5.0% revision across 15 analysts; the stock is +16.6% over the same stretch. | ||||||
| 10 | REGNRegeneron PharmaceuticalsHealth Care | +4.9% | +4.9% | $57.20 | +1.1% | 15 |
| Health Care — FY2026 consensus moved from $54.51 to $57.20 over the month, a +4.9% revision across 15 analysts; the stock is +1.1% over the same stretch. | ||||||
| 11 | APAAPA CorporationEnergy | +4.0% | +3.4% | $6.28 | +18.8% | 14 |
| Energy — FY2026 consensus moved from $6.04 to $6.28 over the month, a +4.0% revision across 14 analysts; the stock is +18.8% over the same stretch. | ||||||
| 12 | CVXChevron CorporationEnergy | +3.7% | +2.4% | $16.74 | +13.4% | 14 |
| Energy — FY2026 consensus moved from $16.15 to $16.74 over the month, a +3.7% revision across 14 analysts; the stock is +13.4% over the same stretch. | ||||||
| 13 | DVNDevon EnergyEnergy | +3.5% | +2.9% | $5.31 | +5.1% | 14 |
| Energy — FY2026 consensus moved from $5.13 to $5.31 over the month, a +3.5% revision across 14 analysts; the stock is +5.1% over the same stretch. | ||||||
| 14 | ACGLArch Capital GroupFinancials | +3.3% | +3.3% | $9.70 | +7.0% | 12 |
| Financials — FY2026 consensus moved from $9.39 to $9.70 over the month, a +3.3% revision across 12 analysts; the stock is +7.0% over the same stretch. | ||||||
| 15 | DOCHealthpeak PropertiesReal Estate | +3.0% | +3.0% | $0.46 | −5.0% | 3 |
| Real Estate — FY2026 consensus moved from $0.45 to $0.46 over the month, a +3.0% revision across 3 analysts; the stock is −5.0% over the same stretch. | ||||||
| 16 | HOODRobinhood MarketsFinancials | +2.7% | +2.0% | $2.20 | −21.3% | 19 |
| Financials — FY2026 consensus moved from $2.14 to $2.20 over the month, a +2.7% revision across 19 analysts; the stock is −21.3% over the same stretch. | ||||||
| 17 | EOGEOG ResourcesEnergy | +2.6% | +2.3% | $17.33 | +14.1% | 16 |
| Energy — FY2026 consensus moved from $16.89 to $17.33 over the month, a +2.6% revision across 16 analysts; the stock is +14.1% over the same stretch. | ||||||
| 18 | FANGDiamondback EnergyEnergy | +2.3% | +1.8% | $21.23 | +8.9% | 13 |
| Energy — FY2026 consensus moved from $20.76 to $21.23 over the month, a +2.3% revision across 13 analysts; the stock is +8.9% over the same stretch. | ||||||
| 19 | EXPDExpeditors InternationalIndustrials | +2.1% | +2.1% | $7.88 | +6.8% | 12 |
| Industrials — FY2026 consensus moved from $7.72 to $7.88 over the month, a +2.1% revision across 12 analysts; the stock is +6.8% over the same stretch. | ||||||
| 20 | STXSeagate TechnologyInformation Technology | +1.8% | +1.4% | $36.65 | −30.4% | 12 |
| Information Technology — FY2027 consensus moved from $35.99 to $36.65 over the month, a +1.8% revision across 12 analysts; the stock is −30.4% over the same stretch. | ||||||
Cut the most this month
| # | Stock | 1M est. change | 1W est. | FY consensus EPS | 1M price | Analysts |
|---|---|---|---|---|---|---|
| 1 | CTVACortevaMaterials | −84.8% | −84.8% | $0.57 | −84.3% | 4 |
| Materials — FY2026 consensus moved from $3.77 to $0.57 over the month, a −84.8% revision across 4 analysts; the stock is −84.3% over the same stretch. | ||||||
| 2 | NKENike, Inc.Consumer Discretionary | −24.8% | −24.0% | $1.28 | +3.6% | 27 |
| Consumer Discretionary — FY2027 consensus moved from $1.70 to $1.28 over the month, a −24.8% revision across 27 analysts; the stock is +3.6% over the same stretch. | ||||||
| 3 | UALUnited Airlines HoldingsIndustrials | −17.1% | −15.6% | $8.08 | −11.9% | 13 |
| Industrials — FY2026 consensus moved from $9.74 to $8.08 over the month, a −17.1% revision across 13 analysts; the stock is −11.9% over the same stretch. | ||||||
| 4 | DALDelta Air LinesIndustrials | −11.5% | −10.7% | $5.54 | −7.2% | 10 |
| Industrials — FY2026 consensus moved from $6.26 to $5.54 over the month, a −11.5% revision across 10 analysts; the stock is −7.2% over the same stretch. | ||||||
| 5 | LUVSouthwest AirlinesIndustrials | −10.8% | −10.5% | $2.88 | +0.5% | 14 |
| Industrials — FY2026 consensus moved from $3.23 to $2.88 over the month, a −10.8% revision across 14 analysts; the stock is +0.5% over the same stretch. | ||||||
| 6 | WYWeyerhaeuserReal Estate | −9.8% | −9.8% | $0.30 | −3.2% | 7 |
| Real Estate — FY2026 consensus moved from $0.33 to $0.30 over the month, a −9.8% revision across 7 analysts; the stock is −3.2% over the same stretch. | ||||||
| 7 | MOSMosaic Company (The)Materials | −9.0% | +1.9% | $0.44 | −24.7% | 9 |
| Materials — FY2026 consensus moved from $0.48 to $0.44 over the month, a −9.0% revision across 9 analysts; the stock is −24.7% over the same stretch. | ||||||
| 8 | INCYIncyteHealth Care | −8.7% | −8.7% | $3.44 | −7.0% | 14 |
| Health Care — FY2026 consensus moved from $3.76 to $3.44 over the month, a −8.7% revision across 14 analysts; the stock is −7.0% over the same stretch. | ||||||
| 9 | GSGoldman SachsFinancials | −5.6% | −4.9% | $66.06 | −5.2% | 18 |
| Financials — FY2026 consensus moved from $70.01 to $66.06 over the month, a −5.6% revision across 18 analysts; the stock is −5.2% over the same stretch. | ||||||
| 10 | IPInternational PaperMaterials | −4.8% | −3.5% | $1.30 | −4.8% | 8 |
| Materials — FY2026 consensus moved from $1.36 to $1.30 over the month, a −4.8% revision across 8 analysts; the stock is −4.8% over the same stretch. | ||||||
| 11 | JBHTJ.B. HuntIndustrials | −4.1% | −3.6% | $7.31 | −1.4% | 16 |
| Industrials — FY2026 consensus moved from $7.62 to $7.31 over the month, a −4.1% revision across 16 analysts; the stock is −1.4% over the same stretch. | ||||||
| 12 | IFFInternational Flavors & FragrancesMaterials | −3.6% | −1.8% | $3.32 | +9.7% | 8 |
| Materials — FY2026 consensus moved from $3.44 to $3.32 over the month, a −3.6% revision across 8 analysts; the stock is +9.7% over the same stretch. | ||||||
| 13 | SWSmurfit WestrockMaterials | −3.2% | −3.2% | $2.15 | −9.0% | 6 |
| Materials — FY2026 consensus moved from $2.22 to $2.15 over the month, a −3.2% revision across 6 analysts; the stock is −9.0% over the same stretch. | ||||||
| 14 | JNJJohnson & JohnsonHealth Care | −2.7% | −2.7% | $11.21 | −2.5% | 6 |
| Health Care — FY2026 consensus moved from $11.53 to $11.21 over the month, a −2.7% revision across 6 analysts; the stock is −2.5% over the same stretch. | ||||||
| 15 | CRHCRH plcMaterials | −2.5% | −2.5% | $5.73 | +1.1% | 11 |
| Materials — FY2026 consensus moved from $5.87 to $5.73 over the month, a −2.5% revision across 11 analysts; the stock is +1.1% over the same stretch. | ||||||
| 16 | MRKMerck & Co.Health Care | −2.3% | −2.2% | $2.68 | −1.9% | 14 |
| Health Care — FY2026 consensus moved from $2.75 to $2.68 over the month, a −2.3% revision across 14 analysts; the stock is −1.9% over the same stretch. | ||||||
| 17 | HBANHuntington BancsharesFinancials | −2.3% | −1.4% | $1.34 | +2.7% | 13 |
| Financials — FY2026 consensus moved from $1.37 to $1.34 over the month, a −2.3% revision across 13 analysts; the stock is +2.7% over the same stretch. | ||||||
| 18 | AZOAutoZoneConsumer Discretionary | −2.3% | −0.0% | $170.69 | +11.8% | 20 |
| Consumer Discretionary — FY2027 consensus moved from $174.65 to $170.69 over the month, a −2.3% revision across 20 analysts; the stock is +11.8% over the same stretch. | ||||||
| 19 | PSKYParamount Skydance CorporationCommunication Services | −2.2% | −1.9% | $0.50 | −10.1% | 12 |
| Communication Services — FY2026 consensus moved from $0.51 to $0.50 over the month, a −2.2% revision across 12 analysts; the stock is −10.1% over the same stretch. | ||||||
| 20 | INTUIntuitInformation Technology | −2.2% | −0.0% | $23.08 | +23.9% | 19 |
| Information Technology — FY2027 consensus moved from $23.61 to $23.08 over the month, a −2.2% revision across 19 analysts; the stock is +23.9% over the same stretch. | ||||||