Biggest Earnings Revisions
Where analysts raised — and cut — the numbers this month
Updated August 30, 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 (August 2, 2026 → August 30, 2026, a 28-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 | SMCISupermicroInformation Technology | +33.9% | +0.0% | $4.34 | +29.3% | 7 |
| Information Technology — FY2027 consensus moved from $3.24 to $4.34 over the month, a +33.9% revision across 7 analysts; the stock is +29.3% over the same stretch. | ||||||
| 2 | DOCHealthpeak PropertiesReal Estate | +25.4% | +0.0% | $0.41 | −4.2% | 3 |
| Real Estate — FY2026 consensus moved from $0.33 to $0.41 over the month, a +25.4% revision across 3 analysts; the stock is −4.2% over the same stretch. | ||||||
| 3 | INVHInvitation HomesReal Estate | +24.4% | +4.8% | $1.01 | −7.1% | 7 |
| Real Estate — FY2026 consensus moved from $0.81 to $1.01 over the month, a +24.4% revision across 7 analysts; the stock is −7.1% over the same stretch. | ||||||
| 4 | MPCMarathon PetroleumEnergy | +24.2% | +0.4% | $49.68 | +33.4% | 10 |
| Energy — FY2026 consensus moved from $40.00 to $49.68 over the month, a +24.2% revision across 10 analysts; the stock is +33.4% over the same stretch. | ||||||
| 5 | PSXPhillips 66Energy | +22.1% | +0.1% | $25.63 | +27.1% | 11 |
| Energy — FY2026 consensus moved from $21.00 to $25.63 over the month, a +22.1% revision across 11 analysts; the stock is +27.1% over the same stretch. | ||||||
| 6 | TGTTarget CorporationConsumer Staples | +19.6% | +1.1% | $10.08 | +8.7% | 25 |
| Consumer Staples — FY2027 consensus moved from $8.43 to $10.08 over the month, a +19.6% revision across 25 analysts; the stock is +8.7% over the same stretch. | ||||||
| 7 | UDRUDR, Inc.Real Estate | +19.1% | +0.0% | $1.07 | −6.0% | 9 |
| Real Estate — FY2026 consensus moved from $0.90 to $1.07 over the month, a +19.1% revision across 9 analysts; the stock is −6.0% over the same stretch. | ||||||
| 8 | LITELumentumInformation Technology | +15.7% | +0.4% | $21.49 | +9.9% | 12 |
| Information Technology — FY2027 consensus moved from $18.58 to $21.49 over the month, a +15.7% revision across 12 analysts; the stock is +9.9% over the same stretch. | ||||||
| 9 | CRMSalesforceInformation Technology | +14.5% | +14.5% | $16.21 | +29.3% | 21 |
| Information Technology — FY2027 consensus moved from $14.15 to $16.21 over the month, a +14.5% revision across 21 analysts; the stock is +29.3% over the same stretch. | ||||||
| 10 | MCHPMicrochip TechnologyInformation Technology | +14.4% | +0.0% | $3.64 | −13.4% | 16 |
| Information Technology — FY2027 consensus moved from $3.18 to $3.64 over the month, a +14.4% revision across 16 analysts; the stock is −13.4% over the same stretch. | ||||||
| 11 | VLOValero EnergyEnergy | +13.9% | +2.8% | $42.89 | +28.3% | 11 |
| Energy — FY2026 consensus moved from $37.66 to $42.89 over the month, a +13.9% revision across 11 analysts; the stock is +28.3% over the same stretch. | ||||||
| 12 | ZBRAZebra TechnologiesInformation Technology | +13.8% | +0.0% | $21.12 | −6.4% | 10 |
| Information Technology — FY2026 consensus moved from $18.57 to $21.12 over the month, a +13.8% revision across 10 analysts; the stock is −6.4% over the same stretch. | ||||||
| 13 | KEYSKeysight TechnologiesInformation Technology | +12.9% | +1.5% | $11.49 | −2.2% | 6 |
| Information Technology — FY2026 consensus moved from $10.17 to $11.49 over the month, a +12.9% revision across 6 analysts; the stock is −2.2% over the same stretch. | ||||||
| 14 | ANETArista NetworksInformation Technology | +12.8% | +0.0% | $4.11 | +3.3% | 16 |
| Information Technology — FY2026 consensus moved from $3.64 to $4.11 over the month, a +12.8% revision across 16 analysts; the stock is +3.3% over the same stretch. | ||||||
| 15 | ALLAllstateFinancials | +12.7% | +1.2% | $35.33 | −5.1% | 13 |
| Financials — FY2026 consensus moved from $31.34 to $35.33 over the month, a +12.7% revision across 13 analysts; the stock is −5.1% over the same stretch. | ||||||
| 16 | COHRCoherent Corp.Information Technology | +12.7% | +0.0% | $9.44 | −20.4% | 12 |
| Information Technology — FY2027 consensus moved from $8.37 to $9.44 over the month, a +12.7% revision across 12 analysts; the stock is −20.4% over the same stretch. | ||||||
| 17 | EXPDExpeditors InternationalIndustrials | +11.6% | +0.0% | $7.70 | +4.1% | 11 |
| Industrials — FY2026 consensus moved from $6.90 to $7.70 over the month, a +11.6% revision across 11 analysts; the stock is +4.1% over the same stretch. | ||||||
| 18 | DLTRDollar TreeConsumer Staples | +11.3% | +10.2% | $7.78 | −5.2% | 17 |
| Consumer Staples — FY2027 consensus moved from $6.99 to $7.78 over the month, a +11.3% revision across 17 analysts; the stock is −5.2% over the same stretch. | ||||||
| 19 | OXYOccidental PetroleumEnergy | +10.1% | +1.7% | $6.13 | +8.5% | 12 |
| Energy — FY2026 consensus moved from $5.57 to $6.13 over the month, a +10.1% revision across 12 analysts; the stock is +8.5% over the same stretch. | ||||||
| 20 | ADMArcher Daniels MidlandConsumer Staples | +10.1% | +1.3% | $5.30 | +10.3% | 5 |
| Consumer Staples — FY2026 consensus moved from $4.82 to $5.30 over the month, a +10.1% revision across 5 analysts; the stock is +10.3% over the same stretch. | ||||||
Cut the most this month
| # | Stock | 1M est. change | 1W est. | FY consensus EPS | 1M price | Analysts |
|---|---|---|---|---|---|---|
| 1 | TTDTrade Desk (The)Communication Services | −59.7% | −0.0% | $0.40 | +1.6% | 18 |
| Communication Services — FY2026 consensus moved from $1.00 to $0.40 over the month, a −59.7% revision across 18 analysts; the stock is +1.6% over the same stretch. | ||||||
| 2 | MNSTMonster BeverageConsumer Staples | −49.6% | +0.2% | $1.16 | −52.2% | 10 |
| Consumer Staples — FY2026 consensus moved from $2.30 to $1.16 over the month, a −49.6% revision across 10 analysts; the stock is −52.2% over the same stretch. | ||||||
| 3 | AREAlexandria Real Estate EquitiesReal Estate | −29.5% | −5.7% | $1.52 | +2.1% | 6 |
| Real Estate — FY2026 consensus moved from $2.15 to $1.52 over the month, a −29.5% revision across 6 analysts; the stock is +2.1% over the same stretch. | ||||||
| 4 | IFFInternational Flavors & FragrancesMaterials | −21.8% | +0.0% | $3.43 | −0.3% | 7 |
| Materials — FY2026 consensus moved from $4.38 to $3.43 over the month, a −21.8% revision across 7 analysts; the stock is −0.3% over the same stretch. | ||||||
| 5 | INCYIncyteHealth Care | −21.7% | +0.0% | $3.76 | +3.2% | 13 |
| Health Care — FY2026 consensus moved from $4.80 to $3.76 over the month, a −21.7% revision across 13 analysts; the stock is +3.2% over the same stretch. | ||||||
| 6 | PSKYParamount Skydance CorporationCommunication Services | −18.9% | −1.2% | $0.50 | +17.5% | 13 |
| Communication Services — FY2026 consensus moved from $0.62 to $0.50 over the month, a −18.9% revision across 13 analysts; the stock is +17.5% over the same stretch. | ||||||
| 7 | MOSMosaic Company (The)Materials | −12.0% | +2.3% | $0.61 | +15.0% | 9 |
| Materials — FY2026 consensus moved from $0.69 to $0.61 over the month, a −12.0% revision across 9 analysts; the stock is +15.0% over the same stretch. | ||||||
| 8 | INTUIntuitInformation Technology | −11.7% | −11.5% | $24.18 | −1.9% | 19 |
| Information Technology — FY2027 consensus moved from $27.38 to $24.18 over the month, a −11.7% revision across 19 analysts; the stock is −1.9% over the same stretch. | ||||||
| 9 | FISVFiservFinancials | −10.2% | −0.5% | $7.29 | −3.0% | 20 |
| Financials — FY2026 consensus moved from $8.11 to $7.29 over the month, a −10.2% revision across 20 analysts; the stock is −3.0% over the same stretch. | ||||||
| 10 | CFCF IndustriesMaterials | −9.3% | −0.7% | $15.17 | +17.5% | 7 |
| Materials — FY2026 consensus moved from $16.72 to $15.17 over the month, a −9.3% revision across 7 analysts; the stock is +17.5% over the same stretch. | ||||||
| 11 | ALBAlbemarle CorporationMaterials | −8.2% | −1.0% | $11.50 | −1.2% | 10 |
| Materials — FY2026 consensus moved from $12.53 to $11.50 over the month, a −8.2% revision across 10 analysts; the stock is −1.2% over the same stretch. | ||||||
| 12 | VSTVistra Corp.Utilities | −5.9% | −2.8% | $8.61 | +7.9% | 8 |
| Utilities — FY2026 consensus moved from $9.15 to $8.61 over the month, a −5.9% revision across 8 analysts; the stock is +7.9% over the same stretch. | ||||||
| 13 | ZTSZoetisHealth Care | −4.6% | −0.6% | $6.25 | +1.3% | 10 |
| Health Care — FY2026 consensus moved from $6.55 to $6.25 over the month, a −4.6% revision across 10 analysts; the stock is +1.3% over the same stretch. | ||||||
| 14 | BLDRBuilders FirstSourceIndustrials | −4.3% | +0.0% | $3.11 | −16.2% | 9 |
| Industrials — FY2026 consensus moved from $3.25 to $3.11 over the month, a −4.3% revision across 9 analysts; the stock is −16.2% over the same stretch. | ||||||
| 15 | ESSEssex Property TrustReal Estate | −3.9% | +0.0% | $5.68 | −3.7% | 6 |
| Real Estate — FY2026 consensus moved from $5.91 to $5.68 over the month, a −3.9% revision across 6 analysts; the stock is −3.7% over the same stretch. | ||||||
| 16 | VICIVici PropertiesReal Estate | −3.9% | +0.0% | $2.81 | −5.4% | 4 |
| Real Estate — FY2026 consensus moved from $2.92 to $2.81 over the month, a −3.9% revision across 4 analysts; the stock is −5.4% over the same stretch. | ||||||
| 17 | VTRVentasReal Estate | −3.5% | −1.1% | $0.59 | −3.7% | 5 |
| Real Estate — FY2026 consensus moved from $0.61 to $0.59 over the month, a −3.5% revision across 5 analysts; the stock is −3.7% over the same stretch. | ||||||
| 18 | NRGNRG EnergyUtilities | −3.5% | −0.5% | $8.89 | +1.3% | 6 |
| Utilities — FY2026 consensus moved from $9.21 to $8.89 over the month, a −3.5% revision across 6 analysts; the stock is +1.3% over the same stretch. | ||||||
| 19 | TSLATesla, Inc.Consumer Discretionary | −3.1% | +0.0% | $1.68 | +12.0% | 25 |
| Consumer Discretionary — FY2026 consensus moved from $1.74 to $1.68 over the month, a −3.1% revision across 25 analysts; the stock is +12.0% over the same stretch. | ||||||
| 20 | CPTCamden Property TrustReal Estate | −2.9% | −0.0% | $1.09 | −6.5% | 4 |
| Real Estate — FY2026 consensus moved from $1.12 to $1.09 over the month, a −2.9% revision across 4 analysts; the stock is −6.5% over the same stretch. | ||||||