Biggest Earnings Revisions
Where analysts are raising — and cutting — the numbers
Updated July 19, 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 tracks the change in next-year consensus EPS between our two most recent snapshots (July 12, 2026 → July 19, 2026).
Read it as a measure of changing expectations, not absolute value. A name with rising estimates is one the analyst community is growing more confident in; the size of the move, and the number of analysts behind it, tell you how much weight to give it.
Biggest upward revisions
| # | Stock | Estimate change | FY consensus EPS | Analysts |
|---|---|---|---|---|
| 1 | GSGoldman SachsFinancials | +12.0% | $67.64 | 12 |
| Financials — FY2026 consensus EPS moved from $60.41 to $67.64, a +12.0% revision across 12 analysts. | ||||
| 2 | MPCMarathon PetroleumEnergy | +8.7% | $35.21 | 9 |
| Energy — FY2026 consensus EPS moved from $32.38 to $35.21, a +8.7% revision across 9 analysts. | ||||
| 3 | JPMJPMorgan ChaseFinancials | +6.7% | $24.28 | 9 |
| Financials — FY2026 consensus EPS moved from $22.74 to $24.28, a +6.7% revision across 9 analysts. | ||||
| 4 | DALDelta Air LinesIndustrials | +6.2% | $6.70 | 12 |
| Industrials — FY2026 consensus EPS moved from $6.31 to $6.70, a +6.2% revision across 12 analysts. | ||||
| 5 | VLOValero EnergyEnergy | +5.3% | $31.72 | 10 |
| Energy — FY2026 consensus EPS moved from $30.12 to $31.72, a +5.3% revision across 10 analysts. | ||||
| 6 | UNHUnitedHealth GroupHealth Care | +5.1% | $19.37 | 18 |
| Health Care — FY2026 consensus EPS moved from $18.42 to $19.37, a +5.1% revision across 18 analysts. | ||||
| 7 | JBHTJ.B. HuntIndustrials | +4.8% | $7.81 | 16 |
| Industrials — FY2026 consensus EPS moved from $7.46 to $7.81, a +4.8% revision across 16 analysts. | ||||
| 8 | MSMorgan StanleyFinancials | +4.7% | $12.70 | 13 |
| Financials — FY2026 consensus EPS moved from $12.12 to $12.70, a +4.7% revision across 13 analysts. | ||||
| 9 | PSXPhillips 66Energy | +4.3% | $19.46 | 9 |
| Energy — FY2026 consensus EPS moved from $18.65 to $19.46, a +4.3% revision across 9 analysts. | ||||
| 10 | BLKBlackRockFinancials | +3.8% | $56.23 | 9 |
| Financials — FY2026 consensus EPS moved from $54.18 to $56.23, a +3.8% revision across 9 analysts. | ||||
| 11 | STTState Street CorporationFinancials | +3.6% | $13.48 | 10 |
| Financials — FY2026 consensus EPS moved from $13.01 to $13.48, a +3.6% revision across 10 analysts. | ||||
| 12 | TROWT. Rowe PriceFinancials | +3.3% | $10.21 | 7 |
| Financials — FY2026 consensus EPS moved from $9.88 to $10.21, a +3.3% revision across 7 analysts. | ||||
| 13 | WFCWells FargoFinancials | +3.2% | $7.23 | 15 |
| Financials — FY2026 consensus EPS moved from $7.01 to $7.23, a +3.2% revision across 15 analysts. | ||||
| 14 | GEVGE VernovaIndustrials | +3.0% | $29.79 | 15 |
| Industrials — FY2026 consensus EPS moved from $28.93 to $29.79, a +3.0% revision across 15 analysts. | ||||
| 15 | ISRGIntuitive SurgicalHealth Care | +2.6% | $10.71 | 13 |
| Health Care — FY2026 consensus EPS moved from $10.44 to $10.71, a +2.6% revision across 13 analysts. | ||||
| 16 | MTBM&T BankFinancials | +2.6% | $19.16 | 9 |
| Financials — FY2026 consensus EPS moved from $18.68 to $19.16, a +2.6% revision across 9 analysts. | ||||
| 17 | GEGE AerospaceIndustrials | +2.4% | $7.75 | 11 |
| Industrials — FY2026 consensus EPS moved from $7.57 to $7.75, a +2.4% revision across 11 analysts. | ||||
| 18 | TSLATesla, Inc.Consumer Discretionary | +2.3% | $1.99 | 26 |
| Consumer Discretionary — FY2026 consensus EPS moved from $1.94 to $1.99, a +2.3% revision across 26 analysts. | ||||
| 19 | IVZInvescoFinancials | +2.3% | $2.79 | 7 |
| Financials — FY2026 consensus EPS moved from $2.73 to $2.79, a +2.3% revision across 7 analysts. | ||||
| 20 | BACBank of AmericaFinancials | +2.1% | $4.60 | 14 |
| Financials — FY2026 consensus EPS moved from $4.51 to $4.60, a +2.1% revision across 14 analysts. | ||||
Biggest downward revisions
| # | Stock | Estimate change | FY consensus EPS | Analysts |
|---|---|---|---|---|
| 1 | MRKMerck & Co.Health Care | −45.7% | $2.78 | 8 |
| Health Care — FY2026 consensus EPS moved from $5.13 to $2.78, a −45.7% revision across 8 analysts. | ||||
| 2 | COINCoinbaseFinancials | −35.2% | $0.40 | 14 |
| Financials — FY2026 consensus EPS moved from $0.61 to $0.40, a −35.2% revision across 14 analysts. | ||||
| 3 | CPTCamden Property TrustReal Estate | −21.0% | $1.12 | 4 |
| Real Estate — FY2026 consensus EPS moved from $1.42 to $1.12, a −21.0% revision across 4 analysts. | ||||
| 4 | PNRPentairIndustrials | −8.3% | $4.90 | 10 |
| Industrials — FY2026 consensus EPS moved from $5.35 to $4.90, a −8.3% revision across 10 analysts. | ||||
| 5 | MOSMosaic Company (The)Materials | −6.0% | $0.76 | 8 |
| Materials — FY2026 consensus EPS moved from $0.81 to $0.76, a −6.0% revision across 8 analysts. | ||||
| 6 | CAGConagra BrandsConsumer Staples | −5.9% | $1.46 | 8 |
| Consumer Staples — FY2027 consensus EPS moved from $1.56 to $1.46, a −5.9% revision across 8 analysts. | ||||
| 7 | BIIBBiogenHealth Care | −4.3% | $13.65 | 18 |
| Health Care — FY2026 consensus EPS moved from $14.27 to $13.65, a −4.3% revision across 18 analysts. | ||||
| 8 | APAAPA CorporationEnergy | −4.3% | $5.80 | 14 |
| Energy — FY2026 consensus EPS moved from $6.06 to $5.80, a −4.3% revision across 14 analysts. | ||||
| 9 | FANGDiamondback EnergyEnergy | −3.8% | $18.94 | 14 |
| Energy — FY2026 consensus EPS moved from $19.70 to $18.94, a −3.8% revision across 14 analysts. | ||||
| 10 | DOWDow Inc.Materials | −3.8% | $2.83 | 8 |
| Materials — FY2026 consensus EPS moved from $2.95 to $2.83, a −3.8% revision across 8 analysts. | ||||
| 11 | LLYLilly (Eli)Health Care | −3.1% | $35.43 | 15 |
| Health Care — FY2026 consensus EPS moved from $36.56 to $35.43, a −3.1% revision across 15 analysts. | ||||
| 12 | TSCOTractor SupplyConsumer Discretionary | −3.0% | $2.04 | 19 |
| Consumer Discretionary — FY2026 consensus EPS moved from $2.10 to $2.04, a −3.0% revision across 19 analysts. | ||||
| 13 | NEMNewmontMaterials | −2.6% | $9.54 | 10 |
| Materials — FY2026 consensus EPS moved from $9.80 to $9.54, a −2.6% revision across 10 analysts. | ||||
| 14 | DVNDevon EnergyEnergy | −2.2% | $4.91 | 11 |
| Energy — FY2026 consensus EPS moved from $5.02 to $4.91, a −2.2% revision across 11 analysts. | ||||
| 15 | CLXCloroxConsumer Staples | −2.1% | $6.00 | 10 |
| Consumer Staples — FY2027 consensus EPS moved from $6.13 to $6.00, a −2.1% revision across 10 analysts. | ||||
| 16 | PSKYParamount Skydance CorporationCommunication Services | −1.9% | $0.62 | 13 |
| Communication Services — FY2026 consensus EPS moved from $0.63 to $0.62, a −1.9% revision across 13 analysts. | ||||
| 17 | LYBLyondellBasellMaterials | −1.9% | $8.76 | 9 |
| Materials — FY2026 consensus EPS moved from $8.93 to $8.76, a −1.9% revision across 9 analysts. | ||||
| 18 | WYWeyerhaeuserReal Estate | −1.9% | $0.33 | 7 |
| Real Estate — FY2026 consensus EPS moved from $0.34 to $0.33, a −1.9% revision across 7 analysts. | ||||
| 19 | WYNNWynn ResortsConsumer Discretionary | −1.7% | $4.54 | 10 |
| Consumer Discretionary — FY2026 consensus EPS moved from $4.61 to $4.54, a −1.7% revision across 10 analysts. | ||||
| 20 | LENLennarConsumer Discretionary | −1.6% | $5.50 | 10 |
| Consumer Discretionary — FY2026 consensus EPS moved from $5.59 to $5.50, a −1.6% revision across 10 analysts. | ||||