Biggest Earnings Revisions
Where analysts are raising — and cutting — the numbers
Updated August 16, 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 (August 2, 2026 → August 16, 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 | MPCMarathon PetroleumEnergy | +14.7% | $45.87 | 10 |
| Energy — FY2026 consensus EPS moved from $40.00 to $45.87, a +14.7% revision across 10 analysts. | ||||
| 2 | ZBRAZebra TechnologiesInformation Technology | +11.9% | $20.78 | 10 |
| Information Technology — FY2026 consensus EPS moved from $18.57 to $20.78, a +11.9% revision across 10 analysts. | ||||
| 3 | EXPDExpeditors InternationalIndustrials | +11.3% | $7.68 | 11 |
| Industrials — FY2026 consensus EPS moved from $6.90 to $7.68, a +11.3% revision across 11 analysts. | ||||
| 4 | ANETArista NetworksInformation Technology | +10.6% | $4.02 | 15 |
| Information Technology — FY2026 consensus EPS moved from $3.64 to $4.02, a +10.6% revision across 15 analysts. | ||||
| 5 | PLTRPalantir TechnologiesInformation Technology | +9.1% | $1.59 | 20 |
| Information Technology — FY2026 consensus EPS moved from $1.46 to $1.59, a +9.1% revision across 20 analysts. | ||||
| 6 | CATCaterpillar Inc.Industrials | +7.6% | $26.67 | 16 |
| Industrials — FY2026 consensus EPS moved from $24.78 to $26.67, a +7.6% revision across 16 analysts. | ||||
| 7 | SOLVSolventumHealth Care | +7.4% | $7.04 | 9 |
| Health Care — FY2026 consensus EPS moved from $6.55 to $7.04, a +7.4% revision across 9 analysts. | ||||
| 8 | ADMArcher Daniels MidlandConsumer Staples | +7.4% | $5.17 | 4 |
| Consumer Staples — FY2026 consensus EPS moved from $4.82 to $5.17, a +7.4% revision across 4 analysts. | ||||
| 9 | PSXPhillips 66Energy | +7.2% | $22.51 | 9 |
| Energy — FY2026 consensus EPS moved from $21.00 to $22.51, a +7.2% revision across 9 analysts. | ||||
| 10 | QQnity ElectronicsInformation Technology | +6.8% | $4.47 | 4 |
| Information Technology — FY2026 consensus EPS moved from $4.19 to $4.47, a +6.8% revision across 4 analysts. | ||||
| 11 | ITGartnerInformation Technology | +6.2% | $14.54 | 10 |
| Information Technology — FY2026 consensus EPS moved from $13.69 to $14.54, a +6.2% revision across 10 analysts. | ||||
| 12 | WDCWestern DigitalInformation Technology | +6.0% | $19.82 | 11 |
| Information Technology — FY2027 consensus EPS moved from $18.70 to $19.82, a +6.0% revision across 11 analysts. | ||||
| 13 | FANGDiamondback EnergyEnergy | +4.9% | $19.81 | 14 |
| Energy — FY2026 consensus EPS moved from $18.89 to $19.81, a +4.9% revision across 14 analysts. | ||||
| 14 | ZTSZoetisHealth Care | +4.8% | $6.87 | 10 |
| Health Care — FY2026 consensus EPS moved from $6.55 to $6.87, a +4.8% revision across 10 analysts. | ||||
| 15 | NWSNews Corp (Class B)Communication Services | +3.5% | $1.32 | 3 |
| Communication Services — FY2027 consensus EPS moved from $1.27 to $1.32, a +3.5% revision across 3 analysts. | ||||
| 16 | NWSANews Corp (Class A)Communication Services | +3.5% | $1.32 | 4 |
| Communication Services — FY2027 consensus EPS moved from $1.27 to $1.32, a +3.5% revision across 4 analysts. | ||||
| 17 | ONON SemiconductorInformation Technology | +3.4% | $3.20 | 20 |
| Information Technology — FY2026 consensus EPS moved from $3.09 to $3.20, a +3.4% revision across 20 analysts. | ||||
| 18 | CNCCentene CorporationHealth Care | +3.3% | $4.74 | 11 |
| Health Care — FY2026 consensus EPS moved from $4.59 to $4.74, a +3.3% revision across 11 analysts. | ||||
| 19 | LLYLilly (Eli)Health Care | +3.1% | $36.13 | 12 |
| Health Care — FY2026 consensus EPS moved from $35.04 to $36.13, a +3.1% revision across 12 analysts. | ||||
| 20 | MSIMotorola SolutionsInformation Technology | +3.1% | $17.49 | 9 |
| Information Technology — FY2026 consensus EPS moved from $16.96 to $17.49, a +3.1% revision across 9 analysts. | ||||
Biggest downward revisions
| # | Stock | Estimate change | FY consensus EPS | Analysts |
|---|---|---|---|---|
| 1 | IFFInternational Flavors & FragrancesMaterials | −18.4% | $3.57 | 5 |
| Materials — FY2026 consensus EPS moved from $4.38 to $3.57, a −18.4% revision across 5 analysts. | ||||
| 2 | PSKYParamount Skydance CorporationCommunication Services | −15.6% | $0.52 | 12 |
| Communication Services — FY2026 consensus EPS moved from $0.62 to $0.52, a −15.6% revision across 12 analysts. | ||||
| 3 | INCYIncyteHealth Care | −13.0% | $4.18 | 11 |
| Health Care — FY2026 consensus EPS moved from $4.80 to $4.18, a −13.0% revision across 11 analysts. | ||||
| 4 | MOSMosaic Company (The)Materials | −7.9% | $0.63 | 8 |
| Materials — FY2026 consensus EPS moved from $0.69 to $0.63, a −7.9% revision across 8 analysts. | ||||
| 5 | AREAlexandria Real Estate EquitiesReal Estate | −6.0% | $2.02 | 4 |
| Real Estate — FY2026 consensus EPS moved from $2.15 to $2.02, a −6.0% revision across 4 analysts. | ||||
| 6 | NRGNRG EnergyUtilities | −3.6% | $8.88 | 6 |
| Utilities — FY2026 consensus EPS moved from $9.21 to $8.88, a −3.6% revision across 6 analysts. | ||||
| 7 | TSLATesla, Inc.Consumer Discretionary | −2.7% | $1.69 | 25 |
| Consumer Discretionary — FY2026 consensus EPS moved from $1.74 to $1.69, a −2.7% revision across 25 analysts. | ||||
| 8 | APTVAptivConsumer Discretionary | −2.6% | $5.76 | 9 |
| Consumer Discretionary — FY2026 consensus EPS moved from $5.91 to $5.76, a −2.6% revision across 9 analysts. | ||||
| 9 | VRTXVertex PharmaceuticalsHealth Care | −2.4% | $18.77 | 11 |
| Health Care — FY2026 consensus EPS moved from $19.23 to $18.77, a −2.4% revision across 11 analysts. | ||||
| 10 | TSNTyson FoodsConsumer Staples | −2.0% | $3.89 | 7 |
| Consumer Staples — FY2026 consensus EPS moved from $3.97 to $3.89, a −2.0% revision across 7 analysts. | ||||
| 11 | XOMExxonMobilEnergy | −1.4% | $11.07 | 13 |
| Energy — FY2026 consensus EPS moved from $11.23 to $11.07, a −1.4% revision across 13 analysts. | ||||
| 12 | CLXCloroxConsumer Staples | −1.4% | $5.85 | 10 |
| Consumer Staples — FY2027 consensus EPS moved from $5.93 to $5.85, a −1.4% revision across 10 analysts. | ||||
| 13 | SWSmurfit WestrockMaterials | −1.3% | $2.21 | 7 |
| Materials — FY2026 consensus EPS moved from $2.24 to $2.21, a −1.3% revision across 7 analysts. | ||||
| 14 | BIIBBiogenHealth Care | −1.2% | $12.56 | 18 |
| Health Care — FY2026 consensus EPS moved from $12.71 to $12.56, a −1.2% revision across 18 analysts. | ||||
| 15 | UBERUberIndustrials | −1.1% | $3.31 | 23 |
| Industrials — FY2026 consensus EPS moved from $3.34 to $3.31, a −1.1% revision across 23 analysts. | ||||
| 16 | KMBKimberly-ClarkConsumer Staples | −1.0% | $7.45 | 8 |
| Consumer Staples — FY2026 consensus EPS moved from $7.52 to $7.45, a −1.0% revision across 8 analysts. | ||||
| 17 | FISFidelity National Information ServicesFinancials | −1.0% | $6.22 | 16 |
| Financials — FY2026 consensus EPS moved from $6.28 to $6.22, a −1.0% revision across 16 analysts. | ||||
| 18 | VSTVistra Corp.Utilities | −1.0% | $9.06 | 8 |
| Utilities — FY2026 consensus EPS moved from $9.15 to $9.06, a −1.0% revision across 8 analysts. | ||||
| 19 | ROLRollins, Inc.Industrials | −0.9% | $1.15 | 10 |
| Industrials — FY2026 consensus EPS moved from $1.16 to $1.15, a −0.9% revision across 10 analysts. | ||||
| 20 | GMGeneral MotorsConsumer Discretionary | −0.8% | $13.37 | 14 |
| Consumer Discretionary — FY2026 consensus EPS moved from $13.48 to $13.37, a −0.8% revision across 14 analysts. | ||||