Growth Stocks With Rising Earnings Estimates and Attractive Valuations

Conviction: 67% · Horizon: 1Y · 2026-05-19

DaVita combines improving profit expectations with a discounted growth valuation.

Current-year earnings estimates have risen meaningfully, while the PEG ratio remains well below the industry level.

Instrument	Side	Target	Reason
DVA	Long		DaVita has seen current-year earnings estimates rise 6.4% over 60 days, while its PEG ratio of 0.65 is far below the industry level of 2.16, suggesting improving fundamentals at a relatively attractive growth valuation.

Pitney Bowes shows strong earnings revisions with a modest growth valuation.

Earnings expectations have improved sharply, and the company trades at a PEG ratio slightly below its industry benchmark.

Instrument	Side	Target	Reason
PBI	Long		Pitney Bowes has benefited from an 11% increase in current-year earnings estimates over 60 days, and its PEG ratio of 0.71 is below the industry level of 0.77, supporting a long thesis based on improving profitability expectations and reasonable growth-adjusted valuation.

Lifetime Brands offers rapid estimate improvement and a below-industry PEG ratio.

The company has the strongest earnings estimate increase among the highlighted names and trades at a discount to the industry on PEG.

Instrument	Side	Target	Reason
LCUT	Long		Lifetime Brands has seen current-year earnings estimates rise 19.7% over 60 days, the strongest revision momentum in the article, while its PEG ratio of 0.72 remains below the industry level of 1.20, pointing to improving fundamentals at an attractive growth-adjusted price.

Themes

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CTGO HL Silver miners with asymmetric upside 2026-05-23

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RGTI ASTS NVTS RDW BB ENPH FCEL Speculative technology momentum is accelerating across small-cap growth stocks 2026-05-22

SREMF Scandium Junior Miner Momentum 2026-05-22

VSH VSH Supported by Major Earnings Estimate Upgrades 2026-05-22

SGML SGML Benefits From Strong Earnings Revision Momentum 2026-05-22

ASIC ASIC Backed by Improving Insurance Earnings Outlook 2026-05-22

HCSG HCSG Gains Support From Higher Profit Estimates 2026-05-22

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Value Stocks With Rising Earnings Estimates 2026-05-19

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