Momentum Stocks With Rising Earnings Estimates

Conviction: 72% · Horizon: 3M · 2026-07-17
Positive price momentum is backed by improving earnings expectations

Selected companies have outperformed the broader market over the last three months while analysts raised current-year earnings estimates.

Instrument Side Target Reason
XPO Long XPO combines an 8% rise in current-year earnings estimates over 60 days with a 15.6% three-month share gain, suggesting improving fundamentals and relative strength in freight transportation.
CAT Long Caterpillar benefits from an 8.5% increase in current-year earnings estimates and a 28% three-month share gain, pointing to resilient industrial machinery demand and strong investor appetite.
UIS Long Unisys shows the strongest earnings estimate revision among the group, with current-year expectations up 14.8% in 60 days and shares up 72.3% over three months, indicating powerful operating and market momentum.
AMN Long AMN Healthcare Services is benefiting from stronger profit expectations as demand for healthcare talent solutions supports a broader staffing and workforce-services platform, indicating improving earnings power.
MRX Long Marex Group is showing improving earnings momentum within a diversified global financial services platform, suggesting resilient client activity and better monetization across its operating lines.
PRLB Long Proto Labs combines a technology-enabled manufacturing model with exposure to prototyping and short-run production demand, and the upward earnings revisions imply improving utilization and operating leverage.
ATLC Long Atlanticus appears positioned to translate demand for credit and related financial products into stronger profitability, with higher earnings expectations pointing to improving portfolio performance and execution.
PBI Long Pitney Bowes offers exposure to transaction and commerce infrastructure across physical and digital channels, and the improved earnings outlook suggests better execution and profitability in a large-scale transaction network.
ALTO Long Alto Ingredients combines sharply improving earnings expectations with strong recent share performance, suggesting that operational improvement and better profitability outlook are being recognized by the market.
STRL Long Sterling Infrastructure benefits from improving earnings expectations and exceptional relative strength, which supports the view that demand across infrastructure, transportation, and building solutions remains favorable.
LSCC Long Lattice Semiconductor shows rising profit expectations alongside solid price momentum, indicating that investors may be pricing in healthier semiconductor demand and better earnings delivery ahead.
SNX Long TD SYNNEX is seeing a sharp increase in current-year earnings expectations, which supports the view that demand for IT distribution, cloud, cybersecurity, and integration services is strengthening and that operating execution is improving.
HG Long Hamilton Insurance Group is benefiting from meaningfully higher earnings expectations, suggesting improving underwriting and reinsurance conditions that can translate into stronger profitability.
LSCC Long Lattice Semiconductor shows one of the strongest upward earnings revisions in the group, indicating healthier demand and product mix in its semiconductor portfolio with room for margin support.
ALRS Long Alerus Financial is seeing higher current-year earnings expectations, which points to improving profitability for its banking franchise and better near-term operating performance.
LXFR Long Luxfer is posting higher earnings expectations, suggesting firmer demand and better profitability across its high-performance materials and gas containment businesses.
PLOW Long Current-year earnings estimates have risen 15.4% over the last 60 days, suggesting improving profitability expectations for the snow and ice control equipment business.
EL Long Current-year earnings estimates have increased 7.6% over the last 60 days, suggesting a better earnings outlook for the global beauty and personal care portfolio.
SHBI Long Current-year earnings estimates have risen 5.6% over the last 60 days, indicating improving profitability expectations for the regional banking business.
PGY Long Current-year earnings estimates have increased 12.2% over the last 60 days, supporting the case for improving fundamentals in AI-driven credit decisioning and capital allocation.
BMA Long Current-year earnings estimates have risen 11.1% over the last 60 days, pointing to improving profit expectations for a leading Argentine banking franchise.
PLOW Long Douglas Dynamics has improving earnings expectations, with current-year profit estimates rising 15.4% over 60 days, supporting a constructive view on its commercial vehicle solutions business.
TXN Long Texas Instruments benefits from a sharp 20.6% increase in current-year earnings estimates over 60 days, indicating improving expectations for its semiconductor fundamentals.
THG Long The Hanover Insurance Group shows positive earnings momentum, with current-year profit estimates up 9.5% over 60 days, pointing to stronger expectations for its insurance operations.
UIS Long Unisys has seen current-year earnings estimates rise 14.8% over 60 days, suggesting improving expectations for its technology services business.
EZPW Long EZCORP has positive earnings revision momentum, with current-year profit estimates rising 11.1% over 60 days, supporting a bullish view on its pawn services business.
JBHT Long J.B. Hunt combines improving current-year earnings expectations with strong relative price performance, as shares rose 18.8% over three months while the broader market declined.
TSM Long Taiwan Semiconductor shows positive earnings estimate revisions and strong share momentum, with a 12.1% three-month gain despite weakness in the broader market.
JPM Long JPMorgan benefits from rising current-year earnings expectations and positive price momentum, with shares up 8.7% over three months while the broader market fell.
JLL Long Real estate and investment management demand appears supported by improving profit expectations, with current-year earnings estimates rising 4.8% over the last 60 days.
ADM Long The agricultural commodities and ingredients business is backed by improving forward profitability expectations, with next-year earnings estimates up 5.1% over the last 60 days.
CMI Long The global power solutions provider is showing strong earnings momentum, with current-year profit estimates rising 12.6% over the last 60 days.
ROG Long Demand for engineered materials and components is reflected in improving profitability expectations, with current-year earnings estimates increasing 14.5% over the last 60 days.
ASYS Long Semiconductor and automotive equipment exposure is paired with sharply improving profit expectations, as current-year earnings estimates rose 28% over the last 60 days.

Themes

SPY RSP SPY Index Fund Retirement System as a Structural Market Bomb 2026-07-17
NBIS Neocloud Debt Financing Gap and Capital Market Access 2026-07-17
GECC BHP CAPL GSBC LCUT KSS MNR Income Stocks With Rising Earnings Estimates 2026-07-17
GS Goldman Sachs Profit Outlook Improves 2026-07-17
C Citigroup Earnings Revisions Turn Positive 2026-07-17
P Everpure Earnings Estimates Improve 2026-07-17
JPM JPMorgan Earnings Estimates Rise 2026-07-17
UI Ubiquiti Earnings Momentum Strengthens 2026-07-17
XPO CAT UIS AMN MRX PRLB ATLC Momentum Stocks With Rising Earnings Estimates 2026-07-17
XLK XLE Short Tech, Long Energy 2026-07-17
NVDA AI Capex Set to Top $1 Trillion 2026-07-17
META Meta undervalued on AI and VR optionality 2026-07-17
HOOD Relative preference for Meta over Robinhood 2026-07-17
OUST 6324.T COPX VPG RRX SLV MU Robotics Bull Case Still Intact After FinX Chart Frenzy 2026-07-17
Nebius valuation reset after bullish backlog catalyst 2026-07-17
NBIS market cap nears $40b customer commitments 2026-07-17
NVDA High-beta AI selloff driven by open-source model pressure 2026-07-17
6324.T Robotics and physical AI still undervalued after the bullish setup 2026-07-17
NBIS AMD MU AAOI MRVL AI Infrastructure Overextension Unwinding 2026-07-17
NVDA Competitive AI models lift usage and keep inference demand elevated 2026-07-17
LITE MRVL AI infrastructure CapEx still under-forecast 2026-07-17
SMH AI/Semi valuations wrongly conflated with frontier models 2026-07-17
SPY FinX Panic on Market Dip 2026-07-16
AAOI CRDO MRVL LITE AI Capex Supercycle and Undervalued Co-Packaged Optics 2026-07-16
MU ES=F Localized AI and memory carnage amid resilient broader market 2026-07-16
ABCL TEM LLY Healthcare and Biotech Inflection via AI and Capital Rotation 2026-07-16
GLD Gold Bid Ahead of China Stimulus 2026-07-16
OUST Ouster Lidar Opportunity After Selloff 2026-07-16
AMZN UBER AAPL Concentrated Bets and Shared Favorites Among Top Investors 2026-07-16
MSFT V Traditional Defensive Stocks No Longer Protect Portfolios 2026-07-16
AVGO CRWD ARM NET AMD PLTR MSFT Street Sees Explosive Free Cash Flow Growth Ahead 2026-07-16
VTI VXUS Financial Assets Beat Cash and Housing for Building Wealth 2026-07-16
TUR Turkey as a Deep-Value Equity Market After Foreign Capital Flight 2026-07-16
NBIS NBIS Not an Overnight Business-Model Pivot 2026-07-16
LMND LLY TEM TMDX UNH AMD MU Selective Strength in AI Infrastructure Amid Overextension Signals 2026-07-16
GLW ADTN LTPH AMSSY MXL COHR Photonics and optical interconnect megatrend 2026-07-16
Nebius asset-light AI cloud partner model 2026-07-16
IGV Sector Rotation From AI Hardware Into Software and China Internet 2026-07-15
AEHR AI-adjacent names at suppressed levels into earnings 2026-07-15
SPCX SPCX trading below IPO price 2026-07-15
QQQ GOOGL Corporate Buyback Bid Is Missing Despite Record Announcements 2026-07-15
NBIS Neo-cloud consolidation around AI infrastructure winners 2026-07-15
GGAL Argentine Bank Director Accumulates to a Round Three Million Shares 2026-07-15
YEXT Software Insider Steps Into Out-of-Favor Yext Near Five Dollars 2026-07-15
DLR MSFT NDAQ Dividend Stocks With the Largest Wall Street Upside 2026-07-15
NVDA NVIDIA next-gen AI rack roadmap still on track 2026-07-15
Unbounded AI Productivity Gains 2026-07-15
NVDA AI-Driven Expansion of Global GDP 2026-07-15
ASML Semiconductor Equipment Demand Strength 2026-07-15
AEHR Test Systems AI and Photonics Demand Surge 2026-07-15
COHR TER ISRG AI Opportunities Beyond What Markets Have Priced In 2026-07-15
SPY Short-term equity bounce into week-end 2026-07-15
TAN Solar leads a broad-risk-on session with strong market breadth 2026-07-14
SPY Softer-than-expected CPI fuels US equity rally ahead of PPI 2026-07-14
IWM US small caps extend 2026 year-to-date leadership 2026-07-14
GLD Gold price as the global maximum of monetary and commodity use values 2026-07-14
AAOI Optical networking supplier rides datacenter and AI connectivity demand 2026-07-14
TIP VNQ ARCC Thirty-year real yields at crisis-era levels while risk assets stay euphoric 2026-07-14
TLT NVDA XLY Disinflation narrative pivot and rotation away from AI and debasement trades 2026-07-14
Gradual accumulation in optical networking equities 2026-07-14
CRDO OUST LMND SEI SVM Conviction accumulation in asymmetric growth and cyclical names 2026-07-14
LLY MU Megacap opportunities outside SMID-cap focus 2026-07-14
AAOI MU Hyperscaler capital expenditure surge to $1.4 trillion by 2028 2026-07-14
TMDX TransMedics selloff despite CEO insider buying and durable growth 2026-07-14
SHLS Solar BOS leader rerating after street target lift 2026-07-14
HP The World Is Running Out of Places to Get Oil in a Hurry 2026-07-14
TKR 6481.T Robotics actuator and bearing components 2026-07-14
ATNI Last independent subsea fiber in a Malone-dominated state 2026-07-14
SBUX PLOW LXFR JD TGT Income Stocks With Rising Earnings Estimates 2026-07-14
FAF ALRS PGY GDOT ECPG CMCO PEB Value Stocks With Rising Earnings Estimates 2026-07-14
DVA FIVE PBI ALH.AQ SCCO NESR Three Growth Stocks With Improving Earnings Outlooks 2026-07-14
GECC ORLA HTLD MEOH NCNO JD BWAY Earnings Estimate Momentum Across Five Newly Highlighted Stocks 2026-07-14
BRK-B Quality factor lags in an AI-driven market exaggeration phase 2026-07-14
TransMedics trades below 4x revenue for the first time 2026-07-14
KEYS LFUS LITE UCTT AMAT CAPL VSH Three Momentum Stocks With Rising Earnings Estimates 2026-07-13
FXY The end of structural yen devaluation 2026-07-13
MSFT SHV AI capex, wealth effect, and Fed policy form a fragile circular loop 2026-07-13
OpenAI-specific funding stress rather than a broad AI sector bubble 2026-07-13
VT Passive giant ownership and invisible futures reshape equity risk premia 2026-07-13
GLD Bond credibility fades and gold replaces Treasuries as collateral of choice 2026-07-13
SHY RSP US growth and portfolios hinge on a single AI factor 2026-07-13
QQQ TLT Tactical 10–20% correction with rotation from new-era leaders to the broad market 2026-07-13
DHI Sunbelt housing freeze breaks into distressed crash pricing 2026-07-13
XLE Strait of Hormuz disruption reprices oil toward $80–$90 with recession tail at $140 2026-07-13
LEU CRDO OUST USAR AAOI NBIS TEM High-conviction equities through short-term drawdowns 2026-07-13
AVGO AMD PLTR MRVL LITE NBIS SPCX High-growth screen — revenue and EBITDA compounders 2026-07-13
UCO USO BNO Oil prices disconnected from extreme supply risk and inventory tightness 2026-07-13
Leveraged ETFs and daily-reset volatility decay 2026-07-13
TLT End of the yen devaluation regime 2026-07-13
NVDA MU AAOI Hyperscaler AI capital expenditure surge leaves semiconductor and optical names cheap on pullbacks 2026-07-13
TEM Tempus AI data and applications revenue scale 2026-07-13
RBC Robotics actuator and bearing components as the primary BOM leverage in humanoid growth 2026-07-13
URA SMR DNN Uranium sector pullback as a multi-decade entry 2026-07-13
LEU Uranium enrichment equity priced at a steep growth premium 2026-07-13
MU QQQ Passive flows and benchmark concentration have structurally broken buy-and-hold returns and active stock picking 2026-07-13
XLE Hormuz closure and oil shock with equity bull trend still intact 2026-07-13
ROKU M&A locks Roku out of momentum investing 2026-07-13
XBI CIBR Leadership broadens from AI hardware into biotech and cybersecurity 2026-07-13
NVDA MU UPST RDDT APP ZETA PLTR PEG ratios on two-year forward earnings growth 2026-07-13
NVGN.MX Neurorepair value shifts from copyable peptides to mapped, monetizable functional outcomes 2026-07-13
Retail leverage euphoria as a late-cycle warning 2026-07-13
ZTS Fund flows force quality managers to trade; markets price forward growth 2026-07-13
MELI Latin American e-commerce and fintech platform leadership 2026-07-13
Megacap tech indexes lead while small caps lag 2026-07-13
The dramatic attention filter in markets and life 2026-07-13
SOXX XBI KWEB ARKK MSOS Q2 earnings season and multi-timeframe sector rotation 2026-07-12
IWD Risk-on regime with tactical US value overweight 2026-07-12
IEV EWJ Developed international equities on cyclical upswing 2026-07-12
SPY Thirteen-year secular bull market may still have years to run 2026-07-12
TLT Rates and bonds skew toward higher yields with choppy paths 2026-07-12
MAGS SMH Semiconductor complex near-term repair phase 2026-07-12
EWY South Korea beta loss threatens high-beta global risk appetite 2026-07-12
QQQ SPY Historic bull market with broad index flag breakouts 2026-07-12
SMTI ASTS Satellite and niche growth names emerging as relative value 2026-07-12
XLE Energy tape weak unless trend resistance is reclaimed 2026-07-12
KRE IWM Small-cap and cyclical leadership rotation 2026-07-12

The content on this page is for informational purposes only and does not constitute financial advice. Stoquate is not a licensed financial advisor. Always conduct your own research and consult a qualified professional before making any investment decisions.