Growth Stocks With Improving Earnings Expectations

Conviction: 72% · Horizon: 6M · 2026-08-12
Match Group combines estimate momentum with a discounted growth valuation

Match Group has seen current-year earnings estimates rise while trading at a PEG ratio well below its industry, supporting a growth-at-reasonable-price case.

Instrument Side Target Reason
MTCH Long Match Group offers a favorable growth setup, with current-year earnings expectations revised higher by 7% over 60 days and a PEG ratio of 0.45 versus 8.23 for the industry.
Pitney Bowes shows steady earnings revisions and relative valuation support

Pitney Bowes benefits from rising current-year earnings estimates and a PEG ratio below the industry average, indicating improving fundamentals at a reasonable valuation.

Instrument Side Target Reason
PBI Long Pitney Bowes has improving current-year earnings expectations, with estimates up 3.7% over 60 days, while its 0.68 PEG ratio is below the industry level of 0.80.
Oscar Health has sharp earnings estimate momentum and favorable growth valuation

Oscar Health stands out for a large upward revision in current-year earnings expectations and a PEG ratio below its industry, supporting a high-growth healthcare technology thesis.

Instrument Side Target Reason
OSCR Long Oscar Health shows strong fundamental momentum, with current-year earnings estimates rising 183% over 60 days and a PEG ratio of 0.66 versus 0.90 for the industry.

Themes

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OUST Digital lidar as a standalone robotics-perception bet 2026-08-13
TSEM LITE Silicon Photonics for AI Optical Interconnects 2026-08-13
POET Physical AI Stack and Optical Engines 2026-08-13
SMH Optics and AI Rally Invites Near-Term Volatility 2026-08-13
DLO dLocal's 2030 earnings power still underpriced 2026-08-13
ES=F Stay bullish above 7800 2026-08-13
ES=F Soft PPI and ES overnight support 2026-08-13
AEVA Aeva as a dual play on 4D LiDAR and hyperscaler optical sourcing 2026-08-13
SNDR CNC TAL Growth Stocks With Rising Earnings Estimates 2026-08-13
PARR HRTG AERO Value Stocks With Improving Earnings Estimates 2026-08-13
WMG ROK NXRT CMI ADI JPM MCHP Income Stocks With Improving Earnings Outlooks 2026-08-13
MQ PARR DIOD HRTG AERO.MX Five Stocks Added to Strong Buy List 2026-08-13
QQQ QQQ Breakout Above 710 Unlocks Gap-Fill Rally 2026-08-13
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META Adding to Meta After Recycling Bumble Proceeds 2026-08-12
BMBL Bumble Position Fully Closed After a Deep Loss 2026-08-12
BE SREMF CWR.L Solid Oxide Fuel Cells 2026-08-12
COIN CRCL Stablecoins 2026-08-12
COHR LITE MRVL CRDO AAOI POET AEVA Silicon Photonics 2026-08-12
BMBL Bumble Position Unwind Toward Zero 2026-08-12
PBR NMDR.OL Tight Oil Supply and Permian Super-Spec Rigs 2026-08-12
AQST FDA Packaging Setbacks as Asymmetric Biopharma Entries 2026-08-12
BMBL Continued unwind of Bumble after a deep drawdown 2026-08-12
DGRO Dividend Growth Can Outperform the Market 2026-08-12
VTV Retire on $1M with a 15% earnings yield 2026-08-12
CZFS NTTYY MTCH Income Stocks With Rising Earnings Expectations 2026-08-12
MTCH OSCR PBI Growth Stocks With Improving Earnings Expectations 2026-08-12
CNR Core Natural Resources Earnings Estimates Surge 2026-08-12
SOLS Solstice Advanced Materials Estimates Move Higher 2026-08-12
KMX CarMax Earnings Expectations Rise 2026-08-12
THC Tenet Healthcare Profit Expectations Improve 2026-08-12
IX ORIX Earnings Outlook Strengthens 2026-08-12
ES=F Post-CPI Equity Rally Fade Into Support 2026-08-12
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KSS DK VSNT ECPG CMCO ALTO ILPT Value Stocks With Low Multiples and Improving Earnings Estimates 2026-08-11
UPBD APC PLOW WMG CRGY HAS PLGO Income Stocks With Rising Earnings Estimates 2026-08-11
FLXS CYD ALX DINO OPBK HLLY Five Stocks With Rising Earnings Estimates 2026-08-11
Momentum Stocks With Rising Earnings Estimates 2026-08-11
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OKLO SMR Nuclear and SMR Pure Plays After Market Cap Reset 2026-08-11
RIVN Rivian Automotive position increased 2026-08-11
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NVDA NVDA SPY AI Boom Financing Fragility and Cheap Downside Protection 2026-08-11
GLD BTC-USD ABTC Timed Rotation from Gold into Bitcoin 2026-08-10
CCB Regional Banks Draw Sustained Insider Buying 2026-08-10
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BMBL META RIVN Bumble Turnaround Stalls Amid Product Delays and Falling Revenue 2026-08-10
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COPX TAN SLV MP USAR UUUU SRL.AX Critical Minerals for EVs, Grid, Data Centers, and Robotics 2026-08-10
ABCL TEM LLY AI Drug Discovery Beyond the Semiconductor Crowd 2026-08-10
KEYS LFUS LITE UCTT AMAT CAPL VSH Momentum Stocks With Rising Earnings Estimates 2026-08-10
NESR BE SANM NVDA PENN FIVE SNDR Growth Stocks With Improving Earnings Estimates 2026-08-10
FXY Japan Yen Resilience Versus Internal Debt Collapse Fears 2026-08-10
USO UCO BNO Fujairah as the next oil-market escalation point 2026-08-10
QQQ Buy the Dip Into CPI After Post-FOMC Rally 2026-08-10
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PLTR NOW ADBE SAP Institutional AI Use Cases Over Consumer Hype 2026-08-09
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AMSSY SIVEF LITE COHR GLW CIEN AAOI Photonics still early as light replaces copper 2026-08-09
IWD Risk-On Regime Favors US Value Stocks 2026-08-09
GLD Weak Jobs and a Fed Pause Lift Gold 2026-08-09
ARDX CHYM ZETA AUTL HALO GLBE Rotation out of ARDX into breakout growth names 2026-08-09
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META OWL Mismatched Institutional Calendars in Hyperscale AI Campuses 2026-08-08
ZBRA SWK DASH ULTA SHW Multi-Day Breakouts Are Capturing Concentrated Weekly Momentum 2026-08-08
SPY QQQ America Is the Global Financial Bubble 2026-08-08
SPY Official Intervention and Dealer Hedging Now Set Equity Prices 2026-08-08
MAGS ES=F US Indexes Break Out of Multi-Month Flags 2026-08-08
IWM XBI NKTR PALI CRVS XLF KRE Small Caps, Financials, and Biotech Lead Market Breadth 2026-08-08
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