Growth Stocks With Rising Earnings Estimates

Conviction: 72% · Horizon: 1Y · 2026-08-13
Earnings upgrades and attractive PEG ratios support growth upside

Schneider National, Centene, and TAL Education combine improving earnings expectations with PEG ratios below their industry averages, suggesting growth is available at relatively attractive valuations.

Instrument Side Target Reason
SNDR Long Schneider National offers exposure to truckload, intermodal, and logistics services, with current-year earnings estimates rising 13.3% over 60 days and a PEG ratio of 0.80 versus the industry’s 1.41, indicating improving profit expectations at a comparatively attractive growth valuation.
CNC Long Centene’s managed care business is supported by sharply improving current-year earnings expectations, with estimates up 36.6% over 60 days, while its PEG ratio of 0.36 is well below the industry’s 1.20, pointing to strong growth potential at a discounted valuation.
TAL Long TAL Education shows strong earnings momentum in the EdTech sector, with current-year profit estimates rising 36.5% over 60 days and a PEG ratio of 0.77 below the industry’s 0.95, suggesting improving fundamentals and reasonable growth valuation.

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