ESTIMATE REVISIONS · Data as of 2026-10-09
Where analysts are changing their minds.
What this is: Forward EPS estimate changes across the 2,104 companies with analyst estimates, compounded from 97 daily point-in-time captures through 2026-10-09.
A share price tells you what the market thinks today. An estimate revision tells you which way the people setting expectations have been moving — and they tend to move in the same direction for a while rather than jumping straight to the right answer.
We derive forward earnings per share by dividing price by forward P/E, both captured at the same moment each day, so price movement cancels out entirely: a name whose stock fell 20% while its estimates held steady shows a flat line here. Microsoft's implied forward EPS sat between $19.34 and $19.38 for two months while its share price swung from $460 to $365 and back above $500.
This is measured from our own point-in-time archive, captured daily since June 2026. Estimate history cannot be bought after the fact without risking silently restated numbers, so the window grows by one day at a time.
Biggest upgrades · last 30 days
Largest 30-day upward estimate revisions| Company | 30-day | 90-day | Fwd EPS | Score |
|---|
| MPC · Marathon Petroleum Corporation | +57.9% | +116.1% | $51.77 | 59.0 |
| DINO · HF Sinclair Corporation | +36.4% | +68.0% | $13.69 | 60.7 |
| VLO · Valero Energy Corporation | +32.3% | +96.8% | $43.14 | 55.4 |
| PARR · Par Pacific Holdings, Inc. | +27.3% | +46.1% | $15.05 | 65.2 |
| PSX · Phillips 66 | +25.7% | +50.4% | $26.78 | 47.8 |
| PURR · Hyperliquid Strategies Inc. | +25.4% | +25.4% | $0.37 | — |
| GLNG · Golar LNG Limited | +24.3% | +24.2% | $0.63 | 35.2 |
| FIGR · Figure Technology Solutions, Inc. | +23.0% | +22.7% | $1.89 | — |
| EQNR · Equinor ASA | +22.6% | +28.7% | $4.76 | 52.4 |
| HUN | +18.7% | +22.6% | $0.24 | — |
| CHRD · Chord Energy Corporation | +18.0% | +16.9% | $16.70 | 60.2 |
| FRO · Frontline plc | +16.9% | +48.5% | $5.24 | 40.0 |
| SPCX · Space Exploration Technologies Corp. | +16.8% | +9.8% | $1.95 | 27.7 |
| TALO · Talos Energy Inc. | +15.3% | +46.6% | $1.66 | 34.9 |
| PRGS · Progress Software Corporation | +15.2% | +15.0% | $7.18 | 67.9 |
| OSCR · Oscar Health, Inc. | +15.1% | +45.4% | $2.17 | 87.6 |
| CUZ · Cousins Properties Incorporated | +15.0% | +15.0% | $0.46 | — |
| SWKS · Skyworks Solutions, Inc. | +14.8% | +10.6% | $5.70 | 22.0 |
| COIN · Coinbase Global, Inc. | +14.6% | -22.5% | $3.14 | — |
| SNX · TD SYNNEX Corporation | +14.5% | +14.4% | $24.51 | 64.6 |
| STNG · Scorpio Tankers Inc. | +13.6% | -5.2% | $6.14 | 38.9 |
| WDS · Woodside Energy Group Ltd | +13.4% | +5.1% | $1.90 | 46.6 |
| IDT · IDT Corporation | +12.9% | +12.9% | $4.46 | 42.3 |
| UTHR · United Therapeutics Corporation | +12.5% | +2.3% | $33.79 | 55.0 |
| FTAI · FTAI Aviation Ltd. | +12.4% | +12.0% | $13.50 | 69.4 |
Biggest downgrades · last 30 days
Largest 30-day downward estimate revisions| Company | 30-day | 90-day | Fwd EPS | Score |
|---|
| ALK · Alaska Air Group, Inc. | -37.4% | -49.6% | $3.30 | 19.1 |
| OLN · Olin Corporation | -24.2% | -37.3% | $0.60 | 23.8 |
| LEN · Lennar Corporation | -18.7% | -20.4% | $5.26 | 25.3 |
| KNF · Knife River Corporation | -18.4% | -18.1% | $3.24 | 49.2 |
| SEDG · SolarEdge Technologies, Inc. | -16.8% | -22.2% | $0.81 | 28.7 |
| WTTR · Select Water Solutions, Inc. | -16.6% | -14.3% | $0.56 | 25.6 |
| ALGT · Allegiant Travel Company | -16.0% | -18.1% | $9.85 | 32.1 |
| KBH · KB Home | -16.0% | -16.0% | $3.73 | 29.3 |
| RYAAY · Ryanair Holdings plc | -15.6% | -24.2% | $3.99 | 44.2 |
| BNL · Broadstone Net Lease, Inc. | -13.2% | -15.2% | $0.69 | — |
| LPG · Dorian LPG Ltd. | -12.3% | +19.2% | $4.11 | 49.2 |
| CAR · Avis Budget Group, Inc. | -11.8% | -15.5% | $5.33 | 11.2 |
| ARGX · argenx SE | -11.7% | -5.7% | $34.72 | 77.2 |
| SFD · Smithfield Foods, Inc. | -11.3% | -15.0% | $2.17 | 41.8 |
| NNI · Nelnet, Inc. | -11.3% | -11.3% | $8.50 | — |
| MP · MP Materials Corp. | -10.9% | -22.4% | $0.80 | 18.4 |
| KFY · Korn Ferry | -10.7% | +1.0% | $6.38 | 65.1 |
| FLG · Flagstar Bank, National Association | -10.5% | -19.3% | $1.21 | — |
| LUV · Southwest Airlines Co. | -10.2% | -10.3% | $4.33 | 35.3 |
| PPLI · People Incorporated | -10.1% | -9.2% | $2.46 | 36.5 |
| CRC · California Resources Corporation | -10.0% | -14.5% | $3.85 | 40.3 |
| PICS · PicS N.V. | -9.9% | -4.7% | $2.94 | 51.1 |
| CRCL · Circle Internet Group | -9.9% | -25.4% | $1.41 | — |
| CRK · Comstock Resources, Inc. | -9.8% | -20.4% | $0.63 | 54.0 |
| DAL · Delta Air Lines, Inc. | -9.3% | -7.4% | $7.89 | 58.4 |
How to read this
A revision is not a forecast and not a recommendation. It says expectations are moving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. The Bull Rankings score in the last column is shown for context only; it weighs quality, growth and value together and does not include revisions.
Rows marked partial had a fiscal-year roll inside the window. When the forward horizon moves from one fiscal year to the next, implied EPS steps up or down because a different year is being quoted. That is a change of measuring stick rather than a change of view, so it is excluded — and the row is labeled, because the remaining figure then covers only part of the window.
Common questions
What is an earnings estimate revision?
It is the change in what analysts collectively expect a company to earn over the next year. Estimates are not fixed — they get raised after a strong quarter or improving guidance, and cut when demand softens. Because the consensus tends to move in the same direction for a while rather than jumping straight to the right answer, the direction of travel carries information the current number alone does not.
How is the revision measured here?
Forward earnings per share is implied by dividing the share price by the forward P/E, and we capture both every day. The revision is the compounded change in that implied EPS over the window. Because the calculation uses price and forward P/E from the SAME moment, price moves cancel out — the figure only moves when the estimate itself moves.
Why does the data start in June 2026?
Because that is when we began capturing it. Analyst estimate history cannot be sourced after the fact: data vendors serve only current estimates, and a vendor's historical estimates risk being quietly restated, which would make any measurement built on them look better than it was. The only estimate history that can be trusted is one recorded as-of each day, so we record our own and the window grows from there.
What does 'partial' mean next to a company?
It means a fiscal-year roll happened inside the window. When the forward horizon shifts from one fiscal year to the next, implied EPS jumps because a different year is being quoted — that is a change of measuring stick, not an upgrade. Those jumps are excluded from the figure, so the number shown covers only the rest of the window, and we label it rather than presenting a partial read as a complete one.
Does a rising estimate mean the stock is a buy?
No. A rising estimate says expectations are improving, not that the price already reflects them, and estimates can be revised back down just as readily. This page is one input among several — the Bull Rankings score itself weighs quality, growth and value together, and is shown here only for context.
Not investment advice. Informational purposes only — invest at your own risk.
Full terms.