In this article, we look at 10 Stocks With Rising Earnings Estimates and Fresh Catalysts.
Earnings estimate revisions have become a more important screen for investors as the market moves deeper into 2026 with profit expectations still rising. According to FactSet’s June 26 Earnings Insight report, the S&P 500 was expected to post year-over-year earnings growth of 23.1% for Q2 2026, up from 18.8% at the start of the quarter. Revenue expectations also improved, with projected Q2 revenue growth rising to 12.3% from 9.5% over the same period. FactSet noted that analysts also expected earnings growth of 26.7% for Q3 2026 and 24.3% for Q4 2026, suggesting that the revision cycle remains tied to forward demand rather than only backward-looking earnings beats.
The backdrop is not uniform, but several sectors are still benefiting from clearer catalysts. FactSet said 63 S&P 500 companies had issued positive EPS guidance for Q2 2026, above both the five-year and 10-year averages. Technology remains one of the major earnings drivers, with semiconductors expected to be the largest contributor to the sector’s profit growth, while AI continues to show up across corporate commentary. FactSet separately found that AI was mentioned on 337 S&P 500 earnings calls from March 15 through June 11, the highest level in at least a decade.
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Methodology
For this article, we screened U.S.-listed companies that had more upward than downward analyst EPS estimate revisions for the upcoming fiscal year over the past three months. Stocks also needed a company-specific development or a reputable news item within the last 42 days. The final list was ranked by net upward revisions to EPS estimates.
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10. AppLovin Corporation (NASDAQ:APP)
AppLovin Corporation (NASDAQ:APP) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 2 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 23 upward revisions and 2 downward revisions. That makes AppLovin a lower-ranked name on earnings revision breadth, but still a good fit because the catalyst is unusually direct.
On June 29, Raymond James initiated coverage with a Strong Buy rating and tied its bullish view to AppLovin’s expansion into e-commerce advertising. The firm said the move gives AppLovin a significant long-term growth opportunity beyond its legacy mobile app advertising base. The catalyst is the opening of Applovin Ads, powered by Axon, to a broader advertiser pool, which could turn a curated, access-constrained channel into a more scalable self-serve ad platform. The key watch item is whether e-commerce budgets can add durable revenue without weakening the margin profile that helped drive estimates higher.
AppLovin Corporation operates a software platform for mobile app developers and advertisers, including advertising, monetization, and AI-powered campaign optimization tools.
9. Reddit, Inc. (NYSE:RDDT)
Reddit, Inc. (NYSE:RDDT) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 6 upward EPS revisions and 1 downward revision for the upcoming fiscal year over the last three months, while revenue estimates show 27 upward revisions and 2 downward revisions. The revision mix is stronger on revenue than earnings, which fits a company still building out its monetization model.
On June 22, Axios reported that Reddit expanded its “community intelligence” advertising strategy at Cannes Lions with new tools tied to shopping research and product discovery. Reddit also said nearly half of shoppers verify AI-generated recommendations on the platform before buying, and that 1 in 4 Redditors buy a product after seeing their decision validated there. The catalyst is Reddit’s attempt to turn user discussions into a more valuable ad signal as AI changes search and shopping behavior. That makes the estimate story less about raw user growth and more about improving ad products, higher commercial intent, and better monetization of existing communities.
Reddit, Inc. operates an online community platform where users create, discuss, rank, and search content across interest-based forums.
8. Oracle Corporation (NYSE:ORCL)
Oracle Corporation (NYSE:ORCL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 22 upward EPS revisions and 14 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 30 upward revisions and 5 downward revisions. The ranking is held back by the downward EPS noise, but the revenue revision profile remains strong.
On June 10, Oracle reported fiscal fourth-quarter results and gave a sharply stronger cloud outlook, saying total revenue was expected to grow 27% to 29% and cloud revenue 58% to 64% in USD. The company also reported remaining performance obligations of $638 billion, up sharply year over year, showing that AI infrastructure contracts are still feeding future revenue visibility. The catalyst is Oracle Cloud Infrastructure becoming a larger part of the AI data-center buildout. The risk is that heavy capital spending can pressure cash flow, but the estimate-revision angle is supported by stronger cloud demand rather than a one-off earnings beat.
Oracle Corporation provides cloud infrastructure, database software, enterprise applications, and related technology services to businesses and government customers.
7. Credo Technology Group Holding Ltd (NASDAQ:CRDO)
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 15 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 14 upward revisions and no downward revisions. That gives Credo one of the cleaner revision profiles in the group, even if its raw revision count is smaller than the larger AI infrastructure names.
On June 1, Credo reported fiscal fourth-quarter revenue of $437 million, up 157% year over year, and guided current-quarter revenue above analyst expectations. The catalyst is the company’s deeper role in AI data-center connectivity, where active electrical cables, optical transceivers, DSPs, and retimers help improve cluster reliability and GPU utilization. Credo also completed its DustPhotonics acquisition on May 28, bringing silicon photonics technology in-house and expanding its optical interconnect roadmap across 800G, 1.6T, and future platforms. That gives the estimate story a product and integration angle, not just a hot-sector halo.
Credo Technology Group Holding Ltd develops high-speed connectivity products used in data centers, including active electrical cables, optical transceivers, retimers, and signal-processing chips.
6. Dell Technologies Inc. (NYSE:DELL)
Dell Technologies Inc. (NYSE:DELL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 19 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 17 upward revisions and none downward. The clean revision profile fits a company whose AI server business has moved from side story to main growth driver.
At the end of May, Reuters reported that Dell raised its annual revenue and profit forecasts amid stronger demand for AI-optimized servers. The company lifted its fiscal 2027 AI server revenue expectation to roughly $60 billion from a prior $50 billion view and raised adjusted EPS guidance to $17.90 from $12.90. Dell also reported first-quarter revenue of $43.84 billion, ahead of Wall Street expectations, with infrastructure solutions revenue up 181%. The catalyst is the scale-up of Nvidia-powered AI servers, supported by demand from cloud and enterprise customers. The estimate-revision angle is direct because guidance moved higher alongside a clear AI infrastructure demand reset.
Dell Technologies Inc. provides servers, storage, personal computers, software, and technology infrastructure products and services for enterprise, public-sector, and consumer customers.
5. Broadcom Inc. (NASDAQ:AVGO)
Broadcom Inc. (NASDAQ:AVGO) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 31 upward EPS revisions and 10 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 25 upward revisions and 13 downward revisions. The gross number of upward revisions is strong, though the downward revisions keep it below the cleaner names in the ranking.
On June 3, Broadcom reported fiscal second-quarter results and said AI semiconductor revenue rose 143% year over year to $10.8 billion, above its forecast. Management pointed to demand for custom AI accelerators and AI networking as the main drivers, keeping Broadcom tied to the hyperscaler buildout without relying solely on merchant GPUs. The catalyst is custom silicon adoption as large cloud customers look for workload-specific chips and networking systems to reduce bottlenecks in AI clusters. The estimate story remains supported by AI revenue growth, but the mixed revision profile suggests investors are also watching whether expectations have already moved ahead of near-term execution.
Broadcom Inc. designs semiconductor and infrastructure software products used across networking, broadband, wireless, storage, industrial, enterprise, and cloud markets.
4. Palantir Technologies Inc. (NASDAQ:PLTR)
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 25 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 27 upward revisions and none downward. That gives Palantir one of the cleanest revision profiles in the screen and supports its higher placement despite valuation concerns around the software group.
On June 29, Palantir said it launched an engine for deploying NVIDIA Nemotron open models in sovereign environments, with the collaboration aimed at U.S. government agencies and critical infrastructure. Earlier, on June 4, Palantir also announced availability on Google Cloud Marketplace, including integrations between BigQuery and Foundry and deeper connectivity between Gemini and AIP. The catalyst is not simply “AI exposure,” but distribution and deployment infrastructure for enterprise and government AI workflows. That matters for estimates because Palantir’s growth depends on converting AI interest into production software usage, contract expansion, and platform standardization.
Palantir Technologies Inc. builds software platforms that help commercial and government customers integrate data, run analytics, deploy AI systems, and manage operations.
3. Micron Technology, Inc. (NASDAQ:MU)
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 30 upward EPS revisions and no downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 33 upward revisions and no downward revisions. That gives Micron a very clean revision profile and a direct link between industry tightness and earnings momentum.
On June 24, Micron reported record fiscal third-quarter results, with revenue of $41.46 billion and earnings well ahead of expectations, while its fourth-quarter revenue outlook also came in above Wall Street estimates. The catalyst is the supply-demand imbalance in memory, especially as AI workloads increase demand for high-bandwidth memory, DRAM, and storage. Micron added another fresh signal on July 1, when it signed a long-term supply agreement with General Motors, one of several strategic customer agreements the company referenced around the quarter. The GM deal is not the core AI catalyst, but it reinforces the broader point: customers are locking in supply because memory has become a tighter, more strategic input.
Micron Technology, Inc. designs and manufactures memory and storage products, including DRAM, NAND, high-bandwidth memory, and solid-state storage solutions.
2. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 42 upward EPS revisions and 3 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 43 upward revisions and 2 downward revisions. That gives AMD one of the strongest raw revision profiles in the screen, second only to Nvidia in the final ranking.
On June 30, Barron’s reported that Wells Fargo raised its AMD price target to $615 from $505 while maintaining an Overweight rating. The firm tied the move to demand for AI-optimized server CPUs and projected AMD server CPU revenue to grow 68% in 2026 to $16 billion. The catalyst is broader than GPUs: agentic AI, cloud expansion, and enterprise modernization are increasing CPU demand alongside accelerator demand. That helps the estimate-revision story because AMD’s AI opportunity is no longer limited to Instinct GPUs. The company also has leverage to EPYC server CPUs, rack-scale AI systems, and data-center platform share gains.
Advanced Micro Devices, Inc. designs CPUs, GPUs, adaptive computing products, and data-center chips used across servers, PCs, gaming, embedded systems, and AI infrastructure.
1. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 44 upward EPS revisions and 4 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 46 upward revisions and 4 downward revisions. That gives Nvidia the strongest net EPS revision score in the screen, while the latest catalyst is tied to how the company may monetize AI infrastructure demand beyond one-time hardware sales.
On July 1, Nvidia said it was partnering with AI cloud companies through a revenue-sharing and credit-support model for large-scale, multi-tenant AI factories. Under the model, AI clouds sell Nvidia-powered cloud services, while Nvidia earns standard product revenue and a share of cloud revenue on supported capacity. The company said Sharon AI is deploying up to 40,000 Grace Blackwell GB300 GPUs, while Firmus is building a DSX AI factory campus in Batam, Indonesia, expected to scale to 360 megawatts and up to 170,000 Nvidia GPUs. The catalyst is stronger because it links Blackwell’s demand to a recurring, usage-linked revenue structure.
NVIDIA Corporation designs graphics processors, data-center accelerators, networking systems, CPUs, and AI software platforms used across gaming, cloud computing, enterprise AI, autonomous systems, robotics, and high-performance computing.
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