Biggest Earnings Revisions
Where analysts are raising — and cutting — the numbers
Updated June 21, 2026
When Wall Street analysts change their earnings estimates, they’re rarely the first to know something — but they’re quick to follow it, and the direction they move tends to keep moving. A steady drumbeat of upward revisions is one of the most durable momentum signals in markets; a cascade of cuts is the opposite. This board tracks the change in next-year consensus EPS between our two most recent snapshots (June 18, 2026 → June 21, 2026).
Read it as a measure of changing expectations, not absolute value. A name with rising estimates is one the analyst community is growing more confident in; the size of the move, and the number of analysts behind it, tell you how much weight to give it.
Biggest upward revisions
| # | Stock | Estimate change | FY consensus EPS | Analysts |
|---|---|---|---|---|
| 1 | PGRProgressive CorporationFinancials | +4.2% | $17.10 | 16 |
| Financials — FY2026 consensus EPS moved from $16.41 to $17.10, a +4.2% revision across 16 analysts. | ||||
| 2 | COINCoinbaseFinancials | +3.9% | $0.64 | 15 |
| Financials — FY2026 consensus EPS moved from $0.62 to $0.64, a +3.9% revision across 15 analysts. | ||||
| 3 | DELLDell TechnologiesInformation Technology | +2.4% | $18.38 | 13 |
| Information Technology — FY2027 consensus EPS moved from $17.95 to $18.38, a +2.4% revision across 13 analysts. | ||||
| 4 | LUVSouthwest AirlinesIndustrials | +1.8% | $2.72 | 14 |
| Industrials — FY2026 consensus EPS moved from $2.67 to $2.72, a +1.8% revision across 14 analysts. | ||||
| 5 | ALBAlbemarle CorporationMaterials | +1.5% | $12.38 | 11 |
| Materials — FY2026 consensus EPS moved from $12.19 to $12.38, a +1.5% revision across 11 analysts. | ||||
| 6 | MUMicron TechnologyInformation Technology | +1.3% | $62.34 | 21 |
| Information Technology — FY2026 consensus EPS moved from $61.55 to $62.34, a +1.3% revision across 21 analysts. | ||||
| 7 | ALLAllstateFinancials | +1.3% | $30.11 | 13 |
| Financials — FY2026 consensus EPS moved from $29.73 to $30.11, a +1.3% revision across 13 analysts. | ||||
| 8 | FCXFreeport-McMoRanMaterials | +1.2% | $2.73 | 12 |
| Materials — FY2026 consensus EPS moved from $2.70 to $2.73, a +1.2% revision across 12 analysts. | ||||
| 9 | BGBunge GlobalConsumer Staples | +1.2% | $9.38 | 3 |
| Consumer Staples — FY2026 consensus EPS moved from $9.27 to $9.38, a +1.2% revision across 3 analysts. | ||||
| 10 | JBLJabilInformation Technology | +1.2% | $12.76 | 6 |
| Information Technology — FY2026 consensus EPS moved from $12.60 to $12.76, a +1.2% revision across 6 analysts. | ||||
| 11 | DALDelta Air LinesIndustrials | +1.1% | $5.54 | 12 |
| Industrials — FY2026 consensus EPS moved from $5.47 to $5.54, a +1.1% revision across 12 analysts. | ||||
| 12 | LYBLyondellBasellMaterials | +0.9% | $9.52 | 9 |
| Materials — FY2026 consensus EPS moved from $9.44 to $9.52, a +0.9% revision across 9 analysts. | ||||
| 13 | APAAPA CorporationEnergy | +0.6% | $6.50 | 15 |
| Energy — FY2026 consensus EPS moved from $6.47 to $6.50, a +0.6% revision across 15 analysts. | ||||
| 14 | HOODRobinhood MarketsFinancials | +0.5% | $1.86 | 17 |
| Financials — FY2026 consensus EPS moved from $1.85 to $1.86, a +0.5% revision across 17 analysts. | ||||
| 15 | VRTVertivIndustrials | +0.5% | $6.49 | 14 |
| Industrials — FY2026 consensus EPS moved from $6.46 to $6.49, a +0.5% revision across 14 analysts. | ||||
| 16 | NCLHNorwegian Cruise Line HoldingsConsumer Discretionary | +0.4% | $1.65 | 13 |
| Consumer Discretionary — FY2026 consensus EPS moved from $1.64 to $1.65, a +0.4% revision across 13 analysts. | ||||
| 17 | NEENextEra EnergyUtilities | +0.4% | $4.07 | 13 |
| Utilities — FY2026 consensus EPS moved from $4.05 to $4.07, a +0.4% revision across 13 analysts. | ||||
| 18 | PTCPTC Inc.Information Technology | +0.3% | $8.03 | 12 |
| Information Technology — FY2026 consensus EPS moved from $8.00 to $8.03, a +0.3% revision across 12 analysts. | ||||
| 19 | NXPINXP SemiconductorsInformation Technology | +0.3% | $14.76 | 16 |
| Information Technology — FY2026 consensus EPS moved from $14.71 to $14.76, a +0.3% revision across 16 analysts. | ||||
| 20 | DOWDow Inc.Materials | +0.3% | $3.20 | 8 |
| Materials — FY2026 consensus EPS moved from $3.19 to $3.20, a +0.3% revision across 8 analysts. | ||||
Biggest downward revisions
| # | Stock | Estimate change | FY consensus EPS | Analysts |
|---|---|---|---|---|
| 1 | STLDSteel DynamicsMaterials | −2.0% | $15.90 | 6 |
| Materials — FY2026 consensus EPS moved from $16.21 to $15.90, a −2.0% revision across 6 analysts. | ||||
| 2 | IPInternational PaperMaterials | −1.9% | $1.38 | 8 |
| Materials — FY2026 consensus EPS moved from $1.41 to $1.38, a −1.9% revision across 8 analysts. | ||||
| 3 | NVRNVR, Inc.Consumer Discretionary | −1.0% | $357.14 | 4 |
| Consumer Discretionary — FY2026 consensus EPS moved from $360.84 to $357.14, a −1.0% revision across 4 analysts. | ||||
| 4 | LENLennarConsumer Discretionary | −0.8% | $5.62 | 11 |
| Consumer Discretionary — FY2026 consensus EPS moved from $5.66 to $5.62, a −0.8% revision across 11 analysts. | ||||
| 5 | EXRExtra Space StorageReal Estate | −0.7% | $4.61 | 7 |
| Real Estate — FY2026 consensus EPS moved from $4.64 to $4.61, a −0.7% revision across 7 analysts. | ||||
| 6 | KRKrogerConsumer Staples | −0.6% | $5.20 | 12 |
| Consumer Staples — FY2027 consensus EPS moved from $5.23 to $5.20, a −0.6% revision across 12 analysts. | ||||
| 7 | GEVGE VernovaIndustrials | −0.6% | $29.15 | 15 |
| Industrials — FY2026 consensus EPS moved from $29.33 to $29.15, a −0.6% revision across 15 analysts. | ||||
| 8 | TECHBio-TechneHealth Care | −0.6% | $1.92 | 9 |
| Health Care — FY2026 consensus EPS moved from $1.94 to $1.92, a −0.6% revision across 9 analysts. | ||||
| 9 | LULULululemon AthleticaConsumer Discretionary | −0.5% | $10.99 | 17 |
| Consumer Discretionary — FY2027 consensus EPS moved from $11.04 to $10.99, a −0.5% revision across 17 analysts. | ||||
| 10 | CAGConagra BrandsConsumer Staples | −0.5% | $1.58 | 10 |
| Consumer Staples — FY2027 consensus EPS moved from $1.59 to $1.58, a −0.5% revision across 10 analysts. | ||||
| 11 | UBERUberIndustrials | −0.5% | $3.30 | 29 |
| Industrials — FY2026 consensus EPS moved from $3.32 to $3.30, a −0.5% revision across 29 analysts. | ||||
| 12 | PRUPrudential FinancialFinancials | −0.3% | $13.69 | 9 |
| Financials — FY2026 consensus EPS moved from $13.74 to $13.69, a −0.3% revision across 9 analysts. | ||||
| 13 | AJGArthur J. Gallagher & Co.Financials | −0.3% | $13.23 | 13 |
| Financials — FY2026 consensus EPS moved from $13.28 to $13.23, a −0.3% revision across 13 analysts. | ||||
| 14 | NEMNewmontMaterials | −0.3% | $10.28 | 11 |
| Materials — FY2026 consensus EPS moved from $10.31 to $10.28, a −0.3% revision across 11 analysts. | ||||
| 15 | YUMYum! BrandsConsumer Discretionary | −0.2% | $6.76 | 14 |
| Consumer Discretionary — FY2026 consensus EPS moved from $6.78 to $6.76, a −0.2% revision across 14 analysts. | ||||
| 16 | TSNTyson FoodsConsumer Staples | −0.2% | $4.04 | 6 |
| Consumer Staples — FY2026 consensus EPS moved from $4.05 to $4.04, a −0.2% revision across 6 analysts. | ||||
| 17 | BIIBBiogenHealth Care | −0.2% | $14.52 | 16 |
| Health Care — FY2026 consensus EPS moved from $14.55 to $14.52, a −0.2% revision across 16 analysts. | ||||
| 18 | HASHasbroConsumer Discretionary | −0.2% | $5.96 | 9 |
| Consumer Discretionary — FY2026 consensus EPS moved from $5.97 to $5.96, a −0.2% revision across 9 analysts. | ||||
| 19 | FDXFedExIndustrials | −0.2% | $22.57 | 7 |
| Industrials — FY2027 consensus EPS moved from $22.61 to $22.57, a −0.2% revision across 7 analysts. | ||||
| 20 | VSTVistra Corp.Utilities | −0.1% | $9.14 | 11 |
| Utilities — FY2026 consensus EPS moved from $9.15 to $9.14, a −0.1% revision across 11 analysts. | ||||