S&P 500

Revisions Momentum

Where the Street is quietly moving numbers. Ranks every name by estimate drift — how much consensus EPS has changed over the last 90/30 days — and revision breadth (analysts revising up vs down). Rising estimates ahead of a print is one of the most durable public-market signals (the PEAD factor). Decision-support, not advice.

Sector revision breadth — avg 90-day EPS drift · % of names net-upgraded
150 of 499 covered · S&P 500
#NameMomentumEPS Δ 90dEPS Δ 30dRevisionsNext-yr ΔUpside
1INTCInformation Technology
99
+125.8%+0.3%35 0+56.9%-25%
2DELLInformation Technology
95
+43.2%+39.7%22 0+50.9%+17%
3TXNInformation Technology
95
+19.8%-0.1%29 0+16.5%+4%
4AMZNConsumer Discretionary
94
+11.7%+0.2%48 1+4.5%+30%
5DDOGInformation Technology
94
+11.8%+0.0%42 0+7.9%-3%
6EOGEnergy
94
+44.7%+0.6%21 3+21.3%+21%
7GEVIndustrials
94
+107.8%-0.8%16 0+7.3%+10%
8HPEInformation Technology
94
+40.9%+40.5%18 0+46.4%+44%
9MCHPInformation Technology
94
+18.8%+0.1%23 1+10.3%+27%
10ALBMaterials
93
+51.0%+6.2%17 1+41.9%+64%
11AMDInformation Technology
93
+11.5%+0.2%39 4+22.4%-6%
12AMATInformation Technology
92
+10.8%+0.2%30 0+18.5%-17%
13APAEnergy
92
+61.6%-1.4%17 2+30.2%+32%
14CNCHealth Care
92
+17.6%-0.3%19 0+9.8%-4%
15NVDAInformation Technology
92
+8.2%+0.3%41 2+14.9%+55%
16PLTRInformation Technology
92
+11.4%+0.6%26 0+11.5%+58%
17ADIInformation Technology
90
+8.1%-0.0%27 0+14.4%+16%
18CRMInformation Technology
90
+7.0%-0.3%44 0+3.8%+56%
19ELConsumer Staples
90
+8.6%+0.2%22 0+5.0%+20%
20FANGEnergy
90
+48.0%-0.0%18 6+20.0%+30%
21CVXEnergy
89
+59.3%-1.7%16 5+26.6%+29%
22LRCXInformation Technology
89
+6.7%+0.1%32 0+15.8%-16%
23ROKIndustrials
89
+7.2%+0.2%25 0+6.3%-4%
24SMCIInformation Technology
89
+15.1%+0.0%15 0+5.4%+32%
25XYZFinancials
89
+6.5%+0.2%35 0+5.5%+16%
26FTNTInformation Technology
88
+6.0%-0.0%39 0+3.5%-27%
27KEYSInformation Technology
88
+15.0%+0.0%13 0+15.8%+13%
28MRVLInformation Technology
88
+5.9%+0.5%36 1+13.6%-10%
29ONInformation Technology
88
+6.4%+0.3%30 1+7.1%+29%
30SWKSInformation Technology
88
+7.1%-0.1%20 0+3.0%+8%
31NXPIInformation Technology
88
+6.3%+0.3%26 0+5.8%+11%
32COPEnergy
87
+50.7%-1.3%10 1+28.0%+38%
33MPWRInformation Technology
87
+11.6%+0.0%15 0+17.4%+36%
34TPRConsumer Discretionary
87
+7.4%-0.0%19 0+7.4%+14%
35EXPDIndustrials
86
+12.4%+0.2%13 0+6.0%-9%
36FLEXInformation Technology
86
+24.4%+0.8%9 0+71.4%+1%
37FOXACommunication Services
86
+7.4%+0.1%16 0+11.5%+42%
38TGTConsumer Staples
86
+4.5%+0.3%33 1+4.9%-0%
39VRTIndustrials
86
+5.7%+0.0%24 0+10.4%+23%
40XOMEnergy
86
+32.5%+0.4%10 2+17.3%+25%
41CIENInformation Technology
85
+6.6%+4.8%18 1+16.8%+18%
42GNRCIndustrials
84
+6.1%+0.3%17 1+7.1%+1%
43LITEInformation Technology
84
+5.7%-0.4%19 0+21.0%+31%
44NTRSFinancials
84
+14.1%+5.4%10 1+8.7%+0%
45PTCInformation Technology
84
+5.3%+0.4%18 0+4.3%+57%
46ROSTConsumer Discretionary
84
+6.2%+0.0%16 0+5.8%+23%
47ADMConsumer Staples
83
+13.0%-0.4%9 0+13.0%-3%
48HWMIndustrials
83
+9.8%+0.3%10 0+9.8%+14%
49PSXEnergy
83
+30.3%+0.8%6 0+22.9%+12%
50UDRReal Estate
83
+69.3%-0.6%5 0-6.7%+1%
51AAPLInformation Technology
82
+3.1%+0.1%35 2+3.5%+12%
52CVSHealth Care
82
+3.7%+0.0%22 0+2.5%+2%
53DLTRConsumer Staples
82
+3.4%+0.0%22 0+3.4%+2%
54FIXIndustrials
82
+17.4%+0.3%7 0+20.6%+5%
55GWWIndustrials
82
+4.5%+0.0%17 0+3.8%-6%
56METACommunication Services
82
+10.9%-0.2%9 0+1.6%+47%
57MPCEnergy
82
+54.3%+4.0%5 0+35.7%+5%
58MSFinancials
82
+4.4%+0.4%18 1+3.4%-2%
59STTFinancials
82
+7.6%+1.3%12 1+7.3%-0%
60DISCommunication Services
81
+2.9%+0.2%25 0+2.0%+31%
61ELVHealth Care
81
+3.6%-0.0%20 1-0.5%+8%
62MUInformation Technology
81
+27.2%+24.8%5 0+52.3%+27%
63NTAPInformation Technology
81
+4.6%+4.3%16 1+4.9%+11%
64VLOEnergy
81
+69.4%+2.5%4 0+38.7%-1%
65CFinancials
80
+6.0%+0.8%12 0+3.0%+5%
66CAHHealth Care
80
+4.5%-0.0%15 0+3.6%+4%
67CFMaterials
80
+74.2%-3.6%4 0+38.9%+19%
68CSCOInformation Technology
80
+3.0%-0.0%22 0+5.8%+8%
69INTUInformation Technology
80
+2.6%+0.1%30 1+3.2%+83%
70SCHWFinancials
80
+5.0%+0.1%13 0+6.9%+28%
71BACFinancials
79
+3.0%+0.1%18 0+1.7%+11%
72CSGPReal Estate
79
+3.5%-0.3%17 1+1.1%+62%
73DOWMaterials
79
+200.0%-0.7%3 0+95.5%+50%
74JCIIndustrials
79
+3.0%+0.2%20 0+3.7%+10%
75KMIEnergy
79
+8.1%+0.6%7 0+2.6%+9%
76PANWInformation Technology
79
+2.2%+2.2%45 1-14.5%-5%
77SNDKInformation Technology
79
+63.2%+0.7%3 0+111.7%-10%
78VEEVHealth Care
79
+2.6%+2.4%27 0+1.5%+39%
79ABNBConsumer Discretionary
78
+3.3%+0.1%24 8+5.4%+7%
80BGConsumer Staples
78
+16.0%+0.1%5 0+7.5%+30%
81BNYFinancials
78
+5.7%+0.6%10 0+3.9%+3%
82CMIIndustrials
78
+8.3%+0.8%7 0+4.2%+8%
83FConsumer Discretionary
78
+7.4%+1.1%7 0-0.3%+6%
84HASConsumer Discretionary
78
+4.6%-0.3%12 1+2.5%+34%
85HPQInformation Technology
78
+4.4%+4.5%14 1+1.2%+1%
86ITInformation Technology
78
+4.2%+0.1%14 1+5.7%+24%
87NUEMaterials
78
+35.9%+15.5%3 0+24.8%+14%
88SBUXConsumer Discretionary
78
+3.8%+0.2%15 1+1.9%+2%
89BENFinancials
77
+5.7%+1.2%9 0+3.8%-3%
90DDMaterials
77
+3.6%-0.1%13 0+3.1%+26%
91HSTReal Estate
77
+18.8%-5.7%4 0+3.8%-2%
92INCYHealth Care
77
+4.3%+0.5%15 4+6.3%-3%
93QInformation Technology
77
+7.5%+0.8%6 0+8.5%+9%
94SNPSInformation Technology
77
+2.3%+2.3%21 0+1.2%+26%
95STLDMaterials
77
+20.9%+9.6%3 0+16.3%+16%
96VSTUtilities
77
+15.1%+4.2%5 1+5.6%+37%
97ANETInformation Technology
76
+2.6%-0.1%22 4+4.4%+16%
98AREReal Estate
76
+200.0%+0.1%2 0-7%
99AVGOInformation Technology
76
+2.5%+2.6%28 10+9.0%+41%
100CATIndustrials
76
+7.6%+0.6%6 0+8.8%-8%
101CVNAConsumer Discretionary
76
+10.2%+2.0%6 1+4.0%+45%
102KVUEConsumer Staples
76
+4.8%-0.1%10 1+2.2%+2%
103PODDHealth Care
76
+2.2%+0.2%21 1-0.1%+52%
104TDGIndustrials
76
+2.6%+0.1%17 1+2.7%+15%
105TRGPEnergy
76
+9.6%+0.2%5 0+9.5%+5%
106TSNConsumer Staples
76
+4.4%-0.2%9 0+2.8%+21%
107ZBRAInformation Technology
76
+2.7%+0.0%15 0+2.6%+29%
108AIGFinancials
75
+2.1%+0.0%20 0+0.6%+17%
109CRWDInformation Technology
75
+1.4%+1.5%45 1+1.1%-4%
110EXPEConsumer Discretionary
75
+3.2%+0.0%19 7+2.5%+8%
111JPMFinancials
75
+3.4%+0.6%11 0+1.1%+5%
112WDAYInformation Technology
75
+2.0%+0.1%29 9+1.5%+38%
113ADSKInformation Technology
74
+1.5%+0.2%30 0+1.3%+63%
114ALLFinancials
74
+18.5%+1.4%5 2+4.1%-0%
115DVAHealth Care
74
+4.8%+4.8%7 0+6.3%-12%
116FRTReal Estate
74
+35.7%+19.2%2 0-3.5%+0%
117GDIndustrials
74
+2.3%+0.2%16 1+0.7%+13%
118KLACInformation Technology
74
+1.5%+0.1%26 1+6.1%-24%
119MASIndustrials
74
+1.9%+0.0%20 0+1.7%+1%
120OXYEnergy
74
+71.2%+7.5%1 0+37.6%+34%
121REGNHealth Care
74
+3.5%-0.3%17 8+2.5%+32%
122ROPInformation Technology
74
+2.2%-0.0%17 0+2.3%+35%
123AMPFinancials
73
+2.6%+0.3%12 0+2.7%+21%
124AZOConsumer Discretionary
73
+1.7%+1.6%20 1+0.6%+26%
125GOOGCommunication Services
73
+23.0%-0.1%5 3+8.3%+21%
126HALEnergy
73
+6.4%+0.2%5 0+8.4%+30%
127IEXIndustrials
73
+2.6%+0.0%12 0+2.7%+5%
128IRMReal Estate
73
+5.1%+0.0%6 0+4.4%+1%
129RLConsumer Discretionary
73
+2.3%+0.1%15 1+1.8%+8%
130WYReal Estate
73
+13.9%+0.8%5 3-2.6%+27%
131CTVAMaterials
72
+2.1%+0.1%18 3-2.6%+8%
132GSFinancials
72
+2.7%+0.7%15 5+1.4%-4%
133CBOEFinancials
71
+14.9%-0.2%2 0+15.4%+38%
134EMEIndustrials
71
+3.7%+0.1%7 0+3.5%+23%
135GOOGLCommunication Services
71
+24.1%-0.1%5 4+8.8%+22%
136TERInformation Technology
71
+16.2%+1.4%1 0+16.1%-14%
137TELInformation Technology
71
+1.6%+0.1%16 0+2.0%+32%
138COHRInformation Technology
70
+1.7%-0.0%16 1+10.1%-2%
139DGConsumer Staples
70
+1.4%+1.6%18 1+0.5%+12%
140EBAYConsumer Discretionary
70
+1.6%-0.0%17 2+1.8%-3%
141LLYHealth Care
70
+4.4%+0.1%8 3+5.7%-1%
142ODFLIndustrials
70
+8.3%+2.3%3 1+5.6%+2%
143WDCInformation Technology
70
+12.2%+0.1%1 0+33.0%-10%
144STXInformation Technology
70
+14.4%+0.1%1 0+36.8%-3%
145AHealth Care
69
+1.5%+1.5%16 0+0.6%+21%
146EQIXReal Estate
69
+6.4%+0.0%3 0+10.0%+10%
147PHIndustrials
69
+1.0%+0.0%24 0+0.3%+7%
148WELLReal Estate
69
+21.9%+0.0%0 0+2.1%+3%
149WMBEnergy
69
+5.7%-0.8%6 3-2.0%+11%
150DECKConsumer Discretionary
68
+2.4%+2.1%13 5+2.5%+25%

Momentum = blended percentile of 90-day EPS drift (60%) and net analyst revisions (40%). Snapshot of consensus from data/estimates.json · as of 2026-06-30. Not investment advice.