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Stocks

May 10, 2026

Trend Shift01STOCKS

STX gets 19 FY EPS upgrades in 7 days as AI storage rally pushes stock near 52-week high

  • Seagate collected 19 upward FY EPS revisions with zero cuts in 7 days, lifting the consensus to $14.88 — up 12.7% from $13.21 a week ago and 14.4% from 30 days ago.
  • The stock closed at $782.64 on May 8, within 2.5% of its 52-week high of $802, having surged 73% from its April lows near $453; FY EPS growth is now forecast at 83.8%.
  • A Yahoo Finance article on May 8 named Seagate and Western Digital the new AI trade "leaving Nvidia and Micron in the dust," validating the storage-as-AI-infrastructure thesis.
STX gets 19 FY EPS upgrades in 7 days as AI storage rally pushes stock near 52-week high
Trend Shift02STOCKS

WDC collects 18 FY EPS upgrades with zero cuts; stock near 52-week high with ~890% YoY gain

  • Western Digital received 18 upward FY EPS revisions with zero cuts in 7 days, pushing the consensus to $9.92 — up 9.7% from $9.04 a week ago and 11.3% from 30 days ago; FY EPS growth is now forecast at 101%.
  • The stock closed at $480 on May 8, within 0.8% of its 52-week high of $483.87, with public sources citing approximately 890% year-over-year gains and 157% year-to-date gains as of May 8.
  • On May 8, Micron and SanDisk both rose 11% in a synchronized storage-sector move, with multiple outlets citing AI data center demand and a "memory supercycle" as the shared narrative driver.
WDC collects 18 FY EPS upgrades with zero cuts; stock near 52-week high with ~890% YoY gain
Inflection Point03STOCKS

AAPL gets 27 FY EPS upgrades with zero cuts as Intel chip deal announced near 52-week high

  • Apple collected 27 upward FY EPS revisions with zero cuts in 7 days, lifting the consensus to $8.77 — up 3.0% from $8.51 a week ago — with zero cuts recorded over the past 30 days.
  • The stock closed at $293.32 on May 8, within 0.5% of its 52-week high of $294.76, following the Wall Street Journal report of Apple and Intel reaching a preliminary chip-manufacturing agreement backed by White House support.
  • The Nasdaq logged its sixth consecutive winning week on May 8, the longest streak since 2024, coinciding with strong April jobs data and broad-based tech strength.
AAPL gets 27 FY EPS upgrades with zero cuts as Intel chip deal announced near 52-week high
Trend Shift04STOCKS

TWLO gets 21 FY EPS upgrades with zero cuts; stock near 52-week high as BofA maintains $225 target

  • Twilio received 21 upward FY EPS revisions with zero cuts in 7 days, pushing the consensus to $5.70 — up 5.0% from $5.42 a week ago — after reporting its fastest revenue growth since 2022 and citing "unprecedented demand from AI."
  • The stock closed at $201.70 on May 8, within 1% of its 52-week high of $203.71 and up 55% from its April low near $130, following Twilio's annual SIGNAL conference where Bank of America maintained its $225 price target.
  • The +1y EPS consensus also moved up 2.9% to $6.58, with 18 upgrades and only 1 cut — a consistently bullish analyst skew across both near- and longer-term periods.
TWLO gets 21 FY EPS upgrades with zero cuts; stock near 52-week high as BofA maintains $225 target
Outlier05STOCKS

Varonis (VRNS) gets 22 FY EPS upgrades; consensus up 42% in 7 days after Q1 EPS beat of 213%

  • Varonis collected 22 upward FY EPS revisions with zero cuts in 7 days — the largest percentage consensus jump in the entire dataset — lifting the estimate to $0.118 from $0.083 a week ago (+41.9%).
  • The revision surge followed a Q1 earnings beat where actual EPS came in 213% above consensus, with revenue up 26.9% year-over-year to $173.1 million and full-year guidance raised; Barclays named it one of two cybersecurity stocks "poised to ride the AI wave higher" on May 5.
  • The stock closed at $28.53 on May 8, up 35% from its April lows near $21, though it remains 55% below its 52-week high of $63.90 — the widest gap between estimate momentum and price recovery in today's top-revision list.
Varonis (VRNS) gets 22 FY EPS upgrades; consensus up 42% in 7 days after Q1 EPS beat of 213%
Outlier06STOCKS

META leads with 33 FY EPS upgrades, zero cuts in 7 days; consensus up 10.6%

  • Meta Platforms collected 33 upward FY EPS revisions with zero cuts in 7 days, lifting the consensus to $32.81 from $29.68 a week ago (+10.6%).
  • The 30-day picture is equally clean: 34 upgrades and just 2 cuts, with FY EPS growth now forecast at 39.7%; the stock closed at $609.63 on May 8, up from April lows near $575.
  • The revision skew is unusually one-sided for a company of Meta's size, where analyst disagreement typically produces more cuts alongside upgrades.
META leads with 33 FY EPS upgrades, zero cuts in 7 days; consensus up 10.6%
Anomaly07STOCKS

Cipla (CIPLA.BO) records 29 FY EPS cuts with zero upgrades in May 10 snapshot

  • Cipla recorded 29 downward FY EPS revisions with zero upgrades in 7 days in a snapshot dated 2026-05-10, the single freshest revision record available in today's dataset.
  • The current-year EPS consensus stands at ₹52.51, implying a 19.5% year-over-year earnings decline; 28 cuts have also been recorded over the past 30 days, with just 1 upgrade.
  • The stock last closed at ₹1,347.70 on May 7, down from ₹1,362.85 the prior day, reflecting recent downward pressure on one of India's largest pharmaceutical companies.
Cipla (CIPLA.BO) records 29 FY EPS cuts with zero upgrades in May 10 snapshot

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