爆发潜力
只看卖方一致预期里的「巨大变化」，不打综合分。收入线：FY+2 或 FY+3 收入 ≥ TTM 的 2 倍，毛利率 ≥ 30%，TTM 收入 ≥ $1 亿。EPS 线：同期 EPS ≥ 基数的 3 倍或扭亏，该财年 PE ≤ 30，毛利率 > 0，利润增量 ≥ 股价 3%。两线都要求 ≥ 3 名分析师覆盖。
2026-11-13 · breakout_v1 · 范围 2565 家（美国普通股、市值 ≥ $3 亿）· 已评估 1834 · 排除 641（银行/资源/biotech/加密等）· 数据不足 90EPS 为调整后口径（与一致预期一致），基数 = 最近 4 季实际 EPS。FY+2/FY+3 = 今天之后结束的第 2/3 个财年（12 月年结即 FY27/FY28）。 研究线索，不构成投资建议。
| 公司 | 市值 | 毛利率 | 收入倍数 | EPS 变化 | 增量/股价 | 远期 PE | 人数 | 进入 | 标记 |
|---|---|---|---|---|---|---|---|---|---|
| WDC两线Western Digital Corporation Computer Hardware | $110.6B | 53% | 2.5xFY29 | 13.05 → 54.034.1xFY29 | 14% | 5.5 | 5 | ≤11-07 | 利润率高位 |
| AVGO两线Broadcom Inc. Semiconductors | $1656.5B | 69% | 4.7xFY29 | 9.76 → 47.334.8xFY29 | 11% | 7.3 | 3 | ≤11-07 | 利润率高位超高增长 |
| NVDA两线NVIDIA Corporation Semiconductors | $3924.7B | 75% | 3.1xFY29 | 7.01 → 21.443.1xFY29 | 9% | 7.6 | 20 | ≤11-07 | 分歧大超高增长 |
| MXL两线MaxLinear, Inc. Semiconductors | $5.06B | 58% | 2.8xFY28 | 1.38 → 5.724.1xFY28 | 8% | 9.7 | 6 | ≤11-07 | 分歧大利润率高位 |
| COHR两线Coherent, Inc. Hardware, Equipment & Parts | $43.0B | 38% | 2.7xFY29 | 6.53 → 22.933.5xFY29 | 8% | 9.5 | 6 | ≤11-07 | |
| LITE两线Lumentum Holdings Inc. Communication Equipment | $54.1B | 46% | 4.0xFY29 | 11.84 → 55.644.7xFY29 | 7% | 10.7 | 6 | ≤11-07 | 利润率高位超高增长 |
| FTAI两线FTAI Aviation Ltd. Rental & Leasing Services | $18.4B | 31% | 2.4xFY28 | 4.93 → 17.523.6xFY28 | 7% | 10.3 | 6 | ≤11-07 | |
| SMTC两线Semtech Corporation Semiconductors | $10.7B | 52% | 2.3xFY29 | 2.14 → 9.894.6xFY29 | 7% | 11.6 | 6 | ≤11-07 | |
| HROW两线Harrow Health, Inc. Drug Manufacturers - Specialty & Generic | $1.13B | 74% | 2.3xFY28 | -0.17 → 1.79扭亏FY27 | 7% | 16.8 | 4 | ≤11-07 | 分歧大一次性亏损已剔除 |
| CRDO两线Credo Technology Group Holding Ltd Communication Equipment | $24.7B | 67% | 3.2xFY29 | 4.10 → 12.383.0xFY29 | 6% | 10.6 | 5 | ≤11-07 | 利润率高位超高增长 |
| MRVL两线Marvell Technology, Inc. Semiconductors | $137.3B | 51% | 3.3xFY29 | 3.30 → 12.513.8xFY29 | 6% | 12.5 | 20 | ≤11-07 | 分歧大利润率高位超高增长 |
| AXTI两线AXT, Inc. Semiconductors | $2.74B | 44% | 5.0xFY28 | 0.54 → 2.554.7xFY27 | 5% | 16.4 | 3 | ≤11-07 | 利润率高位超高增长 |
| AMD两线Advanced Micro Devices, Inc. Semiconductors | $875.9B | 54% | 3.0xFY28 | 6.65 → 25.883.9xFY28 | 4% | 20.6 | 22 | ≤11-07 | |
| BE两线Bloom Energy Corporation Electrical Equipment & Parts | $56.8B | 32% | 2.8xFY28 | 2.61 → 8.613.3xFY28 | 3% | 22.3 | 16 | ≤11-07 | 分歧大利润率高位 |
| CRWV收入CoreWeave, Inc. Class A Common Stock Software - Infrastructure | $29.3B | 67% | 4.4xFY28 | -3.97 → 1.01扭亏FY28 | 9% | 52.7 | 14 | ≤11-07 | 无去年同季超高增长 |
| ONDS收入Ondas Holdings Inc. Communication Equipment | $3.00B | 33% | 4.1xFY28 | 0.13 → -0.06-0.5xFY28 | -4% | — | 3 | ≤11-07 | 超高增长 |
| AII收入American Integrity Insurance Group, Inc. Insurance - Property & Casualty低优先 | $0.55B | 67% | 3.3xFY27 | 5.28 → 3.610.7xFY28 | -6% | 7.7 | 1 | ≤11-07 | 无去年同季超高增长 |
| ALAB收入Astera Labs, Inc. Common Stock Semiconductors | $38.8B | 74% | 2.9xFY28 | 3.31 → 8.972.7xFY28近 | 3% | 24.7 | 13 | ≤11-07 | 利润率高位 |
| DOCN收入DigitalOcean Holdings, Inc. Software - Infrastructure | $10.2B | 55% | 2.7xFY28 | 1.78 → 3.271.8xFY28 | 2% | 26.4 | 3 | ≤11-07 | |
| PLTR收入Palantir Technologies Inc. Software - Infrastructure | $387.5B | 85% | 2.6xFY28 | 1.43 → 3.762.6xFY28 | 1% | 44.7 | 13 | ≤11-07 | 利润率高位 |
| SITM收入SiTime Corporation Semiconductors | $13.4B | 56% | 2.6xFY28 | 9.32 → 22.432.4xFY28近 | 3% | 19.8 | 3 | ≤11-07 | 利润率高位 |
| KMTS收入KESTRA MEDICAL TECHNOLOGIES, LTD. Medical - Instruments & Supplies | $1.71B | 54% | 2.5xFY29 | -2.65 → -1.59FY29 | 4% | — | 6 | ≤11-07 | 利润率高位无去年同季 |
| ORCL收入Oracle Corporation Software - Infrastructure | $379.0B | 64% | 2.5xFY29 | 8.08 → 15.772.0xFY29 | 6% | 7.9 | 13 | ≤11-07 | |
| LSCC收入Lattice Semiconductor Corporation Semiconductors | $16.0B | 68% | 2.5xFY29 | 1.98 → 5.893.0xFY29近 | 3% | 19.1 | 9 | ≤11-07 | |
| MU收入Micron Technology, Inc. Semiconductors | $880.6B | 81% | 2.5xFY29 | 75.51 → 217.902.9xFY29近 | 18% | 3.6 | 9 | ≤11-07 | 利润率高位 |
| PLMR收入Palomar Holdings, Inc. Insurance - Property & Casualty低优先 | $4.19B | 55% | 2.5xFY27 | 9.92 → 12.441.3xFY28 | 2% | 12.8 | 3 | ≤11-07 | |
| CIEN收入Ciena Corporation Communication Equipment | $39.8B | 44% | 2.3xFY29 | 6.01 → 24.724.1xFY29近 | 7% | 11.3 | 2 | ≤11-07 | |
| BBNX收入Beta Bionics, Inc. Medical - Equipment & Services | $0.74B | 59% | 2.2xFY28 | -1.84 → -1.59FY28 | 2% | — | 10 | ≤11-07 | 无季度历史 |
| MPWR收入Monolithic Power Systems, Inc. Semiconductors | $67.8B | 55% | 2.2xFY28 | 24.58 → 58.062.4xFY28 | 2% | 23.9 | 6 | ≤11-07 | |
| AMBQ收入Ambiq Micro, Inc. Semiconductors | $1.18B | 45% | 2.2xFY28 | -19.40 → 0.51扭亏FY28 | 42% | 92.6 | 3 | 11-10 | 利润率高位无去年同季 |
| SNDK收入Sandisk Corporation Hardware, Equipment & Parts | $125.9B | 80% | 2.2xFY29 | 118.37 → 300.042.5xFY29近 | 21% | 2.9 | 3 | ≤11-07 | 利润率高位 |
| SWKS收入Skyworks Solutions, Inc. Semiconductors | $13.5B | 41% | 2.1xFY29 | 5.05 → 8.471.7xFY29 | 4% | 10.6 | 2 | 11-09 | |
| VICR收入Vicor Corporation Hardware, Equipment & Parts | $7.34B | 61% | 2.1xFY28 | 3.82 → 8.472.2xFY28 | 3% | 18.8 | 3 | ≤11-07 | 利润率高位 |
| RKLB收入Rocket Lab USA, Inc. Aerospace & Defense | $38.9B | 36% | 2.1xFY28 | -0.31 → 0.23扭亏FY28 | 1% | 263.0 | 6 | ≤11-07 | 利润率高位 |
| BKSY收入BlackSky Technology Inc. Software - Application | $0.98B | 73% | 2.1xFY28 | -1.28 → 0.42扭亏FY28 | 7% | 56.7 | 1 | 11-11 | |
| AMAT收入Applied Materials, Inc. Semiconductors | $294.0B | 49% | 2.0xFY29 | 12.90 → 26.762.1xFY29 | 4% | 13.8 | 2 | ≤11-07 | |
| LMND收入Lemonade, Inc. Insurance - Property & Casualty | $3.44B | 48% | 2.0xFY28 | -1.88 → 0.49扭亏FY28 | 5% | 90.8 | 7 | 11-11 | 利润率高位 |
| RPAY收入Repay Holdings Corporation Software - Infrastructure | $0.37B | 73% | 2.0xFY28 | 0.86 → 1.321.5xFY28 | 11% | 3.2 | 1 | ≤11-07 | 利润率高位 |
| TEEPST1 Energy Inc Electrical Equipment & Parts | $0.57B | 8% | 1.7xFY28 | -0.48 → 0.24扭亏FY28 | 38% | 7.8 | 4 | ≤11-07 | 分歧大低毛利一次性亏损已剔除 |
| OIEPSO-I Glass, Inc. Packaging & Containers低优先 | $0.76B | 15% | 1.0xFY28 | 0.25 → 1.325.3xFY28 | 22% | 3.8 | 3 | ≤11-07 | 低毛利利润率驱动 |
| FLNCEPSFluence Energy, Inc. Renewable Utilities | $0.94B | 9% | 1.7xFY29 | -0.36 → 0.30扭亏FY29 | 14% | 15.8 | 3 | ≤11-07 | 分歧大低毛利一次性亏损已剔除 |
| WLTHEPSWealthfront Corporation Software - Application | $1.67B | 16% | 1.4xFY29 | -0.93 → 0.47扭亏FY28 | 13% | 22.9 | 4 | ≤11-07 | 低毛利利润率驱动无去年同季 |
| UCTTEPSUltra Clean Holdings, Inc. Semiconductors | $2.22B | 16% | 1.8xFY28 | 2.38 → 8.033.4xFY28 | 12% | 5.8 | 5 | ≤11-07 | 分歧大低毛利 |
| EOLSEPSEvolus, Inc. Drug Manufacturers - Specialty & Generic | $0.46B | 66% | 1.4xFY28 | -0.14 → 0.67扭亏FY28 | 12% | 10.4 | 5 | ≤11-07 | 分歧大 |
| THEPSTarget Hospitality Corp. Specialty Business Services | $1.14B | 12% | 2.2xFY28 | -0.19 → 1.15扭亏FY28 | 12% | 10.1 | 3 | ≤11-07 | 低毛利一次性亏损已剔除 |
| HOGEPSHarley-Davidson, Inc. Auto - Recreational Vehicles低优先 | $3.27B | 21% | 1.1xFY28 | -1.07 → 2.67扭亏FY28 | 12% | 12.1 | 7 | ≤11-07 | 低毛利利润率驱动 |
| ATECEPSAlphatec Holdings, Inc. Medical - Devices | $1.10B | 67% | 1.3xFY28 | 0.00 → 0.81扭亏FY28 | 11% | 8.8 | 5 | ≤11-07 | 分歧大利润率高位 |
| PENNEPSPENN Entertainment, Inc. Gambling, Resorts & Casinos | $2.35B | 30% | 1.1xFY28 | 0.00 → 1.97703.1xFY28 | 11% | 8.9 | 7 | ≤11-07 | 分歧大低毛利利润率驱动 |
| STUBEPSStubHub Holdings, Inc. Software - Application | $1.90B | 83% | 1.2xFY28 | 0.09 → 0.687.7xFY28 | 11% | 7.8 | 5 | ≤11-07 | 利润率驱动无去年同季 |
| HHHEPSHoward Hughes Holdings Inc. Real Estate - Diversified低优先 | $4.96B | 20% | — | 2.53 → 11.634.6xFY28 | 11% | 7.1 | 3 | ≤11-07 | 分歧大低毛利 |
| AMCEPSAMC Entertainment Holdings, Inc. Entertainment | $2.90B | 67% | 1.1xFY28 | -0.20 → 0.11扭亏FY28 | 10% | 29.4 | 5 | 11-13 | 分歧大利润率高位利润率驱动 |
| AAOIEPSApplied Optoelectronics, Inc. Semiconductors | $4.53B | 29% | 3.6xFY27 | 0.15 → 4.6831.2xFY27 | 9% | 10.7 | 3 | ≤11-07 | 低毛利利润率高位 |
| AIOTEPSPowerFleet, Inc. Communication Equipment | $0.33B | 55% | 1.2xFY28 | -0.06 → 0.16扭亏FY28 | 9% | 15.4 | 3 | ≤11-07 | 分歧大利润率驱动无季度历史 |
| WERNEPSWerner Enterprises, Inc. Trucking低优先 | $1.68B | 7% | 1.2xFY28 | 0.45 → 2.946.5xFY28 | 9% | 9.5 | 4 | ≤11-07 | 低毛利利润率驱动 |
| TLNEPSTalen Energy Corporation Independent Power Producers | $16.4B | 32% | 1.4xFY28 | 4.28 → 36.858.6xFY28 | 9% | 10.2 | 8 | ≤11-07 | 一次性亏损已剔除 |
| VSHEPSVishay Intertechnology, Inc. Semiconductors | $3.76B | 23% | 1.4xFY28 | 0.62 → 2.924.7xFY28 | 9% | 9.1 | 4 | ≤11-07 | 低毛利 |
| ICHREPSIchor Holdings, Ltd. Semiconductors | $1.34B | 13% | 1.6xFY28 | 1.07 → 4.073.8xFY28 | 8% | 8.8 | 5 | ≤11-07 | 低毛利 |
| WHREPSWhirlpool Corporation Furnishings, Fixtures & Appliances低优先 | $1.91B | 13% | 1.1xFY28 | 0.12 → 2.4720.6xFY28 | 8% | 11.8 | 3 | ≤11-07 | 低毛利利润率驱动 |
| SNAPEPSSnap Inc. Internet Content & Information | $8.90B | 59% | 1.2xFY28 | -0.09 → 0.29扭亏FY28 | 7% | 18.0 | 23 | ≤11-07 | 分歧大利润率高位利润率驱动 |
| TNDMEPSTandem Diabetes Care, Inc. Medical - Devices | $1.40B | 57% | 1.2xFY28 | -0.72 → 0.73扭亏FY28 | 7% | 27.5 | 12 | ≤11-07 | 分歧大利润率高位利润率驱动 |
| IPEPSInternational Paper Company PFD $4 Packaging & Containers低优先 | $18.2B | 28% | 1.1xFY28 | 0.48 → 2.966.2xFY28 | 7% | 11.6 | 4 | ≤11-07 | 低毛利利润率驱动 |
| DKNGEPSDraftKings Inc. Gambling, Resorts & Casinos | $9.38B | 40% | 1.3xFY28 | -0.11 → 1.18扭亏FY28 | 7% | 16.0 | 17 | ≤11-07 | 分歧大 |
| EVHEPSEvolent Health, Inc. Medical - Healthcare Information Services | $0.55B | 13% | 1.6xFY28 | 0.14 → 0.473.4xFY28 | 7% | 10.4 | 6 | ≤11-07 | 分歧大低毛利无季度历史 |
| CAREPSAvis Budget Group, Inc. Rental & Leasing Services | $4.43B | 31% | 1.0xFY28 | -2.11 → 5.97扭亏FY28 | 6% | 21.0 | 3 | ≤11-07 | 利润率驱动一次性亏损已剔除 |
| PAREPSPAR Technology Corporation Software - Application | $0.93B | 41% | 1.2xFY28 | 0.58 → 2.003.4xFY28 | 6% | 11.2 | 3 | ≤11-07 | 分歧大利润率驱动无季度历史 |
| ALKTEPSAlkami Technology, Inc. Software - Application | $1.50B | 57% | 1.4xFY28 | 0.20 → 1.085.4xFY27 | 6% | 13.0 | 4 | ≤11-07 | 利润率驱动 |
| COHUEPSCohu, Inc. Semiconductors | $2.06B | 42% | 1.7xFY28近 | 0.55 → 3.225.9xFY28 | 6% | 13.5 | 3 | ≤11-07 | 利润率高位 |
| MECEPSMayville Engineering Company, Inc. Manufacturing - Metal Fabrication | $0.33B | 8% | 1.2xFY27 | 0.18 → 0.905.0xFY27 | 6% | 14.2 | 3 | ≤11-07 | 低毛利利润率驱动无季度历史一次性亏损已剔除 |
| MOHEPSMolina Healthcare, Inc. Medical - Healthcare Plans低优先 | $10.9B | 8% | 1.2xFY28 | 2.00 → 13.786.9xFY28 | 6% | 15.2 | 6 | ≤11-07 | 低毛利利润率驱动 |
| UEPSUnity Software Inc. Software - Application | $23.4B | 68% | 1.7xFY28近 | -0.01 → 2.82扭亏FY28 | 5% | 18.7 | 14 | ≤11-07 | 分歧大利润率高位一次性亏损已剔除 |
| TRLVEPSTrulieve Cannabis Corp. Drug Manufacturers - Specialty & Generic | $1.85B | 55% | 0.9xFY27 | -0.19 → 0.36扭亏FY27 | 5% | 29.9 | 3 | 11-13 | 分歧大利润率驱动一次性亏损已剔除 |
| LYFTEPSLyft, Inc. Software - Application | $6.42B | 47% | 1.3xFY28 | 0.34 → 1.183.5xFY28 | 5% | 14.4 | 26 | ≤11-07 | 分歧大利润率驱动 |
| MRKEPSMerck & Co., Inc. Drug Manufacturers - General | $364.3B | 75% | 1.1xFY28 | 3.12 → 9.923.2xFY28 | 5% | 14.9 | 8 | ≤11-07 | 利润率驱动 |
| BWMNEPSBowman Consulting Group Ltd. Engineering & Construction | $0.75B | 47% | 1.5xFY27 | 0.52 → 2.474.8xFY27 | 5% | 17.4 | 4 | 11-09 | 无季度历史 |
| OLNEPSOlin Corporation Chemicals - Specialty | $1.99B | 7% | 1.1xFY28 | 0.33 → 1.103.3xFY28 | 4% | 15.8 | 5 | ≤11-07 | 分歧大低毛利利润率驱动一次性亏损已剔除 |
| GRNDEPSGrindr Inc. Software - Application | $2.62B | 75% | 1.5xFY28 | 0.30 → 0.913.0xFY28 | 4% | 16.2 | 3 | 11-09 | |
| PHREPSPhreesia, Inc. Medical - Healthcare Information Services | $0.79B | 66% | 1.1xFY29 | 0.20 → 0.703.5xFY29 | 4% | 18.3 | 6 | ≤11-07 | 利润率驱动无季度历史 |
| RXOEPSRXO, Inc. Trucking低优先 | $4.69B | 14% | 1.3xFY28 | -0.01 → 1.07扭亏FY28 | 4% | 26.6 | 5 | ≤11-07 | 低毛利利润率驱动 |
| HGTYEPSHagerty, Inc. Insurance - Property & Casualty低优先 | $5.56B | 74% | 1.2xFY28 | 0.12 → 0.705.8xFY28 | 4% | 23.1 | 3 | ≤11-07 | 利润率驱动 |
| TTWOEPSTake-Two Interactive Software, Inc. Electronic Gaming & Multimedia | $42.7B | 56% | 1.4xFY29 | 2.50 → 10.604.2xFY29 | 4% | 21.5 | 8 | 11-09 | 分歧大利润率高位 |
| HTLDEPSHeartland Express, Inc. Trucking低优先 | $0.81B | 9% | 1.1xFY28 | 0.07 → 0.446.2xFY27 | 3% | 24.0 | 3 | ≤11-07 | 低毛利利润率驱动无季度历史一次性亏损已剔除 |
| QXOEPSQXO, Inc. Industrial - Distribution低优先 | $13.1B | 19% | 2.2xFY28 | 0.11 → 0.524.7xFY27 | 3% | 24.4 | 9 | 11-12 | 低毛利利润率高位 |
| KMB接近Kimberly-Clark Corporation Household & Personal Products | $36.4B | 36% | 2.0xFY27近 | 7.33 → 8.031.1xFY28 | 1% | 13.6 | 3 | — | |
| TTMI接近TTM Technologies, Inc. Hardware, Equipment & Parts | $7.81B | 22% | 2.0xFY28 | 3.90 → 10.062.6xFY28近 | 8% | 7.4 | 3 | — | |
| GH接近Guardant Health, Inc. Medical - Diagnostics & Research | $20.5B | 65% | 2.0xFY28近 | -3.04 → -0.30FY28 | 2% | — | 11 | — | |
| ANET接近Arista Networks, Inc. Computer Hardware | $249.3B | 63% | 2.0xFY28近 | 3.91 → 7.491.9xFY28 | 2% | 26.4 | 11 | — | |
| PL接近Planet Labs PBC Aerospace & Defense | $4.70B | 55% | 2.0xFY29近 | -0.11 → 0.14扭亏FY29 | 2% | 98.5 | 2 | — | 一次性亏损已剔除 |
| SNOW接近Snowflake Inc. Software - Application | $102.7B | 67% | 1.9xFY29近 | 1.68 → 4.312.6xFY29 | 1% | 67.5 | 12 | — | |
| AFRM接近Affirm Holdings, Inc. Software - Infrastructure | $19.4B | 68% | 1.9xFY29近 | 5.76 → 4.030.7xFY29 | -3% | 16.1 | 16 | — | |
| BOW接近Bowhead Specialty Holdings Inc. Insurance - Property & Casualty低优先 | $1.12B | 37% | 1.9xFY27近 | 1.97 → 2.911.5xFY28 | 3% | 11.7 | 2 | — | |
| FAF接近First American Financial Corporation Insurance - Specialty低优先 | $6.62B | 72% | 1.9xFY27近 | 7.24 → 7.101.0xFY28 | -0% | 9.1 | 1 | — | |
| GKOS接近Glaukos Corporation Medical - Devices | $14.5B | 81% | 1.9xFY28近 | -0.13 → 2.41扭亏FY28 | 1% | 102.1 | 7 | — | |
| LRCX接近Lam Research Corporation Semiconductors | $282.2B | 51% | 1.9xFY29近 | 6.76 → 14.452.1xFY29 | 3% | 15.6 | 10 | — | |
| LIFE接近Ethos Technologies Inc. Insurance - Life低优先 | $2.16B | 98% | 1.9xFY28近 | 0.98 → 1.501.5xFY28 | 2% | 22.2 | 3 | — | 一次性亏损已剔除 |
| SKWD接近Skyward Specialty Insurance Group, Inc. Insurance - Property & Casualty低优先 | $2.80B | 34% | 1.9xFY28近 | 5.00 → 6.111.2xFY28 | 2% | 10.3 | 3 | — | |
| NET接近Cloudflare, Inc. Software - Infrastructure | $108.8B | 72% | 1.8xFY28近 | 1.20 → 2.482.1xFY28 | 0% | 123.1 | 8 | — | |
| OUST接近Ouster, Inc. Hardware, Equipment & Parts | $2.44B | 49% | 1.8xFY28近 | -0.65 → 0.36扭亏FY28 | 3% | 93.9 | 4 | — | |
| KRMN接近Karman Holdings Inc. Aerospace & Defense | $5.39B | 42% | 1.8xFY28近 | 0.55 → 1.302.4xFY28 | 2% | 31.3 | 4 | — | 无去年同季 |
| KLAC接近KLA Corporation Semiconductors | $198.5B | 61% | 1.8xFY29近 | 4.10 → 8.472.1xFY29 | 3% | 18.0 | 6 | — | |
| VRT接近Vertiv Holdings Co Electrical Equipment & Parts | $77.8B | 38% | 1.8xFY28近 | 6.26 → 12.502.0xFY28 | 3% | 16.2 | 12 | — | |
| ONTO接近Onto Innovation Inc. Semiconductors | $9.99B | 52% | 1.8xFY29近 | 7.05 → 15.442.2xFY29 | 4% | 13.2 | 6 | — | |
| TWST接近Twist Bioscience Corporation Medical - Diagnostics & Research | $7.35B | 52% | 1.8xFY29近 | -2.09 → -0.06FY29 | 2% | — | 3 | — | |
| OFRM接近Once Upon A Farm Pbc Packaged Foods | $0.41B | 43% | 1.8xFY28近 | —FY28 | — | — | 2 | — | |
| HTFL接近Heartflow, Inc. Common Stock Medical - Healthcare Information Services | $4.21B | 80% | 1.8xFY28近 | -0.38 → 0.08扭亏FY28 | 1% | 622.2 | 3 | — | 无去年同季 |
| EE接近Excelerate Energy, Inc. Renewable Utilities | $4.25B | 37% | 1.8xFY28近 | 1.47 → 2.601.8xFY28 | 3% | 14.6 | 7 | — | |
| RDDT接近Reddit, Inc. Internet Content & Information | $19.0B | 92% | 1.7xFY28近 | 4.90 → 8.491.7xFY28 | 4% | 11.6 | 23 | — | |
| GNRC接近Generac Holdings Inc. Industrial - Machinery | $11.3B | 40% | 1.7xFY28近 | 8.86 → 17.201.9xFY28 | 4% | 11.1 | 13 | — | |
| MTSI接近MACOM Technology Solutions Holdings, Inc. Semiconductors | $17.7B | 58% | 1.7xFY28近 | 5.60 → 13.432.4xFY29 | 3% | 17.3 | 1 | — | |
| AEIS接近Advanced Energy Industries, Inc. Electrical Equipment & Parts | $8.89B | 40% | 1.7xFY28近 | 10.42 → 22.312.1xFY28 | 5% | 9.8 | 4 | — | |
| CBLL接近CeriBell, Inc. Medical - Devices | $1.02B | 89% | 1.7xFY28近 | -1.94 → -1.45FY28 | 2% | — | 6 | — | |
| HNGE接近Hinge Health, Inc. Medical - Healthcare Information Services | $9.38B | 86% | 1.7xFY28近 | 2.24 → 4.231.9xFY28 | 2% | 27.3 | 6 | — | 无去年同季 |
| ACMR接近ACM Research, Inc. Semiconductors | $3.10B | 43% | 1.7xFY28近 | 1.84 → 4.382.4xFY28 | 5% | 11.0 | 4 | — | |
| HIPO接近Hippo Holdings Inc. Insurance - Specialty低优先 | $0.99B | 30% | 1.7xFY28近 | 1.63 → 3.402.1xFY28 | 5% | 10.9 | 2 | — | |
| ANGX接近Angel Studios, Inc. Entertainment | $0.90B | 60% | 1.7xFY28近 | -0.75 → -0.17FY28 | 13% | — | 2 | — | 无去年同季 |
| NAVN接近Navan, Inc. Software - Application | $6.24B | 73% | 1.7xFY29近 | 0.04 → 0.6015.0xFY29 | 2% | 42.4 | 2 | — | 无去年同季 |
| AXON接近Axon Enterprise, Inc. Aerospace & Defense | $25.7B | 59% | 1.7xFY28近 | 7.36 → 12.641.7xFY28 | 2% | 25.0 | 3 | — | |
| MSFT接近Microsoft Corporation Software - Infrastructure | $3890.4B | 68% | 1.7xFY29近 | 18.04 → 29.611.6xFY29 | 2% | 17.7 | 16 | — | |
| FORM接近FormFactor, Inc. Semiconductors | $6.86B | 49% | 1.7xFY28近 | 2.88 → 6.092.1xFY28 | 4% | 14.4 | 4 | — | |
| ADI接近Analog Devices, Inc. Semiconductors | $192.8B | 66% | 1.7xFY29近 | 11.26 → 21.791.9xFY29 | 3% | 18.3 | 2 | — | |
| AXGN接近AxoGen, Inc. Medical - Devices | $3.34B | 74% | 1.7xFY28近 | 0.47 → 0.972.1xFY28 | 1% | 57.5 | 4 | — | |
| APP接近AppLovin Corporation Software - Application | $123.2B | 89% | 1.7xFY28近 | 14.86 → 25.651.7xFY28 | 3% | 16.0 | 15 | — | |
| CRWD接近CrowdStrike Holdings, Inc. Software - Infrastructure | $232.0B | 75% | 1.7xFY29近 | 1.10 → 2.101.9xFY29 | 0% | 108.1 | 10 | — | |
| ATLC接近Atlanticus Holdings Corporation Financial - Credit Services | $1.28B | 83% | 1.7xFY28近 | 9.48 → 16.151.7xFY28 | 8% | 5.2 | 3 | — | |
| PTRN接近Pattern Group Inc. Series A Common Stock Software - Application | $3.17B | 43% | 1.7xFY28近 | 0.65 → 1.101.7xFY28 | 2% | 18.6 | 3 | — | 无去年同季 |
| DAVE接近Dave Inc. Software - Application | $3.18B | 83% | 1.7xFY28近 | 16.72 → 27.571.6xFY28 | 4% | 10.0 | 2 | — | |
| WRBY接近Warby Parker Inc. Medical - Instruments & Supplies | $2.99B | 55% | 1.7xFY28近 | 0.31 → 0.993.2xFY28近 | 2% | 27.8 | 3 | — | |
| BLLN接近BillionToOne, Inc. Medical - Diagnostics & Research | $5.02B | 71% | 1.7xFY28近 | 0.92 → 1.641.8xFY28 | 1% | 64.2 | 5 | — | 无去年同季 |
| GOOGL接近Alphabet Inc. Internet Content & Information | $3601.2B | 60% | 1.7xFY28近 | 19.16 → 18.211.0xFY28 | -0% | 16.2 | 38 | — | |
| SOUN接近SoundHound AI, Inc. Software - Application | $1.57B | 35% | 1.7xFY27近 | -0.11 → -0.42FY28 | -9% | — | 1 | — | |
| GOOG接近Alphabet Inc. Internet Content & Information | $3592.4B | 61% | 1.7xFY28近 | 19.16 → 18.221.0xFY28 | -0% | 16.1 | 10 | — | |
| FIGR接近Figure Technology Solutions, Inc. Class A Common Stock Financial - Capital Markets | $4.68B | 57% | 1.6xFY28近 | 0.97 → 1.922.0xFY28 | 4% | 13.1 | 2 | — | 无去年同季 |
| BKH接近Black Hills Corporation Diversified Utilities低优先 | $6.63B | 38% | 1.6xFY28近 | 4.31 → 5.211.2xFY28 | 1% | 16.6 | 2 | — | |
| LGN接近Legence Corp. Class A Common stock Engineering & Construction | $4.84B | 17% | 1.6xFY28 | 1.01 → 3.503.5xFY28近 | 7% | 10.0 | 2 | — | 无去年同季 |
| FIG接近Figma, Inc. Software - Application | $9.48B | 81% | 1.6xFY28近 | 0.36 → 0.511.4xFY28 | 1% | 37.8 | 3 | — | 无去年同季 |
| BLZE接近Backblaze, Inc. Software - Infrastructure | $0.49B | 63% | 1.6xFY28近 | 0.27 → 0.301.1xFY28 | 0% | 25.5 | 2 | — | |
| SEZL接近Sezzle Inc. Financial - Credit Services | $5.22B | 91% | 1.6xFY28近 | 5.14 → 8.371.6xFY28 | 2% | 18.5 | 3 | — | |
| NTSK接近Netskope, Inc. Class A Common Stock Software - Services | $8.89B | 70% | 1.6xFY29近 | -0.23 → 0.20扭亏FY29 | 2% | 107.4 | 3 | — | 无去年同季 |
| RBRK接近Rubrik, Inc. Software - Infrastructure | $22.6B | 80% | 1.6xFY29近 | 0.50 → 1.272.5xFY29 | 1% | 86.5 | 4 | — | |
| UPST接近Upstart Holdings, Inc. Financial - Credit Services | $1.93B | 96% | 1.6xFY28近 | 0.88 → 2.512.8xFY28近 | 8% | 7.8 | 9 | — | |
| PANW接近Palo Alto Networks, Inc. Software - Infrastructure | $263.7B | 70% | 1.6xFY29近 | 3.83 → 5.621.5xFY29 | 1% | 57.3 | 11 | — | |
| GLW接近Corning Incorporated Hardware, Equipment & Parts | $98.3B | 36% | 1.6xFY28近 | 3.11 → 6.202.0xFY28 | 3% | 18.4 | 7 | — | |
| DASH接近DoorDash, Inc. Internet Content & Information | $74.8B | 52% | 1.5xFY28 | 2.42 → 7.112.9xFY28近 | 3% | 24.1 | 25 | — | |
| ARRY接近Array Technologies, Inc. Solar | $0.75B | 22% | 1.5xFY28 | 0.35 → 0.952.7xFY28近 | 12% | 5.1 | 5 | — | |
| ALGM接近Allegro MicroSystems, Inc. Semiconductors | $5.62B | 48% | 1.5xFY29 | 0.81 → 2.062.5xFY29近 | 4% | 14.6 | 5 | — | |
| EQPT接近EquipmentShare.com Inc. Rental & Leasing Services | $3.33B | 29% | 1.5xFY28 | 0.47 → 1.232.6xFY28近 | 5% | 12.6 | 4 | — | 无去年同季 |
| OMDA接近Omada Health Medical - Healthcare Information Services | $0.89B | 71% | 1.5xFY28 | 0.39 → 0.962.5xFY28近 | 4% | 14.9 | 3 | — | 无去年同季 |
| CEVA接近CEVA, Inc. Semiconductors | $0.73B | 87% | 1.3xFY28 | 0.43 → 1.062.5xFY28近 | 2% | 24.2 | 4 | — | |
| TKO接近TKO Group Holdings, Inc. Entertainment | $14.2B | 50% | 1.3xFY28 | 3.71 → 9.722.6xFY28近 | 3% | 20.1 | 5 | — | |
| KELYA接近Kelly Services, Inc. Staffing & Employment Services低优先 | $0.48B | 19% | 1.3xFY27 | 0.63 → 1.822.9xFY28近 | 9% | 7.5 | 1 | — | |
| ORN接近Orion Group Holdings, Inc. Engineering & Construction | $0.31B | 12% | 1.3xFY28 | 0.27 → 0.672.5xFY28近 | 5% | 11.3 | 3 | — | |
| PRIM接近Primoris Services Corporation Engineering & Construction | $3.64B | 8% | 1.2xFY28 | 2.60 → 6.322.4xFY28近 | 5% | 11.0 | 5 | — | |
| HUM接近Humana Inc. Medical - Healthcare Plans低优先 | $54.0B | 13% | 1.2xFY28 | 13.26 → 36.222.7xFY28近 | 5% | 12.4 | 8 | — | |
| KNX接近Knight-Swift Transportation Holdings Inc. Trucking低优先 | $10.4B | 25% | 1.2xFY28 | 1.86 → 5.222.8xFY28近 | 5% | 12.2 | 3 | — | |
| IPGP接近IPG Photonics Corporation Semiconductors | $2.88B | 39% | 1.2xFY28 | 1.23 → 3.022.5xFY28近 | 3% | 22.5 | 3 | — | |
| WY接近Weyerhaeuser Company REIT - Specialty | $15.0B | 14% | 1.1xFY28 | 0.23 → 0.743.2xFY28近 | 2% | 28.2 | 3 | — | |
| CTOS接近Custom Truck One Source, Inc. Rental & Leasing Services | $2.27B | 21% | 1.1xFY28 | 0.13 → 0.413.1xFY28近 | 3% | 24.7 | 4 | — | |
| AMCX接近AMC Networks Inc. Entertainment | $0.31B | 47% | 1.1xFY27 | 0.88 → 0.720.8xFY28近 | -2% | 13.2 | 3 | — | |
| SBGI接近Sinclair, Inc. Entertainment | $1.10B | 45% | 1.1xFY28 | 1.37 → 3.462.5xFY28近 | 14% | 4.4 | 5 | — | |
| UAA接近Under Armour, Inc. Apparel - Manufacturers | $2.08B | 47% | 1.0xFY29 | 0.11 → 0.302.7xFY29近 | 4% | 16.5 | 6 | — | |
| KD接近Kyndryl Holdings, Inc. Information Technology Services | $3.66B | 22% | 1.0xFY29 | 1.00 → 2.732.7xFY29近 | 10% | 6.2 | 1 | — | |
| SLVM接近Sylvamo Corporation Paper, Lumber & Forest Products低优先 | $1.53B | 17% | 0.8xFY28 | 1.91 → 5.172.7xFY28近 | 8% | 7.5 | 2 | — |