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暴涨研究（2026-11-07）中，蓝色标签有弱区分度（对照组 OR 约 1.7–2.7，仅 2024–25），有信号者事后暴涨概率仍只有约 3–7%；指引上调无预测力。线上样本里这些标签比研究对照组常见得多，阈值不可直接套用。悬停标签查看口径。
| 公司 | 行业 | 市值 | 财季 / 日期 | 标签 | 指引 | 收入 YoY | 信心/语气 | 最重要的前瞻表述 |
|---|---|---|---|---|---|---|---|---|
| CBRS Cerebras Systems Inc. | Semiconductors | $24.6B | Q3 2026 2026-11-12 | 扩产需求加速AI 词频高上调指引盈利拐点供不应求 | 上调 | +70% | 4 / 4 | We expect to triple revenue in 2027 with core gross margin progressing towards our 60% long-term target. |
| ANDG Andersen | Specialty Business Services | $6.8B | Q3 2026 2026-11-12 | 上调指引 | 上调 | +19% | 5 / 4 | 2027 revenue guidance of $1.275B-$1.325B, approximately 30% increase, with adjusted EBITDA of $320M-$340M. |
| FPS Forgent Power Solutions, Inc. | – | $6.7B | Q1 2027 2026-11-12 | 扩产需求加速AI 词频高积压订单词频高上调指引供不应求 | 上调 | +69% | 5 / 4 | We now expect revenues of $2.45 billion to $2.65 billion, representing 80% growth at the midpoint. |
| OCTV Octave Intelligence plc Class B Ordinary Shares | Software - Application | $5.9B | Q3 2026 2026-11-12 | AI 词频高积压订单词频高上调指引 | 上调 | +6% | 4 / 4 | We are well on track to achieve our full-year guidance, including ARR growth of 6%-8%. |
| NIQ NIQ Global Intelligence Plc | Information Technology Services | $5.7B | Q3 2026 2026-11-12 | 需求加速AI 词频高上调指引盈利拐点 | 上调 | +6% | 5 / 4 | New AI-native product suite can contribute about 0.25 to 0.5 point of growth in 2027. |
| DPC DPC Holdings Ltd. | Manufacturing - Metal Fabrication | $4.8B | Q3 2026 2026-11-12 | 扩产需求加速AI 词频高积压订单词频高上调指引供不应求 | 上调 | +39% | 5 / 5 | We now expect full year 2026 revenue between $1.115 billion and $1.130 billion and EBITDA of $204 million to $207 million. |
| FIGR Figure Technology Solutions, Inc. Class A Common Stock | Financial - Capital Markets | $4.7B | Q3 2026 2026-11-12 | 无 | +107% | 4 / 4 | We expect Kiavi to be materially accretive to Figure. | |
| ONDS Ondas Holdings Inc. | Communication Equipment | $3.0B | Q3 2026 2026-11-12 | 扩产需求加速AI 词频高积压订单词频高上调指引盈利拐点供不应求 | 上调 | +1500% | 5 / 4 | 2027 revenue target of at least $1.1 billion, with company-wide adjusted EBITDA profitability expected in Q3 2027. |
| YETI YETI Holdings, Inc. | Leisure | $2.9B | Q3 2026 2026-11-12 | 下调/撤回指引 | 下调 | +6% | 3 / 3 | We expect 2027 to be within our long-term algo, with no 53rd week and trend-driven SKU pressure subsiding. |
| AVAH Aveanna Healthcare Holdings Inc. | Medical - Care Facilities | $2.5B | Q3 2026 2026-11-12 | 上调指引供不应求 | 上调 | +12% | 4 / 4 | We expect full year 2026 revenue to be greater than $2.695 billion and adjusted EBITDA greater than $374 million. |
| WWW Wolverine World Wide, Inc. | Apparel - Footwear & Accessories | $2.0B | Q3 2026 2026-11-12 | 上调指引 | 上调+1% | +8% | 4 / 4 | We now expect revenue in the range of $2 billion to $2.01 billion, representing reported growth of approximately 7% at the midpoint. |
| FRMI Fermi Inc. Common Stock | Regulated Electric | $1.7B | Q3 2026 2026-11-12 | 扩产需求加速AI 词频高供不应求融资需求 | 无 | – | 4 / 4 | Targeting initial power availability in late Q2 or early Q3 of 2027, with a fast ramp to 600 megawatts next year. |
| EZPW EZCORP, Inc. | Financial - Credit Services | $1.6B | Q4 2026 2026-11-12 | 扩产AI 词频高 | 无 | +31% | 5 / 4 | We are excited to carry this operating and financial momentum forward into 2027. |
| EPC Edgewell Personal Care Company | Household & Personal Products | $1.3B | Q4 2026 2026-11-12 | 扩产需求加速供不应求 | 无 | +3% | 4 / 3 | We expect organic net sales to grow between 1% and 3% with growth in both North America and international. |
| TMC The Metals Royalty Company Inc. | Industrial Materials | $1.0B | Q3 2026 2026-11-12 | 扩产盈利拐点 | 无 | – | 4 / 3 | Updated plan cuts upfront capital to first production from ~$800M to ~$300M and targets positive EBITDA in first two years. |
| RUM Rumble Inc. | Software - Application | $2.5B | Q3 2026 2026-11-11 | 扩产需求加速AI 词频高下调/撤回指引盈利拐点供不应求 | 下调 | +290% | 5 / 4 | Majority of H100 contracts renew by end of Q1 27 at significantly higher rates, a tailwind to the bottom line. |
| ATEX Anterix Inc. | Telecommunications Services 低优先 | $1.6B | Q2 2027 2026-11-11 | 需求加速供不应求 | 无 | – | 5 / 4 | We are the only remaining licensed low-band spectrum available nearly nationwide, worth far more than our market cap. |
| CRWV CoreWeave, Inc. Class A Common Stock | Software - Infrastructure | $29.2B | Q3 2026 2026-11-10 | 扩产需求加速AI 词频高积压订单词频高上调指引盈利拐点供不应求融资需求 | 上调 | +168% | 5 / 4 | We expect adjusted net loss to reduce meaningfully in 2027 and to become adjusted net income positive in the first half of 28 and for the full year 2028. |
| MRCY Mercury Systems, Inc. | Aerospace & Defense | $5.0B | Q1 2027 2026-11-10 | 扩产需求加速积压订单词频高上调指引 | 上调 | +12% | 5 / 4 | FY27 revenue growth of double digits, adjusted EBITDA around $210 million, and free cash flow conversion approaching 40%. |
| FLY Firefly Aerospace Inc. | Aerospace & Defense | $4.3B | Q3 2026 2026-11-10 | 扩产需求加速AI 词频高积压订单词频高上调指引供不应求 | 上调+2% | +259% | 5 / 4 | AST deal worth over $1.3 billion nondilutive, with revenue ramping over three years and expanding gross margins. |
| EQPT EquipmentShare.com Inc. | Rental & Leasing Services | $3.3B | Q3 2026 2026-11-10 | 扩产需求加速AI 词频高上调指引供不应求 | 上调 | +55% | 5 / 4 | We expect continued margin expansion and an opportunity to exceed the guide given our visibility on demand and the positive rental pricing environment. |
| RGTI Rigetti Computing, Inc. | Computer Hardware | $3.3B | Q3 2026 2026-11-10 | 扩产 | 无 | – | 4 / 4 | Target of a 300-plus qubit system with ~99.7% median two-qubit gate fidelity and sub-60 nanosecond gate speed by mid-2028. |
| ATRO Astronics Corporation | Aerospace & Defense | $2.1B | Q3 2026 2026-11-10 | 扩产积压订单词频高 | 维持 | +29% | 4 / 4 | We believe we are zeroing in on another year of strong double-digit growth, which we expect to also drive continued strength in our bottom line. |
| SBH Sally Beauty Holdings, Inc. | Specialty Retail | $1.7B | Q4 2026 2026-11-10 | 扩产 | 首次给出 | +1% | 4 / 4 | BSG to return to growth in FY27; Sally Ignited comps 8-10% and scaling to 180 stores. |
| LMRI Lumexa Imaging Holdings, Inc. Common Stock | Medical - Devices | $1.4B | Q3 2026 2026-11-10 | 扩产AI 词频高 | 有升有降 | +5% | 4 / 3 | We are targeting hospital outpatient imaging centers, a $44 billion incremental opportunity, bringing our total addressable market to roughly $77 billion. |
| GO Grocery Outlet Holding Corp. | Grocery Stores | $1.3B | Q3 2026 2026-11-10 | 需求加速 | 有升有降 | +1% | 4 / 3 | We expect to see a year-over-year increase in gross margin for '27. |
| NN NextNav Inc. | Internet Content & Information | $1.2B | Q3 2026 2026-11-10 | 供不应求 | 无 | – | 4 / 3 | Low-band spectrum scarcity and growing demand create an increasingly constructive backdrop for NextNav's long-term opportunity. |
| AMBQ Ambiq Micro, Inc. | Semiconductors | $1.2B | Q3 2026 2026-11-10 | 需求加速AI 词频高上调指引供不应求 | 上调+40% | +110% | 5 / 4 | We expect growth to accelerate in the fourth quarter and remain strong into next year. |
| HROW Harrow Health, Inc. | Drug Manufacturers - Specialty & Generic | $1.1B | Q3 2026 2026-11-10 | 有升有降 | +39% | 4 / 4 | Q4 will be strongest quarter in Harrow's history, with revenue $136-151M and adjusted EBITDA >$33M. | |
| CWST Casella Waste Systems, Inc. | Waste Management 低优先 | $6.3B | Q3 2026 2026-11-10 | 扩产AI 词频高供不应求 | 有升有降 | +15% | 4 / 3 | Committed to raising adjusted EBITDA margins by 300 basis points over the next 3 years, reaching at least 26% by 2029. |
| REZI Resideo Technologies, Inc. | Security & Protection Services 低优先 | $3.2B | Q3 2026 2026-11-10 | 上调指引 | 上调 | +3% | 4 / 4 | We are flowing through our third quarter outperformance to our 2026 outlook while revising our outlook upward. |
| NHI National Health Investors, Inc. | REIT - Healthcare Facilities 低优先 | $3.1B | Q3 2026 2026-11-10 | 下调/撤回指引 | 下调 | – | 3 / 2 | We expect 2026 to be our second largest investment year in the company's history. |
| CEG Constellation Energy Corporation | Renewable Utilities | $99.3B | Q3 2026 2026-11-09 | 扩产AI 词频高上调指引供不应求 | 上调 | – | 5 / 4 | We expect to update our buyback plan on or before the fourth quarter call and believe the market has not adequately valued the business. |
| NRG NRG Energy, Inc. | Independent Power Producers | $20.4B | Q3 2026 2026-11-09 | 扩产需求加速AI 词频高供不应求 | 维持 | – | 5 / 4 | We expect to announce approved agreements for the 1.2 GW Texas data center project by year-end. |
| RBA RB Global, Inc. | Specialty Business Services | $17.3B | Q3 2026 2026-11-09 | 上调指引 | 上调 | +20% | 4 / 3 | We are raising our 2026 outlook and now expect gross transaction value to grow between 14% to 15%, with adjusted EBITDA growth of 9.7% at the midpoint. |
| ONTO Onto Innovation Inc. | Semiconductors | $10.0B | Q3 2026 2026-11-09 | 扩产需求加速AI 词频高积压订单词频高上调指引供不应求 | 上调 | +90% | 5 / 4 | Backlog up 20% to over $1.3 billion; sequential revenue growth through at least the first half of 2027. |
| ZETA Zeta Global Holdings Corp. | Software - Application | $9.2B | Q3 2026 2026-11-09 | 需求加速AI 词频高上调指引盈利拐点供不应求 | 上调+2% | +46% | 5 / 5 | AthenaOS and partnerships expand addressable market, with Palantir expected to add over $100 million in incremental annual revenue. |
| TTD APEX Tech Acquisition Inc. | Shell Companies | $7.4B | Q3 2026 2026-11-09 | AI 词频高 | 无 | -1% | 3 / 3 | Open measurement will be implemented this quarter and is expected to improve growth next year and provide a tailwind for years to come. |
| AAON AAON, Inc. | Construction | $6.6B | Q3 2026 2026-11-09 | 扩产需求加速AI 词频高积压订单词频高上调指引盈利拐点 | 上调 | +84% | 5 / 4 | We now expect 2026 sales growth of 72% to 75%, up from our previous expectation of 55% to 60%. |
| QLYS Qualys, Inc. | Software - Infrastructure | $6.0B | Q3 2026 2026-11-09 | AI 词频高积压订单词频高上调指引 | 上调+1% | +11% | 4 / 4 | Customers are moving from evaluating the AI-native ROC to operationalizing it, driving larger commitments and deeper adoption. |
| RDNT RadNet, Inc. | Medical - Diagnostics & Research | $6.0B | Q3 2026 2026-11-09 | 扩产需求加速AI 词频高积压订单词频高上调指引供不应求 | 上调 | +22% | 5 / 4 | We are on track for more than $140 million of ARR by year-end, roughly 87% growth over 2025. |
| HIMS Hims & Hers Health, Inc. | Medical - Equipment & Services | $4.4B | Q3 2026 2026-11-09 | AI 词频高 | 有升有降 | +49% | 4 / 3 | International revenue on track to eclipse $1 billion run rate in 2027; subscriber growth to recover in Q1. |
| VIA Via Transportation, Inc. | Software - Application | $3.4B | Q3 2026 2026-11-09 | 需求加速AI 词频高上调指引盈利拐点 | 上调 | +31% | 5 / 5 | We expect to deliver our first quarter of positive adjusted EBITDA in Q4 2026. |
| CSQR Csquare Inc. | Software - Services | $2.8B | Q3 2026 2026-11-09 | 扩产需求加速AI 词频高积压订单词频高供不应求 | 无 | +26% | 5 / 4 | Annualized revenue backlog increased to approximately $114 million with about $104 million expected to commence over the next 12 months. |
| WGS GeneDx Holdings Corp. | Medical - Healthcare Information Services | $1.6B | Q3 2026 2026-11-09 | AI 词频高盈利拐点供不应求 | 有升有降 | – | 4 / 3 | RCM tailwind in 2027 can more than offset PAMA, with revenue growth converging closer to volume growth. |
| AMRC Ameresco, Inc. | Engineering & Construction | $1.4B | Q3 2026 2026-11-09 | 扩产需求加速AI 词频高积压订单词频高供不应求 | 无 | +10% | 5 / 4 | We believe we are well positioned to deliver continued profitable growth in '27 and beyond. |
| WBTN WEBTOON Entertainment Inc. Common stock | Software - Application | $1.3B | Q3 2026 2026-11-09 | AI 词频高上调指引 | 上调 | -4% | 4 / 3 | We expect to return to double-digit revenue growth by the end of the year, primarily driven by strength of our core business. |
| DJT Trump Media & Technology Group Corp. | Internet Content & Information | $1.3B | Q3 2026 2026-11-09 | 无 | +205% | 4 / 3 | We fully remain on track to close the TAE merger by the end of the year. | |
| TH Target Hospitality Corp. | Specialty Business Services | $1.1B | Q3 2026 2026-11-09 | 扩产需求加速AI 词频高供不应求 | 维持 | +30% | 5 / 4 | Exit 2027 with annualized revenue exceeding $750 million and adjusted EBITDA above $300 million. |
| USAR USA Rare Earth Inc | Industrial Materials | $1.1B | Q3 2026 2026-11-09 | 扩产供不应求 | 无 | – | 4 / 4 | Cerro Verde is the only producer of heavy rare earths of meaningful scale outside Asia. |