Estimate Revisions
How consensus REVENUE for FY1 (next fiscal year) has moved. Revisions are sparse day-to-day — this fills in as the daily snapshots accumulate.
Heads up: “since first capture” currently spans the dashboard’s early data-source changes (provider + FX fixes), so large moves here are mostly data corrections, not real analyst revisions. Use the 30d/90d windows for clean revisions as history builds.
Upgrades (25)
| HIVE | HIVE Digital Technologies Ltd | $421.2M → $528.2M | +25.4% |
| MOD | Modine Manufacturing Co | $3.8B → $4.6B | +19.1% |
| ASML | ASML Holding NV | $47.3B → $56.2B | +19.0% |
| SIEGY | Siemens AG (ADR) | $89B → $104.9B | +17.8% |
| SPOT | Spotify Technology SA | $22.2B → $26.1B | +17.5% |
| SMEGF | Siemens Energy AG (ADR) | $49.9B → $58.4B | +17.1% |
| SAP | SAP SE (ADR) | $45.3B → $53B | +17.0% |
| BESI.AS | BE Semiconductor Industries NV | $1.3B → $1.5B | +16.1% |
| SBGSY | Schneider Electric SE (ADR) | $47.2B → $54.5B | +15.4% |
| TLN | Talen Energy Corp | $4.7B → $5B | +7.8% |
| CORZ | Core Scientific Inc | $1B → $1.1B | +6.3% |
| NVDA | NVIDIA Corp | $507.2B → $538.3B | +6.1% |
| BEP | Brookfield Renewable Partners LP | $7.4B → $7.7B | +4.3% |
| MARA | MARA Holdings Inc | $954.2M → $991.2M | +3.9% |
| DBRG | DigitalBridge Group Inc | $481.1M → $492.7M | +2.4% |
| APLD | Applied Digital Corp | $691.8M → $708.2M | +2.4% |
| NBIS | Nebius Group NV | $11B → $11.2B | +2.3% |
| MU | Micron Technology Inc | $172.8B → $176.7B | +2.3% |
| AVGO | Broadcom Inc | $158.9B → $162.2B | +2.1% |
| LITE | Lumentum Holdings Inc | $5.5B → $5.7B | +2.0% |
| HUT | Hut 8 Corp | $637.9M → $650.2M | +1.9% |
| AUR | Aurora Innovation Inc | $188.7M → $192M | +1.7% |
| VST | Vistra Corp | $25.3B → $25.7B | +1.7% |
| DELL | Dell Technologies Inc | $153.5B → $155.3B | +1.2% |
| NRG | NRG Energy Inc | $35.3B → $35.7B | +1.0% |
Downgrades (25)
| 000660.KS | SK hynix Inc | $446.1T → $294.1B | (99.9)% |
| 005930.KS | Samsung Electronics Co Ltd | $811.2T → $534.9B | (99.9)% |
| HTHIY | Hitachi Ltd (ADR) | $12.2T → $77.3B | (99.4)% |
| ATEYY | Advantest Corp (ADR) | $1.7T → $11.2B | (99.3)% |
| 3661.TW | Alchip Technologies Ltd | $114.1B → $3.6B | (96.8)% |
| ASX | ASE Technology Holding Co (ADR) | $930.6B → $29.9B | (96.8)% |
| TSM | Taiwan Semiconductor Manufacturing (ADR) | $6.5T → $212.7B | (96.7)% |
| 9660.HK | Horizon Robotics | $11.1B → $1.4B | (87.2)% |
| 0981.HK | Semiconductor Manufacturing International Corp | $13.6B → $1.7B | (87.2)% |
| WRD | WeRide Inc | $2.2B → $307M | (86.1)% |
| BYDDY | BYD Co Ltd (ADR) | $1T → $154.2B | (85.2)% |
| J | Jacobs Solutions Inc | $14.9B → $10.1B | (32.2)% |
| GLXY | Galaxy Digital Holdings | $79.2B → $59B | (25.4)% |
| CIFR | Cipher Mining Inc | $874.8M → $798.7M | (8.7)% |
| IREN | IREN Ltd | $3.2B → $3B | (8.5)% |
| CRDO | Credo Technology Group | $2.4B → $2.2B | (6.0)% |
| BTBT | Bit Digital Inc | $297.2M → $287M | (3.5)% |
| WULF | TeraWulf Inc | $1B → $1B | (2.2)% |
| RIOT | Riot Platforms Inc | $831M → $815.9M | (1.8)% |
| VRT | Vertiv Holdings Co | $17.8B → $17.6B | (1.5)% |
| DOCN | DigitalOcean Holdings Inc | $1.7B → $1.7B | (1.3)% |
| MBLY | Mobileye Global Inc | $2.2B → $2.2B | (1.1)% |
| RBLX | Roblox Corp | $9B → $8.9B | (1.0)% |
| INTC | Intel Corp | $65.1B → $64.6B | (0.8)% |
| JBL | Jabil Inc | $37.4B → $37.2B | (0.8)% |