Estimate Revisions
How consensus EBITDA 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)
| GTLB | GitLab Inc | $351.8M → $428.8M | +21.9% |
| ASML | ASML Holding NV | $18.9B → $22B | +16.3% |
| SBGSY | Schneider Electric SE (ADR) | $11.7B → $13.6B | +16.1% |
| SIEGY | Siemens AG (ADR) | $22.3B → $25.9B | +16.1% |
| SAP | SAP SE (ADR) | $13.5B → $15.7B | +16.1% |
| SPOT | Spotify Technology SA | $6B → $6.9B | +15.8% |
| SMEGF | Siemens Energy AG (ADR) | $2.3B → $2.6B | +15.8% |
| SMCI | Super Micro Computer Inc | $3.8B → $4.1B | +8.1% |
| NVDA | NVIDIA Corp | $263.7B → $275.3B | +4.4% |
| FROG | JFrog Ltd | $46.8M → $48.1M | +2.9% |
| MRVL | Marvell Technology Inc | $3.2B → $3.2B | +0.7% |
| ALAB | Astera Labs Inc | -$546.5M → -$550.1M | +0.6% |
| AMD | Advanced Micro Devices Inc | $16.5B → $16.6B | +0.6% |
| AMAT | Applied Materials Inc | $15.1B → $15.1B | +0.3% |
| ETSY | Etsy Inc | $280.9M → $281.4M | +0.2% |
| TLN | Talen Energy Corp | $1.1B → $1.1B | +0.2% |
| WMT | Walmart Inc | $64B → $64.1B | +0.1% |
| JCI | Johnson Controls International plc | $3.3B → $3.3B | +0.1% |
| SHOP | Shopify Inc | $3.2B → $3.2B | +0.1% |
| HPE | Hewlett Packard Enterprise Co | $7B → $7B | +0.1% |
| MBLY | Mobileye Global Inc | -$15.2M → -$15.2M | +0.0% |
| CEG | Constellation Energy Corp | $9.5B → $9.5B | +0.0% |
| NTSK | Netskope Inc | -$693.7M → -$693.9M | +0.0% |
| UBER | Uber Technologies Inc | $1.7B → $1.7B | +0.0% |
| APLD | Applied Digital Corp | -$190.1M → -$190.1M | +0.0% |
Downgrades (21)
| ATEYY | Advantest Corp (ADR) | $583.7B → $3.7B | (99.4)% |
| HTHIY | Hitachi Ltd (ADR) | $1.6T → $10.1B | (99.4)% |
| ASX | ASE Technology Holding Co (ADR) | $185.4B → $5.9B | (96.8)% |
| TSM | Taiwan Semiconductor Manufacturing (ADR) | $4.7T → $148.7B | (96.8)% |
| BYDDY | BYD Co Ltd (ADR) | $107B → $15.8B | (85.3)% |
| WRD | WeRide Inc | -$2.1B → -$307M | (85.1)% |
| BEP | Brookfield Renewable Partners LP | $6.9B → $6.8B | (1.8)% |
| BTDR | Bitdeer Technologies Group | $41.4M → $40.9M | (1.3)% |
| SEI | Solaris Energy Infrastructure Inc | $328.3M → $326.6M | (0.5)% |
| GLXY | Galaxy Digital Holdings | $35.9B → $35.7B | (0.4)% |
| WDAY | Workday Inc | $2.9B → $2.9B | (0.1)% |
| INTU | Intuit Inc | $7.8B → $7.8B | (0.0)% |
| CRM | Salesforce Inc | $24.9B → $24.9B | (0.0)% |
| CLS | Celestica Inc | $1.9B → $1.9B | (0.0)% |
| BE | Bloom Energy Corp | -$325.2M → -$325.2M | (0.0)% |
| DLR | Digital Realty Trust Inc | $4.5B → $4.5B | (0.0)% |
| SNOW | Snowflake Inc | $406.7M → $406.7M | (0.0)% |
| CRWD | CrowdStrike Holdings Inc | $1.1B → $1.1B | (0.0)% |
| ANET | Arista Networks Inc | $7.9B → $7.9B | (0.0)% |
| SNPS | Synopsys Inc | $3.2B → $3.2B | (0.0)% |
| BKNG | Booking Holdings Inc | $15.7B → $15.7B | (0.0)% |