Estimate Revisions
How consensus EBITDA for FY2 (next +1 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 (21)
| GTLB | GitLab Inc | $401.2M → $489.1M | +21.9% |
| ASML | ASML Holding NV | $20.5B → $24B | +16.7% |
| SAP | SAP SE (ADR) | $15.1B → $17.6B | +16.1% |
| SBGSY | Schneider Electric SE (ADR) | $12.7B → $14.7B | +16.1% |
| SIEGY | Siemens AG (ADR) | $23.8B → $27.7B | +16.1% |
| SPOT | Spotify Technology SA | $6.7B → $7.8B | +16.0% |
| SMEGF | Siemens Energy AG (ADR) | $2.5B → $2.9B | +15.8% |
| SMCI | Super Micro Computer Inc | $4.5B → $4.8B | +8.1% |
| NVDA | NVIDIA Corp | $310.6B → $321.9B | +3.6% |
| FROG | JFrog Ltd | $57.1M → $58.8M | +2.9% |
| APLD | Applied Digital Corp | -$425.4M → -$435.4M | +2.4% |
| MRVL | Marvell Technology Inc | $4.1B → $4.2B | +1.3% |
| ALAB | Astera Labs Inc | -$681.4M → -$690M | +1.3% |
| AMD | Advanced Micro Devices Inc | $21.8B → $21.9B | +0.7% |
| ETSY | Etsy Inc | $292.3M → $293.6M | +0.4% |
| HPE | Hewlett Packard Enterprise Co | $7.3B → $7.3B | +0.1% |
| SHOP | Shopify Inc | $4.1B → $4.1B | +0.0% |
| UBER | Uber Technologies Inc | $2B → $2B | +0.0% |
| WMT | Walmart Inc | $67.3B → $67.3B | +0.0% |
| CEG | Constellation Energy Corp | $10.1B → $10.1B | +0.0% |
| BE | Bloom Energy Corp | -$479.1M → -$479.1M | +0.0% |
Downgrades (18)
| HTHIY | Hitachi Ltd (ADR) | $1.7T → $10.7B | (99.4)% |
| ATEYY | Advantest Corp (ADR) | $634.6B → $4B | (99.4)% |
| ASX | ASE Technology Holding Co (ADR) | $218.3B → $7B | (96.8)% |
| TSM | Taiwan Semiconductor Manufacturing (ADR) | $5.7T → $182.8B | (96.8)% |
| WRD | WeRide Inc | -$4.7B → -$676.6M | (85.6)% |
| BYDDY | BYD Co Ltd (ADR) | $118.4B → $17.4B | (85.3)% |
| GLXY | Galaxy Digital Holdings | $42.5B → $40.5B | (4.8)% |
| INTU | Intuit Inc | $8.8B → $8.7B | (0.6)% |
| BEP | Brookfield Renewable Partners LP | $6.9B → $6.9B | (0.1)% |
| CRM | Salesforce Inc | $27.4B → $27.3B | (0.1)% |
| WDAY | Workday Inc | $3.2B → $3.2B | (0.0)% |
| TLN | Talen Energy Corp | $1.2B → $1.2B | (0.0)% |
| CLS | Celestica Inc | $2.4B → $2.4B | (0.0)% |
| MBLY | Mobileye Global Inc | -$18.9M → -$18.9M | (0.0)% |
| DLR | Digital Realty Trust Inc | $5B → $5B | (0.0)% |
| SNPS | Synopsys Inc | $3.5B → $3.5B | (0.0)% |
| BKNG | Booking Holdings Inc | $17B → $17B | (0.0)% |
| PANW | Palo Alto Networks Inc | $6.6B → $6.6B | (0.0)% |