Estimate Revisions
How consensus REVENUE 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 (18)
| ASML | ASML Holding NV | $52.6B → $61.4B | +16.7% |
| SAP | SAP SE (ADR) | $51.1B → $59.4B | +16.1% |
| SBGSY | Schneider Electric SE (ADR) | $50.8B → $59B | +16.1% |
| SIEGY | Siemens AG (ADR) | $96.5B → $112B | +16.1% |
| SPOT | Spotify Technology SA | $25.3B → $29.4B | +16.0% |
| SMEGF | Siemens Energy AG (ADR) | $56.8B → $65.8B | +15.8% |
| NVDA | NVIDIA Corp | $607.3B → $629.4B | +3.6% |
| APLD | Applied Digital Corp | $1.6B → $1.6B | +2.4% |
| MRVL | Marvell Technology Inc | $19.3B → $19.5B | +1.3% |
| ALAB | Astera Labs Inc | $2.7B → $2.7B | +1.3% |
| AMD | Advanced Micro Devices Inc | $100.4B → $101.1B | +0.7% |
| ETSY | Etsy Inc | $3B → $3B | +0.4% |
| HPE | Hewlett Packard Enterprise Co | $45.2B → $45.2B | +0.1% |
| SHOP | Shopify Inc | $23B → $23.1B | +0.0% |
| UBER | Uber Technologies Inc | $75.9B → $75.9B | +0.0% |
| WMT | Walmart Inc | $824.8B → $825B | +0.0% |
| CEG | Constellation Energy Corp | $35.7B → $35.7B | +0.0% |
| BE | Bloom Energy Corp | $9.3B → $9.3B | +0.0% |
Downgrades (19)
| ATEYY | Advantest Corp (ADR) | $1.9T → $12.1B | (99.4)% |
| HTHIY | Hitachi Ltd (ADR) | $13T → $81.5B | (99.4)% |
| TSM | Taiwan Semiconductor Manufacturing (ADR) | $8.2T → $261.4B | (96.8)% |
| ASX | ASE Technology Holding Co (ADR) | $1.1T → $35.2B | (96.8)% |
| WRD | WeRide Inc | $4.7B → $676.6M | (85.6)% |
| BYDDY | BYD Co Ltd (ADR) | $1.2T → $170.6B | (85.3)% |
| GLXY | Galaxy Digital Holdings | $70.2B → $66.8B | (4.8)% |
| INTU | Intuit Inc | $26.9B → $26.7B | (0.6)% |
| BEP | Brookfield Renewable Partners LP | $7.8B → $7.8B | (0.1)% |
| CRM | Salesforce Inc | $55.5B → $55.4B | (0.1)% |
| WDAY | Workday Inc | $13.1B → $13.1B | (0.0)% |
| TLN | Talen Energy Corp | $5.3B → $5.3B | (0.0)% |
| CLS | Celestica Inc | $33.9B → $33.9B | (0.0)% |
| MBLY | Mobileye Global Inc | $2.8B → $2.8B | (0.0)% |
| DLR | Digital Realty Trust Inc | $8.4B → $8.4B | (0.0)% |
| SNPS | Synopsys Inc | $11.9B → $11.9B | (0.0)% |
| BKNG | Booking Holdings Inc | $34.7B → $34.7B | (0.0)% |
| PANW | Palo Alto Networks Inc | $15.5B → $15.5B | (0.0)% |
| SMCI | Super Micro Computer Inc | $60B → $60B | (0.0)% |