爆发潜力
只看卖方一致预期里的「巨大变化」，不打综合分。收入线：FY+2 或 FY+3 收入 ≥ TTM 的 2 倍，毛利率 ≥ 30%，TTM 收入 ≥ $1 亿。EPS 线：同期 EPS ≥ 基数的 3 倍或扭亏，该财年 PE ≤ 30，毛利率 > 0，利润增量 ≥ 股价 3%。两线都要求 ≥ 3 名分析师覆盖。
2026-11-07 · breakout_v1 · 范围 2577 家（美国普通股、市值 ≥ $3 亿）· 已评估 1834 · 排除 644（银行/资源/biotech/加密等）· 数据不足 99EPS 为调整后口径（与一致预期一致），基数 = 最近 4 季实际 EPS。FY+2/FY+3 = 今天之后结束的第 2/3 个财年（12 月年结即 FY27/FY28）。 研究线索，不构成投资建议。
| 公司 | 市值 | 毛利率 | 收入倍数 | EPS 变化 | 增量/股价 | 远期 PE | 人数 | 进入 | 标记 |
|---|---|---|---|---|---|---|---|---|---|
| HROW两线Harrow Health, Inc. Drug Manufacturers - Specialty & Generic | $1.01B | 73% | 2.6xFY28 | -0.39 → 3.94扭亏FY28 | 16% | 6.8 | 3 | ≤11-07 | 分歧大一次性亏损已剔除 |
| WDC两线Western Digital Corporation Computer Hardware | $98.7B | 53% | 2.5xFY29 | 13.05 → 54.034.1xFY29 | 16% | 4.9 | 5 | ≤11-07 | 利润率高位 |
| AVGO两线Broadcom Inc. Semiconductors | $1402.0B | 69% | 4.7xFY29 | 9.76 → 47.334.8xFY29 | 13% | 6.2 | 3 | ≤11-07 | 利润率高位超高增长 |
| MXL两线MaxLinear, Inc. Semiconductors | $4.46B | 58% | 2.8xFY28 | 1.38 → 5.724.1xFY28 | 9% | 8.6 | 6 | ≤11-07 | 分歧大利润率高位 |
| LITE两线Lumentum Holdings Inc. Communication Equipment | $48.8B | 46% | 3.9xFY29 | 11.84 → 54.104.6xFY29 | 8% | 10.0 | 6 | ≤11-07 | 分歧大利润率高位超高增长 |
| NVDA两线NVIDIA Corporation Semiconductors | $4498.0B | 75% | 3.1xFY29 | 7.01 → 21.383.0xFY29 | 8% | 8.7 | 20 | ≤11-07 | 分歧大超高增长 |
| SMTC两线Semtech Corporation Semiconductors | $9.63B | 52% | 2.3xFY29 | 2.14 → 9.894.6xFY29 | 8% | 10.4 | 6 | ≤11-07 | |
| FTAI两线FTAI Aviation Ltd. Rental & Leasing Services | $18.4B | 31% | 2.3xFY28 | 4.93 → 17.493.5xFY28 | 7% | 10.3 | 6 | ≤11-07 | |
| COHR两线Coherent, Inc. Hardware, Equipment & Parts | $38.0B | 38% | 2.5xFY29 | 6.53 → 19.883.0xFY29 | 7% | 9.7 | 4 | ≤11-07 | |
| CRDO两线Credo Technology Group Holding Ltd Communication Equipment | $22.7B | 67% | 3.2xFY29 | 4.10 → 12.383.0xFY29 | 7% | 9.7 | 5 | ≤11-07 | 利润率高位超高增长 |
| MRVL两线Marvell Technology, Inc. Semiconductors | $123.7B | 51% | 3.3xFY29 | 3.30 → 12.513.8xFY29 | 7% | 11.3 | 20 | ≤11-07 | 分歧大利润率高位超高增长 |
| AXTI两线AXT, Inc. Semiconductors | $2.55B | 44% | 5.0xFY28 | 0.54 → 2.554.7xFY27 | 5% | 15.3 | 3 | ≤11-07 | 利润率高位超高增长 |
| AMD两线Advanced Micro Devices, Inc. Semiconductors | $733.0B | 54% | 2.8xFY28 | 6.65 → 23.913.6xFY28 | 4% | 18.8 | 18 | ≤11-07 | |
| BE两线Bloom Energy Corporation Electrical Equipment & Parts | $51.2B | 32% | 2.7xFY28 | 2.61 → 8.613.3xFY28 | 3% | 20.1 | 16 | ≤11-07 | 分歧大利润率高位 |
| ONDS收入Ondas Holdings Inc. Communication Equipment | $3.11B | 44% | 7.8xFY28 | 0.17 → -0.06-0.4xFY28 | -4% | — | 3 | ≤11-07 | 超高增长 |
| CRWV收入CoreWeave, Inc. Class A Common Stock Software - Infrastructure | $25.6B | 67% | 5.6xFY28 | -2.78 → 0.88扭亏FY28 | 8% | 53.0 | 15 | ≤11-07 | 无去年同季超高增长 |
| AII收入American Integrity Insurance Group, Inc. Insurance - Property & Casualty | $0.53B | 67% | 3.2xFY27 | 4.55 → 3.420.8xFY28 | -4% | 7.9 | 1 | ≤11-07 | 无季度历史无去年同季超高增长 |
| ALAB收入Astera Labs, Inc. Common Stock Semiconductors | $33.1B | 74% | 2.8xFY28 | 3.31 → 8.912.7xFY28近 | 3% | 21.4 | 13 | ≤11-07 | 利润率高位 |
| PLTR收入Palantir Technologies Inc. Software - Infrastructure | $369.0B | 85% | 2.6xFY28 | 1.43 → 3.702.6xFY28 | 1% | 43.4 | 9 | ≤11-07 | 利润率高位 |
| SITM收入SiTime Corporation Semiconductors | $12.5B | 56% | 2.5xFY28 | 9.32 → 19.892.1xFY28 | 3% | 21.0 | 4 | ≤11-07 | 利润率高位 |
| KMTS收入KESTRA MEDICAL TECHNOLOGIES, LTD. Medical - Instruments & Supplies | $1.72B | 54% | 2.5xFY29 | -2.65 → -1.59FY29 | 4% | — | 6 | ≤11-07 | 利润率高位无去年同季 |
| PLMR收入Palomar Holdings, Inc. Insurance - Property & Casualty | $4.13B | 55% | 2.5xFY27 | 9.92 → 12.211.2xFY28 | 1% | 12.7 | 3 | ≤11-07 | |
| ORCL收入Oracle Corporation Software - Infrastructure | $350.9B | 64% | 2.5xFY29 | 8.08 → 15.671.9xFY29 | 7% | 7.4 | 13 | ≤11-07 | |
| DOCN收入DigitalOcean Holdings, Inc. Software - Infrastructure | $8.52B | 55% | 2.5xFY28 | 1.78 → 3.261.8xFY28 | 2% | 22.2 | 2 | ≤11-07 | |
| LSCC收入Lattice Semiconductor Corporation Semiconductors | $14.9B | 68% | 2.5xFY29 | 1.98 → 5.893.0xFY29近 | 4% | 17.8 | 9 | ≤11-07 | |
| MU收入Micron Technology, Inc. Semiconductors | $780.7B | 81% | 2.5xFY29 | 75.51 → 217.902.9xFY29近 | 21% | 3.2 | 9 | ≤11-07 | 利润率高位 |
| RKLB收入Rocket Lab USA, Inc. Aerospace & Defense | $31.8B | 37% | 2.4xFY28 | -0.18 → 0.26扭亏FY28 | 1% | 205.6 | 6 | ≤11-07 | 利润率高位 |
| CIEN收入Ciena Corporation Communication Equipment | $34.5B | 44% | 2.3xFY29 | 6.01 → 24.724.1xFY29近 | 8% | 9.8 | 2 | ≤11-07 | |
| BBNX收入Beta Bionics, Inc. Medical - Equipment & Services | $0.71B | 59% | 2.2xFY28 | -1.84 → -1.59FY28 | 2% | — | 10 | ≤11-07 | 无季度历史 |
| MPWR收入Monolithic Power Systems, Inc. Semiconductors | $58.1B | 55% | 2.2xFY28 | 24.58 → 58.062.4xFY28 | 3% | 20.5 | 6 | ≤11-07 | |
| SNDK收入Sandisk Corporation Hardware, Equipment & Parts | $118.8B | 80% | 2.2xFY29 | 118.37 → 310.092.6xFY29近 | 23% | 2.7 | 3 | ≤11-07 | 利润率高位 |
| VICR收入Vicor Corporation Hardware, Equipment & Parts | $6.78B | 61% | 2.1xFY28 | 3.82 → 8.472.2xFY28 | 3% | 17.3 | 3 | ≤11-07 | 利润率高位 |
| AMAT收入Applied Materials, Inc. Semiconductors | $264.0B | 49% | 2.0xFY29 | 10.91 → 26.762.5xFY29 | 5% | 12.4 | 2 | ≤11-07 | |
| RPAY收入Repay Holdings Corporation Software - Infrastructure | $0.39B | 75% | 2.0xFY28 | 0.82 → 1.431.7xFY28 | 14% | 3.1 | 2 | ≤11-07 | 无季度历史 |
| STUBEPSStubHub Holdings, Inc. Software - Application | $2.19B | 81% | 1.3xFY28 | -3.81 → 0.73扭亏FY28 | 74% | 8.4 | 5 | ≤11-07 | 利润率驱动无去年同季 |
| TEEPST1 Energy Inc Electrical Equipment & Parts | $0.71B | 8% | 1.7xFY28 | -0.56 → 0.24扭亏FY28 | 34% | 9.6 | 4 | ≤11-07 | 分歧大低毛利一次性亏损已剔除 |
| BWEPSBabcock & Wilcox Enterprises, Inc. Industrial - Machinery | $0.48B | 20% | 1.9xFY28 | -0.17 → 0.66扭亏FY28 | 25% | 4.9 | 3 | ≤11-07 | 低毛利一次性亏损已剔除 |
| INDIEPSindie Semiconductor, Inc. Semiconductors | $0.39B | 27% | 1.9xFY28 | -0.23 → 0.21扭亏FY28 | 25% | 8.4 | 4 | ≤11-07 | 分歧大低毛利无季度历史 |
| OIEPSO-I Glass, Inc. Packaging & Containers | $0.80B | 15% | 1.0xFY28 | 0.25 → 1.325.3xFY28 | 21% | 3.9 | 3 | ≤11-07 | 低毛利利润率驱动 |
| UCTTEPSUltra Clean Holdings, Inc. Semiconductors | $1.97B | 16% | 1.8xFY28 | 2.38 → 8.033.4xFY28 | 14% | 5.1 | 5 | ≤11-07 | 分歧大低毛利 |
| RXTEPSRackspace Technology, Inc. Software - Infrastructure | $0.64B | 14% | 1.0xFY27 | -0.20 → 0.14扭亏FY27 | 13% | 18.6 | 3 | ≤11-07 | 分歧大低毛利利润率高位利润率驱动 |
| WLTHEPSWealthfront Corporation Software - Application | $1.66B | 16% | 1.2xFY28 | -0.93 → 0.47扭亏FY28 | 13% | 22.4 | 4 | ≤11-07 | 低毛利利润率驱动无去年同季 |
| FLNCEPSFluence Energy, Inc. Renewable Utilities | $1.06B | 9% | 1.7xFY29 | -0.36 → 0.30扭亏FY29 | 12% | 17.8 | 3 | ≤11-07 | 分歧大低毛利一次性亏损已剔除 |
| EOLSEPSEvolus, Inc. Drug Manufacturers - Specialty & Generic | $0.45B | 66% | 1.4xFY28 | -0.14 → 0.66扭亏FY28 | 12% | 10.3 | 5 | ≤11-07 | 分歧大 |
| THEPSTarget Hospitality Corp. Specialty Business Services | $1.13B | 7% | 2.4xFY28 | -0.11 → 1.19扭亏FY28 | 11% | 9.5 | 3 | ≤11-07 | 低毛利一次性亏损已剔除 |
| HOGEPSHarley-Davidson, Inc. Auto - Recreational Vehicles | $3.40B | 21% | 1.1xFY28 | -1.07 → 2.67扭亏FY28 | 11% | 12.2 | 7 | ≤11-07 | 低毛利利润率驱动 |
| PENNEPSPENN Entertainment, Inc. Gambling, Resorts & Casinos | $2.34B | 30% | 1.1xFY28 | 0.00 → 1.97702.8xFY28 | 11% | 8.9 | 7 | ≤11-07 | 分歧大低毛利利润率驱动 |
| ATECEPSAlphatec Holdings, Inc. Medical - Devices | $1.15B | 67% | 1.3xFY28 | 0.00 → 0.81扭亏FY28 | 11% | 9.2 | 5 | ≤11-07 | 分歧大利润率高位 |
| AAOIEPSApplied Optoelectronics, Inc. Semiconductors | $4.26B | 29% | 4.0xFY27 | 0.15 → 5.5537.0xFY27 | 11% | 9.0 | 3 | ≤11-07 | 低毛利利润率高位 |
| LGNEPSLegence Corp. Class A Common stock Engineering & Construction | $3.86B | 17% | 1.6xFY28 | -0.16 → 2.65扭亏FY27 | 10% | 10.5 | 7 | ≤11-07 | 低毛利无去年同季 |
| PAREPSPAR Technology Corporation Software - Application | $0.85B | 41% | 1.2xFY28 | 0.58 → 2.644.6xFY28 | 10% | 7.8 | 3 | ≤11-07 | 分歧大利润率驱动无季度历史 |
| ICHREPSIchor Holdings, Ltd. Semiconductors | $1.16B | 13% | 1.6xFY28 | 1.07 → 4.073.8xFY28 | 10% | 7.6 | 5 | ≤11-07 | 低毛利 |
| VSHEPSVishay Intertechnology, Inc. Semiconductors | $3.29B | 21% | 1.1xFY28 | 0.62 → 2.874.6xFY28 | 10% | 8.1 | 4 | ≤11-07 | 低毛利利润率驱动 |
| WERNEPSWerner Enterprises, Inc. Trucking | $1.62B | 7% | 1.2xFY28 | 0.45 → 2.946.5xFY28 | 9% | 9.2 | 4 | ≤11-07 | 低毛利利润率驱动 |
| TNDMEPSTandem Diabetes Care, Inc. Medical - Devices | $1.18B | 56% | 1.3xFY28 | -0.72 → 0.79扭亏FY28 | 9% | 21.4 | 16 | ≤11-07 | 分歧大利润率高位利润率驱动 |
| WHREPSWhirlpool Corporation Furnishings, Fixtures & Appliances | $2.01B | 13% | 1.1xFY28 | 0.12 → 2.8423.7xFY28 | 9% | 10.8 | 3 | ≤11-07 | 分歧大低毛利利润率驱动 |
| DKNGEPSDraftKings Inc. Gambling, Resorts & Casinos | $9.19B | 40% | 1.3xFY28 | -0.11 → 1.53扭亏FY28 | 9% | 12.1 | 18 | ≤11-07 | 分歧大 |
| AMRCEPSAmeresco, Inc. Engineering & Construction | $1.15B | 16% | 1.4xFY28 | 0.61 → 2.524.1xFY28 | 9% | 8.6 | 6 | ≤11-07 | 低毛利 |
| KMPREPSKemper Corporation 5.875% Fixed Insurance - Property & Casualty | $1.97B | 36% | 1.0xFY28 | 1.24 → 4.093.3xFY27 | 9% | 8.2 | 4 | ≤11-07 | 利润率驱动 |
| UPSTEPSUpstart Holdings, Inc. Financial - Credit Services | $2.13B | 96% | 1.7xFY28近 | 0.88 → 2.743.1xFY28 | 8% | 8.0 | 5 | ≤11-07 | 利润率高位 |
| TLNEPSTalen Energy Corporation Independent Power Producers | $14.7B | 45% | 1.4xFY28 | 7.78 → 36.524.7xFY28 | 8% | 9.3 | 9 | ≤11-07 | 一次性亏损已剔除 |
| HHHEPSHoward Hughes Holdings Inc. Real Estate - Diversified | $4.64B | 19% | — | 2.53 → 9.083.6xFY28 | 8% | 8.6 | 3 | ≤11-07 | 分歧大低毛利无季度历史 |
| CAREPSAvis Budget Group, Inc. Rental & Leasing Services | $4.20B | 31% | 1.0xFY28 | -2.11 → 7.25扭亏FY28 | 8% | 16.4 | 3 | ≤11-07 | 利润率驱动一次性亏损已剔除 |
| EVHEPSEvolent Health, Inc. Medical - Healthcare Information Services | $0.52B | 13% | 1.6xFY28 | 0.14 → 0.483.4xFY28 | 7% | 9.5 | 5 | ≤11-07 | 分歧大低毛利无季度历史 |
| AIOTEPSPowerFleet, Inc. Communication Equipment | $0.36B | 55% | 1.2xFY28 | -0.04 → 0.16扭亏FY28 | 7% | 16.8 | 3 | ≤11-07 | 分歧大利润率驱动无季度历史 |
| QXOEPSQXO, Inc. Industrial - Distribution | $12.0B | 19% | 2.2xFY28 | 0.12 → 0.978.1xFY28 | 7% | 11.9 | 3 | ≤11-07 | 低毛利利润率高位 |
| IPEPSInternational Paper Company PFD $4 Packaging & Containers | $18.3B | 28% | 1.1xFY28 | 0.48 → 2.966.2xFY28 | 7% | 11.7 | 5 | ≤11-07 | 低毛利利润率驱动 |
| SNAPEPSSnap Inc. Internet Content & Information | $8.39B | 57% | 1.2xFY28 | -0.09 → 0.26扭亏FY28 | 7% | 18.9 | 27 | ≤11-07 | 分歧大利润率高位利润率驱动 |
| COHUEPSCohu, Inc. Semiconductors | $1.82B | 42% | 1.7xFY28近 | 0.55 → 3.225.9xFY28 | 7% | 12.0 | 3 | ≤11-07 | 利润率高位 |
| TRLVEPSTrulieve Cannabis Corp. Drug Manufacturers - Specialty & Generic | $1.97B | 55% | 0.9xFY27 | -0.19 → 0.57扭亏FY27 | 7% | 20.1 | 4 | ≤11-07 | 利润率驱动一次性亏损已剔除 |
| ALKTEPSAlkami Technology, Inc. Software - Application | $1.44B | 57% | 1.4xFY28 | 0.20 → 1.085.4xFY27 | 7% | 12.4 | 4 | ≤11-07 | 利润率驱动 |
| MECEPSMayville Engineering Company, Inc. Manufacturing - Metal Fabrication | $0.33B | 8% | 1.2xFY27 | 0.18 → 0.965.3xFY27 | 6% | 13.7 | 3 | ≤11-07 | 低毛利利润率驱动无季度历史一次性亏损已剔除 |
| MOHEPSMolina Healthcare, Inc. Medical - Healthcare Plans | $10.9B | 8% | 1.2xFY28 | 2.00 → 13.786.9xFY28 | 6% | 15.2 | 6 | ≤11-07 | 低毛利利润率驱动 |
| OLNEPSOlin Corporation Chemicals - Specialty | $1.97B | 7% | 1.1xFY28 | 0.33 → 1.213.7xFY28 | 5% | 14.3 | 5 | ≤11-07 | 分歧大低毛利利润率驱动一次性亏损已剔除 |
| MRKEPSMerck & Co., Inc. Drug Manufacturers - General | $362.0B | 75% | 1.1xFY28 | 3.12 → 9.953.2xFY28 | 5% | 14.8 | 8 | ≤11-07 | 利润率驱动 |
| LYFTEPSLyft, Inc. Software - Application | $6.47B | 47% | 1.3xFY28 | 0.34 → 1.113.3xFY28 | 5% | 15.4 | 25 | ≤11-07 | 分歧大 |
| PHREPSPhreesia, Inc. Medical - Healthcare Information Services | $0.78B | 66% | 1.1xFY29 | 0.20 → 0.753.7xFY29 | 4% | 16.9 | 6 | ≤11-07 | 利润率驱动无季度历史 |
| RXOEPSRXO, Inc. Trucking | $4.55B | 14% | 1.3xFY28 | -0.01 → 1.07扭亏FY28 | 4% | 25.8 | 5 | ≤11-07 | 低毛利利润率驱动 |
| HTLDEPSHeartland Express, Inc. Trucking | $0.78B | 9% | 1.1xFY28 | 0.07 → 0.446.2xFY27 | 4% | 23.1 | 3 | ≤11-07 | 低毛利利润率驱动无季度历史一次性亏损已剔除 |
| UEPSUnity Software Inc. Software - Application | $22.7B | 68% | 1.5xFY28 | -0.01 → 1.77扭亏FY28 | 3% | 29.1 | 13 | ≤11-07 | 分歧大利润率高位一次性亏损已剔除 |
| HGTYEPSHagerty, Inc. Insurance - Property & Casualty | $6.17B | 74% | 1.2xFY28 | 0.12 → 0.705.8xFY28 | 3% | 25.7 | 3 | ≤11-07 | 分歧大利润率驱动 |
| LMND接近Lemonade, Inc. Insurance - Property & Casualty | $3.06B | 48% | 2.0xFY28近 | -1.88 → 0.48扭亏FY28 | 6% | 82.0 | 6 | — | |
| SWKS接近Skyworks Solutions, Inc. Semiconductors | $12.4B | 41% | 2.0xFY28近 | 5.05 → 8.471.7xFY29 | 4% | 9.7 | 1 | — | |
| TTMI接近TTM Technologies, Inc. Hardware, Equipment & Parts | $7.01B | 22% | 2.0xFY28 | 3.90 → 10.062.6xFY28近 | 9% | 6.6 | 3 | — | |
| BKSY接近BlackSky Technology Inc. Software - Application | $0.87B | 73% | 2.0xFY28近 | -1.63 → 0.26扭亏FY28 | 9% | 82.0 | 2 | — | |
| GH接近Guardant Health, Inc. Medical - Diagnostics & Research | $20.2B | 65% | 2.0xFY28近 | -3.04 → -0.26FY28 | 2% | — | 11 | — | |
| ONTO接近Onto Innovation Inc. Semiconductors | $8.50B | 50% | 2.0xFY29近 | 5.53 → 13.942.5xFY29近 | 5% | 12.4 | 5 | — | |
| FIGR接近Figure Technology Solutions, Inc. Class A Common Stock Financial - Capital Markets | $4.22B | 87% | 2.0xFY28近 | 0.95 → 1.872.0xFY28 | 4% | 12.2 | 2 | — | 无去年同季 |
| PL接近Planet Labs PBC Aerospace & Defense | $4.27B | 55% | 2.0xFY29近 | -0.11 → 0.14扭亏FY29 | 2% | 89.5 | 2 | — | 一次性亏损已剔除 |
| SNOW接近Snowflake Inc. Software - Application | $97.3B | 67% | 1.9xFY29近 | 1.68 → 4.252.5xFY29 | 1% | 64.9 | 12 | — | |
| ANET接近Arista Networks, Inc. Computer Hardware | $215.4B | 63% | 1.9xFY28近 | 3.91 → 7.371.9xFY28 | 2% | 23.2 | 12 | — | |
| BOW接近Bowhead Specialty Holdings Inc. Insurance - Property & Casualty | $1.12B | 37% | 1.9xFY27近 | 1.97 → 2.821.4xFY28 | 2% | 12.1 | 1 | — | |
| FAF接近First American Financial Corporation Insurance - Specialty | $6.84B | 72% | 1.9xFY27近 | 7.24 → 7.101.0xFY28 | -0% | 9.4 | 1 | — | |
| AFRM接近Affirm Holdings, Inc. Software - Infrastructure | $20.3B | 68% | 1.9xFY29近 | 5.76 → 3.930.7xFY29 | -3% | 17.3 | 15 | — | |
| GKOS接近Glaukos Corporation Medical - Devices | $13.3B | 81% | 1.9xFY28近 | -0.13 → 2.41扭亏FY28 | 1% | 93.2 | 7 | — | |
| LRCX接近Lam Research Corporation Semiconductors | $250.8B | 51% | 1.9xFY29近 | 6.76 → 14.452.1xFY29 | 4% | 13.9 | 10 | — | |
| OFRM接近Once Upon A Farm Pbc Packaged Foods | $0.39B | 43% | 1.8xFY28近 | —FY28 | — | — | 2 | — | |
| SKWD接近Skyward Specialty Insurance Group, Inc. Insurance - Property & Casualty | $2.68B | 34% | 1.8xFY28近 | 5.00 → 6.131.2xFY28 | 2% | 9.8 | 3 | — | |
| OUST接近Ouster, Inc. Hardware, Equipment & Parts | $2.51B | 49% | 1.8xFY28近 | -0.65 → 0.39扭亏FY28 | 3% | 89.7 | 4 | — | |
| LIFE接近Ethos Technologies Inc. Insurance - Life | $2.18B | 97% | 1.8xFY28近 | 0.98 → 1.501.5xFY28 | 2% | 22.3 | 3 | — | 一次性亏损已剔除 |
| AXON接近Axon Enterprise, Inc. Aerospace & Defense | $25.4B | 59% | 1.8xFY28近 | 7.36 → 13.801.9xFY28 | 2% | 22.7 | 3 | — | |
| KLAC接近KLA Corporation Semiconductors | $180.4B | 61% | 1.8xFY29近 | 4.10 → 8.472.1xFY29 | 3% | 16.4 | 6 | — | |
| VRT接近Vertiv Holdings Co Electrical Equipment & Parts | $70.4B | 38% | 1.8xFY28近 | 6.26 → 12.502.0xFY28 | 3% | 14.6 | 12 | — | |
| KRMN接近Karman Holdings Inc. Aerospace & Defense | $6.04B | 42% | 1.8xFY28近 | 0.55 → 1.362.5xFY28 | 2% | 33.5 | 4 | — | 无去年同季 |
| TWST接近Twist Bioscience Corporation Medical - Diagnostics & Research | $7.95B | 52% | 1.8xFY29近 | -2.22 → -0.06FY29 | 2% | — | 3 | — | |
| HIMS接近Hims & Hers Health, Inc. Medical - Equipment & Services | $5.85B | 65% | 1.8xFY28近 | 0.50 → 0.691.4xFY28 | 1% | 37.6 | 7 | — | 一次性亏损已剔除 |
| RDDT接近Reddit, Inc. Internet Content & Information | $18.4B | 92% | 1.8xFY28近 | 4.90 → 8.521.7xFY28 | 4% | 11.2 | 23 | — | |
| HTFL接近Heartflow, Inc. Common Stock Medical - Healthcare Information Services | $4.56B | 80% | 1.8xFY28近 | -0.62 → 0.06扭亏FY28 | 1% | 882.2 | 3 | — | 无去年同季 |
| GNRC接近Generac Holdings Inc. Industrial - Machinery | $10.4B | 40% | 1.7xFY28近 | 8.86 → 17.201.9xFY28 | 5% | 10.3 | 13 | — | |
| EE接近Excelerate Energy, Inc. Renewable Utilities | $4.18B | 37% | 1.7xFY28近 | 1.47 → 2.541.7xFY28 | 3% | 14.5 | 7 | — | |
| NET接近Cloudflare, Inc. Software - Infrastructure | $95.7B | 73% | 1.7xFY28近 | 1.20 → 2.321.9xFY28 | 0% | 115.8 | 6 | — | |
| CBLL接近CeriBell, Inc. Medical - Devices | $1.03B | 89% | 1.7xFY28近 | -1.94 → -1.42FY28 | 2% | — | 5 | — | |
| AEIS接近Advanced Energy Industries, Inc. Electrical Equipment & Parts | $7.98B | 40% | 1.7xFY28近 | 10.42 → 22.312.1xFY28 | 6% | 8.8 | 4 | — | |
| LIF接近Life360, Inc. Software - Application | $3.86B | 78% | 1.7xFY28近 | 2.24 → 2.781.2xFY28 | 1% | 17.0 | 1 | — | |
| HNGE接近Hinge Health, Inc. Medical - Healthcare Information Services | $9.34B | 86% | 1.7xFY28近 | 2.24 → 4.382.0xFY28 | 2% | 26.5 | 5 | — | 无去年同季 |
| HIPO接近Hippo Holdings Inc. Insurance - Specialty | $0.93B | 30% | 1.7xFY28近 | 1.63 → 3.402.1xFY28 | 5% | 10.3 | 2 | — | |
| NAVN接近Navan, Inc. Software - Application | $6.25B | 73% | 1.7xFY29近 | 0.04 → 0.6015.0xFY29 | 2% | 42.5 | 2 | — | 无去年同季 |
| FORM接近FormFactor, Inc. Semiconductors | $6.34B | 49% | 1.7xFY28近 | 2.88 → 6.032.1xFY28 | 4% | 13.4 | 4 | — | |
| ADI接近Analog Devices, Inc. Semiconductors | $176.2B | 66% | 1.7xFY29近 | 11.26 → 21.791.9xFY29 | 3% | 16.7 | 2 | — | |
| AXGN接近AxoGen, Inc. Medical - Devices | $2.99B | 74% | 1.7xFY28近 | 0.47 → 0.972.1xFY28 | 1% | 51.4 | 5 | — | |
| MSFT接近Microsoft Corporation Software - Infrastructure | $3940.4B | 68% | 1.7xFY29近 | 18.04 → 29.591.6xFY29 | 2% | 17.9 | 16 | — | |
| CRWD接近CrowdStrike Holdings, Inc. Software - Infrastructure | $222.1B | 75% | 1.7xFY29近 | 1.10 → 2.091.9xFY29 | 0% | 103.6 | 10 | — | |
| ACMR接近ACM Research, Inc. Semiconductors | $2.88B | 43% | 1.7xFY28近 | 1.84 → 4.312.3xFY28 | 6% | 10.3 | 5 | — | |
| VIA接近Via Transportation, Inc. Software - Application | $2.92B | 40% | 1.7xFY28近 | -0.51 → 0.74扭亏FY28 | 3% | 50.9 | 3 | — | 无去年同季 |
| WGS接近GeneDx Holdings Corp. Medical - Healthcare Information Services | $1.86B | 68% | 1.7xFY28近 | 0.36 → 1.784.9xFY28 | 2% | 35.0 | 2 | — | |
| BLLN接近BillionToOne, Inc. Medical - Diagnostics & Research | $5.38B | 71% | 1.7xFY28近 | 0.92 → 1.731.9xFY28 | 1% | 65.7 | 6 | — | 无去年同季 |
| GOOGL接近Alphabet Inc. Internet Content & Information | $3473.7B | 60% | 1.7xFY28近 | 19.16 → 18.231.0xFY28 | -0% | 15.6 | 38 | — | |
| GOOG接近Alphabet Inc. Internet Content & Information | $3481.9B | 61% | 1.7xFY28近 | 19.16 → 18.241.0xFY28 | -0% | 15.6 | 10 | — | |
| DAVE接近Dave Inc. Software - Application | $3.19B | 83% | 1.6xFY28近 | 16.72 → 27.661.7xFY28 | 4% | 10.1 | 2 | — | |
| BKH接近Black Hills Corporation Diversified Utilities | $6.47B | 38% | 1.6xFY28近 | 4.31 → 5.081.2xFY28 | 1% | 16.7 | 2 | — | |
| FIG接近Figma, Inc. Software - Application | $9.17B | 81% | 1.6xFY28近 | 0.36 → 0.501.4xFY28 | 1% | 37.7 | 2 | — | 无去年同季 |
| BLZE接近Backblaze, Inc. Software - Infrastructure | $0.52B | 63% | 1.6xFY28近 | 0.27 → 0.301.1xFY28 | 0% | 27.2 | 1 | — | |
| NTSK接近Netskope, Inc. Class A Common Stock Software - Services | $8.70B | 70% | 1.6xFY29近 | -0.23 → 0.21扭亏FY29 | 2% | 103.5 | 3 | — | 无去年同季 |
| RBRK接近Rubrik, Inc. Software - Infrastructure | $21.8B | 80% | 1.6xFY29近 | 0.50 → 1.272.5xFY29 | 1% | 83.2 | 4 | — | |
| BHF接近Brighthouse Financial, Inc. Insurance - Life | $2.45B | 36% | 1.6xFY27近 | 16.83 → 18.801.1xFY28 | 5% | 2.3 | 2 | — | |
| BHFAM接近Brighthouse Financial, Inc. Insurance - Life | $2.35B | 36% | 1.6xFY27近 | 17.04 → 18.801.1xFY28 | 19% | 0.5 | 1 | — | |
| BHFAN接近Brighthouse Financial, Inc. Insurance - Life | $2.36B | 36% | 1.6xFY27近 | 17.04 → 18.801.1xFY28 | 17% | 0.6 | 1 | — | |
| BHFAO接近Brighthouse Financial, Inc. Insurance - Life | $2.39B | 36% | 1.6xFY27近 | 17.04 → 18.801.1xFY28 | 14% | 0.7 | 1 | — | |
| APP接近AppLovin Corporation Software - Application | $119.6B | 89% | 1.6xFY28近 | 14.86 → 24.431.6xFY28 | 2% | 16.0 | 15 | — | |
| GLW接近Corning Incorporated Hardware, Equipment & Parts | $91.4B | 36% | 1.6xFY28近 | 3.11 → 6.172.0xFY28 | 3% | 17.2 | 7 | — | |
| PANW接近Palo Alto Networks, Inc. Software - Infrastructure | $256.9B | 70% | 1.6xFY29近 | 3.83 → 5.631.5xFY29 | 1% | 55.7 | 10 | — | |
| ARRY接近Array Technologies, Inc. Solar | $0.90B | 22% | 1.5xFY28 | 0.35 → 0.952.7xFY28近 | 10% | 6.2 | 3 | — | |
| DASH接近DoorDash, Inc. Internet Content & Information | $78.3B | 52% | 1.5xFY28 | 2.42 → 7.233.0xFY28近 | 3% | 24.8 | 25 | — | |
| ALGM接近Allegro MicroSystems, Inc. Semiconductors | $5.25B | 48% | 1.5xFY29 | 0.81 → 2.062.5xFY29近 | 4% | 13.6 | 5 | — | |
| TTWO接近Take-Two Interactive Software, Inc. Electronic Gaming & Multimedia | $40.2B | 56% | 1.4xFY29 | 3.67 → 10.522.9xFY29近 | 3% | 20.4 | 8 | — | |
| CEVA接近CEVA, Inc. Semiconductors | $0.76B | 87% | 1.4xFY28 | 0.41 → 1.102.7xFY28近 | 3% | 24.7 | 4 | — | |
| KELYA接近Kelly Services, Inc. Staffing & Employment Services | $0.48B | 19% | 1.4xFY27 | 0.63 → 1.822.9xFY27近 | 9% | 7.6 | 3 | — | |
| TKO接近TKO Group Holdings, Inc. Entertainment | $14.0B | 50% | 1.4xFY28 | 3.71 → 9.362.5xFY28近 | 3% | 20.4 | 6 | — | |
| COMP接近Compass, Inc. Software - Application | $7.73B | 9% | 1.3xFY28 | 0.14 → 0.402.9xFY28近 | 3% | 25.4 | 6 | — | |
| KNX接近Knight-Swift Transportation Holdings Inc. Trucking | $9.51B | 25% | 1.2xFY28 | 1.86 → 5.222.8xFY28近 | 6% | 11.2 | 3 | — | |
| WY接近Weyerhaeuser Company REIT - Specialty | $15.1B | 14% | 1.1xFY28 | 0.23 → 0.743.2xFY28近 | 2% | 28.4 | 3 | — | |
| CTOS接近Custom Truck One Source, Inc. Rental & Leasing Services | $2.12B | 21% | 1.1xFY28 | 0.13 → 0.413.1xFY28近 | 3% | 23.0 | 4 | — | |
| SBRA接近Sabra Health Care REIT, Inc. REIT - Healthcare Facilities | $5.51B | 61% | 1.1xFY27 | 0.28 → 0.802.9xFY28近 | 2% | 26.2 | 3 | — | |
| CC接近The Chemours Company Chemicals - Specialty | $1.92B | 15% | 1.1xFY28 | 0.73 → 2.223.0xFY28近 | 12% | 5.7 | 1 | — | |
| SLVM接近Sylvamo Corporation Paper, Lumber & Forest Products | $1.57B | 17% | 1.1xFY27 | 1.91 → 5.823.0xFY28近 | 10% | 6.8 | 1 | — | |
| SBGI接近Sinclair, Inc. Entertainment | $0.99B | 45% | 1.1xFY28 | 1.37 → 3.472.5xFY28近 | 15% | 3.9 | 3 | — | |
| UAA接近Under Armour, Inc. Apparel - Manufacturers | $2.23B | 47% | 1.0xFY29 | 0.11 → 0.323.0xFY29近 | 4% | 16.4 | 6 | — | |
| KD接近Kyndryl Holdings, Inc. Information Technology Services | $3.55B | 22% | 0.6xFY29 | 1.00 → 2.442.4xFY29近 | 9% | 6.7 | 1 | — | 收入口径存疑 |