Hey, Ross here:
Markets have calmed down a lot lately.
But as today’s chart shows…
We may see a lot of surprises on the horizon.
Chart of the Day
This chart shows how analysts have revised their company earnings estimates throughout the year.
The grey line shows the average earnings estimates revisions from 2011 to 2025…
While the green line shows the revisions this year.
As you can see, the general trend is, no matter what, for analysts to revise their earnings estimates downward.
Maybe they started out a bit too optimistic…
But they see more challenges for the companies cropping up as time goes by – and revise their estimates downward accordingly.
That’s not what’s happening this year.
As the green line on the chart shows…
Analysts have been sharply revising their earnings estimates upward in 2026…
Despite the Iran war…
Despite the dislocation in oil markets…
Despite how squeezed the average American is feeling.
Now, I’m not saying these analysts are wrong or right.
In fact, I don’t care whether they are.
Because it’s creating a great setup for many opportunities down the line.
I explain below.
Insight of the Day
When expectations are so skewed in one direction, we will see outsized market reactions to “surprises”.
That’s because the market is already priced for those expectations.
If analysts keep raising earnings estimates, stocks start reflecting that optimism ahead of time.
So the bar gets higher.
That means companies don’t just need to do well…
They need to do better than the market already expects.
And if that doesn’t happen, the drop can be sharp.
On the flip side, if a company really does have something stronger coming…
The upside move can be huge, because elevated expectations tend to create bigger reactions in both directions.
That’s the opportunity here.
But here’s the key to exploiting it…
Analysts set the expectations – but insiders know the score.
They know far more than any Wall Street analyst about what’s actually happening inside the business.
And that’s exactly why following insider buying can be so powerful in a market like this.
I’ll share more about exactly how to do this tomorrow.
In the meantime, have you heard of these 4 stocks “hiding” underneath every AI data center?
Customer Story of the Day
“I’m not someone that usually leaves reviews, however, if I could give more stars I absolutely would!
I am currently enrolled in two of their courses. I knew NOTHING about the stock market when I joined back in March after seeing Ross on The Cartier Family YouTube Channel.
Ross and Jean have rather quickly taught me how to navigate the market. They are so patient with ‘newbies’ like me and have eagerly answered my questions with demonstrations.
I would highly recommend this down to earth and knowledgeable team to anyone that is on the fence about joining. Just take the leap and watch your wallet grow!”
Embrace the surge,
Ross Givens
Editor, Stock Surge Daily
