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IBKR, SNDK, and ROKU all sport a favorable Zacks Rank #1 (Strong Buy), reflecting a strong earnings picture.
Each has posted strong results in 2026, with shares seeing strong gains on a YTD basis.
Positive earnings estimate revisions are among the strongest signals investors can receive concerning a company’s near-term earnings outlook. Analysts typically raise their expectations as business trends improve, with the favorable revisions commonly helping drive near-term share performance as well.
For investors seeking stocks with improving earnings pictures, Interactive Brokers (IBKR - Free Report) , SanDisk (SNDK - Free Report) , and Roku (ROKU - Free Report) all fit the bill. Each currently sports a Zacks Rank #1 (Strong Buy), reflecting bullish EPS revisions over the near term.
Interactive Brokers
Interactive Brokers Group is an automated global electronic brokerage firm providing trade execution, clearing, and custody services to individual and institutional investors. EPS revisions have remained bullish across the board, with current Zacks Consensus EPS estimates for FY26 and FY27 suggesting YoY growth rates of 23% and 18%, respectively.
Image Source: Zacks Investment Research
The positivity is easy to understand when looking at its latest results. IBKR posted adjusted earnings of $0.69 per share in Q2, up 35% YoY, with net revenues climbing 28% to $1.90 billion. Commission revenue jumped 30% to $673 million, while net interest income increased 23% to $1.06 billion.
Image Source: Zacks Investment Research
Importantly, the underlying customer trends remain rock-solid. Total DARTs climbed 36% YoY to 4.8 million, while customer accounts increased 34% to roughly 5.2 million.
The company continues to attract new customers while existing clients remain highly active, creating a favorable combination for earnings growth. And with both account growth and trading activity remaining strong, analysts have pushed expectations higher.
SanDisk
SanDisk has seen an even more eye-popping shift in its earnings outlook, with AI-driven demand and a favorable NAND pricing environment fueling huge growth. The current Zacks Consensus EPS estimates for its current and next fiscal year reflect YoY growth rates of 200% and 19%, respectively.
Image Source: Zacks Investment Research
To little surprise, its latest quarterly results helped fuel the revisions. SanDisk posted revenue of $8.97 billion, up 51% sequentially, with adjusted EPS reaching $39.25. Roughly two-thirds of the sequential revenue growth came from higher pricing, while the remaining third reflected increased volumes.
Image Source: Zacks Investment Research
Datacenter has emerged as a major growth pillar, driven by the ongoing AI infrastructure buildout. Quarterly Datacenter revenue reached roughly $3 billion, doubling sequentially, while full-year Datacenter sales surged 437% to $5.15 billion.
Simply put, explosive Datacenter demand, sharply higher pricing, and a massive improvement in profitability have forced analysts to continually raise their earnings expectations.
Roku
Roku’s earnings picture has similarly shifted in a much more bullish direction, with the company benefiting from stronger monetization across its large streaming audience. Like those above, EPS revisions remain bullish, with annual consensus expectations suggesting growth rates of 370% and 40%, respectively.
Image Source: Zacks Investment Research
The upward shift in EPS revisions follows another strong quarterly showing. Roku posted Q2 earnings of $1.18 per share, crushing the $0.61 Zacks Consensus estimate, with revenues of $1.35 billion also coming in ahead of expectations and growing 22% YoY.
Image Source: Zacks Investment Research
Platform results remain the main driving force. Platform revenue climbed 25% YoY to $1.22 billion, fueled by 25% growth in Advertising revenue and 26% growth in Subscriptions. Streaming Hours also increased 7% to 37.9 billion, while total gross profit jumped 35%.
Roku is increasingly monetizing its streaming footprint more efficiently, with higher advertising activity, continued subscription growth, and expanding margins all having a positive impact.
Bottom Line
Positive earnings estimate revisions paint a favorable picture for Interactive Brokers (IBKR - Free Report) , SanDisk (SNDK - Free Report) , and Roku (ROKU - Free Report) , with all three currently carrying a Zacks Rank #1 (Strong Buy).
And importantly, the revisions are being backed by strong underlying business trends. IBKR continues to benefit from rapid account growth and elevated trading activity, SanDisk is seeing explosive AI-related Datacenter demand paired with much stronger NAND pricing, and Roku continues to improve the monetization of its streaming audience through Advertising and Subscriptions.
For investors seeking stocks with favorable earnings momentum, all three are certainly worth a closer look.
View the Zacks #1 Rank List
Image: Bigstock
Bullish EPS Revisions Back IBKR, SNDK, and ROKU
Key Takeaways
Positive earnings estimate revisions are among the strongest signals investors can receive concerning a company’s near-term earnings outlook. Analysts typically raise their expectations as business trends improve, with the favorable revisions commonly helping drive near-term share performance as well.
For investors seeking stocks with improving earnings pictures, Interactive Brokers (IBKR - Free Report) , SanDisk (SNDK - Free Report) , and Roku (ROKU - Free Report) all fit the bill. Each currently sports a Zacks Rank #1 (Strong Buy), reflecting bullish EPS revisions over the near term.
Interactive Brokers
Interactive Brokers Group is an automated global electronic brokerage firm providing trade execution, clearing, and custody services to individual and institutional investors. EPS revisions have remained bullish across the board, with current Zacks Consensus EPS estimates for FY26 and FY27 suggesting YoY growth rates of 23% and 18%, respectively.
Image Source: Zacks Investment Research
The positivity is easy to understand when looking at its latest results. IBKR posted adjusted earnings of $0.69 per share in Q2, up 35% YoY, with net revenues climbing 28% to $1.90 billion. Commission revenue jumped 30% to $673 million, while net interest income increased 23% to $1.06 billion.
Image Source: Zacks Investment Research
Importantly, the underlying customer trends remain rock-solid. Total DARTs climbed 36% YoY to 4.8 million, while customer accounts increased 34% to roughly 5.2 million.
The company continues to attract new customers while existing clients remain highly active, creating a favorable combination for earnings growth. And with both account growth and trading activity remaining strong, analysts have pushed expectations higher.
SanDisk
SanDisk has seen an even more eye-popping shift in its earnings outlook, with AI-driven demand and a favorable NAND pricing environment fueling huge growth. The current Zacks Consensus EPS estimates for its current and next fiscal year reflect YoY growth rates of 200% and 19%, respectively.
Image Source: Zacks Investment Research
To little surprise, its latest quarterly results helped fuel the revisions. SanDisk posted revenue of $8.97 billion, up 51% sequentially, with adjusted EPS reaching $39.25. Roughly two-thirds of the sequential revenue growth came from higher pricing, while the remaining third reflected increased volumes.
Image Source: Zacks Investment Research
Datacenter has emerged as a major growth pillar, driven by the ongoing AI infrastructure buildout. Quarterly Datacenter revenue reached roughly $3 billion, doubling sequentially, while full-year Datacenter sales surged 437% to $5.15 billion.
Simply put, explosive Datacenter demand, sharply higher pricing, and a massive improvement in profitability have forced analysts to continually raise their earnings expectations.
Roku
Roku’s earnings picture has similarly shifted in a much more bullish direction, with the company benefiting from stronger monetization across its large streaming audience. Like those above, EPS revisions remain bullish, with annual consensus expectations suggesting growth rates of 370% and 40%, respectively.
Image Source: Zacks Investment Research
The upward shift in EPS revisions follows another strong quarterly showing. Roku posted Q2 earnings of $1.18 per share, crushing the $0.61 Zacks Consensus estimate, with revenues of $1.35 billion also coming in ahead of expectations and growing 22% YoY.
Image Source: Zacks Investment Research
Platform results remain the main driving force. Platform revenue climbed 25% YoY to $1.22 billion, fueled by 25% growth in Advertising revenue and 26% growth in Subscriptions. Streaming Hours also increased 7% to 37.9 billion, while total gross profit jumped 35%.
Roku is increasingly monetizing its streaming footprint more efficiently, with higher advertising activity, continued subscription growth, and expanding margins all having a positive impact.
Bottom Line
Positive earnings estimate revisions paint a favorable picture for Interactive Brokers (IBKR - Free Report) , SanDisk (SNDK - Free Report) , and Roku (ROKU - Free Report) , with all three currently carrying a Zacks Rank #1 (Strong Buy).
And importantly, the revisions are being backed by strong underlying business trends. IBKR continues to benefit from rapid account growth and elevated trading activity, SanDisk is seeing explosive AI-related Datacenter demand paired with much stronger NAND pricing, and Roku continues to improve the monetization of its streaming audience through Advertising and Subscriptions.
For investors seeking stocks with favorable earnings momentum, all three are certainly worth a closer look.