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EPS and Sales Momentum

Overview​

The EPS and Sales Momentum profile highlights companies showing accelerating growth across both reported and forecasted earnings and revenue. These setups combine strong historical performance with improving forward expectations — often a key signal ahead of breakout price action.

The profile includes only liquid tickers with acceptable volatility and applies multiple layers of filters to ensure structural and fundamental momentum are both in alignment. Use this profile to surface names exhibiting strong trends and building conviction from institutional analysts.

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This profile updates in real time and automatically filters for stocks that meet strict acceleration and growth criteria across earnings and sales metrics.

Strategy Focus​

  • Identify companies with strong current and future growth in both earnings and revenue
  • Surface setups where EPS and sales are accelerating across past and upcoming quarters
  • Combine price structure with fundamental momentum for breakout filtering
  • Isolate high-conviction trends based on both analyst expectations and historical results
  • Use with Alpha Charts to analyze multi-quarter acceleration and inflection behavior
  • Focus on structurally clean setups with momentum-based entry potential

Filters Applied​

This profile applies filters to ensure structural quality, consistent growth, and multi-quarter acceleration in both EPS and revenue:

  • Liquidity Rating > 70, ATRP 14D ≥ 0.5, Volatility (Month) ≥ 1
    Ensures each stock is sufficiently liquid and volatile to support trade execution and follow-through.
  • EPS Acc/Dec - Latest Quarter = Acceleration, Sales Acc/Dec - Latest Quarter = Acceleration
    Requires historical earnings and revenue acceleration in the most recently reported quarter.
  • EPS Acc/Dec - Next Quarter Fwd. = Acceleration, Sales Acc/Dec - Next Quarter Fwd. = Acceleration
    Confirms forward acceleration expectations — key for sustaining upside momentum.
  • EPS Growth and Sales Growth ≥ 5%
    Minimum growth threshold for both historical and projected performance, ensuring meaningful expansion.

These filters highlight high-quality momentum names across both fundamental and technical dimensions.

Metrics Used​

AI Strategy and Setup Quality​

  • AI - Alpha Strategy: Displays real-time long or short directional bias based on price structure and behavior
  • AI - Risk/Reward: Calculates setup efficiency by comparing reward potential to structural downside
  • AI - Path to Target: Tracks the number of resistance or support zones remaining toward the target

Volume, Liquidity, and Activity​

  • Volume All Hours: Measures combined session volume to confirm tradability
  • Relative Volume: Detects abnormal activity compared to average levels
  • Dollar Volume Rank: Prioritizes names with high capital flow

Price Action and Structural Signals​

  • Change Pre Market (%), Change From Close (%): Surface early price movement and intraday trend development
  • RSI Divergence 14 Days: Highlights weakening momentum or trend reversals using RSI vs price
  • Tight Range: Flags low-volatility zones that may break after fundamental or technical catalysts
  • Universal Pattern Detection: Confirms clean directional bias through technical pattern alignment

Sector and Theme Context​

  • Industry Rating 1 Day, Theme Rating 1 Day: Surface current group strength to align setups with institutional flows
  • Industry Rating 1 Year, Theme Rating 1 Year: Provide long-term leadership context
  • Relative Strength 1 Day, Relative Strength 1 Year: Help validate trend strength and duration

Fundamentals and Timing​

  • MarketAlpha Rating: Consolidated score reflecting overall technical and fundamental strength
  • EPS Rating, Sales Rating, Profit Rating: Evaluate financial quality beyond growth rates
  • Accumulation/Distribution Score: Tracks institutional ownership trends
  • 52 Week High (%): Indicates proximity to yearly breakout levels
  • Next Earnings In Days: Displays timing of upcoming earnings — helpful for risk management

Default Sorting Logic​

Results are sorted by Dollar Volume Rank (ascending) to bring the most liquid and institutionally relevant growth setups to the top.

Practical Use Cases​

  • Spot multi-quarter fundamental momentum trends across both earnings and revenue
  • Filter for names with confirmed and forecasted acceleration before breakout
  • Use Alpha Charts to visually confirm acceleration behavior across quarters
  • Prioritize setups with tight range and strong group strength for technical follow-through
  • Build growth-oriented watchlists or custom strategy overlays using acceleration logic
  • Combine with structural metrics to align breakout potential with core financial strength