New Strong Buy Stocks for October 9th

Impact · against what's priced in

The earnings revisions are largely noise for LITE as they confirm the aggressive growth the market already expects. For HOWL, PERI, and GSBD, the revisions represent positive momentum that could drive price targets higher.

LITE+0.05

Already priced in

The price assumes

The current Q1 revenue guidance of $1.23–$1.27 billion, implying over 130% growth.

A 17.8% increase in earnings estimates over 60 days is consistent with the triple-digit growth and aggressive revenue guidance the price already assumes.