Dear Reader,

We were somewhere in Delaware, stuck in bumper-to-bumper traffic…

Miles from the next rest stop, my 5-year-old son suddenly howled that he had to go.

I veered off at the next exit, pulled into a shopping mall, and unbuckled his car seat as quickly as I could…

But on our sprint to the restroom, something stopped me in my tracks.

It was a robot.

Not just any robot – it was Elon Musk’s Optimus.

For months, the financial research firm I work for has been tracking Optimus’ development behind closed doors.

Elon has called it “the biggest product of all time.”

But we believe the implications for investors could be even bigger.

In fact, there’s one stock (not Tesla) that should be on every investor’s radar right now.

Months ago, we predicted:

“It won’t be long before Tesla’s new product is everywhere – on sale in showrooms across America and around the world.”

And now that I’ve seen it with my own eyes, I’m convinced the rollout is happening faster and at a bigger scale than anyone’s prepared for.

One of our top stock experts – whose team has briefed the FBI, the Pentagon, and Fortune 500 CIOs – says the tech behind Optimus could trigger one of the most profound wealth transfers of our lifetime. 

To understand exactly what’s happening… and get the name of the stock he recommends you buy for free today… I strongly urge you to watch this urgent presentation now:

Click here to view it.

Sincerely,

Kelly Brown
Managing Director

P.S. I wasn’t expecting to see Optimus in person, but now that I have… I get it. It’s a 5’8″, 125-pound humanoid robot that can carry 45 pounds while walking at 5 miles per hour – perfect for factory work. Musk believes we’ll eventually see 10 billion of them in circulation. Why? Because once this rollout begins, every business that makes something will want one. This could spark a financial story even bigger than anything you’ve seen from Tesla and Elon. Click here now to see what’s coming next.

---

Special Report

3 Stocks With Analyst Revisions That Could Drive Earnings Surprises

Written by Chris Markoch. Date Posted: 1/8/2026. 

Summary

• Analyst earnings revisions can provide an early signal of companies likely to outperform during earnings season.
• Arista Networks, Lennox International, and Deckers Outdoor are generating analyst momentum tied to demand, margins, and brand strength.
• These stocks may offer investors a way to position before earnings surprises move prices.

The fourth-quarter earnings season begins in mid-January. Earnings growth is one of the most reliable signals of future stock-price appreciation, yet many investors are caught off guard after a company posts strong results. That can be frustrating, because the biggest moves in a stock often happen immediately after earnings are released.

To capture those moves you generally need a position before the report — which requires conviction that a stock will deliver strong results. One tool that can help build that conviction is analyst revisions.

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Sometimes companies release financial information ahead of their formal earnings report as a signal to analysts, prompting bullish revisions. When analysts consistently raise forward earnings expectations, it typically reflects improving business conditions, stronger-than-expected demand, or better operating leverage. Over time, stocks with positive revision momentum tend to outperform those with stagnant or declining estimates.

With economic data sending mixed signals and corporate executives remaining cautious, earnings momentum — rather than headline guidance — is becoming a more reliable indicator. Below are three stocks where estimate revisions suggest improving fundamentals beneath the surface.

Arista Networks: Networking Demand Keeps Surprising to the Upside

Arista Networks Inc. (NYSE: ANET) remains a key beneficiary of enterprise networking upgrades and AI-driven data center expansion. The company is well positioned in high-speed switching, where AI workloads require increasingly sophisticated networking infrastructure. As hyperscalers add capacity and enterprises modernize, Arista’s revenue visibility has improved.

What stands out is not only top-line growth but also operating leverage. Margins have stayed resilient despite competitive pressure, prompting analysts to raise earnings estimates across multiple reporting periods.

After Arista reported in November, sentiment was mixed, partly due to questions about the pace of AI adoption. On Jan. 5, however, ANET received a bullish upgrade from Piper Sandler.

The firm raised its rating to Overweight from Neutral and lifted its price target to $159 from $145. That target remains slightly below the consensus price of $164.44, which implies roughly a 22% upside for ANET stock.

In a research note, Piper Sandler said it expects 2026 to be a refresh year for enterprise customers and believes Arista is holding—or even gaining—market share, supporting the company’s premium valuation.

Lennox International: HVAC Visibility Driving Higher Expectations

Lennox International Inc. (NYSE: LII) may look like a contrarian pick. The company is a leader in residential and commercial HVAC systems, a segment that has faced macro uncertainty in recent years.

Still, Lennox has produced solid year-over-year (YOY) earnings growth even as YOY revenue has been softer. Analysts are forecasting about 12% earnings growth over the next 12 months, and that outlook could improve if the company benefits from regulatory tailwinds or sees a pickup in deferred maintenance spending.

Analyst opinions were mixed following the company’s October earnings report, but there have been notable upgrades: Wolfe Research and Northcoast Research each raised their ratings, while Barclays kept its rating and set a $680 price target (down from $730). That target still sits above current consensus levels and implies a mid-teens percentage upside relative to the stock price at the time of writing.

Deckers Outdoor: Brand Power Driving Earnings Surprises

Many retail stocks lagged in 2025, and Deckers Outdoor Corp. (NYSE: DECK) was no exception—DECK was down nearly 50% last year. The sell-off, however, isn’t clearly supported by the company’s earnings reports, which continue to show strong YOY growth.

Deckers has demonstrated how brand strength translates into revenue momentum. Its UGG and HOKA brands have delivered consistent demand, helping the company beat expectations and forcing analysts to raise earnings forecasts. Stifel Nicolaus, for example, upgraded the stock in November.

Investors will get a clearer read when Deckers reports earnings at the end of January. Before then, the stock could also react to a pending U.S. Supreme Court decision on the legality of certain tariffs from the Trump administration; if those tariffs are struck down, Deckers would be among the larger beneficiaries.

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