As investors broaden their focus beyond technology, fintech and consumer stocks are emerging as beneficiaries of the rotation. Block, Estée Lauder, Agilysys and BILL Holdings have all appeared on screens for companies with rising earnings estimates, with some trading at or near technical entry points. Recent results from Block, Estée Lauder and Agilysys also beat Wall Street expectations, offering a gauge of earnings momentum across several sectors.
Block raises its outlook after a quarterly beat
Block, which operates Square and Cash App, reported third-quarter revenue and profit above market expectations and raised its outlook for adjusted earnings and other metrics. The shares climbed 15% on November 4, moving above a technical entry point of $86.92.
Analysts have recently increased their earnings forecasts for Block. They expect 2026 earnings per share to rise 75% year over year to $4.14, followed by 30% growth to $5.39 in 2027. Both projected growth rates exceed 25%.
The stock pulled back on November 10 as the broader market weakened, slipping below the upper end of its cup-base buy zone. Block has an IBD Composite Rating of 97 out of 99 and an EPS Rating of 88. Its Financial Services—Card/Paper and Payment Processing industry ranks 25th among the 142 industries tracked by IBD.
The S&P 500 financials sector has gained about 6% over the past month, reversing a 1.5% decline over the previous three months. Investors are watching Square and Cash App's operating performance, alongside changes to earnings forecasts, for signs of sustained momentum at Block.
Estée Lauder lifts fiscal 2027 earnings guidance
Estée Lauder's fiscal first-quarter results, reported November 2, significantly exceeded market expectations, and the company raised its full-year outlook. Its fiscal 2027 adjusted EPS forecast is now $3.20 to $3.45, up from a previous range of $3.10 to $3.35. The higher guidance indicates that its turnaround measures are beginning to show in results and forecasts.
Analysts expect fiscal 2027 EPS to grow 19% to $4.08. Estée Lauder shares are nearing the top of a cup-with-handle buy zone at $113.79; the technical entry point is $108.38. The stock has an IBD Composite Rating of 96 and an EPS Rating of 91.
The company is part of the S&P 500 consumer discretionary sector, which has gained 7% over the past month and 0.5% over the past three months. Its improved guidance comes as the sector has strengthened recently, giving investors another measure of how consumer stocks are performing outside technology.
Agilysys estimates get a lift from subscription growth
Agilysys, a software provider to the hospitality and food-service industries, is also attracting attention for improving earnings forecasts. Analysts expect earnings to grow 88% in 2026 and a further 28% in 2027, to $3.29 per share. The stock has an accumulation/distribution rating of A+, a measure of institutional trading activity that does not indicate future share-price performance.
Agilysys is trading above a $121.59 entry point in a cup-base pattern. On October 26, the company reported adjusted second-quarter EPS of $0.67, beating expectations by $0.11. Subscription revenue rose about 33%, providing a concrete measure of recurring revenue growth in its software business.
BILL Holdings appears on earnings screen
BILL Holdings is included alongside Block, Estée Lauder and Agilysys in a screen of stocks with rising earnings estimates. It is identified as trading near a buy zone, but no results details or specific changes to its earnings forecasts are provided here.
The four companies share a market backdrop in which investors are looking beyond technology for businesses with improving earnings expectations.