Jefferies’ top stock picks: From Big Tech to semis, these are consistent winners

Investing.com -- Wall Street research firm Jefferies has put together a shortlist of U.S. companies that not only deliver earnings beats but also enjoy upbeat analyst sentiment and positive revisions following results. The research filters for companies with market caps over $10 billion, four straight quarters of EPS beats, and positive commentary. These firms are also seeing upward estimate revisions shortly after results—an important sign that earnings momentum may have legs. Here are the key