As more companies deal with rising costs, slowing demand, and ongoing recession fears, the CNBC Pro display has brought some bright spots to the surface, revealing some of the real names that are hitting the mark. earnings momentum. Investors have faced a steep market sell-off over the past two months as inflation worsened as the Russia-Ukraine conflict increasingly weighs on businesses. This week, traders will further analyze retail earnings to see how companies are coping with rising costs amid lower consumer demand. However, investors can still pick out some winners. To find these names, CNBC Pro used FactSet data to sift through the companies for which analysts raised their estimates rather than undercut them. Specifically, we screened for stocks with higher current 2022 EPS estimates than three months ago. The stocks are also expected to post earnings-per-share growth of at least 10% this year. They also have buy parity ratings from the majority of analysts including them and are beating the broader market this year. Here are the stocks with the biggest earnings drivers: Our screen returns a string of energy names that have had a huge spike this year due to rising oil prices. Analysts including EOG Resources, Marathon Oil, ConocoPhillips, Devon Energy, Pioneer Natural Resources and Diamondback Energy all raised their earnings estimates for the current calendar year. Albemarle, one of the world’s largest suppliers of lithium, increased its earnings outlook twice this month as rising inflation boosted prices for battery makers that use the metal. To date, the stock is up nearly 4%. SBA Communications, a major cell phone tower operator and REIT, also made the list. In a note last month, KeyBanc analysts said the SBA is a purchase with “significant upside potential” as rentals increase rapidly. Analysts expect SBA earnings to grow 91% in 2022. The stock is down 14% this year. Semiconductor company Analog Devices also made the list. Earlier this month, the company reported record revenue for the fifth consecutive quarter, citing “unprecedented demand” for its products. A note from Argus Research this month said strong demand and management are driving Analog Equipment during a period of ongoing supply chain disruptions. Share prices are down 8% in 2022. Other stocks that appear on our screens include Booking Holdings, Marathon Petroleum, Valero Energy, Quanta Services, Arthur J. Gallagher & Co., Phillips 66, Mono–Power Systems , Enphase Energy, WR Berkley, Halliburton Company, PTC and Assurant.