When a company tops Wall Street's profit targets by a considerable margin, it's a good time to take notice. If analysts were way off in a particular quarter, there's a pretty fair chance they'll also underestimate future projections. Trust me, Google (NASDAQ:GOOG) wouldn't be trading just shy of $300 if it hadn't blown bottom-line estimates away in its first three publicly traded quarters.

So in an effort to uncover some more potential opportunities, let's look at a few companies that produced financials that walloped the market's expectations this past week.

Let's start with NetEase (NASDAQ:NTES). The Chinese portal and online-gaming specialist delivered earnings of $0.83 a share for its June quarter. That was well ahead of analyst targets calling for earnings to come in at a mere $0.66 a stub. Online gaming, which now makes up 82% of the company's revenue, has been the real driver here with hundreds of thousands of China's residents paying to play the company's popular games at any given time. The recent IPO of Baidu (NASDAQ:BIDU) may draw renewed interest in the region, but NetEase is clearly earning its own way higher.

Another market-trouncing company was UNOVA (NYSE:UNA). The supply-chain solutions specialist earned $0.19 a share in its first quarter, seven pennies per share ahead of the analyst consensus. The reason that some of us have been excited about UNOVA since last year is its prominent role in the RFID (or radio frequency identification) market. As more businesses are adapting to the RFID standard to improve inventory control, UNOVA's Intermec subsidiary stands to continue its winning ways.

BMC Software (NYSE:BMC) also came through for investors. The stock hit a new 52-week high on Wednesday after producing profits of $0.20 per share for its latest quarter, well above the $0.13 mark that analysts had been targeting. It's a sign that may bode well for the enterprise software sector, but definitely looks good for BMC itself.

So keep an eye on these companies as one pleasant surprise is often the catalyst for another positive quarter. That kind of inspired growth is always appreciated by readers of our Rule Breakers newsletter service. In fact, NetEase was recommended in the newsletter back in January and has risen by just over 46% since then. Half of the stocks singled out since the stock service's launch late last year have risen by more than 20%. Intrigued? Check out a free trial subscription.

Longtime Fool contributor Rick Munarriz is a fan of toppers, but he does not own shares in any of the companies mentioned in this story. He is part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early. The Fool has a disclosure policy .