Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
ACLARION INC (ACON)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-04
$1.56-10.34%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for ACON yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Share buyback program execution up to $2.5M | A $2.5 million share buyback shows confidence in value. | Intact | Buyback program is cancelled or unused by end of 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 11, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a speculative, loss-making business with a potential recovery thesis, not a proven durable compounder. The long-term thesis remains on watch: recent financial performance is weak relative to its industry cohort, and management has made limited progress on operating income.
The valuation model describes ACON as expensive versus peers, with a 27.64% premium, while its expectations gap is negative and model confidence is low. The evidence labels expectations as justified and reports no signs of fragile pricing, but the possible upside from optionality, meaning uncertain future opportunities, is difficult to assess.
Near term, results carry meaningful risk: ACON has missed across recent quarters, and the estimated miss probability is 47%. Management has repeatedly stated a goal of improving operating income, but losses worsened from 2025-Q2 to 2026-Q1; announced buyback and M&A activity are notable, but their financial effects are not established in the evidence.
Over the next one to three years, the thesis depends on whether ACON can improve operating income and whether its M&A activity supports the business. Near term, a further weakening jobs trend could increase pressure on cyclical names, while continued earnings strength from BTSG, TEM, and HQY could sustain the Healthcare sector tailwind; misses or lower guidance from those companies could weaken it.
ACON remains a high-risk, loss-making recovery case, and its multi-year thesis hinges on better operating performance alongside a still-supportive sector backdrop. The evidence is mixed, with medium overall confidence and limited proof of progress so far. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company is expanding clinical trials, which supports growth and cost control. |
| Intact |
| No new clinical trial expansions announced in next 4 quarters |
1 new trial expansion (Texas Spine Care Center) vs 0 required News from July 2026 reports Aclarion added Texas Spine Care Center to the CLARITY trial, demonstrating active clinical trial expansion. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income improvement from -$2.99M in 2026-Q1 | It plans to improve operating income from -$2.99 million in 2026-Q1. | Broken | Operating loss worsens beyond -$3.5M in any quarter | Operating income: $-2.9M FY2026-Q2; GAAP. Published target: Operating loss narrows from -$2.99M in 2026-Q1. Target period is not explicitly aligned with this observation. Aug 6, 2026-2,899,722 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of last 4 quarters. Operating income has been negative, worsening from -$1,736,508 in 2025-Q2 to -$2,986,941 in 2026-Q1. The trajectory shows limited progress in improving operating income, indicating a need for strategic cost management. Delivery assessment Jul 21, 2026 |
Revenue growth of about 26% in 2026 | A primary condition in ACLARION INC's published investment case. The stated target is >=26% YoY revenue growth. | Intact | YoY revenue growth falls below 20% in FY26 | Revenue growth: 30.48% FY2026-Q2; GAAP. Published target: >=26% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202630.482944 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-5.37 → $-3.06 · observed estimates
$0.00B → $0.00B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-5.37 | $260,000 | 1 / 1 |
| 2026-07-25 | $-5.37 | $260,000 | 1 / 1 |
| 2026-07-26 | $-5.37 | $260,000 | 1 / 1 |
| 2026-07-27 | $-5.37 | $260,000 | 1 / 1 |
| 2026-07-28 | $-5.37 | $260,000 | 1 / 1 |
| 2026-07-29 | $-5.37 | $260,000 | 1 / 1 |
| 2026-07-30 | $-5.37 | $260,000 | 1 / 1 |
| 2026-07-31 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-01 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-02 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-03 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-04 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-05 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-06 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-07 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-08 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-09 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-10 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-11 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-12 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-13 | $-5.47 | $257,000 | 1 / 1 |
| 2026-08-14 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-15 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-16 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-17 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-18 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-19 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-20 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-21 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-22 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-23 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-24 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-25 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-26 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-27 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-28 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-29 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-30 | $-5.37 | $260,000 | 1 / 1 |
| 2026-08-31 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-01 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-02 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-03 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-04 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-05 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-06 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-07 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-08 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-09 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-10 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-11 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-12 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-13 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-14 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-15 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-16 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-17 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-18 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-19 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-20 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-21 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-22 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-23 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-24 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-25 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-26 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-27 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-28 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-29 | $-5.37 | $260,000 | 1 / 1 |
| 2026-09-30 | $-5.37 | $260,000 | 1 / 1 |
| 2026-10-01 | $-5.37 | $260,000 | 1 / 1 |
| 2026-10-02 | $-5.37 | $260,000 | 1 / 1 |
| 2026-10-03 | $-5.37 | $260,000 | 1 / 1 |
| 2026-10-04 | $-5.37 | $260,000 | 1 / 1 |
| 2026-10-05 | $-5.37 | $260,000 | 1 / 1 |
| 2026-10-06 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-07 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-08 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-09 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-10 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-11 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-12 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-13 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-14 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-15 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-16 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-17 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-18 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-19 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-20 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-21 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-22 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-23 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-24 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-25 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-26 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-27 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-28 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-29 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-30 | $-3.06 | $233,365 | 1 / 1 |
| 2026-10-31 | $-3.06 | $233,365 | 1 / 1 |
| 2026-11-01 | $-3.06 | $233,365 | 1 / 1 |
| 2026-11-02 | $-3.06 | $233,365 | 1 / 1 |
| 2026-11-03 | $-3.06 | $233,365 | 1 / 1 |
| 2026-11-04 | $-3.06 | $233,365 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.