Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
AirJoule Technologies Corp. (AIRJ)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
$2.10-12.13%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 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 AIRJ yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain $25M cash spend guidance for 2026 | A supporting condition in AirJoule Technologies Corp.'s published investment case. The stated target is Cash spend approximately $25 million in 2026. | Broken | Cash spend exceeds $30 million in 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 12, 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 investment represents a speculative growth thesis. The company is attempting to commercialize its AirJoule systems while managing cash effectively, but recent performance has been weak and confidence is low.
The market appears to have low expectations for AIRJ, given its recent financial struggles and high risk profile. Investors may be pricing in a cautious outlook, reflecting the company's losses and the challenges it faces in the Industrials sector.
Fundamentals are likely to remain under pressure in the near term, with a significant probability of missing earnings expectations. Recent changes indicate a drop in company momentum, which adds to the uncertainty surrounding its performance.
The thesis hinges on AIRJ's ability to successfully commercialize its products and manage cash flow while navigating sector dynamics. Key scenarios include the performance of sector bellwethers and the company's guidance adjustments, which could impact investor confidence.
In the next 1-3 years, AIRJ's outlook is clouded by weak performance and high risk, making it a situation to monitor closely. 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.
| It secured $15 million funding to support operations through 2028. |
| Intact |
| Failure to secure funding to sustain operations beyond 2027 |
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. Management contextStated in 1 of 2 supplied quarters. Management reported: “Together with the Company’s existing cash on hand, the net proceeds from this offering are expected to fully fund the Company into 2028.” “AIRJ has sufficient liquidity to fund operations, the joint venture, and planned commercial deployments into 2028.” Delivery assessment Nov 4, 2026 |
Transition from development to deployment in 2026 | AirJoule is moving from development to deployment in 2026. | Improving | Failure to achieve deployment milestones 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. |
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.
$-0.29 → $-0.28 · observed estimates
$0.00B → $0.01B · 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 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-07-25 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-07-26 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-07-27 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-07-28 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-07-29 | $-0.30 | $750,000 | 3 / 4 |
| 2026-07-30 | $-0.30 | $750,000 | 3 / 4 |
| 2026-07-31 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-01 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-02 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-03 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-04 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-05 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-06 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-07 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-08-08 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-09 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-10 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-11 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-12 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-13 | $-0.30 | $750,000 | 3 / 4 |
| 2026-08-14 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-08-15 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-08-16 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-08-17 | $-0.29 | $2,773,667 | 3 / 3 |
| 2026-08-18 | $-0.29 | $2,773,667 | 3 / 2 |
| 2026-08-19 | $-0.29 | $2,773,667 | 3 / 2 |
| 2026-08-20 | $-0.29 | $2,773,667 | 3 / 2 |
| 2026-08-21 | $-0.29 | $2,766,667 | 3 / 2 |
| 2026-08-22 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-08-23 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-08-24 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-08-25 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-08-26 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-08-27 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-08-28 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-08-29 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-08-30 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-08-31 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-09-01 | $-0.29 | $2,766,667 | 3 / 3 |
| 2026-09-02 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-03 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-04 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-05 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-06 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-07 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-08 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-09 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-10 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-11 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-12 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-13 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-14 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-15 | $-0.29 | $2,600,000 | 3 / 3 |
| 2026-09-16 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-17 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-18 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-19 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-20 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-21 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-22 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-23 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-24 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-25 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-26 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-27 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-28 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-29 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-09-30 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-10-01 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-10-02 | $-0.28 | $1,700,000 | 3 / 3 |
| 2026-10-03 | $-0.28 | $1,862,500 | 3 / 3 |
| 2026-10-04 | $-0.28 | $1,862,500 | 3 / 3 |
| 2026-10-05 | $-0.28 | $1,862,500 | 3 / 4 |
| 2026-10-06 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-07 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-08 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-09 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-10 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-11 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-12 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-13 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-14 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-15 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-16 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-17 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-18 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-19 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-20 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-21 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-22 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-23 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-24 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-25 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-26 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-27 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-28 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-29 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-30 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-10-31 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-11-01 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-11-02 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-11-03 | $-0.28 | $5,025,000 | 3 / 4 |
| 2026-11-04 | $-0.28 | $5,025,000 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 1 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 3 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.