Expectations trend
FY2028 · fiscal year ending 2028-05-31 · fmp
AngioDynamics, Inc. (ANGO)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
$11.81-3.59%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
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 ANGO 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 |
|---|---|---|---|---|
Achieve positive free cash flow for FY 2026 | The company targets positive free cash flow in FY26. | Intact | free cash flow remains negative through FY26 | Free cash flow: $-15.709M FY2027-Q1; GAAP. Published target: free cash flow > 0. Annual target cannot be compared with a quarterly or TTM observation. Oct 8, 2026-15,709,000 USD · calculatedLast status assessment Nov 5, 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
FY2028 · fiscal year ending 2028-05-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
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 smaller-cap medical technology growth story, not yet a proven durable compounder, because earnings quality remains fragile and the business is loss-making. The multi-year view is in a watch state: momentum has improved, but recent performance remains below its industry cohort and the thesis has not clearly broken.
ANGO is described as cheap versus peers, while the priced-in assessment says current fragility is justified rather than reflecting a broader combination of expensive valuation and weak, turbulent execution. The expectations gap is negative, but valuation model confidence is low, so the market’s precise assumptions are unclear.
Near term, management has reiterated FY 2027 net sales guidance of $336M to $341M, and Med Tech growth has been strong, including 13.2% growth in the latest cited quarter. Gross margin has varied, and the expected FY 2027 range is 54% to 55%; the recent earnings beat and CEO transition are relevant, but the evidence does not establish how the transition will affect execution.
The multi-year thesis depends on sustained Med Tech growth, delivery of FY 2027 sales guidance, and keeping gross margin near management’s stated range. A guidance cut or continued weakening in jobs data would add risk, while continued strength from healthcare bellwethers could support the sector backdrop; both scenarios are uncertain.
Over the next 1 to 3 years, ANGO has improving growth evidence but still carries fragile earnings quality, elevated risk, and execution uncertainty. The thesis remains on watch, with progress depending on sustained growth and delivery against guidance. 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.
| A primary condition in AngioDynamics, Inc.'s published investment case. The stated target is 53.5% - 55.5% gross margin. |
| Intact |
| gross margin falls below 53.5% in FY26 |
Gross margin: 59.37% FY2027-Q1; GAAP. Published target: 53.5% - 55.5% gross margin. Annual target cannot be compared with a quarterly or TTM observation. Oct 8, 202659.370945 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “Fiscal Year 2027 Financial Guidance Based on its first quarter performance and current outlook for the remainder of the fiscal year, the Company is reiterating its previously issued fiscal year 2027 guidance, as outlined below.” “Together, these trials reflect the Company's commitment to generating high-quality clinical evidence to drive adoption and expand addressable markets across its vascular portfolio.” Delivery assessment Nov 5, 2026 |
Increase net sales to $313.5M - $315.5M for FY 2026 | A primary condition in AngioDynamics, Inc.'s published investment case. The stated target is ~$314M total revenue. | Intact | annual revenue falls below $300M in FY26 | Revenue: $80.915M FY2027-Q1; GAAP. Published target: ~$314M total revenue. Annual target cannot be compared with a quarterly or TTM observation. Oct 8, 202680,915,000 USD · source valueLast status assessment Nov 5, 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.
$-0.04 → $-0.10 · observed estimates
$0.36B → $0.36B · 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 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-07-25 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-07-26 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-07-27 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-07-28 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-07-29 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-07-30 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-07-31 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-01 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-02 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-03 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-04 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-05 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-06 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-07 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-08 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-09 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-10 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-11 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-12 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-13 | $-0.04 | $355,166,670 | 2 / 3 |
| 2026-08-14 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-15 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-16 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-17 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-18 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-19 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-20 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-21 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-22 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-23 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-24 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-25 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-26 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-27 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-28 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-29 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-30 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-08-31 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-01 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-02 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-03 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-04 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-05 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-06 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-07 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-08 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-09 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-10 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-11 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-12 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-13 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-14 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-15 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-16 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-17 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-18 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-19 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-20 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-21 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-22 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-23 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-24 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-25 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-26 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-27 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-28 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-29 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-09-30 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-10-01 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-10-02 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-10-03 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-10-04 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-10-05 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-10-06 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-10-07 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-10-08 | $-0.04 | $355,166,667 | 2 / 2 |
| 2026-10-09 | $-0.10 | $355,200,000 | 1 / 2 |
| 2026-10-10 | $-0.10 | $355,200,000 | 2 / 2 |
| 2026-10-11 | $-0.10 | $355,200,000 | 2 / 2 |
| 2026-10-12 | $-0.10 | $355,200,000 | 2 / 2 |
| 2026-10-13 | $-0.10 | $355,200,000 | 2 / 2 |
| 2026-10-14 | $-0.10 | $355,200,000 | 2 / 2 |
| 2026-10-15 | $-0.11 | $354,900,000 | 2 / 3 |
| 2026-10-16 | $-0.11 | $354,900,000 | 2 / 3 |
| 2026-10-17 | $-0.11 | $354,900,000 | 2 / 3 |
| 2026-10-18 | $-0.11 | $354,900,000 | 3 / 3 |
| 2026-10-19 | $-0.11 | $354,900,000 | 3 / 3 |
| 2026-10-20 | $-0.11 | $354,900,000 | 3 / 3 |
| 2026-10-21 | $-0.11 | $354,900,000 | 3 / 3 |
| 2026-10-22 | $-0.11 | $354,900,000 | 3 / 3 |
| 2026-10-23 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-10-24 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-10-25 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-10-26 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-10-27 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-10-28 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-10-29 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-10-30 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-10-31 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-11-01 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-11-02 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-11-03 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-11-04 | $-0.10 | $355,366,667 | 3 / 3 |
| 2026-11-05 | $-0.10 | $355,366,667 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 2 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.