Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Apyx Medical Corp (APYX)
NASDAQHealth CareMedical - SpecialtiesSnapshot 2026-11-04
$3.06+18.15%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - SpecialtiesSnapshot 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 APYX 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 |
|---|---|---|---|---|
Operating income improves from negative $911,000 in Q1 2026 | A primary condition in Apyx Medical Corp's published investment case. The stated target is Operating income improves toward break-even or better. | Under Pressure | Operating income remains below negative $911,000 over next year | Operating income: $-1.806M FY2026-Q2; GAAP. Published target: Operating income improves toward break-even or better. Target period is not explicitly aligned with this observation. Aug 6, 2026-1,806,000 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. |
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 5, 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 high-risk growth and execution story, not an established profitable compounder. The long-term thesis is on watch: recent signals have improved mildly, but financial performance remains weak relative to the industry cohort.
The valuation model describes APYX as cheap versus peers, while also indicating that expectations sit well below its model benchmark; confidence in that assessment is medium. The snapshot labels expectations as justified and reports low valuation fragility, but this does not resolve the business risks created by losses and weak recent performance.
Near term, revenue growth is a positive: first-half revenue rose from $20.8 million in 2025 to $26.4 million in 2026, and management reaffirmed FY2026 guidance of $59.0 million to $60.0 million. Surgical Aesthetics grew 28% in 2026-Q2, while AYON’s power liposuction feature has cleared FDA review and entered a limited launch; adoption remains to be shown. Losses, consecutive earnings misses, and a 36% estimated miss probability leave meaningful near-term execution risk.
The multi-year thesis depends on sustained revenue delivery and broader adoption of AYON’s expanded capabilities. A guidance cut would add pressure, while continued weakness in jobs data could weigh on cyclical healthcare names; stronger results and guidance from sector peers could support the backdrop. Clinical evidence for combined cellulite and skin-laxity treatment is encouraging, but its commercial impact is not established in the snapshot.
Over the next one to three years, APYX has growth initiatives and supportive sector signals, but the case remains unproven because losses and weak recent results make execution central. 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.
Cash flow from operations turns positive | Management aims to improve profits and cash flow. | Broken | Cash flow from operations remains negative over next year | Cash from operations: $-3.49M FY2026-Q2; GAAP. Published target: > 0. Target period is not explicitly aligned with this observation. Aug 6, 2026-3,490,000 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. |
Total revenue reaches at least $59 million in FY2026 | A primary condition in Apyx Medical Corp's published investment case. The stated target is >= $59 million. | Intact | Total revenue falls below $59 million in FY2026 | Revenue: $13.884M FY2026-Q2; GAAP. Published target: >= $59 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202613,884,000 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. |
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.
$-0.25 → $-0.25 · observed estimates
$0.07B → $0.07B · 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 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-07-25 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-07-26 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-07-27 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-07-28 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-07-29 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-07-30 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-07-31 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-01 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-02 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-03 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-04 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-05 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-06 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-07 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-08-08 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-09 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-10 | $-0.25 | $66,115,400 | 5 / 5 |
| 2026-08-11 | $-0.26 | $66,031,800 | 5 / 5 |
| 2026-08-12 | $-0.26 | $66,031,800 | 5 / 5 |
| 2026-08-13 | $-0.26 | $66,031,800 | 5 / 5 |
| 2026-08-14 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-08-15 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-08-16 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-08-17 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-08-18 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-08-19 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-08-20 | $-0.25 | $66,115,399 | 3 / 3 |
| 2026-08-21 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-22 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-23 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-24 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-25 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-26 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-27 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-28 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-29 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-30 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-08-31 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-01 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-02 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-03 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-04 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-05 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-06 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-07 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-08 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-09 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-10 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-11 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-12 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-13 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-14 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-15 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-16 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-17 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-18 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-19 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-20 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-21 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-22 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-23 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-24 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-25 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-26 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-27 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-28 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-29 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-09-30 | $-0.26 | $66,045,800 | 3 / 3 |
| 2026-10-01 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-02 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-03 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-04 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-05 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-06 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-07 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-08 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-09 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-10 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-11 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-12 | $-0.25 | $65,982,732 | 4 / 4 |
| 2026-10-13 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-14 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-15 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-16 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-17 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-18 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-19 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-20 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-21 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-22 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-23 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-24 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-25 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-26 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-27 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-28 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-29 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-30 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-10-31 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-11-01 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-11-02 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-11-03 | $-0.25 | $65,979,217 | 4 / 4 |
| 2026-11-04 | $-0.25 | $65,979,217 | 4 / 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 · 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 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.