Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQInformation TechnologyCommunication EquipmentSnapshot 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 ASNS 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 |
|---|---|---|---|---|
Expand share repurchase program to at least $1.5 million | The company expanded its repurchase program to $1.5 million. | Intact | repurchase program does not reach or is reduced below $1.5 million next year | 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.
Next earnings date unavailable
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 growth case, not a durable compounder today: the company is still loss-making, and recent financial performance is weak. The long-term thesis is on watch, with a cautious signal and medium confidence.
The valuation model indicates ASNS is cheap versus peers, but confidence in that comparison is low. The negative expectations gap suggests the market already reflects weak expectations, while the overall pricing tag is justified and fragility is low.
Near term, revenue growth and a stronger second-quarter gross margin show progress, but results vary by quarter and the company continues to report operating losses. Management says further cost actions could provide about $1 million in annualized savings, but those savings are not yet realized; erratic earnings and a 43% estimated miss probability make the next report a key watch point.
Over the next few quarters, the thesis depends on sustained revenue growth, more consistent margins, and whether cost savings reduce operating losses. Lower interest rates and steadier results from large technology companies could support the sector backdrop, while GDP growth slowing below 2% could weigh on growth-sensitive technology businesses.
For the next 1 to 3 years, ASNS has early evidence of market expansion and operating improvement, but its loss-making profile, volatile execution, and weak recent performance leave the thesis cautious. The central question is whether those improvements become consistent and translate into lower losses. 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.
| Actelis Networks is working to improve by buying back shares and acquiring Exaware Routing Ltd. |
| Under Pressure |
| acquisition deal falls through or is not completed within next year |
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. |
Maintain listing on a major exchange and avoid delisting | A primary condition in ACTELIS NETWORKS INC's published investment case. The stated target is remain listed on Nasdaq or equivalent major exchange. | Under Pressure | delisting from Nasdaq or transfer to OTC persists beyond next year | 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.
$0.04 → $-0.19 · observed estimates
$0.02B → $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 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-07-25 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-07-26 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-07-27 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-07-28 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-07-29 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-07-30 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-07-31 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-01 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-02 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-03 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-04 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-05 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-06 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-07 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-08 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-09 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-10 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-11 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-12 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-13 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-14 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-15 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-16 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-17 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-18 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-19 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-20 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-21 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-22 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-23 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-24 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-25 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-26 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-27 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-28 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-29 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-30 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-08-31 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-01 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-02 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-03 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-04 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-05 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-06 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-07 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-08 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-09 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-10 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-11 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-12 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-13 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-14 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-15 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-16 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-17 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-18 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-19 | $0.04 | $21,000,000 | 1 / 1 |
| 2026-09-20 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-21 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-22 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-23 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-24 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-25 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-26 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-27 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-28 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-29 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-09-30 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-01 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-02 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-03 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-04 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-05 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-06 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-07 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-08 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-09 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-10 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-11 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-12 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-13 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-14 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-15 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-16 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-17 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-18 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-19 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-20 | $-0.11 | $12,000,000 | 1 / 1 |
| 2026-10-21 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-22 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-23 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-24 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-25 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-26 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-27 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-28 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-29 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-30 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-10-31 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-11-01 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-11-02 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-11-03 | $-0.19 | $8,300,000 | 1 / 1 |
| 2026-11-04 | $-0.19 | $8,300,000 | 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.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
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.