Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQCommunication ServicesBroadcastingSnapshot 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 BBGI 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 |
|---|---|---|---|---|
Manage financial obligations including $98.5M PIK Notes | The company issued $98.5 million in PIK Notes to manage financial obligations. | Under Pressure | Default or inability to service PIK Notes by end 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 9, 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.
BBGI is a high-risk, execution-dependent communications business with a possible recovery angle, rather than a proven durable compounder. Its long-term thesis is mixed and on watch: management has made progress on stated priorities, but earnings quality is fragile and results have lagged the industry cohort.
The evidence describes BBGI as cheap versus peers, with the market’s expectations gap notably negative, meaning expectations appear subdued. However, valuation-model confidence is low, and the evidence says the current fragility is justified rather than signaling a broad mismatch between low expectations and weak execution.
Near term, an earnings miss is a meaningful risk, given erratic recent surprises and the elevated miss assessment; a guidance cut would add pressure to the business outlook. Over the multi-year view, debt has fallen, digital revenue grew, and operating expenses declined, though management’s progress on these priorities is rated mixed and overall recent performance is neutral.
The downside case hinges on a guidance cut or continued weak execution, alongside risks reflected in recent listing-rule and equity-sale events. The more favorable case depends on continued debt reduction, digital growth, and cost savings, with possible support from Fed rate cuts or stronger results across sector bellwethers.
For the next one to three years, BBGI’s thesis is a cautious, high-risk execution story: the valuation is cheap versus peers, but the business must sustain its operating progress and avoid further earnings deterioration. 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.
| Beasley Broadcast Group aims to stabilize by addressing Nasdaq listing rules. |
| Under Pressure |
| Failure to meet Nasdaq equity requirements by end 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. |
Stabilize revenue near $153 million in 2025 | A primary condition in BEASLEY BROADCAST GROUP INC's published investment case. The stated target is Revenue >= $152.9 million in FY25. | Intact | Revenue falls below $152.9 million in FY25 | Revenue: $44.126M FY2026-Q2; GAAP. Published target: Revenue >= $152.9 million in FY25. Target period ends 2025-12-31; this observation covers 2026-Q2. Aug 14, 202644,125,702 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.
$-1.02 → $-0.75 · observed estimates
$0.18B → $0.18B · 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 |
|---|---|---|---|
| 2026-08-02 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-03 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-04 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-05 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-06 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-07 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-08 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-09 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-10 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-11 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-12 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-13 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-14 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-15 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-16 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-17 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-18 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-19 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-20 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-21 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-22 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-23 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-24 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-25 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-26 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-27 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-28 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-29 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-30 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-08-31 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-01 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-02 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-03 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-04 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-05 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-06 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-07 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-08 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-09 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-10 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-11 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-12 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-13 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-14 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-15 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-16 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-17 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-18 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-19 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-20 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-21 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-22 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-23 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-24 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-25 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-26 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-27 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-28 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-29 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-09-30 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-10-01 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-10-02 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-10-03 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-10-04 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-10-05 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-10-06 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-10-07 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-10-08 | $-1.02 | $179,700,000 | 1 / 1 |
| 2026-10-09 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-10 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-11 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-12 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-13 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-14 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-15 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-16 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-17 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-18 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-19 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-20 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-21 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-22 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-23 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-24 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-25 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-26 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-27 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-28 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-29 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-30 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-10-31 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-11-01 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-11-02 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-11-03 | $-0.75 | $179,700,000 | 1 / 1 |
| 2026-11-04 | $-0.75 | $179,700,000 | 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.
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.