Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Mobile Infrastructure Corp. (BEEP)
NASDAQIndustrialsIndustrial - Infrastructure OperationsSnapshot 2026-11-04
$2.36-2.88%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsIndustrial - Infrastructure OperationsSnapshot 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 BEEP 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 |
|---|---|---|---|---|
Adjusted EBITDA of $15M to $16.5M in 2026 | It targets $15M to $16.5M adjusted EBITDA in 2026. | Recovered | Adjusted EBITDA falls below $15 million in FY26 | 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 10, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved 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, loss-making business with a weak recent performance record, not a proven durable compounder. Its multi-year view is in a watch state, and the recent signal shifted from mixed to cautious.
BEEP trades at a substantial premium to peers, while the evidence describes that premium as unjustified and the expectations gap as large. The premium is tied to an expectation of durable strength, but recent results remain well below the industry cohort.
Near-term execution is mixed: contract parking volumes and same-location revenue and operating income improved in the second quarter, and first-half revenue was on track with management’s full-year guidance. The asset rotation program has made progress but remains short of its stated target, while recent performance and a history of misses leave guidance risk in view.
The multi-year thesis depends on continued growth in utilization and contract parking volumes, delivery of the asset rotation program, and maintaining 2026 revenue guidance. A guidance cut would be a meaningful negative, while results and guidance from industrial bellwethers could either support or weaken the sector backdrop.
Over the next one to three years, operating progress offers some support, but the loss-making profile, weak relative performance, and high valuation leave the thesis fragile. 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.
| Monthly preferred dividends show some capital return. |
| Intact |
| Preferred dividends are cut or suspended |
Dividends sustained at $4.79/share Three consecutive monthly preferred dividend declarations at $4.791/share confirm continued payment without suspension. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue of $35M to $38M in 2026 | A primary condition in Mobile Infrastructure Corp.'s published investment case. The stated target is >= $35 million. | Intact | Revenue falls below $35 million in FY26 | Revenue: $8.893M FY2026-Q2; GAAP. Published target: >= $35 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 20268,893,000 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.
$-0.20 → $-0.17 · observed estimates
$0.04B → $0.04B · 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 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-07-25 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-07-26 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-07-27 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-07-28 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-07-29 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-07-30 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-07-31 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-01 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-02 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-08-03 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-04 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-05 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-06 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-07 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-08-08 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-09 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-10 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-11 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-12 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-13 | $-0.34 | $39,812,500 | 1 / 2 |
| 2026-08-14 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-08-15 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-08-16 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-08-17 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-08-18 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-08-19 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-08-20 | $-0.20 | $38,645,000 | 1 / 1 |
| 2026-08-21 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-22 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-23 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-24 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-25 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-26 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-27 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-28 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-29 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-30 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-08-31 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-01 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-02 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-03 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-04 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-05 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-06 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-07 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-08 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-09 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-10 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-11 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-12 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-13 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-14 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-15 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-16 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-17 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-18 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-19 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-20 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-21 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-22 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-23 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-24 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-25 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-26 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-27 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-28 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-29 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-09-30 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-01 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-02 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-03 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-04 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-05 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-06 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-07 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-08 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-09 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-10 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-11 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-12 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-13 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-14 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-15 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-16 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-17 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-18 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-19 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-20 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-21 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-22 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-23 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-24 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-25 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-26 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-27 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-28 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-29 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-30 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-10-31 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-11-01 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-11-02 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-11-03 | $-0.17 | $38,531,500 | 1 / 1 |
| 2026-11-04 | $-0.17 | $38,531,500 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 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.
2 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.