Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Bimergen Energy Corp (BESS)
AMEXUtilitiesRenewable UtilitiesSnapshot 2026-11-04
$2.81+2.55%
Close 2026-11-04 · 1-day change
AMEXUtilitiesRenewable UtilitiesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.
Next-FY EPS estimate change · 30 days
1.47 → 0.28 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BESS 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 |
|---|---|---|---|---|
Positive operating income | It reported positive operating income of $1.57 million in Q2 2026. | Improving | operating income falls below $1 million | Operating income: $1.573M FY2026-Q2; GAAP. Published target: >=1.5 million. Target period is not explicitly aligned with this observation. Aug 14, 20261,572,589 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. Management contextStated as a priority in 5 of last 5 quarters. Operating income improved significantly from negative $3.76M in 2026-Q1 to positive $1.57M in 2026-Q2. Net income similarly improved from negative $3.75M to positive $1.63M. This reflects a strong financial turnaround consistent with management's focus on returning to profitability. |
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 13, 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 turnaround rather than a proven durable compounder. The multi-year view is still at the watch stage: management has made profitability a repeated priority, and second-quarter results improved sharply, but the improvement is recent and overall performance remains weak.
The evidence describes BESS as cheap versus peers, with medium confidence in that assessment. The market appears to allow for substantial uncertainty rather than assume a stable growth record; the snapshot gives no direct measure of investor expectations, and it reports low fragility in the current market regime.
Near term, results may remain uneven: operating income and net income moved from losses in the first quarter to small profits in the second, while company momentum and the composite insight score fell. Over the multi-year view, execution on the Cerberus partnership and continued profitability are central, but recent performance remains well below the industry cohort; the prior deep miss and smaller-company profile add risk.
The thesis strengthens if quarterly profitability continues and the new partnership produces durable operating progress. Near-term sector support could come from interest-rate cuts or strong results from utility peers, while peer misses or weaker guidance could remove that support. Leadership changes and a recent accountant change are additional areas to monitor, though the evidence does not establish their longer-term effects.
Over the next one to three years, BESS remains a high-risk turnaround with an encouraging but brief return to profit and unresolved execution and relative-performance concerns. 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.
Robust project pipeline | A supporting condition in Bimergen Energy Corp's published investment case. The stated target is >=3.6 gigawatts of capacity. | Intact | project pipeline shrinks or fails to materialize | 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. |
Successful execution of strategic partnerships | The company is executing a strategic partnership that could enhance growth. | Intact | failure to advance joint ventures | Qualitative: JV signed May 2026 May 2026 Contribution Agreement with Cerberus affiliate confirms strategic partnership progress. 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. Management contextNewly stated in 2026-Q2. The company announced a strategic partnership and joint venture agreement with Cerberus Capital Management's Frontier Power & Utilities platform in May 2026. No prior quarters mention this priority. Financials show a positive operating income of $1.57M and net income of $1.63M in 2026-Q2, indicating initial positive financial results concurrent with this strategic move. Delivery assessment Sep 30, 2026 |
Stored thesis · Oct 4, 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.
$1.47 → $0.28 · observed estimates
$0.06B → $0.05B · 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 |
|---|---|---|---|
| 2026-09-07 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-08 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-09 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-10 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-11 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-12 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-13 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-14 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-15 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-16 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-17 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-18 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-19 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-20 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-21 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-22 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-23 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-24 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-25 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-26 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-27 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-28 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-29 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-09-30 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-01 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-02 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-03 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-04 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-05 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-06 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-07 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-08 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-09 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-10 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-11 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-12 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-13 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-14 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-15 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-16 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-17 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-18 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-19 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-20 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-21 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-22 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-23 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-24 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-25 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-26 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-27 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-28 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-29 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-30 | $1.47 | $58,000,000 | 1 / 2 |
| 2026-10-31 | $0.28 | $47,712,000 | 1 / 2 |
| 2026-11-01 | $0.28 | $47,712,000 | 1 / 2 |
| 2026-11-02 | $0.28 | $47,712,000 | 1 / 2 |
| 2026-11-03 | $0.28 | $47,712,000 | 2 / 3 |
| 2026-11-04 | $0.28 | $47,712,000 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 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.