Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Bullfrog AI Holdings Inc (BFRG)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
$0.49-6.31%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-11-05
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 BFRG 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 |
|---|---|---|---|---|
Reduce net losses toward breakeven | A primary condition in Bullfrog AI Holdings Inc's published investment case. The stated target is EPS improves from -$0.44 in 2026 to at least -$0.21 in 2027. | Intact | EPS worsens beyond -$0.44 in 2026 or fails to improve in 2027 | Diluted EPS: $-0.07 per share FY2026-Q2; GAAP. Published target: EPS improves from -$0.44 in 2026 to at least -$0.21 in 2027. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 2026-0.07 USD/share · source valueLast status assessment Nov 5, 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 13, 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 speculative growth thesis, not a proven compounder: BFRG is loss-making, small-cap, and carries high risk. The current thesis state is watch, with low confidence and recent performance below its industry cohort.
The valuation model has low confidence, and BFRG carries a 13.43% premium versus peers, with optionality driving the difference. That suggests the market gives some weight to future partnership potential, but the evidence does not establish how much commercial progress is already assumed.
Near term, losses and negative operating cash flow remain central concerns, though operating income improved from the first to the second quarter of 2026. A feasibility agreement with a top global pharmaceutical company is progress, but quarterly revenue was still limited, and the company has had repeated earnings misses and listing-compliance concerns.
Over the next few quarters, the thesis depends on whether pharmaceutical partnerships turn into meaningful revenue and whether cost control improves while losses narrow. The healthcare sector backdrop could support sentiment if bellwethers keep reporting well, while weaker jobs data or disappointing sector results could add pressure to this cyclical business.
For a 1-3 year view, BFRG has early commercial potential but little financial proof so far, and the high-risk, low-confidence setup remains 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.
Regain Nasdaq compliance with listing rules | Bullfrog AI is working to regain Nasdaq compliance after recent delisting risks. | Under Pressure | Fails to maintain Nasdaq listing compliance over next 4 quarters | Bid price $0.49 vs >=$1.00 target Nasdaq issued delisting notice on 2026-08-20 for bid price below $1.00; current price is $0.49. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth from AI drug discovery agreements | The company secured a feasibility agreement with a global pharma firm to apply AI in drug discovery. | Intact | Revenue growth falls below $3.5 million in 2027 | Revenue: $215,385 FY2026-Q2; GAAP. Published target: Grow revenue from ~$0 in 2026 to >=$5.25 million in 2027. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 2026215,385 USD · source valueLast status assessment Nov 5, 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.
$-0.21 → $-0.17 · observed estimates
$0.01B → $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 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-07-25 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-07-26 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-07-27 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-07-28 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-07-29 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-07-30 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-07-31 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-01 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-02 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-03 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-04 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-05 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-06 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-07 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-08 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-09 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-10 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-11 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-12 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-13 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-14 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-15 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-16 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-17 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-18 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-19 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-20 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-21 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-22 | $-0.21 | $5,250,000 | 1 / 1 |
| 2026-08-23 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-08-24 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-08-25 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-08-26 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-08-27 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-08-28 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-08-29 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-08-30 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-08-31 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-01 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-02 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-03 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-04 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-05 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-06 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-07 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-08 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-09 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-10 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-11 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-12 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-13 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-14 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-15 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-16 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-17 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-18 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-19 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-20 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-21 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-22 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-23 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-24 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-25 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-26 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-27 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-28 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-29 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-09-30 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-01 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-02 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-03 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-04 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-05 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-06 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-07 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-08 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-09 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-10 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-11 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-12 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-13 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-14 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-15 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-16 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-17 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-18 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-19 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-20 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-21 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-22 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-23 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-24 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-25 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-26 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-27 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-28 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-29 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-30 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-10-31 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-11-01 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-11-02 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-11-03 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-11-04 | $-0.17 | $5,250,000 | 1 / 1 |
| 2026-11-05 | $-0.17 | $5,250,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.