Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
BIO-KEY INTERNATIONAL INC (BKYI)
NASDAQIndustrialsInformation Technology ServicesSnapshot 2026-11-05
$2.37+0.42%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsInformation Technology 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
0.22 → 0.22 EPS · FY ending Dec 31, 2027 · 1 analyst
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 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; 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 BKYI 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 |
|---|---|---|---|---|
Resolve Nasdaq listing suspension | Management is working to fix Nasdaq listing problems. | Intact | Nasdaq delisting occurs or suspension continues past 2026-Q2 | Qualitative condition This condition has no defined numerical measure. 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. Management contextStated in 1 of 2 supplied quarters. Management reported: “Trading of BIO-key’s shares was restored following a June 16 th hearing with a Nasdaq Hearings Panel, in which the Panel determined the Company has regained compliance with the continued listing standards, including minimum bid price and SEC filing requirements.” “We are actively working to return our shares to the Nasdaq Capital Market, though we cannot be certain of the timing or success of these efforts.” |
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 and recovery case, not a proven durable compounder. The thesis is on watch: recent financial performance is weak versus its industry cohort, even as management has made progress on revenue growth and reducing losses.
The valuation is described as cheap versus peers, while the expectations gap is negative, suggesting market expectations remain cautious. The valuation measure has risen recently, and the priced-in assessment is tagged justified with low fragility, but the evidence does not establish that the business is inexpensive on its own merits.
Near term, revenue growth and smaller net losses show progress toward management’s stated priorities, although BKYI remains loss-making and overall financial performance is weak. The company regained Nasdaq compliance and resumed trading, but the October equity issuance and agreement related to M&A add uncertainty; the evidence gives limited detail on their effects.
The multi-year thesis depends on sustained revenue growth and continued loss reduction, including whether management can reach its stated growth and profitability goals. Near term, a guidance cut would be a meaningful setback, while results and guidance from sector bellwethers could influence the sector backdrop; both positive and negative paths remain possible.
BKYI shows operational progress, but a high-risk, loss-making business and weak relative performance keep the 1-to-3-year thesis uncertain. 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.
Reduce net losses and improve operating income | Losses are shrinking, with net loss down to about $205,000 in Q1 2026. | Improving | net loss worsens beyond -$4.29 million in next quarters | Net income: $-576,852 FY2026-Q2; GAAP. Published target: net loss less negative than -$205,000 in 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 13, 2026-576,852 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. Management contextStated in 2 of 2 supplied quarters. Management reported: “BIO-key’s Q2’26 operating expenses decreased 5% to $2,203,445 from $2,316,577 in Q2’25, principally reflecting lower selling, general and administrative expenses related to ongoing cost containment measures, offset by increased expenses related to the reverse split and audit and tax related expenses.” “BIO-key’s Q1’26 operating expenses decreased 4% to $1,886,946 from $1,968,299 in Q1’25, as selling, general and administrative expenses decreased $102,458.” Operating income was $-0.529 million in 2026-Q2. Delivery assessment Nov 5, 2026 |
Grow revenues by 50% in first half of 2026 | Revenue is growing fast, aiming for $5 million in first half 2026. | Improving | total revenue in 1H 2026 falls below $3.3 million | Revenue: $1.92M FY2026-Q2; GAAP. Published target: >= $5 million total revenue in 1H 2026. The target does not explicitly identify fiscal versus calendar quarters. Aug 13, 20261,919,991 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.
$0.22 → $0.22 · 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 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-07-25 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-07-26 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-07-27 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-07-28 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-07-29 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-07-30 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-07-31 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-01 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-02 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-03 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-04 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-05 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-06 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-07 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-08 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-09 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-10 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-11 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-12 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-13 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-14 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-15 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-16 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-17 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-18 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-19 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-20 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-21 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-22 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-23 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-24 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-25 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-26 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-27 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-28 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-29 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-30 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-08-31 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-01 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-02 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-03 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-04 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-05 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-06 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-07 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-08 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-09 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-10 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-11 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-12 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-13 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-14 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-15 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-16 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-17 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-18 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-19 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-20 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-21 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-22 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-23 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-24 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-25 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-26 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-27 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-28 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-29 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-09-30 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-01 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-02 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-03 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-04 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-05 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-06 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-07 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-08 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-09 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-10 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-11 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-12 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-13 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-14 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-15 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-16 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-17 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-18 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-19 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-20 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-21 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-22 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-23 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-24 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-25 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-26 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-27 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-28 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-29 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-30 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-10-31 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-11-01 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-11-02 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-11-03 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-11-04 | $0.22 | $12,000,000 | 1 / 1 |
| 2026-11-05 | $0.22 | $12,000,000 | 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 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.