Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Beachbody Co Inc/The (BODI)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-11-05
$4.30-0.46%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 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 BODI 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 earnings per share trend in next 4 quarters | The company beat earnings in the last three quarters. | Improving | EPS falls below $0.17 in 2026-Q3 or below $0.55 in 2026-FY | 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 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 10, 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 high-risk turnaround-style business, not yet a durable growth story. The long-term thesis is intact, with management keeping adjusted EBITDA positive, but revenue and cash flow trends remain mixed.
The valuation evidence is mixed: BODI is described as cheap versus peers, while the valuation measure also shows a 20% premium to peers. The market appears to allow for the current business setup, but the negative expectations gap suggests limited room for disappointment; the snapshot rates what is priced in as justified, with low fragility.
Near term, management’s repeated focus on positive adjusted EBITDA has been supported by eleven consecutive quarters of positive results through 2026-Q2 and improved operating income. Over the multi-year view, falling revenue and digital revenue, negative first-half free cash flow, and lower cash remain key concerns despite an earnings beat in August; guidance cuts are a stated risk.
The central swing factor is whether management can stabilize revenue while maintaining positive adjusted EBITDA and improving cash generation. Near term, a guidance cut would weaken the thesis, while lower interest rates or continued strength from large sector peers could provide a favorable backdrop.
Over the next 1 to 3 years, BODI’s thesis depends on turning operating discipline into steadier revenue and cash flow; progress on EBITDA alone does not resolve those 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.
| A primary condition in Beachbody Co Inc/The's published investment case. The stated target is >=46M USD and <=51M USD. |
| Intact |
| Revenue falls below $46M in Q2 2026 |
Revenue: $49.613M FY2026-Q2; GAAP. Published target: >=46M USD and <=51M USD. The target does not explicitly identify fiscal versus calendar quarters. Aug 10, 202649,613,000 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. |
Stock trades below peer median P/E of 18.25 | A supporting condition in Beachbody Co Inc/The's published investment case. The stated target is P/E <= 18.25. | Intact | P/E rises above 18.25 without earnings growth | P/E (TTM): 2.74x As of 2026-11-05; trailing twelve months. The target timing and basis require a separate assessment. Nov 5, 20262.7409 ratio · calculatedLast 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.
$1.03 → $-0.14 · observed estimates
$0.25B → $0.22B · 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 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-07-25 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-07-26 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-07-27 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-07-28 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-07-29 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-07-30 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-07-31 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-08-01 | $0.44 | $254,146,000 | 2 / 3 |
| 2026-08-02 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-08-03 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-08-04 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-08-05 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-08-06 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-08-07 | $0.49 | $252,497,000 | 2 / 3 |
| 2026-08-08 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-08-09 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-08-10 | $1.03 | $252,495,500 | 3 / 4 |
| 2026-08-11 | $0.49 | $252,497,000 | 2 / 3 |
| 2026-08-12 | $0.39 | $221,491,400 | 3 / 5 |
| 2026-08-13 | $0.49 | $252,497,000 | 2 / 3 |
| 2026-08-14 | $0.49 | $252,497,000 | 2 / 3 |
| 2026-08-15 | $0.49 | $252,497,000 | 3 / 3 |
| 2026-08-16 | $0.49 | $252,497,000 | 3 / 3 |
| 2026-08-17 | $0.49 | $252,497,000 | 3 / 3 |
| 2026-08-18 | $0.49 | $252,497,000 | 3 / 3 |
| 2026-08-19 | $0.49 | $252,497,000 | 3 / 3 |
| 2026-08-20 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-21 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-22 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-23 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-24 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-25 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-26 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-27 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-28 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-29 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-30 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-08-31 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-01 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-02 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-03 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-04 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-05 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-06 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-07 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-08 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-09 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-10 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-11 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-12 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-13 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-14 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-15 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-16 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-17 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-18 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-19 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-20 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-21 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-22 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-23 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-24 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-25 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-26 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-27 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-28 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-29 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-09-30 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-01 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-02 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-03 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-04 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-05 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-06 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-07 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-08 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-09 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-10 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-11 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-12 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-13 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-14 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-15 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-16 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-17 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-18 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-19 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-20 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-21 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-22 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-23 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-24 | $0.09 | $221,480,000 | 3 / 4 |
| 2026-10-25 | $0.09 | $221,480,000 | 2 / 4 |
| 2026-10-26 | $0.09 | $221,480,000 | 2 / 4 |
| 2026-10-27 | $0.09 | $221,480,000 | 2 / 4 |
| 2026-10-28 | $0.09 | $221,480,000 | 2 / 4 |
| 2026-10-29 | $0.09 | $221,480,000 | 2 / 4 |
| 2026-10-30 | $0.09 | $221,480,000 | 2 / 4 |
| 2026-10-31 | $-0.14 | $221,120,112 | 2 / 4 |
| 2026-11-01 | $-0.14 | $221,120,112 | 2 / 4 |
| 2026-11-02 | $-0.14 | $221,120,112 | 2 / 4 |
| 2026-11-03 | $-0.14 | $221,120,112 | 2 / 4 |
| 2026-11-04 | $-0.14 | $221,120,200 | 3 / 4 |
| 2026-11-05 | $-0.14 | $221,120,200 | 3 / 4 |
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 · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 1 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.