Expectations trend
FY2027 · fiscal year ending 2027-11-29 · fmp
Bassett Furniture Industries, Inc. (BSET)
NASDAQConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-11-04
$22.13-5.02%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 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
1.20 → 1.20 EPS · FY ending Nov 29, 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 2 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 BSET yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Positive cash flow from operations each quarter | A primary condition in Bassett Furniture Industries, Inc.'s published investment case. The stated target is >0 USD cash flow from operations. | Intact | cash flow from operations negative in more than one quarter | Cash from operations: $6.117M FY2026-Q3; GAAP. Published target: >0 USD cash flow from operations. Target period is not explicitly aligned with this observation. Sep 30, 20266,117,000 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. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-11-29 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
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 small-cap recovery and execution story, not yet a proven durable compounder, because the business remains loss-making on the broader earnings-quality measure. The multi-year view is intact, while the recent signal has shifted from mildly favorable to mixed.
Valuation is expensive versus peers, with a durable premium and a stretched expectations tag. The evidence indicates a meaningful expectations gap, but does not specify exactly which growth or profit assumptions the market requires.
Near term, recent results show progress: Q3 revenue and operating income were higher year over year, and management has reported progress on sales and profitability priorities. Expense delivery is mixed, Q3 operating results included tariff refunds, and erratic earnings surprises leave some risk of a guidance cut despite a quiet near-term risk reading.
Over the next few quarters, the thesis depends on continued sales growth and more consistent expense control translating into lasting profitability. A guidance cut would weaken the case, while continued strength from sector bellwethers SN, SGI, and MHK could support the sector backdrop; misses or lower guidance from them would remove that support.
For the 1 to 3 year view, BSET has improving operating evidence but remains a higher-risk, loss-making business with an expensive valuation. The thesis hinges on sustained execution and avoiding weaker guidance. 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.
Quarterly dividend of $0.20 per share maintained | The company pays a steady $0.20 quarterly dividend. | Intact | dividend falls below $0.20 per share in any quarter | Dividend per share: $0.20 per share FY2026-Q3; GAAP. Published target: 0.20 USD per share quarterly dividend. Target period is not explicitly aligned with this observation. Sep 30, 20260.2 USD/share · 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. |
Net income at least $2M next 4 quarters | Net income rose to $2.04M. | Intact | net income falls below $2.0 million in any quarter | Net income: $2.101M FY2026-Q3; GAAP. Published target: >=2.0 million USD net income. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Sep 30, 20262,101,000 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. |
Revenue growth at least 2.9% per year | A supporting condition in Bassett Furniture Industries, Inc.'s published investment case. The stated target is >=2.9% YoY revenue growth. | Intact | revenue growth falls below 2.9% YoY next year | 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. |
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.
$1.18 → $1.20 · observed estimates
$0.35B → $0.35B · 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 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-07-25 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-07-26 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-07-27 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-07-28 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-07-29 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-07-30 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-07-31 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-01 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-02 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-03 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-04 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-05 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-06 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-07 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-08 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-09 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-10 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-11 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-12 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-13 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-14 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-15 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-16 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-17 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-18 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-19 | $1.18 | $352,876,667 | 2 / 2 |
| 2026-08-20 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-21 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-22 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-23 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-24 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-25 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-26 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-27 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-28 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-29 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-30 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-08-31 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-01 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-02 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-03 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-04 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-05 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-06 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-07 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-08 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-09 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-10 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-11 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-12 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-13 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-14 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-15 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-16 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-17 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-18 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-19 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-20 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-21 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-22 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-23 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-24 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-25 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-26 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-27 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-28 | $1.19 | $353,492,000 | 2 / 2 |
| 2026-09-29 | $1.18 | $353,489,500 | 2 / 2 |
| 2026-09-30 | $1.18 | $353,489,500 | 2 / 2 |
| 2026-10-01 | $1.18 | $353,489,500 | 2 / 2 |
| 2026-10-02 | $1.25 | $353,312,000 | 2 / 2 |
| 2026-10-03 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-04 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-05 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-06 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-07 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-08 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-09 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-10 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-11 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-12 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-13 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-14 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-15 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-16 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-17 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-18 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-19 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-20 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-21 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-22 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-23 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-24 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-25 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-26 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-27 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-28 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-29 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-30 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-10-31 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-11-01 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-11-02 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-11-03 | $1.20 | $349,672,333 | 2 / 2 |
| 2026-11-04 | $1.20 | $349,672,333 | 2 / 2 |
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 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.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 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.