Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Celularity Inc (CELU)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$0.73-10.32%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 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
1.50 → 1.50 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 CELU 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 |
|---|---|---|---|---|
Complete strategic divestiture of biomaterials business for $13.3 million | Celularity is advancing its strategic realignment by divesting its biomaterials business with $13.3 million consideration. | Intact | aggregate consideration falls below $13.3 million or divestiture is delayed beyond 2026-Q2 | 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 13, 2026
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, loss-making recovery story, not an established earnings compounder. The thesis is in a watch state: recent performance improved relative to its industry, but management execution remains volatile and confidence in the assessment is medium.
The valuation model describes CELU as cheap versus peers, while also showing a modest peer premium and low confidence. The expectations gap is negative, which suggests expectations remain demanding relative to the model; the snapshot labels pricing as justified and reports no fragility flags.
Near term, erratic earnings and smaller-company risk make an earnings miss a meaningful concern. Over the multi-year view, progress depends on expanding cenplacel-L and Lifebank commercialization, focusing cellular therapeutics and longevity programs, and strengthening the capital structure and operating profile; each priority is still at the watch stage.
The favorable case depends on management turning its stated priorities into measurable commercial and operational progress. The near-term sector backdrop could help if healthcare bellwethers keep reporting strong results, but weakening employment or lower guidance from those companies could add pressure to cyclical healthcare names.
For the next one to three years, CELU remains a high-risk, loss-making recovery thesis with some recent improvement but limited proof that management priorities can deliver durable progress. The central question is whether execution and financial resilience improve as the supportive sector backdrop evolves. 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.
Improve free cash flow yield from negative -0.81 |
| This could improve its weak free cash flow, currently negative at -81%. |
| Improving |
| free cash flow yield remains below -0.5 over next 4 quarters |
Valuation inputs unavailable A completed valuation measurement is required. 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. |
Stabilize management team after recent officer changes | The company is supported by positive M&A activity and internal promotions, which may stabilize management. | Under Pressure | any major officer departure occurs within next 4 quarters | 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. |
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.
$1.50 → $1.50 · observed estimates
$0.29B → $0.29B · 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 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-07-25 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-07-26 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-07-27 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-07-28 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-07-29 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-07-30 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-07-31 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-01 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-02 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-03 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-04 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-05 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-06 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-07 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-08 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-09 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-10 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-11 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-12 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-13 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-14 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-15 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-16 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-17 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-18 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-19 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-20 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-21 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-22 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-23 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-24 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-25 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-26 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-27 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-28 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-29 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-30 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-08-31 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-01 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-02 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-03 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-04 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-05 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-06 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-07 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-08 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-09 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-10 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-11 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-12 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-13 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-14 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-15 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-16 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-17 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-18 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-19 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-20 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-21 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-22 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-23 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-24 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-25 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-26 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-27 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-28 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-29 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-09-30 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-01 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-02 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-03 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-04 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-05 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-06 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-07 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-08 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-09 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-10 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-11 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-12 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-13 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-14 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-15 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-16 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-17 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-18 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-19 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-20 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-21 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-22 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-23 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-24 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-25 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-26 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-27 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-28 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-29 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-30 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-10-31 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-11-01 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-11-02 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-11-03 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-11-04 | $1.50 | $285,658,000 | 1 / 1 |
| 2026-11-05 | $1.50 | $285,658,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Monthly analyst history is unavailable.
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.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
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.