Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 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
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 CLIR 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 |
|---|---|---|---|---|
Enhance gross profit from negative $393,000 | Gross profit should also improve from negative $393,000. | Improving | Gross profit stays negative in FY26 | Gross profit: $228,000 FY2026-Q2; GAAP. Published target: Gross profit improves toward positive in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 2026228,000 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 2027-12-31 · 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 high-risk, early-stage industrial growth story, not yet a durable compounder. The long-term thesis is in a watch state: recent momentum improved, but weak financial performance and losses remain central concerns.
CLIR is valued at a premium to peers, while the expectations gap is negative, meaning current expectations look demanding relative to the evidence. The valuation signal is marked as justified, with low fragility, but this does not remove the risk that results fall short of expectations.
Near term, results may remain uneven: quarterly revenue fell from $3.67 million in 2025-Q4 to $0.56 million in 2026-Q2, despite management’s 2026 revenue goal of $5.2 million. Product development and orders show some traction, but revenue conversion and ongoing losses leave execution uncertain; the next call is a key risk, with a 41% estimated chance of a miss.
The multi-year view hinges on whether order conversion and pipeline growth can support management’s revenue goal, and whether ClearSign Core and flaring solutions gain enough scale to improve financial results. Near term, a guidance cut would weaken the case, while continued earnings strength among industrial bellwethers could support the sector backdrop; misses or lower guidance from those companies would remove that support.
Over the next one to three years, CLIR remains a speculative growth thesis with early product progress but weak, loss-making fundamentals and demanding expectations. The main test is whether revenue becomes more consistent and product traction reaches meaningful scale. 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.
| It plans to improve operating income from negative $2.3 million. |
| Broken |
| Operating income remains below negative $2 million in FY26 |
Operating income: $-1.498M FY2026-Q2; GAAP. Published target: Operating income improves toward zero or positive in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 2026-1,498,000 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. |
Achieve at least $5.2 million revenue in 2026 | A primary condition in ClearSign Technologies Corp's published investment case. The stated target is >=5.2 USD_MILLIONS. | Intact | Revenue falls below $3.6 million in FY26 | Revenue: $560,000 FY2026-Q2; GAAP. Published target: >=5.2 USD_MILLIONS. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 2026560,000 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. |
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.
$-0.74 → $-0.53 · 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 | $-0.74 | $9,832,500 | 2 / 2 |
| 2026-07-25 | $-0.74 | $9,832,500 | 2 / 2 |
| 2026-07-26 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-07-27 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-07-28 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-07-29 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-07-30 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-07-31 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-01 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-02 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-03 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-04 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-05 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-06 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-07 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-08 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-09 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-10 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-11 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-12 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-13 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-14 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-15 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-16 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-17 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-18 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-19 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-20 | $-0.69 | $9,832,500 | 2 / 2 |
| 2026-08-21 | $-0.63 | $9,559,000 | 2 / 2 |
| 2026-08-22 | $-0.63 | $9,559,000 | 2 / 2 |
| 2026-08-23 | $-0.63 | $9,559,000 | 2 / 2 |
| 2026-08-24 | $-0.63 | $9,559,000 | 2 / 2 |
| 2026-08-25 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-08-26 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-08-27 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-08-28 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-08-29 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-08-30 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-08-31 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-01 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-02 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-03 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-04 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-05 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-06 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-07 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-08 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-09 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-10 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-11 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-12 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-13 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-14 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-15 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-16 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-17 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-18 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-19 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-20 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-21 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-22 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-23 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-24 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-25 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-26 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-27 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-28 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-29 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-09-30 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-01 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-02 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-03 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-04 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-05 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-06 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-07 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-08 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-09 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-10 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-11 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-12 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-13 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-14 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-15 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-16 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-17 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-18 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-19 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-20 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-21 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-22 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-23 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-24 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-25 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-26 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-27 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-28 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-29 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-30 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-10-31 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-11-01 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-11-02 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-11-03 | $-0.53 | $11,189,000 | 2 / 2 |
| 2026-11-04 | $-0.53 | $11,189,000 | 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.
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.