Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
ClearOne Inc (CLRO)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
$5.00-9.91%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 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 CLRO 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 |
|---|---|---|---|---|
Free cash flow yield improves from negative | Despite losses, these actions could stabilize revenue and improve cash flow. | Broken | free cash flow yield remains below 0% next year | Valuation inputs unavailable A completed valuation measurement is required. 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. |
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, loss-making business with a turnaround-like thesis, not a durable compounder on the evidence available. The thesis is in a watch state: recent performance is weak, management execution is volatile, and the signal has turned cautious.
The valuation model shows a durable premium to peers, while its confidence is low and the expectations gap is neutral. That suggests the premium is not clearly supported by the current evidence, even though the snapshot does not show concentrated fragility in what is priced in.
Near term, results carry added risk because CLRO has missed across recent quarters and its performance trails its industry cohort. The planned Cortigent merger and $10 million to $15 million financing have not yet produced post-merger results, while the Nasdaq delisting notice remains unresolved; warrant cancellation is partial progress on dilution, but its financial impact is not reported.
The multi-year thesis hinges on completing the merger and financing, resolving the listing issue, and showing improved financial results. Near-term conditions could also help or hurt: rate cuts and steadier results from large technology peers are favorable scenarios, while materially slower GDP growth is an unfavorable one.
Over the next one to three years, the case depends on execution and financial recovery, but current evidence is weak and key risks remain unresolved. 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 supporting condition in ClearOne Inc's published investment case. The stated target is management remains stable without major leadership disruptions. |
| Intact |
| major management turnover or failure to execute restructuring |
Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue stabilizes or grows after decline | A primary condition in ClearOne Inc's published investment case. The stated target is >= -5% YoY revenue growth. | Intact | YoY revenue growth falls below -5% next year | Revenue growth: -100% FY2026-Q2; GAAP. Published target: >= -5% YoY revenue growth. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Aug 14, 2026-100 percent · calculatedLast 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.
$-0.75 → $-0.75 · observed estimates
$0.03B → $0.03B · 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 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-07-25 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-07-26 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-07-27 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-07-28 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-07-29 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-07-30 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-07-31 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-01 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-02 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-03 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-04 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-05 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-06 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-07 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-08 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-09 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-10 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-11 | $-0.75 | $32,450,000 | 2 / 3 |
| 2026-08-12 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-13 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-14 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-15 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-16 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-17 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-18 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-19 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-20 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-21 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-22 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-23 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-24 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-25 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-26 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-27 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-28 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-29 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-30 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-08-31 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-01 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-02 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-03 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-04 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-05 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-06 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-07 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-08 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-09 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-10 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-11 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-12 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-13 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-14 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-15 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-16 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-17 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-18 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-19 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-20 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-21 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-22 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-23 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-24 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-25 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-26 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-27 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-28 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-29 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-09-30 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-01 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-02 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-03 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-04 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-05 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-06 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-07 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-08 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-09 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-10 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-11 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-12 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-13 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-14 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-15 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-16 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-17 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-18 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-19 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-20 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-21 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-22 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-23 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-24 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-25 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-26 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-27 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-28 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-29 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-30 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-10-31 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-11-01 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-11-02 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-11-03 | $-0.75 | $32,450,000 | 1 / 1 |
| 2026-11-04 | $-0.75 | $32,450,000 | 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 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.