Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Corcept Therapeutics Incorporated (CORT)
NASDAQHealth CareMedical - PharmaceuticalsSnapshot 2026-11-04
$71.63-9.58%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - PharmaceuticalsSnapshot 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
4.29 → 4.17 EPS · FY ending Dec 31, 2027 · 4 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 4 to 4; 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 CORT 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 |
|---|---|---|---|---|
Lifyorli plus nab-paclitaxel reduces death risk by 35% | New cancer drug Lifyorli cuts death risk by 35%. | Intact | New data shows less than 20% death risk reduction | 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. Management contextStated in 4 of 4 supplied quarters. Management reported: “Financial Results “Awareness of the importance of diagnosing and treating patients with Cushing’s syndrome is steadily increasing and is driving the growth of our endocrinology business,” said Joseph K.” “We expect continued growth in both businesses and have reiterated our 2026 revenue guidance of $1.1 – $1.2 billion.”” |
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.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved 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.
CORT is a high-growth biopharmaceutical business with commercial and regulatory execution risks. Its long-term thesis is intact, supported by strong recent results and rising guidance, but earnings quality is fragile and overall risk is elevated.
CORT is expensive versus peers, with a valuation premium of 5.02 points and a recent increase in its valuation score. The snapshot describes that valuation as justified by growth optionality, but model confidence is low, so expectations around future growth and product potential remain uncertain.
Near term, revenue growth has been strong: quarterly revenue rose from $164.9 million to $256.1 million, and management raised 2026 revenue guidance to $1.1-$1.2 billion. Lifyorli’s launch is showing early demand, while relacorilant’s Cushing’s syndrome application is progressing toward a December 17, 2026 FDA decision. Near-term execution risk remains meaningful because recent earnings misses are noted, despite a July earnings beat, and a CEO transition and filed litigation add uncertainty.
The multi-year view depends on CORT sustaining growth and delivering on its raised guidance without reversing course, which could damage credibility. Regulatory progress for relacorilant and continued demand for Lifyorli are key company-specific swing factors. A weakening jobs trend could weigh on healthcare names, while continued strong results from sector peers could support sector momentum.
Over the next 1-3 years, CORT’s thesis rests on turning strong revenue growth and early product demand into durable execution while managing regulatory and leadership uncertainty. The business setup is promising, but its expensive valuation and fragile earnings quality leave little room for execution setbacks. 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.
Advance relacorilant NDA for Cushing's syndrome approval | A supporting condition in Corcept Therapeutics Incorporated's published investment case. The stated target is NDA approval expected by end of 2026. | Intact | NDA approval delayed beyond 2026 or rejected | FDA decision scheduled for Dec 17, 2026 (within target) Corcept awaits the December 17 FDA decision for relacorilant, aligning with the 2026 approval target. 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. Management contextStated in 3 of 4 supplied quarters. Management reported: ““Optimal care starts with screening and a correct diagnosis.” “We expect a decision on our NDA by December 17, 2026.” Delivery assessment Nov 4, 2026 |
2026 revenue reaches $950-$1,050 million | A primary condition in Corcept Therapeutics Incorporated's published investment case. The stated target is >= $950 million and <= $1,050 million. | Intact | Revenue falls below $950 million in FY26 | Revenue: $340.472M FY2026-Q3; GAAP. Published target: >= $950 million and <= $1,050 million. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 2026340,472,000 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.
$3.21 → $4.17 · observed estimates
$1.50B → $1.68B · 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 | $3.21 | $1,499,857,720 | 3 / 4 |
| 2026-07-25 | $3.21 | $1,499,857,720 | 3 / 4 |
| 2026-07-26 | $3.21 | $1,499,857,720 | 3 / 4 |
| 2026-07-27 | $3.21 | $1,499,857,720 | 3 / 4 |
| 2026-07-28 | $3.21 | $1,499,857,720 | 3 / 4 |
| 2026-07-29 | $2.88 | $1,423,346,074 | 3 / 4 |
| 2026-07-30 | $3.65 | $1,487,066,170 | 3 / 5 |
| 2026-07-31 | $3.75 | $1,527,352,774 | 3 / 4 |
| 2026-08-01 | $3.75 | $1,527,352,774 | 3 / 4 |
| 2026-08-02 | $4.27 | $1,527,353,570 | 3 / 5 |
| 2026-08-03 | $3.75 | $1,527,352,774 | 3 / 4 |
| 2026-08-04 | $4.27 | $1,527,353,570 | 3 / 5 |
| 2026-08-05 | $4.52 | $1,629,941,970 | 3 / 4 |
| 2026-08-06 | $3.75 | $1,527,352,774 | 3 / 4 |
| 2026-08-07 | $3.75 | $1,527,352,774 | 3 / 4 |
| 2026-08-08 | $3.75 | $1,527,352,774 | 3 / 4 |
| 2026-08-09 | $4.52 | $1,629,941,970 | 3 / 4 |
| 2026-08-10 | $3.75 | $1,527,352,774 | 3 / 4 |
| 2026-08-11 | $4.52 | $1,761,868,000 | 3 / 3 |
| 2026-08-12 | $4.52 | $1,761,868,000 | 3 / 3 |
| 2026-08-13 | $3.75 | $1,527,352,774 | 3 / 4 |
| 2026-08-14 | $3.75 | $1,527,352,774 | 3 / 4 |
| 2026-08-15 | $3.75 | $1,527,352,774 | 3 / 3 |
| 2026-08-16 | $3.75 | $1,527,352,774 | 3 / 3 |
| 2026-08-17 | $3.75 | $1,527,352,774 | 3 / 3 |
| 2026-08-18 | $3.75 | $1,527,352,774 | 3 / 3 |
| 2026-08-19 | $3.75 | $1,527,352,774 | 3 / 3 |
| 2026-08-20 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-21 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-22 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-23 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-24 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-25 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-26 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-27 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-28 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-29 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-30 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-08-31 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-01 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-02 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-03 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-04 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-05 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-06 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-07 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-08 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-09 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-10 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-11 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-12 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-13 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-14 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-15 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-16 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-17 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-18 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-19 | $4.29 | $1,587,326,920 | 4 / 3 |
| 2026-09-20 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-21 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-22 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-23 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-24 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-25 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-26 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-27 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-28 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-29 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-09-30 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-01 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-02 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-03 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-04 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-05 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-06 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-07 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-08 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-09 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-10 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-11 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-12 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-13 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-14 | $4.29 | $1,587,327,720 | 4 / 3 |
| 2026-10-15 | $4.30 | $1,588,727,720 | 4 / 3 |
| 2026-10-16 | $4.29 | $1,588,720,800 | 4 / 3 |
| 2026-10-17 | $4.29 | $1,588,720,800 | 4 / 3 |
| 2026-10-18 | $4.29 | $1,588,720,800 | 4 / 3 |
| 2026-10-19 | $4.29 | $1,588,720,800 | 4 / 3 |
| 2026-10-20 | $4.29 | $1,588,720,800 | 4 / 3 |
| 2026-10-21 | $4.29 | $1,588,720,800 | 4 / 3 |
| 2026-10-22 | $4.29 | $1,588,720,800 | 4 / 3 |
| 2026-10-23 | $4.29 | $1,588,720,800 | 4 / 3 |
| 2026-10-24 | $4.29 | $1,588,725,020 | 4 / 3 |
| 2026-10-25 | $4.29 | $1,588,725,020 | 4 / 3 |
| 2026-10-26 | $4.29 | $1,588,725,020 | 4 / 3 |
| 2026-10-27 | $4.29 | $1,588,725,020 | 4 / 3 |
| 2026-10-28 | $4.13 | $1,564,240,800 | 4 / 3 |
| 2026-10-29 | $4.13 | $1,564,240,800 | 4 / 3 |
| 2026-10-30 | $4.13 | $1,564,240,800 | 4 / 3 |
| 2026-10-31 | $4.13 | $1,564,240,800 | 4 / 3 |
| 2026-11-01 | $4.13 | $1,564,240,800 | 4 / 3 |
| 2026-11-02 | $4.13 | $1,564,240,800 | 4 / 3 |
| 2026-11-03 | $4.13 | $1,676,051,000 | 4 / 3 |
| 2026-11-04 | $4.17 | $1,676,051,000 | 4 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 0 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 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.
2 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.