Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Cricut, Inc. (CRCT)
NASDAQInformation TechnologyComputer HardwareSnapshot 2026-11-04
$9.25+4.17%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyComputer HardwareSnapshot 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
0.24 → 0.24 EPS · FY ending Dec 31, 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 CRCT 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 |
|---|---|---|---|---|
EPS at least $0.35 in FY26 | A primary condition in Cricut, Inc.'s published investment case. The stated target is EPS >= $0.35. | Intact | EPS guidance falls below $0.35 for FY26 | Diluted EPS: $0.13 per share FY2026-Q3; GAAP. Published target: EPS >= $0.35. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20260.13 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. |
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.
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.
CRCT is a smaller-cap growth and profitability story, with progress in platform revenue, paid subscribers, earnings, and cash flow. The long-term thesis is intact, and management’s stated priorities are on track, though the evidence snapshot rates risk as elevated.
The valuation is described as cheap versus peers, while the priced-in assessment is tagged justified and fragility is low. Valuation has risen recently, and the negative expectations gap suggests expectations are not especially low; confidence in these assessments is medium.
Near term, recent results show stronger net income and operating cash flow, while platform revenue and paid subscribers have grown. Management is also following through on capital returns, but a smaller-cap profile and a deep miss in recent history leave some risk around the next results and guidance.
A guidance cut on the next call would be a meaningful negative, while rate cuts or steadier results and guidance from major technology companies could support the sector backdrop. Over the multi-year view, the thesis depends on continued growth in platform revenue and paid subscribers, alongside profitability and positive cash flow.
Over the next 1 to 3 years, CRCT’s thesis rests on continued execution in growth and cash generation, with near-term guidance and technology-sector conditions as key swing factors. 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 generated $26.85M cash from operations in Q1 2026. |
| Intact |
| cash flow from operations turns negative in any quarter in FY26 |
Cash from operations: $50.351M FY2026-Q2; GAAP. Published target: positive cash flow each quarter. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202650,351,000 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. |
Maintain profitability each quarter | A primary condition in Cricut, Inc.'s published investment case. The stated target is positive net income each quarter. | Intact | net income turns negative in any quarter in FY26 | Net income: $27.842M FY2026-Q3; GAAP. Published target: positive net income each quarter. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 202627,842,000 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. |
Maintain valuation discount to peers | A supporting condition in Cricut, Inc.'s published investment case. The stated target is PE below 20. | Intact | PE rises above 20 without earnings growth | P/E (TTM): 19.30x As of 2026-11-04; trailing twelve months. The target timing and basis require a separate assessment. Nov 4, 202619.3043 ratio · 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.
$0.19 → $0.24 · observed estimates
$0.70B → $0.70B · 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 | $0.19 | $696,851,840 | 3 / 2 |
| 2026-07-25 | $0.19 | $696,851,840 | 3 / 2 |
| 2026-07-26 | $0.19 | $696,851,840 | 3 / 2 |
| 2026-07-27 | $0.19 | $696,851,840 | 3 / 2 |
| 2026-07-28 | $0.19 | $696,851,840 | 3 / 2 |
| 2026-07-29 | $0.19 | $696,851,840 | 3 / 2 |
| 2026-07-30 | $0.20 | $682,459,000 | 2 / 1 |
| 2026-07-31 | $0.20 | $682,459,000 | 2 / 1 |
| 2026-08-01 | $0.20 | $682,459,000 | 2 / 1 |
| 2026-08-02 | $0.19 | $696,851,840 | 3 / 2 |
| 2026-08-03 | $0.19 | $696,851,840 | 3 / 2 |
| 2026-08-04 | $0.20 | $682,459,000 | 2 / 1 |
| 2026-08-05 | $0.20 | $682,459,000 | 2 / 1 |
| 2026-08-06 | $0.23 | $692,823,380 | 3 / 2 |
| 2026-08-07 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-08 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-09 | $0.23 | $692,823,380 | 3 / 2 |
| 2026-08-10 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-11 | $0.23 | $692,823,380 | 3 / 2 |
| 2026-08-12 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-13 | $0.23 | $692,823,380 | 3 / 2 |
| 2026-08-14 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-15 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-16 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-17 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-18 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-19 | $0.23 | $692,823,375 | 2 / 1 |
| 2026-08-20 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-21 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-22 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-23 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-24 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-25 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-26 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-27 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-28 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-29 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-30 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-08-31 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-01 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-02 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-03 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-04 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-05 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-06 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-07 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-08 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-09 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-10 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-11 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-12 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-13 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-14 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-15 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-16 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-17 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-18 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-19 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-20 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-21 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-22 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-23 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-24 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-25 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-26 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-27 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-28 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-29 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-09-30 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-01 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-02 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-03 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-04 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-05 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-06 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-07 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-08 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-09 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-10 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-11 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-12 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-13 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-14 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-15 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-16 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-17 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-18 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-19 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-20 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-21 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-22 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-23 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-24 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-25 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-26 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-27 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-28 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-29 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-30 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-10-31 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-11-01 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-11-02 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-11-03 | $0.24 | $704,533,375 | 2 / 1 |
| 2026-11-04 | $0.24 | $704,533,375 | 2 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 0 Hold · 3 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.
4 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.