Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Curis Inc (CRIS)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$0.85-23.42%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 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 CRIS 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 |
|---|---|---|---|---|
Manage cash runway with PIPE financing proceeds | The company aims to manage cash runway with PIPE financing, targeting up to $20.2M in proceeds. | Intact | PIPE financing falls short of $20M by mid-2027 | 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 1 of 1 supplied quarters. Management reported: “Cash Runway Guidance Curis believes its cash and cash equivalents as of March 31, 2026 of $15.0 million, together with anticipated gross proceeds of up to an additional $20.2 million from the exercise of the January 2026 PIPE Financing Series B Warrants upon the public announcement of dosing the 5 th CLL patient in our TakeAim CLL study expected later this year, should enable the Company’s planned operations into the second half of 2027.” |
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 5, 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 biotechnology development story, not an established earnings compounder. The thesis is intact, with recent financial performance relatively strong for its industry, but the company remains loss-making and management execution is volatile.
The valuation evidence points to CRIS being cheap versus peers, while the model has low confidence and the expectations gap is negative. The evidence labels pricing as justified with low fragility, but does not specify exactly what the market assumes about trial success or future revenue.
Near term, results remain exposed to a high risk of an earnings miss, while the company continues to report no revenue and net losses. Over the multi-year view, progress depends on emavusertib trials in CLL and lymphoma; management expects current funding to support operations into the second half of 2027, with initial patient dosing expected mid-2026 and data in late 2026 or early 2027.
A meaningful negative scenario is a guidance cut at the next call, while weaker job growth could increase recession concerns for cyclical and healthcare names. A favorable sector backdrop would depend in part on healthcare peers continuing to report strong earnings and raise guidance. Trial progress, cash runway, and continued Nasdaq listing compliance are also important swing factors.
For the next 1 to 3 years, the long-term thesis remains intact but carries high risk: recent performance is strong relative to the industry, yet losses, funding needs, and clinical uncertainty remain central. 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.
Progress on emavusertib Phase 2 study in CLL | Curis focuses on advancing its emavusertib Phase 2 study in leukemia. | Intact | No meaningful clinical progress or trial delays reported by FY26 | 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. |
Maintain Nasdaq listing compliance | A supporting condition in Curis Inc's published investment case. The stated target is Remain compliant with Nasdaq listing rules through 2027. | Recovered | Receive delisting notice or fail to regain compliance by end 2027 | Compliant with Nasdaq Rule 5550(a)(2) as of 2026-07-24 Nasdaq notice confirms regained compliance with Listing Rule 5550(a)(2) and full compliance with Panel terms. 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. |
Achieve strong revenue growth | A supporting condition in Curis Inc's published investment case. The stated target is Revenue growth >= 48.9% YoY in next 12 months. | Broken | Revenue growth falls below 30% YoY next 12 months | Revenue growth: -100% FY2026-Q2; GAAP. Published target: Revenue growth >= 48.9% YoY in next 12 months. Target period is not explicitly aligned with this observation. Jun 30, 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.
$-23.73 → $-6.01 · 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 | $-23.73 | $12,750,000 | 3 / 4 |
| 2026-07-25 | $-17.97 | $9,250,000 | 3 / 4 |
| 2026-07-26 | $-17.97 | $9,250,000 | 3 / 4 |
| 2026-07-27 | $-17.97 | $9,250,000 | 3 / 4 |
| 2026-07-28 | $-17.97 | $9,250,000 | 3 / 4 |
| 2026-07-29 | $-17.97 | $9,250,000 | 3 / 4 |
| 2026-07-30 | $-17.97 | $9,250,000 | 3 / 4 |
| 2026-07-31 | $-15.97 | $12,333,333 | 3 / 3 |
| 2026-08-01 | $-15.97 | $12,333,333 | 3 / 3 |
| 2026-08-02 | $-16.23 | $9,250,000 | 3 / 4 |
| 2026-08-03 | $-16.23 | $9,250,000 | 3 / 4 |
| 2026-08-04 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-05 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-06 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-07 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-08 | $-16.23 | $9,250,000 | 3 / 4 |
| 2026-08-09 | $-16.23 | $9,250,000 | 3 / 4 |
| 2026-08-10 | $-16.23 | $9,250,000 | 3 / 4 |
| 2026-08-11 | $-16.23 | $9,250,000 | 3 / 4 |
| 2026-08-12 | $-16.23 | $9,250,000 | 3 / 4 |
| 2026-08-13 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-14 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-15 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-16 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-17 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-18 | $-14.67 | $12,333,333 | 3 / 3 |
| 2026-08-19 | $-14.67 | $12,333,333 | 2 / 2 |
| 2026-08-20 | $-7.01 | $12,333,333 | 2 / 2 |
| 2026-08-21 | $-7.01 | $12,333,333 | 3 / 3 |
| 2026-08-22 | $-7.01 | $12,333,333 | 3 / 3 |
| 2026-08-23 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-08-24 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-08-25 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-08-26 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-08-27 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-08-28 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-08-29 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-08-30 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-08-31 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-01 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-02 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-03 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-04 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-05 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-06 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-07 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-08 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-09 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-10 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-11 | $-6.01 | $12,333,333 | 3 / 3 |
| 2026-09-12 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-13 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-14 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-15 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-16 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-17 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-18 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-19 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-20 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-21 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-22 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-23 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-24 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-25 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-26 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-27 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-28 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-29 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-09-30 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-01 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-02 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-03 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-04 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-05 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-06 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-07 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-08 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-09 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-10 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-11 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-12 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-13 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-14 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-15 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-16 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-17 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-18 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-19 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-20 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-21 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-22 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-23 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-24 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-25 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-26 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-27 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-28 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-29 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-30 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-10-31 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-11-01 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-11-02 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-11-03 | $-6.01 | $12,333,333 | 2 / 3 |
| 2026-11-04 | $-6.01 | $12,333,333 | 2 / 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 · 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 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.