Expectations trend
FY2028 · fiscal year ending 2028-04-30 · fmp
America's Car-Mart Inc/TX (CRMT)
NASDAQConsumer DiscretionaryAuto - DealershipsSnapshot 2026-11-05
$1.52+20.63%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryAuto - DealershipsSnapshot 2026-11-05
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 CRMT 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 |
|---|---|---|---|---|
Maintain capital discipline amid credit agreement challenges | Management aims to control capital carefully amid credit challenges. | Intact | Net income loss worsens beyond -$76.7M in 2026-Q3 | Net income: $-68.98M FY2027-Q1; GAAP. Published target: Net income loss improves to better than -$76.7M in 2026-Q3. The stored target says 2026-Q3; this source reports FY2027-Q1. Fiscal/calendar alignment needs review. Sep 9, 2026-68,980,000 USD · source valueLast status assessment Nov 5, 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
FY2028 · fiscal year ending 2028-04-30 · 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.
This is a distressed turnaround rather than a durable compounder: management is shrinking the dealership network and reviewing financing and restructuring options. The multi-year thesis remains uncertain, with loss-making fundamentals, volatile management execution, and high risk.
The valuation signal suggests CRMT is cheap versus peers, but confidence in that reading is low. The evidence labels expectations as broadly justified, rather than showing that the market has fully priced in the company’s weak operations and turbulent sector backdrop.
Near term, capital limits are restricting sales and scale: revenue and retail units fell sharply in 2027-Q1, even as debt declined and unrestricted cash improved. Management has closed locations and amended its credit agreement, but strategic alternatives remain under review and the risk of an earnings miss is elevated.
The multi-year thesis hinges on whether financing or restructuring can ease capital constraints enough to support operations while the smaller dealership base controls costs. Near term, guidance and earnings execution matter, as does whether sector bellwethers continue to report strength or begin to weaken.
CRMT’s 1-to-3-year view is a fragile turnaround, with cost and debt actions underway but operating capacity still constrained and earnings evidence limited. 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.
Complete dealership closures and related cost reductions | A supporting condition in America's Car-Mart Inc/TX's published investment case. The stated target is Complete closures with related charges near $14M by 2026-Q2. | Intact | Impairment charges significantly exceed $14M or closures are delayed past 2026-Q2 | 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 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Progress on strategic alternatives including financing and restructuring | America's Car-Mart is actively evaluating strategic alternatives including financing and restructuring. | Improving | Revenue falls below $286.8M in 2026-Q3 | Revenue: $145.751M FY2027-Q1; GAAP. Published target: Revenue stabilizes at or above $286.8M in 2026-Q3. The stored target says 2026-Q3; this source reports FY2027-Q1. Fiscal/calendar alignment needs review. Sep 9, 2026145,751,000 USD · source valueLast status assessment Nov 5, 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.
$-2.26 → $-2.26 · observed estimates
$0.86B → $0.86B · 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 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-07-25 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-07-26 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-07-27 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-07-28 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-07-29 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-07-30 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-07-31 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-01 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-02 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-03 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-04 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-05 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-06 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-07 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-08 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-09 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-10 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-11 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-12 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-13 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-14 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-15 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-16 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-17 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-18 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-19 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-20 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-21 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-22 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-23 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-24 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-25 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-26 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-27 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-28 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-29 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-30 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-08-31 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-01 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-02 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-03 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-04 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-05 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-06 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-07 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-08 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-09 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-10 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-11 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-12 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-13 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-14 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-15 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-16 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-17 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-18 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-19 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-20 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-21 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-22 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-23 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-24 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-25 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-26 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-27 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-28 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-29 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-09-30 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-01 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-02 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-03 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-04 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-05 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-06 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-07 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-08 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-09 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-10 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-11 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-12 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-13 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-14 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-15 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-16 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-17 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-18 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-19 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-20 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-21 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-22 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-23 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-24 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-25 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-26 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-27 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-28 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-29 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-30 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-10-31 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-11-01 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-11-02 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-11-03 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-11-04 | $-2.26 | $862,300,000 | 1 / 1 |
| 2026-11-05 | $-2.26 | $862,300,000 | 1 / 1 |
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 · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
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.