Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
DocGo, Inc. (DCGO)
NASDAQHealth CareMedical - Care FacilitiesSnapshot 2026-11-04
$0.24-6.52%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Care FacilitiesSnapshot 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 DCGO 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 |
|---|---|---|---|---|
Adjusted EBITDA loss narrows to no worse than $10 million in 2026 | The company plans to cut its adjusted EBITDA loss to $5 million. | Broken | Adjusted EBITDA loss exceeds $10 million in 2026 | 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: “Rosenberg continued, “Our cost cutting initiatives progressed during the quarter, with more than four million dollars of estimated annual costs removed from SG&A during the period while also achieving record volumes across all key business verticals.” “• Full-year 2026 adjusted EBITDA 2 is expected to be ($17-$22) million, compared to the Company’s prior guidance of ($5-$10) million.” |
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 9, 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 growth business, not yet a proven profitable compounder. The multi-year view is intact, but execution is mixed: revenue guidance has risen while the expected adjusted EBITDA loss has widened.
The valuation model points to DCGO as cheap versus peers, but confidence in that reading is low. The expectations gap is negative, suggesting the market’s assumptions are not clearly demanding, while the priced-in assessment calls the setup justified and finds little fragility.
Near term, higher 2026 revenue guidance reflects strong demand and growth in virtual care and mobile phlebotomy. Profitability is less certain: adjusted EBITDA loss guidance worsened, though management still expects profitability in the back half of 2026. Recent quarterly misses and the elevated risk of another miss add uncertainty.
The multi-year thesis depends on revenue growth translating into better margins and on management delivering its profitability goal. A guidance cut or further weakening in jobs data would weigh on the near-term setup, while continued strength from healthcare peers could support sector momentum. The Hicuity acquisition and the recent capital-allocation announcements are additional factors to monitor, but the evidence on their effects is limited.
Over the next 1 to 3 years, DCGO’s growth opportunity remains visible, but the thesis is fragile until loss reduction and execution improve. 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.
Resolve Nasdaq listing compliance issues | A supporting condition in DocGo, Inc.'s published investment case. The stated target is Compliance maintained through 2026. | Intact | Nasdaq delisting or failure to meet listing requirements | 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. |
Full-year 2026 revenue reaches at least $300 million | A primary condition in DocGo, Inc.'s published investment case. The stated target is >=300 million USD. | Intact | Full-year 2026 revenue falls below $300 million | Revenue: $73.425M FY2026-Q2; GAAP. Published target: >=300 million USD. Annual target cannot be compared with a quarterly or TTM observation. Aug 17, 202673,424,719 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. Management contextStated in 1 of 1 supplied quarters. Management reported: “Financial Guidance • Full-year 2026 revenue range is narrowed to $305-$310 million, compared to the Company’s prior guidance of $300-$315 million.” “Excluding revenue from migrant-related programs, total revenue increased 19% year over year.” Delivery assessment Nov 4, 2026 |
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.
$-0.22 → $-0.27 · observed estimates
$0.33B → $0.33B · 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 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-07-25 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-07-26 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-07-27 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-07-28 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-07-29 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-07-30 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-07-31 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-08-01 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-02 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-08-03 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-04 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-05 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-08-06 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-08-07 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-08 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-08-09 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-08-10 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-11 | $0.19 | $325,265,840 | 2 / 5 |
| 2026-08-12 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-13 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-14 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-15 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-16 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-17 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-18 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-19 | $-0.22 | $326,726,043 | 2 / 4 |
| 2026-08-20 | $-0.27 | $325,694,000 | 2 / 4 |
| 2026-08-21 | $-0.27 | $325,694,000 | 2 / 4 |
| 2026-08-22 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-08-23 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-08-24 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-08-25 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-08-26 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-08-27 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-08-28 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-08-29 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-08-30 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-08-31 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-01 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-02 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-03 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-04 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-05 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-06 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-07 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-08 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-09 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-10 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-11 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-12 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-13 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-14 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-15 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-16 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-17 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-18 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-19 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-20 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-21 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-22 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-23 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-24 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-25 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-26 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-27 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-28 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-29 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-09-30 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-01 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-02 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-03 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-04 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-05 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-06 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-07 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-08 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-09 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-10 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-11 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-12 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-13 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-14 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-15 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-16 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-17 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-18 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-19 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-20 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-21 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-22 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-23 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-24 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-25 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-26 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-27 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-28 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-29 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-30 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-10-31 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-11-01 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-11-02 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-11-03 | $-0.27 | $325,769,825 | 2 / 4 |
| 2026-11-04 | $-0.27 | $325,769,825 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 3 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 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.