Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Dyadic International Inc (DYAI)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$0.34-7.25%
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
0.03 → 0.03 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 DYAI 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 |
|---|---|---|---|---|
Address Nasdaq listing compliance | The company is addressing Nasdaq listing issues to maintain its market presence. | Under Pressure | Nasdaq delisting or failure to cure deficiency by end 2026 | Bid price $0.37 vs >=$1.00 target Nasdaq deficiency notice received Sept 25, 2026. Stock price $0.37 remains well below the $1.00 minimum bid requirement. 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. |
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 12, 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.
DYAI is a high-risk, loss-making commercial growth story, not an established compounder. Over the next 1 to 3 years, the thesis depends on whether adoption of its C1 and Dapibus platforms and strategic partnerships can translate into stronger revenue and execution.
The valuation model describes DYAI as cheap versus peers, but its confidence is low and the expectations gap is slightly negative, suggesting expectations are not clearly undemanding. The priced-in assessment is marked justified, with no fragility gates triggered, but recent weak performance and high business risk limit what that signal says about the multi-year view.
Management has continued to prioritize commercial adoption and partnerships, with revenue from commercial sales and shipments, but revenue eased from $1.11 million in the first quarter of 2026 to $0.96 million in the second. The recent earnings miss, debt issuance, and September listing-rule notice add near-term uncertainty; Nasdaq compliance had been regained by July, but the later notice raises renewed concern. The next results matter because the company is small, loss-making, and carries an elevated chance of missing expectations.
The favorable case depends on platform adoption and partnerships producing more consistent commercial progress, alongside continued sector strength. The unfavorable case includes weaker guidance, further listing problems, or worsening economic conditions that weigh on cyclical and healthcare companies. Sector bellwethers’ results may offer useful signals, but DYAI’s own execution remains central.
For the next 1 to 3 years, DYAI’s multi-year view is a high-risk test of commercialization rather than a demonstrated growth trajectory. Progress in partnerships and platform sales must outweigh weak financial performance and listing uncertainty. 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.
| A supporting condition in Dyadic International Inc's published investment case. The stated target is EPS improves to >= $0.03 in FY27. |
| Broken |
| EPS remains negative beyond FY27 |
Diluted EPS: $-0.06 per share FY2026-Q2; GAAP. Published target: EPS improves to >= $0.03 in FY27. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026-0.06 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. |
Revenue growth to support turnaround | A primary condition in Dyadic International Inc's published investment case. The stated target is >= $13.2M revenue in FY27. | Broken | revenue falls below $6.8M in FY26 | Revenue: $961,138 FY2026-Q2; GAAP. Published target: >= $13.2M revenue in FY27. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026961,138 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.
$0.04 → $0.03 · 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 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-07-25 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-07-26 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-07-27 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-07-28 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-07-29 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-07-30 | $0.03 | $13,222,450 | 3 / 3 |
| 2026-07-31 | $0.03 | $13,222,450 | 3 / 3 |
| 2026-08-01 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-02 | $0.03 | $13,222,450 | 3 / 3 |
| 2026-08-03 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-04 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-05 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-06 | $0.03 | $13,222,450 | 3 / 3 |
| 2026-08-07 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-08 | $0.03 | $13,222,450 | 3 / 3 |
| 2026-08-09 | $0.03 | $13,222,450 | 3 / 3 |
| 2026-08-10 | $0.03 | $13,222,450 | 3 / 3 |
| 2026-08-11 | $0.03 | $13,222,450 | 3 / 3 |
| 2026-08-12 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-13 | $0.03 | $13,222,450 | 3 / 3 |
| 2026-08-14 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-15 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-16 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-17 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-18 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-19 | $0.04 | $13,083,668 | 2 / 2 |
| 2026-08-20 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-21 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-22 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-23 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-24 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-25 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-26 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-27 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-28 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-29 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-30 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-08-31 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-01 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-02 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-03 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-04 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-05 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-06 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-07 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-08 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-09 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-10 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-11 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-12 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-13 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-14 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-15 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-16 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-17 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-18 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-19 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-20 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-21 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-22 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-23 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-24 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-25 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-26 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-27 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-28 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-29 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-09-30 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-01 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-02 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-03 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-04 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-05 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-06 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-07 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-08 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-09 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-10 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-11 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-12 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-13 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-14 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-15 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-16 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-17 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-18 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-19 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-20 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-21 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-22 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-23 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-24 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-25 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-26 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-27 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-28 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-29 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-30 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-10-31 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-11-01 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-11-02 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-11-03 | $0.03 | $12,510,879 | 2 / 2 |
| 2026-11-04 | $0.03 | $12,510,879 | 2 / 2 |
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 · 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 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.