Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Editas Medicine, Inc. (EDIT)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$2.55-6.25%
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
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 EDIT 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 |
|---|---|---|---|---|
Fund operations into Q3 2027 | The company expects cash to fund operations into Q3 2027. | Improving | cash runway falls short of Q3 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. |
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 speculative, clinical-stage biotechnology business, not a proven earnings compounder. The long-term thesis is in a watch state: management is on track for a first-in-human study by the end of 2026, but recent financial performance remains below its industry cohort.
The valuation model describes EDIT as cheap versus peers, with medium confidence and an expectations gap close to neutral. The priced-in signal is tagged justified, and no fragility gates fired, but this does not remove the risk tied to losses and clinical execution.
Near term, management expects to start the EDIT-401 human study by year-end 2026, with early proof-of-concept data and topline data expected in 2027. Recent quarterly losses narrowed and revenue increased, while the expected cash runway now extends into the second half of 2028; however, a guidance cut or weaker employment data could add pressure, and a litigation filing was reported on October 8.
The multi-year thesis depends on EDIT-401 translating its reported preclinical LDL-C, Lp(a), and ApoB reductions into meaningful human-study results, while the company maintains enough cash to reach key milestones. Near-term sector support could improve if major healthcare companies keep reporting strong results, while weaker jobs data or a guidance cut are unfavorable scenarios.
Over the next 1 to 3 years, EDIT’s case is a high-risk clinical-development story with encouraging early milestones, but human data and cash execution remain central uncertainties. 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.
| Editas aims to start a first-in-human study by end of 2026. |
| Intact |
| study initiation delayed beyond 2026-12-31 |
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 2 of 2 supplied quarters. Management reported: “• Editas is on track to submit a Clinical Trial Notification (CTN) in Australia this month and continues to progress towards initiating a Phase 1/2 clinical trial of EDIT-401 in patients with Heterozygous Familial Hypercholesterolemia (HeFH).” “The trial has received Human Research Ethics Committee (HREC) approval and completed the Clinical Trial Notification (CTN) process with Australia’s Therapeutic Goods Administration (TGA) and has also been submitted for review in New Zealand.” Delivery assessment Nov 4, 2026 |
Stabilize or improve revenue trajectory | A supporting condition in Editas Medicine, Inc.'s published investment case. The stated target is revenue decline less than -10% YoY. | Improving | revenue decline exceeds -10% YoY in FY27 | Revenue growth: 232.31% FY2026-Q2; GAAP. Published target: revenue decline less than -10% YoY. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026232.308552 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.
$-0.95 → $-0.71 · observed estimates
$0.01B → $0.02B · 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 | $-0.95 | $14,710,839 | 8 / 8 |
| 2026-07-25 | $-0.95 | $14,710,839 | 8 / 8 |
| 2026-07-26 | $-0.95 | $14,710,839 | 8 / 8 |
| 2026-07-27 | $-0.95 | $14,710,839 | 8 / 8 |
| 2026-07-28 | $-0.94 | $14,683,570 | 8 / 11 |
| 2026-07-29 | $-0.95 | $14,710,839 | 8 / 8 |
| 2026-07-30 | $-0.95 | $14,710,839 | 8 / 8 |
| 2026-07-31 | $-0.95 | $14,710,839 | 8 / 8 |
| 2026-08-01 | $-0.95 | $14,710,839 | 8 / 8 |
| 2026-08-02 | $-0.96 | $14,801,920 | 7 / 10 |
| 2026-08-03 | $-0.96 | $14,801,920 | 7 / 10 |
| 2026-08-04 | $-0.95 | $14,710,839 | 8 / 8 |
| 2026-08-05 | $-0.96 | $14,801,920 | 7 / 10 |
| 2026-08-06 | $-0.96 | $14,801,920 | 7 / 10 |
| 2026-08-07 | $-0.78 | $19,605,633 | 7 / 7 |
| 2026-08-08 | $-0.76 | $19,340,290 | 8 / 8 |
| 2026-08-09 | $-0.76 | $19,340,290 | 8 / 8 |
| 2026-08-10 | $-0.76 | $19,340,290 | 8 / 8 |
| 2026-08-11 | $-0.78 | $19,605,633 | 7 / 7 |
| 2026-08-12 | $-0.78 | $19,605,633 | 7 / 7 |
| 2026-08-13 | $-0.75 | $19,360,380 | 7 / 10 |
| 2026-08-14 | $-0.78 | $19,605,633 | 7 / 7 |
| 2026-08-15 | $-0.78 | $19,605,633 | 7 / 7 |
| 2026-08-16 | $-0.78 | $19,605,633 | 7 / 7 |
| 2026-08-17 | $-0.78 | $19,605,633 | 7 / 7 |
| 2026-08-18 | $-0.78 | $19,605,633 | 7 / 7 |
| 2026-08-19 | $-0.78 | $19,605,633 | 7 / 7 |
| 2026-08-20 | $-0.73 | $19,412,163 | 7 / 8 |
| 2026-08-21 | $-0.73 | $19,412,163 | 8 / 8 |
| 2026-08-22 | $-0.73 | $19,412,163 | 8 / 8 |
| 2026-08-23 | $-0.73 | $19,412,163 | 8 / 8 |
| 2026-08-24 | $-0.73 | $19,412,163 | 8 / 8 |
| 2026-08-25 | $-0.73 | $19,412,163 | 8 / 8 |
| 2026-08-26 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-08-27 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-08-28 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-08-29 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-08-30 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-08-31 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-01 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-02 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-03 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-04 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-05 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-06 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-07 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-08 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-09 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-10 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-11 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-12 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-13 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-14 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-15 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-16 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-17 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-18 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-19 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-20 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-21 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-22 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-23 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-24 | $-0.73 | $19,409,435 | 8 / 8 |
| 2026-09-25 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-09-26 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-09-27 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-09-28 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-09-29 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-09-30 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-01 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-02 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-03 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-04 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-05 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-06 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-07 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-08 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-09 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-10 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-11 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-12 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-13 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-14 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-15 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-16 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-17 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-18 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-19 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-20 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-21 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-22 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-23 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-24 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-25 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-26 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-27 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-28 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-29 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-30 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-10-31 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-11-01 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-11-02 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-11-03 | $-0.71 | $19,458,649 | 8 / 9 |
| 2026-11-04 | $-0.71 | $19,458,649 | 8 / 9 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 9 Buy / Strong Buy · 2 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 0 cuts · 0 unchanged · 1 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.