Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Getty Images Holdings, Inc. (GETY)
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-04
$0.02-15.79%
Close 2026-11-03 · 1-day change
NYSECommunication ServicesInternet Content & InformationSnapshot 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
0.09 → 0.09 EPS · FY ending Dec 31, 2027 · 1 analyst
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 1 to 1; 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 GETY 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 |
|---|---|---|---|---|
Full-year 2026 adjusted EBITDA near $287 million | Profit should reach about $287 million adjusted EBITDA. | Broken | Adjusted EBITDA falls below $279 million in FY26 | 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 high-risk restructuring story, not a proven durable compounder. The long-term thesis remains intact in the snapshot, but the signal has turned cautious and management execution is volatile.
The valuation model points to GETY as cheap versus peers, while its peer comparison also shows an 11% premium; model confidence is low. The expectations gap is negative, suggesting expectations are already demanding, and the snapshot labels the priced-in stance as justified rather than fragile.
Near term, revenue was nearly flat from Q1 to Q2 2026, while Q2 revenue declined 2.5% year over year; subscription revenue’s share rose to 58.8% from 53.5%. The October restructuring agreement is a concrete step, but its balance-sheet impact is not yet shown, guidance was withdrawn, and the next-quarter earnings miss risk is elevated.
The multi-year thesis depends on completing the restructuring, strengthening the balance sheet, and turning higher subscription mix into better overall revenue progress. In the near term, reinstated guidance could signal greater confidence; interest-rate changes and results from large sector peers are additional possible tailwinds, while continued guidance uncertainty remains a key risk.
Over the next 1 to 3 years, GETY’s thesis is supported by improving subscription mix and a stated restructuring plan, but limited revenue progress, withdrawn guidance, and high execution risk leave the outcome uncertain. 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.
| The company is fixing its NYSE listing issues. |
| Under Pressure |
| NYSE listing compliance not achieved by end of 2026 |
Chapter 11 filed vs NYSE compliance target Getty Images filed for Chapter 11 bankruptcy and agreed to a restructuring deal that includes going private. Nov 3, 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 near $968 million | A primary condition in Getty Images Holdings, Inc.'s published investment case. The stated target is ~$968 million. | Broken | Revenue falls below $948 million in FY26 | Revenue: $229.098M FY2026-Q2; GAAP. Published target: ~$968 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 2026229,098,000 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.
$0.05 → $0.09 · observed estimates
$0.97B → $0.96B · 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 | $0.05 | $970,764,158 | 1 / 1 |
| 2026-07-25 | $0.05 | $970,764,158 | 1 / 1 |
| 2026-07-26 | $0.05 | $970,764,158 | 1 / 1 |
| 2026-07-27 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-07-28 | $0.05 | $970,764,158 | 1 / 1 |
| 2026-07-29 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-07-30 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-07-31 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-08-01 | $0.05 | $970,764,158 | 1 / 1 |
| 2026-08-02 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-08-03 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-08-04 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-08-05 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-08-06 | $0.05 | $970,764,158 | 1 / 1 |
| 2026-08-07 | $0.05 | $970,764,158 | 1 / 1 |
| 2026-08-08 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-08-09 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-08-10 | $0.05 | $970,764,158 | 1 / 1 |
| 2026-08-12 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-08-13 | $0.21 | $966,639,820 | 2 / 2 |
| 2026-08-14 | $0.05 | $970,764,158 | 1 / 1 |
| 2026-08-15 | $0.05 | $970,764,158 | 1 / 2 |
| 2026-08-16 | $0.05 | $970,764,158 | 1 / 2 |
| 2026-08-17 | $0.05 | $970,764,158 | 1 / 2 |
| 2026-08-18 | $0.05 | $970,764,158 | 1 / 2 |
| 2026-08-19 | $0.05 | $970,764,158 | 1 / 2 |
| 2026-08-20 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-21 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-22 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-23 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-24 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-25 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-26 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-27 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-28 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-29 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-30 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-08-31 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-01 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-02 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-03 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-04 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-05 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-06 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-07 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-08 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-09 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-10 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-11 | $-0.06 | $979,012,836 | 1 / 2 |
| 2026-09-12 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-13 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-14 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-15 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-16 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-17 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-18 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-19 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-20 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-21 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-22 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-23 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-24 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-25 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-26 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-27 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-28 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-29 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-09-30 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-01 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-02 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-03 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-04 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-05 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-06 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-07 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-08 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-09 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-10 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-11 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-12 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-13 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-14 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-15 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-16 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-17 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-18 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-19 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-20 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-21 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-22 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-23 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-24 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-25 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-26 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-27 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-28 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-29 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-30 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-10-31 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-11-01 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-11-02 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-11-03 | $0.09 | $957,000,000 | 1 / 1 |
| 2026-11-04 | $0.09 | $957,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 1 Hold · 1 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.