Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
International Money Express, Inc. (IMXI)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-04
$7.30-12.15%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 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
1.37 → 1.48 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 IMXI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS at or above $0.10 in 2026 | A primary condition in International Money Express, Inc.'s published investment case. The stated target is >= $0.10 per share. | Intact | EPS falls below $0.10 in FY26 | Diluted EPS: $0.14 per share FY2026-Q2; GAAP. Published target: >= $0.10 per share. Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 20260.14 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. |
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 value-oriented business thesis, with the evidence describing IMXI as cheap versus peers and earnings quality as robust. The long-term thesis is marked intact, but management progress on growth and profitability is behind, while risk is elevated.
IMXI is described as cheap versus peers, and the priced-in assessment is tagged justified, with low fragility. The expectations gap is negative, and valuation recently rose by 17.8 points; the evidence does not specify what operating assumptions the market already expects.
Over the multi-year view, the main test is whether management can turn its stated focus on growth, profitability, and acquisition integration into better results. Revenue, operating income, net income, and diluted earnings per share have all declined across the cited period. Near term, consecutive earnings misses point to elevated risk of another miss, and a guidance cut would be a meaningful negative.
The unfavorable scenario is a guidance cut, alongside continued difficulty improving revenue and profitability after the Western Union acquisition. Favorable factors could include Federal Reserve rate cuts and signs that major technology companies are stabilizing, though these are sector-level tailwinds rather than proof of company progress.
For the next one to three years, the long-term thesis depends on execution improving after a period of declining results; the peer valuation discount alone does not resolve that concern. 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 merger with Western Union could improve scale and profits. |
| Intact |
| Merger fails or synergies not realized by end 2026 |
Merger active; no failure reported Recent filings confirm the Western Union merger agreement is active. No news indicates merger failure or synergy delays. 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. |
Maintain stable profit margins near prior levels | A supporting condition in International Money Express, Inc.'s published investment case. The stated target is Profit margin stable near 25% (EPS/revenue). | Broken | Profit margin falls significantly below 20% | Net margin: 3.21% FY2026-Q2; GAAP. Published target: Profit margin stable near 25% (EPS/revenue). Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 20263.205959 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. |
Revenue growth near 3% annually | A primary condition in International Money Express, Inc.'s published investment case. The stated target is >= 2.8% YoY. | Broken | Revenue growth falls below 2.8% YoY | 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. |
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.
$1.52 → $1.48 · observed estimates
$0.56B → $0.49B · 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 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-07-25 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-07-26 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-07-27 | $1.52 | $556,951,580 | 3 / 2 |
| 2026-07-28 | $1.52 | $556,951,580 | 3 / 2 |
| 2026-07-29 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-07-30 | $1.52 | $556,951,580 | 3 / 2 |
| 2026-07-31 | $1.52 | $556,951,580 | 3 / 2 |
| 2026-08-01 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-02 | $1.52 | $556,951,580 | 3 / 2 |
| 2026-08-03 | $1.52 | $556,951,580 | 3 / 2 |
| 2026-08-04 | $1.52 | $556,951,580 | 3 / 2 |
| 2026-08-05 | $1.52 | $556,951,580 | 3 / 2 |
| 2026-08-06 | $1.52 | $556,951,580 | 3 / 2 |
| 2026-08-07 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-08 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-09 | $1.52 | $557,119,080 | 3 / 2 |
| 2026-08-10 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-12 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-13 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-14 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-15 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-16 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-17 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-18 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-19 | $1.52 | $557,119,077 | 2 / 2 |
| 2026-08-20 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-21 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-22 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-23 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-24 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-25 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-26 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-27 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-28 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-29 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-30 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-08-31 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-01 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-02 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-03 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-04 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-05 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-06 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-07 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-08 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-09 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-10 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-11 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-12 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-13 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-14 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-15 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-16 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-17 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-18 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-19 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-20 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-21 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-22 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-23 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-24 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-25 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-26 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-27 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-28 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-29 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-09-30 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-01 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-02 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-03 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-04 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-05 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-06 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-07 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-08 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-09 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-10 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-11 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-12 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-13 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-14 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-15 | $1.37 | $511,515,077 | 2 / 2 |
| 2026-10-16 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-17 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-18 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-19 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-20 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-21 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-22 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-23 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-24 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-25 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-26 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-27 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-28 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-29 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-30 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-10-31 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-11-01 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-11-02 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-11-03 | $1.48 | $487,127,000 | 2 / 2 |
| 2026-11-04 | $1.48 | $487,127,000 | 2 / 2 |
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 · 5 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 4 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.