Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
IQIYI INC (IQ)
NASDAQCommunication ServicesEntertainmentSnapshot 2026-11-04
$0.90-1.87%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesEntertainmentSnapshot 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
0.24 → 0.24 EPS · FY ending Dec 31, 2027 · 8 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 8 to 8; 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 IQ 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 |
|---|---|---|---|---|
EPS improves to positive $0.56 in FY27 | A primary condition in IQIYI INC's published investment case. The stated target is >= $0.56. | Broken | EPS remains negative or below $0.56 in FY27 | Diluted EPS: CNY -0.30 per share FY2026-Q2; GAAP. Published target: >= $0.56. Annual target cannot be compared with a quarterly or TTM observation. Aug 19, 2026-0.3 CNY/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 16, 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.
The evidence does not support a clear label such as durable compounder or turnaround. The thesis state is insufficient, confidence is low, and risk is elevated.
There is no valuation or expectations evidence in the snapshot, so it is not possible to assess whether IQ appears cheap, fair, or expensive versus peers. The market’s assumptions are also unclear.
The snapshot lacks recent financial results and management execution detail, so the multi-year fundamental trajectory is uncertain. Near term, the company is on a run of consecutive earnings misses, although the stated miss risk is low and the watch tier is quiet.
The sector backdrop is a headwind, but lower interest rates could support Communication Services names. Results and guidance from sector bellwethers such as NFLX, DIS, and WBD could either sustain or weaken that sector support.
For the next 1 to 3 years, the thesis remains difficult to judge because company-specific financial evidence and valuation context are missing. Sector conditions and IQ’s future execution are key unknowns. 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 primary condition in IQIYI INC's published investment case. The stated target is No new fraud allegations or penalties. |
| Intact |
| New confirmed securities fraud or legal penalties emerge |
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. |
Revenue recovers to at least $26B in FY26 | A primary condition in IQIYI INC's published investment case. The stated target is >= $26B. | Broken | revenue falls below $26B in FY26 | Revenue: CNY 6.269B FY2026-Q2; GAAP. Published target: >= $26B. Annual target cannot be compared with a quarterly or TTM observation. Aug 19, 20266,269,315,885 CNY · 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.
$0.52 → $0.24 · observed estimates
$26.89B → $25.46B · 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 | $0.52 | $26,891,413,613 | 10 / 14 |
| 2026-07-25 | $0.52 | $26,891,413,613 | 10 / 14 |
| 2026-07-26 | $0.52 | $26,854,982,787 | 10 / 14 |
| 2026-07-27 | $0.52 | $26,854,982,787 | 10 / 14 |
| 2026-07-28 | $0.52 | $26,854,982,787 | 10 / 14 |
| 2026-07-29 | $0.52 | $26,904,164,401 | 10 / 14 |
| 2026-07-30 | $0.52 | $26,904,164,401 | 10 / 14 |
| 2026-07-31 | $0.47 | $26,886,505,620 | 10 / 14 |
| 2026-08-01 | $0.47 | $26,886,505,620 | 10 / 14 |
| 2026-08-02 | $0.47 | $26,886,505,620 | 10 / 14 |
| 2026-08-03 | $0.47 | $26,886,505,620 | 10 / 14 |
| 2026-08-04 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-05 | $0.56 | $26,789,453,460 | 17 / 20 |
| 2026-08-06 | $0.56 | $26,789,453,460 | 17 / 20 |
| 2026-08-07 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-08 | $0.56 | $26,789,453,460 | 17 / 20 |
| 2026-08-09 | $0.56 | $26,789,453,460 | 17 / 20 |
| 2026-08-10 | $0.56 | $26,789,453,460 | 17 / 20 |
| 2026-08-12 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-13 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-14 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-15 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-16 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-17 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-18 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-19 | $0.47 | $26,877,418,043 | 10 / 14 |
| 2026-08-20 | $0.25 | $25,941,710,093 | 10 / 14 |
| 2026-08-21 | $0.21 | $25,872,408,704 | 9 / 14 |
| 2026-08-22 | $0.24 | $25,823,452,089 | 9 / 14 |
| 2026-08-23 | $0.24 | $25,823,452,089 | 9 / 14 |
| 2026-08-24 | $0.24 | $25,823,452,089 | 9 / 14 |
| 2026-08-25 | $0.24 | $25,840,836,936 | 9 / 14 |
| 2026-08-26 | $0.24 | $25,839,098,451 | 9 / 14 |
| 2026-08-27 | $0.24 | $25,839,098,451 | 9 / 14 |
| 2026-08-28 | $0.24 | $25,839,098,451 | 9 / 14 |
| 2026-08-29 | $0.21 | $25,582,762,160 | 9 / 14 |
| 2026-08-30 | $0.21 | $25,582,762,160 | 9 / 14 |
| 2026-08-31 | $0.21 | $25,582,762,160 | 9 / 14 |
| 2026-09-01 | $0.21 | $25,603,412,850 | 9 / 14 |
| 2026-09-02 | $0.21 | $25,584,483,051 | 9 / 14 |
| 2026-09-03 | $0.21 | $25,586,203,942 | 9 / 14 |
| 2026-09-04 | $0.21 | $25,586,203,942 | 9 / 14 |
| 2026-09-05 | $0.21 | $25,586,203,942 | 9 / 14 |
| 2026-09-06 | $0.21 | $25,586,203,942 | 9 / 14 |
| 2026-09-07 | $0.21 | $25,586,203,942 | 9 / 14 |
| 2026-09-08 | $0.21 | $25,618,900,867 | 9 / 14 |
| 2026-09-09 | $0.21 | $25,624,063,539 | 9 / 14 |
| 2026-09-10 | $0.21 | $25,627,505,320 | 9 / 14 |
| 2026-09-11 | $0.21 | $25,627,505,320 | 9 / 14 |
| 2026-09-12 | $0.21 | $25,655,039,573 | 9 / 14 |
| 2026-09-13 | $0.21 | $25,655,039,573 | 9 / 14 |
| 2026-09-14 | $0.21 | $25,655,039,573 | 9 / 14 |
| 2026-09-15 | $0.21 | $25,634,388,884 | 9 / 14 |
| 2026-09-16 | $0.21 | $25,630,947,102 | 9 / 14 |
| 2026-09-17 | $0.21 | $25,620,621,757 | 9 / 14 |
| 2026-09-18 | $0.21 | $25,620,621,757 | 9 / 14 |
| 2026-09-19 | $0.21 | $25,620,621,757 | 9 / 14 |
| 2026-09-20 | $0.21 | $25,639,551,556 | 9 / 14 |
| 2026-09-21 | $0.21 | $25,335,787,487 | 9 / 14 |
| 2026-09-22 | $0.21 | $25,341,842,523 | 9 / 14 |
| 2026-09-23 | $0.21 | $25,349,873,601 | 9 / 14 |
| 2026-09-24 | $0.21 | $25,349,873,601 | 9 / 14 |
| 2026-09-25 | $0.24 | $25,301,295,895 | 9 / 14 |
| 2026-09-26 | $0.24 | $25,321,765,637 | 9 / 14 |
| 2026-09-27 | $0.24 | $25,321,765,637 | 8 / 14 |
| 2026-09-28 | $0.24 | $25,297,523,514 | 8 / 14 |
| 2026-09-29 | $0.24 | $25,304,306,985 | 8 / 14 |
| 2026-09-30 | $0.24 | $25,304,306,985 | 8 / 14 |
| 2026-10-01 | $0.24 | $25,349,262,867 | 8 / 14 |
| 2026-10-02 | $0.24 | $25,312,438,433 | 8 / 14 |
| 2026-10-03 | $0.24 | $25,316,440,758 | 8 / 14 |
| 2026-10-04 | $0.24 | $25,316,440,758 | 8 / 14 |
| 2026-10-05 | $0.24 | $25,316,340,071 | 8 / 14 |
| 2026-10-06 | $0.24 | $25,316,340,071 | 8 / 14 |
| 2026-10-07 | $0.24 | $25,316,340,071 | 8 / 14 |
| 2026-10-08 | $0.24 | $25,341,838,298 | 8 / 14 |
| 2026-10-09 | $0.24 | $25,336,738,653 | 8 / 14 |
| 2026-10-10 | $0.24 | $25,336,738,653 | 8 / 14 |
| 2026-10-11 | $0.24 | $25,335,038,771 | 8 / 14 |
| 2026-10-12 | $0.24 | $25,331,360,966 | 8 / 14 |
| 2026-10-13 | $0.24 | $25,373,533,605 | 8 / 14 |
| 2026-10-14 | $0.24 | $25,390,941,159 | 8 / 14 |
| 2026-10-15 | $0.24 | $25,390,814,920 | 8 / 14 |
| 2026-10-16 | $0.24 | $25,399,129,187 | 8 / 14 |
| 2026-10-17 | $0.24 | $25,399,129,187 | 8 / 14 |
| 2026-10-18 | $0.24 | $25,399,129,187 | 8 / 14 |
| 2026-10-19 | $0.24 | $25,399,129,187 | 8 / 14 |
| 2026-10-20 | $0.24 | $25,421,227,211 | 8 / 14 |
| 2026-10-21 | $0.24 | $25,443,325,235 | 8 / 14 |
| 2026-10-22 | $0.24 | $25,451,824,475 | 8 / 14 |
| 2026-10-23 | $0.24 | $25,443,325,235 | 8 / 14 |
| 2026-10-24 | $0.24 | $25,443,325,235 | 8 / 14 |
| 2026-10-25 | $0.24 | $25,443,325,235 | 8 / 14 |
| 2026-10-26 | $0.24 | $25,443,325,235 | 8 / 14 |
| 2026-10-27 | $0.24 | $25,443,325,235 | 8 / 14 |
| 2026-10-28 | $0.24 | $25,465,423,260 | 8 / 14 |
| 2026-10-29 | $0.24 | $25,494,320,676 | 8 / 14 |
| 2026-10-30 | $0.24 | $25,482,421,740 | 8 / 14 |
| 2026-10-31 | $0.24 | $25,513,019,004 | 8 / 14 |
| 2026-11-01 | $0.24 | $25,513,019,004 | 8 / 14 |
| 2026-11-02 | $0.24 | $25,513,019,004 | 8 / 14 |
| 2026-11-03 | $0.24 | $25,550,415,661 | 8 / 14 |
| 2026-11-04 | $0.24 | $25,462,023,564 | 8 / 14 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 10 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.