Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
JET.AI INC (JTAI)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$0.89-10.52%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
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 JTAI 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 |
|---|---|---|---|---|
Complete merger with flyExclusive | Jet.AI aims to complete its merger with flyExclusive, which could boost strategic growth. | Intact | Merger not completed by end of 2026 | Merger completed 2026-07-13 vs target end-2026 8-K filing confirms completion of merger and separation agreements with flyExclusive on July 13, 2026. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 1 supplied quarters. Management reported: “Jet.AI and flyExclusive continue to expect to close the proposed merger in the second quarter of 2026, with Jet.AI’s special meeting of its stockholders scheduled on June 11, 2026.” “Approximately 99.0% of the 688,430 votes already cast as of the date were in favor of the transaction.” |
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 13, 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 growth story, not a durable, profitable compounder today. The thesis is in a watch state: company momentum improved recently, but financial performance remains weak and management execution has been volatile.
The valuation evidence is mixed: JTAI is described as cheap versus peers, yet its valuation model shows a small premium to peers and has low confidence. The expectations gap is negative, while the priced-in assessment says fragility is low and the current setup is justified. The evidence does not establish what specific operating assumptions the market already expects.
Near term, earnings risk is elevated, with a 0.77 estimated chance of a miss next quarter, reflecting recent misses and the company’s smaller size. Management has made progress on AI data center milestones and a strategic investment, while the flyExclusive merger remains pending final shareholder approval. The share repurchase authorization has no disclosed follow-through so far.
Over the next 1 to 3 years, the thesis hinges on completing the flyExclusive merger and turning stated AI data center plans into sustained execution. Near-term sector conditions also matter: rate cuts or stabilization among major technology companies could support the sector, while GDP growth falling below 2% would be a headwind.
The multi-year view is uncertain: recent momentum and strategic milestones are constructive, but losses, weak results, and elevated earnings risk remain central. The evidence supports watching execution rather than treating the thesis as established. 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.
Address Nasdaq listing compliance | A supporting condition in JET.AI INC's published investment case. The stated target is Nasdaq compliance achieved by end of 2026. | Intact | Nasdaq compliance not achieved by end of 2026 | Qualitative condition This condition has no defined numerical measure. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stabilize revenue near $5 billion | A primary condition in JET.AI INC's published investment case. The stated target is Revenue >= $4.9B. | Broken | Revenue falls below $4.9B in FY26 | Revenue: $5.32M FY2026-Q2; GAAP. Published target: Revenue >= $4.9B. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 20265,320,145 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Implement share repurchase program | The company plans a share repurchase program to enhance shareholder value. | Intact | No repurchase program execution by end of 2026 | Qualitative condition This condition has no defined numerical measure. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 1 supplied quarters. Management reported: “● During the quarter, the Board approved a $5 million share repurchase authorization.” “Jet.AI Founder and Executive Chairman Mike Winston added: “In just the past three months, Jet.AI has advanced major AI data center milestones across three North American sites (totaling over 1 GW capacity), secured a $5.0 million strategic economic interest in xAI/SpaceX, reported a profitable full-year 2025 with strong cash position, authorized a $5.0 million share repurchase program, and cleared key regulatory hurdles toward closing our transformative merger with flyExclusive in Q2 2026, positioning us as a pure-play leader in powered land for AI infrastructure.”” Delivery assessment Nov 1, 2026 |
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.
$-0.19 → $-0.50 · 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 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-07-25 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-07-26 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-07-27 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-07-28 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-07-29 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-07-30 | $-2.00 | $5,015,300 | 1 / 1 |
| 2026-07-31 | $-2.00 | $5,015,300 | 1 / 1 |
| 2026-08-01 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-02 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-03 | $-2.00 | $5,015,300 | 1 / 1 |
| 2026-08-04 | $-2.00 | $5,015,300 | 1 / 1 |
| 2026-08-05 | $-2.00 | $5,015,300 | 1 / 1 |
| 2026-08-06 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-07 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-08 | $-2.00 | $5,015,300 | 1 / 1 |
| 2026-08-09 | $-2.00 | $5,015,300 | 1 / 1 |
| 2026-08-10 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-12 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-13 | $-2.00 | $5,015,300 | 1 / 1 |
| 2026-08-14 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-15 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-16 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-17 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-18 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-19 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-20 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-21 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-22 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-23 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-24 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-25 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-26 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-27 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-28 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-29 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-30 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-08-31 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-01 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-02 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-03 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-04 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-05 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-06 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-07 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-08 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-09 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-10 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-11 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-12 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-13 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-14 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-15 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-16 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-17 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-18 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-19 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-20 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-21 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-22 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-23 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-24 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-25 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-26 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-27 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-28 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-29 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-09-30 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-10-01 | $-0.19 | $5,000,000 | 1 / 1 |
| 2026-10-02 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-03 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-04 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-05 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-06 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-07 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-08 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-09 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-10 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-11 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-12 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-13 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-14 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-15 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-16 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-17 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-18 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-19 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-20 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-21 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-22 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-23 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-24 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-25 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-26 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-27 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-28 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-29 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-30 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-10-31 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-11-01 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-11-02 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-11-03 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-11-04 | $-0.50 | $5,200,000 | 1 / 1 |
| 2026-11-05 | $-0.50 | $5,200,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.