Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Korro Bio, Inc. (KRRO)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$14.73-11.37%
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 KRRO 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 |
|---|---|---|---|---|
Extend cash runway into second half of 2028 | It aims to extend cash runway into the second half of 2028. | Intact | Cash runway fails to extend into second half of 2028 | 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: “Korro expects its cash, cash equivalents and marketable securities as of June 30, 2026 will fund operating expenses and capital expenditure requirements into the second half of 2028.” “Collaboration Revenue : There was no collaboration revenue for the three months ended June 30, 2026, as compared to $1.5 million of collaboration revenue for the three months ended June 30, 2025.” |
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 11, 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.
KRRO is a speculative, early-stage biotechnology company, not an established earnings compounder. Its 1 to 3 year thesis is intact, with KRRO-121 clinical testing advancing, but clinical outcomes are not yet reported and risk remains elevated.
KRRO is valued at a substantial premium to peers, and the valuation model has low confidence. The evidence labels that premium unjustified, while the expectations gap suggests the market’s assumptions may be demanding; the snapshot does not give enough detail to say exactly what those assumptions are.
Near term, operating losses continued at about $20 million in each of the first two quarters of 2026, with no product revenue or clinical outcome data reported. The company has advanced KRRO-121 toward clinical testing and reported preclinical progress for KRRO-111, while cash and marketable securities rose through June 2026 and management has stated a runway into the second half of 2028. The main near-term risks are a guidance cut and continued weakness in jobs data, while the recent earnings beat and sector momentum are supportive signals.
The multi-year view hinges on whether KRRO can turn program advancement into clinical progress while managing ongoing losses and maintaining its stated cash runway. A guidance cut or worsening employment data would weaken the near-term setup; stronger results and guidance from healthcare bellwethers could support sector momentum.
KRRO’s long-term thesis remains intact, but it is early-stage, loss-making, and priced at a large premium to peers despite limited clinical evidence. Over the next 1 to 3 years, execution and clinical progress will matter more than the current supportive sector backdrop. 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.
Reduce losses and improve earnings | A supporting condition in Korro Bio, Inc.'s published investment case. The stated target is EPS loss narrows to less than -$5.0 per share. | Improving | EPS loss worsens beyond -$5.0 per share in FY27 | Diluted EPS: $-1.07 per share FY2026-Q2; GAAP. Published target: EPS loss narrows to less than -$5.0 per share. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026-1.07 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. |
Stabilize and improve revenue after steep decline | A primary condition in Korro Bio, Inc.'s published investment case. The stated target is Revenue decline less than 20% YoY. | Improving | Revenue decline exceeds 20% YoY in FY27 | 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.
$-5.39 → $-4.88 · observed estimates
$0.00B → $0.00B · 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 | $-5.39 | $214,286 | 8 / 6 |
| 2026-07-25 | $-5.39 | $214,286 | 8 / 6 |
| 2026-07-26 | $-5.39 | $214,286 | 8 / 6 |
| 2026-07-27 | $-5.39 | $214,286 | 8 / 6 |
| 2026-07-28 | $-5.39 | $214,286 | 8 / 6 |
| 2026-07-29 | $-5.04 | $222,220 | 8 / 9 |
| 2026-07-30 | $-5.04 | $222,220 | 8 / 9 |
| 2026-07-31 | $-5.04 | $222,220 | 8 / 9 |
| 2026-08-01 | $-5.39 | $214,286 | 8 / 6 |
| 2026-08-02 | $-5.39 | $214,286 | 8 / 6 |
| 2026-08-03 | $-5.04 | $222,220 | 8 / 9 |
| 2026-08-04 | $-5.04 | $222,220 | 8 / 9 |
| 2026-08-05 | $-5.04 | $222,220 | 8 / 9 |
| 2026-08-06 | $-5.39 | $214,286 | 8 / 6 |
| 2026-08-07 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-08 | $-4.67 | $250,000 | 8 / 8 |
| 2026-08-09 | $-4.67 | $250,000 | 8 / 8 |
| 2026-08-10 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-12 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-13 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-14 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-15 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-16 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-17 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-18 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-19 | $-5.32 | $214,286 | 8 / 6 |
| 2026-08-20 | $-4.89 | $420,000 | 9 / 7 |
| 2026-08-21 | $-4.89 | $420,000 | 9 / 7 |
| 2026-08-22 | $-4.89 | $420,000 | 9 / 7 |
| 2026-08-23 | $-4.89 | $420,000 | 9 / 7 |
| 2026-08-24 | $-4.89 | $420,000 | 9 / 7 |
| 2026-08-25 | $-4.89 | $466,667 | 9 / 7 |
| 2026-08-26 | $-4.89 | $525,000 | 9 / 7 |
| 2026-08-27 | $-4.89 | $525,000 | 9 / 7 |
| 2026-08-28 | $-4.89 | $525,000 | 9 / 7 |
| 2026-08-29 | $-4.89 | $525,000 | 9 / 7 |
| 2026-08-30 | $-4.89 | $525,000 | 9 / 7 |
| 2026-08-31 | $-4.89 | $525,000 | 9 / 7 |
| 2026-09-01 | $-4.89 | $525,000 | 9 / 7 |
| 2026-09-02 | $-4.89 | $525,000 | 9 / 7 |
| 2026-09-03 | $-4.89 | $525,000 | 9 / 7 |
| 2026-09-04 | $-4.89 | $525,000 | 9 / 7 |
| 2026-09-05 | $-4.89 | $525,000 | 9 / 7 |
| 2026-09-06 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-07 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-08 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-09 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-10 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-11 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-12 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-13 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-14 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-15 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-16 | $-4.88 | $525,000 | 9 / 7 |
| 2026-09-17 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-18 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-19 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-20 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-21 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-22 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-23 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-24 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-25 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-26 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-27 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-28 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-29 | $-4.88 | $525,000 | 8 / 7 |
| 2026-09-30 | $-4.88 | $525,000 | 8 / 7 |
| 2026-10-01 | $-4.88 | $525,000 | 8 / 7 |
| 2026-10-02 | $-4.88 | $525,000 | 8 / 7 |
| 2026-10-03 | $-4.88 | $525,000 | 8 / 7 |
| 2026-10-04 | $-4.88 | $525,000 | 8 / 7 |
| 2026-10-05 | $-4.88 | $525,000 | 8 / 7 |
| 2026-10-06 | $-4.88 | $525,000 | 8 / 7 |
| 2026-10-07 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-08 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-09 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-10 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-11 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-12 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-13 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-14 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-15 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-16 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-17 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-18 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-19 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-20 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-21 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-22 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-23 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-24 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-25 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-26 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-27 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-28 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-29 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-30 | $-4.88 | $525,000 | 8 / 6 |
| 2026-10-31 | $-4.88 | $525,000 | 8 / 6 |
| 2026-11-01 | $-4.88 | $525,000 | 8 / 6 |
| 2026-11-02 | $-4.88 | $525,000 | 8 / 6 |
| 2026-11-03 | $-4.88 | $525,000 | 8 / 6 |
| 2026-11-04 | $-4.88 | $525,000 | 8 / 6 |
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 · 1 Hold · 0 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.