Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Gladstone Land Corp. (LAND)
NASDAQReal EstateReit - SpecialtySnapshot 2026-11-04
$7.03-3.43%
Close 2026-11-05 · 1-day change
NASDAQReal EstateReit - SpecialtySnapshot 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 LAND 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 |
|---|---|---|---|---|
Improve earnings through lease restructuring and cost control | Lease restructuring is improving earnings outlook. | Intact | EPS losses worsen or remain flat through FY26 | Diluted EPS: $-0.32 per share FY2026-Q2; GAAP. Published target: reduce EPS losses by at least 10% by FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 2026-0.32 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 10, 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.
LAND is a rate-sensitive Real Estate business with a timing-driven earnings profile, rather than a steady earnings compounder. Its long-term thesis is intact, with recent performance holding in the top half of its industry, but earnings quality remains fragile and the company is loss-making.
LAND is described as cheap versus peers, while the priced-in assessment says its fragility is justified and low rather than reflecting a broader stack of risks. The expectations-gap measure is negative, but the snapshot does not explain its scale or meaning, so it offers limited detail on what the market assumes.
Near term, reported revenue may remain uneven because management expects much of 2026 revenue and earnings to be recognized in Q4; revenue declined from Q1 to Q2, while operating cash flow rose. The Q4 concentration priority is mixed, although maintaining positive operating cash flow is on track. Erratic earnings surprises and a high-miss-rate industry raise the risk around the next result.
The multi-year view depends in part on whether repositioned farms produce the expected Q4 participation rents and management maintains positive operating cash flow. Near term, rate cuts could support Real Estate, while a guidance reduction or signs of weakness from sector bellwethers could remove that support.
Over the next 1 to 3 years, the thesis remains intact, but the loss-making profile and fragile earnings quality leave execution and the Q4 timing shift as important tests. 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.
| Cash from operations was positive $9.3 million in 2026-Q1 and $10.6 million in 2025-Q4. |
| Intact |
| operating cash flow is negative for two consecutive quarters |
Cash from operations: $19.931M FY2026-Q2; GAAP. Published target: > $0 operating cash flow quarterly. Target period is not explicitly aligned with this observation. Aug 11, 202619,931,000 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. |
Maintain stable or growing revenue levels quarterly | A primary condition in Gladstone Land Corp.'s published investment case. The stated target is >= $16 million quarterly revenue in 2026-Q3 and Q4. | Intact | quarterly revenue falls below $16 million in Q3 or Q4 2026 | Revenue: $12.692M FY2026-Q2; GAAP. Published target: >= $16 million quarterly revenue in 2026-Q3 and Q4. Target period is not explicitly aligned with this observation. Aug 11, 202612,692,000 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. Management contextStated in 2 of 2 supplied quarters. Management reported: “Consequently, consistent with 2025, a substantial majority of our 2026 revenue and earnings is expected to be recognized in the fourth quarter.” “Consequently, consistent with 2025, a substantial majority of our 2026 revenue and earnings is expected to be recognized in the fourth quarter.” Revenue was $12.692 million in 2026-Q2. Delivery assessment Nov 4, 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.
$-0.46 → $-0.26 · observed estimates
$0.08B → $0.08B · 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 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-07-25 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-07-26 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-07-27 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-07-28 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-07-29 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-07-30 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-07-31 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-08-01 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-02 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-08-03 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-08-04 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-08-05 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-08-06 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-07 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-08 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-08-09 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-08-10 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-08-12 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-13 | $-0.48 | $87,032,600 | 3 / 5 |
| 2026-08-14 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-15 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-16 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-17 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-18 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-19 | $-0.46 | $77,871,400 | 2 / 3 |
| 2026-08-20 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-21 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-22 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-23 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-24 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-25 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-26 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-27 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-28 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-29 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-30 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-08-31 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-01 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-02 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-03 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-04 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-05 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-06 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-07 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-08 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-09 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-10 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-11 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-12 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-13 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-14 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-15 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-16 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-17 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-18 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-19 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-20 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-21 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-22 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-23 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-24 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-25 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-26 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-27 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-28 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-29 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-09-30 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-01 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-02 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-03 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-04 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-05 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-06 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-07 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-08 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-09 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-10 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-11 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-12 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-13 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-14 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-15 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-16 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-17 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-18 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-19 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-20 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-21 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-22 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-23 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-24 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-25 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-26 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-27 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-28 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-29 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-30 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-10-31 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-11-01 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-11-02 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-11-03 | $-0.26 | $77,828,800 | 2 / 3 |
| 2026-11-04 | $-0.26 | $77,828,800 | 2 / 3 |
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 · 4 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 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.