Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Lisata Therapeutics Inc (LSTA)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$0.99-6.46%
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 LSTA 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 |
|---|---|---|---|---|
Complete acquisition by Kuva Labs | Lisata is completing its acquisition by Kuva Labs, which could unlock value. | Intact | Acquisition not completed by end of 2026 | Acquisition completed 2026-09-17 vs target mid-2026 8-K filing and news confirm the Marea acquisition closed on September 17, 2026, alongside a $225M financing. 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. |
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 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved 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, loss-making healthcare company rather than an established compounder. Its long-term thesis is in a watch state: the Marea acquisition and announced funding provide a development platform, but delivery remains unproven.
The valuation signal has weakened sharply, and LSTA is described as cheap versus peers, with medium model confidence. The evidence does not specify what clinical or commercial success the market assumes, so the expectations gap is unclear; low fragility signals do not remove the company’s high business risk.
Near term, results may remain weak: the supplied 2026-Q2 data show an operating loss, and the reported workforce reduction has not yet been tied to demonstrated savings. Management has completed the Marea acquisition and announced funding, but supplied results do not establish clinical milestones or substantive development progress.
The multi-year thesis hinges on Marea’s clinical candidates advancing and on the announced funding supporting that work. Near term, guidance cuts or further labor-market weakening are risks, while continued strength from healthcare bellwethers could support sector momentum; a newly reported litigation filing is another uncertainty.
Over the next 1 to 3 years, LSTA remains a high-risk development story with strategic steps completed but clinical delivery and operating progress still uncertain. 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 supporting condition in Lisata Therapeutics Inc's published investment case. The stated target is EPS loss narrows by at least 20% by FY27. |
| Broken |
| EPS loss worsens or remains flat through 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. |
Improve net income and operating income | The company aims to improve financial performance after reporting a net loss of $4.49M and operating loss of $4.94M in 2026-Q1. | Broken | Net loss and operating loss do not improve by 50% by 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.
$-1.16 → $-1.16 · observed estimates
$0.00B → $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 | $-1.16 | $0 | 1 / 1 |
| 2026-07-25 | $-1.16 | $0 | 1 / 1 |
| 2026-07-26 | $-1.16 | $0 | 1 / 1 |
| 2026-07-27 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-07-28 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-07-29 | $-1.16 | $0 | 1 / 1 |
| 2026-07-30 | $-1.16 | $0 | 1 / 1 |
| 2026-07-31 | $-1.16 | $0 | 1 / 1 |
| 2026-08-01 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-02 | $-1.16 | $0 | 1 / 1 |
| 2026-08-03 | $-1.16 | $0 | 1 / 1 |
| 2026-08-04 | $-1.16 | $0 | 1 / 1 |
| 2026-08-05 | $-1.16 | $0 | 1 / 1 |
| 2026-08-06 | $-1.16 | $0 | 1 / 1 |
| 2026-08-07 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-08 | $-1.16 | $0 | 1 / 1 |
| 2026-08-09 | $-1.16 | $0 | 1 / 1 |
| 2026-08-10 | $-1.16 | $0 | 1 / 1 |
| 2026-08-12 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-13 | $-1.16 | $0 | 1 / 1 |
| 2026-08-14 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-15 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-16 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-17 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-18 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-19 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-20 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-21 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-22 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-23 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-24 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-25 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-26 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-27 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-28 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-29 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-30 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-08-31 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-01 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-02 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-03 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-04 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-05 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-06 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-07 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-08 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-09 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-10 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-11 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-12 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-13 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-14 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-15 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-16 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-17 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-18 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-19 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-20 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-21 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-22 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-23 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-24 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-25 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-26 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-27 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-28 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-29 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-09-30 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-01 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-02 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-03 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-04 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-05 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-06 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-07 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-08 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-09 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-10 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-11 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-12 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-13 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-14 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-15 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-16 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-17 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-18 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-19 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-20 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-21 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-22 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-23 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-24 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-25 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-26 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-27 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-28 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-29 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-30 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-10-31 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-11-01 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-11-02 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-11-03 | $-1.16 | $5,000,000 | 1 / 1 |
| 2026-11-04 | $-1.16 | $5,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 2 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.
2 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.