Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
MannKind Corp. (MNKD)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$3.76-4.33%
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
0.02 → 0.00 EPS · FY ending Dec 31, 2027 · 5 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 5 to 5; 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 MNKD 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 per share to positive territory | A primary condition in MannKind Corp.'s published investment case. The stated target is EPS >= $0.09. | Broken | EPS remains negative or below $0.05 in FY26 | Diluted EPS: $-0.06 per share FY2026-Q2; GAAP. Published target: EPS >= $0.09. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026-0.06 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 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 loss-making growth business with commercial expansion and clinical development, not a proven durable compounder. The long-term thesis is intact, but elevated risk and medium overall confidence keep it dependent on execution.
The evidence describes MNKD as cheap versus peers, while the expectations gap is negative and model confidence is low. The priced-in tag is justified, with no fragility gates triggered, but the valuation evidence is too uncertain to draw a firm conclusion about how much optimism is already reflected.
Near term, revenue has grown, helped by Furoscix and the Afrezza pediatric launch, and management is making progress on clinical programs. Reaching the 2026 revenue guidance remains uncertain, and a recent earnings miss plus a run of consecutive misses raise execution risk into the next report. Over the multi-year view, progress depends on continued commercial expansion and development milestones.
Meeting revenue guidance and continuing to diversify the commercial portfolio are key swing factors. A guidance cut would be a meaningful negative, while further clinical progress could support the longer-term diversification effort. Sector momentum may help, but weaker jobs data could increase pressure on healthcare names.
The 1-3 year thesis remains intact, supported by commercial growth and pipeline progress, but loss-making status, elevated risk, and uncertain near-term execution leave meaningful questions. 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 MannKind Corp.'s published investment case. The stated target is >= $349 million. |
| Intact |
| annual revenue falls below $300 million in FY26 |
Revenue: $109.374M FY2026-Q2; GAAP. Published target: >= $349 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026109,374,000 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. |
Successful integration of strategic partnership and acquisition | The company has formed a strategic partnership and completed an acquisition to strengthen its pipeline. | Improving | Partnerships or acquisitions fail to contribute or cause operational disruption | Qualitative: Q2 rev beat + Afrezza approval vs positive contribution target Q2 2026 revenue topped forecasts; Afrezza FDA approval boosted commercial capabilities; recent equity issuance noted. 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. |
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.
$0.14 → $0.00 · observed estimates
$0.52B → $0.50B · 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 | $0.14 | $521,572,599 | 5 / 6 |
| 2026-07-25 | $0.19 | $521,576,120 | 4 / 8 |
| 2026-07-26 | $0.19 | $521,576,120 | 4 / 8 |
| 2026-07-27 | $0.14 | $521,572,599 | 5 / 6 |
| 2026-07-28 | $0.22 | $522,338,620 | 4 / 8 |
| 2026-07-29 | $0.22 | $522,338,620 | 4 / 8 |
| 2026-07-30 | $0.18 | $522,372,600 | 5 / 6 |
| 2026-07-31 | $0.22 | $522,338,620 | 4 / 8 |
| 2026-08-01 | $0.18 | $522,372,600 | 5 / 6 |
| 2026-08-02 | $0.22 | $522,338,620 | 4 / 8 |
| 2026-08-03 | $0.22 | $522,338,620 | 4 / 8 |
| 2026-08-04 | $0.16 | $526,847,600 | 5 / 6 |
| 2026-08-05 | $0.16 | $526,847,600 | 5 / 6 |
| 2026-08-06 | $0.16 | $526,847,600 | 5 / 6 |
| 2026-08-07 | $0.02 | $509,888,625 | 5 / 6 |
| 2026-08-08 | $0.16 | $514,692,120 | 2 / 8 |
| 2026-08-09 | $0.16 | $514,692,120 | 2 / 8 |
| 2026-08-10 | $0.02 | $509,888,625 | 5 / 6 |
| 2026-08-12 | $0.13 | $503,979,620 | 4 / 8 |
| 2026-08-13 | $0.13 | $503,979,620 | 4 / 8 |
| 2026-08-14 | $0.02 | $509,888,625 | 5 / 6 |
| 2026-08-15 | $0.02 | $509,888,625 | 5 / 6 |
| 2026-08-16 | $0.02 | $509,888,625 | 5 / 6 |
| 2026-08-17 | $0.02 | $509,888,625 | 5 / 6 |
| 2026-08-18 | $0.02 | $509,888,625 | 5 / 6 |
| 2026-08-19 | $0.02 | $509,888,625 | 5 / 6 |
| 2026-08-20 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-21 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-22 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-23 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-24 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-25 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-26 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-27 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-28 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-29 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-30 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-08-31 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-09-01 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-09-02 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-09-03 | $0.02 | $504,017,125 | 5 / 6 |
| 2026-09-04 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-05 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-06 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-07 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-08 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-09 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-10 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-11 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-12 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-13 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-14 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-15 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-16 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-17 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-18 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-19 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-20 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-21 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-22 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-23 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-24 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-25 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-26 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-27 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-28 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-29 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-09-30 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-10-01 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-10-02 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-10-03 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-10-04 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-10-05 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-10-06 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-10-07 | $0.02 | $504,019,912 | 5 / 6 |
| 2026-10-08 | $0.00 | $503,103,912 | 5 / 6 |
| 2026-10-09 | $0.00 | $503,103,912 | 5 / 6 |
| 2026-10-10 | $0.00 | $503,103,912 | 5 / 6 |
| 2026-10-11 | $0.00 | $503,103,912 | 5 / 6 |
| 2026-10-12 | $0.00 | $503,103,912 | 5 / 6 |
| 2026-10-13 | $0.00 | $503,103,912 | 5 / 6 |
| 2026-10-14 | $0.00 | $503,038,687 | 5 / 6 |
| 2026-10-15 | $0.00 | $503,038,687 | 5 / 6 |
| 2026-10-16 | $0.00 | $503,038,687 | 5 / 6 |
| 2026-10-17 | $0.00 | $503,038,687 | 5 / 6 |
| 2026-10-18 | $0.00 | $503,038,687 | 5 / 6 |
| 2026-10-19 | $0.00 | $503,038,687 | 5 / 6 |
| 2026-10-20 | $0.00 | $504,909,689 | 5 / 6 |
| 2026-10-21 | $0.00 | $504,965,244 | 5 / 6 |
| 2026-10-22 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-10-23 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-10-24 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-10-25 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-10-26 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-10-27 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-10-28 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-10-29 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-10-30 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-10-31 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-11-01 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-11-02 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-11-03 | $0.00 | $504,965,244 | 5 / 7 |
| 2026-11-04 | $0.00 | $504,965,244 | 5 / 7 |
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 · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 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.
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.