Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Mobia Medical Inc (MOBI)
NASDAQHealth CareMedical - SpecialtiesSnapshot 2026-11-04
$11.24+12.74%
Close 2026-11-04 · 1-day change
NASDAQHealth CareMedical - SpecialtiesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 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 MOBI 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 |
|---|---|---|---|---|
product credibility | A supporting condition in Mobia Medical Inc's published investment case. The stated target is maintain strong market presence. | Intact | loss of key partnerships or endorsements | Qualitative: AHA guideline inclusion & 102% rev growth vs target Mobia Medical's implant added to AHA guidelines; Q2 revenue surged 102% with narrowing losses. 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 high-risk business thesis, not yet a clear long-term compounder or turnaround story. The evidence is limited, and the thesis state is insufficient to judge the direction of recent fundamentals.
The evidence does not include valuation measures or what investors already expect, so whether MOBI looks cheap, fair, or expensive versus peers is unclear. The market's expectations gap cannot be assessed from this snapshot.
Near term, repeated earnings misses and an elevated risk of another miss point to continued execution uncertainty. Management is labeled stable, while the broader Healthcare sector is a tailwind; the evidence gives little detail on MOBI's longer-term operating trajectory.
The multi-year view depends in part on whether MOBI can break its run of earnings misses. A weakening jobs report could add pressure to cyclical Healthcare names, while continued earnings strength from sector bellwethers STE, QDEL, and MASS could sustain the sector tailwind; misses or lower guidance from those companies could weaken it.
For the next 1 to 3 years, the thesis is unresolved: sector conditions are supportive, but MOBI's recent earnings record and high risk leave execution as the central concern. 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.
| The Vivistim System's inclusion in AHA guidelines boosts its credibility and sales potential. |
| Intact |
| removal from AHA guidelines |
Inclusion maintained (Qualitative) News reports Mobia Medical's Paired VNS was added to updated AHA Stroke Recovery Guidelines in August 2026. 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. |
2026 revenue forecast | A primary condition in Mobia Medical Inc's published investment case. The stated target is >=54M. | Intact | revenue falls below $54M in FY26 | 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 · Oct 4, 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.
$-2.20 → $-2.20 · 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 |
|---|---|---|---|
| 2026-09-07 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-08 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-09 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-10 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-11 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-12 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-13 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-14 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-15 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-16 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-17 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-18 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-19 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-20 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-21 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-22 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-23 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-24 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-25 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-26 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-27 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-28 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-29 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-09-30 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-01 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-02 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-03 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-04 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-05 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-06 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-07 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-08 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-09 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-10 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-11 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-12 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-13 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-14 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-15 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-16 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-17 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-18 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-19 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-20 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-21 | $-2.20 | $78,711,073 | 3 / 3 |
| 2026-10-22 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-10-23 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-10-24 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-10-25 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-10-26 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-10-27 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-10-28 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-10-29 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-10-30 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-10-31 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-11-01 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-11-02 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-11-03 | $-2.20 | $78,710,323 | 3 / 3 |
| 2026-11-04 | $-2.20 | $78,710,323 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 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.
1 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.