Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Playstudios, Inc. (MYPS)
NASDAQCommunication ServicesElectronic Gaming & MultimediaSnapshot 2026-11-04
$4.68+4.70%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesElectronic Gaming & MultimediaSnapshot 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 MYPS 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 |
|---|---|---|---|---|
Reduce operating expenses through workforce reduction | A primary condition in Playstudios, Inc.'s published investment case. The stated target is Reduce workforce by 27% by end of 2026. | Improving | workforce reduction falls short of 27% by 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. |
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.
Next earnings date unavailable
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.
This is a high-risk turnaround story, not a proven durable compounder. The long-term thesis is in a watch state: restructuring is on track, but recent results remain weak and profitability has not improved.
The valuation is expensive versus peers, while the expectations gap is positive, meaning market expectations appear more demanding than the evidence supports. The valuation measure has fallen sharply, and the signal shifted from mixed to cautious; the evidence does not show that the wider set of business risks is fully reflected.
Near term, the risk of an earnings miss is elevated. Revenue fell from the first to the second quarter of 2026, while the net loss grew. Over the multi-year view, planned annual cost savings of $33 million to $39 million support simplification, but profitability progress is limited; growth signals are mixed, with direct-to-consumer revenue rising as Tetris Block Party daily users declined.
The thesis depends on whether cost savings translate into steadier operations, better profitability, and cash flow, and whether management reverses the lowered guidance. Fed rate cuts and strength among sector peers are possible tailwinds, but they do not resolve MYPS’s company-specific execution risks.
Over the next one to three years, MYPS remains a fragile turnaround thesis: restructuring offers a path to improvement, but weak results, an expensive peer valuation, and elevated near-term risk leave the case unproven. 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 company aims to improve its net income, which was negative $10.7M in Q1 2026. |
| Intact |
| net loss worsens or remains below -$10M through FY27 |
Net income: $-13.274M FY2026-Q2; GAAP. Published target: Net loss narrows or turns positive by FY27. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 2026-13,274,000 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. |
Stabilize revenue | A primary condition in Playstudios, Inc.'s published investment case. The stated target is Revenue at or above $58M per quarter through FY26. | Intact | quarterly revenue falls below $58M consistently in FY26 | Revenue: $54.992M FY2026-Q2; GAAP. Published target: Revenue at or above $58M per quarter through FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 202654,992,000 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. |
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.
$0.01 → $-1.61 · observed estimates
$0.22B → $0.21B · 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 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-07-25 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-07-26 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-07-27 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-07-28 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-07-29 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-07-30 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-07-31 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-08-01 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-02 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-08-03 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-04 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-08-05 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-06 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-07 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-08 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-09 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-08-10 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-12 | $0.01 | $216,007,000 | 1 / 1 |
| 2026-08-13 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-14 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-15 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-16 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-17 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-18 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-19 | $-0.15 | $216,007,000 | 1 / 1 |
| 2026-08-20 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-21 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-22 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-23 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-24 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-25 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-26 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-27 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-28 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-29 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-30 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-08-31 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-01 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-02 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-03 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-04 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-05 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-06 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-07 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-08 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-09 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-10 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-11 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-12 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-13 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-14 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-15 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-16 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-17 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-18 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-19 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-20 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-21 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-22 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-23 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-24 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-25 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-26 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-27 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-28 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-29 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-09-30 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-10-01 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-10-02 | $-0.16 | $212,891,000 | 1 / 1 |
| 2026-10-03 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-04 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-05 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-06 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-07 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-08 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-09 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-10 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-11 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-12 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-13 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-14 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-15 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-16 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-17 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-18 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-19 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-20 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-21 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-22 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-23 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-24 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-25 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-26 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-27 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-28 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-29 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-30 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-10-31 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-11-01 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-11-02 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-11-03 | $-1.61 | $212,891,000 | 1 / 1 |
| 2026-11-04 | $-1.61 | $212,891,000 | 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.
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.