Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Neonode, Inc. (NEON)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
$0.60-4.30%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 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 NEON yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Execution on growth and cost control | A supporting condition in Neonode, Inc.'s published investment case. The stated target is management remains stable and executes on stated priorities in 2026. | Under Pressure | management turnover or failure to execute growth priorities | EPS miss $0.02; Nasdaq delisting notice Q2 2026 EPS missed by $0.02; Nasdaq issued delisting notice on Aug 6, 2026 due to low bid price. 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.
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 speculative growth business, not a proven compounder: it is still loss-making and carries high risk. The multi-year thesis is in a watch state, with medium confidence after recent performance fell below its industry cohort.
NEON trades at a premium to peers, while the expectations gap is negative, meaning current expectations appear demanding relative to the evidence. The priced-in assessment is marked justified, with low fragility, but that does not remove the pressure from weak results or execution risk.
Near term, results may remain uneven: license revenue rose year over year, including strong MultiSensing growth, but total revenue declined from the prior quarter as non-recurring engineering revenue fell. Management is focused on growth and partnerships, yet recent progress is mixed, and the next earnings report carries a meaningful risk of another miss or guidance cut.
The multi-year thesis hinges on whether MultiSensing growth and automotive partnerships turn into broader, sustained revenue growth. Near term, a guidance cut would add pressure, while easier interest rates or steadier results from major technology peers could improve the sector backdrop.
Over the next 1 to 3 years, NEON's case depends on converting early product and partnership progress into stronger revenue, while managing a high-risk, loss-making position. Recent results leave the thesis unresolved, and execution remains the central test. 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.
| Neonode is growing its MultiSensing business, a key focus for 2026. |
| Broken |
| MultiSensing revenue growth is flat or negative 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. Management contextStated in 2 of 2 supplied quarters. Management reported: “Most notably, MultiSensing® license revenue grew more than fivefold in the second quarter of 2026 compared with the same period in 2025, reflecting our automotive customer's continued production ramp-up and the increasing adoption of our technology,” said Daniel Alexus, President & CEO of Neonode.” Delivery assessment Nov 4, 2026 |
Total company revenue | A primary condition in Neonode, Inc.'s published investment case. The stated target is revenue decline less than -10% in FY26. | Broken | total revenue declines more than 10% in FY26 | Revenue: $477,000 FY2026-Q2; GAAP. Published target: revenue decline less than -10% in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026477,000 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. |
Earnings per share (EPS) | A primary condition in Neonode, Inc.'s published investment case. The stated target is EPS loss narrows to less than -$0.20 per share in FY26. | Under Pressure | EPS loss worsens beyond -$0.20 per share in FY26 | Diluted EPS: $-0.13 per share FY2026-Q2; GAAP. Published target: EPS loss narrows to less than -$0.20 per share in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 2026-0.13 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. |
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.
$-0.34 → $-0.34 · observed estimates
$0.00B → $0.00B · 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 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-07-25 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-07-26 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-07-27 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-07-28 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-07-29 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-07-30 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-07-31 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-01 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-02 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-03 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-04 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-05 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-06 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-07 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-08 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-09 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-10 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-12 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-13 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-14 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-15 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-16 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-17 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-18 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-19 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-20 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-21 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-22 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-23 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-24 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-25 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-26 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-27 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-28 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-29 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-30 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-08-31 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-01 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-02 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-03 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-04 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-05 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-06 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-07 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-08 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-09 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-10 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-11 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-12 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-13 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-14 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-15 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-16 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-17 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-18 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-19 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-20 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-21 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-22 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-23 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-24 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-25 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-26 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-27 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-28 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-29 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-09-30 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-01 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-02 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-03 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-04 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-05 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-06 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-07 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-08 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-09 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-10 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-11 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-12 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-13 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-14 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-15 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-16 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-17 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-18 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-19 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-20 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-21 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-22 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-23 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-24 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-25 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-26 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-27 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-28 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-29 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-30 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-10-31 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-11-01 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-11-02 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-11-03 | $-0.34 | $4,503,000 | 1 / 1 |
| 2026-11-04 | $-0.34 | $4,503,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Monthly analyst history is unavailable.
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.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 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.