Expectations trend
FY2028 · fiscal year ending 2028-06-30 · fmp
NetSol Technologies Inc (NTWK)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$6.47-7.97%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
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
0.15 → 0.63 EPS · FY ending Jun 30, 2028 · 1 analyst
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 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; 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 NTWK 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 |
|---|---|---|---|---|
Net income increases to $1.3 million in Q3 2026 | Net income grew to $1.3 million in Q3 from $0.25 million in Q2. | Intact | Net income falls below $1 million in next two quarters | Net income: $3.76M FY2026-Q4; GAAP. Published target: >= $1.3 million. The stored target says 2026-Q3; this source reports FY2026-Q4. Fiscal/calendar alignment needs review. Sep 28, 20263,759,920 USD · source valueLast status assessment Nov 5, 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
FY2028 · fiscal year ending 2028-06-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 11, 2026
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 growth business, not yet a consistent earnings compounder, because the evidence still classifies earnings quality as loss-making. The long-term thesis is intact, with recent financial performance strong, but its signal has shifted from mildly favorable to mixed.
The valuation is expensive versus peers, with a 1.01 premium measure and a negative expectations gap of 0.45. Pricing is tagged as justified, and no fragility gates fired, but that does not remove the risk that expectations are hard to meet.
In the latest fiscal year, revenue grew 12.5% to a record, operating income nearly doubled, and operating margin expanded; consolidated net income also grew, though attributable GAAP net income was lower. Management has delivered on revenue and operating-income priorities, while the net-income priority is mixed. Near term, earnings-miss risk is elevated, and a guidance cut would be a meaningful setback.
The multi-year case depends on continued revenue growth and stronger operating income translating into more consistent net income. A guidance cut or another earnings miss would weaken the case; steady guidance, easier interest rates, or stabilization among major technology peers could support the business backdrop.
Over the next 1 to 3 years, NTWK’s thesis rests on sustaining growth and margin gains while reducing earnings inconsistency. The recent results support an intact thesis, but elevated near-term risk and an expensive peer valuation make execution important. 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.
| Net income grew to $1.3 million in Q3 from $0.25 million in Q2. |
| Intact |
| Operating income falls below $2 million in next two quarters |
Operating income: $4.479M FY2026-Q4; GAAP. Published target: >= $3 million. The stored target says 2026-Q3; this source reports FY2026-Q4. Fiscal/calendar alignment needs review. Sep 28, 20264,479,488 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 3 supplied quarters. Management reported: “Income from operations for the full fiscal year was $6.9 million, an increase of 98.4%, compared with $3.5 million in the prior year, representing an operating margin of 9.3% compared with 5.3%.” “Our efficiency program will continue through fiscal 2027.” Delivery assessment Nov 5, 2026 |
Revenue reaches approximately $73 million in fiscal 2026 | NetSol's revenue should reach about $73 million in fiscal 2026. | Intact | Revenue falls below $70 million in FY26 | Revenue: $20.718M FY2026-Q4; GAAP. Published target: >= $73 million. Annual target cannot be compared with a quarterly or TTM observation. Sep 28, 202620,718,336 USD · source valueLast status assessment Nov 5, 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.
$0.72 → $0.63 · observed estimates
$0.07B → $0.09B · 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 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-07-25 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-07-26 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-07-27 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-07-28 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-07-29 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-07-30 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-07-31 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-01 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-02 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-03 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-04 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-05 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-06 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-07 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-08 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-09 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-10 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-12 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-13 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-14 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-15 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-16 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-17 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-18 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-19 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-20 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-21 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-22 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-23 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-24 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-25 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-26 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-27 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-28 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-29 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-30 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-08-31 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-01 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-02 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-03 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-04 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-05 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-06 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-07 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-08 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-09 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-10 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-11 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-12 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-13 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-14 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-15 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-16 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-17 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-18 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-19 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-20 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-21 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-22 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-23 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-24 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-25 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-26 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-27 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-28 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-29 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-09-30 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-10-01 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-10-02 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-10-03 | $0.72 | $67,000,000 | 1 / 1 |
| 2026-10-04 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-05 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-06 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-07 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-08 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-09 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-10 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-11 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-12 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-13 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-14 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-15 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-16 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-17 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-18 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-19 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-20 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-21 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-22 | $0.15 | $72,650,000 | 1 / 1 |
| 2026-10-23 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-10-24 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-10-25 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-10-26 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-10-27 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-10-28 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-10-29 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-10-30 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-10-31 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-11-01 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-11-02 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-11-03 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-11-04 | $0.63 | $93,671,000 | 1 / 1 |
| 2026-11-05 | $0.63 | $93,671,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.