Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NUWELLIS INC (NUWE)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
$4.66-11.57%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 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
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 NUWE 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 |
|---|---|---|---|---|
Increase gross profit above $1.68M | Gross profit rose slightly to $1.68M in 2026-Q1. | Intact | Gross profit falls below $1.68M next year | Gross profit: $1.498M FY2026-Q2; GAAP. Published target: > $1.68M. Target period is not explicitly aligned with this observation. Aug 13, 20261,498,000 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
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 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 speculative turnaround, not a durable compounder today. The long-term thesis is on watch: some operating priorities are progressing, but recent performance is weak and management execution is volatile.
NUWE is described as cheap versus peers, but confidence in that valuation view is low. The expectations gap is negative, and the current setup is tagged as justified rather than fragile, so the evidence does not show that valuation alone captures the business risks.
Near-term earnings risk is elevated, with a 71% estimated chance of a miss, following a recent earnings miss and a pattern of recent misses. Over the multi-year view, recurring revenue, Aquadex console sales, and gross margin have improved, while capital raises extended cash runway through Q2 2027; the business remains loss-making.
The thesis depends on continued growth in recurring revenue and Aquadex use, alongside further margin progress. A guidance cut or further job-market weakening would add pressure, while strong results and guidance from healthcare bellwethers could support the sector backdrop.
Over the next 1 to 3 years, NUWE’s thesis hinges on operating improvements becoming durable before cash needs return, with elevated near-term earnings risk. 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 NUWELLIS INC's published investment case. The stated target is Operating loss improves from -$4.57M toward breakeven. |
| Broken |
| Operating loss worsens beyond -$4.57M next year |
Operating income: $-3.169M FY2026-Q2; GAAP. Published target: Operating loss improves from -$4.57M toward breakeven. Annual target cannot be compared with a quarterly or TTM observation. Aug 13, 2026-3,169,000 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. |
Expand pediatric ultrafiltration partnerships | Partnership expansion supports future growth. | Intact | No further partnership expansion or partnership losses | Qualitative: Partnership expanded in S.C. (Jun 2026) Nuwellis expanded its pediatric ultrafiltration partnership in South Carolina in June 2026, directly supporting the thesis driver. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain at least 2% annual revenue growth | A primary condition in NUWELLIS INC's published investment case. The stated target is >=2% YoY. | Improving | YoY revenue growth falls below 2% next year | Revenue growth: 14.14% FY2026-Q2; GAAP. Published target: >=2% YoY. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Aug 13, 202614.144928 percent · calculatedLast 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 2 supplied quarters. Management reported: “As part of our strategic plan, we are evaluating opportunities to leverage our commercial infrastructure through complementary products and collaborations that deepen relationships within our existing hospital customers.”” “First Quarter and Recent Highlights: • Net sales were $2.4 million, a 26% increase compared to the prior-year period • Gross margin improved to 70.1%, reflecting improved pricing, product mix, and the transition to contract manufacturing • Completed the acquisition of Rendiatech, adding automated kidney-function monitoring capabilities to the Company’s product development portfolio • Appointed Carisa Schultz as Chief Financial Officer and Dr. Stuart L.” Delivery assessment Nov 5, 2026 |
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.
$-22.05 → $-198.45 · observed estimates
$0.01B → $0.01B · 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 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-07-25 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-07-26 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-07-27 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-07-28 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-07-29 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-07-30 | $-0.63 | Unavailable | 1 / 0 |
| 2026-07-31 | $-0.63 | Unavailable | 1 / 0 |
| 2026-08-01 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-02 | $-0.63 | Unavailable | 1 / 0 |
| 2026-08-03 | $-0.63 | Unavailable | 1 / 0 |
| 2026-08-04 | $-0.63 | Unavailable | 1 / 0 |
| 2026-08-05 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-06 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-07 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-08 | $-0.63 | Unavailable | 1 / 0 |
| 2026-08-09 | $-0.63 | Unavailable | 1 / 0 |
| 2026-08-10 | $-0.63 | Unavailable | 1 / 0 |
| 2026-08-12 | $-0.63 | Unavailable | 1 / 0 |
| 2026-08-13 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-14 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-15 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-16 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-17 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-18 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-19 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-20 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-21 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-22 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-23 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-24 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-25 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-26 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-27 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-28 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-29 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-30 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-08-31 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-01 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-02 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-03 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-04 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-05 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-06 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-07 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-08 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-09 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-10 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-11 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-12 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-13 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-14 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-15 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-16 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-17 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-18 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-19 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-20 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-21 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-22 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-23 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-24 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-25 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-26 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-27 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-28 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-29 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-09-30 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-01 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-02 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-03 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-04 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-05 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-06 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-07 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-08 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-09 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-10 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-11 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-12 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-13 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-14 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-15 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-16 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-17 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-18 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-19 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-20 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-21 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-22 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-23 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-24 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-25 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-26 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-27 | $-22.05 | $11,053,000 | 1 / 1 |
| 2026-10-28 | $-198.45 | $11,053,000 | 1 / 1 |
| 2026-10-29 | $-198.45 | $11,053,000 | 1 / 1 |
| 2026-10-30 | $-198.45 | $11,053,000 | 1 / 1 |
| 2026-10-31 | $-198.45 | $11,053,000 | 1 / 1 |
| 2026-11-01 | $-198.45 | $11,053,000 | 1 / 1 |
| 2026-11-02 | $-198.45 | $11,053,000 | 1 / 1 |
| 2026-11-03 | $-198.45 | $11,053,000 | 1 / 1 |
| 2026-11-04 | $-198.45 | $11,053,000 | 1 / 1 |
| 2026-11-05 | $-198.45 | $11,053,000 | 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 · 1 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 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.