Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Pliant Therapeutics Inc (PLRX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$0.85-1.03%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 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 PLRX 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 |
|---|---|---|---|---|
Progress clinical trials to reach key milestones | A primary condition in Pliant Therapeutics Inc's published investment case. The stated target is Continue progressing clinical trials and development. | Intact | clinical programs stall or miss key milestones | Qualitative condition This condition has no defined numerical measure. 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, loss-making biotechnology company whose long-term case depends on clinical development and its early-stage drug delivery platform. The thesis is in a watch state: the recent performance has not freshly broken, but it is below its industry cohort and overall risk has risen.
The available valuation model has low confidence, but it flags PLRX as expensive versus peers, with a premium tied to the possibility of future platform value. That leaves limited room for weak execution, while the evidence does not specify exactly what clinical success or financial progress the market assumes.
Near term, results may remain difficult to assess because earnings quality is fragile and the company is loss-making. Management initiated the FORTIFY Phase 1b trial for PLN-101095 and dosed its first patient in April 2026, with interim data expected in 2027; cash declined to $172.4 million in 2026-Q1, and management expects funding into the second half of 2028. The next company update is a key risk point, and the evidence flags elevated risk of a miss.
The multi-year thesis hinges on whether FORTIFY produces useful interim data and whether the integrin-targeted delivery work advances beyond early preclinical studies. Near term, a guidance cut would be a meaningful negative; improving results from large Healthcare companies could support sector momentum, while weakening jobs data could weigh on the sector.
Over the next one to three years, PLRX’s case rests on clinical progress and careful use of its available capital, but elevated risk and a peer valuation premium make execution especially 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.
| A primary condition in Pliant Therapeutics Inc's published investment case. The stated target is -19.23 million USD. |
| Broken |
| cash from operations does not improve to near -$19M by 2026-Q1 |
Cash from operations: $-12.797M FY2026-Q2; GAAP. Published target: -19.23 million USD. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 11, 2026-12,797,000 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. |
Achieve ~$172M revenue by June 2028 | A supporting condition in Pliant Therapeutics Inc's published investment case. The stated target is 172.4 million USD. | Intact | revenue falls short of ~$172M by mid-2028 | Revenue: $0 FY2026-Q2; GAAP. Published target: 172.4 million USD. Target period ends 2028-06-30; this observation covers 2026-Q2. Aug 11, 20260 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. |
Operating loss narrows to about -$22M per quarter | Operating loss fell from $59M to $22M. | Intact | operating loss does not improve to near -$22M by 2026-Q1 | Operating income: $-23.862M FY2026-Q2; GAAP. Published target: -21.77 million USD. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 11, 2026-23,862,000 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.
$-0.81 → $-1.36 · observed estimates
$0.00B → $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 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-07-25 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-07-26 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-07-27 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-07-28 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-07-29 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-07-30 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-07-31 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-01 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-02 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-08-03 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-04 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-05 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-06 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-07 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-08 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-08-09 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-08-10 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-08-12 | $-0.81 | $3,750,000 | 4 / 4 |
| 2026-08-13 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-14 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-15 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-16 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-17 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-18 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-19 | $-0.96 | $7,500,000 | 3 / 4 |
| 2026-08-20 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-21 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-22 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-23 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-24 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-25 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-26 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-27 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-28 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-29 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-30 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-08-31 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-09-01 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-09-02 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-09-03 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-09-04 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-09-05 | $-1.38 | $7,500,000 | 3 / 5 |
| 2026-09-06 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-07 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-08 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-09 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-10 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-11 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-12 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-13 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-14 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-15 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-16 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-17 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-18 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-19 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-20 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-21 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-22 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-23 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-24 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-25 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-26 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-27 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-28 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-29 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-09-30 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-01 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-02 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-03 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-04 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-05 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-06 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-07 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-08 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-09 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-10 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-11 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-12 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-13 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-14 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-15 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-16 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-17 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-18 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-19 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-20 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-21 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-22 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-23 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-24 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-25 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-26 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-27 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-28 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-29 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-30 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-10-31 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-11-01 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-11-02 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-11-03 | $-1.36 | $7,500,000 | 2 / 4 |
| 2026-11-04 | $-1.36 | $7,500,000 | 2 / 4 |
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 · 3 Hold · 1 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.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 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.