Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Protalix BioTherapeutics, Inc. (PLX)
AMEXHealth CareBiotechnologySnapshot 2026-11-05
$2.51-6.69%
Close 2026-11-05 · 1-day change
AMEXHealth CareBiotechnologySnapshot 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
0.05 → 0.05 EPS · FY ending Dec 31, 2027 · 2 analysts
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 2 to 2; 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 PLX 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 |
|---|---|---|---|---|
Maintain stable management and execution | Management is stable and momentum is rising. | Intact | Major management turnover or instability occurs | Qualitative condition This condition has no defined numerical measure. 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. |
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 10, 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.
PLX is a small-cap healthcare business with a partnership-supported growth story and a clinical program that may add value over time. Its multi-year view is intact, with recent results strong, though the next phase depends on meeting revenue guidance and advancing clinical work.
The evidence describes PLX as cheap versus peers, while the priced-in assessment is tagged as justified and shows low fragility. The expectations gap is slightly negative, suggesting expectations are not clearly undemanding; valuation confidence is medium.
Near term, revenue progress supports management’s 2026 guidance, which has been reaffirmed, and Elfabrio sales have grown. However, the elevated risk of an earnings miss and the possibility of a guidance cut make execution uncertain; PRX-115 is still in Phase 2, with results expected in the second half of 2027.
The multi-year thesis hinges on PLX delivering its 2026 revenue range, sustaining commercial partnership growth, and advancing the PRX-115 trial. Near term, a guidance cut or further weakening in jobs data could weigh on cyclical healthcare names, while strong results and guidance from sector peers could support sector momentum.
Over the next 1 to 3 years, PLX has credible revenue and partnership progress, but elevated near-term execution risk and a clinical program without revenue impact leave the thesis dependent on continued delivery. 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 supporting condition in Protalix BioTherapeutics, Inc.'s published investment case. The stated target is Milestone payment received. |
| Intact |
| Milestone payment not secured by end of FY26 |
Qualitative condition This condition has no defined numerical measure. 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. |
Achieve 2026 revenue of $78M to $83M | A primary condition in Protalix BioTherapeutics, Inc.'s published investment case. The stated target is >= $78 million. | Intact | Revenue falls below $78 million in FY26 | Revenue: $19.896M FY2026-Q2; GAAP. Published target: >= $78 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 202619,896,000 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. Management contextStated in 2 of 2 supplied quarters. Management reported: “During the second quarter, Protalix grew revenues from selling goods, driven primarily by continued penetration of Elfabrio ® globally, advanced enrollment in the PRX-115 Phase 2 RELEASE clinical trial, and reaffirmed its strategic priorities and financial outlook for 2026.” “During the second quarter, Protalix grew revenues from selling goods, driven primarily by continued penetration of Elfabrio ® globally, advanced enrollment in the PRX-115 Phase 2 RELEASE clinical trial, and reaffirmed its strategic priorities and financial outlook for 2026.” 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.
$0.05 → $0.05 · observed estimates
$0.07B → $0.07B · 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 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-07-25 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-07-26 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-07-27 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-07-28 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-07-29 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-07-30 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-07-31 | $0.05 | $67,564,000 | 2 / 2 |
| 2026-08-01 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-02 | $0.05 | $67,564,000 | 2 / 2 |
| 2026-08-03 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-04 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-05 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-06 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-07 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-08 | $0.05 | $67,564,000 | 2 / 2 |
| 2026-08-09 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-10 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-12 | $0.05 | $67,564,000 | 2 / 2 |
| 2026-08-13 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-14 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-15 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-16 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-17 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-18 | $0.05 | $67,558,500 | 1 / 2 |
| 2026-08-19 | $0.05 | $67,558,500 | 2 / 2 |
| 2026-08-20 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-21 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-22 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-23 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-24 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-25 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-26 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-27 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-28 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-29 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-30 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-08-31 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-09-01 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-09-02 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-09-03 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-09-04 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-09-05 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-09-06 | $0.06 | $68,189,000 | 2 / 2 |
| 2026-09-07 | $-0.01 | $60,278,000 | 2 / 2 |
| 2026-09-08 | $-0.01 | $60,278,000 | 2 / 2 |
| 2026-09-09 | $-0.01 | $60,278,000 | 2 / 2 |
| 2026-09-10 | $0.05 | $66,489,000 | 2 / 2 |
| 2026-09-11 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-12 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-13 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-14 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-15 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-16 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-17 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-18 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-19 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-20 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-21 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-22 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-23 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-24 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-25 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-26 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-27 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-28 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-29 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-09-30 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-01 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-02 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-03 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-04 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-05 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-06 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-07 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-08 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-09 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-10 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-11 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-12 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-13 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-14 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-15 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-16 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-17 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-18 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-19 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-20 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-21 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-22 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-23 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-24 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-25 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-26 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-27 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-28 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-29 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-30 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-10-31 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-11-01 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-11-02 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-11-03 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-11-04 | $0.05 | $66,480,000 | 2 / 2 |
| 2026-11-05 | $0.05 | $66,480,000 | 2 / 2 |
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.