Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQInformation TechnologySemiconductorsSnapshot 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 PRSO 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 capital allocation discipline via ATM equity offerings | They raised capital with a $25M equity facility. | Intact | ATM shares issuable rise above $0.67M in 2026-Q1 | 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. |
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 9, 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 growth business with weak recent results, ongoing losses, and high risk. The long-term thesis is in a watch state: early progress in shipments and customer activity has not yet shown sustained growth.
The valuation model points to PRSO being cheap versus peers, while its expectations gap is negative; model confidence is low. The snapshot labels expectations as justified and fragility as low, but these signals do not remove the business risks.
Near-term, revenue has risen from the first to the second quarter of 2026, but remains below the same quarter in 2025. Management is pursuing new customers and drone and defense applications, yet reported shipments are narrow and irregular orders and component constraints remain. The risk label recently changed to high, and a guidance cut would be a meaningful negative.
Over the next few quarters, the thesis depends on whether customer evaluations turn into sustained commercial traction and whether supply constraints ease. A guidance cut could reinforce the weak operating trend, while steadier technology-sector results or lower rates could provide a more supportive backdrop.
Over a 1 to 3 year view, PRSO remains a high-risk, loss-making company whose thesis depends on converting early commercial activity into durable revenue growth. 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.
| Management tries to control losses but they are still high. |
| Broken |
| operating loss rises above $2.48M in 2026-Q1 |
Operating income: $-2.236M FY2026-Q2; GAAP. Published target: reduce operating loss below $2.48M in 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 13, 2026-2,236,000 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. Management contextStated in 2 of 2 supplied quarters. Management reported: “GAAP net loss for the second quarter of 2026 was $2.2 million, or ($0.16) per share, compared with a net loss of $2.5 million, or ($0.22) per share, in the prior quarter, and a net loss of $1.8 million, or ($0.31) per share, in the second quarter of 2025.” “Total operating expenses on a GAAP basis for the second quarter of 2026 were $3.1 million, consistent with the prior quarter and compared with $2.9 million in the same quarter a year ago.” Delivery assessment Nov 4, 2026 |
Grow revenue through 60 GHz wireless technology | Peraso aims to grow revenue with 60 GHz wireless tech. | Broken | revenue falls below $0.9M in 2026-Q1 | Revenue: $1.307M FY2026-Q2; GAAP. Published target: >= $0.9M revenue in 2026-Q1. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 13, 20261,307,000 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.
$-0.31 → $-0.15 · observed estimates
$0.01B → $0.02B · 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 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-07-25 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-07-26 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-07-27 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-07-28 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-07-29 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-07-30 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-07-31 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-08-01 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-02 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-08-03 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-04 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-08-05 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-08-06 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-08-07 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-08 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-08-09 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-10 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-08-12 | $0.06 | $23,000,000 | 1 / 1 |
| 2026-08-13 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-14 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-15 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-16 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-17 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-18 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-19 | $-0.31 | $15,000,000 | 1 / 1 |
| 2026-08-20 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-21 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-22 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-23 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-24 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-25 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-26 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-27 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-28 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-29 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-30 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-08-31 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-01 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-02 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-03 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-04 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-05 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-06 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-07 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-08 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-09 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-10 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-11 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-12 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-13 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-14 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-15 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-16 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-17 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-18 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-19 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-20 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-21 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-22 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-23 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-24 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-25 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-26 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-27 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-28 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-29 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-09-30 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-01 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-02 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-03 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-04 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-05 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-06 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-07 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-08 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-09 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-10 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-11 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-12 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-13 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-14 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-15 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-16 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-17 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-18 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-19 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-20 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-21 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-22 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-23 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-24 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-25 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-26 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-27 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-28 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-29 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-30 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-10-31 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-11-01 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-11-02 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-11-03 | $-0.15 | $16,250,000 | 1 / 1 |
| 2026-11-04 | $-0.15 | $16,250,000 | 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 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.
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.