Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NYSEConsumer DiscretionaryTravel ServicesSnapshot 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
1.86 → 1.86 EPS · FY ending Dec 31, 2027 · 4 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 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; 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 PRSU 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 |
|---|---|---|---|---|
Improve cash flow from operations to positive | A supporting condition in Pursuit Attractions & Hospitality, Inc.'s published investment case. The stated target is cash flow from operations improves above -$29.5 million. | Intact | cash flow worsens below -$29.5 million | Cash from operations: $18.464M FY2026-Q2; GAAP. Published target: cash flow from operations improves above -$29.5 million. Target period is not explicitly aligned with this observation. Aug 5, 202618,464,000 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. |
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.
Next earnings date unavailable
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.
PRSU is a growth-focused attractions business, not yet a durable earnings compounder, since it remains loss-making. Its long-term thesis is on watch: the recent signal improved to mildly favorable, but financial performance remains below its industry cohort.
The valuation is expensive versus peers, with a sizable premium and an expectations gap that points to substantial optimism already reflected in the market view. The evidence labels that pricing as unjustified, though overall fragility is low because expensive valuation is not combined with weak and turbulent conditions.
Near term, management is pursuing revenue growth through acquisitions and new attractions, and its revenue and Adjusted EBITDA guidance has risen; the latest reported quarter also showed year-over-year revenue growth. Organic investment progress is mixed, and the company’s loss-making status and history of recent quarterly misses remain risks despite an August earnings beat.
Over the multi-year view, the thesis depends on new attractions, acquisitions, and Refresh and Build projects sustaining growth while management delivers its EBITDA and margin goals. Near term, a guidance cut after the recent increase would damage credibility; continued strength or weakness among sector bellwethers could also affect the sector backdrop.
The 1-to-3-year view is a watch-stage growth thesis with execution potential, but expensive valuation and loss-making results leave limited room for weaker 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.
Improve operating income toward break-even | New attractions help grow sales and improve income. | Intact | operating loss worsens below -$33 million | Operating income: $21.65M FY2026-Q2; GAAP. Published target: operating loss improves beyond -$25.9 million. Target period is not explicitly aligned with this observation. Aug 5, 202621,650,000 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. |
Grow revenue to about $465 million in 2026 | A primary condition in Pursuit Attractions & Hospitality, Inc.'s published investment case. The stated target is >= $465 million. | Intact | revenue falls below $366 million in FY26 | Revenue: $251.53M FY2026-Q3; GAAP. Published target: >= $465 million. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 2026251,530,000 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.
$1.85 → $1.86 · observed estimates
$0.49B → $0.50B · 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 | $1.85 | $490,470,500 | 3 / 3 |
| 2026-07-25 | $1.80 | $490,470,500 | 3 / 4 |
| 2026-07-26 | $1.80 | $490,470,500 | 3 / 4 |
| 2026-07-27 | $1.89 | $485,400,000 | 1 / 1 |
| 2026-07-28 | $1.85 | $490,470,500 | 2 / 2 |
| 2026-07-29 | $1.89 | $485,400,000 | 1 / 1 |
| 2026-07-30 | $1.85 | $490,470,500 | 2 / 2 |
| 2026-07-31 | $1.89 | $485,400,000 | 1 / 1 |
| 2026-08-01 | $1.85 | $490,470,500 | 2 / 2 |
| 2026-08-02 | $1.89 | $485,400,000 | 1 / 1 |
| 2026-08-03 | $1.85 | $490,470,500 | 2 / 2 |
| 2026-08-04 | $1.89 | $485,400,000 | 1 / 1 |
| 2026-08-05 | $1.89 | $485,400,000 | 1 / 1 |
| 2026-08-06 | $1.85 | $490,470,500 | 2 / 2 |
| 2026-08-07 | $1.83 | $491,748,750 | 2 / 2 |
| 2026-08-08 | $1.83 | $491,748,750 | 2 / 2 |
| 2026-08-09 | $1.83 | $491,748,750 | 2 / 2 |
| 2026-08-10 | $1.83 | $491,748,750 | 2 / 2 |
| 2026-08-12 | $1.89 | $498,789,500 | 3 / 4 |
| 2026-08-13 | $1.89 | $498,789,500 | 3 / 4 |
| 2026-08-14 | $1.83 | $491,748,750 | 2 / 2 |
| 2026-08-15 | $1.83 | $491,748,750 | 2 / 2 |
| 2026-08-16 | $1.83 | $491,748,750 | 3 / 3 |
| 2026-08-17 | $1.83 | $491,748,750 | 3 / 3 |
| 2026-08-18 | $1.83 | $491,748,750 | 3 / 3 |
| 2026-08-19 | $1.83 | $491,748,750 | 3 / 3 |
| 2026-08-20 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-21 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-22 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-23 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-24 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-25 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-26 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-27 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-28 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-29 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-30 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-08-31 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-01 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-02 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-03 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-04 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-05 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-06 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-07 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-08 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-09 | $1.90 | $498,789,500 | 3 / 3 |
| 2026-09-10 | $1.90 | $500,989,000 | 3 / 3 |
| 2026-09-11 | $1.90 | $500,989,000 | 3 / 3 |
| 2026-09-12 | $1.90 | $500,989,000 | 3 / 3 |
| 2026-09-13 | $1.90 | $500,989,000 | 3 / 3 |
| 2026-09-14 | $1.90 | $500,989,000 | 3 / 3 |
| 2026-09-15 | $1.86 | $500,268,500 | 3 / 3 |
| 2026-09-16 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-17 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-18 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-19 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-20 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-21 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-22 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-23 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-24 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-25 | $1.86 | $500,268,500 | 3 / 4 |
| 2026-09-26 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-09-27 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-09-28 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-09-29 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-09-30 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-01 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-02 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-03 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-04 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-05 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-06 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-07 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-08 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-09 | $1.86 | $500,017,714 | 4 / 4 |
| 2026-10-10 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-11 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-12 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-13 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-14 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-15 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-16 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-17 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-18 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-19 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-20 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-21 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-22 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-23 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-24 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-25 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-26 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-27 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-28 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-29 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-30 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-10-31 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-11-01 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-11-02 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-11-03 | $1.86 | $500,105,857 | 4 / 4 |
| 2026-11-04 | $1.86 | $500,105,857 | 4 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 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.