Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQHealth CareMedical - DevicesSnapshot 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
0.12 → 0.00 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 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 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 QTI 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 position to fund growth via equity offerings | A supporting condition in QT Imaging Holdings Inc's published investment case. The stated target is Maintain sufficient capital to support growth initiatives. | Intact | failure to raise or maintain capital for growth | 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 10, 2026
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.
QTI is a high-risk growth business, not yet a proven compounder, because it remains loss-making despite fast revenue growth. Its long-term thesis is in a watch state: commercial progress is visible, but recent financial performance has lagged its industry cohort.
The valuation evidence points to QTI being cheap versus peers, while the model confidence is low. The expectations gap is negative, and the priced-in tag is justified, with no fragility gates triggered; this suggests expectations are not unusually stretched, though the evidence is limited.
Near term, revenue growth and the expanded U.S. sales team support management’s approximately $39 million 2026 revenue goal, which was reaffirmed in the latest evidence. However, the company is still loss-making, has missed across recent quarters, and faces a meaningful risk of missing again; guidance discipline remains important. Regulatory progress supports expansion, but global authorization progress is mixed.
The multi-year thesis depends on QTI sustaining commercial growth and turning its expanding distribution and regulatory access into continued revenue delivery. A guidance cut or further weakening in jobs data would add pressure, while strong results and guidance from healthcare bellwethers could support the sector backdrop.
Over the next 1 to 3 years, QTI offers a growth-led but high-risk business setup, with commercial momentum offset by losses, uneven performance, and execution uncertainty. The thesis hinges on continued revenue delivery and improved consistency. 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.
Expand market reach through new distribution agreements |
| New distribution deals expand market reach. |
| Intact |
| no new distribution agreements or loss of existing ones |
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. |
Achieve approximately $39 million revenue in fiscal year 2026 | A primary condition in QT Imaging Holdings Inc's published investment case. The stated target is >= $39 million. | Intact | revenue falls below $30 million in FY26 | Revenue: $7.435M FY2026-Q2; GAAP. Published target: >= $39 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 12, 20267,435,000 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.
$0.01 → $0.00 · observed estimates
$0.06B → $0.06B · 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 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-07-25 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-07-26 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-07-27 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-07-28 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-07-29 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-07-30 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-07-31 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-08-01 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-02 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-03 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-04 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-08-05 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-06 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-07 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-08 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-08-09 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-08-10 | $0.01 | $62,650,000 | 2 / 2 |
| 2026-08-12 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-13 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-14 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-15 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-16 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-17 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-18 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-19 | $0.01 | $62,650,000 | 1 / 2 |
| 2026-08-20 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-21 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-22 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-23 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-24 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-25 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-26 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-27 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-28 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-29 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-30 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-08-31 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-01 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-02 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-03 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-04 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-05 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-06 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-07 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-08 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-09 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-10 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-11 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-12 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-13 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-14 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-15 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-16 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-17 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-18 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-19 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-20 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-21 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-22 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-23 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-24 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-25 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-26 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-27 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-28 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-29 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-09-30 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-10-01 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-10-02 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-10-03 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-10-04 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-10-05 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-10-06 | $0.12 | $63,105,000 | 1 / 2 |
| 2026-10-07 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-08 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-09 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-10 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-11 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-12 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-13 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-14 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-15 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-16 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-17 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-18 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-19 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-20 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-21 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-22 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-23 | $0.05 | $60,742,000 | 1 / 3 |
| 2026-10-24 | $0.00 | $57,221,500 | 2 / 3 |
| 2026-10-25 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-10-26 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-10-27 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-10-28 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-10-29 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-10-30 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-10-31 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-11-01 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-11-02 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-11-03 | $0.00 | $57,221,500 | 2 / 4 |
| 2026-11-04 | $0.00 | $57,221,500 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 4 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.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
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.