Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
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 RAPP 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 |
|---|---|---|---|---|
Reduce losses and improve EPS trajectory | A supporting condition in Rapport Therapeutics, Inc.'s published investment case. The stated target is EPS loss narrows from -3.46 in FY26 to less negative in FY27. | Under Pressure | EPS loss worsens beyond -4.4 in FY27 | Diluted EPS: $-0.84 per share FY2026-Q3; GAAP. Published target: EPS loss narrows from -3.46 in FY26 to less negative in FY27. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 2026-0.84 USD/share · 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.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved 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 speculative growth, not an established earnings compounder: the company is loss-making, recent performance is weak, and risk is elevated. The long-term thesis is in a watch state, with confidence low and recent performance below its industry cohort.
The evidence provides no valuation comparison or specific measure of market expectations, so whether RAPP is cheap, fair, or expensive versus peers is unclear. No fragility gates fired, but that does not resolve the valuation uncertainty.
Near term, the latest quarter was missed, and the evidence flags a 45% miss probability into the next report; a guidance cut would add risk. Over the multi-year view, positive Phase 2 bipolar mania results and continued Phase 3 enrollment support RAP-219 progress, while the cash balance declined and the injectable program remains in early development.
The thesis hinges on RAP-219 advancing across epilepsy and bipolar mania, and on management sustaining its stated cash runway into the second half of 2029. Near-term outcomes also depend on guidance and the broader backdrop: weaker 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, RAPP's case rests on clinical progress and cash discipline, but weak results, elevated risk, and limited valuation evidence keep the long-term thesis uncertain. 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.
Initiate Phase 3 trials for RAP-219 in focal onset seizures | Rapport is advancing RAP-219 to Phase 3 trials by Q2 2026. | Improving | Phase 3 trials not initiated by end of Q2 2026 | 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. |
Topline results from ongoing trials expected in Q4 2026 | Topline trial results are expected in Q4 2026. | Intact | No topline results by end of Q4 2026 | Topline results reported Oct 2026 vs Q4 2026 target News confirms RAP-219 Phase 2 trial success in Oct 2026, meeting the Q4 2026 topline objective. 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. |
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.
$-4.40 → $-4.94 · observed estimates
$0.00B → Unavailable · 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 | $-4.40 | $0 | 8 / 12 |
| 2026-07-25 | $-4.42 | Unavailable | 7 / 0 |
| 2026-07-26 | $-4.40 | $0 | 8 / 12 |
| 2026-07-27 | $-4.40 | $0 | 8 / 12 |
| 2026-07-28 | $-4.40 | $0 | 8 / 12 |
| 2026-07-29 | $-4.27 | $0 | 9 / 13 |
| 2026-07-30 | $-4.27 | $0 | 9 / 13 |
| 2026-07-31 | $-4.32 | Unavailable | 8 / 0 |
| 2026-08-01 | $-4.32 | Unavailable | 8 / 0 |
| 2026-08-02 | $-4.27 | $0 | 9 / 13 |
| 2026-08-03 | $-4.32 | Unavailable | 8 / 0 |
| 2026-08-04 | $-4.32 | Unavailable | 8 / 0 |
| 2026-08-05 | $-4.27 | $0 | 9 / 13 |
| 2026-08-06 | $-4.27 | $0 | 9 / 13 |
| 2026-08-07 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-08 | $-4.85 | $0 | 9 / 12 |
| 2026-08-09 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-10 | $-4.85 | $0 | 9 / 12 |
| 2026-08-12 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-13 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-14 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-15 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-16 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-17 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-18 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-19 | $-4.94 | Unavailable | 8 / 0 |
| 2026-08-20 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-21 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-22 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-23 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-24 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-25 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-26 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-27 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-28 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-29 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-30 | $-4.94 | Unavailable | 9 / 0 |
| 2026-08-31 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-01 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-02 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-03 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-04 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-05 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-06 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-07 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-08 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-09 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-10 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-11 | $-4.97 | Unavailable | 9 / 0 |
| 2026-09-12 | $-4.97 | Unavailable | 9 / 0 |
| 2026-09-13 | $-4.97 | Unavailable | 9 / 0 |
| 2026-09-14 | $-4.97 | Unavailable | 9 / 0 |
| 2026-09-15 | $-4.97 | Unavailable | 9 / 0 |
| 2026-09-16 | $-4.97 | Unavailable | 9 / 0 |
| 2026-09-17 | $-4.97 | Unavailable | 9 / 0 |
| 2026-09-18 | $-4.97 | Unavailable | 9 / 0 |
| 2026-09-19 | $-4.97 | Unavailable | 9 / 0 |
| 2026-09-20 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-21 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-22 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-23 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-24 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-25 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-26 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-27 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-28 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-29 | $-4.94 | Unavailable | 9 / 0 |
| 2026-09-30 | $-4.94 | Unavailable | 9 / 0 |
| 2026-10-01 | $-4.94 | Unavailable | 9 / 0 |
| 2026-10-02 | $-4.94 | Unavailable | 9 / 0 |
| 2026-10-03 | $-4.94 | Unavailable | 9 / 0 |
| 2026-10-04 | $-4.94 | Unavailable | 9 / 0 |
| 2026-10-05 | $-4.94 | Unavailable | 9 / 0 |
| 2026-10-06 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-07 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-08 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-09 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-10 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-11 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-12 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-13 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-14 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-15 | $-4.86 | Unavailable | 9 / 0 |
| 2026-10-16 | $-4.90 | Unavailable | 10 / 0 |
| 2026-10-17 | $-4.90 | Unavailable | 10 / 0 |
| 2026-10-18 | $-4.90 | Unavailable | 11 / 0 |
| 2026-10-19 | $-4.90 | Unavailable | 11 / 0 |
| 2026-10-20 | $-4.90 | Unavailable | 11 / 0 |
| 2026-10-21 | $-4.95 | Unavailable | 11 / 0 |
| 2026-10-22 | $-4.95 | Unavailable | 11 / 0 |
| 2026-10-23 | $-4.94 | Unavailable | 11 / 0 |
| 2026-10-24 | $-4.94 | Unavailable | 11 / 0 |
| 2026-10-25 | $-4.94 | Unavailable | 11 / 0 |
| 2026-10-26 | $-4.94 | Unavailable | 11 / 0 |
| 2026-10-27 | $-4.94 | Unavailable | 11 / 0 |
| 2026-10-28 | $-4.94 | Unavailable | 11 / 0 |
| 2026-10-29 | $-4.94 | Unavailable | 11 / 0 |
| 2026-10-30 | $-4.94 | Unavailable | 11 / 0 |
| 2026-10-31 | $-4.94 | Unavailable | 11 / 0 |
| 2026-11-01 | $-4.94 | Unavailable | 11 / 0 |
| 2026-11-02 | $-4.94 | Unavailable | 11 / 0 |
| 2026-11-03 | $-4.94 | Unavailable | 11 / 0 |
| 2026-11-04 | $-4.94 | Unavailable | 11 / 0 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 16 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 5 recorded
2 raises · 2 cuts · 0 unchanged · 2 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.
2 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.