Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Rocket Pharmaceuticals, Inc. (RCKT)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$2.44-6.70%
Close 2026-11-05 · 1-day change
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 RCKT 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 cash to fund operations into Q2 2028 | A primary condition in Rocket Pharmaceuticals, Inc.'s published investment case. The stated target is Cash and investments sufficient to fund operations through 2028-Q2. | Improving | Cash and investments fall below levels needed to fund operations into 2028-Q2 | 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 5, 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 clinical-stage biotech, not an established earnings compounder. The long-term thesis is on watch, with management showing progress on trial work and funding priorities but volatile execution and elevated risk.
The evidence provides no valuation multiple or clear measure of what the market expects, so whether RCKT is cheap or expensive versus peers cannot be assessed. The priced-in fragility signal is low, but that does not establish that expectations are modest.
Near term, the risk of an earnings miss is elevated after a recent miss, while losses mean there is no established earnings base. Management has maintained its expectation that available resources fund operations into the second quarter of 2028, completed the voucher sale, and resumed dosing in the pivotal RP-A501 trial. Cash declined between the first and second quarters of 2026, and the next earnings report and clinical progress remain important tests.
The multi-year view depends on continued progress in the RP-A501 trial and whether the cash runway remains consistent with management’s stated plan. A guidance cut or further weakening in jobs data would add near-term pressure, while strong results and guidance from healthcare bellwethers could support sector momentum.
RCKT has concrete funding and trial milestones, but its losses, recent relative weakness, and elevated risk 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.
| A primary condition in Rocket Pharmaceuticals, Inc.'s published investment case. The stated target is Operating losses near -$48.5 million per quarter. |
| Intact |
| Operating losses worsen significantly beyond -$48.5 million per quarter |
Operating income: $-46.922M FY2026-Q2; GAAP. Published target: Operating losses near -$48.5 million per quarter. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 10, 2026-46,922,000 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. |
Complete sale of Rare Pediatric Disease Priority Review Voucher | Rocket raised $180M selling a priority review voucher. | Intact | PRV sale not completed or proceeds not received by 2026-Q2 | 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. |
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.
$-1.18 → $-1.36 · observed estimates
$0.02B → $0.01B · 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 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-07-25 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-07-26 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-07-27 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-07-28 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-07-29 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-07-30 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-07-31 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-08-01 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-08-02 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-08-03 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-08-04 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-08-05 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-08-06 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-08-07 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-08-08 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-08-09 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-08-10 | $-1.18 | $19,799,670 | 5 / 12 |
| 2026-08-12 | $-1.27 | $10,755,330 | 6 / 10 |
| 2026-08-13 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-08-14 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-08-15 | $-1.27 | $19,784,154 | 7 / 8 |
| 2026-08-16 | $-1.27 | $19,784,154 | 7 / 8 |
| 2026-08-17 | $-1.27 | $19,784,154 | 7 / 8 |
| 2026-08-18 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-08-19 | $-1.27 | $19,784,154 | 7 / 9 |
| 2026-08-20 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-21 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-22 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-23 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-24 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-25 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-26 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-27 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-28 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-29 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-30 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-08-31 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-09-01 | $-1.31 | $10,660,855 | 7 / 9 |
| 2026-09-02 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-03 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-04 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-05 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-06 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-07 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-08 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-09 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-10 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-11 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-12 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-13 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-14 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-15 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-16 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-17 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-18 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-19 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-20 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-21 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-22 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-23 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-24 | $-1.33 | $11,272,450 | 7 / 9 |
| 2026-09-25 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-09-26 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-09-27 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-09-28 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-09-29 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-09-30 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-01 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-02 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-03 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-04 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-05 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-06 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-07 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-08 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-09 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-10 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-11 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-12 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-13 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-14 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-15 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-16 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-17 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-18 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-19 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-20 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-21 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-22 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-23 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-24 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-25 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-26 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-27 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-28 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-29 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-30 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-10-31 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-11-01 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-11-02 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-11-03 | $-1.36 | $11,272,450 | 7 / 9 |
| 2026-11-04 | $-1.36 | $11,272,450 | 7 / 9 |
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 · 6 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 4 recorded
0 raises · 0 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.
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.