Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-05
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
0.89 → 0.90 EPS · FY ending Dec 31, 2027 · 3 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 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 3; 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 RDNT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations improves | The company raised free cash flow guidance to $122 million for 2026. | Intact | cash from operations falls below $70 million next year | Cash from operations: $87.76M FY2026-Q2; GAAP. Published target: >= $78 million cash from operations. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 10, 202687,760,000 USD · source valueLast status assessment Nov 5, 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.
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 growth-focused healthcare business with recent strong financial performance, but it is loss-making and carries elevated risk. The long-term thesis is intact, though the overall signal has recently shifted from mildly favorable to mixed.
The evidence describes RDNT as expensive versus peers, with an expectations gap that suggests the market already assumes meaningful progress. The pricing fragility rating is low because expense is the main concern, rather than a combination of expensive valuation, weak fundamentals, and turbulent conditions.
Near-term results have been strong: imaging center revenue grew, and management raised 2026 imaging center revenue guidance. Digital Health revenue and recurring revenue also expanded, while its profitability progress was mixed; partnership activity continues but is not uniformly on track. Earnings surprises have been erratic and trending down, so guidance delivery remains a key near-term risk.
The multi-year view depends on continued imaging growth, better profitability from DeepHealth, and progress in health system partnerships. A guidance cut after the recent increase would damage management credibility, while continued weakness in jobs data could weigh on cyclical healthcare names. Strong results and higher guidance from sector peers could support the broader healthcare backdrop.
Over the next 1 to 3 years, RDNT’s thesis rests on sustaining recent growth and converting digital expansion into stronger profitability, against elevated execution risk and an expensive peer-relative valuation. 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.
| The company raised free cash flow guidance to $122 million for 2026. |
| Intact |
| free cash flow falls below $112 million in 2026 |
Free cash flow: $17.828M FY2026-Q2; GAAP. Published target: Free cash flow >= $122 million in 2026. Target period ends 2026-12-31; this observation covers 2026-Q2. Aug 10, 202617,828,000 USD · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income improves from losses | A primary condition in RadNet, Inc.'s published investment case. The stated target is Operating income improves to positive territory. | Improving | operating income remains negative or worsens over next year | Operating income: $39.468M FY2026-Q2; GAAP. Published target: Operating income improves to positive territory. Target period is not explicitly aligned with this observation. Aug 10, 202639,468,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows through strategic acquisitions | RadNet grows revenue 22% yearly by buying strategic businesses like Gleamer SAS. | Intact | YoY revenue growth falls below ~18% next year | Revenue growth: 24.99% FY2026-Q2; GAAP. Published target: >=22% YoY revenue growth. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 10, 202624.986452 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in a supplied disclosure. Management reported: ““This is the next step in building an imaging company with comprehensive solutions that brings technology, radiology professional services and imaging operations together to address some of healthcare’s most pressing challenges and needs,” said Dr. Howard Berger, President and CEO of RadNet.” “Upon closing, ONRAD will become the foundation for RadNet’s third reportable operating segment, Radiology Professional Services.” Delivery assessment Nov 5, 2026 |
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.
$0.94 → $0.90 · observed estimates
$2.77B → $2.83B · 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 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-07-25 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-07-26 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-07-27 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-07-28 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-07-29 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-07-30 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-07-31 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-08-01 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-02 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-08-03 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-08-04 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-08-05 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-06 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-08-08 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-08-09 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-10 | $0.94 | $2,744,031,600 | 6 / 5 |
| 2026-08-12 | $0.91 | $2,759,633,800 | 6 / 5 |
| 2026-08-13 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-14 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-15 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-16 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-17 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-18 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-19 | $0.94 | $2,770,337,667 | 3 / 4 |
| 2026-08-20 | $0.89 | $2,782,244,833 | 3 / 4 |
| 2026-08-21 | $0.89 | $2,782,244,833 | 3 / 4 |
| 2026-08-22 | $0.89 | $2,782,244,833 | 3 / 4 |
| 2026-08-23 | $0.89 | $2,782,244,833 | 3 / 4 |
| 2026-08-24 | $0.89 | $2,782,244,833 | 3 / 4 |
| 2026-08-25 | $0.89 | $2,782,244,833 | 3 / 4 |
| 2026-08-26 | $0.89 | $2,782,244,833 | 3 / 4 |
| 2026-08-27 | $0.89 | $2,782,244,833 | 3 / 4 |
| 2026-08-28 | $0.89 | $2,782,244,833 | 3 / 4 |
| 2026-08-29 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-08-30 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-08-31 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-01 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-02 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-03 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-04 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-05 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-06 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-07 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-08 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-09 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-10 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-11 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-12 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-13 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-14 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-15 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-16 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-17 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-18 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-19 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-20 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-21 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-22 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-23 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-24 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-25 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-26 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-27 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-28 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-29 | $0.89 | $2,779,512,000 | 4 / 4 |
| 2026-09-30 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-01 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-02 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-03 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-04 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-05 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-06 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-07 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-08 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-09 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-10 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-11 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-12 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-13 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-14 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-15 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-16 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-17 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-18 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-19 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-20 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-21 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-22 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-23 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-24 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-25 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-26 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-27 | $0.89 | $2,779,470,833 | 4 / 4 |
| 2026-10-28 | $0.89 | $2,779,512,050 | 4 / 4 |
| 2026-10-29 | $0.90 | $2,827,845,383 | 4 / 4 |
| 2026-10-30 | $0.90 | $2,827,845,383 | 3 / 4 |
| 2026-10-31 | $0.90 | $2,827,845,383 | 3 / 4 |
| 2026-11-01 | $0.90 | $2,827,845,383 | 3 / 4 |
| 2026-11-02 | $0.90 | $2,827,845,383 | 3 / 4 |
| 2026-11-03 | $0.90 | $2,827,845,383 | 3 / 4 |
| 2026-11-04 | $0.90 | $2,827,845,383 | 3 / 4 |
| 2026-11-05 | $0.90 | $2,827,845,383 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 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.