Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Rank One Computing Corp (ROC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$3.620.00%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 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 ROC 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 |
|---|---|---|---|---|
Integrate Zuccaro Technical Consulting into ROC Evidence | Rank One Computing is expanding its ROC Evidence platform. | Intact | Integration delays beyond Q1 FY27 | Integration completed Aug 31, 2026 vs Q1 FY27 target ROC completed acquisition of Zuccaro Technical Consulting on August 31, 2026, satisfying the integration timeline target. 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. Management contextStated in a supplied disclosure. Management reported: “ZTC’s digital forensics technology and more than two decades of federal experience expand ROC Evidence’s capabilities for large-scale data ingestion, processing, and analysis, strengthening ROC’s ability to support major federal and national security programs at scale.” “The award also reinforces the strategic value of ROC’s acquisition of ZTC, bringing together teams that have worked alongside one another for many years with decades of operational experience supporting consequential investigations and events.” |
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 12, 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.
ROC is a small-cap, growth-sensitive technology business with a speculative, execution-dependent long-term thesis. The thesis is in a watch state, and confidence has recently fallen from medium to low.
The available valuation evidence shows ROC at a modest premium to peers, with the valuation model’s expectations aligned with its stated driver. The snapshot does not say exactly what growth or profitability the market assumes, and ROC is loss-making, so the expectations gap is unclear.
Near-term execution has some support: ROC reported an eight-year DOJ contract, and quarterly revenue rose from $2.5 million to $5.1 million between the first and second quarters of 2026. Still, recent performance is below its industry cohort, and the company has missed across recent quarters; the risk of another miss is worth watching.
Over the multi-year view, the key test is whether ROC can execute the DOJ contract and expand ROC Evidence into end-to-end investigative intelligence. Near term, easier rates or stabilization among large technology companies could help the sector backdrop, while GDP growth below 2% could weigh on growth-sensitive technology businesses.
ROC has signs of commercial progress, but losses, recent execution weakness, and low confidence leave the long-term thesis dependent on consistent delivery. The evidence is limited, and sector conditions add uncertainty over the next 1 to 3 years. 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.
Successfully execute the DOJ contract valued at $64.3 million | The company secured a $64.3 million contract with the DOJ. | Intact | Failure to secure contract milestones | DOJ contract executed (qualitative) ROC entered a Material Definitive Agreement with DOJ EOUSA on Sept 14, 2026, for a Digital Evidence Review Platform. 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. Management contextStated in a supplied disclosure. Management reported: “This eight-year DOJ contract has a total value of $64.3 million, including a committed one-year base period valued at approximately $7 million.” ““This win builds on the momentum from our recent federal ABIS award, ROC’s first win of a strategic beachhead customer, and represents another important step for ROC’s competitive technologies that are gaining adoption across the federal market,” added Swann.” Delivery assessment Nov 4, 2026 |
Achieve revenue of at least $20.6 million for FY26 | A primary condition in Rank One Computing Corp's published investment case. The stated target is >=20.6 million. | Intact | Revenue falls below $20 million for FY26 | Revenue: $5.093M FY2026-Q2; GAAP. Published target: >=20.6 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 13, 20265,092,982 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. Management contextStated in a supplied disclosure. Management reported: “This eight-year DOJ contract has a total value of $64.3 million, including a committed one-year base period valued at approximately $7 million.” ““This win builds on the momentum from our recent federal ABIS award, ROC’s first win of a strategic beachhead customer, and represents another important step for ROC’s competitive technologies that are gaining adoption across the federal market,” added Swann.” Delivery assessment Nov 4, 2026 |
Stored thesis · Oct 4, 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.
$0.00 → $-0.10 · observed estimates
$0.04B → $0.04B · 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 |
|---|---|---|---|
| 2026-09-07 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-08 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-09 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-10 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-11 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-12 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-13 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-14 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-15 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-16 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-17 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-18 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-19 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-20 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-21 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-22 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-23 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-24 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-25 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-26 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-27 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-28 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-29 | $0.00 | $45,000,000 | 1 / 1 |
| 2026-09-30 | $-0.10 | $35,625,000 | 1 / 1 |
| 2026-10-01 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-02 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-03 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-04 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-05 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-06 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-07 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-08 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-09 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-10 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-11 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-12 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-13 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-14 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-15 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-16 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-17 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-18 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-19 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-20 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-21 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-22 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-23 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-24 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-25 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-26 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-27 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-28 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-29 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-30 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-10-31 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-11-01 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-11-02 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-11-03 | $-0.10 | $35,625,000 | 2 / 2 |
| 2026-11-04 | $-0.10 | $35,625,000 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 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.
1 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.