Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Silvercrest Asset Management Group, Inc. (SAMG)
NASDAQFinancialsAsset ManagementSnapshot 2026-11-04
$10.95+1.48%
Close 2026-11-04 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 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
0.96 → 0.96 EPS · FY ending Dec 31, 2027 · 1 analyst
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 1; 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 SAMG 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 |
|---|---|---|---|---|
Manage debt and credit agreements prudently | A supporting condition in Silvercrest Asset Management Group, Inc.'s published investment case. The stated target is No material debt covenant breaches or defaults. | Intact | breach of debt covenants or default | 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.
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 small-cap financial business with a growth-and-execution thesis, not a proven durable compounder. The thesis state is watch: the latest earnings beat lifted company momentum, but the evidence still shows mixed delivery on recurring priorities and fragile earnings quality.
SAMG is expensive versus peers, with a 1.49 premium factor, and the valuation evidence points to a possible re-rating as the key driver. The priced-in tag is justified, with low fragility, so the evidence does not suggest that weak execution alone has fully concentrated the risks in expectations.
Near term, revenue rose to $32.7 million in the third quarter of 2026 from $31.3 million a year earlier, and the October 29 earnings beat improved recent momentum. But institutional inflows were mixed, expenses rose, and management has not quantified revenue from its infrastructure work; the elevated miss risk and prior earnings miss keep execution uncertain.
Over the next year, the thesis hinges on converting the institutional pipeline into funded mandates and showing that global distribution work contributes measurable revenue while costs stay aligned with growth. A guidance cut would be a meaningful negative, while continued strong results and higher guidance from sector bellwethers such as BLK, BX, and KKR would support sector momentum; the effect of rate cuts is another risk to watch.
For the 1-to-3-year view, SAMG has improved near-term momentum but still faces elevated execution risk and an expensive valuation. The long-term thesis depends on turning recurring priorities into measurable growth and sustaining results after the latest beat. 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 supporting condition in Silvercrest Asset Management Group, Inc.'s published investment case. The stated target is Continue quarterly dividend payments. |
| Intact |
| dividends are cut or suspended |
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. |
EPS improvement toward $0.90 in 2027 | A primary condition in Silvercrest Asset Management Group, Inc.'s published investment case. The stated target is EPS >= $0.90 in FY27. | Improving | EPS falls below $0.90 in FY27 | 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. |
Growth in Global and International Equity strategies | Silvercrest aims to grow Global and International Equity strategies. | Broken | revenue growth falls below 3.6% next year | 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.
$0.90 → $0.96 · observed estimates
$0.13B → $0.14B · 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 | $0.90 | $132,171,000 | 1 / 1 |
| 2026-07-25 | $0.90 | $132,171,000 | 1 / 1 |
| 2026-07-26 | $0.90 | $132,171,000 | 1 / 1 |
| 2026-07-27 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-07-28 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-07-29 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-07-30 | $0.90 | $132,171,000 | 1 / 1 |
| 2026-07-31 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-01 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-02 | $0.90 | $132,171,000 | 1 / 1 |
| 2026-08-03 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-04 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-05 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-06 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-08 | $0.94 | $136,232,000 | 1 / 1 |
| 2026-08-09 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-10 | $0.94 | $136,232,000 | 1 / 1 |
| 2026-08-12 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-13 | $0.94 | $136,232,000 | 1 / 1 |
| 2026-08-14 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-15 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-16 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-17 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-18 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-19 | $0.94 | $134,335,500 | 1 / 1 |
| 2026-08-20 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-21 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-22 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-23 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-24 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-25 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-26 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-27 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-28 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-29 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-30 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-08-31 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-01 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-02 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-03 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-04 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-05 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-06 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-07 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-08 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-09 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-10 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-11 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-12 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-13 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-14 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-15 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-16 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-17 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-18 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-19 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-20 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-21 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-22 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-23 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-24 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-25 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-26 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-27 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-28 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-29 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-09-30 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-01 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-02 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-03 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-04 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-05 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-06 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-07 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-08 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-09 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-10 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-11 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-12 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-13 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-14 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-15 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-16 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-17 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-18 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-19 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-20 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-21 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-22 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-23 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-24 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-25 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-26 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-27 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-28 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-29 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-30 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-10-31 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-11-01 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-11-02 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-11-03 | $0.96 | $137,366,000 | 1 / 1 |
| 2026-11-04 | $0.96 | $137,366,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 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.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 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.