Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Stardust Power Inc (SDST)
NASDAQIndustrialsChemicals - SpecialtySnapshot 2026-11-04
$0.01-5.00%
Close 2026-11-04 · 1-day change
NASDAQIndustrialsChemicals - SpecialtySnapshot 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 SDST 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 | A primary condition in Stardust Power Inc's published investment case. The stated target is EPS improves from -$1.52 FY26 to better than -$0.9 FY27. | Improving | EPS fails to improve toward -$0.9 by 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. |
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.
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 high-risk, loss-making industrials business with a speculative growth case tied to lithium refining and battery supply-chain plans. The thesis is in watch status, and confidence in the evidence is low.
The snapshot provides no valuation or expectations data, so it does not support a clear view on whether SDST is cheap, fair, or expensive versus peers. Its recent relative weakness is noted, but that alone does not show what the market already assumes.
Near term, weak recent performance, volatile management, and elevated risk of an earnings miss point to an uncertain operating picture. The CFO transition and listing-rule notice add execution and regulatory concerns, while the lithium project, feedstock pipeline, and partnerships remain priorities to watch.
Over the next few quarters, execution on the Oklahoma refinery project, feedstock supply, and strategic partnerships will matter, but the evidence does not establish progress on these efforts. Sector signals also matter: continued strength from bellwether ASPN could support industrials sentiment, while weaker results or a weakening jobs trend could add pressure to cyclical businesses.
For the 1-to-3-year view, SDST remains a high-risk, loss-making case with an unproven project pipeline and weak recent performance. The thesis depends on management execution and sector conditions, and the evidence is limited. 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 Stardust Power Inc's published investment case. The stated target is No further major leadership departures or insider stock sales in next 4 quarters. |
| Under Pressure |
| Additional key executive departures or insider stock sales occur |
CFO departure + CEO sale CFO Udaychandra Devasper resigned; CEO Pujari sold $223k stock. 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. |
Maintain Nasdaq listing by meeting market value standards | Management aims to address Nasdaq listing requirements. | Under Pressure | Market value falls below $35 million 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 → $-0.66 · observed estimates
$0.20B → $0.20B · 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 | $200,000,000 | 1 / 1 |
| 2026-07-25 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-07-26 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-07-27 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-07-28 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-07-29 | $-0.90 | $0 | 1 / 1 |
| 2026-07-30 | $-0.90 | $0 | 1 / 1 |
| 2026-07-31 | $-0.90 | $0 | 1 / 1 |
| 2026-08-01 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-02 | $-0.90 | $0 | 1 / 1 |
| 2026-08-03 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-04 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-05 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-06 | $-0.90 | $0 | 1 / 1 |
| 2026-08-08 | $-0.90 | $0 | 1 / 1 |
| 2026-08-09 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-10 | $-0.90 | $0 | 1 / 1 |
| 2026-08-12 | $-0.90 | $0 | 1 / 1 |
| 2026-08-13 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-14 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-15 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-16 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-17 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-18 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-19 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-20 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-21 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-22 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-23 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-24 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-25 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-26 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-27 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-28 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-29 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-30 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-08-31 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-01 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-02 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-03 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-04 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-05 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-06 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-07 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-08 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-09 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-10 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-11 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-12 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-13 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-14 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-15 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-16 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-17 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-18 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-19 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-20 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-21 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-22 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-23 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-24 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-25 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-26 | $-0.90 | $200,000,000 | 1 / 1 |
| 2026-09-27 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-09-28 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-09-29 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-09-30 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-01 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-02 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-03 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-04 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-05 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-06 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-07 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-08 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-09 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-10 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-11 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-12 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-13 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-14 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-15 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-16 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-17 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-18 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-19 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-20 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-21 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-22 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-23 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-24 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-25 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-26 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-27 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-28 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-29 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-30 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-10-31 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-11-01 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-11-02 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-11-03 | $-0.66 | $200,000,000 | 1 / 1 |
| 2026-11-04 | $-0.66 | $200,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 1 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.
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.