Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Seer Inc (SEER)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$1.63-4.12%
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 SEER 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 gross profit margin | The company targets maintaining its gross profit margin despite revenue challenges. | Improving | gross profit margin declines significantly below recent levels | Gross margin: 48.55% FY2026-Q2; GAAP. Published target: maintain or improve gross profit margin near recent levels. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 202648.549323 percent · calculatedLast 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 10, 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 growth business, not a proven earnings compounder: it is loss-making and carries high risk. The thesis is in a watch state, with recent financial performance below its industry cohort, though it has not freshly broken.
The valuation model describes SEER as cheap versus peers, while also showing a sizable expectations gap and medium confidence. The evidence labels what is priced in as justified and reports low fragility, but does not spell out the market’s specific assumptions.
Near term, execution remains uncertain: first-quarter 2026 revenue was lower year over year, and operating income was negative. Management’s 2026 revenue goal remains $16 million to $18 million, while collaboration activity and a favorable patent decision offer specific progress but have not yet shown broad commercial or financial effects; next-quarter miss risk is elevated.
The multi-year thesis hinges on whether collaborations, third-party validation, and intellectual property progress translate into stronger commercial revenue. Near term, a guidance cut or weaker employment data could weigh on the business context, while continued strength among healthcare bellwethers could support sector momentum.
Over the next 1 to 3 years, SEER’s case depends on converting scientific and partnership activity into sustained revenue growth, while managing losses and execution risk. The evidence is mixed, with limited commercial proof so far. 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 Seer Inc's published investment case. The stated target is maintain strategic direction and avoid disruptive leadership changes. |
| Under Pressure |
| proxy fight or takeover bid leads to major leadership disruption |
Proxy fight active vs no disruption target Activist proxy fight launched May 2026; board rejected revised takeover bid May 21, 2026. 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. |
Achieve $16M-$18M revenue in 2026 | A primary condition in Seer Inc's published investment case. The stated target is >= $16M total revenue. | Intact | full-year 2026 revenue falls below $16M | Revenue: $3.102M FY2026-Q2; GAAP. Published target: >= $16M total revenue. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 20263,102,000 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. Management contextStated in 1 of 2 supplied quarters. Management reported: “2026 Guidance Seer continues to expect full year 2026 revenue to be in the range of $16 million to $18 million, representing growth of 3% at the midpoint over full year 2025.” “First Quarter 2026 Financial Results Revenue was $2.8 million for the first quarter of 2026, a 34% decrease from $4.2 million for the corresponding prior year period, primarily due to the continued depressed academic funding environment and competitive activity in the space we have pioneered.” Revenue was $2.793 million in 2026-Q1. Delivery assessment Nov 4, 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.
$-0.98 → $-1.06 · observed estimates
$0.02B → $0.02B · 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 | $-0.98 | $20,750,000 | 1 / 1 |
| 2026-07-25 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-07-26 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-07-27 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-07-28 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-07-29 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-07-30 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-07-31 | $-0.98 | $20,750,000 | 2 / 2 |
| 2026-08-01 | $-0.98 | $20,750,000 | 2 / 2 |
| 2026-08-02 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-08-03 | $-0.98 | $20,750,000 | 2 / 2 |
| 2026-08-04 | $-0.98 | $20,750,000 | 2 / 2 |
| 2026-08-05 | $-0.98 | $20,750,000 | 2 / 2 |
| 2026-08-06 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-08-08 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-08-09 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-08-10 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-08-12 | $-0.98 | $20,950,000 | 2 / 2 |
| 2026-08-13 | $-0.98 | $20,750,000 | 2 / 2 |
| 2026-08-14 | $-0.98 | $20,750,000 | 2 / 2 |
| 2026-08-15 | $-0.98 | $20,750,000 | 2 / 2 |
| 2026-08-16 | $-0.98 | $20,750,000 | 1 / 2 |
| 2026-08-17 | $-0.98 | $20,750,000 | 1 / 2 |
| 2026-08-18 | $-0.98 | $20,750,000 | 1 / 2 |
| 2026-08-19 | $-0.98 | $20,750,000 | 1 / 2 |
| 2026-08-20 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-21 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-22 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-23 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-24 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-25 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-26 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-27 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-28 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-29 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-30 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-08-31 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-01 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-02 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-03 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-04 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-05 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-06 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-07 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-08 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-09 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-10 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-11 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-12 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-13 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-14 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-15 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-16 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-17 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-18 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-19 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-20 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-21 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-22 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-23 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-24 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-25 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-26 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-27 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-28 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-29 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-09-30 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-01 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-02 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-03 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-04 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-05 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-06 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-07 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-08 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-09 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-10 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-11 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-12 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-13 | $-1.05 | $19,400,000 | 1 / 2 |
| 2026-10-14 | $-1.05 | $19,400,000 | 2 / 2 |
| 2026-10-15 | $-1.05 | $19,400,000 | 2 / 2 |
| 2026-10-16 | $-1.05 | $19,400,000 | 2 / 2 |
| 2026-10-17 | $-1.05 | $19,400,000 | 2 / 2 |
| 2026-10-18 | $-1.05 | $19,400,000 | 2 / 2 |
| 2026-10-19 | $-1.05 | $19,400,000 | 2 / 2 |
| 2026-10-20 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-21 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-22 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-23 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-24 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-25 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-26 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-27 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-28 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-29 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-30 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-10-31 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-11-01 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-11-02 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-11-03 | $-1.06 | $19,250,000 | 2 / 2 |
| 2026-11-04 | $-1.06 | $19,250,000 | 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.
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.