Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Stabilis Solutions Inc (SLNG)
NASDAQEnergyOil & Gas IntegratedSnapshot 2026-11-04
$3.83-11.34%
Close 2026-11-04 · 1-day change
NASDAQEnergyOil & Gas IntegratedSnapshot 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
0.50 → 0.50 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 SLNG 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 |
|---|---|---|---|---|
Manage debt and financial obligations carefully | A supporting condition in Stabilis Solutions Inc's published investment case. The stated target is No new large off-balance sheet obligations in next 4 quarters. | Under Pressure | New large off-balance sheet obligations created | Off-balance sheet obligation created (Item 2.03) vs No new obligations Item 2.03 filed June 30, 2026, confirms creation of a direct financial obligation or off-balance sheet arrangement. 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. |
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.
Next earnings date unavailable
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, with a sector tailwind but high risk and a loss-making profile. Its long-term thesis is in a watch state: revenue momentum is building, while recent results remain below the industry cohort.
The valuation evidence describes SLNG as cheap versus peers, but also tags it as stretched, with a modest expectations gap. That mix suggests the shares may look inexpensive relative to peers even as the market has some growth expectations; the evidence does not show that the valuation is broadly fragile.
Near-term earnings risk is elevated: SLNG has a run of consecutive misses, and the next call could bring another guidance cut. Revenue rose from $10.4 million in the first quarter of 2026 to $11.9 million in the second, while adjusted EBITDA moved from a loss to a small profit; net loss widened slightly. Management expects 2027 revenue to exceed $100 million and second-half 2026 financial performance to improve, but those expectations are not yet established results.
The multi-year thesis depends on continued LNG demand, strong revenue growth, and whether improving adjusted EBITDA can lead to better overall financial performance. Galveston LNG regulatory progress is a strategic milestone, though the evidence does not tie it to revenue yet. Near term, guidance and earnings execution matter, while results and guidance from major energy companies could strengthen or weaken the sector tailwind.
Over the next 1 to 3 years, SLNG offers a growth story with early signs of operating improvement, but losses, execution risk, and a record of earnings misses leave the thesis uncertain. 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.
Improve financial performance after earnings misses |
| Management aims to improve financial results after recent losses. |
| Broken |
| Losses continue or worsen over next 4 quarters |
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. |
Revenue growth near $13.25 million in 2025 | Revenue is expected near $13.25 million in 2025. | Broken | Revenue falls below $10 million in FY25 | Revenue: $14.839M FY2026-Q3; GAAP. Published target: ~$13.25 million. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 202614,839,000 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 3 of 3 supplied quarters. Management reported: ““Demand across our aerospace end-market also remains strong, with revenues from aerospace customers increasing 49% year-over-year as launch and testing activity among our commercial space customers continues to drive LNG volumes.” ““Our second-quarter results were in line with our expectations, and demand recovered from the first-quarter low, led by 71% year-over-year growth in revenues from aerospace customers.”” 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.
$0.47 → $0.50 · observed estimates
$0.12B → $0.13B · 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 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-07-25 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-07-26 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-07-27 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-07-28 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-07-29 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-07-30 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-07-31 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-01 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-02 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-08-03 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-08-04 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-05 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-06 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-08-08 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-08-09 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-08-10 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-08-12 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-13 | $0.09 | $83,100,000 | 1 / 1 |
| 2026-08-14 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-15 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-16 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-17 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-18 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-19 | $0.47 | $119,563,500 | 1 / 1 |
| 2026-08-20 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-21 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-22 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-23 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-24 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-25 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-26 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-27 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-28 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-29 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-30 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-08-31 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-01 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-02 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-03 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-04 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-05 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-06 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-07 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-08 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-09 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-10 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-11 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-12 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-13 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-14 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-15 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-16 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-17 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-18 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-19 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-20 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-21 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-22 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-23 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-24 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-25 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-26 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-27 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-28 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-29 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-09-30 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-01 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-02 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-03 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-04 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-05 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-06 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-07 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-08 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-09 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-10 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-11 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-12 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-13 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-14 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-15 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-16 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-17 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-18 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-19 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-20 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-21 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-22 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-23 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-24 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-25 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-26 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-27 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-28 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-29 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-30 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-10-31 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-11-01 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-11-02 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-11-03 | $0.50 | $125,763,500 | 1 / 1 |
| 2026-11-04 | $0.50 | $125,763,500 | 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 · 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.