Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
SEAPORT THERAPEUTICS INC (SPTX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$20.96+3.76%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 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 SPTX 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 |
|---|---|---|---|---|
Advance clinical trials for GlyphAllo in major depressive disorder | Seaport Therapeutics advances its clinical trials for major depression. | Intact | Topline data from the BUOY-1 trial is not released by 2027-H1 | Qualitative condition This condition has no defined numerical measure. 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 2 of 2 supplied quarters. Management reported: “Topline data from the BUOY-1 trial are expected in the first half of 2027.” “The trial met its primary endpoint, showing that evening dosing of GlyphAllo at 375 mg did not impair next-morning driving performance compared to placebo on Day 5, following multiple-day dosing.” |
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
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 clinical-development company, not an established earnings compounder. Its programs are reported on track, but the thesis state is insufficient because there is not enough recent financial history to assess performance.
The evidence does not provide a valuation level or clear account of market expectations, so it is not possible to judge whether the shares look cheap, fair, or expensive versus peers. No fragility signals were identified, but that does not resolve the broader uncertainty.
Near term, earnings-miss risk is elevated: SPTX missed its two most recent reported quarters, and the snapshot flags a high chance of another miss. In the multi-year view, management says GlyphAllo’s Phase 2b trial and Glyph2BLSD preclinical work are on track; GlyphAgo trial plans remain a watch item. The company reported no revenue and a net loss of $62.6 million in 2026-Q2.
The central swing factor is whether clinical programs meet their stated timelines and produce useful evidence, including expected GlyphAllo topline data in the first half of 2027. Near-term sector conditions are mixed: stronger results from healthcare bellwethers could sustain a tailwind, while weaker jobs data or disappointing bellwether results could weigh on cyclical names and fade that support.
Over the next one to three years, SPTX remains a high-uncertainty clinical-development thesis with reported program progress but no revenue, ongoing losses, and elevated near-term earnings risk. The evidence is too limited to make a firm assessment of its market expectations. 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.
Achieve revenue generation from clinical trials | Seaport Therapeutics advances its clinical trials for major depression. | Intact | Revenue generation does not occur by 2028 | 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. Management contextStated in 2 of 2 supplied quarters. Management reported: “Topline data from the BUOY-1 trial are expected in the first half of 2027.” “The trial met its primary endpoint, showing that evening dosing of GlyphAllo at 375 mg did not impair next-morning driving performance compared to placebo on Day 5, following multiple-day dosing.” Delivery assessment Nov 4, 2026 |
Complete first-in-human-enabling studies for Glyph2BLSD by end of 2027 | A supporting condition in SEAPORT THERAPEUTICS INC's published investment case. The stated target is Completion of first-in-human-enabling studies expected by 2027-Q4. | Intact | Completion of first-in-human-enabling studies is not achieved by 2027-Q4 | Qualitative condition This condition has no defined numerical measure. 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 2 of 2 supplied quarters. Management reported: “Third Quarter 2026 Financial Results • Cash Position: Cash, cash equivalents, and investments totaled $403.8 million as of September 30, 2026.” “Completion of first-in-human-enabling studies is expected by year-end 2027.” 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.
$-2.45 → $-2.52 · observed estimates
FY2027 revenue: comparable history unavailable.
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 |
|---|---|---|---|
| 2026-08-03 | $-2.45 | Unavailable | 4 / 0 |
| 2026-08-04 | $-2.45 | Unavailable | 4 / 0 |
| 2026-08-05 | $-2.45 | Unavailable | 4 / 0 |
| 2026-08-06 | $-2.45 | Unavailable | 4 / 0 |
| 2026-08-08 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-09 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-10 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-12 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-13 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-14 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-15 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-16 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-17 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-18 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-19 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-20 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-21 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-22 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-23 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-24 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-25 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-26 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-27 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-28 | $-2.62 | Unavailable | 4 / 0 |
| 2026-08-29 | $-2.61 | Unavailable | 5 / 0 |
| 2026-08-30 | $-2.61 | Unavailable | 5 / 0 |
| 2026-08-31 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-01 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-02 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-03 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-04 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-05 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-06 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-07 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-08 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-09 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-10 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-11 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-12 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-13 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-14 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-15 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-16 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-17 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-18 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-19 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-20 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-21 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-22 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-23 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-24 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-25 | $-2.61 | Unavailable | 5 / 0 |
| 2026-09-26 | $-2.58 | Unavailable | 5 / 0 |
| 2026-09-27 | $-2.58 | Unavailable | 5 / 0 |
| 2026-09-28 | $-2.58 | Unavailable | 5 / 0 |
| 2026-09-29 | $-2.58 | Unavailable | 5 / 0 |
| 2026-09-30 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-01 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-02 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-03 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-04 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-05 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-06 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-07 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-08 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-09 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-10 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-11 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-12 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-13 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-14 | $-2.58 | Unavailable | 5 / 0 |
| 2026-10-15 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-16 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-17 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-18 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-19 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-20 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-21 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-22 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-23 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-24 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-25 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-26 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-27 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-28 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-29 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-30 | $-2.54 | Unavailable | 6 / 0 |
| 2026-10-31 | $-2.54 | Unavailable | 6 / 0 |
| 2026-11-01 | $-2.54 | Unavailable | 6 / 0 |
| 2026-11-02 | $-2.54 | Unavailable | 6 / 0 |
| 2026-11-03 | $-2.52 | Unavailable | 6 / 0 |
| 2026-11-04 | $-2.52 | Unavailable | 6 / 0 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 1 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.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
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.