Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Shutterstock, Inc. (SSTK)
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-11-04
$4.36+6.86%
Close 2026-11-04 · 1-day change
NYSECommunication ServicesInternet Content & InformationSnapshot 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
0.49 → 0.49 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 SSTK 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 dividend payments at $0.36 per share | The company aims to maintain its dividend of $0.36 per share and is cooperating with the FTC investigation. | Intact | dividend falls below $0.36 per share | Required source inputs unavailable Cannot calculate Dividend per share from the available matching source inputs. Missing inputs are not treated as zero. 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 5, 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 turnaround-style thesis, not a proven durable compounder. Its current state is watch: recent performance is weak, the sector backdrop is a headwind, and management execution has been volatile.
SSTK is tagged as cheap versus peers, but the valuation model shows a negative expectations gap, meaning expectations appear more demanding than the valuation label alone suggests. The priced-in signal is marked justified, with low fragility, so the evidence does not point to a clear disconnect between valuation and the business setup.
Near term, results remain under pressure: operating losses widened from the first to the second quarter of 2026 despite higher revenue. Cost reductions are ongoing, but have not yet translated into better operating income; data, distribution, and services revenue rose, though management says timing can make it vary. Momentum has weakened, and the recent CEO transition adds uncertainty around execution.
Over the multi-year view, the thesis hinges on whether the strategic reset and further expense cuts lead to sustained operating improvement, and whether data licensing and AI services growth proves durable. Near term, easing rates and continued strength from sector leaders such as GOOGL, GOOG, and META could support the sector backdrop; weaker results or guidance from those companies could remove that support.
The 1-to-3-year view is uncertain and execution-dependent: early progress in data services is not yet matched by stronger operating results, while leadership changes and a weak sector backdrop remain risks. 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.
| The company aims to maintain its dividend of $0.36 per share and is cooperating with the FTC investigation. |
| Intact |
| New FTC penalties or restrictions imposed |
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. |
Revenue stabilizes near $199 million per quarter | If it can stabilize revenue near $199 million per quarter, it may recover. | Improving | quarterly revenue falls below $199 million | Revenue: $221.801M FY2026-Q2; GAAP. Published target: >= $199 million per quarter. Target period is not explicitly aligned with this observation. Aug 7, 2026221,801,000 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. |
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.
$0.49 → $0.49 · observed estimates
$0.72B → $0.72B · 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 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-07-25 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-07-26 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-07-27 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-07-28 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-07-29 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-07-30 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-07-31 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-01 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-02 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-08-03 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-04 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-05 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-06 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-08 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-08-09 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-08-10 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-08-12 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-13 | $0.49 | $721,005,690 | 1 / 1 |
| 2026-08-14 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-15 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-16 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-17 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-18 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-19 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-20 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-21 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-22 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-23 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-24 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-25 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-26 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-27 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-28 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-29 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-30 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-08-31 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-01 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-02 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-03 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-04 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-05 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-06 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-07 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-08 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-09 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-10 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-11 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-12 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-13 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-14 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-15 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-16 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-17 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-18 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-19 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-20 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-21 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-22 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-23 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-24 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-25 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-26 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-27 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-28 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-29 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-09-30 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-01 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-02 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-03 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-04 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-05 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-06 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-07 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-08 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-09 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-10 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-11 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-12 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-13 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-14 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-15 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-16 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-17 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-18 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-19 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-20 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-21 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-22 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-23 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-24 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-25 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-26 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-27 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-28 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-29 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-30 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-10-31 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-11-01 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-11-02 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-11-03 | $0.49 | $721,005,691 | 1 / 1 |
| 2026-11-04 | $0.49 | $721,005,691 | 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.