Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Tyra Biosciences, Inc. (TYRA)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$21.53+0.75%
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 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 TYRA 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 |
|---|---|---|---|---|
Improve earnings losses toward consensus estimates | A supporting condition in Tyra Biosciences, Inc.'s published investment case. The stated target is EPS loss narrows toward -2.55 in FY26 and -2.82 in FY27. | Broken | EPS losses worsen beyond -2.55 in FY26 or -2.82 in FY27 | Diluted EPS: $-0.69 per share FY2026-Q2; GAAP. Published target: EPS loss narrows toward -2.55 in FY26 and -2.82 in FY27. Reported actuals cannot certify a consensus target without an explicit period and accounting-basis binding. Aug 4, 2026-0.69 USD/share · 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. |
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.
Review earningsObserved 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 speculative growth, not an established earnings compounder, because the company is loss-making and has no reported revenue. The long-term thesis is on watch: clinical programs are moving forward, but recent financial performance is weak and the evidence snapshot has low overall confidence.
The snapshot gives no valuation multiple or direct measure of market expectations, so whether TYRA is cheap or expensive versus peers cannot be assessed. No pricing fragility gates fired, but that does not establish that expectations are modest.
Near-term fundamentals remain uncertain: TYRA recently missed earnings, has a run of consecutive misses, and faces a 51% estimated miss probability for the next print. Over the multi-year view, management is advancing its dabogratinib studies and BEACH301, while initial SURF302 data were expected in 2026; BEACH301 timing shifted from Q4 2026 to the end of Q1 2027.
The thesis depends on clinical progress and whether upcoming data support continued development, especially for SURF302 and the dabogratinib programs. Near term, another guidance cut or further weakening in the jobs report would add risk, while strong results and guidance from sector bellwethers could support the Healthcare backdrop.
Over the next 1 to 3 years, TYRA remains a high-risk clinical development story with meaningful milestones ahead, but weak recent performance and limited evidence make 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.
Report initial three-month complete response data by August 2026 | Tyra aims to report initial response data in August 2026. | Intact | Initial response data is not reported by August 2026 | Data reported Sept 9, 2026 vs Aug 2026 target Tyra announced initial SURF302 Phase 2 results on Sept 9, 2026, confirming the reporting milestone was met. 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. |
Release initial safety sentinel cohort results by Q4 2026 | They plan safety data from a sentinel cohort by Q4 2026. | Improving | Safety sentinel results are not released by Q4 2026 | 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. |
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.
$-2.87 → $-2.80 · observed estimates
$0.00B → $0.00B · 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 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-07-25 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-07-26 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-07-27 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-07-28 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-07-29 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-07-30 | $-2.86 | $3,100,000 | 14 / 12 |
| 2026-07-31 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-08-01 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-08-02 | $-2.86 | $3,100,000 | 14 / 12 |
| 2026-08-03 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-08-04 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-08-05 | $-2.86 | $3,100,000 | 14 / 12 |
| 2026-08-06 | $-2.87 | $3,381,818 | 12 / 8 |
| 2026-08-08 | $-2.97 | $3,381,818 | 12 / 6 |
| 2026-08-09 | $-2.92 | $0 | 14 / 12 |
| 2026-08-10 | $-2.97 | $3,381,818 | 12 / 6 |
| 2026-08-12 | $-2.97 | $3,381,818 | 12 / 6 |
| 2026-08-13 | $-2.95 | $0 | 14 / 12 |
| 2026-08-14 | $-2.97 | $3,381,818 | 12 / 6 |
| 2026-08-15 | $-2.97 | $3,381,818 | 12 / 6 |
| 2026-08-16 | $-2.97 | $3,381,818 | 12 / 6 |
| 2026-08-17 | $-2.97 | $3,381,818 | 12 / 6 |
| 2026-08-18 | $-2.97 | $3,381,818 | 12 / 6 |
| 2026-08-19 | $-2.97 | $3,381,818 | 12 / 6 |
| 2026-08-20 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-21 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-22 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-23 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-24 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-25 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-26 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-27 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-28 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-29 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-30 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-08-31 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-01 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-02 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-03 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-04 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-05 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-06 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-07 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-08 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-09 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-10 | $-2.98 | $3,381,818 | 12 / 8 |
| 2026-09-11 | $-2.91 | $3,381,818 | 12 / 8 |
| 2026-09-12 | $-2.91 | $3,381,818 | 12 / 8 |
| 2026-09-13 | $-2.91 | $3,381,818 | 12 / 8 |
| 2026-09-14 | $-2.91 | $3,381,818 | 12 / 8 |
| 2026-09-15 | $-2.91 | $3,381,818 | 12 / 8 |
| 2026-09-16 | $-2.90 | $3,381,818 | 12 / 8 |
| 2026-09-17 | $-2.90 | $3,381,818 | 12 / 8 |
| 2026-09-18 | $-2.90 | $3,381,818 | 12 / 8 |
| 2026-09-19 | $-2.90 | $3,381,818 | 12 / 8 |
| 2026-09-20 | $-2.90 | $3,381,818 | 12 / 8 |
| 2026-09-21 | $-2.90 | $3,381,818 | 12 / 8 |
| 2026-09-22 | $-2.90 | $3,381,818 | 12 / 8 |
| 2026-09-23 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-09-24 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-09-25 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-09-26 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-09-27 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-09-28 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-09-29 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-09-30 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-01 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-02 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-03 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-04 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-05 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-06 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-07 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-08 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-09 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-10 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-11 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-12 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-13 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-14 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-15 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-16 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-17 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-18 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-19 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-20 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-21 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-22 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-23 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-24 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-25 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-26 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-27 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-28 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-29 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-30 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-10-31 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-11-01 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-11-02 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-11-03 | $-2.80 | $3,381,818 | 12 / 8 |
| 2026-11-04 | $-2.80 | $3,381,818 | 12 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 14 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
0 raises · 0 cuts · 0 unchanged · 1 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.
2 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.