Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
VERIFYME INC (VRME)
NASDAQIndustrialsSecurity & Protection ServicesSnapshot 2026-11-04
$1.48-10.30%
Close 2026-10-26 · 1-day change
NASDAQIndustrialsSecurity & Protection ServicesSnapshot 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
0.40 → 0.40 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 VRME yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete merger agreement steps with Open World | VerifyMe is actively pursuing a merger with Open World, completing three key merger agreement steps by 2026-Q2. | Recovered | fewer than 3 merger agreement steps completed by 2026-Q2 | 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. |
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.
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 high-risk, loss-making transition and merger story, not an established durable compounder. The long-term thesis is in a watch state: management is making progress on margins, but revenue growth and integration remain unproven.
VRME is expensive versus peers, while the valuation model has low confidence and points to a large expectations gap. The evidence tags the pricing as unjustified, but its fragility tier is low because the concern is valuation alone rather than a combination of expensive valuation, weak fundamentals, and turbulence.
Near term, revenue weakness and a history of a deep miss leave execution risk, though the current miss-risk assessment is quiet. In the multi-year view, margin improvement is evidence of progress, but revenue has fallen sharply during the transition and merger work, so growth depends on customer transitions, new customers, and completing integration.
The thesis hinges on whether the Open World merger is completed and legacy customers are transitioned while new customers are added. A guidance cut would be a meaningful negative; continued strength or weakness among industrial bellwethers could also affect the sector backdrop.
Over the next 1 to 3 years, VRME’s case depends on turning margin gains into a recovery in revenue while managing merger and leadership changes. The evidence is mixed, and the expensive valuation makes proof of execution important. 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 primary condition in VERIFYME INC's published investment case. The stated target is stock price above Nasdaq minimum bid price threshold by end 2026. |
| Improving |
| stock price remains below Nasdaq minimum bid price at 2026-Q4 |
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. |
Achieve positive and sustainable operating cash flow | The company aims to improve cash flow, which peaked at positive $710,000 in 2025-Q2. | Broken | operating cash flow remains negative over next 4 quarters | Cash from operations: $-291,000 FY2026-Q2; GAAP. Published target: positive operating cash flow sustained through next 4 quarters. Target period is not explicitly aligned with this observation. Aug 14, 2026-291,000 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. |
Stabilize and grow revenue | A supporting condition in VERIFYME INC's published investment case. The stated target is revenue growth at or above 1% YoY. | Broken | revenue growth falls below 1% YoY in FY26 | Revenue growth: -57.79% FY2026-Q2; GAAP. Published target: revenue growth at or above 1% YoY. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 2026-57.787611 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. |
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.
$0.04 → $0.40 · observed estimates
$0.01B → $0.01B · 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 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-07-25 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-07-26 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-07-27 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-07-28 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-07-29 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-07-30 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-07-31 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-01 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-02 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-03 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-04 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-05 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-06 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-08 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-09 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-10 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-12 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-13 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-14 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-15 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-16 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-17 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-18 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-19 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-20 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-21 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-22 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-23 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-24 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-25 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-26 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-27 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-28 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-29 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-30 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-08-31 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-01 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-02 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-03 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-04 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-05 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-06 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-07 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-08 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-09 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-10 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-11 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-12 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-13 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-14 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-15 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-16 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-17 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-18 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-19 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-20 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-21 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-22 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-23 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-24 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-25 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-26 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-27 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-28 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-29 | $0.04 | $13,969,000 | 1 / 1 |
| 2026-09-30 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-01 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-02 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-03 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-04 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-05 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-06 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-07 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-08 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-09 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-10 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-11 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-12 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-13 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-14 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-15 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-16 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-17 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-18 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-19 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-20 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-21 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-22 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-23 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-24 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-25 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-26 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-27 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-28 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-29 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-30 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-10-31 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-11-01 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-11-02 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-11-03 | $0.40 | $13,969,000 | 1 / 1 |
| 2026-11-04 | $0.40 | $13,969,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Monthly analyst history is unavailable.
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.
Nov 13, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 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.