Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Voyager Therapeutics, Inc. (VYGR)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$1.72-8.02%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
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 VYGR 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 cash and reimbursements to cover expenses through 2028 | The company aims to have enough cash through 2028. | Intact | Cash runs out before end of 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 5, 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 clinical-stage biotechnology business, not an established earnings compounder. The long-term thesis is in a watch state: management has continued to prioritize tau programs and reduce expenses, but substantive clinical delivery is not yet evidenced in the supplied quarter.
The valuation signal says VYGR is cheap versus peers, while the expectations gap is negative; together, these suggest expectations are subdued rather than demanding. Confidence in that reading is low, and the evidence does not establish how much of the business risk is reflected in the valuation.
Near term, results remain loss-making, and the supplied financials show collaboration revenue fell year over year in Q2 2026. Lower R&D and G&A costs show execution on expense reductions, but cash and marketable securities declined from Q1 to Q2 even as management maintained its runway statement into 2028. The next call carries meaningful guidance risk, and the recent CEO transition adds uncertainty without further detail in the evidence.
Over the next few quarters, the thesis hinges on delivery of the anticipated VY1706 dosing and VY7523 imaging data, plus continued progress toward Alzheimer’s clinical milestones. The near-term downside scenario is a guidance cut or further weakening in jobs data, while stronger results and guidance from healthcare bellwethers could support the sector backdrop. Cash use and the credibility of the stated runway into 2028 remain important multi-year swing factors.
Over the next 1 to 3 years, VYGR remains a high-risk clinical-stage thesis with cost-cutting progress but limited evidence of clinical delivery and a declining cash balance in the supplied quarters. The valuation appears cheap versus peers, but confidence is low and the thesis depends on clinical progress, spending discipline, and runway execution. 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.
| Voyager plans to start a key Alzheimer's trial in 2026. |
| Intact |
| Trial not started by end of 2026 |
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 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Build strategic partnerships to support pipeline and growth | A supporting condition in Voyager Therapeutics, Inc.'s published investment case. The stated target is Ongoing strategic partnerships supporting growth. | Intact | No new partnerships or loss of key partners | 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 5, 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.
$-1.56 → $-1.31 · observed estimates
$0.06B → $0.05B · 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 | $-1.56 | $57,216,540 | 9 / 11 |
| 2026-07-25 | $-1.56 | $57,216,540 | 9 / 11 |
| 2026-07-26 | $-1.53 | $57,216,545 | 8 / 8 |
| 2026-07-27 | $-1.56 | $57,216,540 | 9 / 11 |
| 2026-07-28 | $-1.56 | $57,216,540 | 9 / 11 |
| 2026-07-29 | $-1.53 | $57,216,545 | 8 / 8 |
| 2026-07-30 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-07-31 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-01 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-02 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-03 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-04 | $-1.56 | $57,216,540 | 9 / 11 |
| 2026-08-05 | $-1.56 | $57,216,540 | 9 / 11 |
| 2026-08-06 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-08 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-09 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-10 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-12 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-13 | $-1.33 | $49,241,800 | 10 / 10 |
| 2026-08-14 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-15 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-16 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-17 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-18 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-19 | $-1.42 | $60,938,199 | 8 / 8 |
| 2026-08-20 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-21 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-22 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-23 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-24 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-25 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-26 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-27 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-28 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-29 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-30 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-08-31 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-01 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-02 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-03 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-04 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-05 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-06 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-07 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-08 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-09 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-10 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-11 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-12 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-13 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-14 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-15 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-16 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-17 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-18 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-19 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-20 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-21 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-22 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-23 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-24 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-25 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-26 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-27 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-28 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-29 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-09-30 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-01 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-02 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-03 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-04 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-05 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-06 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-07 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-08 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-09 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-10 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-11 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-12 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-13 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-14 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-15 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-16 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-17 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-18 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-19 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-20 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-21 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-22 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-23 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-24 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-25 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-26 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-27 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-28 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-29 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-30 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-10-31 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-11-01 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-11-02 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-11-03 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-11-04 | $-1.31 | $46,583,454 | 8 / 8 |
| 2026-11-05 | $-1.31 | $46,583,454 | 8 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 11 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 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 9, 2026
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.