Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQInformation TechnologySemiconductorsSnapshot 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 WATT 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 |
|---|---|---|---|---|
Increase gross profit to at least $1.1M in 2026-Q1 | Gross profit improved to $1.1M in early 2026. | Broken | gross profit falls below $0.9M in 2026-Q1 | Gross profit: $94,000 FY2026-Q2; GAAP. Published target: >=1.1 USD_MILLIONS. Target period ends 2026-03-31; this observation covers 2026-Q2. Aug 13, 202694,000 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. |
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 11, 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 speculative growth business, not an established earnings compounder: it remains loss-making and its risk level is high. The long-term thesis is on watch, with management making progress on revenue growth and commercial deployment but recent performance still well below its industry cohort.
The valuation carries a 1.7-times premium versus peers, linked to expectations of durable growth, while the expectations gap is negative. The model labels the premium justified and finds low fragility, but valuation fell sharply and the signal shifted from mixed to cautious, so the market’s growth expectations remain a key test.
Near term, revenue growth and expanded manufacturing capacity are positive signs: year-to-date 2026 revenue exceeded all of 2025, and management reports no product returns since commercial production began. Still, the company is loss-making, recent financial performance is weak, and an earnings miss in August plus erratic surprises make the next report a meaningful risk.
Over the next few quarters, the main test is whether revenue growth continues alongside wider commercial deployment, without guidance cuts. Rate cuts or stabilization among large technology companies could support the sector backdrop, while another miss or weaker guidance would challenge the thesis.
For a 1-to-3-year view, WATT offers evidence of commercial progress but has not yet shown that growth can overcome weak results and high risk. The thesis depends on continued execution and steadier financial performance. 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 reduce losses further and grow sales. |
| Intact |
| operating losses worsen beyond -$3.6M in 2026-Q1 |
Operating income: $-3.193M FY2026-Q2; GAAP. Published target: >=-1.85 USD_MILLIONS. Target period ends 2026-03-31; this observation covers 2026-Q2. Aug 13, 2026-3,193,000 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. |
Achieve at least $5.6M revenue in 2025 | A primary condition in ENERGOUS CORP's published investment case. The stated target is >=5.6 USD_MILLIONS. | Improving | revenue falls below $3M in 2025 | Revenue: $3.089M FY2026-Q2; GAAP. Published target: >=5.6 USD_MILLIONS. Target period ends 2025-12-31; this observation covers 2026-Q2. Aug 13, 20263,089,000 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.
$0.73 → $-0.29 · observed estimates
$0.04B → $0.03B · 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 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-07-25 | $0.81 | $37,500,000 | 1 / 1 |
| 2026-07-26 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-07-27 | $0.81 | $37,500,000 | 1 / 1 |
| 2026-07-28 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-07-29 | $0.81 | $37,500,000 | 1 / 1 |
| 2026-07-30 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-07-31 | $0.81 | $37,500,000 | 1 / 1 |
| 2026-08-01 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-02 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-03 | $0.81 | $37,500,000 | 1 / 1 |
| 2026-08-04 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-05 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-06 | $0.81 | $37,500,000 | 1 / 1 |
| 2026-08-08 | $0.81 | $37,500,000 | 1 / 1 |
| 2026-08-09 | $0.81 | $37,500,000 | 1 / 1 |
| 2026-08-10 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-12 | $0.81 | $37,500,000 | 1 / 1 |
| 2026-08-13 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-14 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-15 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-16 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-17 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-18 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-19 | $0.73 | $37,500,000 | 1 / 1 |
| 2026-08-20 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-21 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-22 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-23 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-24 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-25 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-26 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-27 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-28 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-29 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-30 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-08-31 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-01 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-02 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-03 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-04 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-05 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-06 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-07 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-08 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-09 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-10 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-11 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-12 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-13 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-14 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-15 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-16 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-17 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-18 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-19 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-20 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-21 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-22 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-23 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-24 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-25 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-26 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-27 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-28 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-29 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-09-30 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-01 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-02 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-03 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-04 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-05 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-06 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-07 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-08 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-09 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-10 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-11 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-12 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-13 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-14 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-15 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-16 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-17 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-18 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-19 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-20 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-21 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-22 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-23 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-24 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-25 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-26 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-27 | $0.72 | $37,500,000 | 1 / 1 |
| 2026-10-28 | $-0.29 | $31,194,000 | 1 / 1 |
| 2026-10-29 | $-0.29 | $31,194,000 | 1 / 1 |
| 2026-10-30 | $-0.29 | $31,194,000 | 1 / 2 |
| 2026-10-31 | $-0.29 | $31,194,000 | 1 / 1 |
| 2026-11-01 | $-0.29 | $31,194,000 | 1 / 1 |
| 2026-11-02 | $-0.29 | $31,194,000 | 1 / 1 |
| 2026-11-03 | $-0.29 | $31,194,000 | 1 / 1 |
| 2026-11-04 | $-0.29 | $31,194,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 0 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.
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.