Expectations trend
FY2028 · fiscal year ending 2028-03-31 · fmp
BEYOND AIR INC (XAIR)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
$2.33+0.43%
Close 2026-11-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 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 XAIR 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 cash from operations and manage liquidity | The company is improving cash flow, reducing operating losses from -$10.95M to -$7.17M. | Intact | Cash flow from operations falls below -$21.76M | Cash from operations: $-4.946M FY2027-Q1; GAAP. Published target: Cash from operations >= -4.95 million USD by 2026-Q4. The stored target says 2026-Q4; this source reports FY2027-Q1. Fiscal/calendar alignment needs review. Aug 13, 2026-4,946,000 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
FY2028 · fiscal year ending 2028-03-31 · 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 high-risk, loss-making commercial growth story, not an established durable compounder. The thesis is in a watch state: recent revenue progress is encouraging, but management execution is volatile and performance remains below its industry cohort.
The valuation evidence describes XAIR as cheap versus peers, with medium model confidence and a small premium-versus-peer measure. Valuation rose sharply in the recent period, but the snapshot does not provide enough detail to say what specific growth expectations the market already assumes; priced-in fragility is rated low.
Near term, execution must support reaffirmed 2026 revenue guidance and the 2027 growth plan. Quarterly revenue increased, preliminary September-quarter revenue was higher, and distribution coverage expanded to more than 45 countries, while the second-generation LungFit PH system remained under FDA review. Near-term miss risk is elevated, and a guidance cut or continued weakness in employment could weigh on the business outlook.
The multi-year thesis depends on continued LungFit PH adoption, delivery against revenue guidance, and progress toward FDA approval of the second-generation system. Strong results and guidance from healthcare bellwethers could support sector momentum; weaker employment or a guidance cut would be unfavorable signals.
Over the next one to three years, XAIR’s commercial progress offers a basis for growth, but the thesis remains uncertain because the company is loss-making, execution is volatile, and regulatory progress is incomplete. 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.
Improve operating income and net income toward profitability | A primary condition in BEYOND AIR INC's published investment case. The stated target is Operating income >= -7.17 million USD and net income >= -10.28 million USD by 2026-Q4. | Intact | Operating income or net income worsens beyond 2025-Q3 levels | 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. |
Grow revenue to $8M in 2026 and $17M in 2027 | A primary condition in BEYOND AIR INC's published investment case. The stated target is >=8 million USD in 2026 and ~17 million USD in 2027. | Intact | Revenue falls below $8M in 2026 or below $16M in 2027 | Revenue: $1.768M FY2027-Q1; GAAP. Published target: >=8 million USD in 2026 and ~17 million USD in 2027. Target period ends 2026-12-31 and 2027-12-31; this observation covers 2027-Q1. Aug 13, 20261,768,000 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.
$-25.00 → $-8.04 · observed estimates
$0.02B → $0.02B · 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 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-07-25 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-07-26 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-07-27 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-07-28 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-07-29 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-07-30 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-07-31 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-01 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-02 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-03 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-04 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-05 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-06 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-08 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-09 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-10 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-12 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-13 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-14 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-15 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-16 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-17 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-18 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-19 | $-25.00 | $21,329,000 | 1 / 1 |
| 2026-08-20 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-21 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-22 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-23 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-24 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-25 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-26 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-27 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-28 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-29 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-30 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-08-31 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-09-01 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-09-02 | $-6.47 | $17,431,000 | 1 / 1 |
| 2026-09-03 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-04 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-05 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-06 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-07 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-08 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-09 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-10 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-11 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-12 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-13 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-14 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-15 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-16 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-17 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-18 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-19 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-20 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-21 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-22 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-23 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-24 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-25 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-26 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-27 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-28 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-29 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-09-30 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-01 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-02 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-03 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-04 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-05 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-06 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-07 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-08 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-09 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-10 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-11 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-12 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-13 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-14 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-15 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-16 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-17 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-18 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-19 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-20 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-21 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-22 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-23 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-24 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-25 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-26 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-27 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-28 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-29 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-30 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-10-31 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-11-01 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-11-02 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-11-03 | $-8.04 | $16,715,499 | 1 / 1 |
| 2026-11-04 | $-8.04 | $16,715,499 | 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
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.