Expectations trend
FY2028 · fiscal year ending 2028-07-31 · fmp
Zedge Inc (ZDGE)
AMEXCommunication ServicesInternet Content & InformationSnapshot 2026-11-05
$2.30-0.86%
Close 2026-11-05 · 1-day change
AMEXCommunication ServicesInternet Content & InformationSnapshot 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
0.19 → 0.14 EPS · FY ending Jul 31, 2028 · 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 6, 2026 to Nov 5, 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 ZDGE 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 |
|---|---|---|---|---|
EPS near $0.07 next quarter | The company pays a small dividend of $0.02 per share. | Broken | EPS falls significantly below $0.07 next quarter | Diluted EPS: $0.03 per share FY2026-Q4; GAAP. Published target: ~$0.07. Same fiscal period as the stored target. Oct 28, 20260.03 USD/share · source valueLast 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
FY2028 · fiscal year ending 2028-07-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 11, 2026
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 a high-risk, loss-making growth case rather than an established compounder. The long-term thesis is three to six months old and is in a watch state, with recent performance below its industry cohort.
The valuation evidence says ZDGE is cheap versus peers, while the expectations gap is negative and the overall priced-in tag is justified. This suggests low expectations are already reflected, but the evidence does not show that the business has cleared its execution risks.
Near term, an earnings miss is a notable risk: the evidence flags elevated risk after a recent guidance miss, despite the latest earnings being in line. Subscription revenue and active subscriptions grew, while DataSeeds.AI has early customer activity; however, its financial scale and the new products’ returns are not shown. Management execution is volatile, and the sector backdrop is a headwind.
The multi-year thesis depends on whether DataSeeds.AI becomes a meaningful business and subscription growth continues. A guidance cut would be a negative signal, while rate cuts or stronger results and guidance from major Communication Services companies could ease the sector headwind.
Over the next one to three years, ZDGE’s case rests on turning early product and subscription progress into stronger, more consistent financial results. The setup remains high risk, with limited evidence of scale and an elevated near-term earnings concern. 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.
| It guides $8 million revenue and $1.2 million free cash flow next quarter. |
| Intact |
| Free cash flow falls below $1.2 million next quarter |
Free cash flow: $1.611M FY2026-Q4; GAAP. Published target: >= $1.2 million. Same fiscal period as the stored target. Oct 28, 20261,611,000 USD · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue at or above $8 million next quarter | It guides $8 million revenue and $1.2 million free cash flow next quarter. | Broken | Revenue falls below $8 million next quarter | Revenue: $7.77M FY2026-Q4; GAAP. Published target: >= $8 million. Same fiscal period as the stored target. Oct 28, 20267,770,000 USD · source valueLast 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.
$0.19 → $0.14 · observed estimates
$0.03B → $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 |
|---|---|---|---|
| 2026-08-01 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-02 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-03 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-04 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-05 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-06 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-08 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-09 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-10 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-12 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-13 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-14 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-15 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-16 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-17 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-18 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-19 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-20 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-21 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-22 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-23 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-24 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-25 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-26 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-27 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-28 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-29 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-30 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-08-31 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-01 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-02 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-03 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-04 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-05 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-06 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-07 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-08 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-09 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-10 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-11 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-12 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-13 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-14 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-15 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-16 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-17 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-18 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-19 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-20 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-21 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-22 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-23 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-24 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-25 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-26 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-27 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-28 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-29 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-09-30 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-01 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-02 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-03 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-04 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-05 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-06 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-07 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-08 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-09 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-10 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-11 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-12 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-13 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-14 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-15 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-16 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-17 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-18 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-19 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-20 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-21 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-22 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-23 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-24 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-25 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-26 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-27 | $0.19 | $32,700,000 | 1 / 1 |
| 2026-10-28 | $0.14 | $34,000,000 | 1 / 1 |
| 2026-10-29 | $0.14 | $34,000,000 | 1 / 1 |
| 2026-10-30 | $0.14 | $34,000,000 | 1 / 1 |
| 2026-10-31 | $0.14 | $34,000,000 | 1 / 1 |
| 2026-11-01 | $0.14 | $34,000,000 | 1 / 1 |
| 2026-11-02 | $0.14 | $34,000,000 | 1 / 1 |
| 2026-11-03 | $0.14 | $34,000,000 | 1 / 1 |
| 2026-11-04 | $0.14 | $34,000,000 | 1 / 1 |
| 2026-11-05 | $0.14 | $34,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 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.
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.