Axe Compute Inc. (AGPU) AI Stock Analysis
AGPU AI stock analysis summary
AI ResearchAxe Compute Inc. (NASDAQ: AGPU) provides GPU compute access, digital asset treasury management, and AI-driven drug discovery services. Following a steep multi-year decline where FY2025 revenue fell to $125,284, trailing twelve month revenue rebounded to $3.3M with quarterly revenue growth of 119772.9% year-over-year. The company held net cash of $20.2M as of June 30, 2026, while carrying a market capitalization of $89.0M.
- Market cap
- $89.0M
- Revenue (TTM)
- $3.3M
- P/E
- 0.6x
- 1Y return
- -30.2% S&P 500 16.8%
- Avg. target
- $20.00 160.4% vs last close
Bull case
- Trailing twelve months revenue reached $3.3M, supported by a 119772.9% year-over-year quarterly revenue growth rate as of June 30, 2026.
- The balance sheet maintains net cash of $20.2M with a low debt-to-equity ratio of 0.05.
- The sole analyst covering the stock has a mean price target of $20.00, implying a 160.4% upside over the last close.
Bear case
- FY2025 net income stood at -$233.1M with a net margin of -186053.4%.
- Share count has expanded by 499.4% over the trailing five years, indicating substantial dilution.
- The company's price-to-sales multiple of 27.3x trades well above the US-listed Technology peer median of 2.8x.
What Axe Compute does
Axe Compute Inc. provides access to graphics processing unit compute capacity and pursues a digital asset treasury strategy focused on the Aethir token through its Compute Services and Treasury Management segment. It also provides an AI infrastructure cluster. Through its Drug Discovery Services segment, the company applies artificial intelligence to its proprietary biobank of over 150,000 tumor samples and creates proprietary 3D culture models for drug development. Formerly known as Predictive Oncology Inc., the company changed its name to Axe Compute Inc. in December 2025. Incorporated in 2002, the company is based in Pittsburgh, Pennsylvania, and operates with 13 employees.
Growth and profitability
Revenue contracted at a 5-year CAGR of -36.9% between FY2020 and FY2025. Annual revenue slid from $1.6M in FY2024 to $125,284 in FY2025, representing a 92.3% decrease. Gross margin fell from 49.1% in FY2024 to 42.0% in FY2025, while operating margin worsened to -22688.6%. FY2025 net income stood at -$233.1M. However, trailing twelve months revenue through June 30, 2026, reached $3.3M, aided by quarterly revenue growth of 119772.9% year-over-year. TTM operating margin remained negative at -539.0%, alongside a TTM return on assets of -58.4% and diluted EPS of $13.65.
Balance sheet and cash flow
As of June 30, 2026, Axe Compute held $21.9M in cash and short-term investments alongside total debt of $1.7M, yielding net cash of $20.2M. Shareholders' equity was $34.0M, and total assets were $100.4M. The company reported a current ratio of 1.45 and a debt-to-equity ratio of 0.05. In FY2025, operating cash flow was -$10.0M and free cash flow was -$42.5M, driven by capital expenditures of $32.6M. Share count increased by 499.4% over the past 5 years.
Valuation and performance
Axe Compute trades at a trailing price-to-sales multiple of 27.3x and an EV-to-revenue ratio of 34.3x, compared to the median of its US-listed Technology peers of 2.8x for price-to-sales. Its trailing P/E ratio is 0.6x, compared to 28.1x for its peer median, while its price-to-book ratio is 3.9x. The stock has delivered a year-to-date return of 7.4% but fell 30.2% over the trailing 12 months, trailing the S&P 500 (SPY) return of 16.8%. Over 5 years, AGPU is down 97.9%, whereas the S&P 500 gained 83.0%.
What analysts expect
Wall Street coverage consists of 1 Strong Buy rating, with 0 Buy, Hold, Sell, or Strong Sell ratings. The mean price target is $20.00, representing a 160.4% premium over the last close of $7.68. For the fiscal year ending December 31, 2026, analysts estimate revenue of $60.4M and EPS of -$1.74. For the next fiscal year, 1 analyst projects revenue of $431.3M and EPS of -$0.11. The company beat EPS estimates in 1 of the last 4 quarters, and its next earnings date is November 13, 2026.
Key risks and what to watch
- Operating cash flow was negative across all five reported fiscal years, including -$10.0M in FY2025.
- Free cash flow burn accelerated to -$42.5M in FY2025 alongside capital expenditures of $32.6M.
- The stock has high volatility with a beta of 3.68 and a 5-year return of -97.9%.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this AGPU AI stock analysis
This page is an AI-written research summary of Axe Compute Inc. (AGPU). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: AGPU income statement, AGPU balance sheet, AGPU key metrics, AGPU analyst forecast, AGPU chart. See the AGPU stock overview for the latest quote and news.
AGPU AI stock analysis FAQ
What does Axe Compute Inc. do?
Axe Compute Inc. operates through two main segments: Compute Services and Treasury Management, which offers GPU capacity and an Aethir token treasury strategy, and Drug Discovery Services, which uses AI models and a biobank of 150,000+ tumor samples.
Does Axe Compute pay a dividend?
No, Axe Compute does not pay a dividend.
What is Axe Compute's current cash and debt position?
As of June 30, 2026, the company held $21.9M in cash and short-term investments and $1.7M in total debt, giving it a net cash position of $20.2M.
What are analysts forecasting for AGPU's revenue?
Analysts estimate revenue of $60.4M for the fiscal year ending December 31, 2026, and $431.3M for the following fiscal year.
When is Axe Compute's next earnings report?
Axe Compute is scheduled to report earnings next on November 13, 2026.