BioAge Labs, Inc (BIOA) AI Stock Analysis
BIOA AI stock analysis summary
AI ResearchBioAge Labs, Inc (BIOA) is a clinical-stage biopharmaceutical company developing therapies for metabolic and age-related diseases. Trailing twelve month revenue stands at $10.4M alongside an operating margin of -1196.8%. The company holds a net cash balance of $315.9M as of June 30, 2026.
- Market cap
- $222.1M
- Revenue (TTM)
- $10.4M
- P/E
- —
- 1Y return
- -5.3% S&P 500 16.8%
- Avg. target
- $32.56 572.6% vs last close
Bull case
- The balance sheet provides substantial liquidity, with $315.9M in net cash and a current ratio of 17.19 as of June 30, 2026.
- Analyst consensus points to high growth in the next fiscal year, projecting revenue to surge 97.7% to $14.9M.
- The mean analyst price target of $32.56 represents an upside of 572.6% compared to the last closing price of $4.84.
Bear case
- The company generated an operating cash outflow of -$81.6M and free cash flow of -$82.3M in FY2025.
- BioAge Labs remains deeply unprofitable, posting an operating margin of -1196.8% and an EPS of -$2.39 over the trailing twelve months.
- Shares have fallen 63.4% year-to-date and trade 70.4% below their 200-day moving average as of October 16, 2026.
What BioAge Labs does
BioAge Labs, Inc. is a clinical-stage biopharmaceutical company focused on developing therapeutic product candidates for metabolic diseases. Using a technology platform and human datasets, the company identifies drug targets by analyzing molecular changes that drive aging. Its lead pipeline asset is BGE-102, an orally available brain-penetrant small-molecule NLRP3 inhibitor in Phase 1 clinical development for atherosclerotic cardiovascular disease, diabetic macular edema, and geographic atrophy. BioAge also develops APJ agonists for obesity across oral and parenteral routes and maintains a research collaboration agreement with Novartis Pharma AG.
Growth and profitability
For FY2025, BioAge Labs reported revenue of $9.0M, down 39.8% year-over-year, alongside a net loss of -$80.6M and an operating margin of -1031.5%. Gross margin for FY2025 was 100.0%, with research and development expenses reaching $74.0M. In earlier periods, revenue expanded from $1.5M in FY2014 to $14.9M in FY2017 before falling in FY2025. Over the trailing twelve months, revenue totaled $10.4M with an operating margin of -1196.8% and an EPS of -$2.39. In the latest quarter ended June 30, 2026, quarterly revenue grew 1.6% year-over-year.
Balance sheet and cash flow
As of June 30, 2026, BioAge Labs reported cash and short-term investments of $318.7M and total debt of $2.8M, resulting in net cash of $315.9M. Shareholders' equity was $374.9M against total assets of $396.9M. The company maintains a current ratio of 17.19 and a debt-to-equity ratio of 0.01. In FY2025, operating cash flow was -$81.6M, free cash flow was -$82.3M, and capital expenditures were $719,000.
Valuation and performance
BioAge Labs trades at a price-to-sales multiple of 21.5x, well above the 4.1x median for US-listed Healthcare peers. Its enterprise value stands at $44.8M, yielding an EV-to-revenue ratio of 4.3x, while its price-to-book ratio is 1.0x. As of October 16, 2026, the stock closed at $4.84, just above its 52-week low of $4.81 and down 70.4% versus its 200-day average. Over the past year, shares declined 5.3%, lagging the S&P 500 (SPY) gain of 16.8%.
What analysts expect
Wall Street coverage consists of 5 Strong Buy, 2 Buy, and 3 Hold ratings. The mean price target is $32.56, representing a 572.6% premium over the October 16, 2026 close of $4.84. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $7.5M and an EPS of -$2.43. For the following fiscal year, 8 analysts project revenue to increase 97.7% to $14.9M with an EPS of -$2.50. The company has beaten EPS expectations in 2 of the last 4 quarters, and its next earnings date is November 5, 2026.
Key risks and what to watch
- Revenue for the current fiscal year ending December 31, 2026 is projected to drop to $7.5M from $9.0M in FY2025.
- R&D expenses reached $74.0M in FY2025, which drives continued cash burn during early-stage clinical development.
- The company's stock has high market volatility, indicated by a beta of 1.08 and a drop from a 52-week high of $25.95 to $4.84.
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 BIOA AI stock analysis
This page is an AI-written research summary of BioAge Labs, Inc (BIOA). 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: BIOA income statement, BIOA balance sheet, BIOA key metrics, BIOA analyst forecast, BIOA chart. See the BIOA stock overview for the latest quote and news.
BIOA AI stock analysis FAQ
What is BioAge Labs' lead drug candidate?
The company's lead product candidate is BGE-102, an orally available brain-penetrant small-molecule NLRP3 inhibitor in Phase 1 clinical testing for atherosclerotic cardiovascular disease, diabetic macular edema, and geographic atrophy.
Does BioAge Labs pay a dividend?
No, BioAge Labs does not pay a dividend.
How much cash does BioAge Labs have?
As of June 30, 2026, the company held $318.7M in cash and short-term investments, with net cash of $315.9M after accounting for $2.8M in total debt.
What are analysts expecting for BIOA's upcoming earnings?
For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$2.43 and revenue of $7.5M. The company's next earnings date is scheduled for November 5, 2026.