BioLineRx Ltd. (BLRX) AI Stock Analysis

NASDAQ: BLRXAI research summary: business, growth, valuation, analysts, bull and bear case.

BLRX AI stock analysis summary

AI Research

BioLineRx Ltd. is a clinical-stage biopharmaceutical development company focused on oncology treatments, led by its clinical candidate Motixafortide. The company generated $1.2M in revenue in FY2025, down from $28.9M in FY2024, alongside a net loss of -$1.2M. As of June 30, 2026, it held $13.1M in cash and short-term investments against $7.9M in total debt.

Market cap
$10.0M
Revenue (TTM)
$1.4M
P/E
—
fwd 93.5x
1Y return
-47.4%
S&P 500 16.8%
Avg. target
$22.00
994.5% vs last close

Bull case

  • Motixafortide has completed Phase 3 trials in autologous stem cell mobilization and continues evaluation across multiple Phase 2 and Phase 1b oncology indications.
  • Analyst consensus projects next fiscal year revenue growth of 37.1% to $2.2M along with an EPS improvement to -$2.52.
  • The single covering analyst maintains a StrongBuy rating with a mean price target of $22.00, reflecting a 994.5% premium to the last close of $2.01.

Bear case

  • Revenue fell 95.9% in FY2025 to $1.2M after reaching $28.9M in FY2024, resulting in a two-year revenue CAGR of -50.2%.
  • The company reported an operating cash outflow of -$8.1M and free cash outflow of -$8.2M in FY2025, alongside a trailing operating margin of -1215.3%.
  • Shareholder equity experienced significant dilution as the share count expanded 302.0% over the trailing five-year period.

What BioLineRx does

BioLineRx Ltd. is a clinical-stage biopharmaceutical development company based in Hevel Modi'in, Israel, focused on developing treatments in oncology. Its core pipeline asset is Motixafortide, a peptide that has completed Phase 3 trials for autologous stem cell mobilization and Phase 2a trials for pancreatic cancer. Motixafortide is also being tested in Phase 2 trials for metastatic pancreatic adenocarcinoma, as well as Phase 1b trials for acute respiratory distress syndrome, solid tumors, and acute myeloid leukemia. Other pipeline programs include AGI-134 for solid tumors and BL-5010 for non-surgical skin lesion removal. BioLineRx collaborates with partners including MSD, MD Anderson Cancer Center, and Perrigo Company plc.

Growth and profitability

BioLineRx generated revenue of $4.8M in FY2023, which expanded to $28.9M in FY2024 with a revenue growth rate of 502.9% and a gross margin of 68.0%. In FY2025, revenue contracted by 95.9% to $1.2M, while gross margin decreased to 36.2%. The company recorded net losses of -$60.6M in FY2023, -$9.2M in FY2024, and -$1.2M in FY2025, corresponding to an operating margin of -871.8% in FY2025. Over the two-year period from FY2023 to FY2025, revenue compounded at a CAGR of -50.2%. For the trailing twelve months ended June 30, 2026, revenue stood at $1.4M, with quarterly revenue falling 3.3% year-over-year.

BLRX income statement →

Balance sheet and cash flow

As of June 30, 2026, BioLineRx held $13.1M in cash and short-term investments and $7.9M in total debt, resulting in a net cash position of $5.1M. Shareholders' equity was $13.8M, total assets were $33.5M, and the current ratio was 1.20. In FY2025, operating cash flow was -$8.1M and free cash flow was -$8.2M, while capital expenditures totaled $25,200. Over the past five years, the company's share count increased by 302.0%.

BLRX balance sheet →

Valuation and performance

BioLineRx trades at a forward P/E of 93.5x, well above the median of 17.3x for its US-listed Healthcare peers. Its price-to-sales multiple is 7.2x, compared to the peer median of 4.1x, while its EV/EBITDA stands at 1.1x versus the peer median of 12.0x. The company has an enterprise value of $7.4M and a market capitalization of $10.0M. Over the past year, the stock returned -47.4%, trailing the S&P 500 benchmark return of 16.8%, and its five-year return stands at -98.4% compared to 83.0% for the index.

BLRX key metrics →

What analysts expect

BioLineRx has 1 StrongBuy rating from analysts, with 0 Buy, 0 Hold, 0 Sell, and 0 StrongSell ratings. The mean price target is $22.00, compared to the last close of $2.01, representing a target variance of 994.5%. For the fiscal year ending December 31, 2026, consensus estimates project an EPS of -$3.14 on revenue of $1.6M. For the following fiscal year, 1 analyst estimates EPS of -$2.52 and revenue of $2.2M, reflecting expected revenue growth of 37.1%. BioLineRx beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 23, 2026.

BLRX forecast and price target →

Key risks and what to watch

  • Cash and short-term investments of $13.1M provide limited liquidity given FY2025 free cash burn of -$8.2M and total debt of $7.9M.
  • The company remains unprofitable, reporting an operating margin of -871.8% and a net loss of -$1.2M in FY2025.
  • The stock is trading 27.7% below its 200-day moving average and experienced a 47.4% decline over the past year.

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 BLRX AI stock analysis

This page is an AI-written research summary of BioLineRx Ltd. (BLRX). 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: BLRX income statement, BLRX balance sheet, BLRX key metrics, BLRX analyst forecast, BLRX chart. See the BLRX stock overview for the latest quote and news.

BLRX AI stock analysis FAQ

What is BioLineRx's primary drug candidate?

BioLineRx's lead asset is Motixafortide, a peptide that has completed Phase 3 trials for autologous stem cell mobilization and Phase 2a trials for pancreatic cancer, with ongoing trials in other oncology indications.

How much cash and debt does BioLineRx have?

As of June 30, 2026, BioLineRx had $13.1M in cash and short-term investments, $7.9M in total debt, and net cash of $5.1M.

Does BioLineRx pay a dividend?

BioLineRx does not pay a dividend.

What are analysts forecasting for BioLineRx's revenue?

Analysts estimate FY2026 revenue of $1.6M, followed by an estimated 37.1% increase to $2.2M for the next fiscal year.

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