Cibus, Inc. (CBUS) AI Stock Analysis

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

CBUS AI stock analysis summary

AI Research

Cibus, Inc. (CBUS) is an agricultural biotechnology company focused on developing and licensing plant traits using precision gene editing. Across the trailing twelve months, the company generated $4.3M in revenue with an operating margin of -1300.3% and an EPS of -$1.62. Its 5-year revenue CAGR through FY2025 stands at -31.3%, alongside continuing negative annual free cash flow.

Market cap
$100.9M
Revenue (TTM)
$4.3M
P/E
—
1Y return
-22.8%
S&P 500 16.8%
Avg. target
$14.33
985.9% vs last close

Bull case

  • Analysts estimate revenue will expand 139.3% in the next fiscal year to reach $12.4M.
  • The mean analyst price target of $14.33 represents a 985.9% premium over the last closing price of $1.32.
  • Quarterly revenue increased 6.5% year-over-year in the latest quarter ending June 30, 2026.

Bear case

  • Revenue CAGR from FY2020 to FY2025 was -31.3%, with FY2025 revenue at just $3.6M.
  • Free cash flow remained negative at -$51.2M in FY2025, contributing to a 401.3% increase in share count over 5 years.
  • The company's price-to-sales multiple of 23.2x sits well above the 4.1x median of its US-listed Healthcare peers.

What Cibus does

Cibus, Inc., headquartered in San Diego, California, is an agricultural biotechnology company that develops and licenses plant traits to seed companies for royalties. The company operates across two core focus areas: productivity traits that enable farmers to increase crop yields while cutting reliance on crop protection chemicals and fertilizers, and sustainable ingredients that allow corporations to replace fossil fuel-based ingredients. Through its precision gene editing technologies, Cibus aims to support global agricultural productivity, resource management, and environmental sustainability while reducing greenhouse gas emissions linked to conventional ingredient manufacturing.

Growth and profitability

Annual revenue fell from $26.0M in FY2021 to $157,000 in FY2022, before rising to $1.8M in FY2023 and $4.3M in FY2024, followed by a 14.6% decline to $3.6M in FY2025. Over the five years from FY2020 to FY2025, revenue posted a CAGR of -31.3%. Net losses remained elevated, with net income of -$267.6M in FY2023, -$251.4M in FY2024, and -$127.1M in FY2025, when operating margin was -1853.9% and R&D expense totaled $44.2M. For the trailing twelve months through June 30, 2026, revenue was $4.3M with an operating margin of -1300.3% and EPS of -$1.62, while latest quarterly revenue grew 6.5% year-over-year.

CBUS income statement →

Balance sheet and cash flow

As of June 30, 2026, Cibus held $20.4M in cash and short-term investments against total debt of $32.7M, yielding net debt of $12.3M. Total assets were $313.4M and shareholders' equity stood at $14.8M, reflecting a debt-to-equity ratio of 2.21 and a current ratio of 1.62. Free cash flow was -$51.2M in FY2025, following operating cash flow of -$50.6M and capital expenditures of $578,000. Over five years, the company's share count increased 401.3%.

CBUS balance sheet →

Valuation and performance

At a last close of $1.32 on October 16, 2026, Cibus has a market cap of $100.9M and an enterprise value of $130.0M. The stock trades at a price-to-sales multiple of 23.2x and an EV-to-revenue ratio of 29.9x, compared to a price-to-sales ratio of 4.1x for the median of its US-listed Healthcare peers. Its price-to-book ratio is 8.0x. Over the past year, Cibus declined 22.8% and dropped 99.1% over five years, compared to gains of 16.8% and 83.0% for the S&P 500 (SPY).

CBUS key metrics →

What analysts expect

Wall Street coverage consists of 2 Strong Buy ratings and 1 Hold rating. The mean price target is $14.33, which sits 985.9% above the last close of $1.32. For the fiscal year ending December 31, 2026, consensus estimates project an EPS of -$0.77 and revenue of $5.2M. For the next fiscal year, 2 analysts project revenue of $12.4M, representing 139.3% growth, alongside an EPS of -$0.64. Cibus recorded 0 EPS beats over the last 4 quarters, with its next earnings report scheduled for November 12, 2026.

CBUS forecast and price target →

Key risks and what to watch

  • Net debt stood at $12.3M as of June 30, 2026, with cash of $20.4M compared to an annual free cash flow burn of -$51.2M in FY2025.
  • The debt-to-equity ratio is 2.21, reflecting a small equity base of $14.8M against $32.7M in total debt.
  • Cibus logged 0 EPS beats over the last 4 quarters, creating ongoing execution uncertainty.
  • The stock displays elevated volatility with a beta of 1.57 and trades 29.7% below its 200-day average.

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 CBUS AI stock analysis

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

CBUS AI stock analysis FAQ

What does Cibus, Inc. do?

Cibus, Inc. is an agricultural biotechnology firm that develops and licenses gene-edited plant traits to seed companies for royalty revenue. Its traits address agricultural productivity and sustainable bio-based ingredients.

Does Cibus pay a dividend?

No, Cibus does not pay a dividend.

What is Cibus's current valuation and cash position?

As of June 30, 2026, Cibus held $20.4M in cash and short-term investments against $32.7M in total debt. Its market cap was $100.9M as of October 16, 2026, with a price-to-sales ratio of 23.2x.

What are Wall Street analysts projecting for CBUS stock?

Analysts maintain 2 Strong Buy and 1 Hold ratings with a mean price target of $14.33. For the current fiscal year ending December 31, 2026, consensus estimates model revenue of $5.2M and an EPS of -$0.77.

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