CollPlant Biotechnologies Ltd. (CLGN) AI Stock Analysis
CLGN AI stock analysis summary
AI ResearchCollPlant Biotechnologies Ltd. (CLGN) is a clinical-stage regenerative and aesthetic medicine company specializing in plant-based recombinant human collagen and 3D bioprinting. The company generated trailing twelve-month revenue of $318,000 and incurred a net loss of -$11.5M in FY2025. With net cash standing at $291,000 as of June 30, 2026, the company continues to face high operational cash burn.
- Market cap
- $6.9M
- Revenue (TTM)
- $318,000
- P/E
- — fwd 80.0x
- 1Y return
- -84.5% S&P 500 16.8%
- Avg. target
- $11.12 206.8% vs last close
Bull case
- CollPlant's mean analyst price target of $11.12 represents upside of 206.8% over the October 16, 2026 closing price of $3.62.
- Analyst estimates project revenue to increase to $6.1M in FY2026 and rise another 25.0% to $7.6M in FY2027.
- Insiders hold 33.6% of the company's shares, aligning leadership with shareholder outcomes.
Bear case
- The company produced trailing twelve-month revenue of only $318,000 and an operating margin of -2438.0%.
- CollPlant reported free cash flow of -$9.4M in FY2025 while maintaining a net cash balance of just $291,000 as of June 30, 2026.
- Share count has increased 34.5% over the past 5 years, diluting existing shareholders as the company funds operations.
What CollPlant Biotechnologies does
CollPlant Biotechnologies Ltd. specializes in three-dimensional (3D) bioprinting of tissues and organs, as well as medical aesthetics across the United States, Canada, and Europe. Its products are based on recombinant type I human collagen produced through plant-based genetic engineering technology. The company's portfolio includes BioInks for 3D printing of tissues and organs, dermal and soft tissue fillers for wrinkles, 3D bioprinted breast implants, injectable implants for breast tissue regeneration, and a regenerative soft tissue matrix. It also markets VergenixSTR for tendinopathy and VergenixFG for advanced wound care. CollPlant has partnerships with 3D Systems Corporation, CellInk, and the Advanced Regenerative Manufacturing Institute.
Growth and profitability
CollPlant has experienced volatile annual top-line results, reflected in a 5-year revenue CAGR of -17.3% between FY2020 and FY2025. Annual revenue reached $15.6M in FY2021 before dropping to $299,000 in FY2022, rebounding to $11.0M in FY2023, and falling to $515,000 in FY2024. In FY2025, revenue rose 360.4% to $2.4M, with a gross margin of 26.3% and an operating margin of -484.3%. Net income for FY2025 was -$11.5M, yielding an EPS of -$0.93. For the trailing twelve months ending June 30, 2026, revenue stood at $318,000 with an operating margin of -2438.0%, while quarterly revenue declined 39.7% year-over-year.
Balance sheet and cash flow
As of June 30, 2026, CollPlant reported $3.0M in cash and short-term investments alongside total debt of $2.7M, resulting in net cash of $291,000. Shareholders' equity was $2.9M against total assets of $7.2M, with a current ratio of 1.57 and a debt-to-equity ratio of 0.90. Cash flow remains negative, with an operating cash flow of -$9.4M and free cash flow of -$9.4M in FY2025. Capital expenditures were $28,000 in FY2025, and share count increased 34.5% over 5 years.
Valuation and performance
CollPlant trades at a forward P/E of 80.0x, higher than the 17.3x median of its US-listed Healthcare peers. Its price-to-sales multiple is 21.6x, compared to the sector peer median of 4.1x, and its EV-to-revenue stands at 15.5x. The market capitalization is $6.9M with an enterprise value of $6.0M. CollPlant stock fell 84.5% over the past year, while the S&P 500 (SPY) returned 16.8%. Over five years, the stock dropped 97.8% compared to an 83.0% gain for the benchmark.
What analysts expect
Wall Street coverage includes a mean price target of $11.12, representing a 206.8% premium over the last close of $3.62. For the fiscal year ending December 31, 2026, the estimated EPS is -$0.59 on projected revenue of $6.1M. For the following fiscal year, 1 analyst projects revenue of $7.6M and an EPS of -$0.18. Over the last four quarters, CollPlant beat EPS estimates in 1 period.
Key risks and what to watch
- With cash and short-term investments of $3.0M against FY2025 operating cash burn of -$9.4M, liquidity reserves remain minimal.
- Quarterly revenue fell 39.7% year-over-year in the latest quarter ending June 30, 2026.
- The stock is down 74.1% year-to-date and trades 36.0% below its 200-day moving average.
- The company has missed EPS expectations in 3 of the last 4 quarters, beating consensus only 1 time.
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 CLGN AI stock analysis
This page is an AI-written research summary of CollPlant Biotechnologies Ltd. (CLGN). 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: CLGN income statement, CLGN balance sheet, CLGN key metrics, CLGN analyst forecast, CLGN chart. See the CLGN stock overview for the latest quote and news.
CLGN AI stock analysis FAQ
What is CollPlant's market capitalization and enterprise value?
As of October 16, 2026, CollPlant had a market capitalization of $6.9M and an enterprise value of $6.0M.
Does CollPlant pay a dividend?
No, CollPlant does not pay a dividend.
How much cash and debt does CollPlant have?
As of June 30, 2026, the company held $3.0M in cash and short-term investments and $2.7M in total debt, leaving net cash of $291,000.
What are analysts forecasting for CollPlant's revenue?
Analysts estimate revenue of $6.1M for the fiscal year ending December 31, 2026, and $7.6M for the next fiscal year.