Cellectis S.A. (CLLS) AI Stock Analysis

Cellectis S.A. is a clinical-stage biotechnology company that develops immuno-oncology products centered around gene-edited T-cells engineered to express chimeric antigen receptors (CAR-T) for cancer treatment. It operates through two segments: Therapeutics and Plants. Its clinical pipeline includes UCART19, ALLO-501, and ALLO-501A for hematologic malignancies and lymphomas, ALLO-316 for Renal Cell Carcinoma, UCART123 for acute myeloid leukemia, and UCART22 for B-cell acute lymphoblastic leukemia. Cellectis is also evaluating UCARTCS1 and ALLO-715 for multiple myeloma, with strategic partnerships including Allogene Therapeutics, Les Laboratoires Servier, and The University of Texas M.D. Anderson Cancer Center.

Cellectis has recorded fluctuating top-line performance across recent fiscal periods. Revenue moved from $73.9M in FY2021 to $19.2M in FY2022 and $755,000 in FY2023, before rebounding to $41.5M in FY2024 and $72.9M in FY2025. Between FY2020 and FY2025, 5-year revenue CAGR was -0.3%. Gross margin stood at 86.6% in FY2025, compared to -882.6% in FY2023, while operating margin was -45.3% in FY2025 compared to -12887.7% in FY2023. Annual net income was -$67.6M in FY2025, with EPS of -$0.61 and R&D expense of $93.5M. For the quarter ended June 30, 2026, quarterly revenue fell 62.1% year-over-year, bringing trailing twelve-month revenue to $63.8M.

As of June 30, 2026, Cellectis held $166.8M in cash and short-term investments against total debt of $84.6M, resulting in a net cash position of $82.3M. Total assets were $267.4M and shareholders' equity was $41.1M, yielding a current ratio of 1.37 and a debt-to-equity ratio of 2.06. In FY2025, operating cash flow was -$40.1M and free cash flow was -$42.5M, reflecting capital expenditures of $2.4M. Over the past 5 years, the company's share count increased by 121.3%.

Trading at $1.04 on October 16, 2026, Cellectis has a market capitalization of $104.8M and an enterprise value of $78.3M. The stock trades at a price-to-sales multiple of 1.6x and an EV to revenue multiple of 1.4x, below the 4.1x price-to-sales median of its US-listed Healthcare peers. Its price-to-book ratio is 3.9x. Over the past year, CLLS shares declined 77.0%, compared to a 16.8% return for the S&P 500 (SPY). Over a 5-year period, the stock fell 90.4% against an 83.0% gain for SPY.

Wall Street analysts maintain 2 Strong Buy, 2 Hold, and 1 Sell recommendations on Cellectis. The mean price target is $4.83, representing a 363.9% premium over the last close of $1.04. For the fiscal year ending December 31, 2026, analysts estimate revenue of $49.7M and an EPS of -$0.78, indicating an EPS decline of 15.8%. For the next fiscal year, 4 analysts forecast revenue of $45.2M and an EPS of -$0.71. The company beat EPS estimates in each of the last 4 quarters, and its next earnings date is November 6, 2026.

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