Cerenome, Inc. (CNSY) AI Stock Analysis

Cerenome, Inc. is a clinical-stage pharmaceutical company focused on the development, manufacture, and commercialization of treatments for patients with cancer. Its lead radiotherapeutic candidate is rhenium obisbemeda, designed for central nervous system and other cancers such as recurrent glioblastoma, leptomeningeal metastases, and pediatric brain cancers. The company also develops Rhenium-188 NanoLiposome Biodegradable Alginate Microsphere for solid organ cancers like liver cancer. In addition, it develops and commercializes laboratory-developed tests, including the CNSide Test to identify tumor cells metastasized to the central nervous system, and builds an artificial intelligence data analytics platform for precision oncology.

Cerenome recorded a 5-year revenue CAGR of -5.7% from FY2019 to FY2025. Annual revenue grew from $303,000 in FY2020 to $4.9M in FY2023 and $5.8M in FY2024, before declining 10.5% to $5.2M in FY2025. Gross margin expanded to 85.4% in FY2024 and 91.5% in FY2025. However, operating margin remained negative at -293.5% in FY2025, resulting in net income of -$22.4M and EPS of -$32.06. In the latest quarter ended June 30, 2026, revenue dropped 70.4% year-over-year, bringing trailing twelve months revenue to $4.2M, operating margin to -2203.7%, and EPS to -$3.36.

As of June 30, 2026, Cerenome held $8.6M in cash and short-term investments alongside total debt of $44,000, leaving net cash at $8.5M. The company reported a current ratio of 1.37 and a debt-to-equity ratio of 0.01 on shareholders' equity of $5.5M. In FY2025, operating cash flow stood at -$20.8M and free cash flow was -$20.8M. Capital expenditures totaled $67,000 in FY2025, while the share count expanded by 1354520.0% over five years.

Cerenome carries a market cap of $12.9M and an enterprise value of $6.3M. The stock trades at a price-to-sales multiple of 3.1x, below the 4.1x median of its US-listed Healthcare peers. Its EV to EBITDA is 29.1x, above the peer median of 12.0x, while its forward P/E is 1.0x versus the peer median of 17.3x. Over the past year, CNSY shares fell 88.9%, trailing the S&P 500 (SPY) gain of 16.8%. Over five years, the stock declined 99.7% while the S&P 500 returned 83.0%.

Wall Street coverage consists of 3 Strong Buy ratings and 1 Buy rating, with no Hold, Sell, or Strong Sell ratings. The mean price target is $27.75, which is 1532.4% above the last close of $1.70. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$4.75 on revenue of $3.7M. For the next fiscal year, 4 analysts forecast revenue of $19.1M and an EPS of -$2.48. Cerenome recorded 0 EPS beats over the last 4 quarters, and its next earnings date is October 29, 2026.

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