Cardiff Oncology, Inc. (CRDF) AI Stock Analysis

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

CRDF AI stock analysis summary

AI Research

Cardiff Oncology, Inc. (CRDF) is a clinical-stage oncology biotechnology company developing treatments targeting Polo-like Kinase 1 (PLK1). For FY2025, the company generated $593,000 in revenue while reporting a net loss of -$45.9M. As of June 30, 2026, it held $34.5M in cash and short-term investments against $457,000 in total debt.

Market cap
$70.1M
Revenue (TTM)
$508,000
P/E
—
1Y return
-59.8%
S&P 500 16.8%
Avg. target
$5.81
546.0% vs last close

Bull case

  • The consensus analyst mean price target of $5.81 represents a 546.0% premium over the last close of $0.90.
  • As of June 30, 2026, the company held $34.1M in net cash with a low debt-to-equity ratio of 0.02.
  • Cardiff Oncology beat EPS estimates in 3 of the last 4 quarters heading into its next reporting date.

Bear case

  • In FY2025, the company posted a net loss of -$45.9M and negative free cash flow of -$38.0M.
  • Quarterly revenue for the period ending June 30, 2026, declined 14.1% year-over-year to bring TTM revenue to $508,000.
  • The stock has dropped 68.0% year-to-date and 59.8% over the past year.

What Cardiff Oncology does

Cardiff Oncology, Inc. is a clinical-stage oncology company based in San Diego, California, developing treatments for cancer patients. Its primary focus is therapies targeting Polo-like Kinase 1 (PLK1), an enzyme involved in cell division and cancer progression. The lead program is onvansertib, an oral selective PLK1 inhibitor for anti-cancer therapeutics. Its pipeline also includes CY140, an inhibitor of PLK1, PLK2, and PLK3 in phase 1/2 studies for solid tumors and leukemias. Additionally, the company conducts trials in metastatic colorectal cancer and advances TROV-053 and TROV-054 through phase II and phase 1b/2 trials for prostate and colorectal cancers in combination with standard therapies.

Growth and profitability

Cardiff Oncology generated modest revenue over the observed periods, moving from $359,000 in FY2021 to $386,000 in FY2022, $488,000 in FY2023, and $683,000 in FY2024. In FY2025, revenue declined 13.2% to $593,000. Annual gross margin has consistently been 100.0%. Research and development expenses were $35.3M in FY2025, contributing to an operating margin of -8256.3% and a net loss of -$45.9M, or -$0.69 per share. Across the trailing twelve months ending June 30, 2026, revenue stood at $508,000 with an operating margin of -9245.2% and EPS of -$0.60. For the quarter ended June 30, 2026, quarterly revenue fell 14.1% year-over-year.

CRDF income statement →

Balance sheet and cash flow

As of June 30, 2026, Cardiff Oncology held $34.5M in cash and short-term investments and $457,000 in total debt, resulting in net cash of $34.1M. Shareholders' equity was $26.5M against total assets of $37.3M, yielding a current ratio of 3.30 and a debt-to-equity ratio of 0.02. In FY2025, operating cash flow was -$37.9M and free cash flow was -$38.0M, with capital expenditures of $44,000. The company's share count increased 68.5% over the 5-year period.

CRDF balance sheet →

Valuation and performance

At a last close price of $0.90 on October 16, 2026, Cardiff Oncology had a market capitalization of $70.1M and an enterprise value of $69.4M. Its price-to-sales ratio was 138.0x, compared to 4.1x for the median of its US-listed Healthcare peers. The company's price-to-book ratio stood at 3.9x, and its EV-to-revenue ratio was 136.6x. Over the past year, CRDF declined 59.8%, while the S&P 500 (SPY) returned 16.8%. Over five years, CRDF fell 85.9% compared to an 83.0% gain for the benchmark index.

CRDF key metrics →

What analysts expect

Cardiff Oncology has 6 analyst recommendations: 2 Strong Buy, 1 Buy, 3 Hold, and no Sell or Strong Sell ratings. The mean price target is $5.81, representing 546.0% above the last close of $0.90. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$0.56 and revenue of $295,140. For the following fiscal year, 4 analysts project an EPS of -$0.54 and revenue of $320,830. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 5, 2026.

CRDF forecast and price target →

Key risks and what to watch

  • The ongoing cash burn of -$37.9M in FY2025 operating cash flow contrasts with $34.5M in cash and short-term investments as of June 30, 2026.
  • Shareholder dilution has been substantial, with share count increasing 68.5% over the 5-year period.
  • Short interest accounts for 15.8% of the float, accompanied by a high stock beta of 1.42.
  • Trailing twelve months operating margin was -9245.2%, reflecting heavy ongoing R&D expenses relative to revenue.

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 CRDF AI stock analysis

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

CRDF AI stock analysis FAQ

What is Cardiff Oncology's primary clinical drug candidate?

The company's primary focus is onvansertib, an oral selective PLK1 inhibitor evaluated in anti-cancer trials. It is also studying CY140, an inhibitor targeting PLK1, PLK2, and PLK3, alongside TROV-053 and TROV-054.

How much cash does Cardiff Oncology have?

As of June 30, 2026, Cardiff Oncology held $34.5M in cash and short-term investments. Total debt was $457,000, leaving net cash of $34.1M.

Does Cardiff Oncology pay a dividend?

No, Cardiff Oncology does not pay a dividend.

What do analysts expect for Cardiff Oncology's upcoming financial results?

For the fiscal year ending December 31, 2026, analysts estimate revenue of $295,140 and an EPS of -$0.56. The next earnings date is scheduled for November 5, 2026.

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