iBio, Inc. (IBIO) AI Stock Analysis
IBIO AI stock analysis summary
AI ResearchiBio, Inc. is a clinical-stage biotechnology company focused on therapeutics, vaccines, and bioprocessing services. In FY2026, the company generated $100,000 in revenue with a net income of -$33.0M. It holds $88.0M in cash and short-term investments against $2.2M in total debt as of June 30, 2026.
- Market cap
- $49.3M
- Revenue (TTM)
- $100,000
- P/E
- —
- 1Y return
- -9.4% S&P 500 16.8%
- Avg. target
- $5.69 638.8% vs last close
Bull case
- iBio held $88.0M in cash and short-term investments with just $2.2M in total debt as of June 30, 2026.
- Analysts have a mean price target of $5.69, representing a 638.8% premium to the last close of $0.77.
- The company holds a strong current ratio of 7.85 as of June 30, 2026.
Bear case
- Revenue fell 75.0% in FY2026 to $100,000, accompanied by a net income of -$33.0M.
- The company burned cash in FY2026, generating free cash flow of -$23.8M.
- Substantial shareholder dilution has occurred, with the 5-year share count increasing 23767.0%.
What iBio does
iBio, Inc., based in Bryan, Texas, specializes in contract development and manufacturing services within the United States. It operates via two segments: Biopharmaceuticals and Bioprocessing. In Biopharmaceuticals, the firm develops therapeutic candidates, including lead anti-fibrotic agent IBIO-100 for systemic scleroderma and idiopathic pulmonary fibrosis. It also develops vaccines, including IBIO-202 for SARS-CoV-2 and IBIO-400 for classical swine fever. In Bioprocessing, iBio provides recombinant protein production, process development, and bioanalytical support to third parties, supported by alliances with institutions such as the University of Pittsburgh, The Texas A&M University System, and the University of Natural Resources and Life Sciences, Vienna.
Growth and profitability
In FY2026, iBio recorded revenue of $100,000, down 75.0% from $400,000 in FY2025. Over the 5-year period from FY2021 to FY2026, revenue compound annual growth rate was -46.9%, having fluctuated from $1.9M in FY2022 to $50,000 in FY2023 and $225,000 in FY2024. FY2026 gross margin was 100.0%, while operating margin was -35141.0% with R&D expense of $19.6M. Net income totaled -$33.0M, or -$0.48 per share. For the trailing twelve months ending June 30, 2026, revenue stood at $100,000, with quarterly revenue growth falling 100.0% year-over-year and an operating margin of -30138.0%.
Balance sheet and cash flow
As of June 30, 2026, iBio reported cash and short-term investments of $88.0M and total debt of $2.2M, resulting in net cash of $85.8M. The company maintains a current ratio of 7.85 and a debt-to-equity ratio of 0.03 against shareholders' equity of $85.7M. Operating cash flow was -$23.2M and free cash flow was -$23.8M in FY2026. Cash usage included capital expenditures of $578,000, while the 5-year share count change was 23767.0%.
Valuation and performance
At a closing price of $0.77 on October 16, 2026, iBio holds a market capitalization of $49.3M and an enterprise value of -$6.1M. Its price-to-sales ratio is 492.8x, compared to the median of 4.1x for its US-listed Healthcare peers, while EV-to-revenue is 3.5x and price-to-book is 0.9x. The stock returned -9.4% over the past 1 year, underperforming the S&P 500 (SPY) return of 16.8%. Over a 5-year period, the stock returned -99.8% against an 83.0% return for the S&P 500.
What analysts expect
Wall Street coverage consists of 8 Strong Buy ratings, 1 Buy rating, and zero Hold, Sell, or Strong Sell ratings. The mean price target is $5.69, which is 638.8% above the last close of $0.77. For the fiscal year ending June 30, 2027, consensus estimates call for an EPS of -$0.38 and revenue of $25,000. Over the last 4 quarters, the company beat EPS estimates 2 times. The next earnings date is November 11, 2026.
Key risks and what to watch
- The 5-year revenue CAGR from FY2021 to FY2026 was -46.9%, showing significant top-line erosion.
- Analyst consensus forecasts revenue to fall to $25,000 in FY2027 and decline another 20.0% to $20,000 in FY2028.
- The stock exhibits elevated market risk with a beta of 1.26 and a year-to-date return of -60.1%.
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 IBIO AI stock analysis
This page is an AI-written research summary of iBio, Inc. (IBIO). 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: IBIO income statement, IBIO balance sheet, IBIO key metrics, IBIO analyst forecast, IBIO chart. See the IBIO stock overview for the latest quote and news.
IBIO AI stock analysis FAQ
What does iBio, Inc. do?
iBio, Inc. is a biotechnology company that provides contract development and bioprocessing services while developing therapeutic candidates such as IBIO-100 and vaccines like IBIO-202 and IBIO-400.
Does IBIO pay a dividend?
No, iBio does not pay a dividend.
How much cash and debt does iBio have?
As of June 30, 2026, iBio held $88.0M in cash and short-term investments and $2.2M in total debt, resulting in net cash of $85.8M.
What are analysts' price targets for IBIO?
Wall Street analysts have a mean price target of $5.69, which is 638.8% above its last close of $0.77, supported by 8 Strong Buy ratings and 1 Buy rating.