Jaguar Health, Inc. (JAGX) AI Stock Analysis
JAGX AI stock analysis summary
AI ResearchJaguar Health, Inc. is a commercial-stage pharmaceutical company focused on developing prescription treatments for gastrointestinal disorders. Over the trailing twelve months, the company generated $27.8M in revenue with an operating margin of -620.2% and a profit margin of -130.8%. Its shares have fallen 99.7% over the past year, closing at $3.52 as of October 16, 2026.
- Market cap
- $6.9M
- Revenue (TTM)
- $27.8M
- P/E
- — fwd 200.0x
- 1Y return
- -99.7% S&P 500 16.8%
- Avg. target
- $262.50 7346.8% vs last close
Bull case
- In FY2025, the company generated positive operating cash flow and free cash flow of $5.8M after consecutive years of cash burn.
- Jaguar Health's price-to-sales multiple of 0.2x represents a substantial discount to the US-listed Healthcare peer median of 4.1x.
- The consensus analyst mean price target of $262.50 sits 7346.8% above the last closing price of $3.52.
Bear case
- The company incurred a net loss of -$53.4M in FY2025 and holds a trailing twelve-month profit margin of -130.8%.
- Quarterly revenue fell 58.9% year-over-year in the latest quarter ended June 30, 2026.
- JAGX shares plunged 99.7% over the past year, significantly trailing the 16.8% gain of the S&P 500.
What Jaguar Health does
Jaguar Health, Inc. is a pharmaceutical company that develops prescription medications for human and animal gastrointestinal disorders, particularly chronic and debilitating diarrhea. Operating via Human Health and Animal Health segments, the company markets Mytesi for symptomatic relief of noninfectious diarrhea in adults living with HIV/AIDS on antiretroviral therapy. It is also advancing Crofelemer for cancer therapy-related diarrhea, orphan pediatric indications, inflammatory bowel diseases, short bowel syndrome, and irritable bowel syndrome. Additionally, its Animal Health segment develops Canalevia for chemotherapy-induced and exercise-induced diarrhea in dogs, alongside lechlemer for cholera.
Growth and profitability
From FY2021 to FY2025, Jaguar Health showed fluctuating top-line results, starting at $4.3M in FY2021 before increasing 175.8% to $12.0M in FY2022. Revenue reached $9.8M in FY2023 and $11.7M in FY2024, followed by a 1.5% decrease to $11.5M in FY2025, reflecting a 5-year CAGR of 4.2% from FY2020. Annual net losses remained elevated, reporting -$52.6M in FY2021, -$47.5M in FY2022, -$41.3M in FY2023, -$38.5M in FY2024, and -$53.4M in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue fell 58.9% year-over-year, while trailing twelve-month revenue totaled $27.8M with a net profit margin of -130.8%.
Balance sheet and cash flow
As of June 30, 2026, Jaguar Health held $6.6M in cash and short-term investments alongside total debt of $16.7M, resulting in net debt of $10.1M. Shareholders' equity was $6.6M against total assets of $34.2M, with a current ratio of 0.69 and a debt-to-equity ratio of 2.52. During FY2025, operating cash flow turned positive to $5.8M, matching free cash flow of $5.8M. For cash use in FY2025, the company deployed $25,000 toward capital expenditures and spent $31.1M on share buybacks.
Valuation and performance
Jaguar Health carries a market cap of $6.9M and an enterprise value of $19.1M. The stock trades at a price-to-sales ratio of 0.2x and an EV-to-revenue ratio of 0.7x, both below the median of its US-listed Healthcare peers, which trades at a price-to-sales multiple of 4.1x. Its forward P/E stands at 200.0x compared to the peer median of 17.3x. Over the past year, JAGX fell 99.7%, lagging the S&P 500 (SPY) gain of 16.8%, and is down 100.0% over a 5-year span.
What analysts expect
Covering Wall Street research sets a mean price target of $262.50, representing an implied premium of 7346.8% over the last close of $3.52. For the current fiscal year ending December 31, 2026, estimates project an EPS of -$4.20 on $0 in revenue. For next fiscal year, one analyst forecasts revenue of $14.1M and an EPS of -$9.45. Over the last four quarters, Jaguar Health exceeded EPS estimates once. The company's next earnings date is scheduled for November 13, 2026.
Key risks and what to watch
- A current ratio of 0.69 as of June 30, 2026, highlights short-term liquidity constraints.
- Total debt of $16.7M exceeds cash and short-term investments of $6.6M, driving a high debt-to-equity ratio of 2.52.
- Trailing twelve-month operating margin stands at -620.2%, reflecting persistent ongoing operating deficits.
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 JAGX AI stock analysis
This page is an AI-written research summary of Jaguar Health, Inc. (JAGX). 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: JAGX income statement, JAGX balance sheet, JAGX key metrics, JAGX analyst forecast, JAGX chart. See the JAGX stock overview for the latest quote and news.
JAGX AI stock analysis FAQ
What does Jaguar Health do?
Jaguar Health, Inc. develops prescription gastrointestinal medications for both humans and animals, including Mytesi for HIV-related noninfectious diarrhea and drug candidates Crofelemer and Canalevia.
What is Jaguar Health's debt level?
As of June 30, 2026, Jaguar Health had $16.7M in total debt and $6.6M in cash and short-term investments, resulting in net debt of $10.1M and a debt-to-equity ratio of 2.52.
Does Jaguar Health pay a dividend?
Jaguar Health does not pay a dividend.
What are analysts' revenue and earnings targets for Jaguar Health?
For the next fiscal year, one analyst forecasts revenue of $14.1M and an EPS of -$9.45, with a mean price target across analysts of $262.50.
When is Jaguar Health's next earnings report?
Jaguar Health is scheduled to report earnings on November 13, 2026.