Moolec Science SA (MLEC) AI Stock Analysis
MLEC AI stock analysis summary
AI ResearchMoolec Science SA is a biotechnology company developing animal proteins in plants through molecular farming. While FY2025 revenue expanded to $333.6M, the company recorded a net income of -$111.5M and negative free cash flow of -$30.1M. Its balance sheet shows $1.1M in cash alongside total debt of $66.5M as of March 31, 2026.
- Market cap
- $1.2M
- Revenue (TTM)
- $7.8M
- P/E
- —
- 1Y return
- -83.5% S&P 500 16.8%
- Avg. target
- $3.00 78.6% vs last close
Bull case
- FY2025 revenue surged 5830.7% to $333.6M, contributing to a 2-year revenue CAGR of 1819.9%.
- Gross margin expanded significantly from -15.8% in FY2023 to 34.2% in FY2025.
- Analysts maintain a mean price target of $3.00, which sits 78.6% above the last close of $1.68.
Bear case
- The company generated net income of -$111.5M and negative free cash flow of -$30.1M in FY2025.
- Cash and short-term investments stood at $1.1M against total debt of $66.5M as of March 31, 2026.
- The stock price fell 83.5% over the past year and remains 77.2% below its 200-day moving average.
What Moolec Science does
Moolec Science SA is a food ingredient company specializing in molecular farming to produce authentic animal proteins within plant environments. Its product portfolio includes Chymosin SPC, a dairy ingredient; GLA SONOVA, a nutritional oil; POORK+, an animal meat-free ingredient made from soybeans with porcine proteins; and BEEF+, a meat replacement product. Operating across the United States, Europe, and South America, the company seeks to bridge animal-based proteins and plant alternatives to reduce environmental impact. Founded in 2020 and headquartered in Luxembourg, it expands its operations through research and development alongside strategic partnerships.
Growth and profitability
Revenue grew from $905,049 in FY2023 to $5.6M in FY2024, representing 521.5% growth, before reaching $333.6M in FY2025 with revenue growth of 5830.7%. Across those two fiscal years, revenue CAGR was 1819.9%. Gross margin improved from -15.8% in FY2023 to 8.4% in FY2024 and 34.2% in FY2025. Operating margin also improved from -735.2% to -160.8% and -3.1% over the same periods. However, net income remained negative, dropping from -$51.8M in FY2023 and -$7.3M in FY2024 to -$111.5M in FY2025. For the latest quarter ended March 31, 2025, quarterly revenue growth was 948.3% year-over-year.
Balance sheet and cash flow
As of March 31, 2026, Moolec Science held $1.1M in cash and short-term investments against total debt of $66.5M, resulting in net debt of $65.4M and a current ratio of 0.15. Debt-to-equity stood at 7.21, with shareholders' equity of $9.2M and total assets of $103.4M. For FY2025, operating cash flow was -$24.5M, free cash flow was -$30.1M, and capital expenditures reached $5.7M. The company also spent $926,899 on share buybacks in FY2025.
Valuation and performance
Moolec Science carries a market cap of $1.2M and an enterprise value of $69.9M. Its price-to-sales multiple is 0.0x, well below the 4.1x median of its US-listed Healthcare peers. Its price-to-book ratio is 0.5x, and EV to revenue is 0.2x. Over the past year, the stock declined 83.5%, underperforming the S&P 500 benchmark return of 16.8%. The stock also trades 77.2% below its 200-day average, with a 52-week range of $1.50 to $23.22.
What analysts expect
The mean price target for Moolec Science is $3.00, representing an upside of 78.6% from the last close of $1.68 on October 16, 2026. For the next fiscal year, analysts estimate revenue of $8.6M, representing revenue growth of 30.0%, and an EPS estimate of $0.00, reflecting EPS growth of 7.7%. In its recent quarterly earnings track record, the company achieved 2 EPS beats out of the last 4 quarters.
Key risks and what to watch
- A current ratio of 0.15 and net debt of $65.4M highlight severe near-term liquidity pressure.
- Operating cash flow was negative at -$24.5M in FY2025 alongside a return on equity of -174.7%.
- Net margin was -33.4% in FY2025, reflecting continued unprofitability despite revenue expansion.
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 MLEC AI stock analysis
This page is an AI-written research summary of Moolec Science SA (MLEC). 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: MLEC income statement, MLEC balance sheet, MLEC key metrics, MLEC chart. See the MLEC stock overview for the latest quote and news.
MLEC AI stock analysis FAQ
What is Moolec Science SA's primary business?
Moolec Science SA develops animal proteins within plants using molecular farming techniques. Its product portfolio includes Chymosin SPC, GLA SONOVA, POORK+, and BEEF+.
What were Moolec Science's FY2025 financial results?
In FY2025, revenue reached $333.6M, up 5830.7% from $5.6M in FY2024. However, the company posted net income of -$111.5M and free cash flow of -$30.1M.
How much debt does Moolec Science have?
As of March 31, 2026, the company had $66.5M in total debt and $1.1M in cash, resulting in net debt of $65.4M and a debt-to-equity ratio of 7.21.
What is the analyst price target for MLEC?
The mean analyst price target is $3.00, which is 78.6% higher than the October 16, 2026 closing price of $1.68.