TG-17, Inc. (OBAI) AI Stock Analysis

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

OBAI AI stock analysis summary

AI Research

TG-17, Inc. (OBAI) is an AI-powered personal security company with a market capitalization of $209,978. In FY2025, the company generated $10.0M in revenue alongside a net loss of -$10.5M and negative operating cash flow of -$6.9M. Over the trailing twelve months, revenue reached $9.9M with an operating margin of -185.2%.

Market cap
$209,978
Revenue (TTM)
$9.9M
P/E
—
1Y return
—
S&P 500 16.8%
Avg. target
$2.00
1328.6% vs last close

Bull case

  • Analyst consensus projects next fiscal year revenue to grow 76.3% to $15.5M.
  • The single analyst covering the stock has a mean price target of $2.00, which is 1328.6% above the last close of $0.14.
  • Insiders hold a 31.3% stake in the company, aligning leadership with shareholder outcomes.

Bear case

  • The company reported negative shareholders' equity of -$13.4M and a current ratio of 0.88 as of June 30, 2026.
  • Free cash flow was negative in FY2025 at -$7.0M, and operating margins for the trailing twelve months stood at -185.2%.
  • Gross margins compressed from 14.8% in FY2023 to 5.7% in FY2025, alongside a quarterly revenue decline of 6.8% year-over-year in the period ended June 30, 2026.

What TG-17 does

TG-17, Inc., formerly operating as Our Bond, Inc., provides preventative personal security solutions powered by artificial intelligence across the United States, Israel, and France. Its offerings include personal security applications, command center technologies, and personal security agents. In addition, the company delivers air guardian first responder drone services, executive protection, guarding, and consulting services. Founded in 2017 and based in New York, New York, the company employs 52 people and completed its IPO in 2026.

Growth and profitability

Revenue increased from $7.2M in FY2023 to $9.7M in FY2024 and reached $10.0M in FY2025, reflecting a two-year compound annual growth rate of 17.8%. Revenue growth moderated to 2.4% in FY2025 after expanding 35.4% in FY2024. Profitability remains negative, with net losses of -$12.3M in FY2023, -$11.0M in FY2024, and -$10.5M in FY2025. Gross margin contracted from 14.8% in FY2023 to 6.7% in FY2024 and 5.7% in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue declined 6.8% year-over-year, while trailing twelve month operating margin stood at -185.2% and EPS was -$11.79.

OBAI income statement →

Balance sheet and cash flow

As of June 30, 2026, the company held $5.2M in cash and short-term investments against total debt of $14.8M, resulting in net debt of $9.6M. Total assets stood at $7.4M, with a current ratio of 0.88 and shareholders' equity of -$13.4M, indicating negative equity. Cash generation remains negative, with operating cash flow of -$6.9M and free cash flow of -$7.0M in FY2025. During FY2025, capital expenditures were $34,000 and dividends paid were $88,000.

OBAI balance sheet →

Valuation and performance

TG-17 trades at a price-to-sales multiple of 0.0x and an enterprise value-to-revenue ratio of 1.0x, based on an enterprise value of $10.0M and a market capitalization of $209,978. In comparison, the median of its US-listed Technology peers trades at a price-to-sales ratio of 2.8x, a trailing P/E of 28.1x, and an EV/EBITDA of 16.6x. The stock closed at $0.14 on October 16, 2026, down from its 52-week high of $770.00 and below its 52-week low of $2.60, while the S&P 500 (SPY) returned 16.8% over the past year.

OBAI key metrics →

What analysts expect

Wall Street coverage includes 1 Buy rating, with 0 Strong Buy, 0 Hold, 0 Sell, and 0 Strong Sell ratings. The mean price target is $2.00, representing a 1328.6% premium over the last close of $0.14. For the current fiscal year ending December 31, 2026, analysts estimate an EPS of -$0.84 and revenue of $8.8M. For the next fiscal year, 1 analyst projects revenue of $15.5M, representing 76.3% growth, and an EPS of -$0.45. The next earnings date is November 13, 2026.

OBAI forecast and price target →

Key risks and what to watch

  • A net debt position of $9.6M paired with -$6.9M in FY2025 operating cash flow presents liquidity pressure.
  • The current ratio of 0.88 indicates short-term obligations exceed liquid assets as of June 30, 2026.
  • Revenue for the current fiscal year is estimated to decrease to $8.8M compared to $10.0M reported in FY2025.

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 OBAI AI stock analysis

This page is an AI-written research summary of TG-17, Inc. (OBAI). 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: OBAI income statement, OBAI balance sheet, OBAI key metrics, OBAI analyst forecast, OBAI chart. See the OBAI stock overview for the latest quote and news.

OBAI AI stock analysis FAQ

What was TG-17's revenue in FY2025?

TG-17 reported revenue of $10.0M for FY2025, representing an increase of 2.4% over FY2024.

Does TG-17 have positive equity?

No, the company reported negative shareholders' equity of -$13.4M as of June 30, 2026.

What is the analyst price target for OBAI?

The mean price target is $2.00, which is 1328.6% higher than the last close of $0.14.

When is TG-17's next earnings report?

The next earnings date is scheduled for November 13, 2026.

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