SAB Biotherapeutics, Inc. (SABS) AI Stock Analysis

SAB Biotherapeutics, Inc. is a clinical-stage biopharmaceutical company headquartered in Sioux Falls, South Dakota. Founded in 2014, the company focuses on developing immunotherapies using human antibodies. Utilizing genetic engineering and antibody science, SAB established transchromosomic bovine herds capable of producing fully human polyclonal antibodies without human donors through its proprietary DiversitAb platform. Its therapeutic targets span infectious diseases such as COVID-19 and influenza, as well as autoimmune conditions, organ transplantation, and cancer. Key product candidates include SAB-185 in Phase III trials for COVID-19, SAB-176 for severe influenza, and pre-clinical candidate SAB-142 for type 1 diabetes and organ transplant induction or rejection.

SAB Biotherapeutics saw revenue drop from $60.9M in FY2021 to $23.9M in FY2022, $2.2M in FY2023, and $1.3M in FY2024, resulting in a 5-year revenue CAGR of -17.4% from FY2019 to FY2024. Gross margin worsened from 97.3% in FY2021 to -262.4% in FY2024, while operating margin fell to -3244.9%. Annual net losses widened from -$17.1M in FY2021 to -$34.1M in FY2024, with research and development expenses reaching $30.2M in FY2024. For the trailing twelve months ended June 30, 2026, revenue stood at $114,698 with diluted EPS of -$1.29. In the latest quarter, quarterly revenue declined 62.4% year-over-year and quarterly earnings declined 60.0%.

As of June 30, 2026, SAB Biotherapeutics reported cash and short-term investments of $102.6M and total debt of $5.1M, yielding net cash of $97.5M. The company maintains a strong liquidity position with a current ratio of 9.22 and a debt-to-equity ratio of 0.02. Total assets were $238.2M compared to shareholders' equity of $214.8M. Operating cash flow was -$34.3M and free cash flow was -$34.6M in FY2024, while FY2025 capital expenditures were $933,151. Over the trailing five years, the company's share count increased 1734.7%.

At a last close of $2.53 on October 16, 2026, SAB Biotherapeutics had a market capitalization of $230.2M and an enterprise value of $211.4M. The stock trades at a price-to-sales multiple of 3.0x, which is below the 4.1x median of its US-listed Healthcare peers. Its EV-to-EBITDA multiple of 64.2x compares to the peer median of 12.0x, and its price-to-book ratio is 1.5x. Over the past year, the stock returned 16.6%, trailing the S&P 500 (SPY) return of 16.8%. Over five years, the stock fell 97.5%, compared to an 83.0% gain for the S&P 500.

Wall Street coverage includes 10 Strong Buy ratings and 1 Buy rating, with no Hold, Sell, or Strong Sell recommendations. The mean price target is $11.64, representing an implied upside of 359.9% over the October 16, 2026 closing price of $2.53. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $0 and EPS of -$1.16. For the next fiscal year, 5 analysts project revenue of $62,500 and EPS of -$0.95. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 13, 2026.

This page is an AI-written research summary of SAB Biotherapeutics, Inc. (SABS). 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.

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