Solid Biosciences Inc. (SLDB) AI Stock Analysis
SLDB AI stock analysis summary
AI ResearchSolid Biosciences Inc. (SLDB) is a clinical-stage biotechnology company focused on gene therapies for Duchenne muscular dystrophy. For the trailing twelve months ended June 30, 2026, the company generated $0 in revenue and an EPS of -$1.89. The company maintains a strong net cash position of $357.5M to fund its ongoing therapeutic pipeline development.
- Market cap
- $593.0M
- Revenue (TTM)
- $0
- P/E
- —
- 1Y return
- -10.2% S&P 500 16.8%
- Avg. target
- $18.71 238.4% vs last close
Bull case
- Wall Street sentiment is positive, with 14 combined Strong Buy and Buy ratings projecting a mean price target of $18.71, representing 238.4% potential upside.
- The balance sheet provides substantial liquidity with $377.7M in cash and short-term investments, supporting a net cash position of $357.5M as of June 30, 2026.
- Analysts project revenue to recover to $8.6M in the next fiscal year, up from an estimated $0 for the fiscal year ending December 31, 2026.
Bear case
- The company generated $0 in revenue for the trailing twelve months, with quarterly revenue growth falling 100.0% year-over-year in the quarter ended June 30, 2026.
- The company continues to produce significant net losses, posting a trailing twelve months EPS of -$1.89 and an FY2022 net income of -$86.0M.
- Shareholder dilution has been substantial, with the company's 5-year share count change showing an increase of 1818.9%.
What Solid Biosciences does
Solid Biosciences Inc. is dedicated to advancing therapies for Duchenne muscular dystrophy (DMD) within the United States. The company's primary focus lies in its lead product candidate, SGT-001, which is in Phase I/II clinical trials to facilitate the expression of functional dystrophin protein in muscles. It is also developing SGT-003, a next-generation gene transfer candidate. Additionally, Solid Biosciences pursues platform technologies, including dual gene expression and novel capsids for genetic material delivery. Founded in 2013 and based in Cambridge, Massachusetts, the company collaborates with Ultragenyx Pharmaceutical Inc. to develop and commercialize gene therapies.
Growth and profitability
Solid Biosciences generated revenue of $3.3M in FY2020, $13.6M in FY2021, and $8.1M in FY2022, representing a 2-year revenue CAGR of 55.8%. Operating margins were -2592.6% in FY2020, -530.5% in FY2021, and -1315.2% in FY2022. Net losses stood at -$88.3M in FY2020, -$72.2M in FY2021, and -$86.0M in FY2022. For the trailing twelve months ended June 30, 2026, revenue was $0, with an operating margin of 0.0% and an EPS of -$1.89. In the latest quarter ended June 30, 2026, quarterly revenue growth declined 100.0% year-over-year.
Balance sheet and cash flow
As of June 30, 2026, Solid Biosciences held $377.7M in cash and short-term investments against total debt of $20.2M, resulting in net cash of $357.5M. Total assets stood at $420.6M and shareholders' equity was $374.1M. The company shows strong liquidity with a current ratio of 13.82 and a debt-to-equity ratio of 0.05. In FY2022, free cash flow was -$101.0M. During FY2025, capital expenditures were $1.2M and share buybacks were $1.7M.
Valuation and performance
Solid Biosciences carries a market cap of $593.0M and an enterprise value of $500.8M. The company trades at a price-to-sales ratio of 3.6x, below the 4.1x median of its US-listed Healthcare peers, and a price-to-book ratio of 2.3x. Over the past year, SLDB shares dropped 10.2%, underperforming the S&P 500 (SPY), which gained 16.8%. Over a 5-year period, the stock declined 83.6% compared to an 83.0% gain for the S&P 500.
What analysts expect
Wall Street coverage includes 9 Strong Buy ratings and 5 Buy ratings, with zero Hold or Sell recommendations. The mean price target is $18.71, representing a 238.4% upside compared to the last close of $5.53. For the current fiscal year ending December 31, 2026, analysts estimate EPS of -$1.76 on revenue of $0. For the next fiscal year, 14 analysts expect EPS of -$1.71 and revenue of $8.6M. The company beat EPS estimates in 1 of the last 4 quarters, and its next earnings date is November 2, 2026.
Key risks and what to watch
- Ongoing operational burn is notable, highlighted by an FY2022 free cash flow of -$101.0M.
- Stock price volatility is high, with a beta of 2.47 and the shares trading 27.5% below their 200-day moving average.
- Short interest represents 13.5% of the float, reflecting meaningful negative market positioning.
- The company has missed analyst EPS expectations in 3 of the last 4 quarters, beating estimates only 1 time.
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 SLDB AI stock analysis
This page is an AI-written research summary of Solid Biosciences Inc. (SLDB). 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: SLDB income statement, SLDB balance sheet, SLDB key metrics, SLDB analyst forecast, SLDB chart. See the SLDB stock overview for the latest quote and news.
SLDB AI stock analysis FAQ
What is Solid Biosciences' main business focus?
Solid Biosciences Inc. develops therapies for Duchenne muscular dystrophy (DMD). Its primary clinical pipeline candidates include SGT-001, which is in Phase I/II clinical trials, and SGT-003.
Does Solid Biosciences pay a dividend?
No, Solid Biosciences does not pay a dividend. The company directs its capital toward research and development, which totaled $78.4M in FY2022.
What is the cash and debt position of SLDB?
As of June 30, 2026, the company held $377.7M in cash and short-term investments and $20.2M in total debt, resulting in a net cash balance of $357.5M and a current ratio of 13.82.
What is the analyst consensus target price for SLDB?
Analysts have an average price target of $18.71 for SLDB, which is 238.4% above its October 16, 2026 closing price of $5.53. All 14 analyst ratings are either Strong Buy (9) or Buy (5).