Silence Therapeutics plc (SLN) AI Stock Analysis
SLN AI stock analysis summary
AI ResearchSilence Therapeutics plc is a clinical-stage biotechnology firm focusing on RNA therapeutics for hematology, cardiovascular, and rare metabolic diseases. Revenue contracted sharply to $559,000 in FY2025 from $43.3M in FY2024, driving an expanded net loss of -$88.6M. The company maintains a strong liquidity position with $71.9M in net cash as of June 30, 2026.
- Market cap
- $539.5M
- Revenue (TTM)
- $615,000
- P/E
- —
- 1Y return
- 31.7% S&P 500 16.8%
- Avg. target
- $33.00 280.2% vs last close
Bull case
- Silence Therapeutics maintains a solid liquid buffer with $71.9M in net cash and virtually no debt ($112,000 total debt) as of June 30, 2026.
- Analyst consensus sets a mean price target of $33.00, representing potential upside of 280.2% over the last closing price of $8.68.
- The stock has gained 31.7% over the past year, outperforming the S&P 500 return of 16.8% over the same period.
Bear case
- Revenue fell 98.7% in FY2025 to $559,000, down from $43.3M in FY2024.
- The company generated -$62.3M in free cash flow during FY2025, driving an annual net loss of -$88.6M.
- Valuation multiples remain elevated, with the stock trading at a price-to-sales ratio of 877.2x compared to the US-listed Healthcare median of 4.1x.
What Silence Therapeutics does
Silence Therapeutics plc is a biotechnology company advancing ribonucleic acid (RNA) therapeutics in hematology, cardiovascular diseases, and rare metabolic conditions. Using its proprietary mRNAi GalNAc Oligonucleotide Discovery platform, the company targets disease-associated genes in the liver through short interfering RNA (siRNA) molecules to degrade disease-causing messenger RNA. Its clinical pipeline includes SLN360, a Phase I candidate for cardiovascular disease linked to elevated lipoprotein levels, and SLN124, in Phase I trials for non-transfusion dependent thalassemia and myelodysplastic syndrome, with additional evaluation for polycythemia vera. Silence maintains collaborative agreements with AstraZeneca PLC, Mallinckrodt Pharma IP Trading DAC, and Hansoh Pharmaceutical Group Company Limited.
Growth and profitability
Revenue dropped 98.7% in FY2025 to $559,000, down from $43.3M in FY2024 and $25.4M in FY2023. Over the five years from FY2020 to FY2025, revenue registered a compound annual growth rate of -36.7%. The net loss expanded to -$88.6M in FY2025 compared to -$45.3M in FY2024, alongside an operating margin of -16056.0%. Research and development expenses were $67.8M in FY2025, near the $67.9M spent in FY2024. For the trailing twelve months ended June 30, 2026, revenue stood at $615,000 with an operating margin of -10475.6% and diluted EPS of -$1.29, although quarterly revenue increased 197.2% year-over-year.
Balance sheet and cash flow
As of June 30, 2026, Silence Therapeutics held $72.1M in cash and short-term investments alongside total debt of $112,000, resulting in net cash of $71.9M. Total assets were $106.4M against shareholders' equity of $38.5M, supporting a current ratio of 7.42 and a debt-to-equity ratio of 0.00. In FY2025, free cash flow was -$62.3M, matching operating cash flow of -$62.3M, while capital expenditures were $55,000. Over the past five years, the company's share count changed by -46.9%.
Valuation and performance
Silence Therapeutics carries a market capitalization of $539.5M and an enterprise value of $673.9M. The stock trades at a price-to-sales multiple of 877.2x, significantly higher than the 4.1x median of its US-listed Healthcare peers. Its price-to-book ratio stands at 18.6x. Over the past year, the stock returned 31.7%, outperforming the S&P 500 (SPY) return of 16.8%. However, its five-year return of -60.2% trails the S&P 500 return of 83.0%.
What analysts expect
Wall Street coverage includes 5 Strong Buy, 1 Buy, and 1 Strong Sell recommendations. The mean price target is $33.00, representing a 280.2% premium over the October 16, 2026 close of $8.68. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $325,010 and EPS of -$0.36. For the next fiscal year, 2 analysts expect revenue of $750,530 and EPS of -$0.38. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 5, 2026.
Key risks and what to watch
- Annual operational cash burn of -$62.3M in FY2025 poses liquidity pressure relative to the $72.1M cash and short-term investment balance as of June 30, 2026.
- High stock volatility is indicated by a beta of 1.45 and a wide 52-week trading range spanning from $4.19 to $17.58.
- Commercialization remains early, reflected by trailing twelve-month revenue of just $615,000 and an operating margin of -10475.6%.
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 SLN AI stock analysis
This page is an AI-written research summary of Silence Therapeutics plc (SLN). 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: SLN income statement, SLN balance sheet, SLN key metrics, SLN analyst forecast, SLN chart. See the SLN stock overview for the latest quote and news.
SLN AI stock analysis FAQ
What clinical programs does Silence Therapeutics have in development?
Silence Therapeutics is advancing SLN360 in Phase I trials for cardiovascular disease associated with high lipoprotein levels and SLN124 in Phase I trials for non-transfusion dependent thalassemia and myelodysplastic syndrome, with additional exploration in polycythemia vera.
What is Silence Therapeutics' cash and debt position?
As of June 30, 2026, the company held $72.1M in cash and short-term investments with total debt of $112,000, resulting in a net cash position of $71.9M and a current ratio of 7.42.
Does Silence Therapeutics pay a dividend?
Silence Therapeutics does not pay a dividend.
When is the next earnings release for Silence Therapeutics?
The company's next earnings date is scheduled for November 5, 2026.