TaoWeave Inc. (TWAV) AI Stock Analysis
TWAV AI stock analysis summary
AI ResearchTaoWeave Inc. (TWAV) is a digital asset treasury company focused on the Bittensor (TAO) protocol. Over the trailing twelve months, the company generated revenue of $2.5M alongside a net profit margin of -272.1%. The stock trades at a market cap of $5.5M after declining 47.0% over the past year.
- Market cap
- $5.5M
- Revenue (TTM)
- $2.5M
- P/E
- —
- 1Y return
- -47.0% S&P 500 16.8%
- Avg. target
- —
Bull case
- Gross margin improved to 41.6% in FY2025 after dropping to 13.9% in FY2024.
- TaoWeave maintained short-term liquidity with a current ratio of 4.45 as of June 30, 2026.
- The stock trades at a price-to-sales multiple of 2.2x, below the 3.2x median of US-listed Financial Services peers.
Bear case
- Revenue contracted at a 5-year CAGR of -30.8% between FY2020 and FY2025, with quarterly revenue falling 11.8% year-over-year in the period ended June 30, 2026.
- The company burned -$3.0M in free cash flow in FY2025 and held $735,000 in cash and short-term investments as of June 30, 2026.
- Historical dilution has been substantial, with the 5-year share count rising by 7513.8%.
What TaoWeave does
TaoWeave, Inc. is a digital asset treasury company headquartered in Denver, Colorado. The company focuses on Bittensor (TAO), a decentralized, open-source protocol that creates a marketplace for machine intelligence. It enables artificial intelligence models to be trained, shared, and monetized in a permissionless environment. Additionally, it provides TAO, the native token of the Bittensor network used for staking, governance, and compensating AI model contributors. Formerly known as Oblong, Inc., the company changed its name to TaoWeave, Inc. in December 2025 and employs 7 people.
Growth and profitability
TaoWeave's annual revenue declined from $7.7M in FY2021 to $5.5M in FY2022, $3.8M in FY2023, and $2.4M in FY2024, before increasing 2.5% to $2.4M in FY2025. Over the 5-year span from FY2020 to FY2025, revenue compound annual growth rate was -30.8%. Operating margin was -121.5% in FY2025, with net income of -$6.4M and a net margin of -260.8%. Gross margin rebounded to 41.6% in FY2025 compared to 13.9% in FY2024. For the latest quarter ended June 30, 2026, revenue fell 11.8% year-over-year. Trailing twelve month revenue stands at $2.5M with an operating margin of -161.1% and EPS of -$2.15.
Balance sheet and cash flow
As of June 30, 2026, TaoWeave held $735,000 in cash and short-term investments, with total assets of $6.8M and shareholders equity of $5.5M. The company reported a current ratio of 4.45. Operating cash flow was -$3.0M and free cash flow was -$3.0M in FY2025, while capital expenditures totaled $8.7M. Over the trailing five years, the company's share count increased by 7513.8%.
Valuation and performance
At $1.41 per share on October 16, 2026, TaoWeave has a market cap of $5.5M and an enterprise value of $5.2M. The stock trades at a price-to-sales ratio of 2.2x and an enterprise value to revenue multiple of 2.1x, below the 3.2x median price-to-sales ratio of its US-listed Financial Services peers. Over the past year, the stock returned -47.0%, compared to a 16.8% return for the S&P 500 (SPY). Over five years, the shares fell 99.9% while the benchmark rose 83.0%.
What analysts expect
Wall Street analyst coverage for TaoWeave is limited, with no reported consensus ratings or price targets. The company beat EPS estimates in 2 of the last 4 quarters. Its next earnings report date is scheduled for November 12, 2026.
Key risks and what to watch
- Net profitability is severely negative, demonstrated by a TTM profit margin of -272.1% and net income of -$6.4M in FY2025.
- Cash resources stand at $735,000 as of June 30, 2026, against negative operating cash flow of -$3.0M in FY2025.
- The stock demonstrates heightened volatility, carrying a beta of 2.62 and a 1-year return of -47.0%.
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 TWAV AI stock analysis
This page is an AI-written research summary of TaoWeave Inc. (TWAV). 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: TWAV income statement, TWAV balance sheet, TWAV key metrics, TWAV chart. See the TWAV stock overview for the latest quote and news.
TWAV AI stock analysis FAQ
What does TaoWeave Inc. do?
TaoWeave Inc. operates as a digital asset treasury company focused on Bittensor (TAO), a decentralized protocol that enables AI models to be trained, shared, and monetized. The company was formerly named Oblong, Inc. until December 2025.
What is TaoWeave's market cap and valuation?
As of October 16, 2026, TaoWeave had a market cap of $5.5M and an enterprise value of $5.2M. The stock trades at a price-to-sales ratio of 2.2x and a price-to-book ratio of 1.1x.
Does TaoWeave pay a dividend?
No, TaoWeave does not pay a dividend.
When is TaoWeave's next earnings date?
The next scheduled earnings date for TaoWeave is November 12, 2026.