Yarrow Bioscience Inc (YARW) AI Stock Analysis
YARW AI stock analysis summary
AI ResearchYarrow Bioscience Inc is a clinical-stage biotechnology company developing therapies for autoimmune thyroid diseases. Over the trailing twelve months ended June 30, 2026, the company generated $0 in revenue with an operating margin of 0.0%. As of June 30, 2026, it held $22.9M in cash and short-term investments with a current ratio of 15.26.
- Market cap
- $170.4M
- Revenue (TTM)
- $0
- P/E
- —
- 1Y return
- 81.3% S&P 500 16.8%
- Avg. target
- $57.00 211.3% vs last close
Bull case
- Wall Street analysts maintain 3 Strong Buy ratings with a mean price target of $57.00, which is 211.3% above the last close.
- The stock returned 81.3% over the trailing one-year period, outpacing the S&P 500 return of 16.8%.
- Short-term liquidity remains supported by a current ratio of 15.26 and $22.9M in cash and short-term investments as of June 30, 2026.
Bear case
- Free cash flow was negative at -$33.1M in FY2025, while trailing twelve-month revenue was $0.
- The company's 5-year share count change shows significant dilution of 1342.0%.
- Long-term share performance shows a 5-year decline of 97.0% compared to an 83.0% gain for the S&P 500.
What Yarrow Bioscience does
Yarrow Bioscience, Inc. operates as a clinical-stage biotechnology company that engages in developing transformative therapies for autoimmune thyroid diseases. The company's candidate, YB-101, is a humanized monoclonal antibody targeting the thyroid-stimulating hormone receptor (TSHR) for the treatment of Graves' disease and thyroid eye disease. The company was incorporated in 2025, employs 7 people, and is based in New York, New York.
Growth and profitability
Annual revenue decreased at a 5-year CAGR of -51.4% from FY2020 through FY2025. In FY2021, revenue was $931,000, which fell to $477,000 in FY2022 and $424,000 in FY2023. Revenue subsequently grew 18.2% to $501,000 in FY2024 and 13.8% to $570,000 in FY2025. Gross margin stood at 100.0% from FY2021 to FY2024 before moving to 96.0% in FY2025. Operating margin in FY2025 was -5219.1%, accompanied by net income of -$26.5M and R&D expenses of $19.2M. For the trailing twelve months ended June 30, 2026, revenue stood at $0 and net margin was 0.0%.
Balance sheet and cash flow
As of June 30, 2026, Yarrow Bioscience held $22.9M in cash and short-term investments, total assets of $23.6M, and shareholders' equity of $22.1M. The company reported a current ratio of 15.26. Operating cash flow and free cash flow were both -$33.1M in FY2025, following -$34.1M in free cash flow in FY2024. Over five years, the company's share count increased by 1342.0%.
Valuation and performance
Yarrow Bioscience has a market cap of $170.4M and an enterprise value of $212.4M. Its trailing twelve-month operating margin is 0.0%, compared to 14.0% for the median of its US-listed Healthcare peers. Over the past year, YARW returned 81.3%, outperforming the 16.8% return of the S&P 500 (SPY). Over a 5-year period, the stock declined 97.0%, while the S&P 500 gained 83.0%. The stock trades 14.7% below its 200-day average and has a beta of 2.08.
What analysts expect
Wall Street coverage includes 3 Strong Buy ratings, 0 Buy ratings, and 0 Hold or Sell ratings. The mean price target is $57.00, representing a 211.3% premium over the last close of $18.31. For the fiscal year ending December 31, 2026, analysts estimate EPS of -$1.45 on $0 of revenue. For the following fiscal year, 1 analyst estimates EPS of -$1.65, representing EPS growth of -13.8%, on $0 of revenue. The next earnings date is November 5, 2026.
Key risks and what to watch
- The company posted annual net losses in every reported fiscal year, including -$26.5M in FY2025 and -$39.8M in FY2024.
- Cash burn remained elevated with operating cash flow of -$33.1M in FY2025 against $22.9M of cash and short-term investments on hand as of June 30, 2026.
- A high beta of 2.08 points to substantial price volatility relative to the broader market.
- Revenue has contracted over the long term, displaying a 5-year revenue CAGR of -51.4% from FY2020 to 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 YARW AI stock analysis
This page is an AI-written research summary of Yarrow Bioscience Inc (YARW). 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: YARW income statement, YARW balance sheet, YARW key metrics, YARW analyst forecast, YARW chart. See the YARW stock overview for the latest quote and news.
YARW AI stock analysis FAQ
What is Yarrow Bioscience's primary drug candidate?
The company's primary candidate is YB-101, a humanized monoclonal antibody targeting the thyroid-stimulating hormone receptor (TSHR) to treat Graves' disease and thyroid eye disease.
What is the consensus analyst target for YARW stock?
Analysts have an average price target of $57.00, which is 211.3% above its last closing price of $18.31 on October 16, 2026.
How much cash does Yarrow Bioscience have?
As of June 30, 2026, the company held $22.9M in cash and short-term investments, with a current ratio of 15.26.
Does YARW pay a dividend?
Yarrow Bioscience does not pay a dividend.