Cibus Inc. Class A Common Stock (CBUS)

FairStock Score: 22/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach this as a Graham-style bargain hunter and Buffett-style business assessor, and Cibus does not resemble a wonderful business at a fair price. It is an agricultural biotech with a gene-editing platform and only 118 employees. Revenue is tiny: in fiscal Q2 2026, the quarter ended 2026-06-30, it reported $994,000 of revenue and a net loss of $22.1 million, or diluted EPS of $-0.29. For fiscal year 2025, the period ended 2025-12-31, revenue was $3.6 million and net loss was $127.1 million; for fiscal year 2024, the period ended 2024-12-31, revenue was $4.3 million and net loss was $251.4 million. Those are not the numbers of a commercially proven compounder. Free cash flow is negative $46.3 million trailing twelve months, a negative 42.8% FCF yield against the $108.2 million market cap. FairStock's Piotroski F-Score is 1/9 and Altman Z-Score is -3.91, warning of financial fragility. At the 2026-10-13 close, P/B is 7.42 even though ROE is -223.16%. The company may have valuable patents, but I cannot see a moat until licensing revenue scales and losses shrink. The FairStock Score is 22/100, and the Peter Lynch category is none because it lost money in each of the last four years. The price near the 52-week low of $1.09 may attract speculators, but value investors should demand evidence of durable cash generation. Until then, this is a lottery ticket on science, not a margin-of-safety investment.

In plain English: Cibus is a small agricultural biotech that edits plant genes and licenses traits to help crops and reduce chemical use. It is not yet a strong business: in the quarter ended 2026-06-30 it reported $994,000 of revenue and a $22.1 million loss, and it is burning cash. At $1.41 on 2026-10-13, the price looks speculative and expensive relative to those current numbers, though the technology could become valuable if sales eventually grow.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer