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Allied Gaming & Entertainment Inc. (AGAE) Stock Fundamental Analysis & AI Rating 2026

AGAE Nasdaq Services-Amusement & Recreation Services DE CIK: 0001708341
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-09-30
Combined AI Rating
STRONG SELL
92% Confidence
STRONG AGREEMENT
STRONG SELL
95% Conf
STRONG SELL
88% Conf

📊 AGAE Key Takeaways

Revenue: $6.0M
Net Margin: -248.4%
Free Cash Flow: $-3.8M
Current Ratio: 1.79x
Debt/Equity: 0.04x
EPS: $-0.37
AI Rating: STRONG SELL with 95% confidence
Allied Gaming & Entertainment Inc. (AGAE) receives a STRONG SELL rating with 92% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $6.0M, net profit margin of -248.4%, and return on equity (ROE) of -28.7%, Allied Gaming & Entertainment Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete AGAE stock analysis for 2026.

Is Allied Gaming & Entertainment Inc. (AGAE) a Good Investment?

Claude

Allied Gaming & Entertainment is in severe financial distress with massive operating losses (-309% margin), negative free cash flow, and burn rate that will deplete cash reserves within 4 years. The company generates only $6M in revenue against $18.7M in operating losses, indicating fundamental business model dysfunction that cannot be sustained.

ChatGPT

Allied Gaming & Entertainment’s fundamentals are very weak: revenue remains small relative to its cost structure, operating losses are extreme, and free cash flow is materially negative. While the balance sheet is not heavily levered and liquidity is still adequate, the business currently shows poor earnings quality and limited evidence of scalable, profitable growth.

Why Buy Allied Gaming & Entertainment Inc. Stock? AGAE Key Strengths

Claude
  • + Adequate liquidity position with $15.4M cash and 1.79x current ratio providing short-term runway
  • + Low leverage with 0.04x debt-to-equity ratio reduces refinancing risk and financial distress probability
  • + Positive stockholders equity of $52.4M represents residual asset value if company liquidates
ChatGPT
  • + Low leverage with debt/equity of 0.04x reduces balance-sheet risk
  • + Cash of $15.45M and a 1.79x current ratio provide near-term liquidity support
  • + Positive equity base of $52.38M gives the company some financial flexibility despite losses

AGAE Stock Risks: Allied Gaming & Entertainment Inc. Investment Risks

Claude
  • ! Catastrophic profitability with -248% net margin and -14% ROA indicating severe operational losses on every dollar of assets
  • ! Negative free cash flow of -$3.8M annually with current cash reserves depleting within 4 years at current burn rate
  • ! Revenue of only $6M insufficient to cover $18.7M operating losses, requiring either revenue growth of 4x+ or massive restructuring to achieve viability
  • ! Zero insider buying activity and no evidence of operational turnaround despite significant losses
ChatGPT
  • ! Operating margin of -309.2% and net margin of -248.4% indicate an unsustainable cost structure
  • ! Negative operating cash flow and free cash flow suggest the business is consuming cash rather than funding itself
  • ! Very weak interest coverage and declining diluted EPS signal continued pressure on profitability and capital allocation

Key Metrics to Watch

Claude
  • * Quarterly revenue trends - requires immediate growth acceleration to $25M+ to approach cash flow breakeven
  • * Operating cash burn rate - must demonstrate reduction below -$1M quarterly within 2-3 quarters or solvency becomes critical
  • * Path to positive EBITDA - requires either 5x revenue growth or 70% cost reduction to reach sustainability threshold
ChatGPT
  • * Revenue growth relative to operating expense growth
  • * Operating cash flow and free cash flow trend

Allied Gaming & Entertainment Inc. (AGAE) Financial Metrics & Key Ratios

Revenue
$6.0M
Net Income
$-15.0M
EPS (Diluted)
$-0.37
Free Cash Flow
$-3.8M
Total Assets
$106.8M
Cash Position
$15.4M

💡 AI Analyst Insight

Allied Gaming & Entertainment Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

AGAE Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -309.2%
Net Margin -248.4%
ROE -28.7%
ROA -14.1%
FCF Margin -62.9%

AGAE vs Services Sector: How Allied Gaming & Entertainment Inc. Compares

How Allied Gaming & Entertainment Inc. compares to Services sector averages

Net Margin
AGAE -248.4%
vs
Sector Avg 10.0%
AGAE Sector
ROE
AGAE -28.7%
vs
Sector Avg 16.0%
AGAE Sector
Current Ratio
AGAE 1.8x
vs
Sector Avg 1.5x
AGAE Sector
Debt/Equity
AGAE 0.0x
vs
Sector Avg 0.7x
AGAE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Allied Gaming & Entertainment Inc. Stock Overvalued? AGAE Valuation Analysis 2026

Based on fundamental analysis, Allied Gaming & Entertainment Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
-28.7%
Sector avg: 16%
Net Profit Margin
-248.4%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.04x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Allied Gaming & Entertainment Inc. Balance Sheet: AGAE Debt, Cash & Liquidity

Current Ratio
1.79x
Quick Ratio
1.79x
Debt/Equity
0.04x
Debt/Assets
46.7%
Interest Coverage
-94.31x
Long-term Debt
$2.0M

AGAE Revenue & Earnings Growth: 5-Year Financial Trend

AGAE 5-year financial data: Year 2020: Revenue $7.5M, Net Income -$16.7M, EPS N/A. Year 2021: Revenue $5.0M, Net Income -$45.1M, EPS N/A. Year 2022: Revenue $6.1M, Net Income $62.9M, EPS N/A. Year 2023: Revenue $5.0M, Net Income N/A, EPS $-0.28. Year 2024: Revenue $9.1M, Net Income -$3.4M, EPS $-0.09.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Allied Gaming & Entertainment Inc.'s revenue has grown significantly by 20% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.09 indicates the company is currently unprofitable.

AGAE Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-62.9%
Free cash flow / Revenue

AGAE Quarterly Earnings & Performance

Quarterly financial performance data for Allied Gaming & Entertainment Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2024 $1.1M $75.2K $0.00
Q2 2024 $2.6M -$691.2K $-0.02
Q1 2023 $1.2M -$1.9M $-0.05

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Allied Gaming & Entertainment Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$3.7M
Cash generated from operations
Stock Buybacks
$422
Shares repurchased (TTM)
Capital Expenditures
$108.8K
Investment in assets
Dividends
None
No dividend program

AGAE SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Allied Gaming & Entertainment Inc. (CIK: 0001708341)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 8-K f8k_040226.htm View →
Feb 4, 2026 8-K ea0275521-8k_allied.htm View →
Jan 9, 2026 DEF 14A ny20061398x2_def14a.htm View →
Nov 20, 2025 8-K a8k.htm View →
Nov 19, 2025 10-Q ea0264706-10q_allied.htm View →

Frequently Asked Questions about AGAE

What is the AI rating for AGAE?

Allied Gaming & Entertainment Inc. (AGAE) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 92% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AGAE's key strengths?

Claude: Adequate liquidity position with $15.4M cash and 1.79x current ratio providing short-term runway. Low leverage with 0.04x debt-to-equity ratio reduces refinancing risk and financial distress probability. ChatGPT: Low leverage with debt/equity of 0.04x reduces balance-sheet risk. Cash of $15.45M and a 1.79x current ratio provide near-term liquidity support.

What are the risks of investing in AGAE?

Claude: Catastrophic profitability with -248% net margin and -14% ROA indicating severe operational losses on every dollar of assets. Negative free cash flow of -$3.8M annually with current cash reserves depleting within 4 years at current burn rate. ChatGPT: Operating margin of -309.2% and net margin of -248.4% indicate an unsustainable cost structure. Negative operating cash flow and free cash flow suggest the business is consuming cash rather than funding itself.

What is AGAE's revenue and growth?

Allied Gaming & Entertainment Inc. reported revenue of $6.0M.

Does AGAE pay dividends?

Allied Gaming & Entertainment Inc. does not currently pay dividends.

Where can I find AGAE SEC filings?

Official SEC filings for Allied Gaming & Entertainment Inc. (CIK: 0001708341) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AGAE's EPS?

Allied Gaming & Entertainment Inc. has a diluted EPS of $-0.37.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AGAE a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Allied Gaming & Entertainment Inc. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is AGAE stock overvalued or undervalued?

Valuation metrics for AGAE: ROE of -28.7% (sector avg: 16%), net margin of -248.4% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy AGAE stock in 2026?

Our dual AI analysis gives Allied Gaming & Entertainment Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is AGAE's free cash flow?

Allied Gaming & Entertainment Inc.'s operating cash flow is $-3.7M, with capital expenditures of $108.8K. FCF margin is -62.9%.

How does AGAE compare to other Services stocks?

Vs Services sector averages: Net margin -248.4% (avg: 10%), ROE -28.7% (avg: 16%), current ratio 1.79 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-09-30 | Powered by Claude AI