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Axsome Therapeutics, Inc. (AXSM) Stock Fundamental Analysis & AI Rating 2026

AXSM Nasdaq Pharmaceutical Preparations DE CIK: 0001579428
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
76% Confidence
AGREEMENT
SELL
78% Conf
HOLD
74% Conf

📊 AXSM Key Takeaways

Revenue: $638.5M
Net Margin: -28.7%
Free Cash Flow: $-93.9M
Current Ratio: 1.55x
Debt/Equity: 1.33x
EPS: $-3.68
AI Rating: SELL with 78% confidence
Axsome Therapeutics, Inc. (AXSM) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $638.5M, net profit margin of -28.7%, and return on equity (ROE) of -207.5%, Axsome Therapeutics, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete AXSM stock analysis for 2026.

Is Axsome Therapeutics, Inc. (AXSM) a Good Investment?

Claude

Axsome exhibits strong revenue growth of 65.5% YoY, demonstrating market traction for its pharmaceutical products. However, the company is deeply unprofitable with -28.7% net margins, substantial operating losses of -$166.8M, and negative free cash flow of -$93.9M, indicating the business is not yet self-sustaining. While the $322.9M cash position provides runway, the current burn rate and path to profitability remain concerning for investors.

ChatGPT

Axsome Therapeutics is showing strong commercial momentum, with revenue up 65.5% year over year and EPS losses improving materially, which suggests operating scale is building. However, the company remains meaningfully unprofitable, is burning cash, and has a thin equity base relative to liabilities, so the growth story still needs to translate into durable margin improvement and stronger balance sheet resilience.

Why Buy Axsome Therapeutics, Inc. Stock? AXSM Key Strengths

Claude
  • + Exceptional revenue growth of 65.5% YoY demonstrates strong market demand and successful commercialization
  • + Solid liquidity position with $322.9M cash and 1.55x current ratio providing financial flexibility
  • + Improving diluted EPS trend with 38.6% YoY improvement despite continued losses shows cost discipline
ChatGPT
  • + Revenue growth of 65.5% YoY indicates strong demand and expanding commercial execution
  • + Cash and equivalents of $322.93M provide a meaningful liquidity cushion relative to ongoing losses
  • + Current ratio of 1.55x and quick ratio of 1.48x suggest near-term obligations are manageable

AXSM Stock Risks: Axsome Therapeutics, Inc. Investment Risks

Claude
  • ! Chronic unprofitability with -$183.2M net income and -$93.9M operating cash flow indicating unsustainable business model
  • ! High leverage with 1.33x debt-to-equity ratio and $117.7M long-term debt while company is cash flow negative
  • ! Significant cash burn rate of $93.9M in free cash flow could deplete $322.9M reserves within 3-4 years without profitability
ChatGPT
  • ! Operating margin of -26.1% and net margin of -28.7% show the business is still far from sustained profitability
  • ! Negative operating cash flow of $-93.41M and free cash flow of $-93.89M indicate continued cash burn
  • ! Very low equity base of $88.30M against $601.51M of liabilities and debt/equity of 1.33x weakens financial flexibility

Key Metrics to Watch

Claude
  • * Path to operating profitability and timeline to positive operating cash flow
  • * Cash runway and burn rate trajectory given current spending levels
  • * Revenue growth sustainability and gross margin expansion as volumes scale
ChatGPT
  • * Operating margin trend and net loss reduction
  • * Operating cash flow burn relative to cash balance

Axsome Therapeutics, Inc. (AXSM) Financial Metrics & Key Ratios

Revenue
$638.5M
Net Income
$-183.2M
EPS (Diluted)
$-3.68
Free Cash Flow
$-93.9M
Total Assets
$689.8M
Cash Position
$322.9M

💡 AI Analyst Insight

Axsome Therapeutics, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

AXSM Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -26.1%
Net Margin -28.7%
ROE -207.5%
ROA -26.6%
FCF Margin -14.7%

AXSM vs Healthcare Sector: How Axsome Therapeutics, Inc. Compares

How Axsome Therapeutics, Inc. compares to Healthcare sector averages

Net Margin
AXSM -28.7%
vs
Sector Avg 12.0%
AXSM Sector
ROE
AXSM -207.5%
vs
Sector Avg 15.0%
AXSM Sector
Current Ratio
AXSM 1.6x
vs
Sector Avg 2.0x
AXSM Sector
Debt/Equity
AXSM 1.3x
vs
Sector Avg 0.6x
AXSM Sector

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

Is Axsome Therapeutics, Inc. Stock Overvalued? AXSM Valuation Analysis 2026

Based on fundamental analysis, Axsome Therapeutics, Inc. shows some fundamental concerns relative to the Healthcare sector in 2026.

Return on Equity
-207.5%
Sector avg: 15%
Net Profit Margin
-28.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.33x
Sector avg: 0.6x

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.

Axsome Therapeutics, Inc. Balance Sheet: AXSM Debt, Cash & Liquidity

Current Ratio
1.55x
Quick Ratio
1.48x
Debt/Equity
1.33x
Debt/Assets
87.2%
Interest Coverage
N/A
Long-term Debt
$117.7M

AXSM Revenue & Earnings Growth: 5-Year Financial Trend

AXSM 5-year financial data: Year 2022: Revenue $50.0M, Net Income -$102.9M, EPS $-2.77. Year 2023: Revenue $270.6M, Net Income -$130.4M, EPS $-3.47. Year 2024: Revenue $385.7M, Net Income -$187.1M, EPS $-4.60. Year 2025: Revenue $638.5M, Net Income -$239.2M, EPS $-5.27.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Axsome Therapeutics, Inc.'s revenue has grown significantly by 1,176% over the 5-year period, indicating strong business expansion. The most recent EPS of $-5.27 indicates the company is currently unprofitable.

AXSM 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
-14.7%
Free cash flow / Revenue

AXSM Quarterly Earnings & Performance

Quarterly financial performance data for Axsome Therapeutics, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $104.8M -$47.2M $-0.94
Q2 2025 $87.2M -$48.0M $-0.97
Q1 2025 $75.0M -$59.4M $-1.22
Q3 2024 $57.8M -$11.2M $-1.32
Q2 2024 $46.7M -$11.2M $-1.54
Q1 2024 $75.0M -$11.2M $-0.26
Q3 2023 $16.8M -$11.2M $-1.07
Q2 2023 $8.8M -$11.2M $-1.06

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

Axsome Therapeutics, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$93.4M
Cash generated from operations
Capital Expenditures
$480.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Axsome Therapeutics, Inc. (CIK: 0001579428)

📋 Recent SEC Filings

Date Form Document Action
Apr 1, 2026 8-K axsm-20260401.htm View →
Feb 27, 2026 4 xslF345X05/ownership.xml View →
Feb 27, 2026 4 xslF345X05/ownership.xml View →
Feb 27, 2026 4 xslF345X05/ownership.xml View →
Feb 27, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about AXSM

What is the AI rating for AXSM?

Axsome Therapeutics, Inc. (AXSM) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AXSM's key strengths?

Claude: Exceptional revenue growth of 65.5% YoY demonstrates strong market demand and successful commercialization. Solid liquidity position with $322.9M cash and 1.55x current ratio providing financial flexibility. ChatGPT: Revenue growth of 65.5% YoY indicates strong demand and expanding commercial execution. Cash and equivalents of $322.93M provide a meaningful liquidity cushion relative to ongoing losses.

What are the risks of investing in AXSM?

Claude: Chronic unprofitability with -$183.2M net income and -$93.9M operating cash flow indicating unsustainable business model. High leverage with 1.33x debt-to-equity ratio and $117.7M long-term debt while company is cash flow negative. ChatGPT: Operating margin of -26.1% and net margin of -28.7% show the business is still far from sustained profitability. Negative operating cash flow of $-93.41M and free cash flow of $-93.89M indicate continued cash burn.

What is AXSM's revenue and growth?

Axsome Therapeutics, Inc. reported revenue of $638.5M.

Does AXSM pay dividends?

Axsome Therapeutics, Inc. does not currently pay dividends.

Where can I find AXSM SEC filings?

Official SEC filings for Axsome Therapeutics, Inc. (CIK: 0001579428) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AXSM's EPS?

Axsome Therapeutics, Inc. has a diluted EPS of $-3.68.

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 AXSM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Axsome Therapeutics, Inc. has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is AXSM stock overvalued or undervalued?

Valuation metrics for AXSM: ROE of -207.5% (sector avg: 15%), net margin of -28.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy AXSM stock in 2026?

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

What is AXSM's free cash flow?

Axsome Therapeutics, Inc.'s operating cash flow is $-93.4M, with capital expenditures of $480.0K. FCF margin is -14.7%.

How does AXSM compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -28.7% (avg: 12%), ROE -207.5% (avg: 15%), current ratio 1.55 (avg: 2).

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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 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI