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Cibus, Inc. (CBUS) Stock Fundamental Analysis & AI Rating 2026

CBUS Nasdaq Agricultural Chemicals DE CIK: 0001705843
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
STRONG SELL
95% Confidence
STRONG AGREEMENT
STRONG SELL
95% Conf
STRONG SELL
95% Conf

📊 CBUS Key Takeaways

Revenue: $3.6M
Net Margin: -3,492.3%
Free Cash Flow: $-51.2M
Current Ratio: 0.72x
Debt/Equity: 0.02x
EPS: $-2.78
AI Rating: STRONG SELL with 95% confidence
Cibus, Inc. (CBUS) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.6M, net profit margin of -3,492.3%, and return on equity (ROE) of -582.2%, Cibus, Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete CBUS stock analysis for 2026.

Is Cibus, Inc. (CBUS) a Good Investment?

Claude

Cibus is a financially distressed company with severe structural profitability challenges, negative revenue growth, and critically weak liquidity. The company is burning cash rapidly with operating cash flow of -$50.6M against minimal revenue of $3.6M, indicating an unsustainable business model that requires immediate restructuring or capital infusion to survive.

ChatGPT

Cibus shows extremely weak fundamentals: revenue is small and declining, gross profitability is near zero, and operating and free cash flow losses remain very large relative to sales. The balance sheet is also strained, with low cash, sub-1.0 liquidity ratios, and very thin equity, which raises meaningful funding and dilution risk unless the business can materially improve commercialization and cash generation.

Why Buy Cibus, Inc. Stock? CBUS Key Strengths

Claude
  • + Moderate debt burden with Debt/Equity ratio of only 0.02x provides some financial flexibility
  • + Reasonable asset base of $305M provides potential liquidation value
  • + Slight year-over-year improvement in net loss (-3.9% improvement) suggests marginal operational progress
ChatGPT
  • + Very low long-term debt relative to equity
  • + Large asset base compared with current revenue scale
  • + Net loss and diluted EPS showed year-over-year improvement despite still being deeply negative

CBUS Stock Risks: Cibus, Inc. Investment Risks

Claude
  • ! Severe liquidity crisis with current ratio of 0.72x indicating inability to cover short-term obligations
  • ! Catastrophic cash burn with negative FCF of -$51.2M annually against only $9.9M in cash reserves equating to ~3 months of runway
  • ! Revenue decline of 14.6% YoY combined with grossly negative margins (-2680% operating, -3492% net) demonstrates unsustainable core business
  • ! Operating cash flow of -$50.6M indicates actual cash consumption far exceeds non-cash charges
  • ! Extreme profitability deficit with gross margin of only 1.2% unable to cover operating expenses
ChatGPT
  • ! Revenue declined year over year and gross margin is only 1.2%, indicating weak commercialization quality
  • ! Severe operating and free cash flow burn creates substantial financing risk
  • ! Current ratio of 0.72x and equity of only $21.83M indicate limited balance-sheet cushion

Key Metrics to Watch

Claude
  • * Monthly burn rate and cash runway before insolvency
  • * Quarterly revenue trend and path to profitability timeline
  • * Operating cash flow stabilization and working capital management
ChatGPT
  • * Revenue growth with sustained gross margin improvement
  • * Quarterly operating cash burn and ending cash balance

Cibus, Inc. (CBUS) Financial Metrics & Key Ratios

Revenue
$3.6M
Net Income
$-127.1M
EPS (Diluted)
$-2.78
Free Cash Flow
$-51.2M
Total Assets
$305.0M
Cash Position
$9.9M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

CBUS Profit Margin, ROE & Profitability Analysis

Gross Margin 1.2%
Operating Margin -2,680.1%
Net Margin -3,492.3%
ROE -582.2%
ROA -41.7%
FCF Margin -1,406.1%

CBUS vs Materials Sector: How Cibus, Inc. Compares

How Cibus, Inc. compares to Materials sector averages

Net Margin
CBUS -3,492.3%
vs
Sector Avg 10.0%
CBUS Sector
ROE
CBUS -582.2%
vs
Sector Avg 14.0%
CBUS Sector
Current Ratio
CBUS 0.7x
vs
Sector Avg 1.6x
CBUS Sector
Debt/Equity
CBUS 0.0x
vs
Sector Avg 0.6x
CBUS Sector

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

Is Cibus, Inc. Stock Overvalued? CBUS Valuation Analysis 2026

Based on fundamental analysis, Cibus, Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
-582.2%
Sector avg: 14%
Net Profit Margin
-3,492.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.02x
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.

Cibus, Inc. Balance Sheet: CBUS Debt, Cash & Liquidity

Current Ratio
0.72x
Quick Ratio
0.72x
Debt/Equity
0.02x
Debt/Assets
92.8%
Interest Coverage
-32,509.67x
Long-term Debt
$528.0K

CBUS Revenue & Earnings Growth: 5-Year Financial Trend

CBUS 5-year financial data: Year 2021: Revenue $26.0M, Net Income -$39.6M, EPS N/A. Year 2022: Revenue $26.0M, Net Income -$44.8M, EPS $-1.32. Year 2023: Revenue $1.8M, Net Income -$16.9M, EPS $-18.36. Year 2024: Revenue $4.3M, Net Income -$267.6M, EPS $-25.95. Year 2025: Revenue $4.3M, Net Income -$251.4M, EPS $-10.83.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cibus, Inc.'s revenue has declined by 84% over the 5-year period, indicating business contraction. The most recent EPS of $-10.83 indicates the company is currently unprofitable.

CBUS 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
-1,406.1%
Free cash flow / Revenue

CBUS Quarterly Earnings & Performance

Quarterly financial performance data for Cibus, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $615.0K -$23.5M $-0.44
Q2 2025 $838.0K -$24.9M $-0.61
Q1 2025 $545.0K -$23.4M $-1.12
Q3 2024 $475.0K -$26.4M $-1.59
Q2 2024 $197.0K -$18.7M $-1.14
Q1 2024 $42.0K -$5.4M $-1.12
Q3 2023 $42.0K -$6.0M $-1.59
Q2 2023 $41.0K -$2.5M $-2.66

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

Cibus, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$50.6M
Cash generated from operations
Stock Buybacks
$813.0K
Shares repurchased (TTM)
Capital Expenditures
$578.0K
Investment in assets
Dividends Paid
$110.0K
Returned to shareholders

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

Access official SEC EDGAR filings for Cibus, Inc. (CIK: 0001705843)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 8-K cbus-20260407.htm View →
Apr 1, 2026 4 xslF345X06/primary_doc.xml View →
Apr 1, 2026 4 xslF345X06/primary_doc.xml View →
Apr 1, 2026 4 xslF345X06/primary_doc.xml View →
Apr 1, 2026 4 xslF345X06/primary_doc.xml View →

Frequently Asked Questions about CBUS

What is the AI rating for CBUS?

Cibus, Inc. (CBUS) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 95% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CBUS's key strengths?

Claude: Moderate debt burden with Debt/Equity ratio of only 0.02x provides some financial flexibility. Reasonable asset base of $305M provides potential liquidation value. ChatGPT: Very low long-term debt relative to equity. Large asset base compared with current revenue scale.

What are the risks of investing in CBUS?

Claude: Severe liquidity crisis with current ratio of 0.72x indicating inability to cover short-term obligations. Catastrophic cash burn with negative FCF of -$51.2M annually against only $9.9M in cash reserves equating to ~3 months of runway. ChatGPT: Revenue declined year over year and gross margin is only 1.2%, indicating weak commercialization quality. Severe operating and free cash flow burn creates substantial financing risk.

What is CBUS's revenue and growth?

Cibus, Inc. reported revenue of $3.6M.

Does CBUS pay dividends?

Cibus, Inc. pays dividends, with $0.1M distributed to shareholders in the trailing twelve months.

Where can I find CBUS SEC filings?

Official SEC filings for Cibus, Inc. (CIK: 0001705843) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CBUS's EPS?

Cibus, Inc. has a diluted EPS of $-2.78.

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 CBUS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Cibus, Inc. has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CBUS stock overvalued or undervalued?

Valuation metrics for CBUS: ROE of -582.2% (sector avg: 14%), net margin of -3,492.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy CBUS stock in 2026?

Our dual AI analysis gives Cibus, 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 CBUS's free cash flow?

Cibus, Inc.'s operating cash flow is $-50.6M, with capital expenditures of $578.0K. FCF margin is -1,406.1%.

How does CBUS compare to other Materials stocks?

Vs Materials sector averages: Net margin -3,492.3% (avg: 10%), ROE -582.2% (avg: 14%), current ratio 0.72 (avg: 1.6).

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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 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI