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Terns Pharmaceuticals, Inc. (TERN) Stock Fundamental Analysis & AI Rating 2026

TERN Nasdaq Pharmaceutical Preparations DE CIK: 0001831363
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 TERN Key Takeaways

Revenue: $0.0
Net Margin: N/A
Free Cash Flow: $-82.2M
Current Ratio: 62.41x
Debt/Equity: 0.00x
EPS: $-1.03
AI Rating: SELL with 78% confidence
Terns Pharmaceuticals, Inc. (TERN) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $0, and return on equity (ROE) of -9.6%, Terns Pharmaceuticals, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete TERN stock analysis for 2026.

Is Terns Pharmaceuticals, Inc. (TERN) a Good Investment?

Claude

Terns Pharmaceuticals is a pre-revenue stage pharmaceutical company burning $82.2M annually with zero commercial revenue, presenting significant execution risk despite a strong cash position of $524.7M. While the balance sheet provides financial runway of approximately 6+ years, the absence of revenue, massive operating losses of $110.1M, and complete dependence on successful drug development and commercialization make this a speculative venture with substantial downside risk.

Why Buy Terns Pharmaceuticals, Inc. Stock? TERN Key Strengths

Claude
  • + Strong cash position of $524.7M provides substantial runway for R&D and clinical trials
  • + Minimal debt burden with only $1.0M long-term debt and $18.6M total liabilities
  • + Excellent liquidity with 62.41x current ratio demonstrates zero near-term solvency risk
  • + Robust equity base of $1.0B in stockholders' equity provides financial flexibility

TERN Stock Risks: Terns Pharmaceuticals, Inc. Investment Risks

Claude
  • ! Zero revenue generation indicates pre-commercial status with unproven business model
  • ! Massive operating losses of $110.1M and negative operating cash flow of $82.2M show unsustainable burn
  • ! Cash runway concerns: at current burn rate, cash reserves will deplete in ~6.4 years without revenue
  • ! High pharmaceutical industry risk including R&D failures, regulatory rejection, and clinical trial setbacks
  • ! No profitability indicators calculable; company is entirely dependent on future drug commercialization
  • ! Negative cash flow trajectory will accelerate as clinical programs advance to late-stage trials

Key Metrics to Watch

Claude
  • * Quarterly cash burn rate and cash position changes
  • * Clinical trial progress and pipeline advancement milestones
  • * R&D spending efficiency and burn rate trajectory
  • * Regulatory decisions and FDA feedback on development programs
  • * Time to first revenue and commercial launch timeline for pipeline assets

Terns Pharmaceuticals, Inc. (TERN) Financial Metrics & Key Ratios

Revenue
$0.0
Net Income
$-96.2M
EPS (Diluted)
$-1.03
Free Cash Flow
$-82.2M
Total Assets
$1.0B
Cash Position
$524.7M

💡 AI Analyst Insight

Strong liquidity with a 62.41x current ratio provides a solid financial cushion.

TERN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE -9.6%
ROA -9.4%
FCF Margin N/A

TERN vs Healthcare Sector: How Terns Pharmaceuticals, Inc. Compares

How Terns Pharmaceuticals, Inc. compares to Healthcare sector averages

Net Margin
TERN 0.0%
vs
Sector Avg 12.0%
TERN Sector
ROE
TERN -9.6%
vs
Sector Avg 15.0%
TERN Sector
Current Ratio
TERN 62.4x
vs
Sector Avg 2.0x
TERN Sector
Debt/Equity
TERN 0.0x
vs
Sector Avg 0.6x
TERN Sector

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

Is Terns Pharmaceuticals, Inc. Stock Overvalued? TERN Valuation Analysis 2026

Based on fundamental analysis, Terns Pharmaceuticals, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-9.6%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

Terns Pharmaceuticals, Inc. Balance Sheet: TERN Debt, Cash & Liquidity

Current Ratio
62.41x
Quick Ratio
62.41x
Debt/Equity
0.00x
Debt/Assets
1.8%
Interest Coverage
N/A
Long-term Debt
$1.0M

TERN Revenue & Earnings Growth: 5-Year Financial Trend

TERN 5-year financial data: Year 2021: Revenue $1.0M, Net Income -$40.1M, EPS N/A. Year 2022: Revenue $1.0M, Net Income -$50.2M, EPS $-2.21.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Terns Pharmaceuticals, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-1.12 indicates the company is currently unprofitable.

TERN 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
N/A
Free cash flow / Revenue

Terns Pharmaceuticals, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$82.2M
Cash generated from operations
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Terns Pharmaceuticals, Inc. (CIK: 0001831363)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/primarydocument.xml View →
Mar 30, 2026 10-K tern-20251231.htm View →
Mar 25, 2026 8-K d86253d8k.htm View →
Mar 17, 2026 4 xslF345X05/primarydocument.xml View →
Feb 18, 2026 4 xslF345X05/primarydocument.xml View →

Frequently Asked Questions about TERN

What is the AI rating for TERN?

Terns Pharmaceuticals, Inc. (TERN) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TERN's key strengths?

Claude: Strong cash position of $524.7M provides substantial runway for R&D and clinical trials. Minimal debt burden with only $1.0M long-term debt and $18.6M total liabilities.

What are the risks of investing in TERN?

Claude: Zero revenue generation indicates pre-commercial status with unproven business model. Massive operating losses of $110.1M and negative operating cash flow of $82.2M show unsustainable burn.

What is TERN's revenue and growth?

Terns Pharmaceuticals, Inc. reported revenue of $0.0.

Does TERN pay dividends?

Terns Pharmaceuticals, Inc. does not currently pay dividends.

Where can I find TERN SEC filings?

Official SEC filings for Terns Pharmaceuticals, Inc. (CIK: 0001831363) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TERN's EPS?

Terns Pharmaceuticals, Inc. has a diluted EPS of $-1.03.

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 TERN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Terns Pharmaceuticals, Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TERN stock overvalued or undervalued?

Valuation metrics for TERN: ROE of -9.6% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy TERN stock in 2026?

Our dual AI analysis gives Terns Pharmaceuticals, 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 TERN's free cash flow?

Terns Pharmaceuticals, Inc.'s operating cash flow is $-82.2M, with capital expenditures of $0.0.

How does TERN compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin N/A (avg: 12%), ROE -9.6% (avg: 15%), current ratio 62.41 (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: Apr 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI