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ATRA Stock Analysis - Atara Biotherapeutics, Inc. AI Rating

ATRA Nasdaq Biological Products, (No Diagnostic Substances) DE CIK: 0001604464
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
92% Confidence

📊 ATRA Key Takeaways

Revenue: $120.8M
Net Margin: 27.1%
Free Cash Flow: $-50.9M
Current Ratio: 0.82x
Debt/Equity: N/A
EPS: $2.57
AI Rating: STRONG SELL with 92% confidence

Investment Thesis

Atara Biotherapeutics exhibits severe financial distress with negative stockholders' equity of -$38.5M despite profitable income statement metrics, indicating balance sheet insolvency. The company burns $50.9M in operating cash flow annually while generating only $120.8M in revenue, creating an unsustainable cash burn rate that threatens operational continuity without external financing.

ATRA Strengths

  • + High operating margin of 29.7% and net margin of 27.1% demonstrate operational profitability on reported earnings
  • + Positive net income of $32.7M and operating income of $35.9M show business can generate earnings
  • + Interest coverage ratio of 9.5x indicates ability to service debt obligations from operations

ATRA Risks

  • ! Negative stockholders' equity of -$38.5M signals balance sheet insolvency and technical bankruptcy status
  • ! Operating cash flow of -$50.9M vastly exceeds net income, indicating earnings quality issues and cash burn fundamentally unsustainable
  • ! Current ratio of 0.82x and quick ratio of 0.82x show insufficient liquid assets to cover short-term liabilities; immediate liquidity crisis risk
  • ! Total liabilities of $58.7M exceed total assets of $20.2M by nearly 3x, representing structural financial distress
  • ! FCF margin of -42.2% demonstrates business model cannot sustain operations without external capital raises

Key Metrics to Watch

ATRA Financial Metrics

Revenue
$120.8M
Net Income
$32.7M
EPS (Diluted)
$2.57
Free Cash Flow
$-50.9M
Total Assets
$20.2M
Cash Position
$8.5M

💡 AI Analyst Insight

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

ATRA Profitability Ratios

Gross Margin N/A
Operating Margin 29.7%
Net Margin 27.1%
ROE N/A
ROA 161.5%
FCF Margin -42.2%

ATRA vs Healthcare Sector

How Atara Biotherapeutics, Inc. compares to Healthcare sector averages

Net Margin
ATRA 27.1%
vs
Sector Avg 12.0%
ATRA Sector
ROE
ATRA 0.0%
vs
Sector Avg 15.0%
ATRA Sector
Current Ratio
ATRA 0.8x
vs
Sector Avg 2.0x
ATRA Sector
Debt/Equity
ATRA 0.0x
vs
Sector Avg 0.6x
ATRA Sector

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

ATRA Balance Sheet & Liquidity

Current Ratio
0.82x
Quick Ratio
0.82x
Debt/Equity
N/A
Debt/Assets
290.3%
Interest Coverage
9.46x
Long-term Debt
N/A

ATRA 5-Year Financial Trend

ATRA 5-year financial data: Year 2023: Revenue $63.6M, Net Income -$228.3M, EPS $-2.24. Year 2024: Revenue $128.9M, Net Income -$276.1M, EPS $-65.19. Year 2025: Revenue $128.9M, Net Income -$85.4M, EPS $-11.41.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Atara Biotherapeutics, Inc.'s revenue has grown significantly by 103% over the 5-year period, indicating strong business expansion. The most recent EPS of $-11.41 indicates the company is currently unprofitable.

ATRA Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-42.2%
Free cash flow / Revenue

ATRA Quarterly Performance

Quarterly financial performance data for Atara Biotherapeutics, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2024 $2.1M -$19.0M $-2.93
Q2 2024 $957.0K -$19.0M $-3.10
Q1 2024 $1.2M -$31.8M $-0.23
Q3 2023 $2.1M $18.5M $-0.66
Q2 2023 $957.0K $18.5M $0.18
Q1 2023 $1.2M -$74.8M $-0.72

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

ATRA Capital Allocation

Operating Cash Flow
-$50.9M
Cash generated from operations
Dividends
None
No dividend program

ATRA SEC Filings

Access official SEC EDGAR filings for Atara Biotherapeutics, Inc. (CIK: 0001604464)

📋 Recent SEC Filings

Date Form Document Action
Mar 19, 2026 4 xslF345X06/ownership.xml View →
Mar 16, 2026 10-K atra-20251231.htm View →
Mar 16, 2026 8-K atra-20260316.htm View →
Mar 12, 2026 8-K atra-20260312.htm View →
Mar 11, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about ATRA

What is the AI rating for ATRA?

Atara Biotherapeutics, Inc. (ATRA) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ATRA's key strengths?

High operating margin of 29.7% and net margin of 27.1% demonstrate operational profitability on reported earnings. Positive net income of $32.7M and operating income of $35.9M show business can generate earnings.

What are the risks of investing in ATRA?

Negative stockholders' equity of -$38.5M signals balance sheet insolvency and technical bankruptcy status. Operating cash flow of -$50.9M vastly exceeds net income, indicating earnings quality issues and cash burn fundamentally unsustainable.

What is ATRA's revenue and growth?

Atara Biotherapeutics, Inc. reported revenue of $120.8M.

Does ATRA pay dividends?

Atara Biotherapeutics, Inc. does not currently pay dividends.

Where can I find ATRA SEC filings?

Official SEC filings for Atara Biotherapeutics, Inc. (CIK: 0001604464) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ATRA's EPS?

Atara Biotherapeutics, Inc. has a diluted EPS of $2.57.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI 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