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CBUS Stock Analysis - Cibus, Inc. AI Rating

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

📊 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

Investment Thesis

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.

CBUS Strengths

  • + 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

CBUS Risks

  • ! 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

Key Metrics to Watch

CBUS Financial Metrics

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 Profitability Ratios

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 Default Sector

How Cibus, Inc. compares to Default sector averages

Net Margin
CBUS -3,492.3%
vs
Sector Avg 12.0%
CBUS Sector
ROE
CBUS -582.2%
vs
Sector Avg 15.0%
CBUS Sector
Current Ratio
CBUS 0.7x
vs
Sector Avg 1.8x
CBUS Sector
Debt/Equity
CBUS 0.0x
vs
Sector Avg 0.7x
CBUS Sector

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

CBUS Balance Sheet & 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 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 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
-1,406.1%
Free cash flow / Revenue

CBUS Quarterly 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.

CBUS 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

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

📋 Recent SEC Filings

Date Form Document Action
Mar 18, 2026 4 xslF345X06/primary_doc.xml View →
Mar 18, 2026 4 xslF345X06/primary_doc.xml View →
Mar 18, 2026 4 xslF345X06/primary_doc.xml View →
Mar 17, 2026 10-K cbus-20251231.htm View →
Mar 17, 2026 8-K cbus-20260317.htm View →

Frequently Asked Questions about CBUS

What is the AI rating for CBUS?

Cibus, Inc. (CBUS) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CBUS's key strengths?

Moderate debt burden with Debt/Equity ratio of only 0.02x provides some financial flexibility. Reasonable asset base of $305M provides potential liquidation value.

What are the risks of investing in CBUS?

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.

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?

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