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GAIA Stock Analysis 2026 - GAIA, INC AI Rating

GAIA Nasdaq Services-Motion Picture & Video Tape Production CO CIK: 0001089872
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 GAIA Key Takeaways

Revenue: $4.5M
Net Margin: -99.9%
Free Cash Flow: $-377.0K
Current Ratio: 0.59x
Debt/Equity: 0.06x
EPS: $-0.18
AI Rating: STRONG SELL with 92% confidence

Is GAIA a Good Investment? Thesis Analysis

Claude

GAIA faces severe operational distress with revenue collapsing 95.5% YoY to just $4.5M while maintaining grossly inflated gross profit figures ($86.2M), indicating significant accounting anomalies or one-time asset valuations unrelated to operations. The company burns cash with negative free cash flow (-$377K), deteriorating liquidity (0.59x current ratio), and persistent net losses despite minimal revenue generation, suggesting fundamental business model failure.

Why Buy GAIA? Key Strengths

Claude
  • + Moderate leverage with debt/equity of 0.06x provides some financial flexibility
  • + Positive operating cash flow of $5.7M suggests some cash generation despite losses
  • + Stockholders equity of $87.9M provides balance sheet cushion

GAIA Investment Risks to Consider

Claude
  • ! Revenue collapsed 95.5% YoY indicating severe business deterioration or asset sales
  • ! Negative free cash flow and poor liquidity (0.59x current ratio, 0.15x quick ratio) create solvency concerns
  • ! Gross margin of 1914.6% is economically implausible and suggests non-operating/asset-related gains masking operational failure
  • ! Persistent operating losses (-$113.4% margin) and negative net income demonstrate inability to generate profits from core operations
  • ! Negative ROE (-5.1%) and ROA (-2.9%) indicate value destruction for shareholders and inefficient asset utilization

Key Metrics to Watch

Claude
  • * Revenue stabilization and return to positive YoY growth
  • * Operating margin improvement and path to profitability
  • * Free cash flow trajectory and working capital management
  • * Gross margin normalization to verify operational vs. one-time items
  • * Current ratio improvement above 1.0x for adequate liquidity

GAIA Financial Metrics

Revenue
$4.5M
Net Income
$-4.5M
EPS (Diluted)
$-0.18
Free Cash Flow
$-377.0K
Total Assets
$154.6M
Cash Position
$13.5M

💡 AI Analyst Insight

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

GAIA Profitability Ratios

Gross Margin 1,914.6%
Operating Margin -113.4%
Net Margin -99.9%
ROE -5.1%
ROA -2.9%
FCF Margin -8.4%

GAIA vs Default Sector

How GAIA, INC compares to Default sector averages

Net Margin
GAIA -99.9%
vs
Sector Avg 12.0%
GAIA Sector
ROE
GAIA -5.1%
vs
Sector Avg 15.0%
GAIA Sector
Current Ratio
GAIA 0.6x
vs
Sector Avg 1.8x
GAIA Sector
Debt/Equity
GAIA 0.1x
vs
Sector Avg 0.7x
GAIA Sector

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

Is GAIA Overvalued or Undervalued?

Based on fundamental analysis, GAIA, INC has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
-5.1%
Sector avg: 15%
Net Profit Margin
-99.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.06x
Sector avg: 0.7x

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.

GAIA Balance Sheet & Liquidity

Current Ratio
0.59x
Quick Ratio
0.15x
Debt/Equity
0.06x
Debt/Assets
34.0%
Interest Coverage
N/A
Long-term Debt
$5.5M

GAIA 5-Year Financial Trend & Growth Analysis

GAIA 5-year financial data: Year 2021: Revenue $79.6M, Net Income $519.0K, EPS $0.03. Year 2022: Revenue $82.0M, Net Income $3.7M, EPS $0.19. Year 2023: Revenue $82.0M, Net Income -$104.0K, EPS $0.01. Year 2024: Revenue $90.4M, Net Income -$5.6M, EPS $-0.27. Year 2025: Revenue $99.0M, Net Income -$5.2M, EPS $-0.22.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: GAIA, INC's revenue has grown significantly by 24% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.22 indicates the company is currently unprofitable.

GAIA 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
-8.4%
Free cash flow / Revenue

GAIA Quarterly Performance

Quarterly financial performance data for GAIA, INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $22.0M -$1.2M $-0.05
Q2 2025 $21.9M -$971.0K $-0.07
Q1 2025 $21.3M -$971.0K $-0.04
Q3 2024 $20.2M -$713.0K $-0.04
Q2 2024 $19.8M -$971.0K $-0.09
Q1 2024 $19.6M -$971.0K $-0.05
Q3 2023 $19.9M -$588.0K $-0.03
Q2 2023 $19.8M $116.0K $0.01

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

GAIA Capital Allocation

Operating Cash Flow
$5.7M
Cash generated from operations
Stock Buybacks
$169.0K
Shares repurchased (TTM)
Capital Expenditures
$6.1M
Investment in assets
Dividends Paid
$150.0K
Returned to shareholders

GAIA SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for GAIA, INC (CIK: 0001089872)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 4 xslF345X06/ownership.xml View →
Mar 19, 2026 4 xslF345X06/ownership.xml View →
Mar 18, 2026 4 xslF345X06/ownership.xml View →
Mar 17, 2026 4 xslF345X05/ownership.xml View →
Mar 11, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about GAIA

What is the AI rating for GAIA?

GAIA, INC (GAIA) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are GAIA's key strengths?

Claude: Moderate leverage with debt/equity of 0.06x provides some financial flexibility. Positive operating cash flow of $5.7M suggests some cash generation despite losses.

What are the risks of investing in GAIA?

Claude: Revenue collapsed 95.5% YoY indicating severe business deterioration or asset sales. Negative free cash flow and poor liquidity (0.59x current ratio, 0.15x quick ratio) create solvency concerns.

What is GAIA's revenue and growth?

GAIA, INC reported revenue of $4.5M.

Does GAIA pay dividends?

GAIA, INC pays dividends, with $0.2M distributed to shareholders in the trailing twelve months.

Where can I find GAIA SEC filings?

Official SEC filings for GAIA, INC (CIK: 0001089872) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GAIA's EPS?

GAIA, INC has a diluted EPS of $-0.18.

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 GAIA a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, GAIA, INC has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is GAIA stock overvalued or undervalued?

Valuation metrics for GAIA: ROE of -5.1% (sector avg: 15%), net margin of -99.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy GAIA stock in 2026?

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

GAIA, INC's operating cash flow is $5.7M, with capital expenditures of $6.1M. FCF margin is -8.4%.

How does GAIA compare to other Default stocks?

Vs Default sector averages: Net margin -99.9% (avg: 12%), ROE -5.1% (avg: 15%), current ratio 0.59 (avg: 1.8).

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 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI