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Orchestra BioMed Holdings, Inc. (OBIO) Stock Fundamental Analysis & AI Rating 2026

OBIO Nasdaq Surgical & Medical Instruments & Apparatus DE CIK: 0001814114
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 OBIO Key Takeaways

Revenue: $33.5M
Net Margin: -157.4%
Free Cash Flow: $-49.5M
Current Ratio: 6.45x
Debt/Equity: 0.28x
EPS: $-1.11
AI Rating: SELL with 78% confidence
Orchestra BioMed Holdings, Inc. (OBIO) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $33.5M, net profit margin of -157.4%, and return on equity (ROE) of -98.4%, Orchestra BioMed Holdings, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete OBIO stock analysis for 2026.

Is Orchestra BioMed Holdings, Inc. (OBIO) a Good Investment?

Claude

Orchestra BioMed demonstrates exceptional 1169% revenue growth and maintains a solid balance sheet with low leverage, but faces critical fundamental challenges with a $49M annual operating cash burn against $33.5M revenue, yielding approximately 8-9 months of cash runway at current rates. The company must achieve significant operating leverage and path to profitability within months or face capital raise dilution.

Why Buy Orchestra BioMed Holdings, Inc. Stock? OBIO Key Strengths

Claude
  • + Exceptional revenue growth of 1169% YoY indicating strong market demand and product adoption
  • + Healthy balance sheet with low debt-to-equity ratio (0.28x) and positive stockholders' equity of $53.6M
  • + Strong liquidity position with 6.45x current ratio and $34.7M in cash reserves

OBIO Stock Risks: Orchestra BioMed Holdings, Inc. Investment Risks

Claude
  • ! Unsustainable operating cash burn of $49M annually against $33.5M revenue creates severe negative unit economics
  • ! Severe and widening operating losses (-$51.8M) with net margin of -157.4% demonstrates inability to convert revenue to profit
  • ! Operating expenses exceed revenue by 155%, leaving minimal cash runway before additional capital raise required

Key Metrics to Watch

Claude
  • * Operating cash flow - must trend toward positive or company faces existential runway risk
  • * Gross margin and operating expense ratio - critical to demonstrate operating leverage as revenue scales
  • * Quarters until capital raise - timeline for next funding event and potential shareholder dilution

Orchestra BioMed Holdings, Inc. (OBIO) Financial Metrics & Key Ratios

Revenue
$33.5M
Net Income
$-52.7M
EPS (Diluted)
$-1.11
Free Cash Flow
$-49.5M
Total Assets
$114.9M
Cash Position
$34.7M

💡 AI Analyst Insight

Strong liquidity with a 6.45x current ratio provides a solid financial cushion.

OBIO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -154.7%
Net Margin -157.4%
ROE -98.4%
ROA -45.9%
FCF Margin -147.7%

OBIO vs Healthcare Sector: How Orchestra BioMed Holdings, Inc. Compares

How Orchestra BioMed Holdings, Inc. compares to Healthcare sector averages

Net Margin
OBIO -157.4%
vs
Sector Avg 12.0%
OBIO Sector
ROE
OBIO -98.4%
vs
Sector Avg 15.0%
OBIO Sector
Current Ratio
OBIO 6.4x
vs
Sector Avg 2.0x
OBIO Sector
Debt/Equity
OBIO 0.3x
vs
Sector Avg 0.6x
OBIO Sector

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

Is Orchestra BioMed Holdings, Inc. Stock Overvalued? OBIO Valuation Analysis 2026

Based on fundamental analysis, Orchestra BioMed Holdings, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-98.4%
Sector avg: 15%
Net Profit Margin
-157.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.28x
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.

Orchestra BioMed Holdings, Inc. Balance Sheet: OBIO Debt, Cash & Liquidity

Current Ratio
6.45x
Quick Ratio
6.43x
Debt/Equity
0.28x
Debt/Assets
44.8%
Interest Coverage
-174.43x
Long-term Debt
$15.0M

OBIO Revenue & Earnings Growth: 5-Year Financial Trend

OBIO 5-year financial data: Year 2023: Revenue $3.5M, Net Income -$33.6M, EPS $-2.24. Year 2024: Revenue $2.8M, Net Income -$49.1M, EPS $-1.48. Year 2025: Revenue $33.5M, Net Income -$61.0M, EPS $-1.66.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Orchestra BioMed Holdings, Inc.'s revenue has grown significantly by 848% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.66 indicates the company is currently unprofitable.

OBIO 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
-147.7%
Free cash flow / Revenue

OBIO Quarterly Earnings & Performance

Quarterly financial performance data for Orchestra BioMed Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $861.0K -$13.5M $-0.40
Q2 2025 $778.0K -$13.5M $-0.45
Q1 2025 $620.0K -$13.5M $-0.38
Q3 2024 $419.0K -$10.9M $-0.38
Q2 2024 $778.0K -$10.9M $-0.35
Q1 2024 $620.0K -$10.9M $-0.38
Q3 2023 $419.0K -$5.7M $-0.38
Q2 2023 $401.0K -$5.7M $-0.35

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

Orchestra BioMed Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$49.0M
Cash generated from operations
Capital Expenditures
$489.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Orchestra BioMed Holdings, Inc. (CIK: 0001814114)

📋 Recent SEC Filings

Date Form Document Action
Mar 27, 2026 4 xslF345X06/tm269936-3_4seq1.xml View →
Mar 27, 2026 4 xslF345X06/tm269936-2_4seq1.xml View →
Mar 27, 2026 4 xslF345X06/tm269936-1_4seq1.xml View →
Mar 16, 2026 4 xslF345X05/tm268956-1_4seq1.xml View →
Mar 12, 2026 10-K obio-20251231x10k.htm View →

Frequently Asked Questions about OBIO

What is the AI rating for OBIO?

Orchestra BioMed Holdings, Inc. (OBIO) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OBIO's key strengths?

Claude: Exceptional revenue growth of 1169% YoY indicating strong market demand and product adoption. Healthy balance sheet with low debt-to-equity ratio (0.28x) and positive stockholders' equity of $53.6M.

What are the risks of investing in OBIO?

Claude: Unsustainable operating cash burn of $49M annually against $33.5M revenue creates severe negative unit economics. Severe and widening operating losses (-$51.8M) with net margin of -157.4% demonstrates inability to convert revenue to profit.

What is OBIO's revenue and growth?

Orchestra BioMed Holdings, Inc. reported revenue of $33.5M.

Does OBIO pay dividends?

Orchestra BioMed Holdings, Inc. does not currently pay dividends.

Where can I find OBIO SEC filings?

Official SEC filings for Orchestra BioMed Holdings, Inc. (CIK: 0001814114) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OBIO's EPS?

Orchestra BioMed Holdings, Inc. has a diluted EPS of $-1.11.

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 OBIO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Orchestra BioMed Holdings, 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 OBIO stock overvalued or undervalued?

Valuation metrics for OBIO: ROE of -98.4% (sector avg: 15%), net margin of -157.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy OBIO stock in 2026?

Our dual AI analysis gives Orchestra BioMed Holdings, 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 OBIO's free cash flow?

Orchestra BioMed Holdings, Inc.'s operating cash flow is $-49.0M, with capital expenditures of $489.0K. FCF margin is -147.7%.

How does OBIO compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -157.4% (avg: 12%), ROE -98.4% (avg: 15%), current ratio 6.45 (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 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI