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SpyGlass Pharma, Inc. (SGP) Stock Fundamental Analysis & AI Rating 2026

SGP Nasdaq Surgical & Medical Instruments & Apparatus DE CIK: 0001778922
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
STRONG SELL
95% Conf
Pending
Analysis scheduled

📊 SGP Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-33.5M
Current Ratio: 12.67x
Debt/Equity: N/A
EPS: $-17.98
AI Rating: STRONG SELL with 95% confidence
SpyGlass Pharma, Inc. (SGP) receives a STRONG SELL rating with 95% confidence from our AI fundamental analysis based on SEC 10-K filings. Below is our complete SGP stock analysis for 2026.

Is SpyGlass Pharma, Inc. (SGP) a Good Investment?

Claude

SpyGlass Pharma exhibits severe financial distress with negative stockholders equity of -$98.8M, zero revenue generation, and operating losses that deteriorated 36.7% year-over-year to -$39.9M. At current cash burn of $33.5M annually, the company faces insolvency within 2-3 years without significant strategic intervention or additional capital.

Why Buy SpyGlass Pharma, Inc. Stock? SGP Key Strengths

Claude
  • + Cash position of $96.4M provides near-term operational runway
  • + Low absolute debt burden at $10.2M total liabilities
  • + Strong liquidity ratios (12.67x current ratio) for working capital needs

SGP Stock Risks: SpyGlass Pharma, Inc. Investment Risks

Claude
  • ! Negative stockholders equity of -$98.8M indicates technical insolvency and balance sheet distress
  • ! Zero revenue despite being in medical device sector suggests pre-revenue stage or fundamental business model failure
  • ! Accelerating losses: net income declined 36.7% YoY with operating cash flow negative $32.7M
  • ! At $33.5M annual free cash burn, company has approximately 2.9 years of runway before liquidity crisis
  • ! Deteriorating profitability across all metrics with no visible path to breakeven within forecast period

Key Metrics to Watch

Claude
  • * First revenue recognition and commercial launch milestones
  • * Quarterly cash burn rate trend and covenant to preserve runway
  • * FDA regulatory approvals or clinical trial milestones for medical devices
  • * Successful capital raise and dilution impact to equity structure
  • * Operating expense reduction initiatives and path to cash flow breakeven

SpyGlass Pharma, Inc. (SGP) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$-39.9M
EPS (Diluted)
$-17.98
Free Cash Flow
$-33.5M
Total Assets
$115.9M
Cash Position
$96.4M

💡 AI Analyst Insight

Strong liquidity with a 12.67x current ratio provides a solid financial cushion.

SGP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE N/A
ROA -34.4%
FCF Margin N/A

SGP vs Healthcare Sector: How SpyGlass Pharma, Inc. Compares

How SpyGlass Pharma, Inc. compares to Healthcare sector averages

Net Margin
SGP 0.0%
vs
Sector Avg 12.0%
SGP Sector
ROE
SGP 0.0%
vs
Sector Avg 15.0%
SGP Sector
Current Ratio
SGP 12.7x
vs
Sector Avg 2.0x
SGP Sector
Debt/Equity
SGP 0.0x
vs
Sector Avg 0.6x
SGP Sector

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

Is SpyGlass Pharma, Inc. Stock Overvalued? SGP Valuation Analysis 2026

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

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

SpyGlass Pharma, Inc. Balance Sheet: SGP Debt, Cash & Liquidity

Current Ratio
12.67x
Quick Ratio
12.67x
Debt/Equity
N/A
Debt/Assets
8.8%
Interest Coverage
N/A
Long-term Debt
N/A

SGP Revenue & Earnings Growth: 5-Year Financial Trend

SGP 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: SpyGlass Pharma, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-16.31 indicates the company is currently unprofitable.

SGP 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

SpyGlass Pharma, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$32.7M
Cash generated from operations
Stock Buybacks
$1.5M
Shares repurchased (TTM)
Capital Expenditures
$789.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for SpyGlass Pharma, Inc. (CIK: 0001778922)

📋 Recent SEC Filings

Date Form Document Action
Mar 26, 2026 10-K sgp-20251231.htm View →
Mar 26, 2026 8-K sgp-20260326.htm View →
Mar 9, 2026 8-K sgp-20260309.htm View →
Feb 13, 2026 8-K spyglass-form8xk502fx2025c.htm View →
Feb 11, 2026 4 xslF345X05/form4-02112026_100217.xml View →

Frequently Asked Questions about SGP

What is the AI rating for SGP?

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

What are SGP's key strengths?

Claude: Cash position of $96.4M provides near-term operational runway. Low absolute debt burden at $10.2M total liabilities.

What are the risks of investing in SGP?

Claude: Negative stockholders equity of -$98.8M indicates technical insolvency and balance sheet distress. Zero revenue despite being in medical device sector suggests pre-revenue stage or fundamental business model failure.

What is SGP's revenue and growth?

SpyGlass Pharma, Inc. reported revenue of N/A.

Does SGP pay dividends?

SpyGlass Pharma, Inc. does not currently pay dividends.

Where can I find SGP SEC filings?

Official SEC filings for SpyGlass Pharma, Inc. (CIK: 0001778922) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SGP's EPS?

SpyGlass Pharma, Inc. has a diluted EPS of $-17.98.

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 SGP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, SpyGlass Pharma, Inc. has a STRONG SELL rating with 95% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SGP stock overvalued or undervalued?

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

Should I buy SGP stock in 2026?

Our dual AI analysis gives SpyGlass Pharma, 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 SGP's free cash flow?

SpyGlass Pharma, Inc.'s operating cash flow is $-32.7M, with capital expenditures of $789.0K.

How does SGP compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin N/A (avg: 12%), ROE N/A (avg: 15%), current ratio 12.67 (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 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI