Cibus

CBUS · NASDAQ

$1.39+$0.08 (+6.11%)TodayMarket closed ·
Prev close $1.31

CBUS analyst rating

BuyConsensus of 2 analysts over the last 12 months. 50% rate it a buy.
  • Strong buy0
  • Buy1
  • Hold1
  • Underperform0
  • Sell0

12-month price target · 4 analysts

Average $14.28 (+927.3% upside)

Low
$3.03
Now
$1.39
High
$26.25

Upgrades and downgrades

The latest rating actions, newest first

CBUS analyst upgrades, downgrades and rating actions
FirmDateActionRating
JefferiesMar 25, 2026MaintainsHold
Canaccord GenuityDec 8, 2025MaintainsBuy

The case for and against

Updated May 1, 2025

Bull case

Cibus Inc. is anticipating near-term revenues of $3-5 million from contract research collaborations during 2024-2026, signaling a critical phase for the company as it establishes its revenue base. A substantial revenue growth is projected, with trait royalty revenues expected to increase significantly from $48.2 million in 2027 to $0.7 billion by 2034, reflecting a robust seven-year compound annual growth rate (CAGR) of 47.5%. Additionally, Cibus demonstrated improved financial performance with a net gain of $1.5 million, or $0.06 per share, in 3Q24, compared to a net loss in the prior quarter, indicating a positive shift in the company's financial health.

Bear case

Cibus Inc. is projected to maintain high gross margins of approximately 90% through 2026; however, a decline to 88% is anticipated post-2026 due to the planned donation of 1-2% of revenues exceeding $100 million to its charitable foundation. This reduction in gross margin could affect the company’s profitability as it scales its revenues, potentially constraining available funds for reinvestment or growth initiatives. Furthermore, the financial commitment to charitable contributions may divert critical resources away from business operations, impacting long-term financial sustainability.

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