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Ibio Inc (IBIO)
NASDAQ:IBIO
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Ibio (IBIO) AI Stock Analysis

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IBIO

Ibio

(NASDAQ:IBIO)

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Neutral 46 (OpenAI - Gpt-5.6Sol)
Rating:46Neutral
Price Target:
$1.50
▲(2.04% Upside)
Action:Reiterated
Date:08/28/26
IBIO scores low primarily due to very weak fundamentals—minimal and declining revenue, large ongoing losses, and substantial negative operating/free cash flow. Technicals add mild pressure with the stock trading below major moving averages, while valuation is constrained by a negative P/E and no dividend support. Positive corporate updates (new CMO and promising preclinical obesity data) provide some upside optionality but are not yet sufficient to materially improve the overall risk profile.
Positive Factors
Low Leverage
Very low leverage limits balance-sheet stress and provides greater financial flexibility than a highly indebted biotech. This could help IBIO fund development activities without immediate debt-servicing pressure, although future financing needs remain.
Negative Factors
Minimal Revenue
Minimal and declining revenue indicates that IBIO has not yet established meaningful commercial traction. The limited revenue base provides little internal funding for research and development, leaving progress dependent on financing or successful pipeline advancement.
Read all positive and negative factors
Positive Factors
Negative Factors
Low Leverage
Very low leverage limits balance-sheet stress and provides greater financial flexibility than a highly indebted biotech. This could help IBIO fund development activities without immediate debt-servicing pressure, although future financing needs remain.
Read all positive factors

Ibio (IBIO) vs. SPDR S&P 500 ETF (SPY)

Ibio Business Overview & Revenue Model

Company Description
iBio, Inc., a United States-based biotechnology firm, delivers contract development and manufacturing (CDMO) services to its collaborators and external clients. Its operations are structured into two distinct segments: Biopharmaceuticals and Biopr...

Ibio Financial Statement Overview

Summary
Overall financial performance is weak: revenue is minimal and declining (TTM ~$0.1M, ~-66.7% vs prior period) with large operating and net losses (EBIT ~-$18.8M; net income ~-$33.0M) and meaningful cash burn (TTM operating cash flow ~-$23.2M; free cash flow ~-$23.8M). The main offset is a low-debt balance sheet (total debt ~$2.2M vs equity ~$85.7M; debt-to-equity ~0.03), which provides some flexibility despite sharply negative ROE.
Income Statement
12
Very Negative
Balance Sheet
58
Neutral
Cash Flow
18
Very Negative
BreakdownJun 2026Jun 2025Jun 2024Jun 2023Jun 2022
Income Statement
Total Revenue100.00K400.00K225.00K0.001.88M
Gross Profit100.00K400.00K225.00K0.00-1.91M
EBITDA-32.34M-17.04M-14.02M-27.85M-25.72M
Net Income-33.04M-18.38M-24.91M-65.01M-50.39M
Balance Sheet
Total Assets99.11M23.18M28.73M41.21M99.41M
Cash, Cash Equivalents and Short-Term Investments88.04M8.58M14.21M7.33M33.52M
Total Debt2.20M3.51M4.46M17.07M25.77M
Total Liabilities13.40M8.30M7.41M25.83M35.92M
Stockholders Equity85.71M14.88M21.32M15.38M63.48M
Cash Flow
Free Cash Flow-23.80M-15.32M-18.76M-36.17M-45.13M
Operating Cash Flow-23.22M-15.30M-18.55M-30.44M-37.80M
Investing Cash Flow-32.00M742.00K906.00K7.01M-5.13M
Financing Cash Flow103.05M8.93M24.49M2.30M-5.80M

Ibio Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.47
Price Trends
50DMA
1.44
Negative
100DMA
1.58
Negative
200DMA
1.84
Negative
Market Momentum
MACD
-0.04
Positive
RSI
38.89
Neutral
STOCH
35.00
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IBIO, the sentiment is Negative. The current price of 1.47 is above the 20-day moving average (MA) of 1.39, above the 50-day MA of 1.44, and below the 200-day MA of 1.84, indicating a bearish trend. The MACD of -0.04 indicates Positive momentum. The RSI at 38.89 is Neutral, neither overbought nor oversold. The STOCH value of 35.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IBIO.

Ibio Risk Analysis

Ibio disclosed 59 risk factors in its most recent earnings report. Ibio reported the most risks in the "Tech & Innovation" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Ibio Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
51
Neutral
$19.64M-2.69-70.81%56.99%
49
Neutral
$12.05M-0.29-536.78%22.10%
46
Neutral
$79.72M-4.00-47.92%-75.00%74.04%
45
Neutral
$211.52M-0.15250.02%-2012.66%
44
Neutral
$5.08M-1.27-109.26%-100.00%49.19%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IBIO
Ibio
1.30
0.42
47.39%
NERV
Minerva Neurosciences
4.37
2.22
103.45%
PULM
Pulmatrix
1.40
-3.61
-72.10%
CMMB
Chemomab Therapeutics
2.75
-0.24
-8.03%
ASBP
Aspire Biopharma Holdings
8.85
-524.55
-98.34%
FBLG
FibroBiologics, Inc.
1.71
-9.16
-84.27%

Ibio Corporate Events

Business Operations and StrategyExecutive/Board Changes
iBio Appoints Molly Carr as Chief Medical Officer
Positive
Aug 4, 2026
On July 31, 2026, iBio appointed endocrinologist Molly Carr, M.D., as Chief Medical Officer, and publicly announced the move on August 4, 2026 as part of efforts to bolster its clinical leadership for obesity and cardiometabolic programs. Carr, a ...
Regulatory Filings and ComplianceShareholder Meetings
iBio Updates Governance Deadlines for 2026 Annual Meeting
Neutral
Jul 17, 2026
iBio, Inc. has scheduled its 2026 Annual Meeting of Stockholders for October 14, 2026, with a record date of September 1, 2026 for determining shareholders entitled to vote. The time and location of the meeting will be provided in the company&#821...
Business Operations and StrategyProduct-Related Announcements
iBio Highlights Promising New Preclinical Obesity Antibody Data
Positive
Jul 1, 2026
On July 1, 2026, iBio reported new preclinical data from an obese non-human primate study of IBIO-610, a potential first-in-class Activin E antibody for obesity and related disorders. A single dose reduced active Activin E in all treated animals b...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 28, 2026