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4DS Memory Ltd. (AU:4DS)
ASX:4DS
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4DS Memory (4DS) AI Stock Analysis

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AU:4DS

4DS Memory

(Sydney:4DS)

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Neutral 41 (OpenAI - Gpt-5.6Sol)
Rating:41Neutral
Price Target:
AU$0.01
▲(0.00% Upside)
Action:Reiterated
Date:09/06/26
The score is primarily constrained by weak financial performance (minimal revenue, ongoing losses, and negative free cash flow), partially offset by a low-leverage balance sheet with zero debt. Technical indicators add downside risk given the price trading below key moving averages and negative MACD, while valuation is challenged by a negative P/E and no dividend support.
Positive Factors
Proprietary memory technology platform
A proprietary CBRAM technology platform gives 4DS a defined product foundation in non-volatile semiconductor memory. If development and testing progress successfully, the technology could support embedded and standalone applications, creating a route to future commercialization.
Negative Factors
No commercial revenue
The absence of revenue means 4DS has not yet demonstrated commercial adoption or a repeatable monetization model. Until a sustained revenue ramp begins, funding depends on available capital and the company remains exposed to extended development timelines.
Read all positive and negative factors
Positive Factors
Negative Factors
Proprietary memory technology platform
A proprietary CBRAM technology platform gives 4DS a defined product foundation in non-volatile semiconductor memory. If development and testing progress successfully, the technology could support embedded and standalone applications, creating a route to future commercialization.
Read all positive factors

4DS Memory (4DS) vs. iShares MSCI Australia ETF (EWA)

4DS Memory Business Overview & Revenue Model

Company Description
4DS Memory Limited specializes in the research and advancement of non-volatile memory technology. The company primarily focuses on creating interface switching Resistive Random-Access Memory (ReRAM) solutions, specifically designed for storage cla...
How the Company Makes Money
null...

4DS Memory Financial Statement Overview

Summary
Overall financials reflect an early-stage, pre-commercial profile: recurring losses, negative gross profit, and minimal/zero revenue in FY2025–FY2026. Cash flow remains a key weakness with consistently negative operating and free cash flow, though FY2026 burn improved versus FY2025. The balance sheet is a relative positive with very low leverage (zero debt in FY2026) and positive equity, helping reduce near-term solvency risk.
Income Statement
12
Very Negative
Balance Sheet
58
Neutral
Cash Flow
20
Very Negative
BreakdownJun 2026Jun 2025Jun 2024Jun 2023Jun 2022
Income Statement
Total Revenue0.000.008.05K0.0023.65K
Gross Profit-136.53K-181.06K-161.76K-189.75K-201.17K
EBITDA-1.94M-9.73M-5.27M-5.59M-6.49M
Net Income-1.59M-9.68M-5.45M-5.79M-6.73M
Balance Sheet
Total Assets7.13M10.54M8.37M5.85M5.70M
Cash, Cash Equivalents and Short-Term Investments6.98M10.20M7.88M5.60M5.23M
Total Debt0.00131.31K251.23K53.96K172.30K
Total Liabilities174.22K1.76M413.02K193.91K290.02K
Stockholders Equity6.96M8.78M7.96M5.66M5.41M
Cash Flow
Free Cash Flow-3.11M-7.82M-4.72M-4.71M-5.64M
Operating Cash Flow-3.11M-7.78M-4.71M-4.71M-5.39M
Investing Cash Flow2.99M-39.15K-8.08K0.00-248.66K
Financing Cash Flow-305.28K10.14M7.00M5.08M6.59M

4DS Memory Technical Analysis

Technical Analysis Sentiment
Negative
Last Price0.01
Price Trends
50DMA
0.01
Negative
100DMA
0.01
Negative
200DMA
0.01
Negative
Market Momentum
MACD
>-0.01
Positive
RSI
0.38
Positive
STOCH
22.22
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:4DS, the sentiment is Negative. The current price of 0.01 is below the 20-day moving average (MA) of 0.01, below the 50-day MA of 0.01, and below the 200-day MA of 0.01, indicating a bearish trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 0.38 is Positive, neither overbought nor oversold. The STOCH value of 22.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:4DS.

4DS Memory Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
56
Neutral
AU$1.39B-35.31-18.45%88.62%21.15%
51
Neutral
AU$849.83M-14.12-49.37%246.45%-30.38%
47
Neutral
AU$56.57M-3.93-96.35%-25.51%36.03%
44
Neutral
AU$293.05M-9.10-91.74%48.88%10.59%
43
Neutral
AU$54.02M-7.63-51.46%8.76%
41
Neutral
AU$18.55M-11.64-21.82%84.62%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:4DS
4DS Memory
0.01
>-0.01
-16.67%
AU:AXE
Archer Materials
0.19
-0.09
-32.73%
AU:BRN
BrainChip Holdings
0.13
-0.08
-40.48%
AU:BLG
BluGlass
0.27
0.05
22.73%
AU:SLX
Silex Systems Limited
5.16
1.02
24.64%
AU:WBT
Weebit Nano Ltd.
3.56
0.97
37.45%

4DS Memory Corporate Events

4DS Memory Moves Ahead With Non-Renounceable Entitlement Offer on ASX
Sep 2, 2026
4DS Memory Limited has lodged an updated Appendix 3B with the ASX, outlining a proposed issue of securities under a standard non-renounceable pro rata entitlement offer. The update is tied to an entitlement offer prospectus and reflects the compan...
4DS Memory Launches Rights Issue to Fund AI-Focused ReRAM Expansion
Sep 2, 2026
4DS Memory Limited has launched a pro-rata non-renounceable rights issue, offering one new share for every seven held at $0.01 per share, to raise up to about $2.94 million before costs. The capital raising is structured to increase the company&#8...
4DS Memory Seeks $2.94m via Entitlement Offer Under Transaction-Specific Prospectus
Sep 2, 2026
4DS Memory Limited has released a prospectus for a pro-rata non-renounceable entitlement offer of one new share for every seven held, at an issue price of $0.01 per share, aiming to raise up to approximately $2.94 million. The transaction-specific...
4DS Memory Sets Hybrid General Meeting for October 2026
Sep 2, 2026
4DS Memory has called a General Meeting of shareholders for 2 October 2026, to be held both in person at a Melbourne venue and online via the Automic investor platform. The company has made the Notice of Meeting, explanatory materials and its annu...
4DS Memory Plans Major Share Placement to Expand Capital Base
Aug 31, 2026
4DS Memory Limited has notified the ASX of a proposed issue of securities, comprising up to 500 million new ordinary fully paid shares and a small number of performance rights. The issuance is structured as a placement or other type of issue, with...
4DS Memory Plans Large Non-Renounceable Pro Rata Share Issue
Aug 31, 2026
4DS Memory Limited has announced a proposed non-renounceable pro rata offer of up to 294,414,103 new ordinary fully paid shares to existing shareholders.The entitlement issue, scheduled with an ex-date of 7 September 2026, record date of 8 Septemb...
4DS Memory Files Updated ASX Corporate Governance Statement and Appendix 4G
Aug 28, 2026
4DS Memory Limited has lodged its corporate governance statement for the year ended 30 June 2026 with the ASX, providing details of how it complies with Corporate Governance Council principles and recommendations. The statement is hosted on the co...
4DS Memory Tightens Governance Framework to Support Growth
Aug 28, 2026
4DS Memory Limited has reaffirmed its commitment to robust corporate governance, with its board guiding the company’s operations under a framework tailored to its size and the ASX Corporate Governance Principles and Recommendations. The comp...
4DS Memory Narrows Annual Loss as Revenue Rises, Asset Backing Eases
Aug 28, 2026
4DS Memory Limited reported revenue of $339,555 for the year to 30 June 2026, an 11% increase on the prior year, while cutting its after-tax loss to $1.59 million from $9.68 million. The improved bottom line underscores tighter cost control or red...
4DS Memory Advances ReRAM Strategy Amid Acquisition Talks and India Push
Jul 31, 2026
4DS Memory reported its June 2026 quarterly activities, highlighting progress on a proposed material acquisition and associated capital raising, with its shares remaining suspended while the ASX reviews the transaction. The company reaffirmed that...
4DS Memory Targets HGST JDA Renewal and India Semiconductor Push
Jun 30, 2026
4DS Memory Limited has signalled the next phase of its partnership strategy by planning discussions in July 2026 with HGST on a potential renewal of their Joint Development Agreement, a key collaboration for advancing its ReRAM memory technology. ...
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: Sep 06, 2026