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Evogene (EVGN)
NASDAQ:EVGN
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Evogene (EVGN) AI Stock Analysis

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EVGN

Evogene

(NASDAQ:EVGN)

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Neutral 44 (OpenAI - 5.2)
Rating:44Neutral
Price Target:
$0.57
▼(-48.55% Downside)
Action:Reiterated
Date:07/10/26
Overall score is held down primarily by weak financial performance (heavy losses, ongoing cash burn, and negative equity) and bearish longer-term technicals (price below key moving averages with negative MACD). The earnings call adds partial support due to visible platform/partnership progress and pipeline traction, but near-term revenue and cash runway risks remain significant.
Positive Factors
AI platform & Google collaboration
Deepening collaboration with Google to integrate advanced AI agents strengthens Evogene's core proprietary platform (ChemPass). This partnership accelerates model quality, dataset creation and automation of design–make–test cycles, increasing long-term differentiation in small‑molecule discovery and scale potential across pharma and ag.
Negative Factors
Negative equity / weak balance sheet
Transition from positive to negative equity in recent periods signals cumulative losses that weaken the capital base. Negative equity constrains financial flexibility, increases reliance on dilutive financing, and heightens counterparty concerns—making long‑term investment in costly discovery programs harder without external support.
Read all positive and negative factors
Positive Factors
Negative Factors
AI platform & Google collaboration
Deepening collaboration with Google to integrate advanced AI agents strengthens Evogene's core proprietary platform (ChemPass). This partnership accelerates model quality, dataset creation and automation of design–make–test cycles, increasing long-term differentiation in small‑molecule discovery and scale potential across pharma and ag.
Read all positive factors

Evogene (EVGN) vs. SPDR S&P 500 ETF (SPY)

Evogene Business Overview & Revenue Model

Company Description
Evogene Ltd., along with its subsidiaries, operates as a computational biology firm. Its core activity involves the discovery and advancement of products across diverse life-science sectors, such as human health and agriculture, primarily leveragi...
How the Company Makes Money
Evogene primarily makes money through collaborations and technology commercialization arrangements rather than broad, direct product sales at scale. Its revenue model has historically included: (1) collaboration and development revenue—payments re...

Evogene Earnings Call Summary

Earnings Call Date:May 20, 2026
(Q1-2026)
|
% Change Since: |
Next Earnings Date:Aug 26, 2026
Earnings Call Sentiment Neutral
The call presented strong technology and pipeline progress — notable AI/Google collaborations, a rapidly growing pharma collaboration slate, and demonstrable iterative success in the Ag fungicide program — which are meaningful strategic achievements. However, these operational and R&D advances are contrasted by material near-term financial weakness: an ~87% revenue decline year-over-year, increased net loss driven largely by financing charges, the termination of a Bayer collaboration for biological reasons, and a modest cash balance that implies limited runway without further funding or cash inflows. Overall, business momentum on the technology and pipeline front is positive, but short-term financial and commercial metrics are weak and present risk.
Positive Updates
Strategic Technology Partnerships and Platform Advancement
Expanded Campus AI capabilities via continued collaboration with Google (second collaboration announced Feb 2026) to integrate advanced AI agents, enabling automated extraction of insights from scientific literature, creation of proprietary datasets and building more accurate computational models — positioned to materially strengthen Evogene's technological leadership in small-molecule discovery.
Negative Updates
Sharp Revenue Decline
Total revenues for Q1 2026 were approximately $0.3 million versus $2.3 million in Q1 2025 — a decline of about $2.0 million (~87% decrease). Management attributed most of the decline to lower one-time seat sales in 2025 (~$2 million).
Read all updates
Q1-2026 Updates
Negative
Strategic Technology Partnerships and Platform Advancement
Expanded Campus AI capabilities via continued collaboration with Google (second collaboration announced Feb 2026) to integrate advanced AI agents, enabling automated extraction of insights from scientific literature, creation of proprietary datasets and building more accurate computational models — positioned to materially strengthen Evogene's technological leadership in small-molecule discovery.
Read all positive updates
Company Guidance
Management guided that they expect “meaningful progress” across all three core areas—technology, pharma and ag-chemicals—driven by additional technology collaborations (including the second Google engagement), new and expanding pharma partnerships and continued advancement of internal ag and pharma pipelines. Financially, they reported approximately $13.1 million of consolidated cash as of March 31, 2026 with Q1 cash usage of about $2.8 million, noted recent warrant-induced gross proceeds of roughly $3.4 million (with a related warrants liability of ~$1.7 million) and reminded investors of anticipated subsidiary cash distributions (Lavie $4.25M, Biomica $2.7M) expected in Q2. Quarterly operating metrics included Q1 revenue of ~$0.3M (down from $2.3M), cost of revenues ~$0.1M, R&D ~$1.8M, S&M ~$0.4M, G&A ~$1.2M, operating loss of ~$3.2M and net loss of ~$5.9M (driven by ~$2.7M net financing expense and a ~$3.8M warrant-related financing charge). On product development they highlighted concrete ag screening results (initial 440 candidates → 11 enzymatic hits/2 antifungal; follow-up 164 → 38 inhibiting/5 antifungal; then 27 novel → 25 enzymatic hits/15 biologically active), reiterated the Septoria market opportunity of >$1.2B (70% of EU wheat fungicide use targets this disease) and noted a >$26B addressable opportunity in demyelinating disorders, while cautioning that strategic pharma licensing or equity investments are likely to follow demonstration of near-term value-creating milestones rather than occur within the next few quarters.

Evogene Financial Statement Overview

Summary
Financial profile remains weak despite TTM revenue growth: negative gross profit in TTM, extremely deep losses (net margin around -639%), ongoing cash burn (TTM OCF/FCF about -$12.1M), and negative equity in recent periods that reduces financial flexibility and increases financing/dilution risk.
Income Statement
24
Negative
Balance Sheet
18
Very Negative
Cash Flow
22
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.84M3.85M5.58M2.98M1.68M930.00K
Gross Profit-863.00K-241.00K3.20M1.49M766.00K163.00K
EBITDA-12.88M-12.20M-13.36M-20.53M-27.01M-27.88M
Net Income-11.77M-8.48M-16.48M-23.88M-26.64M-27.79M
Balance Sheet
Total Assets17.95M20.05M39.86M51.10M56.13M76.30M
Cash, Cash Equivalents and Short-Term Investments13.05M12.96M15.31M31.06M35.35M53.87M
Total Debt2.03M2.20M12.87M11.51M11.93M2.67M
Total Liabilities9.96M8.07M25.03M22.42M21.34M12.88M
Stockholders Equity-2.54M-82.00K-1.45M12.05M27.93M53.65M
Cash Flow
Free Cash Flow-11.75M-13.64M-20.33M-22.36M-24.85M-25.56M
Operating Cash Flow-11.73M-13.50M-19.70M-21.58M-23.68M-24.84M
Investing Cash Flow16.05M17.74M9.62M-4.54M13.27M-20.44M
Financing Cash Flow-3.76M-6.60M4.66M18.15M9.34M30.28M

Evogene Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price1.10
Price Trends
50DMA
0.59
Positive
100DMA
0.70
Negative
200DMA
0.91
Negative
Market Momentum
MACD
>-0.01
Negative
RSI
63.78
Neutral
STOCH
85.75
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EVGN, the sentiment is Neutral. The current price of 1.1 is above the 20-day moving average (MA) of 0.47, above the 50-day MA of 0.59, and above the 200-day MA of 0.91, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 63.78 is Neutral, neither overbought nor oversold. The STOCH value of 85.75 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EVGN.

Evogene Risk Analysis

Evogene disclosed 62 risk factors in its most recent earnings report. Evogene 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

Evogene Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
46
Neutral
$67.07M-2.40-53.86%-20.00%75.26%
45
Neutral
$148.73M-1.85-116.86%-98.25%76.83%
44
Neutral
$7.08M-0.40553.15%-72.74%48.64%
43
Neutral
$8.05M-0.28-97.58%78.64%50.70%
42
Neutral
$2.44M>-0.01-154.50%-92.20%
39
Underperform
$458.44K>-0.01-1302.82%99.09%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EVGN
Evogene
0.63
-0.69
-52.35%
IBIO
Ibio
1.38
0.65
88.78%
KZIA
Kazia Therapeutics
13.34
3.19
31.43%
WINT
Windtree Therapeutics
0.01
-1.18
-98.91%
PHGE
BiomX
0.20
-7.32
-97.34%
BOLT
Bolt Biotherapeutics
4.42
-1.11
-20.07%

Evogene Corporate Events

Evogene Expands ATM Offering as Shareholder Activism Escalates
Jul 18, 2026
Evogene Ltd. has increased the maximum aggregate size of its at-the-market equity offering program, raising the cap on ordinary shares that may be sold under its June 11, 2026 Sales Agreement with A.G.P./Alliance Global Partners from $2.93 million...
Evogene Showcases AI-Driven ChemPass Platform and Expanded Google Cloud Collaboration in New Investor Deck
Jun 16, 2026
Evogene filed a Form 6-K on June 16, 2026, furnishing an investor presentation that details its AI-first ChemPass platform for multi-parameter small-molecule discovery and optimization in pharma and ag-chem. The presentation highlights Evogene&#82...
Evogene Sets Up $2.9 Million At-the-Market Share Offering With A.G.P.
Jun 11, 2026
On June 11, 2026, Evogene Ltd. signed a Sales Agreement with A.G.P./Alliance Global Partners to establish an at-the-market equity program for up to $2.93 million of its ordinary shares. The shares may be sold from time to time on Nasdaq, in block ...
Evogene Tightens Focus on AI Small-Molecule Platform as Q1 2026 Revenue Falls
May 20, 2026
On May 20, 2026, Evogene reported first-quarter 2026 results, highlighting the post-2025 strategic focus on its ChemPass AI engine and pipeline in pharma and agriculture, alongside the wind-down of non-core subsidiaries. Management is concentratin...
Evogene’s Ag Plenus, Bayer End Herbicide Collaboration as APTH1 Target Falls Short
May 18, 2026
On May 18, 2026, Evogene announced that its subsidiary Ag Plenus and Bayer Ag mutually agreed to terminate their joint herbicide development project after concluding that the APTH1 target protein failed to meet required product criteria. The termi...
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: Jul 10, 2026