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MDB Capital Holdings, LLC Class A (MDBH)
NASDAQ:MDBH
US Market
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MDB Capital Holdings, LLC Class A (MDBH) AI Stock Analysis

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MDBH

MDB Capital Holdings, LLC Class A

(NASDAQ:MDBH)

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Neutral 48 (OpenAI - 5.2)
Rating:48Neutral
Price Target:
$3.00
▼(-1.64% Downside)
Action:Reiterated
Date:08/17/26
MDBH scores low-to-mid primarily due to weak financial performance (ongoing losses and negative cash flow) and a weak technical setup (below major moving averages with negative MACD). This is partially offset by a more constructive earnings-call outlook emphasizing cost discipline and several identified monetization catalysts, while valuation remains constrained by negative earnings and no stated dividend yield.
Positive Factors
Strong revenue growth
Rapid recent revenue expansion indicates improving transaction activity and market reach. If MDBH can convert this growth into recurring fee income and better gross margins, it could strengthen operating leverage over the next several quarters.
Negative Factors
Persistent operating losses
Negative gross profit and recurring operating losses show that revenue growth has not yet translated into a sustainable economic model. Continued losses could erode equity, constrain investment capacity, and increase dependence on successful future transactions.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong revenue growth
Rapid recent revenue expansion indicates improving transaction activity and market reach. If MDBH can convert this growth into recurring fee income and better gross margins, it could strengthen operating leverage over the next several quarters.
Read all positive factors

MDB Capital Holdings, LLC Class A (MDBH) vs. SPDR S&P 500 ETF (SPY)

MDB Capital Holdings, LLC Class A Business Overview & Revenue Model

Company Description
MDB Capital Holdings, LLC functions primarily as a broker-dealer through its subsidiary operations. The company's activities are divided into two main areas: Broker Dealer & Intellectual Property Service, and Technology Development. The Broker Dea...
How the Company Makes Money
MDBH generates revenue primarily through fees tied to investment banking and capital markets activities. Key revenue streams generally include (i) advisory fees for services such as strategic/financial advisory and transaction support, and (ii) un...

MDB Capital Holdings, LLC Class A Earnings Call Summary

Earnings Call Date:Aug 13, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 19, 2026
Earnings Call Sentiment Positive
The call presents a cautiously optimistic outlook: management acknowledges clear and material market headwinds (valuation pressure, fewer launches, modest H1 transactions and a smaller-than-expected eXoZymes financing) but highlights several concrete near-term catalysts (Paulex IPO and 2027 data readouts, PatentVest spin-out, Public Ventures partnership discussions, and eXoZymes manufacturing/commercialization advances). The tone emphasizes operational discipline (targeting $5–6M annual OpEx), non-dilutive monetization strategies, and multiple value-inflection events that could materially re-rate MDB if executed. Given the balance of tangible near-term catalysts and actions to reduce dilution against the ongoing market challenges and execution risks, the call leans positive but remains cautious.
Positive Updates
Clear near-term catalysts (Paulex IPO & data readouts)
Paulex Bio is nearing filing its registration statement for an IPO (targeted in Q4 2026) with clinical data readouts expected in early 2027; MDB holds ~7.1 million Paulex shares — management describes the drug as potentially 'earth-shattering' for diabetes and highly synergistic with GLP-1 therapies.
Negative Updates
Sustained microcap market headwinds and valuation pressure
MDB stock is down from IPO levels; management repeatedly acknowledged the sub-$200M microcap sector is neglected, institutional fund flows have concentrated in the largest names, and public-company count declined materially (from ~8,000 to <4,000), reducing investor demand for small IPOs.
Read all updates
Q2-2026 Updates
Negative
Clear near-term catalysts (Paulex IPO & data readouts)
Paulex Bio is nearing filing its registration statement for an IPO (targeted in Q4 2026) with clinical data readouts expected in early 2027; MDB holds ~7.1 million Paulex shares — management describes the drug as potentially 'earth-shattering' for diabetes and highly synergistic with GLP-1 therapies.
Read all positive updates
Company Guidance
Guidance from the call was to prioritize monetizing four core assets and running a very lean public company rather than raising new capital: target run-rate operating expenses of $5–6 million per year (about $6M after planned spinouts/partnerships), offset by fee income and aiming to avoid dilution; spin out/financing for PatentVest and pursue a partner or sale for Public Ventures (discussions/LOIs with ~4–5 parties, target to wrap in the next quarter); expect Paulex to file an IPO registration and target an IPO in Q4 with key clinical readouts in early 2027; eXoZymes is closing manufacturing and commercial partnerships (OpEx ~ $10M/year) and MDB holds ~4.1M shares (+ warrants) of eXoZymes and ~7.1M shares (+ warrants) of Paulex while owning 100% of Public Ventures and PatentVest; MDB noted two transactions in H1 (including Ticketplus) with a pipeline that could produce ~2 transactions in H2 and at least one potentially significant fee transaction, and reminded investors there are roughly 1,000 sub-$200M public companies (about 2% of market cap) amid a market where ~70% of funding has flowed to AI and the Russell Microcap’s average market cap exceeds $2.5B.

MDB Capital Holdings, LLC Class A Financial Statement Overview

Summary
Despite strong recent revenue growth and a low-leverage balance sheet, the financial profile is dominated by persistent operating losses, negative gross profit, and consistently negative operating/free cash flow (ongoing cash burn). The one-off profitable year (2024) followed by renewed heavy losses points to high earnings volatility and elevated execution risk.
Income Statement
18
Very Negative
Balance Sheet
72
Positive
Cash Flow
22
Negative
BreakdownTTMMar 2026Mar 2025Mar 2024Dec 2022Dec 2021
Income Statement
Total Revenue6.54M4.28M2.22M4.23M1.12M0.00
Gross Profit-279.98K-10.69M-17.84M-4.39M-1.71M-1.97M
EBITDA-23.04M-16.95M12.33M-9.76M-5.97M-5.67M
Net Income-22.46M-21.25M11.69M-6.97M-5.31M-15.10M
Balance Sheet
Total Assets50.77M63.74M71.98M42.99M25.70M8.25M
Cash, Cash Equivalents and Short-Term Investments12.91M13.22M20.44M6.11M4.95M6.23M
Total Debt553.00K609.00K711.50K2.42M1.42M720.63K
Total Liabilities1.26M3.16M1.90M5.67M2.59M1.49M
Stockholders Equity49.62M60.69M70.16M37.31M22.64M6.24M
Cash Flow
Free Cash Flow-8.94M-5.73M-8.49M-7.60M-6.77M-6.26M
Operating Cash Flow-8.81M-5.68M-9.04M-7.16M-6.57M-5.83M
Investing Cash Flow854.43K-49.00K22.89M-8.20M-16.38M-423.39K
Financing Cash Flow0.000.0069.30K17.76M21.68M0.00

MDB Capital Holdings, LLC Class A Technical Analysis

Technical Analysis Sentiment
Negative
Last Price3.05
Price Trends
50DMA
3.12
Negative
100DMA
3.31
Negative
200DMA
3.28
Negative
Market Momentum
MACD
-0.02
Negative
RSI
47.98
Neutral
STOCH
78.97
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MDBH, the sentiment is Negative. The current price of 3.05 is above the 20-day moving average (MA) of 3.04, below the 50-day MA of 3.12, and below the 200-day MA of 3.28, indicating a bearish trend. The MACD of -0.02 indicates Negative momentum. The RSI at 47.98 is Neutral, neither overbought nor oversold. The STOCH value of 78.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MDBH.

MDB Capital Holdings, LLC Class A Risk Analysis

MDB Capital Holdings, LLC Class A disclosed 70 risk factors in its most recent earnings report. MDB Capital Holdings, LLC Class A reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

MDB Capital Holdings, LLC Class A Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
$35.58M1.1433.24%27.49%111.47%762.68%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
60
Neutral
$83.02M-72.16-1.26%21.62%-111.45%
48
Neutral
$31.73M-1.33-35.86%76.02%-405.81%
44
Neutral
$61.09M-0.71-82.76%134.05%-45.58%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MDBH
MDB Capital Holdings, LLC Class A
2.90
-0.60
-17.14%
COHN
Cohen & Company
11.05
0.73
7.06%
SIEB
Siebert Financial
1.97
-0.78
-28.36%
DOMH
Dominari Holdings
2.49
-2.57
-50.77%
TOP
Zhong Yang Financial Group Ltd.
15.42
9.52
161.40%
GSIW
Garden Stage Ltd.
15.10
-6.04
-28.57%
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 17, 2026