Mobia Medical, Inc. AI Stock Analysis
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Mobia Medical, Inc. (MOBI) AI Stock Analysis
Mobia Medical, Inc.
(NASDAQ:MOBI)
The score is held back primarily by weak financial performance (large losses, heavy cash burn, and a significant negative equity position) despite strong revenue growth and high gross margins. Offsetting this, technical indicators show constructive momentum and the earnings call featured raised guidance and positive adoption/clinical catalysts. Valuation remains constrained by loss-making results (negative P/E) and no dividend support.
Mobia Medical, Inc. (MOBI) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $448.43M
- Dividend Yield
- ―
- Average Volume (3M)
- 211.28K
- Price to Earnings (P/E)
- -6.7
- Beta (1Y)
- 0.61
- Revenue Growth
- ―
- EPS Growth
- ―
- Country
- US
- Employees
- 167
- Sector
- General
- Sector Strength
- 55
- Industry
- Medical - Specialties
Mobia Medical, Inc. Business Overview & Revenue Model
Company Description
Mobia Medical, Inc. develops and commercializes neurostimulation medical devices, including implantable systems for stroke rehabilitation and other neurological conditions. The company provides neurostimulation systems and devices that combine vagus...
Mobia Medical, Inc. Earnings Call Summary
The call was strongly positive, supported by 73% third-quarter revenue growth, a raised full-year revenue outlook, expanding active territories, improved gross margin, favorable clinical and guideline developments, and continued adoption from existing programs. The company remains loss-making and operating expenses increased substantially, while management acknowledged that market development and broader payer coverage are still in progress.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Mobia Medical raised full-year 2026 revenue guidance to $57.0 million-$57.5 million from $54 million-$56 million, and later stated total revenue is expected to be in the range of $57 million-$57.5 million, representing growth of approximately 78%-79% over the full year 2025; the company continues to expect gross margin to remain in the low 80s moving forward, anticipates continuing to add new territories at a relatively consistent pace, and intends to maintain a consistent pace moving forward, while not necessarily guiding to specific numbers; a territory manager becomes an active territory after approximately nine months, and Mobia expects within 2027 to be able to publish its GRASP registry, or the first part of its GRASP registry.
Mobia Medical, Inc. Financial Statement Overview
Summary
Revenue growth is very strong (2025 revenue more than doubled year over year) and gross margin is attractive (~low 80s). However, operating and net losses remain very large (2025 net loss ~$46.5M), cash burn is significant (2025 operating cash flow about -$45.7M and free cash flow about -$46.1M), and the balance sheet shows a sizable equity deficit (2025 stockholders’ equity about -$150.8M), elevating financial risk.
Income Statement
18Very NegativeBalance Sheet
12Very NegativeCash Flow
14Very Negative| Breakdown | TTM | Dec 2025 | Dec 2024 |
|---|---|---|---|
Income Statement | |||
| Total Revenue | 41.20M | 32.04M | 15.64M |
| Gross Profit | 34.18M | 25.98M | 12.45M |
| EBITDA | -53.65M | -45.37M | -23.50M |
| Net Income | -56.13M | -46.50M | -24.60M |
Balance Sheet | |||
| Total Assets | 181.17M | 48.15M | 22.09M |
| Cash, Cash Equivalents and Short-Term Investments | 160.69M | 33.59M | 14.62M |
| Total Debt | 8.37M | 8.44M | 7.72M |
| Total Liabilities | 23.26M | 198.92M | 128.13M |
| Stockholders Equity | 157.91M | -150.77M | -106.04M |
Cash Flow | |||
| Free Cash Flow | -47.96M | -46.06M | -24.36M |
| Operating Cash Flow | -46.32M | -45.69M | -24.32M |
| Investing Cash Flow | -1.64M | -364.41K | -40.85K |
| Financing Cash Flow | 175.06M | 65.03M | 15.66M |
Mobia Medical, Inc. Peers Comparison
Overall Rating
MMED63Neutral- MOBI57Neutral
SI56Neutral
Financial Indicators
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MOBI | Mobia Medical, Inc. | 13.47 | 1.72 | 14.64% | |
| FEED | Envue Medical, Inc. | 0.26 | -56.02 | -99.53% | |
| SI | Shoulder Innovations, Inc. | 21.92 | 7.22 | 49.12% | |
| MMED | MiniMed Group, Inc. | 18.25 | -0.24 | -1.30% | |
| ALMR | Alamar Biosciences, Inc. | 31.61 | 9.61 | 43.68% | |
| SPTX | Seaport Therapeutics, Inc. | 21.31 | 1.47 | 7.41% |
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: Nov 06, 2026