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SIGA Technologies Inc (SIGA)
NASDAQ:SIGA
US Market
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SIGA Technologies (SIGA) AI Stock Analysis

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SIGA

SIGA Technologies

(NASDAQ:SIGA)

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Neutral 56 (OpenAI - 5.2)
Rating:56Neutral
Price Target:
$3.00
▼(-1.32% Downside)
Action:Reiterated
Date:08/07/26
Overall score reflects a strong, low-risk balance sheet and a constructive earnings-call update (profitable Q2 and solid cash), offset by weak TTM operating/cash-flow performance and bearish technicals (price below major moving averages with negative MACD). Valuation is modestly supportive given the ~11.4 P/E, but there is no dividend data to add support.
Positive Factors
Strong balance sheet
Zero reported debt and a ~$118M cash balance give SIGA financial flexibility to fund manufacturing, R&D and program development without immediate external financing. Over the next 2–6 months this reduces solvency risk, supports bridge financing for lumpy orders and enables strategic execution.
Negative Factors
Revenue concentration / variability
A business model dominated by episodic government orders produces extreme quarter‑to‑quarter swings in revenue and utilization. This structural lumpy demand complicates forecasting, capacity planning and steady margin generation, raising execution risk over a 2–6 month horizon.
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Positive Factors
Negative Factors
Strong balance sheet
Zero reported debt and a ~$118M cash balance give SIGA financial flexibility to fund manufacturing, R&D and program development without immediate external financing. Over the next 2–6 months this reduces solvency risk, supports bridge financing for lumpy orders and enables strategic execution.
Read all positive factors

SIGA Technologies (SIGA) vs. SPDR S&P 500 ETF (SPY)

SIGA Technologies Business Overview & Revenue Model

Company Description
SIGA Technologies, Inc. is a pharmaceutical company with commercialized products, specializing in the health security and infectious disease sectors across the United States. A core offering is TPOXX, an oral antiviral drug formulated to combat hu...
How the Company Makes Money
SIGA primarily makes money by selling TPOXX (tecovirimat) to government customers and other public health preparedness buyers, with demand driven by biodefense stockpiling and outbreak response. The company’s revenue is largely product revenue fro...

SIGA Technologies Earnings Call Summary

Earnings Call Date:Aug 06, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Positive
The call conveyed a predominantly positive operational and financial update driven by a strong Q2: profitable quarter, meaningful product deliveries (including completion of the 19C contract), an improving pipeline trajectory, expanding international partnerships (Hikma for MENA) and a solid balance sheet with $118M cash and no debt. Offsetting these positives are persistent execution risks tied to the timing of a new U.S. multiyear procurement award, quarter-to-quarter revenue volatility due to lumpy government orders, and the inherent complexity of international procurements. Overall, the company appears well-positioned but remains exposed to timing risks in government contracting.
Positive Updates
Quarterly Product Revenues and Mix
Product-related revenues of $38.0M in Q2 2026, comprised of ~$24.0M (63%) IV TPOXX delivered to the U.S. Strategic National Stockpile and ~$13.0M (34%) oral TPOXX delivered to two international customers. For the 6 months ended June 30, 2026, product-related revenues were $41.0M, with Q2 representing ~92.7% of H1 product revenues, demonstrating a strong quarter driven by large government orders.
Negative Updates
Delay and Uncertainty in U.S. Multiyear Procurement RFP
The new multiyear U.S. procurement contract process has progressed slower than expected. Management attributes delays to organizational changes within HHS (including leadership vacancies), transition of contract responsibility from BARDA to the SNS, and evolving priorities—creating uncertainty on timing and potential impact to future deliveries.
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Q2-2026 Updates
Negative
Quarterly Product Revenues and Mix
Product-related revenues of $38.0M in Q2 2026, comprised of ~$24.0M (63%) IV TPOXX delivered to the U.S. Strategic National Stockpile and ~$13.0M (34%) oral TPOXX delivered to two international customers. For the 6 months ended June 30, 2026, product-related revenues were $41.0M, with Q2 representing ~92.7% of H1 product revenues, demonstrating a strong quarter driven by large government orders.
Read all positive updates
Company Guidance
SIGA reiterated near‑term operational targets and provided financial metrics: Q2 2026 product revenues were $38.0 million (≈$24M IV TPOXX to the U.S. SNS and ≈$13M oral TPOXX to two international customers), bringing six‑month product revenues to $41M; R&D revenues were ≈$3M (Q2) and $6M (6M); pretax operating income was ≈$14M (Q2) and ≈$9M (6M); net income was ≈$12M (Q2) and $9M (6M) with fully diluted EPS of $0.17 (Q2) and $0.13 (6M); cash was ≈$118M with no debt as of June 30, 2026. Management is targeting an FDA submission for the PEP program in H1 2027, expects Phase I pediatric results by year‑end 2026, continues pursuit of a new U.S. multiyear procurement contract, and is targeting additional international orders with a delivery goal by March 2027.

SIGA Technologies Financial Statement Overview

Summary
Mixed fundamentals. The balance sheet is very strong with no debt and sizable equity, but TTM operations weakened sharply: revenue fell ~42.8%, gross margin compressed to ~4.5%, the company swung to a net loss, and operating/free cash flow turned materially negative (OCF about -$28.8M; FCF about -$29.2M).
Income Statement
48
Neutral
Balance Sheet
88
Very Positive
Cash Flow
42
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue53.66M94.60M138.72M139.92M110.78M133.67M
Gross Profit29.17M64.87M107.43M122.09M100.34M117.07M
EBITDA-4.90M30.96M76.61M88.31M44.65M89.83M
Net Income-2.76M23.30M59.21M68.07M33.90M69.45M
Balance Sheet
Total Assets175.74M219.47M244.34M254.35M195.04M214.73M
Cash, Cash Equivalents and Short-Term Investments117.58M154.97M155.40M150.15M98.79M103.14M
Total Debt439.40K595.17K546.82K564.01K528.17K466.83K
Total Liabilities10.45M20.65M28.53M57.49M24.88M40.41M
Stockholders Equity165.29M198.82M215.80M196.86M170.16M174.31M
Cash Flow
Free Cash Flow-20.50M43.12M48.72M94.78M41.61M11.44M
Operating Cash Flow-20.17M43.47M48.76M94.80M41.61M11.49M
Investing Cash Flow-330.12K-355.01K-42.45K-21.69K0.00-50.62K
Financing Cash Flow-44.38M-43.55M-43.46M-43.42M-45.96M-26.20M

SIGA Technologies Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price3.04
Price Trends
50DMA
3.43
Negative
100DMA
3.97
Negative
200DMA
4.72
Negative
Market Momentum
MACD
-0.12
Negative
RSI
45.83
Neutral
STOCH
62.96
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SIGA, the sentiment is Neutral. The current price of 3.04 is below the 20-day moving average (MA) of 3.05, below the 50-day MA of 3.43, and below the 200-day MA of 4.72, indicating a neutral trend. The MACD of -0.12 indicates Negative momentum. The RSI at 45.83 is Neutral, neither overbought nor oversold. The STOCH value of 62.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SIGA.

SIGA Technologies Risk Analysis

SIGA Technologies disclosed 37 risk factors in its most recent earnings report. SIGA Technologies reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

SIGA Technologies Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
56
Neutral
$218.42M-70.41-1.53%-70.13%-103.41%
53
Neutral
$637.60M-8.29243.68%22.56%5.86%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
51
Neutral
$223.89M-2.13-24.23%6.50%-613.22%
41
Neutral
$289.18M-1.74-35.91%-9.56%-231.68%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SIGA
SIGA Technologies
3.07
-4.19
-57.73%
EBS
Emergent Biosolutions
5.97
-2.42
-28.84%
ORGO
Organogenesis Holdings
1.75
-3.37
-65.82%
AQST
Aquestive Therapeutics
5.39
1.56
40.73%

SIGA Technologies Corporate Events

Executive/Board ChangesShareholder Meetings
SIGA Technologies Shareholders Approve Directors and Equity Plan
Neutral
Jun 10, 2026
SIGA Technologies’ stockholders met at the company’s 2026 Annual Meeting on June 9, 2026, with 87.05% of outstanding common shares represented in person or by proxy. Investors voted on board composition, auditor ratification, executive...
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 07, 2026