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Zentek (TSE:ZEN)
:ZEN
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Zentek (ZEN) AI Stock Analysis

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TSE:ZEN

Zentek

(ZEN)

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Neutral 50 (OpenAI - Gpt-5.6Sol)
Rating:50Neutral
Price Target:
C$0.83
▲(7.79% Upside)
Action:Reiterated
Date:08/26/26
The score is held back primarily by weak financial performance—minimal and declining revenue, persistent losses, and ongoing cash burn. Technical indicators are broadly neutral and do not strongly offset the fundamentals. Corporate developments are positive (federal standing offer and new patent filing), but their current scale does not yet meaningfully change the near-term financial risk profile.
Positive Factors
Low Leverage
Low leverage and a meaningful equity base provide financial flexibility to fund development and commercialization while reducing refinancing and solvency risk during the company’s early growth phase.
Negative Factors
Minimal Declining Revenue
Very low and declining revenue indicates that product-market adoption remains limited. This weak commercial base makes operating costs harder to absorb and leaves future funding dependent on uncertain sales growth, partnerships, or licensing.
Read all positive and negative factors
Positive Factors
Negative Factors
Low Leverage
Low leverage and a meaningful equity base provide financial flexibility to fund development and commercialization while reducing refinancing and solvency risk during the company’s early growth phase.
Read all positive factors

Zentek (ZEN) vs. iShares MSCI Canada ETF (EWC)

Zentek Business Overview & Revenue Model

Company Description
Zentek Ltd. engages in the research and development of graphene and related nanomaterials in Canada. It owns 100% interest in the Albany Graphite project located in Northern Ontario, Canada. The company develops graphene-based antimicrobial coatin...
How the Company Makes Money
Zentek’s monetization is based on commercializing its materials technologies rather than operating as a traditional commodity producer. In general terms, the company can generate revenue through (1) direct sales of products derived from its materi...

Zentek Financial Statement Overview

Summary
Overall fundamentals are weak: revenue is extremely small and declining, profitability remains deeply negative, and operating/free cash flow are consistently negative (ongoing cash burn). The key offset is a relatively conservative balance sheet with low leverage and meaningful equity, which reduces near-term solvency risk but does not resolve the continued losses.
Income Statement
12
Very Negative
Balance Sheet
62
Positive
Cash Flow
18
Very Negative
BreakdownTTMMar 2025Mar 2024Mar 2023Mar 2022Jun 2021
Income Statement
Total Revenue108.25K166.05K872.50K29.82K72.86K339.67K
Gross Profit-5.43M-6.29M192.49K-385.06K-780.48K-275.04K
EBITDA-10.59M-10.30M-9.35M-11.08M-13.75M-11.27M
Net Income-10.45M-9.77M-10.04M-11.70M-14.41M-38.69M
Balance Sheet
Total Assets30.86M15.09M18.40M22.59M33.29M37.98M
Cash, Cash Equivalents and Short-Term Investments16.60M1.30M121.48K3.52M10.36M26.68M
Total Debt1.93M1.91M680.47K1.24M1.61M2.23M
Total Liabilities5.60M5.28M3.65M2.41M2.90M3.44M
Stockholders Equity25.26M9.80M14.75M20.17M30.38M34.55M
Cash Flow
Free Cash Flow-5.57M-5.77M-6.28M-8.37M-15.23M-11.97M
Operating Cash Flow-5.07M-5.07M-6.28M-8.05M-12.96M-7.99M
Investing Cash Flow-1.23M1.67M358.65K1.88M-2.31M-7.25M
Financing Cash Flow20.01M4.58M2.52M-665.47K-1.05M38.82M

Zentek Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price0.77
Price Trends
50DMA
0.76
Positive
100DMA
0.76
Positive
200DMA
0.85
Negative
Market Momentum
MACD
-0.02
Positive
RSI
48.25
Neutral
STOCH
53.41
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:ZEN, the sentiment is Neutral. The current price of 0.77 is below the 20-day moving average (MA) of 0.81, above the 50-day MA of 0.76, and below the 200-day MA of 0.85, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 48.25 is Neutral, neither overbought nor oversold. The STOCH value of 53.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for TSE:ZEN.

Zentek Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
63
Neutral
C$159.02M-47.64-4.72%-3.16%-345.50%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
50
Neutral
C$97.50M-8.22-70.73%-88.29%-13.25%
49
Neutral
C$43.46M-15.701894.66%14.18%
44
Neutral
C$69.29M-24.0074.79%-15.53%
42
Neutral
C$52.18M-36.30-250.77%-82.05%23.73%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:ZEN
Zentek
0.77
-0.42
-35.29%
TSE:ARCH
Arch Biopartners
1.02
-0.63
-38.18%
TSE:BUX
BioMark Diagnostics
0.49
0.13
36.11%
TSE:MDP
Medexus Pharmaceuticals Inc
5.06
1.94
62.18%
TSE:SONA
Sona Nanotech Inc
0.38
-0.23
-37.70%

Zentek Corporate Events

Business Operations and StrategyProduct-Related Announcements
Zentek Wins Ottawa HVAC Filter Deal as ZenGUARD Gains Federal Traction
Positive
Aug 20, 2026
Zentek Ltd., a Canadian IP development company, is commercializing graphene-enabled and advanced material technologies across clean air, next-generation materials, and critical minerals, anchored by its Albany graphite, ZenGUARD™, and Triera...
Business Operations and StrategyProduct-Related Announcements
Zentek Files Patent for Albany-Graphite EMI Shielding Coating
Positive
Aug 17, 2026
Zentek has filed a provisional U.S. patent application for ZEN-EMI-01, a water-based electromagnetic interference shielding coating derived from purified graphite from its Albany deposit. The coating is designed to absorb electromagnetic energy as...
Product-Related AnnouncementsRegulatory Filings and Compliance
CI Global Asset Management Lowers Risk Ratings on Three Funds, Raises One
Neutral
Jul 16, 2026
CI Global Asset Management has adjusted the risk ratings on four of its mutual funds and corresponding ETFs, shifting three alternative strategies and a global climate-focused fund into lower or higher risk bands. The CI Alternative Diversified Op...
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 26, 2026