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Bioatla, Inc. (BCAB)
NASDAQ:BCAB
US Market
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BioAtla (BCAB) AI Stock Analysis

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BCAB

BioAtla

(NASDAQ:BCAB)

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Neutral 46 (OpenAI - 5.2)
Rating:46Neutral
Price Target:
$4.00
▲(2005.26% Upside)
Action:Reiterated
Date:07/08/26
The score is primarily held back by weak financial performance—minimal revenue, substantial ongoing losses, persistent cash burn, and negative equity that raises balance-sheet risk. Technical indicators provide only modest near-term support, while valuation signals are limited because the company is unprofitable and has no dividend yield data.
Positive Factors
Proprietary CAB platform and focused oncology pipeline
BioAtla's CAB platform is a durable competitive asset: tumor‑selective activation can materially improve therapeutic index versus conventional antibodies. A focused solid‑tumor pipeline built on that platform supports differentiated clinical value, licensing appeal and long‑term strategic optionality if clinical outcomes validate the approach.
Negative Factors
Minimal and declining revenue base
A tiny, volatile revenue base undermines predictability and scale: with only $2.0M TTM revenue after a steep decline, fixed R&D and G&A costs are unlikely to be absorbed internally. This increases dependence on external financing or partner payments, and makes operating leverage and long‑term planning fragile.
Read all positive and negative factors
Positive Factors
Negative Factors
Proprietary CAB platform and focused oncology pipeline
BioAtla's CAB platform is a durable competitive asset: tumor‑selective activation can materially improve therapeutic index versus conventional antibodies. A focused solid‑tumor pipeline built on that platform supports differentiated clinical value, licensing appeal and long‑term strategic optionality if clinical outcomes validate the approach.
Read all positive factors

BioAtla (BCAB) vs. SPDR S&P 500 ETF (SPY)

BioAtla Business Overview & Revenue Model

Company Description
BioAtla Inc. is a biopharmaceutical firm currently in the clinical development phase, focused on creating highly specific and selective antibody-derived treatments designed to combat solid tumor cancers. The company's primary experimental therapeu...
How the Company Makes Money
BioAtla is a clinical-stage biotechnology company and, as such, it generally does not rely on recurring product sales; instead, its revenue model is primarily driven by collaboration- and partnership-related income and other R&D-linked payments wh...

BioAtla Earnings Call Summary

Earnings Call Date:Nov 13, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Aug 06, 2026
Earnings Call Sentiment Positive
The earnings call highlighted significant progress in clinical trials, strategic transactions, and market potential for BioAtla's programs, with robust data supporting their CAB platform's potential. However, financial challenges were noted, including increased net loss and decreased cash reserves.
Positive Updates
FDA Alignment on Phase Three Trial Design
BioAtla achieved FDA alignment on the phase three OSV registrational trial design for OPSCC, which includes a dual primary endpoints design for potential accelerated approval followed by full approval.
Negative Updates
Increased Net Loss
Reported a net loss of $15.8 million for the third quarter of 2025, compared to a net loss of $10.6 million in the same quarter of 2024, primarily due to collaboration revenue recorded in 2024 and a non-cash loss on warrant liability in 2025.
Read all updates
Q3-2025 Updates
Negative
FDA Alignment on Phase Three Trial Design
BioAtla achieved FDA alignment on the phase three OSV registrational trial design for OPSCC, which includes a dual primary endpoints design for potential accelerated approval followed by full approval.
Read all positive updates
Company Guidance
During BioAtla, Inc.'s third quarter 2025 earnings call, the company provided several key metrics and updates. They are in advanced stages of finalizing a strategic transaction with a potential partner by year-end. The FDA has aligned with their phase three OSV registrational trial design for second-line plus oropharyngeal squamous cell carcinoma (OPSCC), targeting dual primary endpoints of overall response rate and overall survival, with potential for accelerated approval. The estimated worldwide peak sales for their OSFI product in second-line OPSCC alone are approximately $800 million, with the total OPSCC market projected to reach $3 billion by 2032. They reported a net loss of $15.8 million for the quarter, an increase from a $10.6 million net loss in the same quarter of 2024. BioAtla, Inc. had $8.3 million in cash and cash equivalents as of September 30, 2025, and expects R&D expenses to decline as they concentrate resources on prioritized programs.

BioAtla Financial Statement Overview

Summary
Very weak fundamentals: TTM revenue is only $2.0M and flat, profitability is deeply negative (TTM net income -$44.3M; EBIT -$51.0M), and cash burn remains heavy (TTM operating cash flow -$37.3M; free cash flow -$23.1M). The balance sheet is pressured by negative equity (TTM -$37.3M) and a much smaller asset base versus 2024, increasing financing and flexibility risk despite modest absolute debt (~$6.1M).
Income Statement
12
Very Negative
Balance Sheet
18
Very Negative
Cash Flow
10
Very Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue2.00M2.00M11.00M0.000.00250.00K
Gross Profit2.12M2.00M10.07M-1.22M-1.20M-58.02M
EBITDA-47.79M-59.23M-68.85M-122.24M-105.28M-94.07M
Net Income-50.62M-59.61M-69.78M-123.46M-105.28M-95.40M
Balance Sheet
Total Assets8.57M13.83M52.42M119.66M225.74M254.42M
Cash, Cash Equivalents and Short-Term Investments1.96M7.12M49.05M111.47M215.51M244.98M
Total Debt6.09M6.20M836.00K2.46M3.98M5.37M
Total Liabilities45.88M50.02M38.16M48.99M45.40M43.60M
Stockholders Equity-37.31M-36.19M14.27M70.67M180.34M210.82M
Cash Flow
Free Cash Flow-37.18M-48.20M-71.94M-104.11M-90.69M-63.14M
Operating Cash Flow-37.18M-48.20M-71.94M-104.02M-90.42M-62.21M
Investing Cash Flow0.000.000.00-98.00K-265.00K-924.00K
Financing Cash Flow6.78M6.28M9.51M77.00K61.21M69.51M

BioAtla Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price0.19
Price Trends
50DMA
3.96
Positive
100DMA
5.74
Negative
200DMA
18.96
Negative
Market Momentum
MACD
0.06
Negative
RSI
52.89
Neutral
STOCH
74.35
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BCAB, the sentiment is Neutral. The current price of 0.19 is below the 20-day moving average (MA) of 3.76, below the 50-day MA of 3.96, and below the 200-day MA of 18.96, indicating a neutral trend. The MACD of 0.06 indicates Negative momentum. The RSI at 52.89 is Neutral, neither overbought nor oversold. The STOCH value of 74.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BCAB.

BioAtla Risk Analysis

BioAtla disclosed 91 risk factors in its most recent earnings report. BioAtla 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

BioAtla Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
52
Neutral
$50.14M-2.46-0.97%21.67%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
49
Neutral
$432.85M-1.85-53.23%-100.00%-290.26%
46
Neutral
$7.60M-0.10166.67%-81.82%31.28%
42
Neutral
$30.15M-1.40-218.67%48.96%
$88.77M-2.15-284.80%16.55%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BCAB
BioAtla
4.08
-15.33
-78.97%
ATNM
Actinium Pharmaceuticals
1.05
-0.38
-26.57%
LTRN
Lantern Pharma
3.57
0.03
0.85%
IPSC
Century Therapeutics
2.31
1.75
311.03%
MAIA
MAIA Biotechnology, Inc.
1.47
-0.37
-20.11%
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 08, 2026