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Black Diamond Therapeutics, Inc. (BDTX)
NASDAQ:BDTX
US Market
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Black Diamond Therapeutics (BDTX) AI Stock Analysis

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BDTX

Black Diamond Therapeutics

(NASDAQ:BDTX)

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Neutral 46 (OpenAI - 5.2)
Rating:46Neutral
Price Target:
$1.50
▼(-50.98% Downside)
Action:Reiterated
Date:06/30/26
The score is weighed down primarily by weak and deteriorating fundamentals (TTM $0 revenue, sizable losses, and renewed cash burn) and a clearly bearish technical setup (price below major moving averages with negative MACD). Offsetting factors include a manageable debt position and supportive corporate developments, particularly the positive Phase 2 clinical data, but these are not enough to overcome current operating and cash-flow weakness.
Positive Factors
Proprietary mutation-targeting platform
BDTX’s mutation-targeting R&D platform is a durable structural advantage: it enables focused discovery on cancer-driving alterations and precision patient selection. Over 2–6 months this supports differentiated pipelines, higher trial hit rates, and stronger partner interest versus undifferentiated R&D approaches.
Negative Factors
Weak and deteriorating cash generation
A return to −$34M TTM operating and free cash flow is a substantive structural concern: ongoing negative cash generation increases financing needs, risks dilution or rushed partnerships, and constrains independent funding of pivotal trials and commercialization preparation over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Proprietary mutation-targeting platform
BDTX’s mutation-targeting R&D platform is a durable structural advantage: it enables focused discovery on cancer-driving alterations and precision patient selection. Over 2–6 months this supports differentiated pipelines, higher trial hit rates, and stronger partner interest versus undifferentiated R&D approaches.
Read all positive factors

Black Diamond Therapeutics (BDTX) vs. SPDR S&P 500 ETF (SPY)

Black Diamond Therapeutics Business Overview & Revenue Model

Company Description
Black Diamond Therapeutics, Inc. is a biotechnology enterprise dedicated to discovering, advancing, and bringing to market therapeutic agents specifically designed for patients with genetically characterized tumors. A core part of its pipeline is ...
How the Company Makes Money
BDTX makes money primarily through (1) collaboration and partnership revenue and (2) interest and other income on its cash and investment balances; as a clinical-stage biotech, it does not have a broad, recurring product-sales base. Collaboration ...

Black Diamond Therapeutics Financial Statement Overview

Summary
Financials are unstable: despite a profitable 2025 (annual) with $70.0M revenue and $22.4M net income, TTM revenue is $0 and the company has returned to large operating and net losses (EBIT -$45.9M; net loss -$43.2M). Cash flow is a key weakness with TTM operating cash flow and free cash flow both -$34.0M, implying renewed burn/runway risk, partially offset by a modest leverage profile (TTM debt $14.1M vs equity $104.3M; debt-to-equity ~0.14).
Income Statement
34
Negative
Balance Sheet
63
Positive
Cash Flow
28
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.0070.00M0.000.000.000.00
Gross Profit-113.00K69.67M0.00-437.00K0.000.00
EBITDA-38.09M22.69M-69.33M-82.00M-90.66M-125.39M
Net Income-43.21M22.37M-69.68M-82.44M-91.17M-125.60M
Balance Sheet
Total Assets132.92M143.01M122.64M158.57M156.25M247.68M
Cash, Cash Equivalents and Short-Term Investments118.26M128.65M98.58M131.40M122.81M209.79M
Total Debt17.88M18.78M22.19M25.30M28.14M28.46M
Total Liabilities28.62M30.80M39.35M41.83M40.56M51.78M
Stockholders Equity104.30M112.21M83.28M116.74M115.69M195.90M
Cash Flow
Free Cash Flow-34.03M29.61M-62.30M-66.75M-85.27M-102.86M
Operating Cash Flow-34.03M29.61M-62.30M-66.72M-85.08M-100.15M
Investing Cash Flow-33.95M-44.91M16.97M16.35M53.37M130.61M
Financing Cash Flow-363.00K-146.00K25.55M71.93M177.00K729.00K

Black Diamond Therapeutics Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price3.06
Price Trends
50DMA
2.38
Negative
100DMA
2.37
Negative
200DMA
2.83
Negative
Market Momentum
MACD
-0.16
Negative
RSI
44.30
Neutral
STOCH
62.23
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BDTX, the sentiment is Neutral. The current price of 3.06 is above the 20-day moving average (MA) of 1.80, above the 50-day MA of 2.38, and above the 200-day MA of 2.83, indicating a neutral trend. The MACD of -0.16 indicates Negative momentum. The RSI at 44.30 is Neutral, neither overbought nor oversold. The STOCH value of 62.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BDTX.

Black Diamond Therapeutics Risk Analysis

Black Diamond Therapeutics disclosed 81 risk factors in its most recent earnings report. Black Diamond Therapeutics 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

Black Diamond Therapeutics Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
55
Neutral
$315.22M-77.09%-9.22%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
47
Neutral
$2.79B-65.62-47.12%41.60%
47
Neutral
$297.01M-11.0821.05%43.38%
46
Neutral
$115.18M-2.64-36.37%-100.00%-1056.82%
44
Neutral
$228.39M-1.91-55.97%-45.50%-35.63%
44
Neutral
$50.86M-39.76%40.85%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BDTX
Black Diamond Therapeutics
2.01
-0.57
-22.09%
SLS
SELLAS Life Sciences Group
14.98
12.81
590.32%
GALT
Galectin Therapeutics
4.51
2.33
106.88%
VYGR
Voyager Therapeutics
3.78
0.58
18.12%
DMAC
Diamedica Therapeutics
7.62
3.86
102.66%
TIL
Instil Bio
7.73
-19.77
-71.89%

Black Diamond Therapeutics Corporate Events

Executive/Board ChangesShareholder Meetings
Black Diamond Shareholders Approve Directors and Annual Say-on-Pay
Positive
Jun 29, 2026
On June 26, 2026, Black Diamond Therapeutics, Inc. held its 2026 Annual Meeting of Stockholders in a virtual-only format, with 44,690,495 shares represented, establishing a quorum. Stockholders voted on director elections, auditor ratification, ex...
Business Operations and Strategy
Black Diamond Highlights Positive Phase 2 Silevertinib Lung Cancer Data
Positive
May 22, 2026
On May 21, 2026, Black Diamond Therapeutics reported positive Phase 2 data for silevertinib in treatment‑naïve non‑small cell lung cancer patients with non‑classical EGFR mutations, based on an April 11, 2026 data cutoff. In...
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: Jun 30, 2026