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CEA Industries (BNC)
NASDAQ:BNC
US Market
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CEA Industries (BNC) AI Stock Analysis

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BNC

CEA Industries

(NASDAQ:BNC)

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Neutral 66 (OpenAI - 5.2)
Rating:66Neutral
Price Target:
$3.00
▼(-53.99% Downside)
Action:Reiterated
Date:07/01/26
The score is driven primarily by sharply improved recent financial performance and strong cash generation with very low leverage. However, the technical setup is weak with the stock trading below key longer-term moving averages, and valuation is hard to support given a negative P/E and no dividend yield. Corporate events are mixed—governance/strategy actions are constructive, but legal and leadership transition risks remain.
Positive Factors
Revenue Growth
A sustained multi-hundred percent TTM revenue increase reflects a material expansion in product adoption or market reach. If this scale persists, it supports operating leverage, stronger supplier/customer terms, and provides a larger base to absorb SG&A while funding future investment.
Negative Factors
Operating Profitability
Negative EBITDA implies core operations still require improvement despite top-line gains; profitability may rely on non-operating items or one-time gains. Without sustained positive EBITDA, margins are fragile and the company may struggle to fund growth from operations alone over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
A sustained multi-hundred percent TTM revenue increase reflects a material expansion in product adoption or market reach. If this scale persists, it supports operating leverage, stronger supplier/customer terms, and provides a larger base to absorb SG&A while funding future investment.
Read all positive factors

CEA Industries (BNC) vs. SPDR S&P 500 ETF (SPY)

CEA Industries Business Overview & Revenue Model

Company Description
CEA Industries Inc., a U.S.-based enterprise, specializes in furnishing advanced engineering, design, and technological innovations for the controlled environment agriculture (CEA) sector. Through its subsidiary, Surna Cultivation Technologies LLC...
How the Company Makes Money
null...

CEA Industries Financial Statement Overview

Summary
Financials show a major recent step-change: very strong TTM revenue growth (~503%) and solid recent net income alongside exceptionally high gross margin (~87.5%). Balance sheet leverage is very low (debt-to-equity ~0.8% TTM), and cash generation is strong with operating cash flow far exceeding net income and strong free cash flow. Offsetting this, operating profitability remains mixed (EBITDA still negative) and the historical track record (2021–2024) includes losses and negative cash flow, so durability is not fully proven.
Income Statement
66
Positive
Balance Sheet
82
Very Positive
Cash Flow
88
Very Positive
BreakdownTTMJan 2026Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue138.72M132.08M2.80M6.91M11.28M13.64M
Gross Profit118.18M115.57M-219.62K542.08K1.14M2.93M
EBITDA-42.45M-80.94M-3.15M-2.82M-5.06M-1.91M
Net Income115.26M170.17M-3.15M-2.91M-5.50M-1.34M
Balance Sheet
Total Assets337.85M436.77M10.36M13.77M21.03M5.28M
Cash, Cash Equivalents and Short-Term Investments3.06M11.32M9.45M12.51M18.64M2.16M
Total Debt2.51M3.76M269.80K386.35K495.09K586.37K
Total Liabilities33.07M71.89M1.16M1.51M6.13M4.89M
Stockholders Equity304.78M364.88M9.20M12.26M14.90M389.47K
Cash Flow
Free Cash Flow263.27M257.05M-3.06M-6.13M-3.22M-3.28M
Operating Cash Flow273.92M267.69M-3.06M-6.13M-3.19M-3.21M
Investing Cash Flow-232.85M-30.45M0.00200.00-28.10K-57.16K
Financing Cash Flow179.32M3.91M0.000.0019.70M3.14M

CEA Industries Technical Analysis

Technical Analysis Sentiment
Positive
Last Price6.52
Price Trends
50DMA
2.73
Positive
100DMA
3.07
Negative
200DMA
5.06
Negative
Market Momentum
MACD
0.04
Negative
RSI
54.02
Neutral
STOCH
66.67
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BNC, the sentiment is Positive. The current price of 6.52 is above the 20-day moving average (MA) of 2.43, above the 50-day MA of 2.73, and above the 200-day MA of 5.06, indicating a neutral trend. The MACD of 0.04 indicates Negative momentum. The RSI at 54.02 is Neutral, neither overbought nor oversold. The STOCH value of 66.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BNC.

CEA Industries Risk Analysis

CEA Industries disclosed 58 risk factors in its most recent earnings report. CEA Industries reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

CEA Industries Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
$625.40M71.795.40%6.74%250.16%
66
Neutral
$114.46M-0.5478.70%946.46%-11.28%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
63
Neutral
$353.04M34.2614.45%1.11%19.86%-49.73%
63
Neutral
$597.16M82.523.17%2.07%-38.08%
59
Neutral
$375.59M-25.09-10.79%13.88%34.22%
44
Neutral
$37.65M-0.331577.14%-24.31%-169.16%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BNC
CEA Industries
2.78
-7.72
-73.52%
ESOA
Energy Services of America
18.92
8.84
87.75%
MTRX
Matrix Service Company
13.35
-0.60
-4.30%
ORN
Orion Group Holdings
15.45
6.38
70.34%
BBCP
Concrete Pumping Holdings
11.85
5.52
87.20%
SLND
Southland Holdings
0.69
-3.70
-84.19%

CEA Industries Corporate Events

Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
CEA Industries Reshapes Board Under YZi Cooperation Pact
Positive
Jun 24, 2026
On June 23, 2026, CEA Industries Inc. and major shareholder YZi Labs entered into a cooperation agreement that ends YZi’s consent solicitation and reshapes the company’s governance. The board expanded to six members, appointing YZi-aff...
Executive/Board Changes
CEA Industries Announces Resignation of Board Director Etten
Negative
Jun 16, 2026
On June 10, 2026, CEA Industries announced that Nicholas J. Etten resigned from its Board of Directors. The company expects Mr. Etten’s resignation to become effective later in June 2026, marking a change in its board composition that may in...
Business Operations and StrategyLegal Proceedings
CEA Industries Challenges Asset Management Agreement in Lawsuit
Negative
May 29, 2026
On May 22, 2026, CEA Industries Inc. filed a lawsuit in the U.S. District Court for the District of Delaware against 10X Capital LLC over an Asset Management Agreement signed on August 5, 2025. The company is seeking to have the agreement declared...
Business Operations and StrategyExecutive/Board ChangesPrivate Placements and Financing
CEA Industries Announces Leadership Changes and Governance Refresh
Neutral
May 6, 2026
On April 30, 2026, CEA Industries Inc. entered into a master loan agreement with BitGo Prime, enabling the company to borrow digital assets or cash on a secured, overcollateralized basis, subject to financial covenants including minimum net equity...
Delistings and Listing ChangesPrivate Placements and Financing
CEA Industries Wins Nasdaq Listing for Stapled Warrants
Positive
Apr 13, 2026
On April 13, 2026, CEA Industries announced that its stapled warrants to purchase common stock at an exercise price of $15.15 per share have been approved for listing on the Nasdaq Capital Market. Trading in the warrants, which will carry the tick...
Business Operations and StrategyExecutive/Board Changes
CEA Industries Adopts 2026 Inducement Equity Compensation Plan
Positive
Apr 9, 2026
On March 9, 2026, CEA Industries appointed Brent Miller as its new chief financial officer and, on April 6, 2026, the board approved a 2026 Inducement Plan authorizing up to 1,000,000 shares of common stock for equity awards to new employees. Unde...
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 01, 2026