tiprankstipranks
Boundless Bio Inc. (BOLD)
NASDAQ:BOLD
US Market
Want to see BOLD full AI Analyst Report?

Boundless Bio Inc. (BOLD) AI Stock Analysis

53 Followers

Top Page

BOLD

Boundless Bio Inc.

(NASDAQ:BOLD)

Select Model
Select Model
Select Model
Neutral 44 (OpenAI - 5.2)
Rating:44Neutral
Price Target:
$1.50
▲(18.11% Upside)
Action:Reiterated
Date:06/24/26
The score is primarily weighed down by weak financial performance (minimal revenue, persistent losses, and ongoing cash burn). Technicals are mixed with near-term weakness but some longer-term support, while valuation provides limited support due to a negative P/E and no dividend yield. Corporate events add uncertainty due to the merger terms and restructuring, despite the offsetting benefit of sizeable committed financing.
Positive Factors
Committed $230M financing and merger runway
The $230M of committed private financing tied to the merger materially extends development runway into H2 2029, reducing immediate refinancing risk and enabling multi-year clinical programs. This structural capital commitment supports sustained R&D investment and de-risks near-term liquidity for the combined company.
Negative Factors
Persistent cash burn and no revenue
The company reports sustained negative operating and free cash flow, with TTM FCF near -$47.6M and operating losses continuing. This structural reliance on external capital means long-term viability depends on successful financings and clinical milestones rather than operating cash generation, raising execution risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Committed $230M financing and merger runway
The $230M of committed private financing tied to the merger materially extends development runway into H2 2029, reducing immediate refinancing risk and enabling multi-year clinical programs. This structural capital commitment supports sustained R&D investment and de-risks near-term liquidity for the combined company.
Read all positive factors

Boundless Bio Inc. (BOLD) vs. SPDR S&P 500 ETF (SPY)

Boundless Bio Inc. Business Overview & Revenue Model

Company Description
Boundless Bio, Inc., a clinical-stage oncology company, focuses on developing innovative cancer therapies aimed at addressing the significant unmet needs of patients with oncogene amplified tumors. Their core strategy involves targeting extrachrom...
How the Company Makes Money
null...

Boundless Bio Inc. Financial Statement Overview

Summary
Income statement is very weak with essentially no revenue and persistent large losses (TTM EBIT about -$60.7M; net loss about -$56.0M). Cash flow is also negative with continued operating and free cash flow burn (TTM FCF about -$47.6M), though burn improved versus 2024. The balance sheet is a relative positive with moderate leverage (debt-to-equity ~0.50–0.56) and positive equity (TTM ~$86.4M), but equity has been declining and profitability remains deeply negative.
Income Statement
12
Very Negative
Balance Sheet
46
Neutral
Cash Flow
28
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.000.000.000.000.00
Gross Profit-1.22M-1.25M-1.09M0.000.000.00
EBITDA-54.78M-56.95M-64.28M-48.48M-44.96M-24.53M
Net Income-55.99M-58.20M-65.36M-49.43M-45.90M-25.21M
Balance Sheet
Total Assets140.97M157.06M206.41M129.89M76.83M113.72M
Cash, Cash Equivalents and Short-Term Investments92.85M107.58M152.11M120.75M66.72M73.03M
Total Debt48.29M49.03M47.63M2.19M5.18M377.00K
Total Liabilities54.59M58.41M55.77M256.98M158.53M151.91M
Stockholders Equity86.38M98.65M150.64M-127.08M-81.70M-38.19M
Cash Flow
Free Cash Flow-47.60M-47.21M-63.38M-47.49M-40.66M-25.28M
Operating Cash Flow-47.10M-46.66M-60.84M-46.85M-39.60M-23.25M
Investing Cash Flow49.33M37.80M-26.10M-38.26M16.13M-59.28M
Financing Cash Flow141.00K141.00K89.82M97.90M126.00K105.53M

Boundless Bio Inc. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1.27
Price Trends
50DMA
1.63
Positive
100DMA
1.41
Positive
200DMA
1.32
Positive
Market Momentum
MACD
0.29
Negative
RSI
77.02
Negative
STOCH
78.68
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BOLD, the sentiment is Positive. The current price of 1.27 is below the 20-day moving average (MA) of 1.86, below the 50-day MA of 1.63, and below the 200-day MA of 1.32, indicating a bullish trend. The MACD of 0.29 indicates Negative momentum. The RSI at 77.02 is Negative, neither overbought nor oversold. The STOCH value of 78.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BOLD.

Boundless Bio Inc. Risk Analysis

Boundless Bio Inc. disclosed 81 risk factors in its most recent earnings report. Boundless Bio Inc. 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

Boundless Bio Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
52
Neutral
$205.88M-124.06%39.66%
45
Neutral
$34.59M-0.64-139.47%43.88%14.79%
44
Neutral
$56.19M-1.00-53.60%15.42%
44
Neutral
$25.33M-0.48-70.57%-100.00%21.30%
41
Neutral
$4.90M-0.33-92.74%-84.26%14.73%
40
Underperform
$22.77M-0.74280.42%4.35%20.37%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BOLD
Boundless Bio Inc.
2.50
1.41
129.36%
PLUR
Pluri
2.11
-3.68
-63.56%
CLGN
Collplant Holdings
0.34
-1.01
-74.81%
ALXO
ALX Oncology Holdings
2.07
1.63
370.45%
ALGS
Aligos Therapeutics
5.59
-1.91
-25.47%
BRNS
Barinthus Biotherapeutics
0.62
-0.31
-33.12%

Boundless Bio Inc. Corporate Events

Business Operations and StrategyExecutive/Board ChangesDividendsM&A TransactionsPrivate Placements and Financing
Boundless Bio to Merge with Serapha Bio, Restructure Operations
Negative
Jun 23, 2026
On June 22, 2026, Boundless Bio agreed to merge with privately held Serapha Bio in an all-stock transaction that will leave Serapha equityholders owning about 96% of the combined company, which will operate as Serapha Bio and list on Nasdaq under ...
Executive/Board ChangesShareholder Meetings
Boundless Bio Shareholders Back Directors and Auditor Appointments
Positive
Jun 17, 2026
At its annual meeting of stockholders held on June 15, 2026, Boundless Bio, Inc. reported that stockholders elected James Christensen, Ph.D., and Jennifer Lew as Class II directors, each to serve until the company’s 2029 annual meeting and u...
Business Operations and Strategy
Boundless Bio Terminates Major Long-Term San Diego Lease
Negative
Apr 13, 2026
On April 13, 2026, Boundless Bio, Inc. agreed to terminate its lease for approximately 80,168 square feet of laboratory and office space at 10955 Alexandria Way in San Diego, a lease that had originally been scheduled to run through October 31, 20...
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 24, 2026