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Metagenomi, Inc. (MGX)
NASDAQ:MGX
US Market
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Metagenomi, Inc. (MGX) AI Stock Analysis

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MGX

Metagenomi, Inc.

(NASDAQ:MGX)

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Neutral 48 (OpenAI - 5.2)
Rating:48Neutral
Price Target:
$1.00
▼(-16.67% Downside)
Action:Reiterated
Date:08/11/26
The score is held down primarily by weak financial performance—large operating losses, substantial ongoing cash burn, and a weaker recent revenue trajectory—despite strong gross margins and manageable leverage. Technicals are mostly neutral with a mildly weak longer-term trend, while valuation is constrained by negative earnings and no dividend. Corporate events provide some support via pipeline progress and stated cash runway, but execution and funding risk remain the dominant factors.
Positive Factors
High gross margins
Sustained ~76% gross margins indicate the platform and licensing model can generate high-profit per collaboration or license. That structural margin profile supports scalable revenue conversion as partnerships expand and reduces incremental cost pressure on future program commercialization efforts.
Negative Factors
Large cash burn
Sustained negative operating and free cash flow of roughly -$85M TTM creates ongoing dependence on equity or partner financing. Over a multi-quarter horizon this raises dilution risk and could constrain strategic choices if capital markets or partnering terms tighten before clinical de-risking is achieved.
Read all positive and negative factors
Positive Factors
Negative Factors
High gross margins
Sustained ~76% gross margins indicate the platform and licensing model can generate high-profit per collaboration or license. That structural margin profile supports scalable revenue conversion as partnerships expand and reduces incremental cost pressure on future program commercialization efforts.
Read all positive factors

Metagenomi, Inc. (MGX) vs. SPDR S&P 500 ETF (SPY)

Metagenomi, Inc. Business Overview & Revenue Model

Company Description
Metagenomi, Inc. operates as a biotechnology company focused on gene editing, committed to developing therapeutic solutions for patients. The company utilizes a distinctive genome editing toolkit, sourced from metagenomics, for its development eff...
How the Company Makes Money
Metagenomi’s primary way of generating revenue is through research collaborations and strategic partnerships in which it licenses or provides access to its gene-editing platform (including engineered nucleases and related intellectual property) to...

Metagenomi, Inc. Financial Statement Overview

Summary
Despite strong gross margins (TTM ~76%), MGX remains deeply loss-making (TTM operating margin ~-488%, net margin ~-689%) and is burning significant cash (TTM operating and free cash flow about -$85M). Leverage is not extreme (TTM debt-to-equity ~0.34), but declining equity and weakening TTM revenue (~-39%) raise ongoing funding and execution risk.
Income Statement
24
Negative
Balance Sheet
58
Neutral
Cash Flow
18
Very Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue13.56M25.21M52.30M44.76M17.20M243.00K
Gross Profit10.07M19.89M52.30M-49.65M15.47M-144.00K
EBITDA-88.49M-82.61M-78.16M-56.02M-39.19M-20.75M
Net Income-93.46M-87.87M-78.06M-68.25M-43.59M-21.44M
Balance Sheet
Total Assets173.70M221.10M324.60M364.84M414.49M141.99M
Cash, Cash Equivalents and Short-Term Investments120.66M160.80M248.31M271.18M362.13M108.15M
Total Debt37.72M40.66M45.78M48.23M18.57M48.93M
Total Liabilities61.13M62.51M89.74M149.67M488.91M174.54M
Stockholders Equity112.57M158.60M234.86M215.17M-74.43M-32.54M
Cash Flow
Free Cash Flow-85.80M-89.47M-112.19M-101.22M15.75M21.35M
Operating Cash Flow-85.49M-88.89M-109.07M-91.41M29.72M24.26M
Investing Cash Flow96.88M103.53M-88.16M45.73M-122.20M-74.32M
Financing Cash Flow-73.00K-356.00K84.01M1.01M239.59M39.92M

Metagenomi, Inc. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1.20
Price Trends
50DMA
1.24
Negative
100DMA
1.31
Negative
200DMA
1.52
Negative
Market Momentum
MACD
>-0.01
Negative
RSI
47.62
Neutral
STOCH
58.12
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MGX, the sentiment is Negative. The current price of 1.2 is below the 20-day moving average (MA) of 1.22, below the 50-day MA of 1.24, and below the 200-day MA of 1.52, indicating a neutral trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 47.62 is Neutral, neither overbought nor oversold. The STOCH value of 58.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MGX.

Metagenomi, Inc. Risk Analysis

Metagenomi, Inc. disclosed 77 risk factors in its most recent earnings report. Metagenomi, 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

Metagenomi, Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
59
Neutral
$176.79M1.0155.29%-100.00%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
49
Neutral
$210.86M-3.33-157.89%50.66%
49
Neutral
$80.55M-7.7525.68%-88.41%76.14%
48
Neutral
$45.71M-0.49-63.65%-59.84%-5.97%
45
Neutral
$18.65M-0.52-208.23%55.37%
45
Neutral
$42.80M-0.98-82.06%-23.49%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MGX
Metagenomi, Inc.
1.22
-0.68
-35.79%
ORMP
Oramed Pharm
4.27
2.29
116.09%
IMUX
Immunic
15.93
6.77
73.81%
ATRA
Atara Biotherapeutics
9.23
-2.50
-21.29%
HOWL
Werewolf Therapeutics
0.38
-0.94
-71.14%
CNTX
Context Therapeutics
0.47
-0.27
-36.28%

Metagenomi, Inc. Corporate Events

Executive/Board ChangesShareholder Meetings
Metagenomi Announces Board Changes and Shareholder Meeting Results
Positive
Jun 10, 2026
On June 9, 2026, Metagenomi Therapeutics, Inc. announced that board member Brian C. Thomas, Ph.D. resigned from the board effective the same day, with the company emphasizing that his departure did not stem from any disagreement over its operation...
Business Operations and StrategyExecutive/Board ChangesFinancial Disclosures
Metagenomi Highlights Q1 Progress on MGX-001 Gene Therapy
Positive
May 11, 2026
Metagenomi Therapeutics reported first quarter 2026 results on May 11, 2026, highlighting progress on its MGX-001 hemophilia A program and platform technologies while maintaining a cash position of $140.2 million, which it expects will fund operat...
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 11, 2026