tiprankstipranks
Merlin (MRLN)
NASDAQ:MRLN
US Market
Want to see MRLN full AI Analyst Report?

Merlin (MRLN) AI Stock Analysis

109 Followers

Top Page

MRLN

Merlin

(NASDAQ:MRLN)

Select Model
Select Model
Select Model
Neutral 43 (OpenAI - 5.2)
Rating:43Neutral
Price Target:
$3.50
▼(-6.91% Downside)
Action:N/A
Date:08/17/26
MRLN scores low primarily due to weak and unstable financial performance (revenue disruption and ongoing negative cash flow despite reported net income). Technicals reinforce the caution with a clear downtrend and negative MACD. Valuation provides limited support given the negative P/E and no dividend yield data.
Positive Factors
Deleveraged Balance Sheet
Positive equity and zero reported debt reduce leverage-related risk and provide greater financial flexibility. This is a meaningful improvement from 2024, although the sharp year-over-year change means the durability of the balance-sheet reset remains uncertain.
Negative Factors
Revenue Disruption
A zero-revenue year indicates severe operating disruption or a major business-model reset, leaving limited visibility into customer demand and commercialization. Sustained revenue recovery is necessary before the company can demonstrate a durable growth trajectory.
Read all positive and negative factors
Positive Factors
Negative Factors
Deleveraged Balance Sheet
Positive equity and zero reported debt reduce leverage-related risk and provide greater financial flexibility. This is a meaningful improvement from 2024, although the sharp year-over-year change means the durability of the balance-sheet reset remains uncertain.
Read all positive factors

Merlin (MRLN) vs. SPDR S&P 500 ETF (SPY)

Merlin Business Overview & Revenue Model

Company Description
Merlin, Inc. is a US-based developer of cost-effective, takeoff-to-touchdown autonomy for both legacy and next-generation airborne systems. Its aircraft-agnostic, AI-powered software is purpose-built for military and civil programs and is powering...
How the Company Makes Money
null...

Merlin Financial Statement Overview

Summary
Overall fundamentals are weak: the income statement shows extreme instability (including revenue dropping to zero and volatile profitability), and cash flow remains negative with poor earnings quality. The main offset is a materially improved 2025 balance sheet with positive equity and zero reported debt, but the sharp year-over-year swing reduces confidence in durability.
Income Statement
18
Very Negative
Balance Sheet
62
Positive
Cash Flow
21
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2020Dec 2019
Income Statement
Total Revenue3.20M0.001.23M1.00M102.30M141.62M
Gross Profit-534.00K0.00-7.27M268.00K102.30M141.62M
EBITDA-123.27M6.01M-50.44M-33.66M20.67M65.95M
Net Income-148.85M6.01M-55.25M-36.46M342.00K27.12M
Balance Sheet
Total Assets206.98M263.15M49.19M62.41M1.02B594.76M
Cash, Cash Equivalents and Short-Term Investments183.87M703.60K37.57M51.03M141.66M136.02M
Total Debt2.19M0.0037.26M3.81M39.37M85.82M
Total Liabilities144.41M12.08M180.72M140.49M825.63M992.49M
Stockholders Equity62.57M251.07M-131.52M-78.07M196.37M214.96M
Cash Flow
Free Cash Flow-54.72M-1.33M-47.44M-36.54M-328.47M-760.07M
Operating Cash Flow-50.90M-1.33M-45.54M-31.70M59.99M62.42M
Investing Cash Flow-3.82M0.00-1.69M-4.87M117.15M-38.04M
Financing Cash Flow181.49M-75.00K33.94M-2.51M-166.76M-5.55M

Merlin 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%
43
Neutral
$362.45M-1.34242.80%-1499.25%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MRLN
Merlin
3.54
-6.87
-66.01%
TACH
Titan Acquisition Corp Class A
10.49
0.33
3.25%
WENN
Wen Acquisition Corp Class A
10.38
0.28
2.77%
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 17, 2026