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Neurogene Inc. (NGNE)
NASDAQ:NGNE
US Market
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Neurogene (NGNE) AI Stock Analysis

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NGNE

Neurogene

(NASDAQ:NGNE)

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Neutral 61 (OpenAI - 5.2)
Rating:61Neutral
Price Target:
$36.00
▲(3.15% Upside)
Action:Reiterated
Date:07/08/26
The score is mainly constrained by weak financial performance driven by ongoing large losses and heavy cash burn, despite a relatively strong, low-debt balance sheet. Technicals are supportive with clear upward trend and positive momentum. Valuation is limited by loss-making status and no dividend, while corporate events are a notable positive due to extended runway and encouraging program progress (tempered by dilution from the offering).
Positive Factors
Low leverage / strong balance sheet
A low debt-to-equity ratio and substantial equity provide durable financial flexibility for a pre-commercial biotech. This reduces solvency risk, supports multi-year R&D spending, and increases the company's ability to withstand trial timelines and costly regulatory processes without immediate refinancing pressure.
Negative Factors
High and growing cash burn
Deeply negative operating and free cash flow that has grown year-over-year reflects structural cash consumption to fund trials. Persistent burn increases dependency on external capital, raises dilution risk over time, and constrains optionality if clinical timelines slip or additional studies are needed.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage / strong balance sheet
A low debt-to-equity ratio and substantial equity provide durable financial flexibility for a pre-commercial biotech. This reduces solvency risk, supports multi-year R&D spending, and increases the company's ability to withstand trial timelines and costly regulatory processes without immediate refinancing pressure.
Read all positive factors

Neurogene (NGNE) vs. SPDR S&P 500 ETF (SPY)

Neurogene Business Overview & Revenue Model

Company Description
Neurogene Inc. is dedicated to engineering transformative genetic treatments for individuals and their families grappling with debilitating neurological conditions. Its current pipeline prominently features two key investigational therapies: NGN-4...
How the Company Makes Money
As a clinical-stage biotechnology company, Neurogene does not have publicly available, consistent evidence of recurring product sales; therefore, its revenue model is primarily tied to biotechnology financing and any collaboration-related income. ...

Neurogene Financial Statement Overview

Summary
Balance sheet strength (low leverage and substantial equity) supports flexibility, but this is offset by a pre-commercial income profile with widening net losses and materially negative operating/free cash flow (significant ongoing burn).
Income Statement
18
Very Negative
Balance Sheet
72
Positive
Cash Flow
30
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue0.000.00925.00K0.000.000.00
Gross Profit-38.25M-3.19M-2.32M-3.26M-3.20M-42.26M
EBITDA-95.45M-87.25M-71.89M-33.01M-51.99M-49.57M
Net Income-98.64M-90.35M-75.14M-36.32M-55.19M-50.52M
Balance Sheet
Total Assets263.14M288.60M335.73M222.57M109.27M101.49M
Cash, Cash Equivalents and Short-Term Investments243.18M269.01M312.40M197.16M82.02M70.54M
Total Debt9.13M9.89M12.43M16.25M4.69M6.43M
Total Liabilities25.36M23.72M25.36M36.55M10.64M193.36M
Stockholders Equity237.78M264.89M310.38M186.02M98.63M-91.88M
Cash Flow
Free Cash Flow-82.61M-78.36M-71.41M-51.74M-55.05M-64.77M
Operating Cash Flow-81.94M-77.17M-70.60M-51.42M-52.82M-46.40M
Investing Cash Flow106.01M14.00M-125.26M25.64M-2.23M-18.37M
Financing Cash Flow30.68M30.43M184.07M92.48M66.53M51.06M

Neurogene Technical Analysis

Technical Analysis Sentiment
Positive
Last Price34.90
Price Trends
50DMA
32.94
Positive
100DMA
29.02
Positive
200DMA
25.32
Positive
Market Momentum
MACD
0.26
Positive
RSI
54.28
Neutral
STOCH
84.40
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For NGNE, the sentiment is Positive. The current price of 34.9 is below the 20-day moving average (MA) of 35.69, above the 50-day MA of 32.94, and above the 200-day MA of 25.32, indicating a bullish trend. The MACD of 0.26 indicates Positive momentum. The RSI at 54.28 is Neutral, neither overbought nor oversold. The STOCH value of 84.40 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NGNE.

Neurogene Risk Analysis

Neurogene disclosed 88 risk factors in its most recent earnings report. Neurogene 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

Neurogene Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$655.40M-6.54-37.88%-100.00%-7.33%
58
Neutral
$495.49M-2.43-121.71%
52
Neutral
$376.13M-2.23-57.01%-28.75%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
49
Neutral
$1.15B-0.0487.31%-1004.74%
46
Neutral
$160.64M-1.58-108.05%59.42%
42
Neutral
$65.71M-1.19-2748.16%43.68%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NGNE
Neurogene
35.69
15.34
75.38%
SLN
Silence Therapeutics
11.95
6.86
134.77%
AVIR
Atea Pharmaceuticals
5.25
1.74
49.57%
ELTX
Elicio Therapeutics
3.19
-5.46
-63.12%
VOR
Vor Biopharma
23.67
-16.13
-40.53%
TNYA
Tenaya Therapeutics
0.73
0.04
6.61%

Neurogene Corporate Events

Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
Neurogene bolsters cash runway with equity offering
Positive
Jul 2, 2026
On June 30, 2026, Neurogene Inc. entered an underwriting agreement with Leerink Partners, Stifel Nicolaus, and Guggenheim Securities for a public offering of 3,500,000 shares at $30.00 each and pre-funded warrants for 666,666 shares at a near-equi...
Business Operations and StrategyProduct-Related Announcements
Neurogene reports promising long-term NGN-401 Rett data
Positive
Jun 29, 2026
On June 29, 2026, Neurogene reported updated long-term data from its Phase 1/2 trial of NGN-401 gene therapy in females with Rett syndrome, showing 47 developmental milestones gained across 10 participants, with a median two-month time to first im...
Business Operations and StrategyProduct-Related Announcements
Neurogene Completes Dosing in Embolden Rett Trial
Positive
Jun 8, 2026
On June 8, 2026, Neurogene announced that it had successfully completed dosing in its Embolden registrational trial of NGN-401 for Rett syndrome, exceeding its original enrollment target by treating 25 participants due to strong patient demand. Th...
Executive/Board ChangesShareholder Meetings
Neurogene Stockholders Vote on Directors and Executive Pay
Neutral
Jun 4, 2026
On June 3, 2026, Neurogene Inc. held its 2026 Annual Meeting of Stockholders, where a quorum of approximately 72.92% of eligible voting power was present in person or by proxy. Stockholders elected Class III directors Robert Baffi and Rohan Paleka...
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 08, 2026