Despite near-term catalysts and partner-driven clinical advances supporting growth and making Dyadic’s valuation attractive relative to peers, the consensus analyst price target has been revised downward from $9.00 to $7.00.
Analyst Commentary
- Commercialization of Dyadic's portfolio presents multiple near-term catalysts for growth.
- Advancements by partners in clinical research using Dyadic's proprietary platforms could drive substantial gains.
- Current valuation, with shares trading at 2.7x EV to FY26 sales, represents a discount to peers.
- Attractive entry point for investors based on relative valuation.
- Bullish analysts cite the combination of catalysts and partnerships as key supports for upside potential.
What's in the News
- Dyadic International received Nasdaq deficiency notices for failing to meet the $1 minimum bid price and $35 million market value of listed securities requirements; the company has until December 20, 2025, and January 13, 2026, respectively, to regain compliance or face potential delisting.
- Dyadic completed a follow-on equity offering, raising $5.75 million from the sale of 6,052,000 shares at $0.95 per share.
- An additional follow-on equity offering has been filed.
- A 91-day lock-up period from July 30, 2025, to October 29, 2025, applies to restricted stock units, options, and over 30 million common shares, restricting sales by directors, executive officers, and major shareholders.
Valuation Changes
Summary of Valuation Changes for Dyadic International
- The Consensus Analyst Price Target has significantly fallen from $9.00 to $7.00.
- The Consensus Revenue Growth forecasts for Dyadic International has significantly risen from 22.3% per annum to 91.2% per annum.
- The Future P/E for Dyadic International has significantly fallen from 397.55x to 91.94x.
Disclaimer
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