Cibus, Inc. Class A (CBUS)

Over the past six months, Cibus reported a Q3 2025 earnings miss, leading to a stock drop. The company announced a proposed public offering of Class A common stock. A Cibus director purchased shares in the public offering. Cibus announced a reduction in force as part of a streamlined business focus. The EU Parliament voted in favor of new laws that would differentiate gene-editing technology from GMO technology.

The agricultural industry, in which Cibus, Inc. operates, is highly seasonal, leading to fluctuations in sales and operating results. Sales are dependent on growing and harvesting seasons, which vary annually and geographically due to weather-related shifts. Climate change can further impact this seasonality, affecting crop quality, volume, cost, and demand, indirectly impacting Cibus through its licensees' sales and royalty payments.

Cibus, Inc. is an agricultural biotechnology company specializing in gene-edited plant traits to enhance farming productivity and produce renewable, low-carbon plant products. The company operates within the Healthcare sector, utilizing its Rapid Trait Development System (RTDS®) gene-editing technology. Cibus focuses on productivity traits for crops like Canola, Rice, Soybean, and Wheat, as well as sustainable ingredients like plant-based oils and bio-based fermentation products. Sulfonylurea-tolerant canola seeds are sold under the Falco brand name.

Cibus, Inc. is headquartered in San Diego, California, and aims for a global reach by licensing its traits to major seed companies worldwide. The company has collaborations and commercialization efforts in key rice-producing markets in Latin America and is working to bring its gene-editing technologies to India's rice seed industry.

Cibus, Inc. is recognized as a leading agricultural biotechnology company and a technology leader in developing and licensing advanced plant traits. The company emphasizes its proprietary seed precision breeding systems and its mission to create more resilient, sustainable, and vigorous crops that require fewer chemicals. Positive regulatory developments are seen as beneficial, while financial setbacks are generally reported as financial performance issues.

Cibus, Inc.'s ownership is distributed among retail, insider, and institutional investors. Retail investors hold the largest share at approximately 43%. Insiders own about 32.55%, with CEO Rory Riggs being the largest individual shareholder. Institutional investors hold approximately 9.32% of the company's stock.