TickerTalks
Browse all tickers →
TickerTalks›$DYAI
DYDYAI

Dyadic International, Inc.

$DYAI·$43M·Biotechnology·Healthcare
$1.06-6.2%YTD+15.4%1Y+1.8%
Mentions · last 7 days
2026-07-20: 4 posts2026-07-21: 24 posts2026-07-22: 8 posts2026-07-23: 2 posts2026-07-24: 4 posts2026-07-25: 2 posts2026-07-26: 3 posts470%
Price updated 6m ago·X counts updated 2d ago
DYDYAI
$DYAIDyadic International, Inc.
$1.06-6.19%47 posts0%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DYAI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellStalledAI verdict · as of 2026-07-28

The move has stalled — likely just drifts unless something new shows up.

Dyadic International micro-cap at $1.13 — protein-expression platform with 507% Q1 growth off a tiny base.

Dyadic International is a small-cap protein-expression platform company (C1 fungal-expression technology for producing biologics at lower cost than mammalian cells). The stock is up 15% YTD at $1.13 with a $43M market cap — small-cap biotech with meaningful technology optionality but slow commercial progress.

  • The financial mechanics reflect a very early stage: Q1 revenue of $1.1M (up 507% YoY off tiny base) with EPS of -$0.05 and operating margin of -238% — this is a licensing-based platform company where revenue can lump around specific customer milestones.
  • The C1 fungal-expression platform is a legitimate technology thesis: producing biologics using fungal expression rather than mammalian CHO cells can dramatically reduce manufacturing cost, and multiple pharma partners have licensed the technology — but converting from research collaborations to commercial-scale royalties has been the multi-year challenge.
  • The insider selling by the Francisco Trust is worth naming: two small sales totaling $75K on July 24 by a long-standing family trust — small dollar amounts but the concurrency of two trades on the same day deserves noting for a $43M market-cap name.
  • The absence of meaningful sentiment reflects the illiquid character: Dyadic doesn't have retail-trader interest, and analyst coverage is thin — this is a name where the operating trajectory has to actually inflect for the equity to reprice meaningfully.

The August 12 Q2 print is the near-term catalyst — commentary on partner-project milestones, any specific commercial-royalty timing, and the Vaccinex development program matter more than the loss number. What would break the setup: a partner-project cancellation or a cash-runway concern, since the current $43M market cap already implies significant execution skepticism.

What to watch: The Aug 12 Q2 print — commentary on partner-project milestones, any specific commercial-royalty timing, and the Vaccinex development program matter more than the loss. What would break the setup: a partner-project cancellation or a cash-runway concern, since the $43M market cap already implies significant execution skepticism.

On the calendar: 2026-08-12 — Q2 2026 earnings

sentiment missing

Read the AI verdict + X sentiment for $DYAI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Biotech platform licensing C1 fungal expression technology to accelerate and reduce cost of biologic and vaccine production.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $DYAI.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.0%YTD
+40.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-153%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-238%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-10.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
18.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-10.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-12.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 13, 2026$-0.05$-0.04-25.0%
Q4 2025Mar 25, 2026$-0.06$-0.03-100.0%
Q3 2025Nov 12, 2025$-0.06$-0.04-50.0%
Q2 2025Aug 13, 2025$-0.06$-0.060.0%
Next earningsWed, Aug 12·consensus EPS $-0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.1M+506.7%28.7%-172%$-0.05$-2.0M
Q4 FY25$236K-71.2%-63.2%-647%$-0.04$-1.8M
Q3 FY25$1.2M-40.5%78.1%-165%$-0.06$-1.9M
Q2 FY25$463K+20.1%-32.4%-373%$-0.06$-130K

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.8M$5.1M – $8.5M-$0.10-$0.13 – -$0.072
FY27$13.1M$9.9M – $16.2M$0.04$0.03 – $0.062
FY28$11.0M$8.3M – $13.6M-$0.01-$0.01 – -$0.012
FY29$19.7M$14.9M – $24.5M$0.24$0.16 – $0.311

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.50%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+26.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 27.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.155-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 24Francisco Trust Under Agreement Dated February 28, 199610% owner2.6K sh$3KSellJul 23Francisco Trust Under Agreement Dated February 28, 199610% owner54.8K sh$71KSellJul 22Francisco Trust Under Agreement Dated February 28, 199610% owner38.0K sh$50K

See when $DYAI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

Dyadic International, Inc. held its 2026 Annual Meeting on June 18, 2026, with shareholders voting to: (1) re-elect Dr. Seth Herbst as a Class I director (18.1 million for vs 1.2 million withheld); (2) authorize the board to effect a reverse stock split by a ratio to be determined (25.4 million for vs 3.7 million against); (3) ratify Crowe LLP as auditor; and (4) approve executive compensation in an advisory vote. The reverse stock split authorization is directly connected to the company's simultaneous Nasdaq compliance crisis (minimum bid price deficiency) — shareholders have given management the tool to attempt to regain compliance, though its use and ratio remain at board discretion.

8-KListing / delisting noticeJun 188-K — Item 3.01: Listing / delisting notice
AI summary

Dyadic International, Inc. received a formal Nasdaq delisting notification on June 18, 2026, citing failure to meet the minimum $1.00 bid price rule after the 180-day cure period (expired June 17, 2026) and failure to qualify for an additional 180-day extension due to insufficient shareholders' equity (below $5 million). The company also separately fails Nasdaq Continued Listing Standards (no path via shareholders' equity, market cap, or net income), compounding the delisting risk. With two independent compliance failures now driving formal delisting proceedings, the company's primary remaining lever is the shareholder-approved reverse stock split — a high-severity event that puts the Nasdaq listing itself at risk.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD
AI summary

Dyadic International, Inc. issued a press release on June 15, 2026 highlighting accelerated commercial interest in its C1 biomanufacturing platform amid Ebola preparedness activities and growing adoption by commercial partners. No specific financial details, contract values, or named partners are disclosed. Filed as a Regulation FD disclosure. This positions the C1 platform in the biodefense space alongside the company's existing biotech partnerships, though it is a marketing-oriented release rather than a material business development announcement.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD
AI summary

Dyadic International, Inc. and Scripps Research announced a collaboration on May 28, 2026 to develop rapid-response Hantavirus antibody and vaccine candidates, leveraging Dyadic's C1 biomanufacturing platform and building on prior joint work with Andes, Marburg, and Ebola virus programs for fast, scalable biologic production. No financial terms are disclosed. Filed as a Regulation FD disclosure. This collaboration adds meaningful biodefense pipeline optionality for Dyadic's C1 platform even as the company faces its ongoing Nasdaq compliance crisis — a positive development for longer-term platform credibility despite near-term listing uncertainty.

8-KListing / delisting noticeMar 308-K — Item 3.01: Listing / delisting notice
8-KMaterial agreementMar 68-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Mar 6424B5
+ 13 other (4 13Gs · 2 proxys · 2 earnings 8-Ks · 2 10-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Dyadic Announces Continued Listing on the Nasdaq Capital Marketglobenewswire.com·5d agoDyadic Expands Bio industrial Pipeline with New Proprietary Industrial Enzyme Programglobenewswire.com·13d agoGlobal Collaborations Continue to Validate Dyadic's C1 Platform and Expands Commercial Potentialglobenewswire.com·22d agoDyadic Expands IP Protection and Business Development Activities in Japanglobenewswire.com·30d agoAn Interview with the President & COO: How Dyadic is Commercializing Its Protein Platform Across Multi-Billion-Dollar Marketsnewsfilecorp.com·37d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AURA$SLS$MRNA$ABVX$CAPR$ALLO$IBRX$ARWR
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport