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Sphere 3D Corp. (ANY) Fundamental Analysis & AI Grade 2026

ANY Nasdaq Finance Services CIK: 0001591956
Updated This Month • Analysis: May 16, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
90% Confidence
STRONG AGREEMENT
D
88% Conf
D
91% Conf

📊 ANY Key Takeaways

Revenue: $1.9M
Net Margin: -214.3%
Free Cash Flow: $-3.7M
Current Ratio: 3.90x
Debt/Equity: 0.00x
EPS: $-7.37
AI Grade: D with 88% confidence
Sphere 3D Corp. (ANY) receives a D fundamental grade with 90% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.9M, net profit margin of -214.3%, and return on equity (ROE) of -20.5%, Sphere 3D Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete ANY stock analysis for 2026.

Is Sphere 3D Corp. (ANY) a Good Investment?

Claude

Sphere 3D faces existential financial stress with collapsing revenue (-32.7% YoY), severe operational losses, and negative free cash flow of -$3.7M burning through a cash reserve of only $3.1M. The company's unprofitability and deteriorating operational metrics indicate a broken business model with limited financial runway.

ChatGPT

Sphere 3D's fundamentals are weak: revenue is declining sharply, operating losses are larger than revenue, and free cash flow is deeply negative. While the balance sheet is currently supported by high liquidity, net cash, and no long-term debt, the business is not demonstrating sustainable profitability or high-quality growth.

Sphere 3D Corp. Key Strengths (ANY)

Claude
  • + Strong current ratio of 3.90x provides near-term liquidity cushion
  • + No long-term debt eliminates debt service burden and refinancing risk
  • + Positive stockholders' equity of $20.0M provides some balance sheet support
ChatGPT
  • + Strong liquidity with a 6.28x current ratio and 5.86x quick ratio
  • + Debt-free balance sheet with no meaningful leverage
  • + High gross margin of 70.5%, indicating underlying revenue can carry attractive unit economics before overhead

ANY Stock Risks: Sphere 3D Corp. Investment Risks

Claude
  • ! Revenue collapse of -32.7% YoY indicates severe business deterioration and loss of market demand
  • ! Negative operating cash flow of -$3.7M with only $3.1M cash implies insolvency within approximately 12 months without intervention
  • ! Operating margin of -215.6% demonstrates unprofitable operations with structural cost problems exceeding revenue generation
  • ! Suspicious gross margin of 311% suggests potential data quality issues or accounting irregularities undermining financial statement credibility
ChatGPT
  • ! Revenue fell 24.2% year over year, signaling deterioration in demand or business scale
  • ! Operating margin of -140.1% and net margin of -134.4% show severe cost imbalance and lack of earnings power
  • ! Operating cash flow of -$13.39M and free cash flow of -$16.89M indicate ongoing cash burn that could pressure capital resources

Key Metrics to Watch

Claude
  • * Quarterly revenue trajectory and customer retention rates
  • * Operating cash flow burn rate and cash position runway
  • * Cost structure rationalization and path to operating profitability
ChatGPT
  • * Revenue growth stabilization and improvement in operating margin
  • * Operating cash flow and free cash flow burn relative to cash balance

Sphere 3D Corp. (ANY) Financial Metrics & Key Ratios

Revenue
$1.9M
Net Income
$-4.1M
EPS (Diluted)
$-7.37
Free Cash Flow
$-3.7M
Total Assets
$21.7M
Cash Position
$3.1M

💡 AI Analyst Insight

Strong liquidity with a 3.90x current ratio provides a solid financial cushion.

ANY Profit Margin, ROE & Profitability Analysis

Gross Margin 311.2%
Operating Margin -215.6%
Net Margin -214.3%
ROE -20.5%
ROA -18.9%
FCF Margin -194.1%

ANY vs Finance Sector: How Sphere 3D Corp. Compares

How Sphere 3D Corp. compares to Finance sector averages

Net Margin
ANY -214.3%
vs
Sector Avg 25.0%
ANY Sector
ROE
ANY -20.5%
vs
Sector Avg 12.0%
ANY Sector
Current Ratio
ANY 3.9x
vs
Sector Avg 1.2x
ANY Sector
Debt/Equity
ANY 0.0x
vs
Sector Avg 2.0x
ANY Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Sphere 3D Corp. Stock Overvalued? ANY Valuation Analysis 2026

Based on fundamental analysis, Sphere 3D Corp. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
-20.5%
Sector avg: 12%
Net Profit Margin
-214.3%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Sphere 3D Corp. Balance Sheet: ANY Debt, Cash & Liquidity

Current Ratio
3.90x
Quick Ratio
3.51x
Debt/Equity
0.00x
Debt/Assets
24.6%
Interest Coverage
N/A
Long-term Debt
N/A

ANY Revenue & Earnings Growth: 5-Year Financial Trend

ANY 5-year financial data: Year 2019: Revenue $9.0M, Net Income -$26.2M, EPS N/A. Year 2022: Revenue $6.1M, Net Income -$17.3M, EPS $-0.58. Year 2023: Revenue $21.9M, Net Income N/A, EPS $-20.36. Year 2024: Revenue $21.9M, Net Income N/A, EPS $-1.93. Year 2025: Revenue $16.6M, Net Income -$9.5M, EPS $-4.78.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Sphere 3D Corp.'s revenue has grown significantly by 84% over the 5-year period, indicating strong business expansion. The most recent EPS of $-4.78 indicates the company is currently unprofitable.

ANY Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-194.1%
Free cash flow / Revenue

ANY Quarterly Earnings & Performance

Quarterly financial performance data for Sphere 3D Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.9M -$4.1M N/A
Q3 2025 $2.4M $104.0K $0.01
Q2 2025 $3.0M $1.7M $0.06
Q1 2025 $2.8M -$4.5M $-0.27
Q3 2024 $2.4M $104.0K $0.01
Q2 2024 $4.7M $2.1M $0.10
Q1 2024 $3.0M -$3.5M $-0.27
Q3 2023 $1.4M -$3.5M $-0.50

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Sphere 3D Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$3.7M
Cash generated from operations
Dividends
None
No dividend program

ANY SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Sphere 3D Corp. (CIK: 0001591956)

📋 Recent SEC Filings

Date Form Document Action
Jun 3, 2026 8-K form8k.htm View →
Jun 3, 2026 4 xslF345X06/form4.xml View →
Jun 3, 2026 4 xslF345X06/form4.xml View →
Jun 2, 2026 4 xslF345X06/form4.xml View →
Jun 2, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about ANY

What is the AI rating for ANY?

Sphere 3D Corp. (ANY) has a Combined AI Grade of D from Claude (D) and ChatGPT (D) with 90% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ANY's key strengths?

Claude: Strong current ratio of 3.90x provides near-term liquidity cushion. No long-term debt eliminates debt service burden and refinancing risk. ChatGPT: Strong liquidity with a 6.28x current ratio and 5.86x quick ratio. Debt-free balance sheet with no meaningful leverage.

What are the risks of investing in ANY?

Claude: Revenue collapse of -32.7% YoY indicates severe business deterioration and loss of market demand. Negative operating cash flow of -$3.7M with only $3.1M cash implies insolvency within approximately 12 months without intervention. ChatGPT: Revenue fell 24.2% year over year, signaling deterioration in demand or business scale. Operating margin of -140.1% and net margin of -134.4% show severe cost imbalance and lack of earnings power.

What is ANY's revenue and growth?

Sphere 3D Corp. reported revenue of $1.9M.

Does ANY pay dividends?

Sphere 3D Corp. does not currently pay dividends.

Where can I find ANY SEC filings?

Official SEC filings for Sphere 3D Corp. (CIK: 0001591956) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ANY's EPS?

Sphere 3D Corp. has a diluted EPS of $-7.37.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is ANY's fundamental grade?

Based on our AI fundamental analysis in June 2026, Sphere 3D Corp. has a D grade with 90% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ANY stock overvalued or undervalued?

Valuation metrics for ANY: ROE of -20.5% (sector avg: 12%), net margin of -214.3% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is ANY's AI grade for 2026?

Our dual AI analysis gives Sphere 3D Corp. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ANY's free cash flow?

Sphere 3D Corp.'s operating cash flow is $-3.7M, with capital expenditures of $0.0. FCF margin is -194.1%.

How does ANY compare to other Finance stocks?

Vs Finance sector averages: Net margin -214.3% (avg: 25%), ROE -20.5% (avg: 12%), current ratio 3.90 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 16, 2026 | Data as of: 2026-03-31 | Powered by Claude AI