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Tenaya Therapeutics, Inc. (TNYA) Fundamental Analysis & AI Grade 2026

TNYA Nasdaq Biological Products, (No Diagnostic Substances) DE CIK: 0001858848
Update Pending • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
72% Confidence
N/A
C
72% Conf
Pending
Analysis scheduled

📊 TNYA Key Takeaways

Revenue: $225.0K
Net Margin: -8,565.3%
Free Cash Flow: $-19.2M
Current Ratio: 5.75x
Debt/Equity: 0.00x
EPS: $-0.09
AI Grade: C with 72% confidence
Tenaya Therapeutics, Inc. (TNYA) receives a C fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $225.0K, net profit margin of -8,565.3%, and return on equity (ROE) of -18.1%, Tenaya Therapeutics, Inc. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete TNYA stock analysis for 2026.

Is Tenaya Therapeutics, Inc. (TNYA) a Good Investment?

Claude

Tenaya Therapeutics is a pre-revenue biotech company with strong balance sheet fundamentals (5.75x liquidity, minimal debt, $80.9M cash) but burning $19.2M annually with only $225K in revenue. While net losses are improving 55% YoY, the company remains entirely dependent on successful drug development and lacks commercial traction or visible profitability path.

Tenaya Therapeutics, Inc. Key Strengths (TNYA)

Claude
  • + Excellent liquidity position with 5.75x current ratio and $80.9M cash reserves
  • + Conservative balance sheet with zero long-term debt and strong stockholders equity of $106.2M
  • + Significant operational improvement with 55% YoY net loss reduction showing positive momentum

TNYA Stock Risks: Tenaya Therapeutics, Inc. Investment Risks

Claude
  • ! Severe cash burn rate of $19.2M annually depletes $80.9M cash position in ~4 years without revenue generation or capital raise
  • ! Pre-revenue company with only $225K revenue indicating no commercial traction or market validation
  • ! Biotech execution risk: pipeline success is entirely dependent on clinical trial outcomes and regulatory approval with no revenue visibility

Key Metrics to Watch

Claude
  • * Cash runway and burn rate trend relative to clinical development milestones
  • * Clinical trial progression and any partnership or licensing agreements
  • * Revenue ramp and path to positive operating cash flow

Tenaya Therapeutics, Inc. (TNYA) Financial Metrics & Key Ratios

Revenue
$225.0K
Net Income
$-19.3M
EPS (Diluted)
$-0.09
Free Cash Flow
$-19.2M
Total Assets
$135.1M
Cash Position
$80.9M

💡 AI Analyst Insight

Strong liquidity with a 5.75x current ratio provides a solid financial cushion.

TNYA Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -8,917.8%
Net Margin -8,565.3%
ROE -18.1%
ROA -14.3%
FCF Margin -8,553.3%

TNYA vs Healthcare Sector: How Tenaya Therapeutics, Inc. Compares

How Tenaya Therapeutics, Inc. compares to Healthcare sector averages

Net Margin
TNYA -8,565.3%
vs
Sector Avg 12.0%
TNYA Sector
ROE
TNYA -18.1%
vs
Sector Avg 15.0%
TNYA Sector
Current Ratio
TNYA 5.8x
vs
Sector Avg 2.0x
TNYA Sector
Debt/Equity
TNYA 0.0x
vs
Sector Avg 0.6x
TNYA Sector

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

Is Tenaya Therapeutics, Inc. Stock Overvalued? TNYA Valuation Analysis 2026

Based on fundamental analysis, Tenaya Therapeutics, Inc. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-18.1%
Sector avg: 15%
Net Profit Margin
-8,565.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

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.

Tenaya Therapeutics, Inc. Balance Sheet: TNYA Debt, Cash & Liquidity

Current Ratio
5.75x
Quick Ratio
5.75x
Debt/Equity
0.00x
Debt/Assets
21.4%
Interest Coverage
N/A
Long-term Debt
N/A

TNYA Revenue & Earnings Growth: 5-Year Financial Trend

TNYA 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Tenaya Therapeutics, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-1.31 indicates the company is currently unprofitable.

TNYA 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
-8,553.3%
Free cash flow / Revenue

TNYA Quarterly Earnings & Performance

Quarterly financial performance data for Tenaya Therapeutics, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 N/A -$19.3M $-0.09

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

Tenaya Therapeutics, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$19.2M
Cash generated from operations
Stock Buybacks
$13.0K
Shares repurchased (TTM)
Capital Expenditures
$11.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Tenaya Therapeutics, Inc. (CIK: 0001858848)

📋 Recent SEC Filings

Date Form Document Action
May 29, 2026 4 xslF345X06/ownership.xml View →
May 29, 2026 4 xslF345X06/ownership.xml View →
May 29, 2026 4 xslF345X06/ownership.xml View →
May 29, 2026 4 xslF345X06/ownership.xml View →
May 29, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about TNYA

What is the AI rating for TNYA?

Tenaya Therapeutics, Inc. (TNYA) has an AI grade of C with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TNYA's key strengths?

Claude: Excellent liquidity position with 5.75x current ratio and $80.9M cash reserves. Conservative balance sheet with zero long-term debt and strong stockholders equity of $106.2M.

What are the risks of investing in TNYA?

Claude: Severe cash burn rate of $19.2M annually depletes $80.9M cash position in ~4 years without revenue generation or capital raise. Pre-revenue company with only $225K revenue indicating no commercial traction or market validation.

What is TNYA's revenue and growth?

Tenaya Therapeutics, Inc. reported revenue of $225.0K.

Does TNYA pay dividends?

Tenaya Therapeutics, Inc. does not currently pay dividends.

Where can I find TNYA SEC filings?

Official SEC filings for Tenaya Therapeutics, Inc. (CIK: 0001858848) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TNYA's EPS?

Tenaya Therapeutics, Inc. has a diluted EPS of $-0.09.

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 TNYA's fundamental grade?

Based on our AI fundamental analysis in June 2026, Tenaya Therapeutics, Inc. has a C grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is TNYA stock overvalued or undervalued?

Valuation metrics for TNYA: ROE of -18.1% (sector avg: 15%), net margin of -8,565.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is TNYA's AI grade for 2026?

Our dual AI analysis gives Tenaya Therapeutics, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TNYA's free cash flow?

Tenaya Therapeutics, Inc.'s operating cash flow is $-19.2M, with capital expenditures of $11.0K. FCF margin is -8,553.3%.

How does TNYA compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -8,565.3% (avg: 12%), ROE -18.1% (avg: 15%), current ratio 5.75 (avg: 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 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI