Cabaletta Bio, Inc. (CABA) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Cabaletta Bio, Inc. (CABA) trades at $3.19 with AI Score 39/100 (Grade D). Cabaletta Bio, Inc. is a clinical-stage biotechnology company focused on developing engineered T cell therapies for B cell-mediated autoimmune diseases. Market cap: $520M, Sector: Healthcare.
Price as of Aug 21, 2026 · Last analyzed: May 9, 2026CABA stock analysis for 2026: Analysts have set a consensus price target of $13.13 for Cabaletta Bio, Inc., suggesting 311.4% upside from the current price of $3.19. The AI MoonshotScore is 39/100, indicating a bearish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
CABA: 2/3 scored disciplines lean bearish. Dominant signal: Growth Durability weak.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Cabaletta Bio, Inc. (CABA) Healthcare & Pipeline Overview
Cabaletta Bio, Inc. pioneers CAAR T-cell therapies targeting B cell-mediated autoimmune diseases, including mucosal pemphigus vulgaris and Hemophilia A. Their innovative approach selectively eliminates pathogenic B cells, differentiating them in the competitive biotechnology landscape focused on autoimmune disease treatment.
What Is the Investment Thesis for CABA?
Cabaletta Bio's investment thesis centers on its innovative CAAR T-cell technology and its potential to revolutionize the treatment of B cell-mediated autoimmune diseases. The company's lead candidate, DSG3-CAART, is in Phase 1 clinical trials, offering early-stage validation of the platform. Successful clinical trial outcomes and regulatory approvals could drive significant value. Key value drivers include the expansion of the CAAR T-cell platform to address additional autoimmune indications and strategic partnerships to accelerate development and commercialization. A potential risk factor is the inherent uncertainty in clinical trials and regulatory approval processes. The company's market capitalization is $0.33B as of 2026-05-09.
Based on FMP financials and quantitative analysis
CABA Key Highlights
Cabaletta Bio is pioneering CAAR T-cell therapy, a novel approach to treating B cell-mediated autoimmune diseases.
- DSG3-CAART, the lead product candidate, is currently in Phase I clinical trials for mucosal pemphigus vulgaris and Hemophilia A with Factor VIII alloantibodies.
- The company has a strategic collaboration with the University of Pennsylvania, enhancing its research and development capabilities.
- Cabaletta Bio's pipeline includes preclinical and discovery stage products targeting myasthenia gravis and additional pemphigus vulgaris subtypes.
- The company's market capitalization is $0.33B as of 2026-05-09.
Who Are CABA's Competitors?
CABA is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ADGI Adagio Therapeutics, Inc. | $4.64 | +0.87% | $506M | 71 |
| MDXG MiMedx Group, Inc. | $4.45 | +2.53% | $649M | 90 |
| CRMD CorMedix Inc. | $8.33 | -2.19% | $654M | 95 |
| ZVRA Zevra Therapeutics, Inc. | $11.89 | -1.98% | $703M | 93 |
| GNFTF Genfit S.A. | $16.50 | +3.45% | $827M | 73 |
| RIGL Rigel Pharmaceuticals, Inc. | $45.09 | -3.97% | $834M | 84 |
| TBPH Theravance Biopharma, Inc. | $16.99 | +0.24% | $881M | 95 |
| ALBO Albireo Pharma, Inc. | $44.15 | +0.00% | $916M | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CABA's Key Strengths?
Proprietary CAAR T-cell technology platform
- Focus on a specific subset of autoimmune diseases
- Strategic collaborations with leading academic institutions
- Experienced management team
What Are CABA's Weaknesses?
Early-stage clinical development
- Limited financial resources
- Dependence on a single technology platform
- High regulatory hurdles
What Could Drive CABA Stock Higher?
Data readout from Phase I clinical trial of DSG3-CAART for mucosal pemphigus vulgaris.
- Initiation of clinical trials for MuSK-CAART in myasthenia gravis.
- Continued development of FVIII-CAART for Hemophilia A.
- Expansion of CAAR T-cell platform to new autoimmune indications.
What Are the Key Risks for CABA?
Financial-distress signal — its Altman Z-Score of 1.61 sits in the distress zone (elevated bankruptcy risk).
- Weak fundamentals — a Piotroski F-Score of 2/9 flags soft profitability, leverage or efficiency.
- Clinical trial failures or delays.
- Regulatory hurdles and delays in approval processes.
- Competition from established pharmaceutical companies.
- Patent challenges and intellectual property disputes.
- Dependence on a single technology platform.
What Are the Growth Opportunities for CABA?
- Expansion of DSG3-CAART Clinical Trials: Cabaletta Bio has the opportunity to expand the clinical development of DSG3-CAART to additional indications beyond mucosal pemphigus vulgaris and Hemophilia A. This includes exploring its potential in other autoimmune blistering diseases and related conditions. Successful clinical trials in these new indications could significantly broaden the market opportunity for DSG3-CAART and increase its commercial potential. The timeline for this expansion is dependent on the progress of ongoing Phase I trials and regulatory approvals.
- Advancement of MuSK-CAART Program: The preclinical MuSK-CAART program represents a significant growth opportunity for Cabaletta Bio. Myasthenia gravis, the target of this program, is a serious autoimmune disease with a substantial patient population. Advancing MuSK-CAART into clinical trials and demonstrating its safety and efficacy could lead to a valuable new therapy for patients with myasthenia gravis. The timeline for this advancement is dependent on preclinical data and regulatory approvals for clinical trials.
- Development of FVIII-CAART for Hemophilia A: Cabaletta Bio's FVIII-CAART program targets a subset of patients with Hemophilia A who develop Factor VIII alloantibodies, a significant complication of treatment. Successful development of FVIII-CAART could provide a novel therapeutic option for these patients, improving their quality of life and reducing the burden of their disease. The timeline for this development is dependent on preclinical research and regulatory approvals.
- Expansion of CAAR T-Cell Platform: Cabaletta Bio can leverage its CAAR T-cell platform to develop therapies for additional B cell-mediated autoimmune diseases. This includes exploring new targets and indications beyond the current pipeline. The expansion of the platform could create a pipeline of novel therapies and establish Cabaletta Bio as a leader in CAAR T-cell technology. The timeline for this expansion is dependent on research and development efforts and regulatory approvals.
- Strategic Partnerships and Collaborations: Cabaletta Bio can pursue strategic partnerships and collaborations to accelerate the development and commercialization of its CAAR T-cell therapies. This includes partnering with pharmaceutical companies, academic institutions, and other biotechnology companies. These partnerships could provide access to additional resources, expertise, and funding, accelerating the progress of Cabaletta Bio's pipeline. The timeline for these partnerships is dependent on business development efforts and market opportunities.
What Are CABA's Competitive Advantages?
- Proprietary CAAR T-cell technology platform.
- Strong intellectual property protection for CAAR T-cell therapies.
- First-mover advantage in the development of CAAR T-cell therapies for autoimmune diseases.
- Strategic collaborations with leading academic institutions.
What Does CABA Do?
Cabaletta Bio, Inc., founded in 2017 and headquartered in Philadelphia, Pennsylvania, is a clinical-stage biotechnology company dedicated to discovering and developing engineered T cell therapies for patients suffering from B cell-mediated autoimmune diseases. The company's core technology revolves around chimeric autoantibody receptor (CAAR) T cells. These engineered cells are designed to selectively bind to and eliminate B cells responsible for producing disease-causing autoantibodies or pathogenic B cells. Cabaletta Bio's lead product candidate, DSG3-CAART, is currently in Phase I clinical trials for the treatment of mucosal pemphigus vulgaris, a debilitating autoimmune blistering skin disease. Additionally, DSG3-CAART is being investigated for Hemophilia A with Factor VIII alloantibodies. The company's pipeline also includes MuSK-CAART, a preclinical stage product targeting myasthenia gravis; FVIII-CAART, a discovery stage product for Hemophilia A; and DSG3/1-CAART, a discovery stage product for mucocutaneous pemphigus vulgaris. Cabaletta Bio collaborates with the University of Pennsylvania and has a research agreement with The Regents of the University of California, further strengthening its research and development capabilities. Formerly known as Tycho Therapeutics, Inc., the company rebranded as Cabaletta Bio, Inc. in August 2018, marking a pivotal step in its evolution towards becoming a leader in CAAR T-cell therapy.
What Products and Services Does CABA Offer?
- Develop engineered T cell therapies for autoimmune diseases.
- Utilize CAAR T-cell technology to target and eliminate pathogenic B cells.
- Conduct clinical trials to evaluate the safety and efficacy of CAAR T-cell therapies.
- Focus on B cell-mediated autoimmune diseases, such as mucosal pemphigus vulgaris and myasthenia gravis.
- Research and develop new CAAR T-cell therapies for additional autoimmune indications.
- Collaborate with academic institutions and other organizations to advance research and development efforts.
How Does CABA Make Money?
- Develop and commercialize CAAR T-cell therapies for autoimmune diseases.
- Generate revenue through sales of approved therapies.
- Establish partnerships and collaborations to accelerate development and commercialization.
- Receive funding through venture capital, public offerings, and grants.
What Industry Does CABA Operate In?
Cabaletta Bio operates within the rapidly evolving biotechnology industry, specifically targeting the autoimmune disease market. This market is characterized by a high unmet need for effective and targeted therapies. The competitive landscape includes companies developing traditional biologics, small molecules, and other cell-based therapies. Cabaletta Bio's CAAR T-cell technology offers a differentiated approach by selectively eliminating pathogenic B cells, potentially providing a more durable and targeted treatment option compared to existing therapies. The autoimmune disease market is projected to continue growing, driven by increasing prevalence and advancements in diagnostic capabilities.
Who Are CABA's Key Customers?
- Patients with B cell-mediated autoimmune diseases.
- Healthcare providers who treat autoimmune diseases.
- Hospitals and clinics that administer CAAR T-cell therapies.
- Pharmaceutical companies and other organizations that partner with Cabaletta Bio.
Forward Outlook
Wall Street analysts project Cabaletta Bio, Inc. revenue of about $2.5M for fiscal 2026, with EPS near $-1.37. The estimate reflects 6 contributing analysts.
CABA Valuation & Market Position
With a $520M market cap, Cabaletta Bio, Inc. sits in the small-cap segment of the market. Relative to its peer group, CABA's quantitative score of 39/100 is below the peer average of 84/100.
Key Financial Metrics
Its free cash flow yield is -29.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.95 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -51.7%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Cabaletta Bio, Inc.'s Piotroski F-Score is 2/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 1.61 places it in the distress zone, a signal of elevated financial risk.
Earnings Track Record
Cabaletta Bio, Inc. has beaten Wall Street's EPS estimate in 4 of its last 8 reported quarters — more hits than misses. Reported results have landed about 2.6% above estimates on average.
Company Profile
Cabaletta Bio, Inc. operates in the Biotechnology industry within the Healthcare sector. It is headquartered in Philadelphia, US. The company is led by CEO Steven A. Nichtberger. CABA has traded publicly since 2019.
CABA Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying signals confidence in Cabaletta's pipeline, suggesting strong belief in future growth.
- Community sentiment has shifted positively, driven by recent announcements around clinical trial progress and potential partnerships.
- Increased media coverage highlights Cabaletta's innovative approach to therapies, attracting more investor interest and enthusiasm.
- Positive feedback from recent investor presentations indicates a growing recognition of Cabaletta's potential in the biotech space.
Bear Case
- Concerns linger about the competitive landscape in the biotech sector, with several companies advancing similar therapies.
- Market perception remains cautious due to previous volatility in the biotech industry, leading to skepticism among investors.
- Recent social sentiment reveals some bearish views, particularly regarding the timeline for product development and regulatory hurdles.
- Insider selling activity in the past raises questions about long-term commitment from key stakeholders, impacting investor confidence.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CABA Latest News
No recent news available for CABA.
CABA Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CABA.
Price Targets
Consensus target: $13.13
CABA MoonshotScore
What does this score mean?
The MoonshotScore rates CABA 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Latest Cabaletta Bio, Inc. Analysis
Leadership: Steven A. Nichtberger
CEO
Steven A. Nichtberger serves as the CEO of Cabaletta Bio, bringing extensive experience in the biotechnology and pharmaceutical industries. His background includes leadership roles in various companies, where he focused on strategic development, clinical operations, and commercialization. He has a proven track record of driving innovation and growth in the healthcare sector. His expertise spans from early-stage drug development to late-stage commercialization, making him well-suited to lead Cabaletta Bio's efforts in bringing novel CAAR T-cell therapies to market.
Track Record: Under Steven A. Nichtberger's leadership, Cabaletta Bio has advanced its lead product candidate, DSG3-CAART, into Phase I clinical trials. He has also overseen the expansion of the company's pipeline to include additional CAAR T-cell therapies targeting other autoimmune diseases. His strategic decisions have focused on building a strong intellectual property portfolio and establishing collaborations with leading academic institutions to accelerate research and development efforts.
What Investors Ask About Cabaletta Bio, Inc. (CABA) — Healthcare
What does the AI Score mean for CABA?
CABA holds an AI Score of 39/100 (Grade: D). This is an educational research signal, not a buy or sell recommendation. Cabaletta Bio, Inc. is a clinical-stage biotechnology company focused on developing engineered T cell therapies for B cell-mediated autoimmune diseases. Their CAAR T-cell technology targets …
What does Cabaletta Bio, Inc. do?
Cabaletta Bio, Inc. is a clinical-stage biotechnology company focused on developing and commercializing engineered T cell therapies for patients with B cell-mediated autoimmune diseases. Their proprietary CAAR T-cell technology is designed to selectively target and eliminate B cells that produce disease-causing autoantibodies.
What do analysts say about CABA stock?
Analyst coverage of Cabaletta Bio (CABA) reflects a focus on the company's innovative CAAR T-cell technology and its potential to address unmet needs in the autoimmune disease market. Valuation metrics are influenced by the early-stage nature of the company's clinical programs and the inherent risks associated with biotechnology development.
What are the main risks for CABA?
Cabaletta Bio faces several key risks inherent to the biotechnology industry. These include the potential for clinical trial failures or delays, regulatory hurdles in obtaining approval for its CAAR T-cell therapies, and competition from established pharmaceutical companies developing alternative treatments for autoimmune diseases.
What are the key factors to evaluate for CABA?
Cabaletta Bio, Inc. (CABA) holds an AI score of 39/100 (low). Analysts target $13.13 (+311%). Cabaletta Bio's investment thesis centers on its innovative CAAR T-cell technology and its potential to revolutionize the treatment of B cell-mediated autoimmune diseases. Not financial advice.
How frequently does CABA data refresh on this page?
CABA's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CABA's recent stock price performance?
Cabaletta Bio, Inc. (CABA) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Proprietary CAAR T-cell technology platform. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CABA overvalued or undervalued right now?
Cabaletta Bio, Inc. (CABA) is loss-making, so its trailing P/E is negative (-2.1x) and not usable for valuation — lean on price-to-sales and cash flow in the Financials tab. Analysts target $13.13 (+311%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research CABA before investing?
Before investing in Cabaletta Bio, Inc. (CABA), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Clinical trial outcomes are inherently uncertain.