EDIBLE GARDEN AG INC (EDBL)
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-04
$1.39-6.71%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-04
Intact: The reason to own it still holds.
Edible Garden AG secured $12.17M in promissory notes in 2026-Q2. Revenue is expected to grow from $15.7M in 2026 to $60.8M in 2027. The company is addressing Nasdaq listing compliance issues.
The company is loss-making with EPS of -$0.83 in 2026 and -$0.35 in 2027. Recent capital raises dilute shareholders and the stock is down 92% from its high. Compliance and financial risks remain high.
The market is pricing in a distressed turnaround with no clear recovery, reflected in a 92% drawdown and lack of valuation multiples. Our view sees potential upside if financing and compliance improve, but risks remain high.
Breaks if: No further financing secured or capital allocation worsens
Breaks if: Nasdaq delisting or failure to meet listing standards
Breaks if: revenue falls below $15.7M in FY26 or fails to grow toward $60.8M in FY27
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround situation with high volatility. The current thesis state reflects recent earnings misses and mixed management execution, creating uncertainty about future performance.
The market appears to price EDBL as relatively cheap compared to peers, but expectations are low. There is a gap in expectations, suggesting that investors are cautious about the company's recovery potential.
Fundamentals may continue to struggle in the near term, given the high probability of an earnings miss. Recent financial performance has been weak, and while there are some positive developments, the overall trajectory remains uncertain.
The future performance of EDBL hinges on the success of its commercialization efforts and the ability to expand retail partnerships. Additionally, the company's fate may be affected by the performance of sector bellwethers and broader economic conditions like inflation.
Over the next 1 to 3 years, EDBL faces significant challenges that could impact its recovery. Not investment advice.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. Edible Garden reported a 12.8% revenue increase. This growth is driven by strong sales in cut herbs and potted products. The company narrowed its net loss to $3.3 million. It also reduced SG&A expenses by 21.5%. The Prairie Hills facility is fully pre-sold and on track for production.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.