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Company

NovaBay Pharmaceuticals, Inc.

Ticker
NBY
Sector
Industry
Report date
August 2, 2026
Valye AI Score

67

High visibility
Recent developments
Recent developments summary

Recent news coverage provides sector and market context relevant to biotech and technology industries but lacks direct company-specific updates for NovaBay Pharmaceuticals.

Recent developments:
  • Recent business news includes broader biotech sector developments and market conditions but does not provide direct updates on NovaBay Pharmaceuticals' operations or financials [N4].
  • No recent company-specific news or announcements were identified in the latest business news feed, limiting visibility into current strategic or operational milestones [N4].
  • The latest SEC filings include a 10-K/A annual report filed on April 29, 2026, and a 10-Q quarterly report filed on July 30, 2026, which provide the most recent financial disclosures [S1][S2].
Overview

NovaBay Pharmaceuticals, Inc. is a publicly traded company identified by ticker NBY. The company has disclosed detailed liquidity and financial position data as of June 30, 2026, through its latest SEC filings. The company reported a significant net loss for the quarter ending June 30, 2026, with negative earnings per share. Liquidity ratios indicate a strong cash position relative to current liabilities. Revenue data is sparse and outdated, with no recent figures disclosed in the latest filings. Risk factors are referenced from prior annual reports but are not detailed in the latest quarterly filing. Recent news coverage provides broader biotech and market context but lacks direct company-specific developments.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.

Scenarios for NBY

Bull case model:

The company's strong liquidity ratios as of mid-2026 suggest it has sufficient cash resources to support its operations and potential development activities. The biotech sector context in recent news indicates ongoing interest and activity in related companies, which could be relevant to NovaBay's strategic positioning. The company's ability to manage its net losses and leverage its cash position could be a positive factor for operational continuity.

Bear case model:

The significant net loss reported for the quarter ending June 30, 2026, and negative earnings per share highlight ongoing financial challenges. The lack of recent revenue data and limited disclosure on product development or commercialization activities reduce visibility into the company's business model sustainability. Risk factors are referenced but not detailed, which limits assessment of potential operational or market risks. The absence of direct recent company-specific news may indicate limited public developments or market engagement.

Moat:

The available information does not provide explicit details on NovaBay Pharmaceuticals' competitive advantages or intellectual property portfolio. The company's strong liquidity position may support ongoing operations and development efforts, but visibility into its product pipeline, market position, or proprietary technology is limited based on the current disclosures.

Risks overview
Risks summary
The primary risks relate to ongoing financial losses, limited recent revenue disclosure, and lack of detailed current risk factor information, which constrain visibility into the company's operational and financial sustainability.
Risks details:

• Financial Losses: The company reported a net loss of $41,070,000 for Q2 2026, indicating ongoing financial challenges.
• Limited Revenue Disclosure: Recent revenue figures are not disclosed, with the last reported revenue being $46,000 in Q1 2015, limiting visibility into current business performance.
• Risk Factor Disclosure: Risk factors are referenced from the 2025 Annual Report but are not detailed in the latest quarterly filing, limiting current risk assessment.
• Operational Visibility: There is limited public information on the company's product pipeline, commercialization efforts, or strategic initiatives.

FINAL FORECAST FOR NBY

Final take one line
NovaBay Pharmaceuticals shows strong liquidity but ongoing net losses and limited recent revenue disclosure constrain visibility into its business model and operational progress.
Final take 12 to 24 month view

Business trends: The company operates in the biotech sector with ongoing financial losses and limited recent revenue disclosure, reflecting challenges in commercializing products or scaling revenue.
Execution milestones: Latest SEC filings provide updated financial data; however, there is limited public information on product development or strategic initiatives.
Key risks: Continued net losses, lack of recent revenue growth, and limited disclosure on risk factors and operational progress reduce clarity on business sustainability.

Valye AI Visibility Research Score

High visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

67
LLM visibility overview
LLM Visibility known facts
  • NovaBay Pharmaceuticals, Inc. is a publicly traded company with ticker NBY.
  • As of June 30, 2026, the company reported cash and cash equivalents of $6,968,000 and current assets of $8,095,000.
  • Current liabilities as of June 30, 2026, were $270,000, resulting in a very strong current ratio of 29.98 and a cash ratio of 25.81, indicating strong liquidity.
  • The company reported a net loss of $41,070,000 for the quarter ending June 30, 2026, with basic and diluted earnings per share of -$1.32.
  • Revenue data is limited, with a historical figure of $46,000 reported for Q1 2015; no recent revenue figures are disclosed in the latest filings.
  • Risk factors are referenced from the 2025 Annual Report as amended, but specific details are not included in the latest quarterly filing.
  • Recent business news includes industry context such as biotech sector developments and broader market conditions, but no direct company-specific news was identified in the recent news business feed.
  • The latest SEC filings include a 10-K/A annual report filed on April 29, 2026, and a 10-Q quarterly report filed on July 30, 2026.
  • Financial figures are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice.
Sources
Sources - Context summary

Generated 2026-08-02

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-04-29 | 10-K/A
  • S2 | 2026-07-30 | 10-Q
Sources - News headlines
  • N1 | 2026-08-02 | www.nasdaq.com | Jensen Huang Predicted Nvidia Would Collect $1 Trillion in Chip Sales Through 2027. Is Nvidia Still on Pace? | https://www.nasdaq.com/articles/jensen-huang-predicted-nvidia-would-collect-1-trillion-chip-sales-through-2027-nvidia
  • N2 | 2026-08-02 | www.nasdaq.com | Blue Owl's BDC Already Cut Its Base Dividend to $0.31. Here's What to Watch as the Rest Report. | https://www.nasdaq.com/articles/blue-owls-bdc-already-cut-its-base-dividend-031-heres-what-watch-rest-report
  • N3 | 2026-08-02 | www.nasdaq.com | Nvidia Has $500 Billion in AI Chip Bookings Covering 2025 and 2026, a Backlog Investors Can Track for Future Revenue | https://www.nasdaq.com/articles/nvidia-has-500-billion-ai-chip-bookings-covering-2025-and-2026-backlog-investors-can-track
  • N4 | 2026-08-02 | www.nasdaq.com | 5 Biotech Stocks That Delivered Big Gains - Key Catalysts Ahead For QURE, CDNA, ADPT, ELVN & AMLX | https://www.nasdaq.com/articles/5-biotech-stocks-delivered-big-gains-key-catalysts-ahead-qure-cdna-adpt-elvn-amlx
  • N5 | 2026-08-02 | www.nasdaq.com | Mark Zuckerberg Says He's Betting Big on AI Compute Even as Meta's Free Cash Flow Craters. Here's What Investors Should Watch. | https://www.nasdaq.com/articles/mark-zuckerberg-says-hes-betting-big-ai-compute-even-metas-free-cash-flow-craters-heres
  • N6 | 2026-05-16 | www.nasdaq.com | Stocks Settle Sharply Lower as Bond Yields Jump on Inflation Fears | https://www.nasdaq.com/articles/stocks-settle-sharply-lower-bond-yields-jump-inflation-fears
  • N7 | 2026-05-16 | www.nasdaq.com | Wheat Extends Losses at Midday | https://www.nasdaq.com/articles/wheat-extends-losses-midday
  • N8 | 2026-05-16 | www.nasdaq.com | Dollar Rallies as Inflation Risks Push Bond Yields Higher | https://www.nasdaq.com/articles/dollar-rallies-inflation-risks-push-bond-yields-higher
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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