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Pre-market 25 Feb: 4DS.AX 4DS Memory ASX A$0.012, -7.69% earnings: runway key

AU Stocks
5 mins read

4DS.AX stock fell to A$0.012 in pre-market trade on 25 Feb 2026 after the company released its earnings update on 24 Feb 2026. The market reaction pushed a one-day decline of -7.69% on heavy activity, with volume hitting 40,054,632 versus an average of 4,914,582 shares. Investors are parsing the loss-making result (EPS -0.01) and the company’s cash profile as the key drivers for short-term price moves.

Earnings snapshot: 4DS.AX stock reaction

4DS Memory Limited reported an earnings update that kept EPS at -0.01, and the stock moved immediately, trading between A$0.011 and A$0.015 on the session day. The official earnings announcement date recorded was 24 Feb 2026, and the market treated the release as mixed given ongoing R&D spend and no revenue growth per share. The share move shows the market is sensitive to near-term cash visibility rather than product milestones alone.

Valuation and financial metrics for 4DS.AX stock

At A$0.012, 4DS.AX carries a market capitalisation of A$24,730,785 with 2,060,898,718 shares outstanding. Key ratios include a trailing PE of -1.20, price-to-book 2.95, and cash per share A$0.00512. The company shows a strong current ratio of 5.92, low debt-to-equity 0.01, and negative operating cash flow per share -0.00390, highlighting chronic developmental spending.

Operational outlook and risks for 4DS.AX stock

4DS Memory focuses on ReRAM interface switching technology and retains collaboration links with imec, which supports long-term technical validation. The operational risk is liquidity and scale: R&D expense growth was listed at +119.61% year‑on‑year (FY 2025), while revenue per share remains 0.00, meaning continued capital needs if commercial milestones are delayed.

Technicals and market activity around 4DS.AX stock

Technically the stock sits below its 200-day average (A$0.02013) but above its 50-day average (A$0.01073). Momentum indicators show RSI 66.86 and ADX 52.21 suggesting a strong short-term trend. Volatility is visible in on‑exchange trading: intraday range this session was A$0.011–A$0.015, and on‑book volume spiked to 40,054,632 shares, nearly eight times the average daily volume.

Meyka grade and model forecast for 4DS.AX stock

Meyka AI rates 4DS.AX with a score out of 100: the stock scores 62.21 and is graded B (HOLD). This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Meyka AI’s forecast model projects a short-term monthly level of A$0.01, reflecting model caution given weak revenue and persistent R&D burn. Forecasts are model-based projections and not guarantees.

Analyst-style price targets and investor considerations for 4DS.AX stock

Given the balance of technical support and development-stage risks, a conservative model-based price target range is A$0.008 (bear) to A$0.020 (base case) with a long-tail upside to the prior high of A$0.075 if product commercialisation accelerates. Key considerations for investors include cash runway, dilution risk, and successful imec collaboration milestones.

Final Thoughts

Key takeaways on 4DS.AX stock are straightforward: the market reacted to the 24 Feb 2026 earnings release by pricing near-term funding uncertainty into the share at A$0.012, a -7.69% pre-market move. Financials show high current liquidity ratios but negative operating cash flows and ongoing R&D growth, which creates a funding need if commercial revenues do not ramp. Meyka AI’s forecast model projects A$0.01 (monthly), which implies an approximate -16.67% downside vs the current A$0.012 share price; model-based scenarios yield a base-case target of A$0.020 (implied upside +66.67%) and a conservative downside target A$0.008. These projections are model-based and not guarantees. Investors should watch cash runway, any planned capital raises, and technical breakpoints around A$0.010–A$0.020. Meyka AI, an AI-powered market analysis platform, flags liquidity and execution as the primary catalysts that will determine whether 4DS Memory moves toward the upside targets or requires capital restructuring.

FAQs

What drove the recent move in 4DS.AX stock?

The stock fell pre-market after the 24 Feb 2026 earnings update, driven by EPS -0.01, continued R&D spending and a focus on cash runway. Trading volume spiked to 40,054,632 shares, signalling heightened investor attention.

What is Meyka AI’s view and grade for 4DS.AX stock?

Meyka AI rates 4DS.AX 62.21/100 (B, HOLD), factoring sector comparison, growth metrics and forecasts. The grade highlights developmental progress but flags liquidity and profitability risks.

What are realistic price targets for 4DS.AX stock?

Model scenarios give a base-case target of A$0.020, a downside target A$0.008, and Meyka AI’s monthly projection A$0.01. Targets depend on cash runway and commercial milestones; forecasts are not guarantees.

Should investors expect dilution from 4DS.AX stock?

Dilution is a material risk given negative operating cash flow per share -0.00390 and ongoing R&D growth. Watch company announcements on capital raises and the cash balance per share A$0.00512 for signs of funding needs.

Disclaimer:

Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.

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