CLDI Calidi Biotherapeutics, Inc.

XASE
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CLDI — —
Key stats
About
Industry (SIC)
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES) (2836) · industry map
Exchange
XASE
Market Cap
$0.0B
Employees
29
List Date
2023-09-13
CIK
0001855485
Next Earnings
2026-11-12
Headquarters
San Diego, CA
Homepage
https://www.calidibio.com

Calidi Biotherapeutics Inc is a biotechnology company pioneering the development of targeted therapies with the potential to deliver genetic medicines to distal sites of disease. The company's proprietary RedTail platform features an engineered enveloped oncolytic virus designed for systemic delivery and targeting of metastatic sites. Its technology is intended to shield the virus from immune clearance, allowing virotherapy to effectively reach tumor sites, induce tumor lysis, and deliver potent genetic medicine(s) to metastatic locations. Its product candidates include The RedTail for Metasta…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'23'24'25'26Avg
Jan---44.44%-35.75%-13.56%-31.25%
Feb---25.37%-16.24%-19.54%-20.38%
Mar---9.93%-23.48%-69.46%-34.29%
Apr---64.74%-13.39%-2.31%-26.81%
May---1.55%-27.40%-14.51%-14.49%
Jun---9.09%-33.53%-7.36%-16.66%
Jul---18.65%159.04%-35.13%35.09%
Aug---31.74%-76.71%-20.24%-42.90%
Sep-32.14%1.79%-7.88%-19.55%-14.45%
Oct-33.33%8.25%-5.52%-40.74%*-17.84%
Nov7.69%57.04%-1.31%--21.14%
Dec-31.05%-47.25%-20.95%---33.08%
Total-66.41%-94.03%-92.95%-95.95%-87.33%
* Only 4 year(s) of data available.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $0.91
SMA 50: $1.12
SMA 200: $4.87
Current: $0.64
EMA 12: $0.79
EMA 26: $0.93
MACD: -0.1430 | Signal: -0.0186
BEARISH
ADX (14): 48.40
STRONG TREND
+DI: 6.33
−DI: 38.81

Momentum Oscillators

RSI (14): 16.50
OVERSOLD
Stoch %K: 5.39
Stoch %D: 6.46
Williams %R: -95.35

Volume & Volatility

BB Upper: $1.21
BB Lower: $0.60
NEUTRAL
OBV: -16,409,543
Vol SMA 20: 49,586
Vol ROC: -22.69%
ATR: $0.08
True Range: $0.02
HV 20: 67.4%
HV 30: 82.9%
HV 60: 83.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-25T00:00:00 – 2026-10-26T00:00:00
AI Analysis

LLM Stock Analysis Report: CLDI

Executive Summary

Overall assessment: BEARISH (confidence level: 6/10)

Key drivers:

  • Technical indicators suggest a strong bearish momentum with MACD signal line below, RSI in neutral territory, and Bollinger Bands indicating oversold conditions.
  • Recent news headlines have been mixed, but the negative sentiment from the NYSE American disclosure has contributed to the bearish tone.

Primary risks:

  • High volatility, as indicated by beta and stock volatility metrics, which can exacerbate price movements.
  • Negative news sentiment and regulatory issues could further weigh on the stock.

Investment thesis: CLDI is trading in a downtrend, driven by negative market momentum. While there are some positive catalysts, such as recent conference presentations, they have been overshadowed by the bearish technical signals.

Recent news sentiment impact:

  • The NYSE American disclosure has had a significant negative impact on the stock, contributing to the bearish trend.
  • The positive news headlines from conference presentations and product launches have not been enough to counterbalance the negative sentiment.

Technical Analysis

Trend direction: BEARISH (short-term), NEUTRAL (medium-term)

Support/resistance levels:

  • Critical support level: $0.16 (Bollinger Band lower)
  • Resistance level: $0.24 (SMA 50 and Bollinger Band upper)

Momentum signals:

  • RSI: Neutral (35.64)
  • MACD signal line: Bearish (-0.03)
  • Bollinger Bands position: Oversold

Volume analysis:

  • Volume SMA 20: 9876691.50
  • On-Balance Volume (OBV): -101585483.18 (bearish)

News & Sentiment Analysis

Recent headlines summary:

  • Mixed news sentiment, with negative headlines from the NYSE American disclosure and more positive headlines from conference presentations.

Sentiment assessment: NEUTRAL with a slight lean towards NEGATIVE

Catalyst identification:

  • Upcoming earnings announcement may provide some clarity on the company's future prospects.
  • Regulatory developments could impact the stock's performance.

Market narrative:

  • The technical signals are pointing to a bearish trend, while the news headlines suggest mixed sentiment. This divergence highlights the importance of considering both perspectives when analyzing CLDI.

Risk & Volatility Assessment

Risk assessment: HIGH (beta 2.59)

Volatility regime: HIGH (stock volatility 1.70)

Options market signals:

  • IV rank: N/A (no options data available)
  • Put/call ratios: N/A (no options data available)
  • Unusual activity: N/A (no options data available)

Downside protection:

  • Critical support level at $0.16, which could provide some downside protection.

Market Context & Positioning

Sector performance:

  • CLDI is underperforming the broader market and its sector peers.

Institutional activity:

  • Volume patterns suggest institutional interest, but it's not enough to counterbalance the bearish trend.

Correlation analysis:

  • The stock moves in tandem with the market (R-squared 0.18), indicating a high correlation.

Relative valuation:

  • CLDI is trading at a discount relative to its peers and historical averages.

Key Levels & Action Items

Critical price levels:

  • Support: $0.16
  • Resistance: $0.24

Breakout/breakdown levels:

  • Breakout above the SMA 50 and Bollinger Band upper could signal a bullish reversal.
  • Breakdown below the SMA 20 and Bollinger Band lower could confirm the bearish trend.

Time-sensitive catalysts:

  • Upcoming earnings announcement may provide some clarity on the company's future prospects.
  • Regulatory developments could impact the stock's performance.

Risk management:

  • Set stop-loss levels at $0.14 to manage potential losses.
  • Consider reducing position size due to high volatility and risk.

Note: This analysis is based on the provided data and should not be considered investment advice. It's essential to review the data quality flags and consider additional information before making an investment decision.

Generated
News
All CLDI news →
Showing 1–10 of 34
Page 1 of 4
Earnings History
1 of 1 under expected move
Avg Expected Move
—
Avg Actual Move
14.47%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2026-08-14 unknown — 14.47% — Within

Earnings calendar: this week’s reports with expected vs actual moves →

CLDI Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 2.2632
Alpha: -338.65%
Correlation: 0.3048
R-Squared: 9.3%
Stock Volatility: 94.0%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 250
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time

CLDI Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

22 filers507,307 shares$121.73K value
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 34,728 $40.63K 33.38% — 2025-12-31
2 Geode Capital Management, LLC Custodian 114,550 $19.47K 16.00% — 2026-06-30
3 HighTower Advisors, LLC 83,523 $14.20K 11.66% — 2026-06-30
4 Jane Street Group, LLC Custodian 54,274 $9.23K 7.58% — 2026-06-30
5 Independent Advisor Alliance 45,000 $7.65K 6.28% — 2026-06-30
6 Arax Advisory Partners Custodian 37,345 $6.35K 5.22% — 2026-06-30
7 Private Advisor Group, LLC 30,000 $5.10K 4.19% — 2026-06-30
8 Vanguard Capital Management LLC 25,509 $4.34K 3.56% — 2026-06-30
9 Belpointe Asset Management LLC 19,921 $3.39K 2.78% — 2026-06-30
10 Northern Trust Corp Custodian 17,758 $3.02K 2.48% — 2026-06-30
11 Morgan Stanley Custodian 13,244 $2.25K 1.85% — 2026-06-30
12 RFG Advisory, LLC 12,000 $2.04K 1.68% — 2026-06-30
13 UBS Group AG Custodian 7,882 $1.34K 1.10% — 2026-06-30
14 Citigroup Inc. Custodian 4,594 $781 0.64% — 2026-06-30
15 Farther Finance Advisors, LLC Custodian 625 $669 0.55% — 2026-09-30
16 OSAIC HOLDINGS, INC. Custodian 2,650 $450 0.37% — 2026-06-30
17 Tower Research Capital LLC (TRC) Custodian 1,396 $237 0.19% — 2026-06-30
18 SBI Securities Co., Ltd. 217 $232 0.19% — 2026-09-30
19 Finepoint Capital LP 1,042 $177 0.15% — 2026-06-30
20 HIGHBRIDGE CAPITAL MANAGEMENT LLC 1,042 $177 0.15% — 2026-06-30
21 Tradewinds Capital Management, LLC 6 $7 <0.01% — 2026-09-30
22 EVERMAY WEALTH MANAGEMENT LLC 1 $1 <0.01% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

CLDI Insider Trading (Form 4)

Latest: 2026-08-19
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-08-19 Eric E Poma Chief Executive Officer Grant (A) +32,000 opt — EDGAR
2026-08-19 Andrew C. Jackson Chief Financial Officer Grant (A) +14,000 opt — EDGAR
2026-08-19 Alan R. Stewart Director Grant (A) +4,000 opt — EDGAR
2026-08-19 George Peoples Director Grant (A) +4,000 opt — EDGAR
2026-08-19 Santidrian Antonio Fernandez Chief Scientific Officer Grant (A) +16,000 opt — EDGAR
2026-08-19 Scott Leftwich Director Grant (A) +4,000 opt — EDGAR
2026-08-19 Corazon (Corsee) D. Sanders Director Grant (A) +6,000 opt — EDGAR
2026-08-19 James A Schoeneck Director Grant (A) +5,000 opt — EDGAR
2025-12-16 Allan Camaisa Director Sell (S) −850 $1.46 -$1.2K EDGAR
2025-09-05 Santidrian Antonio Fernandez Chief Scientific Officer Grant (A) +35,000 opt — EDGAR
2025-09-05 Eric E Poma Chief Executive Officer Grant (A) +10,000 opt — EDGAR
2025-09-05 Andrew C. Jackson Chief Financial Officer Grant (A) +30,000 opt — EDGAR
2025-08-25 Andrew C. Jackson Chief Financial Officer Buy (P) +2,500 $2.00 $5.0K EDGAR
2025-08-25 James A Schoeneck Director Buy (P) +75,000 $2.00 $150.0K EDGAR
2025-08-25 Eric E Poma Chief Executive Officer Buy (P) +25,000 $2.00 $50.0K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

CLDI Insider Holdings

6 insiders · @ $0.64
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Scott Leftwich Director 8,248 $5.3K $250.0K 4 2026-08-19
2 James A Schoeneck Director 5,260 $3.4K $150.0K 3 2026-08-19
3 Allan Camaisa CEO and Chairman of the Board 5,157 $3.3K -$17.4K 2 2025-12-16
4 Eric E Poma Chief Executive Officer 1,562 $1000 $50.0K 4 2026-08-19
5 Andrew C. Jackson Chief Financial Officer 156 $100 $5.0K 3 2026-08-19
6 Alan R. Stewart Director 151 $97 $0 3 2026-08-19
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

CLDI Board & Officers

As of SEC filings through Aug 19, 2026

Directors 6

Officers 3

10% owners 1

Changes in the last 10 years (53)
Jun 17, 2026Corazon (Corsee) D. Sanders became a director
Sep 16, 2025The company announced the departure of Wendy Pizarro Campbell as CAO, CLO in an SEC filing
Sep 5, 2025Santidrian Antonio Fernandez listed as Chief Scientific Officer (previously SVP, Global Head of R&D) in SEC filings
Sep 5, 2025Eric E Poma no longer listed as a director in SEC filings
Aug 20, 2025Lincoln Alternative Strategies LLC became a 10% owner
Aug 8, 2025The company announced the departure of Boris Radoslavov Minev as Interim Chief Medical Officer in an SEC filing
Apr 22, 2025Eric E Poma became a director
Apr 22, 2025Eric E Poma became Chief Executive Officer
Dec 18, 2024Allan Camaisa no longer listed as a 10% owner in SEC filings
Jul 1, 2024George Peoples became a director
Jun 20, 2024Allan Camaisa listed as CEO and Chairman of the Board (previously CEO, President and Chairman) in SEC filings
May 10, 2024The company announced the departure of David LaPre from the board in an SEC filing
Jan 1, 2024David LaPre became a director
Nov 8, 2023The company announced the departure of Thomas A. Vecchiolla from the board in an SEC filing
Oct 30, 2023Andrew C. Jackson became Chief Financial Officer
Oct 10, 2023Heehyoung Lee left the board, per their own SEC filing
Oct 10, 2023Alan R. Stewart became a director
Sep 14, 2023William John Weber reported in an SEC filing no longer being a director
Sep 14, 2023William John Weber reported in an SEC filing no longer being a 10% owner
Sep 14, 2023William John Weber reported in an SEC filing no longer being Chief Executive Officer
Not reported recently (12)
  • George K Ng · Last reported as a director in an SEC filing dated Aug 16, 2024
  • Amish Patel · Last reported as VP of Technical Operations in an SEC filing dated Sep 25, 2023
  • David Sans · Last reported as Chief of Corporate Development in an SEC filing dated Sep 25, 2023
  • Stephen Thesing · Last reported as Chief Business Officer in an SEC filing dated Sep 25, 2023
  • Jamir Trust · Last reported as a 10% owner in an SEC filing dated Sep 25, 2023
  • Tony T Kalajian · Last reported as Chief Acctg Officer, Int. CFO in an SEC filing dated Sep 25, 2023
  • AJC Capital, LLC · Last reported as a 10% owner in an SEC filing dated Sep 25, 2023
  • Polar Asset Management Partners Inc. · Last reported as a 10% owner in an SEC filing dated Oct 21, 2022
  • Michael J. Alber · Last reported as Chief Financial Officer in an SEC filing dated Sep 9, 2021
  • William Fallon · Last reported as a director in an SEC filing dated Sep 9, 2021
  • Jeanne Tisinger · Last reported as a director in an SEC filing dated Sep 9, 2021
  • Michael C Ruettgers · Last reported as a director in an SEC filing dated Sep 9, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
1 ETF hold CLDI
1 shown · $1.71K total exposure
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VXF Vanguard Extended Market ETF Vanguard 0.00% $1,707 — 2026-09-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.