BETA
BEARISH
$15.36
Live
BETA Technologies, Inc. · NYSE
Target $36.25
(+136.0%)
$14.18
52W Range
$39.5
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Mar 26, 2026
Market cap
$3.66B
P/E
N/A
ROE
-66.2%
Profit margin
N/A
Debt/Equity
0.11
Dividend yield
N/A
AI Analysis
AI-powered fundamental assessment
Confidence
85%
BETA Technologies exhibits weak financial health per the Piotroski F-Score of 4/9, indicating a fragile operational foundation despite strong revenue growth. The company's profitability metrics are severely impaired, with a negative operating margin of -1210.42% and a negative ROE of -66.19%, signaling deep operational inefficiencies. Although the firm shows robust revenue growth (150.90% YoY) and a high gross margin (72.20%), these are not translating into earnings or cash flow. The absence of a Graham Number and intrinsic value, combined with a forward P/E of -6.24, reflects a market pricing premium based on speculative growth rather than fundamentals. The lack of analyst consensus on target price and neutral insider activity further undermine conviction.
Key Strengths
Exceptional revenue growth of 150.90% YoY, indicating strong market demand or expansion
High gross margin of 72.20% suggests strong pricing power or efficient production
Favorable debt-to-equity ratio of 0.11, indicating low financial leverage
Strong current and quick ratios (22.77 and 22.46) imply excellent short-term liquidity
Analyst consensus of 'strong_buy' reflects optimistic growth expectations
Key Risks
Piotroski F-Score of 4/9 indicates weak financial health and operational instability
Negative operating margin (-1210.42%) and ROE (-66.19%) signal severe profitability issues
Forward P/E of -6.24 and lack of earnings data suggest no current profitability
No free cash flow or operating cash flow data available, raising concerns about sustainability
Quarterly earnings surprises are deeply negative (avg -302.61%), indicating poor execution or forecasting
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
28
Weak
25
65
20
30
0
AI Verdict
Weak
Key drivers: High revenue growth but catastrophic profitability, Negative operating margins and ROE, Low Piotroski F-Score, No cash flow generation, Speculative valuation
Confidence
88%
Value
25/100
Ref P/E, PEG, Graham Number
Positives
- Price/Sales of 102.75 is high, but justified by growth expectations
- Low debt-to-equity ratio supports financial stability
Watchpoints
- No Graham Number or intrinsic value due to negative earnings
- Forward P/E is negative, making valuation metrics meaningless
- Price/Sales is extremely elevated relative to peers
Future
65/100
Ref Growth rates
Positives
- 150.90% YoY revenue growth is exceptional
- Analyst target price of $36.25 implies strong growth optimism
- Recent Q/Q EPS growth of +11.9% suggests improvement in losses
Watchpoints
- Earnings are still deeply negative
- No forward earnings guidance or cash flow data
- Negative earnings surprises indicate execution risk
Past
20/100
Ref Historical trends
Positives
- Consistent revenue growth over recent quarters
Watchpoints
- All three quarters missed earnings estimates by large margins
- Average earnings surprise of -302.61% indicates severe underperformance
- No history of profitability or positive cash flow
Health
30/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Low debt-to-equity (0.11) and high liquidity (current ratio 22.77)
- No Altman Z-Score available, but low leverage reduces distress risk
Watchpoints
- Piotroski F-Score of 4/9 is below threshold for financial health
- Negative ROE and ROA indicate poor capital efficiency
- Operating margin is catastrophically negative
Dividend
0/100
Ref Yield, Payout
Positives
No standout positives identified.
Watchpoints
- No dividend yield or payout ratio
- Dividend strength is 0/100
- Negative earnings make dividend payment impossible
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$15.36
Analyst Target
$36.25
Upside/Downside
+136.0%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BETA and closest competitors.
Updated 2026-03-25
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BETA
BETA Technologies, Inc.
Primary
|
-57.3% | -57.3% | -57.3% | -57.3% | -15.4% | +3.2% |
|
OTTR
Otter Tail Corporation
Peer
|
+105.2% | +26.2% | +10.6% | +11.2% | -1.3% | -5.2% |
|
AZZ
AZZ Inc.
Peer
|
+172.2% | +204.5% | +41.4% | +12.9% | +11.0% | +0.2% |
|
SKYW
SkyWest, Inc.
Peer
|
+78.2% | +285.3% | +6.6% | -6.4% | +1.1% | -2.1% |
|
HAYW
Hayward Holdings, Inc.
Peer
|
-17.8% | +31.1% | +20.0% | +2.3% | +19.4% | +3.1% |
BET
BETA Technologies, Inc.
Primary
5Y
-57.3%
3Y
-57.3%
1Y
-57.3%
6M
-57.3%
1M
-15.4%
1W
+3.2%
OTT
Otter Tail Corporation
Peer
5Y
+105.2%
3Y
+26.2%
1Y
+10.6%
6M
+11.2%
1M
-1.3%
1W
-5.2%
AZZ
AZZ Inc.
Peer
5Y
+172.2%
3Y
+204.5%
1Y
+41.4%
6M
+12.9%
1M
+11.0%
1W
+0.2%
SKY
SkyWest, Inc.
Peer
5Y
+78.2%
3Y
+285.3%
1Y
+6.6%
6M
-6.4%
1M
+1.1%
1W
-2.1%
HAY
Hayward Holdings, Inc.
Peer
5Y
-17.8%
3Y
+31.1%
1Y
+20.0%
6M
+2.3%
1M
+19.4%
1W
+3.1%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
N/A
Forward P/E
-6.24
PEG Ratio
N/A
P/B Ratio
1.94
P/S Ratio
102.75
EV/Revenue
56.79
EV/EBITDA
-5.77
Market Cap
$3.66B
Profitability
Profit margins and return metrics
Profit Margin
N/A
Operating Margin
-1210.42%
Gross Margin
72.2%
ROE
-66.19%
ROA
-16.8%
Growth
Revenue and earnings growth rates
Revenue Growth
+150.9%
Earnings Growth
N/A
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
N/A
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.11
Low debt
Current Ratio
22.77
Strong
Quick Ratio
22.46
Excellent
Cash/Share
$7.44
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q3 2025
Revenue
$0.0B
Gross Margin
69.3%
Op. Margin
-903.5%
Net Margin
-4902.6%
Total Assets
$1.1B
Liabilities
$0.3B
Equity
$0.8B
Debt/Equity
0.35x
Operating CF
$-0.1B
CapEx
$-0.0B
Free Cash Flow
$-0.1B
FCF Yield
119%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-14
$N/A
2026-03-09
$-1.71
-264.7% surprise
2025-12-04
$-1.94
-340.5% surprise
Industrials Sector Comparison
Comparing BETA against 469 companies in the Industrials sector
(39 bullish, 174 neutral, 256 bearish)
Return on Equity (ROE)
-66.19%
This Stock
vs
-19.38%
Sector Avg
+241.5%
(Excellent)
Debt to Equity
0.11
This Stock
vs
2.63
Sector Avg
-95.7%
(Less Debt)
Revenue Growth
150.9%
This Stock
vs
71.29%
Sector Avg
+111.7%
(Fast Growth)
Current Ratio
22.77
This Stock
vs
3.09
Sector Avg
+636.8%
(Stronger)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BETA
BETA Technologies, Inc.
|
BEARISH | $3.66B | - | -66.2% | -% | $15.36 | |
|
OTTR
Otter Tail Corporation
|
NEUTRAL | $3.61B | 13.13 | 15.6% | 21.2% | $85.98 | Compare |
|
AZZ
AZZ Inc.
|
NEUTRAL | $3.72B | 11.84 | 27.4% | 19.9% | $123.6 | Compare |
|
SKYW
SkyWest, Inc.
|
NEUTRAL | $3.73B | 8.89 | 16.6% | 10.6% | $92.75 | Compare |
|
HAYW
Hayward Holdings, Inc.
|
BULLISH | $3.44B | 23.22 | 10.0% | 13.5% | $15.79 | Compare |
BETA
BETA Technologies, Inc.
BEARISH
Mkt Cap
$3.7B
P/E
-
ROE
-66.2%
Price
$15.36
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-30 | ABELE JOHN E | Director | Stock Award | 1,071 | - |
| 2026-01-30 | KAMEN DEAN L. PH.D. | Director | Stock Award | 1,071 | - |
| 2026-01-30 | DAVIS CHARLES A. | Director | Stock Award | 1,071 | - |
| 2026-01-30 | ROTHBLATT MARTINE A | Director | Stock Award | 1,071 | - |
| 2026-01-30 | SLATTERY JOHN S | Director | Stock Award | 1,071 | - |
| 2026-01-30 | CUETO HERMAN | Chief Financial Officer | Stock Award | 47,321 | - |
| 2026-01-30 | MCCONVILLE JAMES | Director | Stock Award | 1,071 | - |
| 2026-01-30 | STONE MICHAEL ROBERT | Director | Stock Award | 1,071 | - |
| 2026-01-30 | CLARK KYLE | Chief Executive Officer | Stock Award | 208,213 | - |
| 2026-01-30 | DUNKIEL BRIAN | Officer | Stock Award | 47,321 | - |
| 2026-01-30 | CHURCHILL DAVID LAWRENCE PH.D. | Chief Technology Officer | Stock Award | 48,285 | - |
| 2026-01-30 | HUNTER MARK WILLIAM | Officer | Stock Award | 3,785 | - |
| 2026-01-30 | DONOVAN SEAN | Chief Operating Officer | Stock Award | 47,321 | - |
| 2025-12-31 | DUNKIEL BRIAN | Officer | Option Exercise | 6,544 | $38,098 |
| 2025-11-07 | SLATTERY JOHN S | Director | Stock Award | 203,648 | - |
ABELE JOHN E
Director
2026-01-30
1,071 shares
KAMEN DEAN L. PH.D.
Director
2026-01-30
1,071 shares
DAVIS CHARLES A.
Director
2026-01-30
1,071 shares
ROTHBLATT MARTINE A
Director
2026-01-30
1,071 shares
SLATTERY JOHN S
Director
2026-01-30
1,071 shares
CUETO HERMAN
Chief Financial Officer
2026-01-30
47,321 shares
MCCONVILLE JAMES
Director
2026-01-30
1,071 shares
STONE MICHAEL ROBERT
Director
2026-01-30
1,071 shares
CLARK KYLE
Chief Executive Officer
2026-01-30
208,213 shares
DUNKIEL BRIAN
Officer
2026-01-30
47,321 shares
CHURCHILL DAVID LAWRENCE PH.D.
Chief Technology Officer
2026-01-30
48,285 shares
HUNTER MARK WILLIAM
Officer
2026-01-30
3,785 shares
DONOVAN SEAN
Chief Operating Officer
2026-01-30
47,321 shares
DUNKIEL BRIAN
Officer
2025-12-31
6,544 shares
·
$38,098
SLATTERY JOHN S
Director
2025-11-07
203,648 shares
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
STRONG_BUY
8 analysts
Goldman Sachs
2026-03-17
Buy
Buy
Morgan Stanley
2026-03-10
Overweight
Overweight
Jefferies
2026-03-10
Buy
Buy
BTIG
2026-03-10
Buy
Buy
Needham
2026-03-09
Buy
Buy
Jefferies
2026-02-11
Hold
Buy
Needham
2026-01-15
Buy
Buy
B of A Securities
2025-12-17
Buy
Buy
Needham
2025-12-05
Buy
Buy
Morgan Stanley
2025-12-01
Overweight
Past News Coverage
Recent headlines mentioning BETA from our newsroom.
Newest → oldest
No matching news yet.