BEAM

Beam Therapeutics Inc. ·Nasdaq Global SelectHealthcare
29.40 live · 2026-08-31 15:59

Structural scoring is not meaningful for this business

Structural scoring uses gross margin, free cash flow and Altman Z — measures built for operating companies. For banks, insurers and asset managers they produce artifacts, because the cash-flow statement is dominated by lending and deposit flows rather than operations. Treat the structural and composite figures below as not comparable with other sectors, in either direction.

  • Reported free cash flow is far outside the range an operating business can show, indicating balance-sheet rather than operating flows
52.1% not comparable
Brown Bear Score
10.0% not comparable
Business Conviction Score
79.6%
Position Health Score
1.8%
Chase Risk
My watchlist
Daily closes
16.3121.7127.1232.5237.9229.43

Daily closes · 1Y (252 sessions) · +79.9% · range 16.31–37.92

The Businesswhat the company reports

Business & cash flow

FCF / assets -24.3%
OCF / assets -23.3%
FCF / revenue -247.0%
Gross margin -161.9%
ROIC -27.7%
Forward P/E -6.2

FCF/assets and OCF/assets are the cash-flow measures Brown Bear's own testing found to survive; FCF/revenue is shown alongside for context. Assets are from the latest annual filing (FY2025).

Price vs Earnings growth

Trailing EPS is negative (-0.69) and forward EPS is not positive, so a growth percentage does not exist

Confidence 35.0/100

Drivers

Trailing price return (1y) +79.9%

Figures

Trailing EPS -0.69
Forward EPS -4.74
Forward P/E -6.21

Revisions

Stable (-0.2%, 10 dates)

Takeaway Low data confidence (limited analyst coverage) — treat this section as informational only.

Business growth vs share price

Revenue grew 101% over the last 3 years.

Share price — No dated price history is cached for this name, so the price cannot be lined up against the filing dates.

Earnings per share — Not shown: 12 of 12 quarters in this window were at or below zero. A series that crosses zero cannot be rebased to a starting value of 100, and forcing it would invert the line.

These are reported figures against the share price over the same window, nothing more. A business growing faster than its stock is not by itself a reason to buy it, and this is not a forecast or a recommendation.

Valuation: dearer or cheaper than usual

BEAM is priced about where it normally is — compared with its own last 5 years, not with other companies. You pay $52.97 for every $1 of sales it makes in a year. Normally that has been about $46.89, and over the 5 years it has swung between $18.42 and $295,680.08. 46% of days in that time were dearer than today.

shaded = the middle half of the last 5 years dashed = its normal level dot = today

its cheapest $18.42 usually $32.98–$81.55 its dearest $295,680.08

For 100% of the last 5 years there is no profit figure to compare the price with, because the company was losing money or nothing was filed. The range covers the rest.

Banks and insurers do not have sales in the ordinary sense, so the "vs sales" figure means little for this company. The profit one is fine.

Cheaper than usual is not the same as a bargain — the price may have fallen for a reason. Profit figures run to March 2026, the latest filed.

Dividends: what it pays you

BEAM pays no dividend. Any return from owning it has to come from the share price. That is an ordinary choice rather than a fault — a company keeping its profit is reinvesting it, buying back shares, or holding it.

Reported earnings

Next report 2026-11-02 · consensus EPS -1.16

Q3 22 revenue: 15.80mQ3 22 net income: -109.58mQ4 22 revenue: 20.04mQ4 22 net income: -38.35mQ4 22Q1 23 revenue: 24.21mQ1 23 net income: -96.46mQ2 23 revenue: 20.12mQ2 23 net income: -82.78mQ2 23Q3 23 revenue: 17.19mQ3 23 net income: -96.09mQ1 24 revenue: 7.41mQ1 24 net income: -98.67mQ1 24Q2 24 revenue: 11.77mQ2 24 net income: -91.05mQ3 24 revenue: 14.27mQ3 24 net income: -96.67mQ3 24Q1 25 revenue: 7.47mQ1 25 net income: -109.27mQ2 25 revenue: 8.47mQ2 25 net income: -102.29mQ2 25Q3 25 revenue: 9.70mQ3 25 net income: -112.73mQ1 26 revenue: 31.74mQ1 26 net income: -94.32mQ1 26

Revenue Net income Derived Q4

12 quarters to Q1 26. Revenue and net income share one scale, so the gap between them is the margin. The baseline is zero — bars below it are losses.

EPS (GAAP) -1.56 to -0.55, own scale

Q3 22 EPS: -1.56Q4 22 EPS: -0.55Q1 23 EPS: -1.33Q2 23 EPS: -1.08Q3 23 EPS: -1.22Q1 24 EPS: -1.21Q2 24 EPS: -1.11Q3 24 EPS: -1.17Q1 25 EPS: -1.24Q2 25 EPS: -1.00Q3 25 EPS: -1.10Q1 26 EPS: -0.91

Same 12 quarters as the chart above, on their own axis — EPS is dollars per share, not dollars, so it cannot share a scale with revenue or net income without disappearing next to them.

Quarter endingRevenueYoY Net incomeEPS (GAAP) EPS reportedvs consensus Filed
2026-03-31 31.74m +324.9% -94.32m -0.91 -0.91 +18.6% 2026-05-07
2025-09-30 9.70m -32.0% -112.73m -1.10 -1.10 -3.7% 2025-11-04
2025-06-30 8.47m -28.1% -102.29m -1.00 2025-08-05
2025-03-31 7.47m +0.8% -109.27m -1.24 2025-05-06

How similar companies reacted to their last report

Peers with a recent report4
Direction 2 up, 2 down on their own last report
Typical move±3.2%
When peers reported, and how the market reacted
INCY revenue +20.9% year on yearINCY reported 2026-04-28: price +3.5%INCY28 AprMRNA revenue +260.2% year on yearMRNA reported 2026-05-01: price +3.0%MRNA1 MayVRTX revenue +7.8% year on yearVRTX reported 2026-05-05: price -0.5%VRTX5 MayTECH revenue -1.5% year on yearTECH reported 2026-05-06: price -10.2%TECH6 May

Revenue up year on year Revenue down Price rose around the report Price fell around the report separate scales — a crossing means nothing

TickerQuarter endingReported Move around reportNext 20 sessions vs SPY
TECH Bio-Techne Corporation 2026-03-31 2026-05-06  (filing date) -10.2% +1.5%
VRTX Vertex Pharmaceuticals Incorporated 2026-03-31 2026-05-05  (filing date) -0.5% +0.1%
MRNA Moderna, Inc. 2026-03-31 2026-05-01  (filing date) +3.0% -9.3%

Peers are same-sector names closest to BEAM by revenue — a coarse comp set, not a hand-picked one.

Share count

Diluted shares over time

Diluted shares Return since the previous filing

Direction Growing — shares issued
Diluted shares 103.3M as at 2026-03-31
Change over 1 year +17.4%
Change over 3 years +42.9%
Public float $1.70bn as at 2025-06-30 (10-K)

History before 2020-06-30 is not shown. The share count jumps at that date by a ratio no ordinary issuance produces — a split whose factor is not in Brown Bear's split store — so earlier figures are on a different basis and cannot be compared with today's.

Debt levels

Total debt$100.3M
Cash & equivalents$219.8M
Net debt −$119.6M
Debt / equity0.09x

From the balance sheet in the company's most recent SEC filing (as of 2026-06-30) — not scored or gauged. "Healthy" debt varies hugely by industry: a utility or a REIT normally carries far more leverage than a software company as a matter of course, so this is context to weigh against the rest of the page, not a pass/fail reading. Net debt is negative here — the company holds more cash than debt.

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyFair Value Anchor
Reference band 27.95 — 29.58
Protective stop 25.27 (Atr, 12.1% risk)
Support 28.49 (3 touches, 3.3% away)
Resistance 31.51 (7.1% away)

Takeaway The shares are nearer the floor than the ceiling: about 3.3% above 28.49, a price buyers have stepped in at before, and 7.1% below 31.51, where sellers have turned up before. That floor has held 3 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 12.1% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice INSIDE the cloud | periods 8/24/47 (91% of classic 9/26/52)
LinesTenkan/Kijun BEAR | cloud twist BEAR
Cloud thickness78% percentile
Chikou spanAbove price from 26 periods ago
Weekly cloudPrice ABOVE the weekly cloud (context only, not scored)

Takeaway The stock is trading inside its cloud — a shaded band drawn from several of its own moving averages, currently 28.20 to 31.46. Inside the band those averages disagree with each other, so the indicator is not saying much either way. Its shorter-term averages agree with that. The band is unusually wide at the moment, so it marks a broad zone rather than a single level.

Trailing returns

21 days +15.3%
63 days -5.5%
126 days +2.6%
252 days +74.7%
Below 252d high22.4%

Trend context

PositionAt trend
ExtensionNormal
Trend slopeRising
Direction of travelHolding its deviation

Takeaway Price is near a rising Kalman fair trend, consistent with a healthy trend setup.

Volatility

State Expanded out of a squeeze
Current band width20.5% of price
Recent tightest12.2% (9 sessions ago, narrower than 99.0% of its history)
Expansion since1.68×
Band 25.31 — 31.08

Takeaway Lately this share price has been swinging around inside a range roughly 20% wide, and it recently went unusually quiet — calmer than it has been 99% of the time. It has started moving again since, swinging about 1.7 times as widely as during that quiet spell. A stock that has been quiet tends to make its next move look big by comparison, simply because the recent bar was low.

Historical trends

02550751002026-06-262026-08-31
Position Health Business Conviction

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityInsider selling
Buy filings0
Sell filings8
Shares sold351,900
Value sold$12.2m
Latest sell2026-07-27
FiledInsiderSharesValue
2026-07-27 Sold Simon AmyChief Medical Officer 16,667 $429,037
2026-06-30 Sold Simon AmyChief Medical Officer 373 $12,954

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Insider timeline

InsiderFilingsSharesValue
Sold FMR LLC 2026-06-25 – 2026-06-26 (2 days) 2 284,860 $10.0m
Sold Evans John M.CEO 2026-06-29 – 2026-06-30 (2 days) 4 50,000 $1.7m
Sold Simon AmyChief Medical Officer 2026-06-30 – 2026-07-27 (2 days) 2 17,040 $442.0k

Open-market purchases and sales only, grouped by person over the last 75 days — one decision is often split across several filings, so the number of filings is not the number of buyers. Sold $12.2m across 3 people. Grants, option exercises, gifts and shares withheld for tax are excluded. Brown Bear has not found insider buying to predict returns on its own, so this is a record of what was filed, not a recommendation.

Volume confirmation

Volume-price trend Above its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway Slightly more shares change hands on rising days than on falling ones, but the gap is too small to read anything into.

Options Positioning

No binary-event flag

BEAM: no binary-event flag. Near IV 103%, far IV 69% (ratio 1.48), implied move 18.2%.

Implied volatility 103% near (18d) · 69% far (81d) — Term structure inverted — the market is pricing an event in the near window
Term structure 1.48× near/far
Historical volatility 69%
Implied vs historical 1.48×
Implied move ±18.2% by 2026-09-18
Implied move vs ATR 0.90×
Skew Call Skew (0.68×)
Call wall 30.00 (+1.9% away)
Put wall 22.00 (-25.2% away)
Gamma pin 30.00
  • Term structure inverted (near 103% IV vs far 69% IV, ratio 1.48)

Takeaway Insuring against a move in this stock costs more for the next few weeks than for the next few months. Traders usually pay up like that when they know something is coming soon — results, a court ruling, a regulatory decision. Options traders are positioned for a move of around 18.2% in either direction by 2026-09-18.

Chain as at 2026-08-31. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Mixed Rotation Phase

Rotation health 70.5/100; Positive Rotation.

Rotation health 70.5
Rotation strength 79.5
LegQuadrantRS-RatioRS-Mom
Stock vs sector Weakening 117.5 78.7
Stock vs SPY Weakening 117.7 90.5
Sector vs SPY Leading 103.2 104.6

Direction of travel: South-East / trend strong but momentum cooling

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Altman Z-score 11.27 (+6.0)
  • Insider conviction score (+3.0)
  • ROIC improving by 17.4 pts (+3.0)
  • FCF margin improving by 299.7 pts (+2.0)
  • Track 2: MACD histogram state (0.36) (+5.0)
  • Track 2: MACD line/signal trend quality (+15.0)
  • Track 2: positive MACD trend regime (+10.0)
  • Track 2: MACD slope expanding (+5.0)
  • Track 2: relative strength trend improving (+10.0)
  • Track 2: 20-day momentum acceleration 0.40 (+20.0)
  • Track 2: bullish DI spread 10.7 (+8.0)
  • Track 2: ADX 25.3 and rising (+10.0)
  • Track 2: relative momentum rank 0.93 (+14.3)
  • Track 2: price above EMA20 by 2.6% (+2.1)
  • Track 2: EMA20 slope expanding 3.1% (+8.0)
  • Track 2: RSI trend quality 60.3, 5-day change +10.4 (+8.3)
  • Track 2: VPT strength 0.03 (+0.6)
  • Track 2: price above EMA50 by 1.6% (+1.3)
  • Track 2: EMA50 slope improving 0.7% (+1.6)
  • Track 2: Bollinger position 0.71 (+5.7)

Negative signals

  • Track 2: weak volume for momentum setup (0.78x average)
  • Weak Piotroski F-score (2/9)
  • Gross margin improving by -261.9 pts (+-1.0)
  • Poor earnings quality (accrual ratio 0.179)
  • Track 2 structural exemption: structural score 0.0/100 below the 25 quality floor; this is an unowned speculative candidate, so the universal SELL gate was skipped and the Track 2 momentum/RRG grid was allowed to evaluate instead. Structural quality here is weak by design for this kind of candidate -- treat any resulting BUY as higher risk than a Track 1 signal.

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.