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BEBEAM

Beam Therapeutics Inc.

$BEAM·$2.6B·Biotechnology·Healthcare
$23.47-5.1%YTD-11.0%1Y-9.0%
Price updated 7h ago·X counts updated 5d ago
BEBEAM
$BEAMBeam Therapeutics Inc.
$23.47-5.10%377 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BEAM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

377X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BEAM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data22 posts analyzed · as of 2026-09-15

BEAM-302 for AATD at ERS 2026 showed sustained total AAT above the 11 µM protective threshold — steady-state median 15.2 µM at 60mg, Z-AAT down 84%, M-AAT at 93% of circulating — with FDA aligned on an accelerated-approval path. Stock sold off ~10% on a 41% infusion reaction rate and 'sell the news' profit-taking, but the pattern is exactly the one BEAM has recovered from every prior AATD print.

Read what X is saying about $BEAM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BEAM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Beam's base-editing platform showed sustained AATD efficacy at ERS 2026 — the 10% "sell the news" drop is the pattern that always recovered.

Beam Therapeutics is a clinical-stage gene-editing biotech focused on base-editing — a precision CRISPR variant that avoids double-strand breaks. The stock pulled back 10% after the ERS 2026 BEAM-302 presentation, now cooling with the FDA accelerated-approval path still intact.

  • The BEAM-302 AATD data is actually strong: steady-state median 15.2 µM AAT at 60mg (above the 11 µM protective threshold), Z-AAT down 84%, M-AAT at 93% of circulating — the biology is working better than consensus modeled.
  • The sell-off was a classic "sell the news" plus concern on infusion reactions: 41% infusion-reaction rate flagged in the ERS 2026 readout gave bears a hook, but the pattern — plunge then recover — is exactly how BEAM has traded every prior AATD data drop.
  • Revenue is lumpy: Q1 2026 of $31.7M was up +325% YoY (one-time milestone-driven), Q4 2025 at $114M was similar — this is pre-commercial economics, with 2028 revenue consensus still thin.

A Nov 3 Q3 earnings print with cash runway through pivotal data plus a confirmed accelerated-approval FDA alignment update restarts the setup; the Pomerantz class-action investigation is a legal overhang but not thesis-breaking.

Agrees with X sentimentX is bullish on BEAM-302 AATD efficacy data (15.2 µM steady-state, Z-AAT -84%, FDA accelerated-approval path aligned) and the "this is the recovery pattern we've seen before" framing — mechanics support it. The crowd correctly identifies the 41% infusion-reaction rate as the specific bear hook that triggered the 10% sell-off.

What to watch: Nov 3 Q3 earnings — cash runway, pivotal data timeline, and any FDA accelerated-approval update. The Pomerantz investigation is a legal overhang but not thesis-breaking; a safety signal in future AATD data or a required capital raise before pivotal is the hard downside.

On the calendar: 2026-11-03 — Q3 2026 earnings

Read the AI verdict on $BEAM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops base-editing gene medicines making precise single-letter DNA corrections for blood disorders and genetic diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $BEAM.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $BEAM

Neutral — Develops base-editing gene medicines making precise single-letter DNA corrections for blood disorders and genetic diseases.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-46.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-26.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-227%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-12.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
18.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-5.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-32.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$-1.18$-1.11-6.3%
Q1 2026May 7, 2026$-0.91$-0.87-4.6%
Q4 2025Feb 24, 2026$-0.10$-1.13+91.2%
Q3 2025Nov 4, 2025$-1.10$-0.98-12.2%
Next earningsTue, Nov 3·consensus EPS $-1.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$31.7M+324.9%100%-338%$-0.91$-130.7M
Q4 FY25$114.1M+279.5%95.0%-15.3%$2.37$-87.0M
Q3 FY25$9.7M-32.0%-1032%-1308%$-1.10$-86.5M
Q2 FY25$8.5M-28.1%-1102%-1419%$-1.00$-79.6M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$51.2M$31.3M – $90.2M-$4.43-$4.61 – -$4.2210
FY27$63.8M$2.7M – $183.5M-$4.79-$5.42 – -$3.899
FY28$116.4M$9.4M – $322.8M-$4.59-$6.32 – -$3.3911
FY29$324.7M$49.2M – $788.0M-$3.16-$9.03 – $0.335
FY30$646.2M$98.0M – $1.6B-$1.19-$3.40 – $0.125

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.18%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 88.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 16John M. EvansCEO25.0K sh$600KSellOct 15John M. EvansCEO25.0K sh$589KSellOct 1Bethany J CavanaghSVP, Finance and Treasurer187 sh$5KSellJul 27Amy SimonChief Medical Officer16.7K sh$429KSellJun 30Amy SimonChief Medical Officer373 sh$13KSellJun 30John M. EvansCEO25.0K sh$858KSellJun 29John M. EvansCEO25.0K sh$887KSellJun 26Llc FmrSee Remark 1251.5K sh$8.9MSellJun 25Llc FmrSee Remark 133.4K sh$1.2M
+ 12 other (6 awards · 5 exempts · 1 gift) in window

See when $BEAM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
AI summary

Beam Therapeutics Inc. (BEAM) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 7 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Beam Therapeutics Inc. - BEAMprnewswire.com·2d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Beam Therapeutics Inc. - BEAMglobenewswire.com·3d agoTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fusebenzinga.com·4d agoBeam Therapeutics to Present Initial Data from Phase 1/2 Trial of BEAM-301 in Glycogen Storage Disease Type Ia (GSDIa) at the ESGCT 33rd Annual Congressglobenewswire.com·4d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Beam Therapeutics Inc. - BEAMprnewswire.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

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Voices on X · top 1 · last 7 days

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