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BEBEEP

Mobile Infrastructure Corp

Rising onTrending downwardX mentions rising faster than the marketBullish-leaning chatter
$BEEP·$102M·Real Estate - Services·Real Estate
$2.97-1.0%YTD-29.0%1Y-22.7%
Mentions · last 7 days
2026-08-19: 0 posts2026-08-20: 3 posts2026-08-21: 2 posts2026-08-22: 2 posts2026-08-23: 2 posts2026-08-24: 23 posts33+29%
Price updated 6h ago·X counts updated 4d ago
BEBEEP
$BEEPMobile Infrastructure Corp
$2.97-1.00%33 posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BEEP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyWinding up for a moveAI verdict · as of 2026-08-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Parking-lot REIT down 24% in twelve months — Q2 EPS missed by 8%, but Zacks upgraded to Buy August 17.

Mobile Infrastructure Corp is a small parking-facility REIT owning 36 facilities across 19 US markets — 13,500 parking spaces, 4.7M square feet. The stock is at $2.87 with a $102M market cap, down 24% over trailing year and 29% year-to-date.

  • Q1 2026 revenue was $7.9M (down 3.7% year-over-year); Q4 25 was $8.76M (-4.3%); Q3 25 was $9.09M (-6.9%) — the topline has been in low-single-digit decline
  • Q2 2026 EPS was -$0.08 versus -$0.087 expected — a modest 8% beat; the last four surprises: +8%, -50%, -58%, -87% — improving pattern after prior heavy misses
  • Zacks upgraded to Buy on August 17 — sentiment shift
  • Analyst 2026 revenue estimate is $33.7M on -$0.42 EPS growing to $38.6M / -$0.20 EPS in 2027 — the model expects continued losses
  • Free cash flow yield is essentially 0% — the parking business generates enough to cover operations but not much more
  • Debt-to-equity 1.51 — elevated for the small cap
  • Beta 0.59 — defensive REIT profile
  • On August 4 a Schedule 13D was filed disclosing 2.1% beneficial ownership — small, but institutional-scale interest
  • Board declared monthly preferred dividends on July 22 — capital-return discipline continues on the preferred tranches
  • Position vs 50-day moving average is +46% — the stock has bounced meaningfully in recent weeks
  • Position in 52-week range is 57% — mid-range

At $102M with declining revenue and continued modeled losses, this is a distressed micro-REIT trading on hopes of asset-value recovery.

What to watch: The Q3 print on November 9 needs revenue growth turning positive and continued smaller EPS misses — the operational trajectory determines whether the recent bounce is real or noise.

On the calendar: 2026-11-09 — Q3 earnings

sentiment cashtag mismatch

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment8 posts analyzed · as of 2026-08-28

The $BEEP feed is entirely a Solana Beeperfun memecoin with retro dial-up nostalgia branding and pumpfun leverage jokes. No fundamentals, no bears — just community shitposts and 'Beeper still maintains his composure despite being arrested by the FEDs' meme lore. Reads as playful accumulation.

Read the AI verdict + X sentiment for $BEEP

  • 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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

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

Owns and operates parking garages and surface lots in US cities, generating fee-based revenue from urban mobility demand.

Industry overviewAI analysisGenerated by AI from underlying data

Where Real Estate - Services sits in its cycle right now — and what that implies for $BEEP.

Real Estate - Services · Real Estate

No material change from last week — Opendoor's Q1 double beat with acquisition contracts at the highest level since 2022 confirmed housing market thawing.

What this means for $BEEP

Neutral — Owns and operates parking garages and surface lots in US cities, generating fee-based revenue from urban mobility demand; limited read-through from real estate - services macro dynamics to this specific revenue mix.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+12.0%YTD
+5.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-3.2How 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
0.3%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
2.7%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
-0.1%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
2.4Same 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
-16.8%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
33.6%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
1.5Total 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 11, 2026$-0.08$-0.09+7.7%
Q1 2026May 12, 2026$-0.18$-0.12-50.0%
Q4 2025Mar 2, 2026$-0.19$-0.12-58.3%
Q3 2025Nov 10, 2025$-0.15$-0.08-87.5%
Next earningsMon, Nov 9·consensus EPS $-0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.9M-3.7%11.7%4.3%$-0.18$-1.6M
Q4 FY25$8.8M-4.3%-2.2%3.1%$-0.19$-694K
Q3 FY25$9.1M-6.9%60.6%2.1%$-0.15$753K
Q2 FY25$9.0M-3.0%60.4%1.6%$-0.11$1.4M

Forward consensus

2-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$33.7M$33.6M – $33.8M-$0.42-$0.44 – -$0.392
FY27$38.6M$37.7M – $39.6M-$0.20-$0.21 – -$0.191

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.0.5×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.62%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.+47.4%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.+23.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 13.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% 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.β0.595-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

No open-market buys or sells in the last 180 days.

+ 2 other (2 awards) in window

See when $BEEP 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
Free, forever. No credit card.

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-KPress release / Reg FDAug 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Mobile Infrastructure Corporation (BEEP) issued a press release on August 11, 2026 disclosing Q2 2026 financial results for the second fiscal quarter ended June 30, 2026. Specific figures are in Exhibit 99.1.

8-KPress release / Reg FDAug 68-K — Item 7.01: Press release / Reg FD
AI summary

BEEP filed an 8-K (Item 7.01) for a Regulation FD disclosure. A presentation or investor communication is being furnished as an exhibit. Reg FD disclosures are furnished rather than filed and are not typically market-moving on their own, but may contain forward-looking statements or strategy updates.

SC 13DActivist position (5%+)Aug 4SC 13D
AI summary

Securities Exchange filed a Schedule 13D disclosing significant beneficial ownership of BEEP. The filer reported owning approximately 2.1 % of BEEP's outstanding shares. The aggregate position value is approximately $0.0001. 13D filings are required when a party acquires more than 5% of a company with intent to engage management, and may signal activist interest or strategic accumulation in BEEP.

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Mobile Infrastructure Corporation entered into a Fourth Amendment to its Credit Agreement with lenders Harvest Small Cap Partners L.P. and Harvest Small Cap Partners Master, Ltd. on June 29, 2026, extending the maturity date from June 30, 2026 to September 30, 2026, and granting lenders the right to demand monthly cash interest payments starting August 1, 2026 through maturity. This is the company's fourth consecutive debt maturity extension — while it avoids immediate default, the repeated extensions and new lender-controlled cash interest demand signal ongoing financial stress and near-term refinancing urgency.

8-KOfficer or director changeJun 188-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Mobile Infrastructure Corporation's 2026 Annual Meeting (held June 18, 2026) approved the Amended and Restated 2023 Incentive Award Plan, increasing the number of shares available for issuance by 3,000,000. Additional annual meeting matters were voted on including director elections and auditor ratification. Equity plan expansion — the 3M additional shares fund future equity compensation, representing potential dilution but also enabling incentive alignment for management.

8-KPress release / Reg FDMay 128-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KMaterial agreementMar 258-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
8-KPress release / Reg FDMar 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 12 other (5 routine 8-Ks · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

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

All You Need to Know About Mobile Infrastructure Corporation (BEEP) Rating Upgrade to Buyzacks.com·12d agoMobile Infrastructure Corporation (BEEP) Q2 2026 Earnings Call Transcriptseekingalpha.com·17d agoMobile Infrastructure Corporation (BEEP) Reports Q2 Loss, Lags Revenue Estimateszacks.com·17d agoMobile Infrastructure Q2 Earnings Call Highlightsmarketbeat.com·17d agoMobile Infrastructure Reports Second Quarter 2026 Financial Resultsglobenewswire.com·17d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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