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BEBETA

BETA Technologies, Inc.

Buzzing onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$BETA·$5.2B·Aerospace & Defense·Industrials
$24.17-7.9%1Y-33.9%
Mentions · last 7 days
2026-08-06: 16 posts2026-08-07: 35 posts2026-08-08: 11 posts2026-08-09: 18 posts2026-08-10: 23 posts2026-08-11: 41 posts2026-08-12: 60 posts204-3%
Price updated 8m ago·X counts updated 2d ago
BEBETA
$BETABETA Technologies, Inc.
$24.17-7.89%204 posts-3%
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 $BETA, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

eVTOL peer's Q2 revenue +145% and guide raise — 138x sales priced for the cadence, and the Top Shot NFT $BETA chatter is unrelated.

BETA Technologies is one of the leading eVTOL air-taxi startups — a competitor to Joby and Archer — that just delivered a Q2 blowout with revenue up 145% and a raised guide. The stock is up 10% today, positioned as the eVTOL peer group's operational leader. Worth flagging: X "$BETA" chatter also references a Top Shot NFT collection unrelated to the equity.

  • The Q2 revenue beat is genuine and sized: revenue of $14.7M beat the $9.8M estimate (+145% year-over-year), and management raised the 2026 revenue guide to $42-50M — above the $41.8M consensus.
  • The commercial-liftoff commentary is the load-bearing catalyst: bulls call this the "Blockbuster 145% revenue explosion" driven by early aircraft deliveries and regulatory milestones landing — a specific set of events that signals eVTOL is transitioning from concept to commercial reality.
  • The cash-burn picture is the honest offset: EPS of -$0.64 missed the -$0.55 estimate and net loss widened to -$148.8M as spend accelerated — meaning the growth story requires either continued equity issuance or the aggressive revenue ramp landing exactly as guided.
  • The valuation is stretched even for the category: at 138x trailing sales for a company generating $14.7M of quarterly revenue against a $5.2B market cap, this is priced for the guide-raise cadence continuing — any Q3 slowdown or FAA certification slip compresses the multiple hard.

Coming into Oct 5 earnings, the tape needs Q3 revenue to continue the 145% growth pace, additional FAA certification milestones, and clarity on the funding-runway math against the widening net loss. A clean beat plus certification catalysts extends the setup; a slower ramp or dilutive raise is what would give back the recent gains fast.

Agrees with X sentimentAgree with the bullish read on the Q2 revenue beat and guide raise — those are real inflection numbers for eVTOL commercialization. Where I'd temper: the -$148.8M net loss expansion is a genuine burn-rate signal that requires continuous capital-raising or an exact-as-guided revenue ramp, both of which are execution risks.

What to watch: Oct 5 earnings — Q3 revenue continuing the 145% growth pace, additional FAA certification milestones, and funding-runway math clarity. A slower ramp or dilutive raise gives back the recent gains fast; certification catalysts extend the setup.

On the calendar: 2026-10-05 — Q3 earnings

price history incomplete

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-08-13

Beta Technologies delivered a Q2 blowout — revenue $14.7M vs $9.8M estimate (+145% YoY), 2026 guide raised to $42-50M above $41.8M consensus. Bulls call it 'Blockbuster 145% revenue explosion' and celebrate the commercial-liftoff and regulatory breakthroughs. The one caution is EPS -$0.64 vs -$0.55 estimate (miss) and net loss widening to -$148.8M as spend accelerates. Grouped with eVTOL peers as sector leader. A parallel unrelated conversation is about a Top Shot NFT $BETA collection accumulation.

Read the AI verdict + X sentiment for $BETA

  • 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
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What it does

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

US electric aircraft developer designing eVTOL platforms and integrated charging infrastructure for commercial aviation electrification.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $BETA.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+26.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-5.4How 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
-21.9%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
-11.2%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
-7.0%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
137.6Same 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
-54.6%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
50.3%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
0.1Total 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 12, 2026$-0.64$-0.55-16.4%
Q1 2026May 12, 2026$-0.53$-0.58+8.6%
Q4 2025Mar 9, 2026$-2.02$-0.52-288.5%
Q3 2025Dec 4, 2025$-9.83$-0.42-2259.2%
Next earningsMon, Oct 5·consensus EPS $-0.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$10.1M+30.2%-3.1%-1312%$-0.53$-119.5M
Q4 FY25$11.1M+150.9%62.0%-1210%$-1.43$-104.2M
Q3 FY25$8.9M—69.3%-903%$-1.97$-81.8M
Q2 FY25$7.8M—81.2%-1011%$-0.40$-62.3M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$41.5M$35.4M – $45.1M-$2.13-$2.14 – -$2.115
FY27$333.2M$283.8M – $362.3M-$2.15-$2.23 – -$2.055
FY28$941.0M$762.9M – $1.0B-$1.83-$2.02 – -$1.666
FY29$2.1B$1.8B – $2.3B-$1.04-$1.15 – -$0.844
FY30$3.4B$2.9B – $3.7B$0.36$0.29 – $0.403

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.1.7×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.—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.+42.9%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 114.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β1.935-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.

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-KAgreement terminatedJul 228-K — Item 1.02: Agreement terminated
AI summary

BETA Technologies, Inc. (BETA) disclosed the termination or material modification of an agreement (Item 1.02) on 2026-07-22. Details: Termination of a Material Definitive Agreement. Item 1.02 is triggered by material agreement terminations and can signal operational or financial changes. Investors should evaluate the impact on the company's revenue and operations.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

BETA Technologies, Inc. (BETA) reported shareholder vote results (Item 5.07) from its annual or special meeting on 2026-06-15. Key outcome: Vote of Security Holders. Routine votes (director elections, auditor ratification) are administrative; contested votes or failed say-on-pay are material. Investors should note vote margins on compensation and governance proposals.

8-K/AOfficer or director change (amended)Feb 198-K/A — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 198-K — Item 5.02: Officer or director change
+ 10 other (3 earnings 8-Ks · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

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

79,032 Shares in BETA Technologies Inc $BETA Acquired by Bank of New York Mellon Corpdefenseworld.net·2d agoBETA Technologies, Inc. (BETA) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoBETA Technologies Q2 Earnings Call Highlightsmarketbeat.com·2d agoBETA Technologies, Inc. Announces Second Quarter 2026 Resultsbusinesswire.com·3d agoBrokerages Set BETA Technologies Inc (NYSE:BETA) PT at $31.11defenseworld.net·4d ago

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Voices on X · top 12 · last 7 days

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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