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BEBETA

BETA Technologies, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$BETA·$4.9B·Aerospace & Defense·Industrials
$21.05-5.2%YTD-23.9%1Y-38.3%
Price updated 12m ago·X counts updated 22h ago
BEBETA
$BETABETA Technologies, Inc.
$21.05-5.18%234 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BETA 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.

234X posts · last 7 days
Aug 23Sep 7
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $BETA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 86% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data17 posts analyzed · as of 2026-09-07

The $BETA tag is split. Beta Air (eVTOL) equity: N703AX flight tour with JOBY/ACHR/HOVR, director bought $500K shares, AMZN owns 5.3%. A separate BetaFund crypto with $30K+ trading fee vault and profit distributions. Both threads directionally bullish.

Read what X is saying about $BETA

  • 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
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Driven by hypeWinding up for a moveAI verdict · as of 2026-09-07

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

eVTOL with Amazon-backing and a fresh director buy — coiling ahead of an early-October print.

BETA Technologies is a US eVTOL and electric-aircraft developer — direct competitor to Joby and Archer but with a differentiated Amazon-backed customer signal. The setup is coiled ahead of an early-October earnings print.

  • The financials are pure pre-revenue burn: revenue at $10M last quarter with a negative operating margin near four figures — this is a call option on cargo-eVTOL certification, so the P&L doesn't matter until deliveries start.
  • The strategic signals are unusually clear: Amazon holds a 5.3% stake (real anchor customer), a director recently made a ~$500K open-market buy of ~26,000 shares, and Q2 institutional holdings from BofA and BNY Mellon are being disclosed — a legitimate institutional-and-strategic-and-insider triple.
  • The tape is coiling with elevated volume: 9% above the 50-day, 8% above the 200-day, 34% of the 52-week range, volume 1.45x normal — an accumulation pattern going into a print, with no offsetting insider selling in the window.

An Oct 5 print showing progress on cargo-eVTOL certification plus any firmed Amazon-related delivery milestone extends the coil upward; a certification slip or a soft cash-burn update is the honest risk on a name still deeply pre-revenue.

Agrees with X sentimentThe equity-side X read is directionally right on the mechanics — the ~$500K director open-market buy and Amazon's 5.3% stake are real and matter for the setup. The BETA decentralized-quant-fund memecoin is unrelated ticker noise; the equity thesis stands separately.

What to watch: Oct 5 earnings — cargo-eVTOL certification progress, any Amazon-related delivery milestone, and cash-burn trajectory. A milestone print extends the coil upward; a certification slip or a soft cash-burn update is the honest risk.

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

ticker confused with meme

Read the AI verdict on $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)
  • 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.

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

NATO spending commitments and Pentagon procurement acceleration are the structural tailwinds supporting prime contractor backlogs; missile defense, tactical drones, and nuclear shipbuilding are the priority line items. Commercial space is a separate and concurrent driver: Electron launch cadence and lunar delivery contracts are pulling RKLB and LUNR on independent momentum.

What this means for $BETA

Neutral — Beta Technologies' eVTOL electric aircraft development is driven by FAA certification timelines and commercial urban air mobility adoption; no meaningful exposure to defense budget procurement cycles.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+4.7%YTD
+14.1%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 $-0.58

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$46.9M$32.9M – $54.9M-$2.25-$2.30 – -$2.165
FY27$329.2M$231.2M – $385.7M-$2.28-$2.30 – -$2.265
FY28$921.4M$400.1M – $1.1B-$2.00-$2.51 – -$1.367
FY29$2.0B$1.4B – $2.3B-$1.35-$1.65 – -$0.833
FY30$3.4B$2.4B – $4.0B$0.28$0.17 – $0.345

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.1.4×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.34%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.+8.7%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.+8.0%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 today2.5% 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.β1.985-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.

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

Recent news

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

Bank of America Corp DE Has $5.12 Million Position in BETA Technologies Inc $BETAdefenseworld.net·12d ago79,032 Shares in BETA Technologies Inc $BETA Acquired by Bank of New York Mellon Corpdefenseworld.net·27d agoBETA Technologies, Inc. (BETA) Q2 2026 Earnings Call Transcriptseekingalpha.com·27d agoBETA Technologies Q2 Earnings Call Highlightsmarketbeat.com·27d agoBETA Technologies, Inc. Announces Second Quarter 2026 Resultsbusinesswire.com·28d ago

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Voices on X · top 14 · 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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