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BNBNAI

Brand Engagement Network, Inc.

$BNAI·$72M·Software - Infrastructure·Technology
$10.57-1.3%YTD+441.6%1Y+231.3%
Mentions · last 7 days
2026-08-28: 1 posts2026-08-29: 0 posts2026-08-30: 0 posts2026-08-31: 4 posts2026-09-01: 4 posts2026-09-02: 5 posts2026-09-03: 1 posts16
Price updated 9h ago·X counts updated 1d ago
BNBNAI
$BNAIBrand Engagement Network, Inc.
$10.57-1.31%16 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BNAI, 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.

Too early to tellSelling offAI verdict · as of 2026-09-03

Falling on heavy selling — points lower unless it turns around.

Brand Engagement Network with essentially zero revenue but a 442% YTD move and continued warrant activity.

Brand Engagement Network is a nano-cap conversational-AI operator whose commercial base is essentially zero and whose equity has run sharply higher despite fundamentals that do not yet exist to back the move.

  • Market cap is only about $95M with the stock at $10.59, up 442% year-to-date and 251% over the last twelve months, so essentially all of the current equity value reflects the AI-narrative rerating.
  • Price-to-earnings is around -12 with operating margin near -32% and free cash flow yield about -6%, indicating a business that cannot self-fund.
  • The last four earnings prints beat consensus by 4% to 58% on burn against thin sell-side coverage.
  • The stock is at 11% of its 52-week range, roughly 24% below the 50-day and 47% below the 200-day moving averages on below-average volume with a low beta of 0.40, a coiled distressed configuration.

The INTERVENT International joint venture for INTERVENT Health AI plus Russell 2000/3000 inclusion, SKYE AI reseller agreement, and $5.3M first-half revenue from recently acquired operations frame the operational catalysts, and into Q3 earnings on 2026-11-13 the important question is whether disclosed revenue traction exceeds the persistent dilution from warrant exercises.

Agrees with X sentimentX captures the joint venture, Russell inclusion, and reseller agreement accurately; the milestones are real but the fundamentals do not yet exist to back them up.

What to watch: Q3 earnings on 2026-11-13 for AI-platform revenue traction, INTERVENT joint venture progress, cash runway update, and any additional warrant exercises or capital raises.

On the calendar: 2026-11-13 — Q3 earnings

heavy dilution

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-06-16

Brand Engagement Network signs a 50/50 joint venture with INTERVENT International for INTERVENT Health AI, an AI-powered healthcare engagement platform built on more than two million telehealth coaching interactions. The company is also added to the Russell 2000 and Russell 3000 and announces a definitive Reseller Agreement giving SKYE AI exclusive enterprise distribution via Accelevate Solutions. Sentiment skews uniformly to milestone-driven accumulation.

Read the AI verdict + X sentiment for $BNAI

  • 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.

Builds AI-powered conversational assistants for customer engagement and analytics across enterprise verticals.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $BNAI.

Software - Infrastructure · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $BNAI

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Builds AI-powered conversational assistants for customer engagement and analytics across enterprise verticals.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-2.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-12.0How 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
-130%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
-32.0%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
-5.6%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
291.7Same 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
-162%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
-10.5%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 14, 2026$-0.49$-0.80+38.8%
Q1 2026May 15, 2026$-0.51$-1.20+57.5%
Q1 2026Apr 21, 2026$-0.70$-1.40+50.0%
Q3 2025Nov 25, 2025$-0.60$-1.40+57.1%
Next earningsFri, Nov 13·consensus EPS $-0.57

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$104K+943.1%-949%-3196%$-0.51$-3.7M
Q4 FY25$200K—-994%-1665%$-0.70$819K
Q3 FY25$60K+20.2%100%-3853%$-0.59$-550K
Q2 FY25$5K—-19398%-56506%$0.21$-2.6M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.7M$4.7M – $4.7M-$2.42-$2.42 – -$2.421
FY27$10.0M$10.0M – $10.0M-$2.03-$2.03 – -$2.031
FY28$16.5M$16.5M – $16.5M-$1.37-$1.37 – -$1.371

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.0.4×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.11%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.-22.1%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.-47.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 4.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β0.405-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-KUnregistered equity saleJul 248-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

BNAI filed an 8-K under Reg FD (Item 7.01), disclosing material non-public information simultaneously to all investors. This is typically an investor presentation, conference slides, or press release furnished as an exhibit. Reg FD filings ensure equal access to information for all investors; the substantive data is in the attached exhibit.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

Brand Engagement Network appointed Christian Unterseer, founder of Cataneo, to its board of directors. Unterseer brings expertise in brand and customer engagement technology directly relevant to BEN's AI-driven customer interaction platform, adding strategic depth as the company works to commercialize its AI product suite.

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change
AI summary

Brand Engagement Network Inc. formalized a three-year employment agreement with CEO Tyler Luck, effective June 1, 2026, running through June 1, 2029, with a base salary of $360,000 payable on the company's regular schedule. Luck has served as CEO since September 2025; this agreement replaces terms from his prior role as Chief Product Officer. The company may terminate only for Good Cause, with a severance provision of at least the longer of the remaining contract term or one year. Routine CEO contract formalization providing retention stability through mid-2029; no material financial impact.

8-K/AAcquisition completed (amended)Jul 18-K/A — Item 2.01: Acquisition completed
AI summary

Brand Engagement Network Inc. (BNAI) filed an 8-K/A to correct the number of common shares included in the aggregate purchase price for its June 30, 2026 acquisition of Cataneo GmbH, a German AI company, from Christian Unterseer and CUTV GmbH. All other terms and disclosures from the original June 30, 2026 8-K remain unchanged; the amendment restates only Item 2.01. The share count correction is administrative but indicates the original disclosure contained an error in deal consideration.

8-KAcquisition completedJun 308-K — Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Brand Engagement Network (BNAI) completed the acquisition of Cataneo GmbH, a German AI company, on June 30, 2026, for total consideration of $19.5M ($9M cash plus 250,792 shares at $37.88 per share). Cataneo reported €8,636,708 in revenue for fiscal year 2025; the acquisition was funded through equity sales. This bolt-on deal adds European AI capabilities to a small-cap U.S. AI firm and is dilutive to existing shareholders.

8-KUnregistered equity saleJun 298-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Brand Engagement Network disclosed Q2 2026 unregistered share issuances from equity and warrant exercises under the Section 4(a)(2) exemption, alongside context around the Cataneo GmbH acquisition. This companion 8-K to the acquisition announcement provides transparency on the share issuances used to fund the Cataneo deal consideration.

8-KUnregistered equity saleJun 178-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Brand Engagement Network Inc. (BNAI) filed an 8-K (Items 3.02, 7.01) dated June 15, 2026, reporting a reduction of shareholders' rights (Item 3.02) and furnishing Reg FD materials. Item 3.02 typically signals an amendment to rights provisions, anti-takeover measures, or conversion/redemption of rights. The filing also involves both common stock and redeemable warrants ($11.50 exercise price). This is potentially material for warrant holders and common shareholders as it modifies existing shareholder rights.

8-KMaterial agreementJun 98-K — Item 1.01: Material agreement
AI summary

Brand Engagement Network Inc. (BEN) entered into definitive agreements on June 8, 2026 to form INTERVENT Health AI, Inc., a 50/50 joint venture with INTERVENT International, LLC, incorporated in Delaware, to develop and commercialize AI-powered health coaching solutions combining BEN's conversational AI platform (via subsidiary SKYE AI USA, LLC) with INTERVENT's clinically validated health coaching methodologies and proprietary healthcare datasets. Key terms: 5-year exclusive North American commercialization arrangement with SKYE (subject to performance milestones); proposed non-exclusive international reseller arrangements (Latin America, Africa) with the JV receiving 50% of gross revenues; BEN/SKYE entitled to 35% of JV North American software and services revenues. This is a material strategic expansion into health AI that opens new revenue streams for BEN, though the JV is early-stage and dependent on achieving agreed performance milestones.

+ 26 other (10 8-Ks · 5 13Gs · 3 Ds · 2 routine 8-Ks) in window

Recent news

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

Brand Engagement Network Q2 Earnings Call Highlightsmarketbeat.com·16d agoBrand Engagement Network Provides Second Quarter Updateprnewswire.com·22d agoSkye Africa Intelligence and ECSA-HC Sign Memorandum of Understanding to Scale AI-Enabled Health Solutionsprnewswire.com·31d agoBrand Engagement Network's Newly Acquired Operations Deliver $5.3 Million in First-Half 2026 Revenueprnewswire.com·40d agoBrand Engagement Network Expands Cataneo into U.S. Market Following Acquisitionprnewswire.com·54d ago

In themes

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

Agentic AI & Enterprise Software

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Voices on X · last 7 days

No standout posts about $BNAI on X in the last 7 days.

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