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BNBNAI

Brand Engagement Network, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$BNAI·$69M·Software - Infrastructure·Technology
$11.66-3.5%YTD+383.2%1Y+257.4%
Mentions · last 7 days
2026-07-09: 6 posts2026-07-10: 6 posts2026-07-11: 5 posts2026-07-12: 11 posts2026-07-13: 22 posts2026-07-14: 19 posts2026-07-15: 23 posts93+19%
Price updated 2m ago·X counts updated 2d ago
BNBNAI
$BNAIBrand Engagement Network, Inc.
$11.66-3.48%93 posts+19%
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.

Driven by hypeSelling offAI verdict · as of 2026-07-17

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

Brand Engagement Network up 383% YTD but 35% below the 50-day — the tape is breaking against the story.

Brand Engagement Network is a specific AI-powered healthcare and engagement platform whose whole equity thesis is the specific INTERVENT joint venture and Russell-2000-inclusion catalyst path. The stock is up 383% year-to-date but the tape is now breaking.

Where both sides land:

  • The specific commercial catalysts are genuine milestones: 50/50 JV with INTERVENT International for INTERVENT Health AI, Russell 2000 and Russell 3000 inclusion, plus a definitive Reseller Agreement giving SKYE AI exclusive enterprise distribution via Accelevate Solutions.
  • The economics are still deeply broken: 292x TTM sales with -11% gross margin and -32% operating margin — meaning the underlying business is currently in a specific unit-economics gap that requires specific commercial conversion.
  • The tape has broken hard: sitting 35% below the 50-day and 35% below the 200-day at 13% of the 52-week range with volume 73% below average — the specific pattern of active distribution running to completion.
  • The Russell inclusion is a specific liquidity signal but not a fundamental one: index-inclusion drives passive flow but doesn't reset unit economics — meaning the flow benefit is transient while the underlying business has to catch up.

Aug 14 earnings is the trigger. A number confirming specific commercial revenue conversion plus unit-economics improvement extends any bounce; another quarter of losses continues the specific breakdown.

Differs from X sentimentX is bullish on the milestone-driven accumulation, and the specific announcements are real. But the tape has been decisive against the story — sitting 35% below the 50-day means the market is discounting the specific unit-economics gap far more than the corpus is sizing.

What to watch: The Aug 14 print — commercial revenue trajectory, unit-economics improvement, and any JV-related revenue commentary. Above-consensus commercial revenue plus margin improvement bounces the tape; another quarter of losses continues the breakdown.

On the calendar: 2026-08-14 — Q2 earnings

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

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $BNAI

Neutral — Builds AI-powered conversational assistants for customer engagement and analytics across enterprise verticals; limited exposure means the cloud-native adoption and AI security spend despite multiple compression is not a near-term catalyst or headwind.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%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
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%
Q3 2025Oct 10, 2025$-0.70$-1.40+50.0%
Next earningsFri, Aug 14·consensus EPS $-1.20

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$2.5M$2.5M – $2.5M-$4.70-$4.70 – -$4.701
FY27$8.0M$8.0M – $8.0M-$3.60-$3.60 – -$3.601
FY28$27.0M$27.0M – $27.0M-$1.20-$1.20 – -$1.201

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.0.3×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.13%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.-34.6%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.-34.5%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 today4.7% 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-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.

8-KMaterial agreementJun 58-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Brand Engagement Network Inc. (BNAI) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KUnregistered equity saleJun 38-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Brand Engagement Network Inc. (BNAI) disclosed unregistered sales of equity securities under 8-K Item 3.02. The filing covers the issuance of 243,309 shares for proceeds of $0. Unregistered securities are typically sold in private placements under Rule 144A, Regulation D, or Regulation S exemptions, without requiring SEC registration at the time of sale. These transactions are material because they dilute existing shareholders and may result in significant blocks of stock becoming freely tradeable once registration rights are exercised.

+ 28 other (14 8-Ks · 5 13Gs · 4 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 Expands Cataneo into U.S. Market Following Acquisitionprnewswire.com·4d agoBrand Engagement Network Completes Acquisition of Cataneogurufocus.com·17d agoBrand Engagement Network Completes Acquisition of Cataneoprnewswire.com·17d agoBrand Engagement Network, Grupo Skye, and KNOBLOCH Information Group Advance Skye Salud to Phase 2 Clinical Evaluation in Mexicoprnewswire.com·24d agoBrand Engagement Network (NASDAQ: BNAI) Selected for Membership in Russell 3000® and Russell 2000® Indexesprnewswire.com·32d 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.

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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