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BNBNAI

Brand Engagement Network, Inc.

$BNAI·$35M·Software - Infrastructure·Technology
$5.86+13.6%YTD+106.4%1Y+3.8%
Price updated 44m ago·X counts updated 4d ago
BNBNAI
$BNAIBrand Engagement Network, Inc.
$5.86+13.57%42 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BNAI 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.

42X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $BNAI'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 81% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 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 what X is saying about $BNAI

  • 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
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AI verdictAI analysisGenerated by AI from underlying data

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

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

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

Brand Engagement Network up 141% YTD on INTERVENT JV and Russell inclusion — a specific catalyst stack with a thin P&L.

Brand Engagement Network is a small-cap AI-powered conversational-platform company whose 2026 breakout reflects both operational wins and index-inclusion flow. The 141% YTD run has pulled valuation significantly higher.

  • The P&L is literally pre-scale: Q2 revenue was just $104K (growing from near-zero) at a -3,196% operating margin and EPS of -$0.51, with trailing EPS beats of 38.8% and 57.5% on tiny estimates — these are development-stage numbers.
  • The specific catalyst stack is substantive: INTERVENT International 50/50 JV for an AI-powered healthcare engagement platform built on 2M+ telehealth coaching interactions, Russell 2000/3000 inclusion for passive-flow tailwind, Reseller Agreement with SKYE AI for exclusive enterprise distribution, and a $1.05M private placement at a premium to market.

At 6% of its 52-week range despite the +141% YTD and 70% below the 200-day, the setup is coiled on continued catalyst stacking. A specific INTERVENT revenue disclosure plus named additional enterprise customers is the trigger; another all-partnership-no-revenue quarter is the invalidation.

Agrees with X sentimentThe INTERVENT JV, Russell inclusion, and $1.05M premium placement are specific grounded datapoints. The small-microcap earnings-swing cadence is the honest hedge against sizing on this type of name.

What to watch: Nov 13 Q3 earnings — INTERVENT revenue contribution, named enterprise customers, cash runway, and FY27 guide. Named customer plus INTERVENT revenue is the trigger; another non-revenue quarter is the invalidation.

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

event ahead 30dsmall cap ai

Read the AI verdict on $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)
  • 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.

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 — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $BNAI

Partial — Builds AI-powered conversational assistants for customer engagement and analytics across enterprise verticals.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-5.2%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 $-0.66

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-$2.34-$2.34 – -$2.341
FY27$10.0M$10.0M – $10.0M-$1.94-$1.94 – -$1.941
FY28$16.5M$16.5M – $16.5M-$1.31-$1.31 – -$1.311

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.0.6×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.5%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.-47.7%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.-74.8%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 today1.9% 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-KMaterial agreementSep 228-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) entered a Securities Purchase Agreement on September 21, 2026, issuing 123,650 shares of common stock to two Wyoming-based purchasers (BEN Capital Fund I and Joseph Bevash) at $8.50 per share — a 20%+ premium to the $7.07 prior close — for total gross proceeds of $1,051,025. The investment is funded in tranches (initial $150K plus five monthly installments of $180.2K), with 100% warrant coverage at $8.50 per warrant. This is a dilutive small private placement for a micro-cap AI company, meaningful relative to its market cap.

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.

+ 22 other (8 8-Ks · 4 13Gs · 3 earnings 8-Ks · 3 Ds) in window

Recent news

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

Brand Engagement Network Secures $1.05 Million Private Placement at a Premium to Marketprnewswire.com·24d agoBEN Shareholder Skye Africa Intelligence Commissioned to Develop SafariOS Concierge in Tanzaniaprnewswire.com·27d agoSkye Africa Intelligence Commissioned to Develop SafariOS Hospitality Concierge in Tanzaniaprnewswire.com·27d agoBrand Engagement Network (NASDAQ: BNAI) Reports Filing of Cataneo Financial Statements and Provides Business Updategurufocus.com·28d agoBrand Engagement Network (NASDAQ: BNAI) Reports Filing of Cataneo Financial Statements and Provides Business Updateprnewswire.com·28d ago

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Voices on X · last 7 days

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