Beam Global (BEEM)

NASDAQInformation TechnologySolarSnapshot 2026-10-23

$0.91-2.28%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Beam Global’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	7.85M
EPS	—	-0.14
Annual ending 2026-12-31
Revenue	—	26.77M
EPS	—	-0.76
Annual ending 2027-12-31
Revenue	—	35.93M
EPS	—	-0.607

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Reduce losses and improve earnings per share	A primary condition in Beam Global's published investment case. The stated target is EPS loss narrows to less than -$0.50 by FY27.	Improving	EPS loss worsens or stays below -$0.85 in FY26	Diluted EPS: $-0.14 per share FY2026-Q2; GAAP. Published target: EPS loss narrows to less than -$0.50 by FY27. Target period is not explicitly aligned with this observation. Source published Aug 19, 2026-0.14 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Effective lease management for headquarters and facilities	A supporting condition in Beam Global's published investment case. The stated target is Manage leases without costly terminations or disruptions in FY26.	Improving	lease terminations or disruptions increase in FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue growth supported by backlog and quarterly gains	A primary condition in Beam Global's published investment case. The stated target is >0% revenue growth next 4 quarters.	Improving	revenue growth falls below -6.5% next year	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	2 / 2
2026-07-25	Unavailable	Unavailable	2 / 2
2026-07-26	Unavailable	Unavailable	2 / 2
2026-07-27	Unavailable	Unavailable	2 / 2
2026-07-28	Unavailable	Unavailable	2 / 2
2026-07-29	Unavailable	Unavailable	2 / 2
2026-07-30	Unavailable	Unavailable	2 / 2
2026-07-31	Unavailable	Unavailable	2 / 2
2026-08-01	Unavailable	Unavailable	2 / 2
2026-08-02	Unavailable	Unavailable	2 / 2
2026-08-03	Unavailable	Unavailable	2 / 2
2026-08-04	Unavailable	Unavailable	2 / 2
2026-08-05	Unavailable	Unavailable	2 / 2
2026-08-06	Unavailable	Unavailable	2 / 2
2026-08-07	Unavailable	Unavailable	2 / 2
2026-08-08	Unavailable	Unavailable	2 / 2
2026-08-09	Unavailable	Unavailable	2 / 2
2026-08-10	Unavailable	Unavailable	2 / 2
2026-08-11	Unavailable	Unavailable	2 / 2
2026-08-12	Unavailable	Unavailable	2 / 2
2026-08-13	Unavailable	Unavailable	2 / 2
2026-08-14	Unavailable	Unavailable	2 / 2
2026-08-15	Unavailable	Unavailable	2 / 2
2026-08-16	Unavailable	Unavailable	2 / 2
2026-08-17	Unavailable	Unavailable	2 / 2
2026-08-18	Unavailable	Unavailable	2 / 2
2026-08-19	Unavailable	Unavailable	2 / 2
2026-08-20	Unavailable	Unavailable	2 / 2
2026-08-21	Unavailable	Unavailable	2 / 2
2026-08-22	Unavailable	Unavailable	2 / 2
2026-08-23	Unavailable	Unavailable	2 / 2
2026-08-24	Unavailable	Unavailable	2 / 2
2026-08-25	Unavailable	Unavailable	2 / 2
2026-08-26	Unavailable	Unavailable	2 / 2
2026-08-27	Unavailable	Unavailable	2 / 2
2026-08-28	Unavailable	Unavailable	2 / 2
2026-08-29	Unavailable	Unavailable	2 / 2
2026-08-30	Unavailable	Unavailable	2 / 2
2026-08-31	Unavailable	Unavailable	2 / 2
2026-09-01	Unavailable	Unavailable	2 / 2
2026-09-02	Unavailable	Unavailable	2 / 2
2026-09-03	Unavailable	Unavailable	2 / 2
2026-09-04	Unavailable	Unavailable	2 / 2
2026-09-05	Unavailable	Unavailable	2 / 2
2026-09-06	Unavailable	Unavailable	2 / 2
2026-09-07	Unavailable	Unavailable	2 / 2
2026-09-08	Unavailable	Unavailable	2 / 2
2026-09-09	Unavailable	Unavailable	2 / 2
2026-09-10	Unavailable	Unavailable	2 / 2
2026-09-11	Unavailable	Unavailable	2 / 2
2026-09-12	Unavailable	Unavailable	2 / 2
2026-09-13	Unavailable	Unavailable	2 / 2
2026-09-14	Unavailable	Unavailable	2 / 2
2026-09-15	Unavailable	Unavailable	2 / 2
2026-09-16	Unavailable	Unavailable	2 / 2
2026-09-17	Unavailable	Unavailable	2 / 2
2026-09-18	Unavailable	Unavailable	2 / 2
2026-09-19	Unavailable	Unavailable	2 / 2
2026-09-20	Unavailable	Unavailable	2 / 2
2026-09-21	Unavailable	Unavailable	2 / 2
2026-09-22	Unavailable	Unavailable	2 / 2
2026-09-23	Unavailable	Unavailable	2 / 2
2026-09-24	Unavailable	Unavailable	2 / 2
2026-09-25	Unavailable	Unavailable	2 / 2
2026-09-26	Unavailable	Unavailable	2 / 2
2026-09-27	Unavailable	Unavailable	2 / 2
2026-09-28	Unavailable	Unavailable	2 / 2
2026-09-29	Unavailable	Unavailable	2 / 2
2026-09-30	Unavailable	Unavailable	2 / 2
2026-10-01	Unavailable	Unavailable	2 / 2
2026-10-02	Unavailable	Unavailable	2 / 2
2026-10-03	Unavailable	Unavailable	2 / 2
2026-10-04	Unavailable	Unavailable	2 / 2
2026-10-05	Unavailable	Unavailable	2 / 2
2026-10-06	Unavailable	Unavailable	2 / 2
2026-10-07	Unavailable	Unavailable	2 / 2
2026-10-08	Unavailable	Unavailable	2 / 2
2026-10-09	Unavailable	Unavailable	2 / 2
2026-10-10	Unavailable	Unavailable	2 / 2
2026-10-11	Unavailable	Unavailable	2 / 2
2026-10-12	Unavailable	Unavailable	2 / 2
2026-10-13	Unavailable	Unavailable	2 / 2
2026-10-14	Unavailable	Unavailable	2 / 2
2026-10-15	Unavailable	Unavailable	2 / 2
2026-10-16	Unavailable	Unavailable	2 / 2
2026-10-17	Unavailable	Unavailable	2 / 2
2026-10-18	Unavailable	Unavailable	2 / 2
2026-10-19	Unavailable	Unavailable	2 / 2
2026-10-20	Unavailable	Unavailable	2 / 2
2026-10-21	Unavailable	Unavailable	2 / 2
2026-10-22	Unavailable	Unavailable	2 / 2
2026-10-23	Unavailable	Unavailable	2 / 2
2026-10-24	Unavailable	Unavailable	2 / 2

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	4	1
2026-06-01	4	1
2026-07-01	3	1
2026-08-01	3	1
2026-09-01	3	1
2026-10-01	2	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 2 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Reduce losses and improve earnings per shareDiluted EPS: $-0.14 per share
Effective lease management for headquarters and facilitiesDirect metric needs a verified mapping
Revenue growth supported by backlog and quarterly gainsDirect metric needs a verified mapping

Next proof point

Nov 13, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.9%Typical daily move · historical

Downside history

-49.1%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Beam Global outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

BEEM is a speculative growth business, not a proven compounder, because it remains loss-making and carries elevated risk. The multi-year view is on watch: management has made progress on several priorities, but recent financial performance is well below its industry cohort.

What's priced into Beam Global

The valuation evidence is mixed: one measure points to BEEM being cheap versus peers, while another shows a 21% premium, with low confidence in the model. The expectations gap is negative, suggesting expectations are ahead of what current evidence supports; priced-in fragility is low, but that does not resolve the underlying execution risk.

What the fundamentals likely do

Near term, revenue growth, higher international sales, lower operating expenses, and improved gross margin show progress on management priorities, though margin results remain mixed and the business is still loss-making. The next results carry meaningful uncertainty, and risk recently moved from moderate to elevated; the evidence also notes recent acquisition announcements and an equity-securities event.

What Beam Global hinges on

Over the next few quarters, the thesis depends on whether revenue growth and diversification can continue while margins improve enough to support better financial performance. A guidance cut would weaken the case, while easier interest rates or stronger results from sector bellwethers could provide a supportive backdrop, but would not establish that BEEM’s own execution is on track.