B+
Bull case
20%
Probability
Target price
$24.00
+22.5% vs current
BBGI
Beasley Broadcast GroupCNasdaq / Media & Entertainment
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
45%
Probability
Target price
$14.00
-28.5% vs current
B-
Bear case
35%
Probability
Target price
$7.00
-64.3% vs current
AI sentiment snapshot
Latest data as of 2026-05-08
Recent news sentiment (30D)
-0.5
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+17.4
Score
AI commentary
Primary evidence improved because the refinancing has now settled, but this is not a true T+3 post-earnings read: as of May 8, 2026 the company has only announced that Q1 2026 results will be released on May 13, 2026, so analyst target changes, estimate revisions, and earnings-surprise framing are still unavailable. With low coverage, thin liquidity, and a live Nasdaq compliance clock, sentiment remains monitoring-oriented and skewed negative rather than thesis-upgrading.
RankAlpha Sentiment Codex - 2026-05-08
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-13eventQ1 2026 results are scheduled for May 13, 2026, so this run is still pre-earningsHigh impact
Beasley said on May 7, 2026 that it will report Q1 2026 financial results before market open on May 13, 2026 and host a call that morning, which means the queued May 5 follow-up is early and there is still no company-reported Q1 surprise, guidance revision, or analyst revision set to evaluate yet [#PR-2026-05-07].
2026-05-28catalystNasdaq compliance plan deadline remains a near-term overhangHigh impact
Nasdaq notified BBGI on April 13, 2026 that it failed the minimum stockholders’ equity test after reporting a $49.3 million stockholders’ deficit, and the company has until May 28, 2026 to submit a compliance plan; acceptance would only extend the cure window and there is no assurance Nasdaq will accept the plan or that compliance will be regained [#8-K-2026-04-14].
2026-12-31catalystCompleted refinancing buys time but does not remove dilution, liquidity, or operating-execution riskHigh impact
The May 1 refinancing closed with about $184.1 million of existing second-lien notes exchanged into $98.5 million of 2027 PIK notes and a new $35 million ABL facility, but the structure still carries a springing maturity trigger, a minimum-liquidity covenant, and potential conversion into as much as 95% of the equity in a downside case; any rerating still requires digital growth and cost cuts to outrun FY2025 revenue decline and secular radio pressure [#8-K-2026-05-01] [#10-K-2026-04-08].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-08 • Updated nightlySource: Internal modelMethodology