BEAM

Beam TherapeuticsB

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+1

B+

Bull case

25%

Probability

Target price

$46.00

+58.8% vs current

Most likely

Base case

45%

Probability

Target price

$35.00

+20.9% vs current

B-

Bear case

30%

Probability

Target price

$22.00

-24.0% vs current

AI sentiment snapshot

Latest data as of 2026-05-04

AI commentary

Primary-source newsflow since late February 2026 has remained constructive around runway, BEAM-302 dose selection, and risto-cel publication support. But this scheduled T+1 earnings follow-up appears early: as of May 4, 2026, no Beam Q1 2026 earnings release or earnings 8-K was confirmed on company primary sources, so consensus surprise, guidance changes, and analyst revision signals remain unavailable. BEAM traded around $30.08 at the May 4, 2026 close, down about 2.0% on the day, but that move cannot be cleanly attributed to earnings without a company release. Overall tone stays monitoring-positive rather than upgraded bullish.

RankAlpha Sentiment Codex - 2026-05-04

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-06-30catalystExtended runway reduces near-term financing pressureMedium impact

Beam said the Sixth Street facility provides up to $500 million of non-dilutive capital, that it expects to draw at least $200 million under the facility, and that cash runway extends into mid-2029, which lowers immediate financing overhang while late-stage programs advance [#PR-2026-02-24][#10-K-2026-02-24].

2026-09-30eventBEAM-302 pivotal expansion is the clearest medium-term value inflectionHigh impact

On March 25, 2026, Beam selected 60 mg as the optimal biological dose for BEAM-302, reported all patients in that cohort durably above the 11 µM protective AAT threshold, and said the global pivotal cohort is expected to start in the second half of 2026 as part of an accelerated-approval path based on 12-month AAT biomarkers [#PR-2026-03-25].

2026-12-31catalystRisto-cel BLA path remains a larger re-rating setupHigh impact

Beam’s April 1, 2026 update said risto-cel data from 31 patients were published in NEJM, showed no investigator-reported severe VOCs post-engraftment, rapid engraftment, and durable HbF/HbS changes, while management reiterated a U.S. BLA submission as early as year-end 2026 [#PR-2026-04-01].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-04 • Updated nightlySource: Internal modelMethodology