B+
Bull case
25%
Probability
Target price
$44.00
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
BEAM
Beam TherapeuticsANasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$31.00
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$18.00
Analysis reference price unavailable
Analysis 2026-08-14 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-14
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+92.1
Score
AI commentary
The Q2 company update was operationally constructive, but this remains a milestone-driven monitoring thesis rather than an earnings-surprise thesis. The packet confirms the company source and major program milestones [#SEC-8K-2026-08-04], while trusted Q2 EPS/revenue surprise data, analyst revisions, target changes, and an isolated post-print price reaction are unavailable. Social coverage is absent; recent headlines are mixed because of secondary legal-dispute reporting.
RankAlpha Sentiment Codex - 2026-08-14
Open post-earnings memoEvidence flagged
later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-08-04catalystQ2 execution and extended cash runwayMedium impact
Beam's Q2 2026 update confirmed first-patient dosing in the global pivotal BEAM-302 cohort, completed adult and adolescent BEACON dosing, cleared the BEAM-304 IND, and ended the quarter with $1.2 billion in cash, cash equivalents and marketable securities; management expects runway into mid-2029 [#SEC-8K-2026-08-04].
2026-11-12eventBEAM-302 updated clinical data at ERSHigh impact
Updated BEAM-302 Phase 1/2 data were selected for a late-breaking oral presentation at the European Respiratory Society Congress, scheduled for September 5-9, 2026 [#SEC-8K-2026-08-04].
2026-12-31catalystRisto-cel data and potential BLA submissionHigh impact
Dosing is complete for adult and adolescent patients in the BEACON trial; Beam expects updated data by year-end 2026 and a U.S. BLA submission as early as year-end 2026 [#SEC-8K-2026-08-04].
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-14 • Updated nightlySource: Internal modelMethodology