B+
Bull case
20%
Probability
Target price
$14.00
+28.6% vs current
BODI
BeachbodyDNasdaq / Consumer Services
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$10.50
-3.6% vs current
B-
Bear case
30%
Probability
Target price
$6.00
-44.9% vs current
AI sentiment snapshot
Latest data as of 2026-05-19
Recent news sentiment (30D)
+0.6
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+39.1
Score
AI commentary
Primary-source coverage is strong but narrow: the packet includes the Q1 release and the 10-K, but no post-print analyst revisions or credible social read-through. The print was meaningfully better on profitability, yet the sharp revenue and subscription decline keeps conviction cautious. The latest anchor price of $10.17 is below the packet’s sparse median target of $11.38, but that target is thin and should not overpower the weakening top line.
RankAlpha Sentiment Codex - 2026-05-19
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-12eventQ1 print beat guidance while confirming third straight quarter of profitabilityMedium impact
The May 12 release reported Q1 revenue of $54.3M, operating income of $3.1M, net income of $2.3M, and adjusted EBITDA of $8.0M, and management said revenue, net income, and adjusted EBITDA all exceeded the high end of guidance. That supports the turnaround narrative, but the top line still fell 25% year over year and subscriptions declined. [#8-K-2026-05-12]
2026-06-30catalystQ2 guide implies profitability but a still-smaller revenue baseMedium impact
Management guided Q2 revenue to $46M-$51M and adjusted EBITDA to $3M-$6M, which shows the business can stay profitable but also implies a materially smaller top line than last year. That can cap upside if investors focus on the revenue reset rather than the earnings beat. [#8-K-2026-05-12]
2026-12-31catalystRetail distribution could broaden the nutrition franchise beyond direct-to-consumerHigh impact
The 2025 10-K said the company planned to sell Shakeology in retail for the first time in 2026 and later roll out P90X and INSANITY supplements; the Q1 release reiterated that retail expansion and the nutrition platform are central to the growth plan. If execution holds, wider distribution could broaden the addressable market and improve mix. [#10-K-2026-03-10]
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-19 • Updated nightlySource: Internal modelMethodology