BETA · Beta Technologies, Inc.

NEW YORK STOCK EXCHANGE, INC. - Real Time Price • USD

BETA Technologies Inc (BETA)

NEW YORK STOCK EXCHANGE, INC. Aerospace & Defense
Options chain →
$22.19 +1.38 (+6.63%)
Market open
DAY'S RANGE $22.19
$20.94 $22.57
52-WEEK RANGE $22.19
$13.43 $39.50

What's happening

  • BETA is up 6.63% today, trading at $22.19. — Live quote
  • Volume today (134,154) is well below its 3-month average of 1,763,930. (Finnhub fundamentals)
  • Last quarter's EPS missed estimates: $-0.57 actual vs. $-0.56 estimated (-2.5%). (Finnhub earnings history)

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$5.19B
P/E (TTM1)
EPS2 (TTM)$-7.70
Div Yield
Beta33.08
Volume134,154
Open20.94
Prev Close20.81
Bid / Ask18.86 / 25.53
Next Earnings 2026-12-02

Analyst Recommendations

Strong buy 6 Buy 7 Hold 1 Sell 0 Strong sell 0

Aggregate ratings for 2026-09-01 (14 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
BETA -21.30%
vs S&P 500 -34.25%
6-MONTH RETURN
BETA +14.97%
3-MONTH RETURN
BETA +22.45%

Valuation Measures & Ratios

Enterprise Value4$3.90B
Forward P/E5
PEG Ratio6
Price / Sales (TTM1)115.82
Price / Book72.39
EV4 / Revenue
EV4 / EBITDA
Profit Margin-1913.91%
Operating Margin-1129.31%
Return on Equity (ROE8)-57.71%
Return on Assets (ROA9)-48.20%
Avg Volume (3M)1,763,930
Quarterly history (3 periods)
Measure Jun '26Mar '26Sep '25
Market cap $3.89B $3.39B
P/E -4.93 -4.73
Price/Sales 98.07 98.07
Price/Book 2.41 1.97
EV/Revenue 65.41 57.49
EV/EBITDA -6.07 -5.71
ROE -48.83% -41.63%
ROA -40.79% -35.68%

Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.

Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short8,563,980
Change from Prior Settlement+9.43%
% of Float
Days to Cover (Short Ratio)4.03

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

Drag horizontally to zoom into a section; use Reset view to restore all observations.

Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.

Indicators None active

Add lines over the price chart or a panel below it. Your choices are saved on this device.

Starter sets
Trend
Oscillators
Volume/volatility
Loading chart…

Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

  • Latest SEC filing is Form 4, filed 2026-09-03; review it for current changes and risks. SEC EDGAR ↗

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Jun '26Mar '26Sep '25Jun '25Mar '25Sep '24
Revenue $14.7M $10.1M $8.9M $6.0M $9.6M $3.1M
Gross profit $8.0M $5.8M $6.2M $4.8M $7.9M $1.9M
Operating income -$158.1M -$133.0M -$80.6M -$79.3M -$78.0M -$73.0M
Net income -$148.8M -$122.3M -$437.2M -$80.4M -$78.3M -$75.1M
EPS (diluted) $-0.64 $-0.53 $-9.83 $-2.02 $-1.98 $-1.81
EPS (basic) $-0.64 $-0.53 $-9.83 $-2.02 $-1.98 $-1.81

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Total assets $1.93B $2.01B $2.11B $1.07B $666.4M
Total liabilities $318.3M $287.8M $288.4M $279.4M $230.4M
Stockholders' equity $1.62B $1.73B $1.82B $789.9M $293.2M $366.4M $435.9M $196.1M
Total current assets $1.50B $1.62B $1.74B $712.5M $327.3M
Total current liabilities $103.9M $75.9M $76.4M $68.3M $56.6M
Cash & equivalents $1.48B $1.59B $1.71B $687.6M $174.5M $236.6M $301.4M $52.2M

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Operating cash flow -$74.9M -$95.4M -$84.4M -$68.8M -$56.3M -$58.3M -$57.4M -$165.3M
Investing cash flow -$41.1M -$24.2M -$19.7M -$12.6M -$5.5M -$6.2M -$17.5M -$51.3M
Financing cash flow $6.1M -$1.2M $1.13B $596.0M $2.6M -$310.0K $324.0M $15.3M
Free cash flow -$116.0M -$119.5M -$104.2M -$81.8M -$62.3M -$64.9M -$79.2M -$216.9M
Capital expenditures $41.1M $24.2M $19.8M $13.0M $6.0M $6.7M $21.8M $51.7M
Depreciation & amortization $6.3M $6.2M $11.5M $5.8M $5.4M $5.1M $16.5M $3.9M

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding BETA as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Source: Business Quant SEC Form 13F · report period 2026-06-30 · 31 filers

Held by These Filers46.9%
Shares Outstanding231,977,950
FilerSharesValue% OutQtr ChangeFiled
FMR LLC 33,338,140 $558.4M 14.37% +0.5% 2026-08-13
General Electric Co 20,310,407 $340.2M 8.76% +0.0% 2026-07-23
TPG GP A, LLC 16,395,435 $274.6M 7.07% +0.0% 2026-08-14
Amazon Com Inc 11,753,896 $196.9M 5.07% +0.0% 2026-08-06
BlackRock, Inc. 2,930,242 $49.1M 1.26% +5.5% 2026-08-07
State Street Corp 2,576,444 $43.2M 1.11% +22.6% 2026-08-07
T. Rowe Price Investment Management, Inc. 2,272,421 $38.1K 0.98% +4.6% 2026-08-14
VANGUARD PORTFOLIO MANAGEMENT LLC 1,895,677 $31.8M 0.82% +40.6% 2026-06-30
HITE Hedge Asset Management LLC 1,892,275 $31.7M 0.82% -0.3% 2026-08-13
VANGUARD CAPITAL MANAGEMENT LLC 1,820,798 $30.5M 0.78% +30.2% 2026-06-30
Empire Life Investments Inc. 1,337,839 $22.4M 0.58% +0.0% 2026-07-24
NORGES BANK 1,249,598 $20.9M 0.54% +0.0% 2026-08-12
MASTERS CAPITAL MANAGEMENT LLC 1,028,200 $17.2M 0.44% +46.9% 2026-08-14
Liberty Street Advisors, Inc. 999,202 $16.7M 0.43% +0.0% 2026-08-06
MILLENNIUM MANAGEMENT LLC 971,297 $16.3M 0.42% +1757.0% 2026-08-14
Clearbridge Investments, LLC 890,249 $14.9M 0.38% +22.8% 2026-08-10
CITADEL ADVISORS LLC 872,324 $14.6M 0.38% +4.6% 2026-08-14
GEODE CAPITAL MANAGEMENT, LLC 795,558 $13.3M 0.34% +6.8% 2026-08-12
ADAGE CAPITAL PARTNERS GP, L.L.C. 672,505 $11.3M 0.29% -57.5% 2026-08-14
Morgan Stanley 562,634 $9.4M 0.24% +39.9% 2026-08-11
Invesco Ltd. 478,671 $8.0M 0.21% +8.5% 2026-08-13
Bank Of America Corp /De/ 440,151 $7.4M 0.19% +26.4% 2026-08-14
UBS Group AG 428,900 $7.2M 0.18% +58.5% 2026-08-13
Granahan Investment Management, LLC 422,493 $7.1M 0.18% -2.2% 2026-08-14
AQR CAPITAL MANAGEMENT LLC 416,227 $7.0M 0.18% +0.0% 2026-08-14

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-05-07 to 2026-09-02

Recent transactions

  • Insiders have net sold 605,741 shares over the last 182 days, across 3 purchases and 37 sales.
  • Most recent: Stone Michael Robert (Reporting person) — Open market purchase of 13,125 shares on 2026-09-02.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)43,080 sh(3 txns)
Sales (open market)648,821 sh(37 txns)
Net Shares-605,741

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
Stone Michael RobertReporting personOpen market purchase2026-09-0213,125
Clark KyleSEE REMARKSOpen market sale2026-08-2123,205
Slattery John S.Reporting personGrant / award2026-06-117,142
McConville JamesReporting personGrant / award2026-06-117,142
ABELE JOHN EReporting personGrant / award2026-06-117,142
ROTHBLATT MARTINE AReporting personGrant / award2026-06-117,142
DAVIS CHARLES AReporting personGrant / award2026-06-117,142
Hunter Mark WilliamCHIEF ACCOUNTING OFFICEROpen market sale2026-05-07370
Dunkiel BrianSEE REMARKSOpen market sale2026-05-079,684
Churchill David LawrenceCHIEF TECHNOLOGY OFFICEROpen market sale2026-05-0718,981
Cueto HermanCHIEF FINANCIAL OFFICEROpen market sale2026-05-0718,586

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-09-02Stone Michael RobertReporting personOpen market purchase 13,125$19.19
2026-09-01Stone Michael RobertReporting personOpen market purchase 12,820$19.58
2026-08-21Clark KyleSEE REMARKSOpen market sale 23,205$25.22
2026-08-20Clark KyleSEE REMARKSOpen market sale 30,000$25.26
2026-08-19Clark KyleSEE REMARKSOpen market sale 30,000$26.74
2026-08-18Clark KyleSEE REMARKSOpen market sale 30,000$26.06
2026-08-17Clark KyleSEE REMARKSOpen market sale 30,000$25.08
2026-08-14Clark KyleSEE REMARKSGift 10,000$0.00
2026-08-14Clark KyleSEE REMARKSOpen market sale 17,800$24.66
2026-08-13Clark KyleSEE REMARKSOpen market sale 30,000$25.42
2026-08-12Clark KyleSEE REMARKSOpen market sale 15,000$23.47
2026-08-11Clark KyleSEE REMARKSOpen market sale 17,005$24.46
2026-08-10Clark KyleSEE REMARKSOpen market sale 15,891$24.24
2026-08-07Clark KyleSEE REMARKSOpen market sale 15,000$23.25
2026-07-16Clark KyleSEE REMARKSOpen market sale 5,000$17.52
2026-07-15Clark KyleSEE REMARKSOpen market sale 15,000$18.42
2026-07-14Clark KyleSEE REMARKSOpen market sale 15,000$18.13
2026-07-13Clark KyleSEE REMARKSOpen market sale 15,000$17.48
2026-07-02Clark KyleSEE REMARKSOpen market sale 15,000$17.93
2026-07-01Clark KyleSEE REMARKSOpen market sale 15,000$17.41
2026-06-30Clark KyleSEE REMARKSOpen market sale 15,000$16.60
2026-06-29Clark KyleSEE REMARKSOpen market sale 15,000$16.38
2026-06-26Clark KyleSEE REMARKSOpen market sale 15,000$16.51
2026-06-25Clark KyleSEE REMARKSOpen market sale 15,000$15.79
2026-06-24Clark KyleSEE REMARKSOpen market sale 15,000$15.83
2026-06-23Clark KyleSEE REMARKSOpen market sale 15,000$16.01
2026-06-23Clark KyleSEE REMARKSOpen market sale 15,000$16.01
2026-06-22Clark KyleSEE REMARKSOpen market sale 15,000$15.74
2026-06-22Clark KyleSEE REMARKSOpen market sale 15,000$15.74
2026-06-18Clark KyleSEE REMARKSOpen market sale 15,000$15.78
2026-06-18Clark KyleSEE REMARKSOpen market sale 15,000$15.78
2026-06-17Clark KyleSEE REMARKSOpen market sale 15,000$16.05
2026-06-16Clark KyleSEE REMARKSOpen market sale 15,000$15.89
2026-06-11Stone Michael RobertReporting personGrant / award 7,142$0.00
2026-06-11Slattery John S.Reporting personGrant / award 7,142$0.00
2026-06-11McConville JamesReporting personGrant / award 7,142$0.00
2026-06-11ABELE JOHN EReporting personGrant / award 7,142$0.00
2026-06-11ROTHBLATT MARTINE AReporting personGrant / award 7,142$0.00
2026-06-11DAVIS CHARLES AReporting personGrant / award 7,142$0.00
2026-05-19Stone Michael RobertReporting personOpen market purchase 17,135$14.59
2026-05-07Hunter Mark WilliamCHIEF ACCOUNTING OFFICEROpen market sale 370$18.12
2026-05-07Dunkiel BrianSEE REMARKSOpen market sale 9,684$18.12
2026-05-07Churchill David LawrenceCHIEF TECHNOLOGY OFFICEROpen market sale 18,981$18.12
2026-05-07Churchill David LawrenceCHIEF TECHNOLOGY OFFICEROpen market sale 38$18.12
2026-05-07Clark KyleSEE REMARKSOpen market sale 67,296$18.12
2026-05-07Clark KyleSEE REMARKSOpen market sale 4,965$18.12
2026-05-07Cueto HermanCHIEF FINANCIAL OFFICEROpen market sale 18,586$18.12

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-09-07 19:05 UTC

FiledFormReport periodOfficial filing
2026-09-0342026-09-01 View on SEC.gov →
2026-08-2142026-08-19 View on SEC.gov →
2026-08-1842026-08-14 View on SEC.gov →
2026-08-1442026-08-12 View on SEC.gov →
2026-08-1210-Q2026-06-30 View on SEC.gov →
2026-08-128-K2026-08-12 View on SEC.gov →
2026-08-1142026-08-07 View on SEC.gov →
2026-07-228-K2026-07-14 View on SEC.gov →
2026-07-2042026-07-16 View on SEC.gov →
2026-07-1542026-07-13 View on SEC.gov →
2026-07-0642026-07-01 View on SEC.gov →
2026-07-0142026-06-29 View on SEC.gov →

Headlines about BETA (Beta Technologies, Inc.). Links open the publisher — we don’t host full articles.

SEC filings ↓

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