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BETA Stock Analysis - BETA Technologies, Inc. AI Rating

BETA NYSE Aircraft DE CIK: 0001784570
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
AI Rating
STRONG SELL
92% Confidence

📊 BETA Key Takeaways

Revenue: $35.6M
Net Margin: -2,094.2%
Free Cash Flow: $-313.2M
Current Ratio: 22.77x
Debt/Equity: 0.10x
EPS: $-12.85
AI Rating: STRONG SELL with 92% confidence

Investment Thesis

BETA Technologies is a pre-revenue aircraft manufacturer burning substantial capital with negative operating margins exceeding -1000%, losing $745.9M on just $35.6M in revenue. While the company maintains a strong cash position of $1.7B and excellent liquidity, current operational losses are unsustainable and cash burn could exhaust reserves within 5-7 years at present rates, requiring successful commercialization to avoid insolvency.

BETA Strengths

  • + Exceptional cash position of $1.7B provides multi-year runway for development
  • + Strong liquidity metrics with 22.77x current ratio indicating no near-term solvency risk
  • + Revenue growing 136% YoY demonstrates emerging market demand for product
  • + Conservative debt structure with 0.10x debt-to-equity ratio and $185.5M long-term debt
  • + High gross margin of 72.2% suggests viable unit economics if scale is achieved

BETA Risks

  • ! Operating losses of $372.7M far exceed revenue of $35.6M indicating massive unprofitable operations
  • ! Negative free cash flow of -$313.2M annually will deplete cash reserves in 5-7 years without profitability inflection
  • ! Net margin of -2094% demonstrates company is nowhere near operational viability or profitability
  • ! Aircraft manufacturing is capital-intensive with long development cycles and execution risk
  • ! 14 insider Form 4 filings in 90 days suggest potential insider selling or equity structure changes
  • ! Pre-commercialization risk typical of aircraft startups with high probability of failure if product does not achieve market traction

Key Metrics to Watch

BETA Financial Metrics

Revenue
$35.6M
Net Income
$-745.9M
EPS (Diluted)
$-12.85
Free Cash Flow
$-313.2M
Total Assets
$2.1B
Cash Position
$1.7B

💡 AI Analyst Insight

Strong liquidity with a 22.77x current ratio provides a solid financial cushion.

BETA Profitability Ratios

Gross Margin 72.2%
Operating Margin -1,046.3%
Net Margin -2,094.2%
ROE -41.0%
ROA -35.4%
FCF Margin -879.5%

BETA vs Default Sector

How BETA Technologies, Inc. compares to Default sector averages

Net Margin
BETA -2,094.2%
vs
Sector Avg 12.0%
BETA Sector
ROE
BETA -41.0%
vs
Sector Avg 15.0%
BETA Sector
Current Ratio
BETA 22.8x
vs
Sector Avg 1.8x
BETA Sector
Debt/Equity
BETA 0.1x
vs
Sector Avg 0.7x
BETA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BETA Balance Sheet & Liquidity

Current Ratio
22.77x
Quick Ratio
22.77x
Debt/Equity
0.10x
Debt/Assets
13.7%
Interest Coverage
N/A
Long-term Debt
$185.5M

BETA 5-Year Financial Trend

BETA 5-year financial data: Year 2025: Revenue $35.6M, Net Income -$175.6M, EPS $-4.50.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BETA Technologies, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-4.50 indicates the company is currently unprofitable.

BETA Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-879.5%
Free cash flow / Revenue

BETA Quarterly Performance

Quarterly financial performance data for BETA Technologies, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $3.1M -$75.1M $-1.81

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BETA Capital Allocation

Operating Cash Flow
-$267.8M
Cash generated from operations
Capital Expenditures
$45.4M
Investment in assets
Dividends
None
No dividend program

BETA SEC Filings

Access official SEC EDGAR filings for BETA Technologies, Inc. (CIK: 0001784570)

📋 Recent SEC Filings

Date Form Document Action
Mar 9, 2026 10-K bta-20251231.htm View →
Mar 9, 2026 8-K bta-20260309.htm View →
Feb 19, 2026 8-K bta-20260218.htm View →
Feb 3, 2026 4 xslF345X05/ownership.xml View →
Feb 3, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about BETA

What is the AI rating for BETA?

BETA Technologies, Inc. (BETA) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BETA's key strengths?

Exceptional cash position of $1.7B provides multi-year runway for development. Strong liquidity metrics with 22.77x current ratio indicating no near-term solvency risk.

What are the risks of investing in BETA?

Operating losses of $372.7M far exceed revenue of $35.6M indicating massive unprofitable operations. Negative free cash flow of -$313.2M annually will deplete cash reserves in 5-7 years without profitability inflection.

What is BETA's revenue and growth?

BETA Technologies, Inc. reported revenue of $35.6M.

Does BETA pay dividends?

BETA Technologies, Inc. does not currently pay dividends.

Where can I find BETA SEC filings?

Official SEC filings for BETA Technologies, Inc. (CIK: 0001784570) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BETA's EPS?

BETA Technologies, Inc. has a diluted EPS of $-12.85.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-12-31 | Powered by Claude AI