BETA Earnings
Tuesday, May 12 2026
EPS Estimate
$-0.74
$-0.74 – $-0.74
Revenue Estimate
$9M
Current Price
$15.29
Our Position
bullishJefferies Buy rating, three concrete eVTOL catalysts ahead
structured data
est. revisions falling
(-1.1pp / 30d)
BETA's three catalysts are sequenced and concrete—not vaporware. An eIPP award in March would unlock federal backing; motor certification in H1 would prove supply-chain execution; Eve's $1 billion contract de-risks the motor business and validates BETA's core technology at scale. Success here signals eVTOL is shifting from R&D to commercial deployment, which could reshape regional aviation.
Watch: March 2026 DOT-FAA eIPP awards will separate winners from losers—federal backing de-risks the entire ecosystem. Monitor H1 motor certification timing closely; delays would flag supply-chain or engineering trouble rippling across all eVTOL OEMs.
Data Signal Summary
2 bullish
2 bearish
Estimates down -62%
Insider buying cluster
Put/call 0.4 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-16.3%
Est. Revisions (30d)
-62.0% 0up/2dn
Analyst Target (mean)
$35 $29–$40 +127%
Options P/C Ratio
0.42
Est. Dispersion
0% 1 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
moderate Citadel, Soros
Recent Activity
insider trades
35 transactions
Award
·
DONOVAN SEAN (Chief Operating Officer)
·35,491 shares
Award
·
KAMEN DEAN L. PH.D. (Director)
·1,071 shares
Award
·
DAVIS CHARLES A. (Director)
·1,071 shares
Award
·
ROTHBLATT MARTINE A (Director)
·1,071 shares
Award
·
SLATTERY JOHN S (Director)
·1,071 shares
30 more
Award
·
CUETO HERMAN
·47,321 shr
Award
·
MCCONVILLE JAMES
·1,071 shr
Award
·
STONE MICHAEL ROBERT
·1,071 shr
Award
·
CLARK KYLE
·208,213 shr
Award
·
DUNKIEL BRIAN
·47,321 shr
Award
·
CHURCHILL DAVID LAWRENCE PH.D.
·48,285 shr
Award
·
HUNTER MARK WILLIAM
·3,785 shr
Award
·
DONOVAN SEAN
·47,321 shr
Exercise
·
DUNKIEL BRIAN
·6,544 shr
·$38,098
Award
·
SLATTERY JOHN S
·203,648 shr
Award
·
CUETO HERMAN
·6,381 shr
Award
·
CLARK KYLE
·265,966 shr
Award
·
DUNKIEL BRIAN
·20,362 shr
Award
·
CHURCHILL DAVID LAWRENCE PH.D.
·55,043 shr
Award
·
DONOVAN SEAN
·53,965 shr
Buy
·
KAMEN DEAN L. PH.D.
·50,000 shr
·$1,700,000
Buy
·
DAVIS CHARLES A.
·2,941,177 shr
·$97,000,017
Other
·
TPG GP A, L.L.C.
·16,395,435 shr
Buy
·
CUETO HERMAN
·4,167 shr
·$141,678
Other
·
TPG GP A LLC
·16,395,435 shr
Buy
·
MCCONVILLE JAMES
·1,000 shr
·$34,000
Buy
·
DUNKIEL BRIAN
·1,500 shr
·$51,000
Buy
·
CHURCHILL DAVID LAWRENCE PH.D.
·1,500 shr
·$51,000
Buy
·
HUNTER MARK WILLIAM
·588 shr
·$19,992
Award
·
ABELE JOHN E
·1,071 shr
Award
·
CUETO HERMAN
·35,491 shr
Award
·
CLARK KYLE
·156,160 shr
Award
·
DUNKIEL BRIAN
·17,982 shr
Award
·
CHURCHILL DAVID LAWRENCE PH.D.
·35,589 shr
Award
·
HUNTER MARK WILLIAM
·946 shr
analyst ratings
1 rating
Goldman Sachs
→Buy
7d ago
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