BETA BETA Technologies, Inc.

bullish track record → $15.68 +0.39 (+2.5%)
Get emailed when BETA changes direction
Mkt Cap $4B 52wk $13.43 - $39.50 Earnings 2026-05-12 53d ago
Insider buying: $98,997,687 bought by 15 insiders (30d)
Est. revisions: -62.0%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -3.4)

Factor Model

net -3.4 6.4 / 10
Est. Revisions
-1.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
-0.5

Jefferies Buy rating, three concrete eVTOL catalysts ahead

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.

Jefferies upgraded BETA to Buy from Hold on February 11, betting on attractive valuation and three near-term catalysts: DOT-FAA eVTOL awards in March, motor certification in H1 2026, and a $1 billion motor contract already locked in with Eve Holding. BETA's partnership with Surf Air Mobility and Hawaii's Department of Transportation—submitted for the federal eIPP (Electric Vertical Takeoff and Landing Integration Pilot Program) in January—provides real-world validation for its ALIA aircraft in cargo operations. The company is moving from hype to regulatory milestones with measurable execution risks ahead.

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.

Evidence

7d ago Goldman Sachs main BETA: Buy → Buy
14d ago Insider buy by KAMEN DEAN L. PH.D. (BETA): $1,700,000
14d ago Insider buy by DAVIS CHARLES A. (BETA): $97,000,017
14d ago Insider buy by CUETO HERMAN (BETA): $141,678
14d ago Insider buy by MCCONVILLE JAMES (BETA): $34,000
14d ago Insider buy by DUNKIEL BRIAN (BETA): $51,000
14d ago Insider buy by CHURCHILL DAVID LAWRENCE PH.D. (BETA): $51,000
14d ago Insider buy by HUNTER MARK WILLIAM (BETA): $19,992
5 older signals
31d ago What Offers BETA Technologies (BETA) Multiple Avenues For Long-Term Growth?
49d ago BETA Technologies, Starfighters Space And Other Big Stocks Moving Lower In Monday's Pre-Market Session
53d ago Jefferies Upgrades BETA Technologies, Inc. (BETA) to Buy
53d ago Jefferies Upgrades BETA Technologies, Inc. (BETA) to Buy
63d ago Jefferies Upgrades BETA Technologies, Inc. (BETA) to Buy
Fundamentals & Data ▾
BETA Technologies, Inc. Industrials · Aerospace & Defense
Mkt Cap
$4B
52w Range
$13.43 - $39.50
Short Interest
6.2M 4.68%
Days to Cover
3.1 +202%
Technicals downtrend
from 52w Hi
-16.3%
1w return
-15.3%
Insiders
mixed 0B / 0S
Analysts
mixed
EPS Estimate
$-0.74 -62.0% 30d 0up / 2dn
Est. Dispersion
0% 1 analysts
Analyst Target
$35 $29 - $40
Options P/C
0.42
Insider Cluster
strong buy 7B / 0S (officer)
Fund Convergence
moderate Citadel, Soros
Financials
Revenue
$11M
FCF
$-104M
Gross Margin
62%
Op Margin
-1210%
Momentum: decelerating
Top Holders
Citadel $32M
Soros $8M
Recent Filings & Data
insider trade 35
net buying · $98,997,687 bought
15 insiders · 35 transactions (30d)
Recent transactions
DONOVAN SEAN · award
KAMEN DEAN L. PH.D. · award
DAVIS CHARLES A. · award
ROTHBLATT MARTINE A · award
SLATTERY JOHN S · award
CUETO HERMAN · award
MCCONVILLE JAMES · award
STONE MICHAEL ROBERT · award
CLARK KYLE · award
DUNKIEL BRIAN · award
CHURCHILL DAVID LAWRENCE PH.D. · award
HUNTER MARK WILLIAM · award
DONOVAN SEAN · award
DUNKIEL BRIAN · exercise · $38,098
SLATTERY JOHN S · award
CUETO HERMAN · award
CLARK KYLE · award
DUNKIEL BRIAN · award
CHURCHILL DAVID LAWRENCE PH.D. · award
DONOVAN SEAN · award
KAMEN DEAN L. PH.D. · buy · $1,700,000
DAVIS CHARLES A. · buy · $97,000,017
TPG GP A, L.L.C. · other
CUETO HERMAN · buy · $141,678
TPG GP A LLC · other
MCCONVILLE JAMES · buy · $34,000
DUNKIEL BRIAN · buy · $51,000
CHURCHILL DAVID LAWRENCE PH.D. · buy · $51,000
HUNTER MARK WILLIAM · buy · $19,992
ABELE JOHN E · award
CUETO HERMAN · award
CLARK KYLE · award
DUNKIEL BRIAN · award
CHURCHILL DAVID LAWRENCE PH.D. · award
HUNTER MARK WILLIAM · award
13 signals · latest 7d ago

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