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BETA Technologies, Inc. (BETA) Stock Fundamental Analysis & AI Rating 2026

BETA NYSE Aircraft DE CIK: 0001784570
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
82% Confidence
NEUTRAL
STRONG SELL
92% Conf
HOLD
73% Conf

📊 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
BETA Technologies, Inc. (BETA) receives a SELL rating with 82% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $35.6M, net profit margin of -2,094.2%, and return on equity (ROE) of -41.0%, BETA Technologies, Inc. demonstrates mixed fundamentals in the Automotive sector. Below is our complete BETA stock analysis for 2026.

Is BETA Technologies, Inc. (BETA) a Good Investment?

Claude

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.

ChatGPT

BETA Technologies shows exceptional top-line growth and an unusually strong balance sheet, with $1.71B of cash and very low leverage providing substantial funding capacity. However, the business remains deeply unprofitable, with operating losses more than 10x revenue and heavily negative free cash flow, so the core question is whether revenue can scale much faster than expenses. Fundamentally, this is a well-capitalized but still highly speculative growth story rather than a proven operating business.

Why Buy BETA Technologies, Inc. Stock? BETA Key Strengths

Claude
  • + 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
ChatGPT
  • + Revenue growth is very strong at +136.0% YoY, indicating rising commercial traction
  • + Balance sheet is exceptionally liquid, with $1.71B in cash and 22.77x current and quick ratios
  • + Leverage is low, with debt/equity of 0.10x and liabilities small relative to equity

BETA Stock Risks: BETA Technologies, Inc. Investment Risks

Claude
  • ! 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
ChatGPT
  • ! Operating and net margins are extremely negative, showing the business model is not yet close to self-sustaining
  • ! Free cash flow is deeply negative at -$313.25M, implying continued dependence on the cash balance to fund operations
  • ! Growth quality is uncertain because current revenue remains very small relative to the scale of losses and asset base

Key Metrics to Watch

Claude
  • * Operating cash flow trend and path to positive OCF
  • * Revenue acceleration and gross margin sustainability at scale
  • * Monthly cash burn rate and updated runway calculations
  • * Development milestones and regulatory certifications for aircraft
  • * Production rates and customer order backlog
  • * Capital raise requirements and funding timeline
ChatGPT
  • * Operating cash burn and free cash flow trend relative to the $1.71B cash balance
  • * Revenue scale-up versus operating expense growth, especially operating margin improvement

BETA Technologies, Inc. (BETA) Financial Metrics & Key Ratios

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 Profit Margin, ROE & Profitability Analysis

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 Automotive Sector: How BETA Technologies, Inc. Compares

How BETA Technologies, Inc. compares to Automotive sector averages

Net Margin
BETA -2,094.2%
vs
Sector Avg 6.0%
BETA Sector
ROE
BETA -41.0%
vs
Sector Avg 12.0%
BETA Sector
Current Ratio
BETA 22.8x
vs
Sector Avg 1.2x
BETA Sector
Debt/Equity
BETA 0.1x
vs
Sector Avg 1.0x
BETA Sector

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

Is BETA Technologies, Inc. Stock Overvalued? BETA Valuation Analysis 2026

Based on fundamental analysis, BETA Technologies, Inc. has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
-41.0%
Sector avg: 12%
Net Profit Margin
-2,094.2%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.10x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

BETA Technologies, Inc. Balance Sheet: BETA Debt, Cash & 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 Revenue & Earnings Growth: 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 Revenue Growth, EPS Growth & YoY Performance

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 Earnings & 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 Technologies, Inc. Dividends, Buybacks & 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: Latest 10-K & 10-Q Analysis

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 a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (HOLD) with 82% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BETA's key strengths?

Claude: 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. ChatGPT: Revenue growth is very strong at +136.0% YoY, indicating rising commercial traction. Balance sheet is exceptionally liquid, with $1.71B in cash and 22.77x current and quick ratios.

What are the risks of investing in BETA?

Claude: 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. ChatGPT: Operating and net margins are extremely negative, showing the business model is not yet close to self-sustaining. Free cash flow is deeply negative at -$313.25M, implying continued dependence on the cash balance to fund operations.

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?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BETA a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, BETA Technologies, Inc. has a SELL rating with 82% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BETA stock overvalued or undervalued?

Valuation metrics for BETA: ROE of -41.0% (sector avg: 12%), net margin of -2,094.2% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

Should I buy BETA stock in 2026?

Our dual AI analysis gives BETA Technologies, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BETA's free cash flow?

BETA Technologies, Inc.'s operating cash flow is $-267.8M, with capital expenditures of $45.4M. FCF margin is -879.5%.

How does BETA compare to other Automotive stocks?

Vs Automotive sector averages: Net margin -2,094.2% (avg: 6%), ROE -41.0% (avg: 12%), current ratio 22.77 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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