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Ticker UpdateFriday, August 7, 2026

$BEAM ACCE Score Drops 13 Points to 29 — What Drove It

Beam Therapeutics' ACCE composite score fell from 42 to 29. We break down what likely drove the move across growth, value, quality, and momentum.

Adrien Chantreuil
Adrien Chantreuil
Founder, ACCE Investments

What changed

$BEAM just saw its ACCE composite score fall 13 points, moving from 42 down to 29 out of 100. That is a meaningful single-step drop, and it puts the stock firmly in cautious territory on our scale. The current score breakdown reads: Growth 7, Value 10, Quality 31, Momentum 68.

The stock trades at $27.38 as of August 6, 2026, against an analyst consensus target of $52.23 — a gap that looks attractive on the surface, but the score move signals the underlying fundamentals deserve scrutiny before drawing conclusions from that spread.

What likely drove the move

A 13-point composite drop typically reflects deterioration across at least two or three subscores simultaneously. Looking at where $BEAM sits today, a few areas stand out as the probable culprits.

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Growth (7/100) is the weakest pillar by a wide margin. A year-over-year revenue decline of -94.2% is an extreme contraction — the kind of number that reflects a collaboration payment, licensing deal, or milestone revenue that landed in a prior period and did not repeat. Clinical-stage biotech companies often see this pattern, but the scoring model treats it as a hard negative regardless of the cause. If this subscore deteriorated further in the latest update, it alone could account for a large share of the composite decline.

Value (10/100) is nearly as weak. With no positive earnings to anchor a P/E ratio, traditional valuation metrics produce little signal, and the FCF yield sits at -12.3%. The model has limited positive inputs to work with here, and any widening of cash burn relative to market cap would push this subscore lower.

Quality (31/100) is middling. A net margin of -55.5%, ROE of -8.2%, and an earnings quality flag marked "concerning" all weigh on this pillar. $BEAM also missed its most recent quarterly earnings estimate by 2.2% in Q3 FY2026. That miss, while not catastrophic, adds to a pattern that keeps the quality score from recovering.

Momentum (68/100) is the one bright spot and the reason the composite score is not lower. A 1-year return of +49.6% reflects genuine price strength, and momentum remains the stock's highest-scoring dimension. However, momentum subscores can shift quickly if price action softens, and a reversal there would put further pressure on an already-low composite.

What it means

The score drop to 29 reflects a stock where one strong dimension — price momentum — is doing most of the heavy lifting while growth, value, and quality all register weak readings. That combination warrants caution. The analyst target of $52.23 implies significant upside from current levels, but the ACCE model is flagging that the fundamental foundation supporting that target is thin right now.

For the full live data on $BEAM, visit acceinvestments.com/stocks/BEAM.

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