Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
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Valued as a loss-making company: Analyst consensus.
ACCE opinionBeam Therapeutics Inc. Common Stock (BEAM)
Fair value
Not available
ACCE price target
$17.20
Rating
Not rated
Horizon
12 months
ACCE price target published on 18 Oct 2026, 00:00 CEST; previously $45.00 since 14 May 2026, 00:00 CEST.
Price used: $24.05 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
18
out of 100
Analysts
87% buy
15 covering
1-year return
-14.7%
Dividend yield
0.00%
Beam Therapeutics Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Beam Therapeutics develops base editing therapies, a gene-editing approach that changes single DNA letters rather than cutting the genome, with its lead programs aimed at sickle cell disease and other hematologic and liver-directed conditions. The case for a closer look rests on platform breadth and the optionality of a validated editing technology, but the data in hand is weak: revenue fell 94.2% year over year, gross margin sits at -161.9%, and the operating margin of -25,827.1% shows a company spending far ahead of any commercial revenue base. With no earnings to price, a 2.6 billion dollar market cap rests entirely on pipeline milestones and partnership cash, and an 18/100 score with no index membership says the screen does not yet see a fundamental case. This is a binary clinical and financing story, and the deeper look should start with cash runway and the timing of the next data readout.
⚠ Investor warnings · 5 flagsAI-assisted·How I use AI
severe
Revenue collapse and negative margins
Revenue fell 94.2% YoY with QoQ decline of 100%. Gross margin is -161.9% and operating margin -25827.1%, indicating the company is burning cash on minimal or no sales.
severe
Massive cash burn with no profitability path visible
Negative FCF of $241.8M annually. Company is unprofitable across all metrics (ROE -8.2%, net margin -55.4%) with no earnings growth (YoY +0.0%).
high
ACCE score collapse
Score dropped 23 points in 90 days (from 45 to 22). Current score of 22/100 reflects severe deterioration in quality and momentum metrics.
high
Insider selling with no offsetting buying
Insiders sold $13.57M in stock over last 10 disclosures with zero buys. Coupled with 38.8% short interest, signals weak confidence in near-term prospects.
high
Valuation disconnect from fundamentals
ACCE fair value of $45 sits 75% above current price of $25.70, but this assumes recovery from a company with negative revenue growth, massive cash burn, and collapsing margins.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Analyst consensus strongly favors BEAM, with 87% rating it Buy or Strong Buy and a mean price target implying 102.9% upside.
Despite recent revenue collapse, BEAM's 31.9% five-year average annual growth shows the company built a real business model.
Balance sheet remains manageable with debt to equity of only 0.23, preserving financial flexibility for clinical advancement.
Why it could disappoint
Revenue plummeted 94.2% year over year, signaling either a major product failure or loss of a critical revenue stream.
The company burned $242M in free cash flow over the last twelve months while posting a negative 55.4% net margin.
Share count surged 20.2% in the last fiscal year while the company lost money, diluting existing shareholders substantially.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 3, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where BEAM's valuation models land
Price
$24.05
Model fair valueConfidence: low
about $52.15
Model
Fair value
Upside
Analyst consensus
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Quality
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Quality and conviction INVESTOR FEATURE
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+Conviction breakdown and growth / value / quality / momentum scores