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Beam Therapeutics Inc.Informe acción NasdaqGS:BEAM

Capitalización bursátil US$2.9b
Precio de las acciones
US$28.64
US$51.13
44.0% infravalorado descuento intrínseco
1Y70.2%
7D6.8%
1D
Valor de la cartera
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Beam Therapeutics Inc.

Informe acción NasdaqGS:BEAM

Capitalización de mercado: US$2.9b

Beam Therapeutics (BEAM) Resumen de Acciones

Beam Therapeutics Inc, empresa de biotecnología, se dedica al desarrollo de medicamentos genéticos de precisión para pacientes que padecen enfermedades graves en Estados Unidos. Saber más

Análisis fundamental de BEAM
Puntuación del snowflake
Valoración1/6
Crecimiento futuro2/6
Rendimiento pasado0/6
Salud financiera5/6
Dividendos0/6

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Competidores de Beam Therapeutics Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Beam Therapeutics
Precios históricos de las acciones
Precio actual de la acciónUS$28.64
Máximo en las últimas 52 semanasUS$36.44
Mínimo de 52 semanasUS$15.35
Beta2.26
Cambio en 1 mes5.64%
Variación en 3 meses-11.30%
Cambio de 1 año70.17%
Variación en 3 años-11.52%
Variación en 5 años-63.39%
Variación desde la OPV52.75%

Noticias y actualizaciones recientes

Actualización de narrativa May 13

BEAM: Liver Editing Platform And Non Dilutive Funding Will Drive Future Repricing

Analysts have lifted their average price targets on Beam Therapeutics by low single digit dollars per share, citing updated expectations for revenue growth, profitability and long term P/E multiples following recent company updates, new program announcements such as BEAM-304, and non dilutive financing agreements. Analyst Commentary Recent research reports on Beam Therapeutics focus on how new clinical programs, financing arrangements and regulatory interactions could affect the company’s execution risk and potential equity value.
Actualización de narrativa Apr 25

BEAM: Liver Editing Pipeline And Regulatory Momentum Will Drive Future Repricing

Beam Therapeutics' analyst price target increased by $4, with analysts pointing to Q4 results, progress on Sickle Cell Disease and AATD programs, new liver-directed initiatives such as BEAM-304, and non-dilutive financing as key supports for the revised outlook. Analyst Commentary Recent Street research around Beam Therapeutics has focused on the Q4 print, progress in Sickle Cell Disease and AATD, and the expansion of its liver targeted base editing programs, alongside the use of non dilutive financing to support the pipeline.

Recent updates

Actualización de narrativa May 13

BEAM: Liver Editing Platform And Non Dilutive Funding Will Drive Future Repricing

Analysts have lifted their average price targets on Beam Therapeutics by low single digit dollars per share, citing updated expectations for revenue growth, profitability and long term P/E multiples following recent company updates, new program announcements such as BEAM-304, and non dilutive financing agreements. Analyst Commentary Recent research reports on Beam Therapeutics focus on how new clinical programs, financing arrangements and regulatory interactions could affect the company’s execution risk and potential equity value.
Actualización de narrativa Apr 25

BEAM: Liver Editing Pipeline And Regulatory Momentum Will Drive Future Repricing

Beam Therapeutics' analyst price target increased by $4, with analysts pointing to Q4 results, progress on Sickle Cell Disease and AATD programs, new liver-directed initiatives such as BEAM-304, and non-dilutive financing as key supports for the revised outlook. Analyst Commentary Recent Street research around Beam Therapeutics has focused on the Q4 print, progress in Sickle Cell Disease and AATD, and the expansion of its liver targeted base editing programs, alongside the use of non dilutive financing to support the pipeline.
Actualización de narrativa Apr 10

BEAM: FDA Alignment And Liver Programs Will Drive Future Upside Repricing

Analysts have nudged the fair value estimate for Beam Therapeutics higher to $51.20 from $50.27, citing a series of recent price target increases related to progress in its liver-targeted programs, Sickle Cell Disease plans, and non-dilutive financing support. Analyst Commentary Recent research coverage on Beam Therapeutics has centered on updated price targets, expanded liver-directed programs, progress in Sickle Cell Disease, and the use of non-dilutive financing to support potential commercialization efforts.
Actualización de narrativa Mar 26

BEAM: FDA Alignment And Liver Programs Will Drive Future Repricing

Analysts have nudged their average price target for Beam Therapeutics slightly higher, supported by recent target increases across several firms that point to growing confidence in the company’s base editing pipeline, new liver programs, regulatory progress, and non dilutive financing, even as expectations for revenue growth are tempered and profit margin assumptions improve alongside a lower implied future P/E multiple. Analyst Commentary Recent research coverage on Beam Therapeutics clusters around higher price targets, new liver focused programs, regulatory updates, and fresh non dilutive financing, with most commentary tilting positive but still flagging execution and program risk.
Actualización de narrativa Mar 12

BEAM: FDA Alignment And New Liver Programs Will Drive Future Repricing

Analyst price targets for Beam Therapeutics have moved higher recently, with several firms lifting their views into a roughly $26 to $75 range. They point to progress in sickle cell BLA plans, new liver-directed programs such as BEAM-304, and non-dilutive financing that supports ongoing pipeline development.
Nueva narrativa Mar 11

Liver Base Editing Platform Will Transform Rare Disease Treatment Over The Long Term

Catalysts About Beam Therapeutics Beam Therapeutics focuses on base editing therapies aimed at providing onetime genetic treatments for serious diseases. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Feb 27

Beam Therapeutics: Great Potential, But Patience Is Needed

Summary Beam Therapeutics Inc. is rated a Buy for its leadership in proprietary base-editing gene therapy, targeting significant unmet needs in hematology and liver diseases. BEAM's risto-cel shows superior efficacy in sickle cell disease, but commercial success hinges on overcoming conditioning protocol challenges and competing with Vertex/Crispr's head start. The liver-targeted BEAM-302 program demonstrates strong early clinical results and could establish a competitive moat, with pivotal data and BLA submission expected in 18–24 months. Robust cash position ($1.09B net) and Pfizer partnership mitigate dilution risk, but BEAM stock investors should expect volatility and a multi-year timeline to full value realization. Read the full article on Seeking Alpha
Actualización de narrativa Feb 26

BEAM: FDA Program Alignment On Sickle Cell Will Drive Future Repricing

Analysts have raised their average price targets for Beam Therapeutics by a few dollars, reflecting progress on sickle cell regulatory plans, new liver-focused programs such as BEAM-304 for phenylketonuria, and recent non-dilutive financing that supports the broader clinical pipeline. Analyst Commentary Recent research updates show a cluster of higher price targets around Beam Therapeutics, with most commentary focusing on execution in sickle cell disease, progress in liver programs, and the new non dilutive financing structure.
Nueva narrativa Feb 25

Base Editing Platform And PKU Umbrella Trials Will Struggle To Justify Long Runway

Catalysts About Beam Therapeutics Beam Therapeutics develops base editing genetic medicines that aim to provide onetime treatments for serious diseases such as sickle cell disease, alpha-1 antitrypsin deficiency and phenylketonuria. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 12

BEAM: FDA Program Alignment And Upcoming Data Readout Will Drive Repricing

Analysts have modestly raised their price targets on Beam Therapeutics, with one firm lifting its view by $4 to $45. The firm cited clearer FDA alignment on key programs and the potential for an accelerated review process as key supports for the updated outlook.
Actualización de narrativa Jan 28

BEAM: FDA Alignment And Upcoming Pulmonary Data Will Drive Bullish Repricing

Analysts have nudged their price targets on Beam Therapeutics higher, with the revised fair value estimate moving from about US$45.92 to roughly US$47.21. They cite improved confidence in the company’s FDA alignment on key programs, upcoming BEAM-302 data, and a lower assumed future P/E multiple alongside updated sector views.
Actualización de narrativa Jan 12

Next Milestones For Beam in 2026.

We now await the JP Morgan health conference. John Evans is set to speak on 13th January.
Actualización de narrativa Dec 09

Beam Therapeutics will revolutionize hospital throughput with breakthrough gene therapy

Beam Therapeutics ($BEAM) has effectively solved the "Gene Therapy Commercialization Problem." While competitors like Vertex ($VRTX) have proven the science works, Beam’s ASH 2025 data confirms it has the superior business model. The new data validates a "Process Efficiency Moat" that structurally lowers Cost of Goods Sold (COGS) and doubles hospital throughput capacity, positioning BEAM-101 as the preferred "Standard of Care" for hospital CFOs. 1.
Actualización de narrativa Dec 06

Beam Rewrites Gene Therapy Playbook with Base Editing Breakthrough

Beam Therapeutics (BEAM) Just Validated the "Best-in-Class" Thesis Headline: Beam Therapeutics: ASH Data Confirms "Best-in-Class" Commercial Profile for Sickle Cell The investment thesis for Beam Therapeutics (NASDAQ: BEAM) has long relied on the promise that Base Editing is not just "another" gene therapy, but a superior industrial platform. The updated N=31 dataset for BEAM-101 (risto-cel) presented at ASH 2025 has now validated this "Best-in-Class" profile with hard data.
Actualización de narrativa Nov 20

Incredible Buying Opportunity

At the Jefferies London Healthcare Conference, Beam President Pino Ciaramella reinforced the "Best-in-Class" thesis for BEAM-101 in Sickle Cell Disease ahead of the upcoming ASH presentation in December. He asserted that the program maintains a "differentiated manufacturing and clinical profile," highlighting a massive commercial advantage: patients require a median of only one mobilization cycle for cell collection versus the industry standard of two to three.
Nueva narrativa Oct 27

The "Molecular Pencil": Why Beam's Technology is Built to Win

The "Molecular Pencil": Why Beam's Technology is Built to Win The investment thesis in Beam Therapeutics is a long-term, high-conviction bet on a fundamental technological shift in genetic medicine. While first-generation gene editors like CRISPR-Cas9 function as "molecular scissors," they are an inherently disruptive tool.
Actualización de narrativa Aug 27

Advancing BEAM-101 And BEAM-302 Will Transform Treatment Of Hematology And Liver Genetic Diseases

Beam Therapeutics’ consensus price target has increased to $45.92, reflecting notable improvements in net profit margin and a lower future P/E, signaling enhanced profitability and a more attractive valuation. What's in the News BEAM-101 for sickle cell disease received FDA RMAT and orphan drug designations; updated Phase 1/2 BEACON data show strong, durable increases in fetal hemoglobin, with sustained safety and efficacy for 17 treated patients.
Artículo de análisis Jul 23

Is Beam Therapeutics (NASDAQ:BEAM) In A Good Position To Invest In Growth?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Artículo de análisis May 29

Shareholders May Find It Hard To Justify Increasing Beam Therapeutics Inc.'s (NASDAQ:BEAM) CEO Compensation For Now

Key Insights Beam Therapeutics to hold its Annual General Meeting on 4th of June CEO John Evans' total compensation...
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Nueva narrativa Mar 22

Advancing BEAM-101 And BEAM-302 Will Transform Treatment Of Hematology And Liver Genetic Diseases

Promising programs in genetic diseases and innovative technology could significantly boost market share and revenue potential.
Seeking Alpha Mar 21

Upgrading Beam Therapeutics: Promising BEAM-302 Data Opens Door For Durable Gene Therapy

Summary Recently, BEAM reported promising Phase 1/2 data for BEAM-302, demonstrating durable gene correction for AATD. Unfortunately, they concurrently announced a $500 million equity offering, which may have caused concerns about near-term dilution. Still, BEAM-302 has innovative in vivo base editing technology that could potentially offer a one-time curative therapy for patients suffering from AATD. BEAM has a long cash runway, and its recent $500 million raise likely secures it into 2028. I believe the recent stock declines make its valuation attractive, given the promising clinical results of their Phase ½ trial. Read the full article on Seeking Alpha
Seeking Alpha Mar 10

Beam Therapeutics: Single-Base Editing Seems To Work

Summary I was looking forward to seeing how Beam Therapeutics would do in their clinical trials of single-base DNA editing therapies, and this morning we have a readout. It was a very small trial: three patients each got 15mg, 30mg, or 60mg of BEAM-302 in a single infusion. Things look good in these early readouts, I have to say. It is of course a small number of patients, but the data make sense, and the numbers clearly seem to be going in the right direction. Read the full article on Seeking Alpha
Artículo de análisis Jan 31

Beam Therapeutics Inc.'s (NASDAQ:BEAM) Prospects Need A Boost To Lift Shares

Beam Therapeutics Inc.'s ( NASDAQ:BEAM ) price-to-sales (or "P/S") ratio of 6.2x might make it look like a buy right...
Seeking Alpha Jan 22

Beam Therapeutics: Too Expensive For Me, But Watch For Important Catalysts

Summary Beam Therapeutics' pipeline, especially BEAM-101 for sickle cell disease, shows promise but remains in early stages with significant risks and high market expectations. Financially, BEAM has a strong cash position, but its high cash burn rate suggests a runway of around 2.5 years, potentially optimistic. The company's valuation is high, reflecting substantial expectations, making it a risky investment despite its long-term potential in gene therapy. While BEAM is worth following for its innovative approaches, I remain cautious about its current price point and recommend patience and risk tolerance. Read the full article on Seeking Alpha
Artículo de análisis Dec 20

Here's Why We're Not At All Concerned With Beam Therapeutics' (NASDAQ:BEAM) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha Nov 07

Beam Therapeutics: Additional BEAM-101 And ESCAPE Tech Data At ASH 2024 Makes This A Watch

Summary Beam Therapeutics Inc. will present additional data from phase 1/2 BEACON study, using BEAM-101 for the treatment of patients with SCD at the upcoming ASH Annual Meeting on December 7th - 10th of 2024. ESCAPE technology, looking to provide non-genotoxic conditioning for HSCT patients, is to be presented at the upcoming ASH 2024 Annual Meeting. The global Sickle Cell Disease treatment market size is projected to grow to $9.84 billion by 2030. Initial data from the phase 1/2 study, using BEAM-302 for the treatment of patients with alpha-1 antitrypsin deficiency, is expected in 2025. Read the full article on Seeking Alpha
Artículo de análisis Oct 28

Insufficient Growth At Beam Therapeutics Inc. (NASDAQ:BEAM) Hampers Share Price

Beam Therapeutics Inc.'s ( NASDAQ:BEAM ) price-to-sales (or "P/S") ratio of 4.8x might make it look like a strong buy...
Seeking Alpha Sep 29

Beam Therapeutics: Still Holding Fast To Generous Valuation, Still Not A Buy

Summary Beam Therapeutics' pipeline, including BEAM-101, BEAM-201, and BEAM-302, shows promise but remains in early stages with no clinical trial data yet available. Despite a strong cash position, Beam's high valuation suggests heavy speculation and high expectations, leading to potential volatility in stock performance. The company's diverse gene therapy approaches target high unmet needs, but success remains uncertain with only preclinical evidence supporting their efficacy. Given the current market cap and speculative nature, I maintain a "Sell" rating, anticipating a more favorable entry point in the future. Read the full article on Seeking Alpha
Artículo de análisis Sep 04

We're Not Worried About Beam Therapeutics' (NASDAQ:BEAM) Cash Burn

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Artículo de análisis Jul 12

Beam Therapeutics Inc.'s (NASDAQ:BEAM) Prospects Need A Boost To Lift Shares

With a price-to-sales (or "P/S") ratio of 5.7x Beam Therapeutics Inc. ( NASDAQ:BEAM ) may be sending very bullish...
Seeking Alpha Jul 01

Beam Therapeutics: Slow Developmental Progress, But Promising Potential

Summary Beam Therapeutics Inc. is a gene editing company focused on precision genetic medicines through base editing. The company has notable collaborations with Pfizer and other pharma concerns, with several pipeline milestones in 2024. The company is making slow developmental progress, but has some significant longer-term potential and a cash-rich balance sheet for now. An updated analysis around Beam Therapeutics follows in the paragraphs below. Read the full article on Seeking Alpha
Artículo de análisis May 13

We're Not Worried About Beam Therapeutics' (NASDAQ:BEAM) Cash Burn

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha Apr 24

Beam Therapeutics: A 'Hold' Amid High Valuation And Uncertain Revenue Prospects

Summary Beam Therapeutics is a biotech firm focused on developing precision genetic treatments using base editing technology. The company has secured $675 million in upfront payments from agreements with Pfizer, Apellis, Verve, and Sana. Collaboration agreements boosted Beam's revenue in 2023, but future revenue is less predictable due to a lack of product sales. The firm's cash runway is around 2.1 years, suggesting that additional funding may be needed soon, possibly leading to stock dilution. Despite its promising fundamentals, Beam Therapeutics is trading at a relatively high valuation multiple, which detracts from its investment appeal. Read the full article on Seeking Alpha
Artículo de análisis Apr 07

Lacklustre Performance Is Driving Beam Therapeutics Inc.'s (NASDAQ:BEAM) Low P/S

With a price-to-sales (or "P/S") ratio of 5.9x Beam Therapeutics Inc. ( NASDAQ:BEAM ) may be sending very bullish...
Artículo de análisis Mar 01

Beam Therapeutics Inc. (NASDAQ:BEAM) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Beam Therapeutics Inc. ( NASDAQ:BEAM ) defied analyst predictions to release its yearly results, which were ahead of...
Artículo de análisis Feb 29

Things Look Grim For Beam Therapeutics Inc. (NASDAQ:BEAM) After Today's Downgrade

Today is shaping up negative for Beam Therapeutics Inc. ( NASDAQ:BEAM ) shareholders, with the analysts delivering a...

Rentabilidad de los accionistas

BEAMUS BiotechsMercado US
7D6.8%3.1%1.2%
1Y70.2%34.6%28.7%

Rentabilidad vs. Industria: BEAM superó a la industria US Biotechs, que obtuvo un rendimiento del 34.6% el año pasado.

Rentabilidad vs. Mercado: BEAM superó al mercado US, que obtuvo un rendimiento del 28.7% el año pasado.

Volatilidad de los precios

Is BEAM's price volatile compared to industry and market?
BEAM volatility
BEAM Average Weekly Movement9.4%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: BEAM no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de BEAM (9%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2017522John Evansbeamtx.com

Beam Therapeutics Inc, empresa biotecnológica, se dedica al desarrollo de medicamentos genéticos de precisión para pacientes que padecen enfermedades graves en Estados Unidos. Sus programas en hematología y enfermedades genéticas incluyen Ristoglogene autogetemcel, una terapia autóloga de células madre hematopoyéticas (HSC) específica para el paciente para el tratamiento de la anemia falciforme; BEAM-302, una nanopartícula lipídica dirigida al hígado para el tratamiento de la deficiencia grave de alfa-1 antitripsina; BEAM-304, una nanopartícula lipídica dirigida al hígado para el tratamiento de la fenilcetonuria; y BEAM-301, una nanopartícula lipídica dirigida al hígado para el tratamiento de la glucogenosis tipo 1a. La empresa también desarrolla la plataforma ESCAPE, que combina el acondicionamiento basado en anticuerpos con células madre hematopoyéticas editadas con genes multiplex.

Resumen de fundamentos de Beam Therapeutics Inc.

¿Cómo se comparan los beneficios e ingresos de Beam Therapeutics con su capitalización de mercado?
Estadísticas fundamentales de BEAM
Capitalización bursátilUS$2.85b
Beneficios(TTM)-US$65.98m
Ingresos (TTM)US$164.01m
17.4x
Ratio precio-ventas (PS)
-43.2x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BEAM
IngresosUS$164.01m
Coste de los ingresosUS$404.94m
Beneficio bruto-US$240.93m
Otros gastos-US$174.95m
Beneficios-US$65.98m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-0.66
Margen bruto-146.90%
Margen de beneficio neto-40.23%
Ratio deuda/patrimonio8.6%

¿Cómo se ha desempeñado BEAM a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 07:35
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Beam Therapeutics Inc. está cubierta por 24 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William PickeringBernstein
Alec StranahanBofA Global Research
Whitney IjemCanaccord Genuity