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Beyond Meat, Inc.NasdaqGS:BYND 株式レポート

時価総額 US$215.4m
株価
n/a
1Y-85.3%
7D-32.1%
1D-0.8%
ポートフォリオ価値
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Beyond Meat, Inc.

NasdaqGS:BYND 株式レポート

時価総額:US$215.4m

Beyond Meat(BYND)株式概要

植物性食肉会社であるビヨンド・ミート社は、米国内外でビヨンド・ブランド名による植物性食肉製品の開発、製造、マーケティング、販売を行っている。 詳細

BYND ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長0/6
過去の実績2/6
財務の健全性1/6
配当金0/6

BYND Community Fair Values

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Beyond Meat, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Beyond Meat
過去の株価
現在の株価US$0.41
52週高値US$7.69
52週安値US$0.40
ベータ2.79
1ヶ月の変化-33.33%
3ヶ月変化-48.52%
1年変化-85.32%
3年間の変化-96.63%
5年間の変化-99.65%
IPOからの変化-99.37%

最新ニュース

ナラティブ更新 Jul 01

BYND: Wellness Pivot And Revenue Pressure Will Drive A Bearish Reset

Analysts have trimmed their price targets on Beyond Meat by a combined $6.20, citing updated assumptions for fair value, revenue growth, discount rates and future P/E that point to a more cautious outlook on the stock. Analyst Commentary Recent Street research on Beyond Meat has leaned cautious, with several bearish analysts trimming price targets and signaling increased concern over how the current valuation lines up with the company’s execution and growth profile.

Recent updates

ナラティブ更新 Jul 01

BYND: Wellness Pivot And Revenue Pressure Will Drive A Bearish Reset

Analysts have trimmed their price targets on Beyond Meat by a combined $6.20, citing updated assumptions for fair value, revenue growth, discount rates and future P/E that point to a more cautious outlook on the stock. Analyst Commentary Recent Street research on Beyond Meat has leaned cautious, with several bearish analysts trimming price targets and signaling increased concern over how the current valuation lines up with the company’s execution and growth profile.
ナラティブ更新 Jun 17

BYND: Product Expansion And Cost Controls Will Support A Gradual Recovery Phase

Analysts have trimmed their average Beyond Meat price target by a few dollars, with several firms lowering estimates by $0.20 to $3. This reflects slightly higher discount rates, softer revenue growth assumptions, and a marginally lower long term profit margin profile, while still applying a relatively high future P/E multiple near 51x.
ナラティブ更新 Jun 03

BYND: Future Returns Will Depend On Execution And Equity Dilution Risks

Analysts have nudged their price targets on Beyond Meat slightly lower, trimming them by amounts such as $0.20, $0.50 and up to $3, as they factor in softer revenue expectations, modestly better projected profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research around Beyond Meat has centered on small downward adjustments to price targets, with analysts fine tuning their views on how softer revenue expectations and margin assumptions feed into valuation.
ナラティブ更新 May 19

BYND: Product Rollouts And Margin Progress Will Drive The Next Recovery Phase

Analysts have inched their fair value and price expectations for Beyond Meat lower by modest amounts, trimming price targets by between $0.20 and $3. This reflects slightly higher discount rates, a smaller expected decline in revenue growth, marginally better profit margin assumptions, and a higher future P/E multiple.
Seeking Alpha May 07

Beyond Meat: Continued Disappointment

Summary Beyond Meat continues to struggle with declining revenues, net losses, and heavy dilution. Q1 revenue fell 15.3% year-over-year to $58.2 million, with volumes down 19.5% and Q2 guidance missing Street expectations, signaling ongoing operational weakness. BYND's cash burn improved to $7.5 million in Q1, but working capital eroded, and debt-for-equity swaps have massively diluted shareholders, with shares outstanding rising from 77 million to 515 million in a year. BYND trades at a premium (1.87x 2026E sales) to more stable peers, while analyst sentiment and price targets have sharply deteriorated, reflecting persistent turnaround challenges and further downside risk. Read the full article on Seeking Alpha
ナラティブ更新 May 03

BYND: Product Rollouts And Margin Discipline Will Shape The Next Recovery Phase

Beyond Meat's consensus analyst price target has been trimmed by less than $1 as analysts factor in slightly softer revenue growth assumptions, a marginally higher profit margin outlook, and a modestly lower future P/E multiple in their models. Analyst Commentary Recent research on Beyond Meat has centered on modest downward tweaks to price targets, with analysts fine tuning their models around revenue growth, profitability, and valuation multiples rather than making wholesale changes to their views.
ナラティブ更新 Apr 18

BYND: New Distribution Agreements Will Define The Next Phase Of Recovery

Analysts have reduced their average Beyond Meat price targets by a few dollars, reflecting updated views that now incorporate softer revenue expectations, a lower discount rate, and a higher assumed future P/E multiple. Analyst Commentary Recent Street research on Beyond Meat has centered on modestly lower price targets, with several firms adjusting their models to reflect updated revenue assumptions and valuation inputs.
ナラティブ更新 Apr 04

BYND: Future Upside Will Rely On Earnings Execution And Beverage Diversification

Analysts have trimmed their price targets on Beyond Meat, with aggregate fair value estimates moving from about $1.61 to roughly $0.70 as they factor in updated views on revenue trends, profitability, discount rates, and future P/E assumptions. Analyst Commentary Recent price target trims on Beyond Meat cluster closely together, signaling that analysts are reworking their models in a similar direction rather than taking extreme outlier views.
ナラティブ更新 Mar 21

BYND: Beverage Expansion And 2025 Outlook Will Underpin A Bullish Reset

Analysts have trimmed their price target on Beyond Meat to $33 from $38, citing updated assumptions that now reflect lower expected revenue growth, a modestly better profit margin profile, and a slightly reduced P/E multiple. Analyst Commentary Bearish analysts are using the lower price target to flag what they see as an imbalance between Beyond Meat's current valuation and the level of execution risk in the business.
ナラティブ更新 Mar 06

BYND: Future Upside Will Rely On Earnings Execution And Beverage Expansion

Analysts maintained Beyond Meat's fair value estimate at $1.61 per share while adjusting assumptions around the discount rate, long-term profit margin, and future P/E to reflect updated views on the company’s risk profile and potential earnings power. Analyst Commentary Recent adjustments to Beyond Meat's fair value framework reflect a more cautious stance on risk and earnings power, even as analysts keep the headline valuation figure at US$1.61 per share.
ナラティブ更新 Feb 20

BYND: Beverage Tests And Legal Overhangs Will Shape A Cautious Reset

Analysts have trimmed their price target on Beyond Meat to $X from $Y, as slightly higher discount rate assumptions and more cautious views on revenue growth and future P/E multiples temper their outlook on the shares. Analyst Commentary Bearish analysts are framing the reduced price target as a recalibration of what they see as a more realistic risk and reward profile for Beyond Meat, rather than a call on short term trading momentum.
分析記事 Feb 07

Beyond Meat, Inc.'s (NASDAQ:BYND) 30% Share Price Plunge Could Signal Some Risk

To the annoyance of some shareholders, Beyond Meat, Inc. ( NASDAQ:BYND ) shares are down a considerable 30% in the last...
ナラティブ更新 Feb 05

BYND: New Beverage Expansion And Impairment Reset May Unlock Future Upside

Analysts have reduced their price target on Beyond Meat to US$1 from US$2, citing ongoing weak demand for plant-based meat and the company’s recent quarter of declines along with a muted outlook. Analyst Commentary Bearish analysts are framing the latest price target cut to US$1 as a reflection of ongoing operational and growth challenges at Beyond Meat, rather than a short term setback.
ナラティブ更新 Jan 22

BYND: Future Equity Upside Will Arise From Category Recovery And New Product Expansion

Narrative Update Analysts have trimmed their price target on Beyond Meat by $1 to $1, citing ongoing category demand weakness in plant based meat and what they describe as another quarter of declines with a muted outlook. Analyst Commentary Recent research commentary on Beyond Meat has focused on weaker demand for plant based meat products, continued quarterly declines, and a muted outlook, which together have informed a lower $1 price target from bearish analysts.
ナラティブ更新 Jan 08

BYND: Future Share Dilution Will Drive Further Downside Risk

Narrative Update Analysts have cut their price targets on Beyond Meat to a range of about US$0.80 to US$1 from US$2, citing continued category weakness, recent quarterly declines, a muted outlook, significant shareholder dilution from its convertible note exchange, and ongoing financial and operational challenges. Analyst Commentary Recent research on Beyond Meat reflects a cautious mood, with bearish analysts cutting price targets sharply and highlighting both industry and company specific pressures.
ナラティブ更新 Dec 25

BYND: Future Equity Upside Will Arise From Dilutive Debt Reduction

Analysts have sharply reduced their price targets on Beyond Meat, cutting them from around $2 to as low as $0.80, citing continued category weakness, ongoing operational and financial challenges, and increased dilution. Together, these factors justify a higher discount rate, lower profit expectations, and a richer required future valuation multiple.
ナラティブ更新 Dec 11

BYND: Debt Reduction And Cash Preservation Will Support Future Equity Upside

Analysts have sharply lowered their price target on Beyond Meat to about $1 from $2, reflecting concerns over continued revenue declines, weak category demand, shareholder dilution from debt restructuring, and persistent margin pressure despite cost-cutting efforts. Analyst Commentary Recent research notes on Beyond Meat highlight a heavily skewed cautious stance, with most commentary focused on structural challenges to demand, profitability, and capital structure rather than near term upside catalysts.
ナラティブ更新 Nov 27

BYND: Balance Sheet Strength From Debt Reduction Will Drive Future Upside

Analysts have sharply reduced their price target for Beyond Meat, lowering it from $2.23 to $1.61. They cited ongoing weak demand, declining sales volumes, and ongoing financial challenges facing the company.
ナラティブ更新 Nov 12

BYND: Future Will Hinge On Debt Reduction Amid Rising Share Dilution

Analysts have sharply reduced their price target on Beyond Meat, lowering it from $2.00 to $0.80. They cite ongoing financial and operational challenges, including increased shareholder dilution and persistent category headwinds.
ナラティブ更新 Oct 29

Cost Controls And Retail Expansion Will Drive Opportunity Despite Industry Challenges

Analysts have lowered their price target for Beyond Meat from $2.00 to $0.80 per share. They cite ongoing financial pressures, a significant increase in share count following convertible note exchanges, and persisting operational challenges.
ナラティブ更新 Oct 14

Operational Efficiency And Retail Partnerships Will Secure Future Value

Analysts have lowered their fair value estimate for Beyond Meat from $2.57 to $2.33. This change is attributed to ongoing operational challenges, continued margin pressure, and the impact of significant shareholder dilution from recent debt reduction measures.
Seeking Alpha Apr 15

Beyond Meat: Clock Is Ticking

Summary Beyond Meat's stock has plummeted over 96% in five years due to poor revenue growth, ongoing losses, and a weakening balance sheet. Despite slight revenue growth in Q4 2024, the company continues to burn cash and faces a massive debt maturity in March 2027. Management's restructuring efforts, including exiting China, are ongoing, but GAAP profitability appears unlikely in the near term. Read the full article on Seeking Alpha
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新しいナラティブ Apr 01

Expanding International Markets And Health Products Will Transform Operations

Expansion in key international markets and product diversification may boost revenue growth by enhancing Beyond Meat's international presence and appealing to health-conscious consumers.
Seeking Alpha Mar 02

Beyond Meat: Expecting Roughly Flat Revenue Growth For 2025

Summary Beyond Meat expects -2% to +3% net revenue growth in 2025. The company is aiming to improve its gross margins to 20% in 2025, although it fell around 4% short of initial 2024 gross margin expectations. Beyond Meat raised $46.7 million from an at-the-market equity offering in Q4, 2024. A balance sheet restructuring remains inevitable, although the timing could theoretically be anywhere from now to early 2027. Read the full article on Seeking Alpha
Seeking Alpha Jan 28

The Bear Case For Beyond Meat: Mounting Debt, Fading Demand, And An Uncertain Future

Summary Once a stock market favourite, Beyond Meat's value has plunged over 98% from its all-time high. High prices, health criticisms, and waning restaurant partnerships are driving declining consumer interest in plant-based meat. Struggling with persistent losses and $1 billion in debt, the company faces a precarious financial future. We initiate coverage of BYND stock with a Sell rating due to weakening demand, debt issues, and an uncertain path forward. Read the full article on Seeking Alpha
Seeking Alpha Dec 16

Beyond Meat: Beyond Profitability

Summary Beyond Meat has distressing amounts of debt for a company losing money. Beyond Meat has little ability to pay off their debt. A restructuring of debt would put the shares at half their current value. Read the full article on Seeking Alpha
Seeking Alpha Dec 09

Beyond Meat: Looking At A 2025 Holistic Restructuring Of Its Balance Sheet

Summary Beyond Meat's net revenues increased by approximately 8% year-over-year. It also improved gross margins to 17.7% in Q3 2024. Despite the improvements, Beyond Meat still reported a $19.8 million adjusted EBITDA loss during the quarter. It also slightly reduced its full-year revenue guidance and expects Q4 2024 net revenue to be +2% year-over-year at the guidance midpoint. Balance sheet restructuring discussions are continuing, with a 2025 resolution looking probable. This would likely give convertible noteholders most of Beyond Meat's equity. Read the full article on Seeking Alpha
分析記事 Dec 06

Beyond Meat, Inc. (NASDAQ:BYND) Stocks Pounded By 30% But Not Lagging Industry On Growth Or Pricing

The Beyond Meat, Inc. ( NASDAQ:BYND ) share price has fared very poorly over the last month, falling by a substantial...
Seeking Alpha Nov 21

Beyond Meat: Despite Signs Of Near-Term Stabilization, This Brand Isn't Headed Anywhere

Summary Shares of Beyond Meat have dropped even further to a ~40% YTD loss despite a temporary return to sales growth. The company struggles with taste, health perceptions, and high prices, leading to reduced consumer demand and fewer points of sale. Despite Q3 revenue growth and improved gross margins, Beyond Meat's limited liquidity and high debt pose significant risks. Investors should avoid Beyond Meat due to its weak demand, poor product-market fit, and uncertain path to recovery. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

Beyond Meat Cuts Guidance Again

Summary Beyond Meat's Q3 report showed decent revenue growth and margin improvement, but cash burn and a massive debt pile are major concerns. The company's balance sheet continues to weaken, with cash reserves and working capital dwindling, increasing bankruptcy risk. Despite some operational improvements, Beyond Meat's valuation is unattractive compared to more stable competitors in the space. Read the full article on Seeking Alpha
分析記事 Sep 28

Beyond Meat, Inc. (NASDAQ:BYND) Doing What It Can To Lift Shares

It's not a stretch to say that Beyond Meat, Inc.'s ( NASDAQ:BYND ) price-to-sales (or "P/S") ratio of 1.5x right now...
Seeking Alpha Sep 19

Beyond Meat: Stronger Margins Suggest Turnaround Is Real

Summary Beyond Meat's shares dropped 13.10% since May, but the company is showing fundamental improvements, particularly in gross margins and cost-cutting measures. Despite initial hopes tied to a bird flu outbreak, Beyond Meat's turnaround is driven by better pricing strategies and a loyal consumer base. The company remains high-risk with ongoing net losses and potential need for equity raises, but improved margins suggest a more stable future. Beyond Meat's forward P/S ratio is undervalued; a successful turnaround could see a 41.46% price increase, trading at a premium above the sector median. Read the full article on Seeking Alpha
Seeking Alpha Sep 13

Beyond Meat: Some Progress In Q2 2024, But Much More Is Still Needed

Summary Beyond Meat reported $93.2 million in Q2 2024 net revenue, above expectations for $85 million to $90 million. The company also increased its gross margins by nearly 10% from Q1 2024. Despite some improvements, BYND is still on track for around $41 million in 2H 2024 cash burn. Convertible note holders remain likely to end up with most to all of Beyond Meat's equity. Beyond Meat can theoretically limp along for multiple years, though. Read the full article on Seeking Alpha
Seeking Alpha Aug 13

Beyond Meat Bankruptcy Risk Rises

Summary Beyond Meat stock has been one of the market's worst performers, losing over half its value due to revenue growth troubles. The company's Q2 report showed a smaller than expected revenue decline and improved margins, but also more losses and cash burn. With a debt heavy balance sheet, management has a lot of work to do to keep the company afloat moving forward. Read the full article on Seeking Alpha

株主還元

BYNDUS FoodUS 市場
7D-32.1%-0.05%1.0%
1Y-85.3%-4.6%18.4%

業界別リターン: BYND過去 1 年間で-4.6 % の収益を上げたUS Food業界を下回りました。

リターン対市場: BYNDは、過去 1 年間で18.4 % のリターンを上げたUS市場を下回りました。

価格変動

Is BYND's price volatile compared to industry and market?
BYND volatility
BYND Average Weekly Movement10.5%
Food Industry Average Movement5.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

安定した株価: BYND 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BYNDの 週次ボラティリティ は、過去 1 年間で34%から11%に減少しました。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
2008589Ethan Brownwww.beyondmeat.com

植物性食肉会社であるビヨンド・ミート社は、米国内外でビヨンド・ブランド名による植物性食肉製品の開発、製造、マーケティング、販売を行っている。同社は、牛肉、豚肉、鶏肉を再現した様々な植物性食肉製品を販売している。食料品店、量販店、クラブ・ストア、自然食品小売店、レストラン、外食店、学校など、さまざまな家庭外食チャネルを通じて製品を販売している。以前はサベージ・リバー社として知られていたが、2018年9月にビヨンド・ミート社に社名変更した。ビヨンド・ミート社は2008年に法人化され、カリフォルニア州エル・セグンドに本社を置いている。

Beyond Meat, Inc. 基礎のまとめ

Beyond Meat の収益と売上を時価総額と比較するとどうか。
BYND 基礎統計学
時価総額US$215.41m
収益(TTM)US$258.87m
売上高(TTM)US$258.85m
0.8x
PER(株価収益率
0.8x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BYND 損益計算書(TTM)
収益US$258.85m
売上原価US$232.32m
売上総利益US$26.52m
その他の費用-US$232.34m
収益US$258.87m

直近の収益報告

Jun 27, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.50
グロス・マージン10.25%
純利益率100.01%
有利子負債/自己資本比率570.5%

BYND の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/12 11:54
終値2026/08/12 00:00
収益2026/06/27
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Beyond Meat, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
Benjamin KalloBaird
Benjamin TheurerBarclays
Donald McLeeBerenberg