Beam Therapeutics 향후 성장
Future 기준 점검 2/6
Beam Therapeutics 의 수익은 연간 1.2% 감소할 것으로 예상되는 반면, 연간 수익은 41.1% 로 증가할 것으로 예상됩니다. EPS는 연간 0.2% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 -84.8% 로 예상됩니다.
핵심 정보
-1.2%
이익 성장률
-0.15%
EPS 성장률
| Biotechs 이익 성장 | 25.5% |
| 매출 성장률 | 41.1% |
| 향후 자기자본이익률 | -84.83% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 20 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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 Alpha내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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$47.21. They cite improved confidence in the company’s FDA alignment on key programs, upcoming BEAM-302 data, and a lower assumed future P/E multiple alongside updated sector views.
내러티브 업데이트 • Jan 12
Next Milestones For Beam in 2026.
We now await the JP Morgan health conference. John Evans is set to speak on 13th January.내러티브 업데이트 • Dec 09
Beam Therapeutics will revolutionize hospital throughput with breakthrough gene therapy
Beam Therapeutics ($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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 AlphaSeeking 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 144 | -508 | -373 | -358 | 13 |
| 12/31/2027 | 92 | -518 | -393 | -377 | 15 |
| 12/31/2026 | 73 | -465 | -424 | -386 | 15 |
| 3/31/2026 | 164 | -66 | -384 | -370 | N/A |
| 12/31/2025 | 140 | -80 | -360 | -345 | N/A |
| 9/30/2025 | 56 | -414 | -352 | -338 | N/A |
| 6/30/2025 | 60 | -398 | -356 | -345 | N/A |
| 3/31/2025 | 64 | -386 | -361 | -351 | N/A |
| 12/31/2024 | 64 | -377 | -356 | -347 | N/A |
| 9/30/2024 | 350 | -144 | -145 | -136 | N/A |
| 6/30/2024 | 353 | -143 | -153 | -137 | N/A |
| 3/31/2024 | 361 | -135 | -169 | -139 | N/A |
| 12/31/2023 | 378 | -133 | -183 | -149 | N/A |
| 9/30/2023 | 82 | -314 | -392 | -353 | N/A |
| 6/30/2023 | 80 | -327 | -380 | -338 | N/A |
| 3/31/2023 | 77 | -316 | -353 | -306 | N/A |
| 12/31/2022 | 61 | -289 | -26 | 23 | N/A |
| 9/30/2022 | 92 | -315 | 39 | 94 | N/A |
| 6/30/2022 | 77 | -234 | 123 | 171 | N/A |
| 3/31/2022 | 60 | -238 | 148 | 191 | N/A |
| 12/31/2021 | 52 | -371 | -113 | -66 | N/A |
| 9/30/2021 | 1 | -401 | -134 | -92 | N/A |
| 6/30/2021 | 0 | -408 | -155 | -117 | N/A |
| 3/31/2021 | 0 | -366 | -132 | -107 | N/A |
| 12/31/2020 | 0 | -196 | -112 | -96 | N/A |
| 9/30/2020 | 0 | -132 | -100 | -89 | N/A |
| 6/30/2020 | 0 | -119 | -94 | -85 | N/A |
| 3/31/2020 | 0 | -106 | -87 | -74 | N/A |
| 12/31/2019 | 0 | -91 | N/A | -72 | N/A |
| 9/30/2019 | 0 | -86 | N/A | -57 | N/A |
| 6/30/2019 | 0 | -134 | N/A | -50 | N/A |
| 3/31/2019 | N/A | -124 | N/A | -42 | N/A |
| 12/31/2018 | N/A | -117 | N/A | -20 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: BEAM 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: BEAM 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: BEAM 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: BEAM 의 수익(연간 41.1%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: BEAM 의 수익(연간 41.1%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: BEAM는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 15:54 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Beam Therapeutics Inc.는 24명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Pickering | Bernstein |
| Alec Stranahan | BofA Global Research |
| Whitney Ijem | Canaccord Genuity |