Beam Therapeutics (BEAM) Gains Analyst Support After Strong BEAM-302 Data Spotlighted by Evercore ISI

• In November 2025, Evercore ISI Group initiated coverage on Beam Therapeutics with an "Outperform" rating, recognizing the potential of its precision genetic medicine programs, including BEAM-101 for sickle cell disease and BEAM-302 for alpha-1 antitrypsin deficiency.
• This new analyst coverage emphasized especially strong early data from BEAM-302 and drew attention to the critical data readout expected in early 2026.
• We'll examine how Evercore ISI's focus on BEAM-302's early data impacts Beam Therapeutics' investment narrative and outlook.

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Beam Therapeutics Investment Narrative Recap

Shareholders in Beam Therapeutics need confidence in the promise of its precision genetic medicine, particularly BEAM-302, where positive early data has become central to the current investment narrative. Evercore ISI's recent "Outperform" rating brings renewed focus to BEAM-302, but the near-term outlook remains anchored to the anticipated data readout in early 2026. Market attention on safety and durability of these results continues to be the biggest risk, while progress with BEAM-101 is also closely watched.

Among recent updates, the August 2025 announcement of strong safety and efficacy data for BEAM-302 stands out, as it confirmed clinical proof-of-concept for treating alpha-1 antitrypsin deficiency. This aligns with Evercore ISI’s optimism and helps reinforce BEAM-302 as a key catalyst, reflecting the significance of upcoming clinical milestones for Beam’s future prospects.

However, in contrast to the optimism surrounding BEAM-302, investors should be mindful that the durability and consistency of early clinical data still leave important unanswered questions, especially if…

Read the full narrative on Beam Therapeutics (it's free!)

Beam Therapeutics' outlook anticipates $89.1 million in revenue and $14.3 million in earnings by 2028. This implies annual revenue growth of 13.9% and an earnings increase of $412.9 million from current earnings of -$398.6 million.

Uncover how Beam Therapeutics' forecasts yield a $45.92 fair value, a 83% upside to its current price.

Exploring Other Perspectives

Three community members have estimated Beam’s fair value from US$45.92 up to US$95. While hope centers on BEAM-302’s positive data, uncertainty around long-term safety could weigh on future results. See how other investors view Beam’s outlook.

Explore 3 other fair value estimates on Beam Therapeutics - why the stock might be worth over 3x more than the current price!

Build Your Own Beam Therapeutics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Beam Therapeutics research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision.
• Our free Beam Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Beam Therapeutics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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