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Beam Therapeutics Inc.

BEAM

Healthcare · 24.38 -3.2% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Beam Therapeutics Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Company-3.2% todayVolume comparison unavailable
Market group0 of 37 activeBiotechnology · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • BEAM's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if BEAM's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • BEAM's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods7
Price observations327
Usable filing statements91
Verified relationships9
Evidence supporting the case
  • Latest annual revenue changed +120.0% year over year.
  • Operating margin changed +379.7 percentage points in the latest annual period.
  • Net margin changed +535.9 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 20.2% in the latest annual period.
Questions before a position
  • EV/sales is 38% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

24.38
6m-6.5%12m+19.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$51.8M+215916.7%$-5.77+37.4%
2022-12-31$60.9M+17.5%$-4.13+9.0%
2023-12-31$377.7M+520.0%$-1.72+10.2%
2024-12-31$63.5M-83.2%$-4.58+6.7%
2025-12-31$139.7M+120.0%$-0.81+20.2%

What management says matters

Persistent and emerging business drivers

Legal and regulatory exposurepositive · 1 filings
We have incurred and expect to continue to incur increased costs as a result of operating as a public company, and our management is required to devote substantial time to new compliance initiatives and corporate governance practices.
10-K · Feb 24, 2026
Product pipeline and R&Dnegative · 1 filings
The decrease was partially offset by the following: • An increase of $4.3 million of employee related expenses due to the increase in research and development employees from 401 as of June 30, 2025 to 420 as of June 30, 2026; and • An increase of $1.0 million…
10-Q · Aug 4, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 17.3× · EV/sales 15.1×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

24.38-3.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for BEAM. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for BEAM. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind BEAM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

LLYEli Lilly and CompanypartnerMay 7, 2026

Verve Therapeutics and Eli Lilly and Company We are party to a license agreement, or the Verve Agreement, with Verve Therapeutics, Inc., or Verve, pursuant to which we granted Verve exclusive worldwide licenses under our base editing technologies for human th…

BMYBristol-Myers Squibb CompanypartnerMay 7, 2026

Orbital Therapeutics and Bristol Myers Squibb Company We are party to a license agreement, or the Orbital Agreement, with Orbital, pursuant to which each of us have granted the other non-exclusive licenses to certain technology that is necessary or reasonably…

Depended on by

SANASana Biotechnology, Inc.partnerMay 11, 2026

Our ex vivo and in vivo technologies represent an aggregation of years of innovation and technology from multiple academic institutions and companies, including hypoimmune technology licensed from the President and Fellows of Harvard College (Harvard) and The…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

BEAM is currently a Follower in the organic co-movement group Biotechnology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for BEAM; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.