DailyIQ
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Sector:Consumer DefensiveAll sectors
Last updated 4 minutes ago

BYND·Beyond Meat, Inc.

$.
+. (+.%)
After Hours
High
$0.65
Open
$0.63
Market Cap
0.33B
52W High
$7.69
Low
$0.62
P. Close
$0.64
P/E
1.35
52W Low
$0.50
Fwd P/E
-
DailyIQ Est.
$0.62
Technical Score (1D)
41
SELL
News Sentiment
-
NO DATA
Polymarket has priced Beyond Meat at 100 % odds of a Q4 earnings miss, underscoring heightened balance‑sheet concerns and signaling that traders are now pricing in a potential earnings shortfall. This bearish sentiment could pressure the stock in the coming week as investors weigh the risk of a weaker quarterly report against the company’s growth initiatives. Simultaneously, a recent spike in oil prices has pushed freight and production costs higher, tightening margins and adding further downside risk to the earnings outlook. The cost squeeze may erode profitability if the company cannot pass the expense increase to consumers, which could be reflected in the Q4 earnings release. In contrast, Beyond Meat has launched a new Beyond Steak Filet at Meijer this month, expanding its premium plant‑based steak line and potentially boosting short‑term sales volume. The Meijer rollout follows earlier positive reception of the same product at Wegmans and H‑E‑B, where it became the top‑selling e‑commerce item, suggesting that the new retail channel could translate into incremental revenue. The juxtaposition of cost pressures and a fresh product launch creates a near‑term earnings uncertainty that traders should monitor closely. Upcoming earnings guidance and any forward‑looking commentary on cost management will be key to resolving the current ambiguity. Watch for any Polymarket contract updates or new bankruptcy contracts that could confirm the market’s bearish view, as well as the first‑quarter sales data from Meijer to gauge the product’s performance.
Earnings Summary
Beyond Meat is a plant‑based food company that develops, manufactures, and distributes meat‑alternative products under the Beyond brand, targeting grocery, mass‑retail, and food‑service channels worldwide. Operating in the consumer‑defensive packaged‑foods sector, the company has focused on expanding its product line to capture growing demand for sustainable protein. In the most recent two quarters, BNYD posted a negative EPS of –$0.29 in Q4 2025 after a –$0.10 EPS in Q1 2026, showing a modest improvement from the –$0.47 EPS in Q3 2025 and –$0.40 EPS in Q2 2025; revenue fell from $70.2 million in Q3 2025 to $61.6 million in Q4 2025 and then to $58.2 million in Q1 2026, indicating a downward trend. Historically, the company has consistently missed analyst earnings estimates in all seven reported quarters, with EPS remaining negative and revenue declining year over year, underscoring persistent margin pressure. Recent news highlights a 100 % Polymarket odds of a Q4 earnings miss, reflecting heightened downside risk, and a launch of the new Beyond Steak Filet at Meijer, which could provide short‑term sales lift; however, cost inflation from higher freight and oil prices is tightening margins. Going forward, investors should watch for the impact of freight‑cost indices and oil price movements on cost structure, the performance of the Meijer launch in early sales data, and any guidance on margin improvement or product mix shifts disclosed in the upcoming Q2 2026 earnings, as these factors will shape the company’s profitability outlook. Additionally, analysts will scrutinize the impact of the new product on revenue mix and any adjustments to pricing strategy.

EPS

EstBeatMiss
$-0.76$-0.57$-0.37$-0.18$0.01Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$-0.08 - -
Q1'26$-0.11$-0.10+6.6%
Q4'25$-0.13$-0.29-118.7%
Q3'25$-0.43$-0.47-8.9%
Q2'25$-0.39$-0.40-3.2%
Q1'25$-0.47$-0.67-41.3%

Revenue

EstBeatMiss
$56M$61M$67M$72M$77MQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$64M - -
Q1'26$59M$58M-1.7%
Q4'25$64M$62M-3.5%
Q3'25 - $70M -
Q2'25 - $75M -
Q1'25 - $69M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

BYND Stock Snapshot

BYND is currently trading at $0.64, giving Beyond Meat, Inc. a market cap of 0.33B and a P/E ratio of 1.4. Today's range spans $0.62–$0.65, with shares opening at $0.63 and moving down $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 41/100 (HOLD).

Over the past year BYND has traded between $0.50 and $7.69 - the current price is +27.3% off the 52-week low and -91.7% from the high. 12 analysts cover the stock with a Hold consensus and a mean 12-month target of $0.70 (range $0.50–$1.00), implying upside of +10.0%.

Beyond Meat, Inc. (BYND) is a small-cap in Consumer Defensive with 0.33B in market cap - and the current technical read of 41/100 (HOLD) alongside neutral sentiment (-/100) suggests limited near-term institutional demand. Price: $0.64 (near 52-week lows). The current P/E ratio stands at 1.4. At this capitalization, thin liquidity means that any change in sentiment can move the stock faster than the signal would suggest. Annual range: $0.50–$7.69.

For BYND (small-cap, Consumer Defensive, 0.33B market cap), the HOLD technical reading (41/100) and neutral news sentiment (-/100) at $0.64 (near 52-week lows) describe a stock where the cost of patience is higher than in large-cap equivalents — thin float dynamics mean that time spent waiting for a catalyst can erode position value without the passive bid support that larger names receive. The $0.50–$7.69 annual range defines the structural stakes.