Beam Global (BEEM)
NASDAQInformation TechnologySolarSnapshot 2026-09-04
$1.41-0.70%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySolarSnapshot 2026-09-04
QuarterlyIQ Insights · BEEM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding Beam Global's product portfolio and geographic footprint including new markets like Middle East, Europe, and drone battery systems.
Stated as a priority in 2 quarters including 2026-Q1 and the recent press release. Backlog increased from $6.0 million at 2025-Q4 to $9.0 million at 2026-Q1. International customer revenue share rose from 25% in 2025-Q1 to 51% in 2026-Q1. Management is delivering on expanding product and geographic diversification with growing backlog and international sales.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Formed Beam Middle East JV, expanded product portfolio, deployed in Europe and Middle East, expanded drone battery business.”
Focus on improving gross margins by increasing sales volume to better absorb fixed overhead costs and ongoing cost reduction initiatives.
Stated in 2 quarters including 2026-Q1. Gross margin declined from 13% full year 2025 to -13.3% in 2026-Q1 due to lower volume and fixed overhead impact. Adjusted Non-GAAP gross margin fell from 23% to 9.4%. Management expects margins to improve as sales volume returns and cost initiatives continue. The trajectory shows current margin pressure but management is focused on improvement.
“Gross loss reflects fixed overhead allocations on lower volume; margins expected to improve with volume and cost reductions.”
Continue to operate debt-free with disciplined cost management and control of operating expenses to support financial stability.
Stated in 2 quarters including 2026-Q1. Operating expenses reduced from $31.1 million in 2025 to $6.3 million in 2026-Q1 (quarterly basis). The company remains debt free with a $100 million unused credit line. Management is delivering on financial discipline and cost control, supporting stability despite ongoing losses.
“No debt, $100 million unused line of credit, operating expenses controlled despite goodwill impairment last year.”
Manage lease agreements and facility changes including new leases and termination of prior headquarters lease.
Stated in 2 recent 8-K filings in 2026. Management entered a new lease for facilities in Yuma, AZ and terminated the prior San Diego headquarters lease effective July 2026. This priority is operational and management is actively managing facility transitions as disclosed.
Management expects revenue growth in future periods.
Over the trailing year it converted 0.22x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates (low R² over the window).
14 material management or governance events in the past 24 months, led by M&A activity. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.