Mobile Infrastructure Corp. (BEEP)
NASDAQIndustrialsIndustrial - Infrastructure OperationsSnapshot 2026-11-05
$2.36-2.88%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsIndustrial - Infrastructure OperationsSnapshot 2026-11-05
QuarterlyIQ Insights · BEEP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 85.1% |
| Our one-year growth estimate | diamond | 9.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 75.5 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Elevated risk of a next-quarter earnings miss: this name operates in a high-miss-rate industry and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 0 industry peers
BEEP — dividend update
Dated 2026-10-21
Other Events. Payment of Preferred Stock Dividends On October 20, 2026, the board of directors (the “ Board ”) of Mobile Infrastructure Corporation (the “ Company ”) authorized, and the Company declared, the payment of monthly cash dividends on (i) the shares of the Company’s Series A Convertible Redeemable Preferred Stock, par value $0.0001 per share (the “ Series A Preferred Stock ”), which will be paid at a rate of $ 4.791 per share on or about November 12, 2026 (the “ Payment Date ”), and…
Why it matters: Management kept its $35 million to $38 million revenue range. Results below its low end would show that growth fell short.
Worry ifFull-year 2026 revenue is below $35 million. Or management cuts its range below $35 million.
Less concerning ifFull-year revenue is at least $35 million and management keeps its $35 million to $38 million range.
Why it matters: The company had raised $33 million toward its $100 million, 36-month asset sale plan by Q2. Sale proceeds also help pay down its credit line.
Supportive ifNew sale filings show proceeds rising from $33 million toward $100 million under the 36-month plan.
Worry ifThe company reports no more sales over the next two quarters. Or it says the 36-month, $100 million plan is delayed or reduced.
Why it matters: Bombe's offer is non-binding, and company leaders also control the bidder. A signed deal or a clear end to talks would settle this open event.
Watch forThe company files a signed deal with Bombe, with stated terms and any needed approval steps.
Also watch forThe company or Bombe says talks have ended, or the special committee rejects the proposal without a new offer.
Why it matters: Q2 same-location revenue rose 5.6% as parking use grew. Another gain would support management's plan to grow use first, then rates.
Supportive ifQ3 same-location revenue grows more than 5.6% year over year, with contract parking volume still rising.
Worry ifQ3 same-location revenue grows 5.6% or less, or contract parking volume falls year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$156 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $676 loss on $10,000 · 6.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,977 loss on $10,000 · 59.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The company amended its credit agreement in September and had $197.1 million in debt at June 30. Higher rates or tighter terms could add pressure.
Worry ifA filing or earnings report links the Fifth Amendment to higher interest costs, more fees, or stricter payment terms.
Less concerning ifThe company reports no added fees or tighter terms and interest expense stays at or below Q2's $4.8 million.