BENEFICIENT (BENF)
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
$2.33+8.37%
Close 2026-09-04 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · BENF
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.
A comparable price-assumption read is not available for this company.
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 2026-09-04.
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.
Elevated risk of a next-quarter earnings miss: this name has erratic recent earnings surprises and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 36 industry peers · Company calendar date is not available
BENF — earnings miss
Dated 2026-06-29
Results of Operations and Financial Conditions On June 29, 2026, Beneficient, a Nevada corporation (the “Company”), issued a press release announcing its financial results for the fourth quarter and year ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 and is incorporated by reference herein. The information furnished pursuant to Item 2.02 (including Exhibit 99.1 hereto) shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange A…
Why it matters: Asset sales are key for better cash flow and less debt. They show good capital management.
Supportive ifBeneficient announces more asset sales. These sales bring in over $50 million.
Worry ifAsset sales fall short of $50 million or do not occur.
Why it matters: Net income trends will show if the company can stay profitable during tough times.
Watch forNet income reported above $19.9 million in Q3.
Also watch forNet income falls below $19.9 million in Q3.
Why it matters: This deal is important for adding collateral to the ExAlt loan portfolio. It shows Beneficient can attract money and grow.
Supportive ifThe deal closes and adds about $9.77 million in collateral to the ExAlt loan portfolio.
Worry ifThe transaction fails to close or does not add the expected collateral value.
Why it matters: Earnings results will show if the company maintains positive net and operating income. This is key for investor confidence.
Supportive ifQ4 earnings report shows net income over $19 million. Operating income is over $3 million.
Worry ifQ4 earnings report shows net income under $19 million. Operating income is under $3 million.
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 | ±$293 on $10,000 · ±2.9% | How much price usually moves either way. |
| Bad day | $1,459 loss on $10,000 · 14.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,364 loss on $10,000 · 83.6% | 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: Expenses staying the same or going down shows better cost control. This can help profits.
Supportive ifOperating costs were under $17.5 million in Q3.
Worry ifOperating costs went over $20 million in Q3.
Why it matters: Better operating income shows the company is managing costs well. This can help profits.
Supportive ifOperating income was over $3.94 million in Q3.
Worry ifOperating income stayed below $3.94 million in Q3.
Why it matters: Selling more assets could help with cash flow and lower debt. This would strengthen the balance sheet.
Supportive ifThere are asset sales that will bring in over $50 million.
Worry ifNo new asset sales or equity redemptions reported in the next quarter.
Why it matters: If sector revenue growth drops, it may affect Beneficient's performance. It’s a key indicator of market health.
Worry ifSector revenue growth reported below its median.
Less concerning ifSector revenue growth remains above its median.
Why it matters: Successful capital transactions show the company is investing and growing. This can help its market position.
Supportive ifCapital deals reported above $8 million in net asset value.
Worry ifCapital deals reported below $8 million in net asset value.
Why it matters: More collateral for the ExAlt loan portfolio helps with stability and growth.
Supportive ifCollateral for the ExAlt loan portfolio increases by more than $10 million in the next quarter.
Worry ifCollateral for the ExAlt loan portfolio goes down or stays the same.