Beachbody Co Inc/The (BODI)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
$5.75-0.35%
Close 2026-09-04 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
QuarterlyIQ Insights · BODI
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 is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -73.8% |
| Our one-year growth estimate | diamond | 0.7% |
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.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
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.
Growth built into the price is above our model estimate.
The price assumes 74.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 32 industry peers · Company calendar date is not available
BODI — credit agreement
Dated 2026-08-06
Entry into a Material Definitive Agreement. Credit Agreement Amendment On August 3, 2026, The Beachbody Company, Inc. (the “ Company ”) entered into an Amendment No. 2 to Credit Agreement (the “ Amended Credit Agreement ”) among the Company, as the Administrative Borrower (as defined therein), the other Borrowers (as defined therein) party thereto, the lenders party thereto, and Tiger Finance, LLC, as administrative agent and collateral agent. The Amended Credit Agreement amends the Company’s…
Why it matters: A lower cash balance could test financial agreements, affecting growth plans.
Worry ifCash balance reported below $22.5 million.
Less concerning ifCash balance remains above $22.5 million.
Why it matters: A drop in digital subscriptions may show trouble keeping customers. This could hurt revenue.
Worry ifDigital subscriptions fall below 0.75 million in Q2.
Less concerning ifDigital subscriptions stay steady or grow above 0.81 million in Q2.
Why it matters: This guidance will show if revenue trends are stabilizing or worsening. It is critical for investor confidence.
Watch forQ3 revenue guidance is at or above $48M. This shows growth is stable.
Also watch forQ3 revenue guidance is below $44M. This suggests revenue may keep declining.
Why it matters: If net income guidance is negative, it shows ongoing profit problems. This may hurt investor trust.
Worry ifManagement gives net income guidance showing a loss for Q3.
Less concerning ifManagement gives net income guidance showing a profit for Q3.
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 | ±$243 on $10,000 · ±2.4% | How much price usually moves either way. |
| Bad day | $849 loss on $10,000 · 8.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,455 loss on $10,000 · 64.5% | 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: Negative free cash flow shows ongoing money problems and operational issues. This affects growth plans.
Worry ifFree cash flow remains negative in Q3.
Less concerning ifFree cash flow turns positive in Q3.
Why it matters: If the sector grows, Beachbody may do better.
Watch forSector revenue growth reported above 0% year over year.
Also watch forSector revenue growth reported below 0% year over year.
Why it matters: Positive revenue growth could show that the sector is getting better. This may boost investor confidence.
Supportive ifRevenue growth for Beachbody turns positive year over year in the next quarter.
Worry ifRevenue growth remains negative year over year for another quarter.
Why it matters: Positive free cash flow is important for growth and keeping cash available.
Supportive ifFree cash flow is positive. This shows better cash generation.
Worry ifFree cash flow is still negative. This raises worries about financial flexibility.
Why it matters: Net income shows the company can stay profitable.
Supportive ifNet income is $0 or more. This confirms the company is still profitable.
Worry ifNet income shows a loss. This suggests there may be operational problems.