BEYOND AIR INC (XAIR)
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
$3.53-1.67%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
Intact: The reason to own it still holds.
Beyond Air aims to grow revenue from $1.9M in Q4 2026 to $17M in 2027. The company is improving cash flow, reducing operating losses from -$10.95M to -$7.17M. Management focuses on reaching profitability and expanding sales.
The company is still loss-making with EPS estimates worsening to -$2.03 in 2027. Recent earnings misses and CEO departure raise concerns. Revenue growth is early-stage and may not sustain.
The market prices in a steep decline with implied growth of -48% over 3 years. Our fair value at $3.16 suggests some recovery potential but remains cautious on profitability timing.
Breaks if: Cash flow from operations falls below -$21.76M
Breaks if: Operating income or net income worsens beyond 2025-Q3 levels
Breaks if: Revenue falls below $8M in 2026 or below $16M in 2027
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity. XAIR is focused on launching its second-generation LungFit PH product, which could drive significant revenue growth if successful.
The market appears to have priced in a low level of fragility, suggesting that investors are not overly concerned about immediate risks. However, XAIR is currently viewed as cheap compared to its peers, indicating that expectations may be low.
Management is on track with its priorities, particularly around the commercial launch and market access for LungFit PH. However, there is a high near-term risk of earnings misses due to recent performance falling below industry standards.
The long-term thesis hinges on the successful FDA approval of the second-generation LungFit PH and the overall momentum in the healthcare sector. Additionally, broader economic conditions, such as job growth and recession fears, could significantly impact XAIR's performance.
In the next 1 to 3 years, XAIR's success will depend on its product launches and market conditions. Not investment advice.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.