BETA Technologies, Inc.(BETA)Stock Analysis
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This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
BETA Stock Analysis & AI Quality Score
AI stock analysis and institutional research for BETA Technologies, Inc. (BETA), a Industrials sector company. BETA is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), BETA Technologies, Inc. reports quarterly revenue of $10.1M, net income of $-122.3M, free cash flow of $-119.5M. Top institutional holders of BETA by reported 13-F value include FMR, GENERAL ELECTRIC CO, TPG GP A,, based on the most recent SEC filings. BETA trades on the NYSE exchange and files with the SEC under CIK 1784570. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BETA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for BETA Technologies, Inc. directly from SEC EDGAR.
Revenue
Q1 2026
$10.1M
Net Income
Q1 2026
$-122.3M
Free Cash Flow
Q1 2026
$-119.5M
ROIC
Q1 2026
-7.0%
D/E Ratio
Q1 2026
0.11
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+136.0% YoYNet Income
-170.6% YoYOperating Income
-36.9% YoYEPS (Diluted)
-89.8% YoYTotal Assets
+216.1% YoYTotal Debt
+25.7% YoYOp. Cash Flow
-20.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|
| Revenue | $35.6M +136.0% | $15.1M -1.7% | $15.4M | — |
| Net Income | $-745.9M -170.6% | $-275.6M -57.0% | $-175.6M | — |
| Operating Income | $-372.7M -36.9% | $-272.2M -45.9% | $-186.6M | — |
| EPS (Diluted) | $-12.85 -89.8% | $-6.77 -50.4% | $-4.50 | — |
| Total Assets | $2.11B +216.1% | $666.4M | — | — |
| Total Debt | $191.2M +25.7% | $152.1M | — | — |
| Operating Cash Flow | $-267.8M -20.3% | $-222.7M -40.9% | $-158.0M | — |
AI Insight: BETA Ratio Trends
BETA swung to negative returns across ROE, ROA, and ROIC in Q4 2025, signaling operational distress that persisted into Q1 2026.
• ROE collapsed to -33.0% in Q4 2025 and remained deeply negative at -28.4% in Q1 2026, indicating sustained unprofitability.
• ROIC deteriorated to -26.8% in Q4 2025 and stayed near that level at -27.8% in Q1 2026, destroying shareholder capital.
• Leverage improved modestly: D/E fell from 0.23 in Q3 2025 to 0.11 by Q4 2025, and held steady in Q1 2026.
⚠ Negative net income persists into Q1 2026 (ROA/ROE still deeply negative). Catalyst needed to return to profitability.
⚠ Leverage reduction may reflect asset sales or debt paydown rather than earnings recovery—monitor cash burn trajectory.
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Available Research
13F Pro tracks comprehensive data for BETA Technologies, Inc. including:
Top Institutional Holders of BETA
FMR LLC
$487.9M33,187,390 shGENERAL ELECTRIC CO
$298.6M20,310,407 shTPG GP A, LLC
$241.0M16,395,435 shAMAZON COM INC
$172.8M11,753,896 shBlackRock, Inc.
$40.8M2,776,801 shSTATE STREET CORP
$30.9M2,101,004 shHITE Hedge Asset Management LLC
$27.9M1,898,559 shADAGE CAPITAL PARTNERS GP, L.L.C.
$23.3M1,583,594 shVANGUARD CAPITAL MANAGEMENT LLC
$20.6M1,398,059 shVANGUARD PORTFOLIO MANAGEMENT LLC
$19.8M1,348,096 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $487.9M | 33,187,390 |
| GENERAL ELECTRIC CO | $298.6M | 20,310,407 |
| TPG GP A, LLC | $241.0M | 16,395,435 |
| AMAZON COM INC | $172.8M | 11,753,896 |
| BlackRock, Inc. | $40.8M | 2,776,801 |
| STATE STREET CORP | $30.9M | 2,101,004 |
| HITE Hedge Asset Management LLC | $27.9M | 1,898,559 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $23.3M | 1,583,594 |
| VANGUARD CAPITAL MANAGEMENT LLC | $20.6M | 1,398,059 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $19.8M | 1,348,096 |
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Popular Research
Is BETA a good stock to buy?
13F Pro's AI-powered analysis of BETA Technologies, Inc. (BETA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BETA are available on the BETA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BETA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BETA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of BETA Technologies, Inc.'s investment landscape.