NAS10029,813+0.55%S&P7,744+0.28%GOLD$4,077+0.07%BTC$81,598+0.98%VIX16.87−3.71%latest tape · as of 20:04 UTC
The Screen · Industrials · Aerospace & Defense
BETABETA Technologies, Inc.
BETA · the NYSE · USD · Market cap $4.9B · 1,008 employees
BETA Technologies, Inc., an electric aerospace company, designs, manufactures, and sells electric aircraft, electric propulsion systems, components, and charging systems worldwide.
FAIL · Does not pass the screen
20.75 USD
Price as of 27 Oct 2026Daily close, not a live quote
Screened 2026-10-27 · the tape above runs as of 20:04 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
Price20.75 USD at the 27 Oct 2026 close
Ethical screenDoes not pass
OptionsOpen interest leans to puts (put/call 2.90)
Last reviewed27 Oct 2026 (1 days ago)
A summary of the dated readings below, not a live quote and not advice.
PRICE · FAIR-VALUE RANGE1M3M6MYTD1Y3Y5Y
What this means: price 20.75 against the desk's fair-value range, base estimate 33.00, over the last year.
Positioning no disclosures inside 60 days, left as found
Options put/call open interest 2.90, read 2026-10-23
Ethical does not pass the values gate
Price20.75 USD
Fair value33.00
Ethical score30.0/100
Our investment reviews on this name
2026-10-20Read Markdown18.80+10.4% to today Accumulation gives way to Markdown after a 23% slide in 3 weeks
2026-10-02Read Accumulation24.34-14.7% to today Markup gives way to Accumulation after a 50% rise in 13 weeks
2026-07-02Read Markup16.23+27.8% to today ✓First review on file: Markup
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
BETA Technologies, Inc. holds its Markdown at $20.75. The statistical read favours the sellers, held for 1 days.
As held on the ledger · 2026-10-27
Phase
Markdown · caution
Quantitative state
The statistical read favours the sellers, held for 1 days
Price at the screen
$20.75
Valuation
N/A trailing · -9.22 forward price to earnings
Values screen
FAIL· score 30.0
The Workings
Five Screens, Shown in Full
Does not pass. Prohibited business activity: Aerospace & Defense
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Prohibited business activity: Aerospace & Defense
Fail
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
Excluded
Below 5%
of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
BETA Technologies, does not clear the screen at the business-activity stage. It operates in aerospace and defense, so the financial ratios are not the deciding factor here.
Read as at 2026-10-27. It updates when the underlying figures move, and past reads are kept below.
Follow this verdict
Get an email when BETA's ethical verdict changes
Today BETA does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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Fair value range in USD, drawn from the 2026-10-27 screen. The gold marker is the market price at the same screen. A 59.0% margin of safety to the base estimate.
Third-party analyst targets: 9 covering, consensus Strong Buy. The average target sits +59% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-27 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Electric aircraft ambitions hit our ethical wall
BETA Technologies is chasing a vision of quiet electric planes that could one day shuttle cargo and passengers without burning jet fuel. The business is still tiny, posting just 6% revenue growth and no profits while burning cash at a rate that leaves return on equity at minus 73%. Numbers like these would already make most investors pause.
We pass on the name for one clear reason. Aerospace and defence work sits on our prohibited list, and no amount of future electric promise changes that fact. The ethical screen exists exactly for cases like this, where the underlying activity clashes with our standards regardless of growth stories or analyst targets.
Financial risks add another layer of caution. A forward price to earnings ratio in negative territory signals the market sees no near term profits, and an unknown moat leaves the firm exposed if bigger players move into electric flight. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
BETA trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-28Markdown$20.75+10.4%Entry 10
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 10.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is momentum reading neutral. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (8 analysts) rates it strong buy, with a mean price target of $32. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Markdown$18.80+0.0%Entry 9
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is momentum reading neutral. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (8 analysts) rates it strong buy, with a mean price target of $32. Insiders have been net sellers over the past quarter. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-20Markdown · changed$18.80-10.4%Entry 8
The framework has shifted from accumulation to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 10.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D. Technically it is momentum reading oversold. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (8 analysts) rates it strong buy, with a mean price target of $32. Insiders have been net sellers over the past quarter.
2026-10-13Accumulation$20.98-13.8%Entry 7
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 13.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C. Technically it is momentum reading neutral. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (8 analysts) rates it strong buy, with a mean price target of $32. Insiders have been net sellers over the past quarter.
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 9.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C. Technically it is momentum reading neutral. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (8 analysts) rates it strong buy, with a mean price target of $32. Insiders have been net sellers over the past quarter.
2026-08-23Markup$26.76+50.7%Entry 5
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 50.7% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B. Technically it is momentum reading neutral. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (8 analysts) rates it strong buy, with a mean price target of $32. Insiders have been net sellers over the past quarter.
2026-07-22Markup$17.76+9.4%Entry 4
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 9.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C. Technically it is momentum reading neutral. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (8 analysts) rates it strong buy, with a mean price target of $32.
2026-07-18Markup$16.23+0.0%Entry 3
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C. Technically it is momentum reading neutral. Our forward projection puts the odds of a 10% gain over the next month near 15%. The street (8 analysts) rates it strong buy, with a mean price target of $32.
2026-07-03Markup$16.23+0.0%Entry 2
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.
2026-07-02Markup$16.23Entry 1
Our analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.