Monitor final Q2 2026 results and full segment detail in the 10-Q filing (due Aug 14, 2026). Watch for sustainability of >170% QoQ growth and margin trajectory; the diversification narrative could support multiple expansion if executed. Sub-$25M market cap means volatility remains high.
Price Chart
Executive Summary
Beam Global issued preliminary Q2 2026 revenue guidance of >$8.5M, a >170% sequential increase and >20% YoY growth, with gross margins improving to 15%-18%. This comes after a significant Q1 2026 EPS miss ($-0.33 vs consensus $-0.24), and the company cited diversification across defense, drone, AI, and smart city products as the growth driver. The preliminary nature and lack of EPS guidance limit conviction, but the revenue acceleration and margin improvement signal a potential inflection point.
Key Financial Metrics
Key Facts
- Q2 2026 preliminary revenue exceeded $8.5M, up >170% QoQ and >20% YoY
- Preliminary, unaudited GAAP gross margin estimated at 15%-18%
- Diversification across 10+ product categories including drone battery systems, defense, AI, wildfire detection, EV charging, and smart city infrastructure
- First commercial sale in the Middle East and continued European expansion cited as growth contributors
- Company announced $2.7M in lease savings over five years from relocation to Yuma, Arizona
- Q1 2026 EPS of $-0.33 missed consensus of $-0.24 by 37.5%; Q1 revenue consensus was $7.5M
- Full Q2 2026 results expected in Form 10-Q by August 14, 2026
Financial Impact
Preliminary Q2 revenue >$8.5M (vs Q1 2026 ~$3.1M), gross margin 15%-18% improvement from prior periods; sequential revenue growth >170%.
Risk Factors
- Preliminary and unaudited figures subject to revision in final filing
- No EPS or profitability timeline provided; net loss per share history is deep and variable
- Sub-$25M micro-cap — limited liquidity and high volatility
- Forward-looking statements include no formal guidance; vague revenue and cost improvement commentary
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3326654 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Press Release | $0.9090 | awaiting T+60 | — | $0.9090 (−0.00%) |
Oct 15, 2026 11d ago | 8-K | $0.8928 | awaiting T+60 | — | $0.9090 (+1.81%) |
Oct 15, 2026 12d ago | Press Release | $0.9594 | awaiting T+60 | — | $0.9090 (−5.25%) |
Oct 13, 2026 13d ago | Press Release | $1.04 | awaiting T+60 | — | $0.9090 (−12.17%) |
Oct 7, 2026 20d ago | 8-K | $1.08 | awaiting T+60 | — | $0.9090 (−15.83%) |
Oct 1, 2026 26d ago | Press Release | $1.13 | awaiting T+60 | — | $0.9090 (−19.56%) |
Sep 22, 2026 5w ago | 8-K | $1.28 | awaiting T+60 | — | $0.9090 (−28.98%) |
Sep 22, 2026 5w ago | Press Release | $1.28 | awaiting T+60 | — | $0.9090 (−28.98%) |
Sep 17, 2026 5w ago | Press Release | $1.35 | awaiting T+60 | — | $0.9090 (−32.67%) |
Aug 19, 2026 9w ago | Press Release | $1.36 | awaiting T+60 | — | $0.9090 (−33.16%) |
US Market Status
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