It has been about a month since the last earnings report for Beam Therapeutics Inc. (BEAM). Shares have added about 15.9% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Beam Therapeutics due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.
Beam Therapeutics Q3 Earnings & Revenues Fall Shy of Estimates
Beam Therapeutics incurred a loss of $1.10 per share in the third quarter of 2025, which was wider than the Zacks Consensus Estimate of a loss of 98 cents. The company had reported a loss of $1.17 per share in the year-ago quarter.
Total revenues, comprising license and collaboration revenues, came in at $9.7 million in the third quarter compared with $14.3 million reported a year ago. The top line also fell short of the Zacks Consensus Estimate of $13 million.
Quarter in Detail
Research and development expenses were $109.8 million in the third quarter, up around 16.5% from the year-ago quarter.
General and administrative expenses totaled $26.7 million, inching up 0.8% year over year.
As of Sept. 30, 2025, Beam Therapeutics had cash, cash equivalents and marketable securities worth $1.1 billion compared with $1.2 billion as of June 30, 2025. The company expects its existing cash balance to fund its operating expenses into 2028.
How Have Estimates Been Moving Since Then?
Since the earnings release, investors have witnessed a downward trend in estimates revision.
The consensus estimate has shifted -10.57% due to these changes.
VGM Scores
Currently, Beam Therapeutics has a subpar Growth Score of D, though it is lagging a bit on the Momentum Score front with an F. Following the exact same course, the stock was allocated a grade of F on the value side, putting it in the bottom 20% quintile for value investors.
Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook
Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Beam Therapeutics has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry Player
Beam Therapeutics belongs to the Zacks Medical - Biomedical and Genetics industry. Another stock from the same industry, Regeneron (REGN), has gained 12.3% over the past month. More than a month has passed since the company reported results for the quarter ended September 2025.
Regeneron reported revenues of $3.75 billion in the last reported quarter, representing a year-over-year change of +0.9%. EPS of $11.83 for the same period compares with $12.46 a year ago.
For the current quarter, Regeneron is expected to post earnings of $10.65 per share, indicating a change of -11.8% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.6% over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Regeneron. Also, the stock has a VGM Score of B.
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Beam Therapeutics Inc. (BEAM): Free Stock Analysis Report Regeneron Pharmaceuticals, Inc. (REGN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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