BETA Technologies (NYSE:BETA) Price Target Lowered to $33.00 at Morgan Stanley

BETA Technologies (NYSE:BETA) had its price target cut by Morgan Stanley from $34.00 to $33.00 in a research report report published on Tuesday,Benzinga reports. They currently have an overweight rating on the stock.

A number of other brokerages have also recently commented on BETA. Jefferies Financial Group upgraded shares of BETA Technologies from a “hold” rating to a “buy” rating and set a $30.00 target price on the stock in a research report on Wednesday, February 11th. Zacks Research raised BETA Technologies to a “hold” rating in a research note on Tuesday, December 2nd. BTIG Research reiterated a “buy” rating and issued a $40.00 price objective on shares of BETA Technologies in a report on Tuesday. Bank of America boosted their target price on BETA Technologies from $35.00 to $37.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Finally, The Goldman Sachs Group began coverage on BETA Technologies in a report on Monday, December 1st. They set a “buy” rating and a $47.00 target price for the company. Nine equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $35.89.

BETA Technologies Stock Performance

Shares of BETA opened at $19.97 on Tuesday. BETA Technologies has a 1 year low of $15.61 and a 1 year high of $39.50. The stock has a 50 day moving average price of $22.34. The stock has a market capitalization of $4.40 billion and a price-to-earnings ratio of -2.03.

BETA Technologies (NYSE:BETA) last posted its quarterly earnings results on Monday, March 9th. The company reported ($2.02) EPS for the quarter, missing the consensus estimate of ($0.47) by ($1.55). The business had revenue of $11.13 million for the quarter, compared to analysts’ expectations of $6.69 million. The company’s quarterly revenue was up 152.3% compared to the same quarter last year.

Hedge Funds Weigh In On BETA Technologies

A number of institutional investors have recently bought and sold shares of the stock. General Electric Co purchased a new stake in BETA Technologies in the fourth quarter worth about $644,962,000. TPG GP A LLC purchased a new position in shares of BETA Technologies during the 4th quarter worth approximately $462,515,000. Amazon Com Inc. purchased a new position in shares of BETA Technologies during the 4th quarter worth approximately $331,577,000. Vanguard Group Inc. bought a new position in shares of BETA Technologies in the 4th quarter worth approximately $77,089,000. Finally, Norges Bank bought a new position in shares of BETA Technologies in the 4th quarter worth approximately $41,485,000.

Key Headlines Impacting BETA Technologies

Here are the key news stories impacting BETA Technologies this week:

• Positive Sentiment: BETA was named a launch participant in the FAA’s first-ever eVTOL Integration Pilot Program (selected to begin U.S. aircraft deliveries), a major regulatory milestone that speeds potential commercialization and urban/utility use cases. BETA Selected to Begin U.S. Aircraft Deliveries Through FAA’s eVTOL Integration Pilot Program
• Positive Sentiment: The FAA also green-lit broader eVTOL/air-taxi testing across 26 states and BETA is cited among participants — regulatory tailwinds that de‑risk near-term operational paths and boost visibility for government and commercial contracts. Flying taxis could soon take flight as FAA green-lights tests in 26 states
• Positive Sentiment: Reuters reports BETA accelerated development of its Alia MV250 military cargo drone (first flight moved up ~6 months) after receiving FAA grants — a commercial + defense cadence that can open higher-margin opportunities and near-term milestones. Beta speeds up military cargo drone development
• Positive Sentiment: BETA’s Q4 revenue beat (revenue up ~152% YoY to $11.13M vs. est. ~$6.7M) and FY2026 revenue guidance ($39–$43M) came in above consensus, supporting the company’s commercialization narrative. BETA Q4 / FY2025 results (press release / slide deck)
• Neutral Sentiment: Multiple brokers reaffirmed buy/overweight ratings with sizable upside (BTIG $40 PT; Needham $34; Morgan Stanley overweight with $33 PT), though Jefferies trimmed its target slightly from $30 to $29 — showing continued analyst conviction but some PT compression. Analyst updates and price targets
• Negative Sentiment: BETA reported a large EPS miss (Q4 EPS of ($2.02) vs. consensus ($0.47)), and the wider GAAP loss overshadowed the revenue beat — a primary near-term reason for downward pressure on the stock. Stock falls after wider loss despite revenue beat

About BETA Technologies

BETA Technologies is an American aerospace company that develops electric vertical takeoff and landing (eVTOL) aircraft and supporting infrastructure. The company focuses on designing aircraft and propulsion systems intended for short-range cargo, logistics and regional passenger movement, emphasizing electric propulsion, battery systems and integrated charging solutions to support distributed operations.

Its product and service set includes aircraft design and development, electric motor and battery integration, charging hardware and software, and flight testing aimed at meeting certification requirements.