Beyond Meat (BYND) Stock: What to Expect From Earnings Tuesday

TLDR

• Beyond Meat reports Q4 2025 earnings after the bell on Tuesday, March 31, delayed due to “material weaknesses” in internal financial controls.
• Wall Street expects revenue of roughly $63 million, an 18% year-over-year drop, and a loss of $0.10 per share.
• Options traders are pricing in a massive 30% swing in either direction post-earnings — far above its typical 7–10% post-earnings move.
• Beyond Meat has received a Nasdaq compliance warning for trading below $1 for 30 days, giving the company until August 31, 2026 to fix this or face a likely reverse stock split.
• Institutional buying picked up sharply in Q4, with Geode Capital up 445%, Charles Schwab up 497%, and Virtu up 670%, leaving 52.48% of the stock in institutional hands.

Beyond Meat was once a Wall Street darling. Now it’s a penny stock bracing for what could be its most closely watched earnings in years.

Beyond Meat, Inc., BYND

The plant-based meat maker will release its Q4 2025 results after the market close on Tuesday, March 31. The report was originally scheduled for March 25 but got pushed back after the company flagged “material weaknesses” in its internal controls over financial reporting. That delay alone spooked investors.

Wall Street is expecting revenue of around $63 million for the quarter, though Beyond Meat itself has already guided lower — the company’s own preliminary figures point to Q4 revenue of about $61 million. That miss versus estimates signals demand is still weak. For the full year, revenue is expected to fall around 10% to $275 million.

The loss per share is expected to come in at around $0.10, which would be narrower than the $0.65 loss posted in the same quarter a year ago. That is one of the few bright spots heading into Tuesday’s report.

On March 16, Beyond Meat said it delayed its annual 10-K filing to review inventory levels. Mizuho analyst John Baumgartner, who has an Underperform rating and a $1 price target on the stock, cited this as a red flag. He pointed to weak demand across key markets and said the company’s push into protein drinks faces stiff competition.

The broader analyst picture isn’t much better. Six analysts have a Sell rating on BYND, two have a Hold, and the consensus price target stands at $1.70 — well above where the stock actually trades. Weiss Ratings reissued a “sell (e+)” rating in January.

Nasdaq Warning and the Compliance Clock

Beyond the earnings, the company is also fighting a separate battle. Beyond Meat received a Nasdaq compliance warning after the stock stayed below $1 for 30 consecutive days. The company now has until August 31, 2026, to get back above $1. If it can’t, a reverse stock split is the most likely outcome.

The stock has fallen roughly 77% over the past 12 months. It has a 50-day moving average of $0.78 and a 200-day moving average of $1.28 — both well above where it currently trades.

Options Market Signals Extreme Uncertainty

The options market is pricing in a 30% move in either direction following the results. That’s three to four times Beyond Meat’s typical post-earnings swing of 7–10%.

For context, a 30% move on a $0.65 stock puts the range between roughly $0.46 and $0.85. The lower end would put BYND dangerously close to its all-time low of $0.50.

Despite all of this, some institutional investors have been buying. Geode Capital Management grew its position by 445%, Charles Schwab by 497%, and Virtu Financial by 670% during Q4. Institutional investors now hold about 52.48% of the stock.

Analysts still largely see limited upside, with continued pressure on sales, unresolved accounting concerns, and a Nasdaq clock that started ticking in early 2026.

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