Beyond Meat (BYND) Q4 Earnings on Deck: Options Market Prices in a Massive 32% Earnings Explosion

FomoAnxiety · 2026-03-20T12:38:26+00:00

Beyond Meat is set to report Q4 2025 results on March 25, with the options market predicting a significant 32% stock price movement. Analysts expect an 18% decline in sales to around $63 million, reflecting ongoing demand weakness and management concerns following a delayed annual filing. Overall, Wall Street maintains a Moderate Sell consensus on the stock.

FomoAnxiety

2026-03-20 12:38:26

Abstract generation in progress

Beyond Meat BYND +1.56% ▲ , the plant-based meat maker, will report its Q4 2025 results on March 25. The options market is pricing in a massive 32% move in either direction in BYND stock after the report — far above its usual 7%–10% post-earnings swings. For a stock trading in penny territory, this volatility signals that traders are bracing for a total “re-valuation” of the company.

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Investors will be watching whether demand stabilizes and whether the company can slow its sales declines. Wall Street expects sales to drop about 18% year over year to around $63 million. Analysts also see a loss of about $0.10 per share, narrower than the $0.65 loss a year ago.

Expectations Are Already Weak

Earlier this week, Beyond Meat shared early numbers for the fourth quarter. The company expects Q4 revenue of about $61 million, below the roughly $63 million analysts were looking for. Full-year revenue is expected to fall about 10% to $275 million.

Demand remains weak. U.S. retail sales are down, and the company is still relying on discounts to drive volumes.

Fresh Concerns Add to the Risk

There are new issues going into this report.

On March 16, Beyond Meat announced that it has delayed its annual filing due to a review of inventory levels. It also said it expects a material weakness in internal controls. That raises questions about how well the business is being managed.

At the same time, the company received a Nasdaq NDAQ +0.97% ▲ warning after the stock stayed below $1 for 30 days. It now has until August 31, 2026, to fix this. If not, a reverse stock split is likely.

Why the Analyst Is Cautious

Ahead of the print, Mizuho analyst John Baumgartner maintained a Sell rating on BYND with a $1 price target, highlighting several concerns. He noted that the company’s early Q4 revenue of about $61 million missed Wall Street estimates and points to ongoing demand weakness.

He also flagged the delayed 10-K filing, tied to inventory accounting issues and weak internal controls, as a negative signal. Beyond that, he warned that sales trends remain under pressure across key markets and expressed doubt about the company’s move into protein drinks, given strong competition. Overall, he sees limited upside and continued downside risk for the stock.

Is BYND Stock a Buy or Sell?

Turning to TipRanks, Wall Street has a Moderate Sell consensus rating on Beyond Meat stock based on 2 Sell recommendations. The average 12-month BYND stock price target of $0.75 indicates 5.50% upside potential.

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