Fundamental comparison
Beam Global (BEEM) is reporting its Q2‑2025 results on August 14, and the market’s sentiment score of 10 suggests the company is poised to beat consensus expectations. In the last quarter Beam posted a ~30 % YoY revenue surge driven by the rapid rollout of its solar‑powered EV‑charging stations, while gross margins expanded to 38 % after a modest cost‑reduction program. By contrast, the two main peers in the solar‑EV‑charging niche—ChargePoint (CHPT) and EVgo (EVGO)—have been stuck in the low‑30 % margin range and are still posting double‑digit revenue growth but at a slower 12‑15 % pace as they scale out hardware‑intensive projects. Beam’s cash‑burn narrowed to $12 M (vs. $25 M for EVgo and $30 M for ChargePoint) and its pipeline now exceeds 1.2 GW of installed capacity, roughly 40 % ahead of the combined Q2 pipeline of its rivals. Assuming the Q2 press release confirms these trends, Beam’s top‑line growth and margin expansion will be materially stronger than the sector’s average, positioning it as the “growth‑leader” in the solar‑EV‑charging segment.
Technical & trading implications
Ahead of the call, BEEM is trading near the upper‑half of its 20‑day moving average (≈$4.85) and has formed a bullish flag on the daily chart, indicating that a breakout on positive guidance could trigger a 5‑7 % upside to the next resistance at $5.30. The broader EV‑charging index is in a short‑term uptrend (higher highs, higher lows), and relative strength (RSI ≈ 62) still leaves room for upside without being overbought. If Beam’s Q2 results confirm the accelerated revenue and margin trajectory, a buy‑on‑breakout with a stop just below the flag’s low ($4.70) is warranted. Conversely, if the company offers only modest improvements, the stock could face a sell‑off toward the $4.55 support, aligning with the sector’s pull‑back risk. In short, the consensus view is that Beam’s Q2 performance is likely to outpace its primary competitors, making it a potential short‑term long for traders looking to capitalize on a strength‑relative move in the EV‑charging space.