Beam Global (BEEM)

In Q1 2025, Beam Global reported a 23% quarter-over-quarter increase in orders for its EV ARC units. In Q2 2025, revenue reached $7.1 million, up 12% from Q1 2025, with improved gross margins, though revenue fell 52% year-over-year. In Q3 2025, revenue was $5.8 million, a 50% year-over-year decrease, attributed to delayed government orders. Beam Global was awarded a Sourcewell contract, and the City of Dallas ordered additional EV ARC systems. Beam Global secured a U.S. Patent for its Smart Phase Change Composite material for Lithium-ion batteries. As of November 26, 2025, the stock price was $1.81, having decreased by 42.9% since the beginning of 2025.

While specific demand seasonality for Beam Global's individual products is not explicitly detailed, general trends in electric vehicle (EV) charging demand and the broader EV market can offer insights. EV charging demand can vary across seasons, with winter showing higher charging demand in central urban areas and autumn accounting for significant EV load and charging sessions. Beam Global's CEO noted a correlation between the increase in quarter-over-quarter orders for EV ARC units in Q1 2025 and the growth of electric vehicle sales in the U.S. The company aims to diversify revenue opportunities through geographic expansion and external sales partners to reduce the impact of seasonal or other fluctuations in order cadence.

Beam Global is a clean technology innovation company focused on sustainable infrastructure solutions for electric vehicle (EV) charging, energy storage, and energy security. The company designs, develops, engineers, manufactures, and sells renewably energized infrastructure products and battery solutions. Its major products include EV ARC, Solar Tree sustainable EV charging systems, Beam AllCell high-performance energy storage solutions, EV ARC DCFC, EV-Standard, and UAV ARC. The company also develops energy management software to monitor production, storage levels, and charging sessions.

Beam Global is headquartered in San Diego, California, and has facilities in Broadview, Illinois, as well as Belgrade and Kraljevo, Serbia, and Abu Dhabi, UAE. The company operates in the United States and Romania, and has been actively expanding its sales network in Europe, including new distribution partners in Romania, North Macedonia, and Albania. International sales have seen significant growth, accounting for 39% of year-to-date Q3 2025 revenue, up from 20% in 2024.

Beam Global maintains a positive brand reputation as a clean-technology innovator focused on sustainable energy infrastructure and clean mobility solutions. The company received the Award for Innovation in Sustainable Infrastructure at the 2025 Congress of Mayors. Strategic partnerships, expansion into European markets, and new patent grants further solidify its image as a leader in clean technology. Analyst ratings generally lean towards "Hold" or "Strong Buy," indicating a relatively positive outlook despite financial challenges.

Beam Global's ownership is distributed among institutional investors, company insiders, and the general public. As of November 21, 2025, Beam Global has 59 institutional owners holding a total of 2,861,873 shares. Insiders hold 5.57% of the stock, and individual investors hold approximately 37% ownership.