Beyond Meat Will Report Q4 Earnings Today. Options Traders Expects a Major Move in BYND Stock

Beyond Meat BYND +15.09% ▲ , the plant-based meat maker, has rescheduled its fourth-quarter 2025 results. Originally set for March 25, the report will now be released after the bell on Tuesday, March 31, 2026. The delay in BYND’s earnings was triggered by “material weaknesses” in the company’s internal controls over financial reporting.

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Meanwhile, the options market is pricing in a 23% 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-evaluation of the company.

Investors will be watching whether demand stabilizes and whether the company can slow its sales declines.

Q4 Expectations Are Already Weak

Recently, 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, raising questions about how well the business is being managed.

At the same time, the company received a Nasdaq 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 an Underperform 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?

Not enough analysts cover BYND stock currently, so we’ll look instead at the company’s share price performance over the past 12 months. As one can see in the chart below, Beyond Meat’s stock has declined 77% over the last year.

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