What The Latest Setbacks Mean For Beyond Meat’s Story And Valuation

Beyond Meat's latest research update leaves its fair value estimate essentially unchanged at about $1.61 per share, even as analysts grow more cautious on the stock's long term narrative. The modest reduction in the assumed discount rate from roughly 9.38% to about 8.30% reflects a slightly lower perceived risk profile, but not enough to counter concerns over weak demand, competitive pressures, and dilution from recent capital moves. As these shifting assumptions reshape how investors frame...