tiprankstipranks
Falcon's Beyond Global (FBYD)
NASDAQ:FBYD
US Market
Want to see FBYD full AI Analyst Report?

Falcon's Beyond Global (FBYD) AI Stock Analysis

69 Followers

Top Page

FBYD

Falcon's Beyond Global

(NASDAQ:FBYD)

Select Model
Select Model
Select Model
Neutral 56 (OpenAI - 5.2)
Rating:56Neutral
Price Target:
$16.00
▲(6.45% Upside)
Action:Reiterated
Date:07/02/26
The score is held back primarily by weak financial quality—ongoing operating losses and substantial negative free cash flow outweigh improving revenue, strong gross margins, and a stabilized balance sheet. Technical momentum is strong and provides support, but valuation is demanding with a very high P/E and no dividend yield, while recent corporate events are modestly positive.
Positive Factors
Revenue growth with strong gross margin
Sustained top-line growth (+24.6% TTM) combined with very high gross margins (~71%) indicates attractive unit economics for themed experiences. Over 2–6 months this supports scaling revenue per venue and margin retention as the company replicates concepts and leverages IP.
Negative Factors
Persistent negative operating and free cash flow
Multi-year negative operating and free cash flow (~-$28M TTM) is a structural risk: it requires ongoing external financing or rapid margin/cost improvements to sustain growth. Persistent cash burn limits reinvestment capacity and increases dependency on capital markets.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue growth with strong gross margin
Sustained top-line growth (+24.6% TTM) combined with very high gross margins (~71%) indicates attractive unit economics for themed experiences. Over 2–6 months this supports scaling revenue per venue and margin retention as the company replicates concepts and leverages IP.
Read all positive factors

Falcon's Beyond Global (FBYD) vs. SPDR S&P 500 ETF (SPY)

Falcon's Beyond Global Business Overview & Revenue Model

Company Description
Falcon's Beyond Global, Inc. operates as a leading entertainment company, distinguished as a powerful force and innovator in the realm of storytelling. The enterprise is actively involved in the creation, ownership, and management of various hospi...
How the Company Makes Money
FBYD’s revenue model is primarily tied to commercializing themed entertainment and location-based experiences through a mix of development, production, and operations. Key revenue streams include: (1) fees and/or project revenue from designing and...

Falcon's Beyond Global Financial Statement Overview

Summary
Revenue is improving (+24.6% TTM) and gross margin remains strong (~71%), with balance-sheet stabilization (equity rebound to positive and low debt-to-equity ~0.20). However, operating profitability is still negative (negative operating profit/EBITDA), and cash flow is the main risk with deeply negative operating and free cash flow (about -$28M TTM), making the financial profile higher risk despite positive net income that appears supported by non-operating items.
Income Statement
42
Neutral
Balance Sheet
58
Neutral
Cash Flow
22
Negative
BreakdownTTMDec 2025Mar 2025Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue18.56M14.90M6.75M18.24M15.95M6.07M
Gross Profit12.64M10.94M6.75M8.09M4.61M2.02M
EBITDA23.23M10.04M151.39M-428.56M-15.58M-8.20M
Net Income10.30M3.39M22.06M-47.60M-17.43M-9.47M
Balance Sheet
Total Assets62.36M66.70M61.23M63.36M112.27M74.50M
Cash, Cash Equivalents and Short-Term Investments1.18M1.87M825.00K672.00K8.37M3.09M
Total Debt19.00M17.98M41.26M29.62M34.15M41.63M
Total Liabilities32.66M42.88M81.33M552.35M43.91M46.49M
Stockholders Equity14.91M11.93M-8.96M-57.10M68.37M28.01M
Cash Flow
Free Cash Flow-28.37M-24.76M-12.56M-23.73M-19.61M-7.67M
Operating Cash Flow-28.30M-24.60M-12.55M-23.42M-19.29M-7.56M
Investing Cash Flow25.49M24.19M-9.00K282.00K-26.26M-8.31M
Financing Cash Flow5.16M3.71M12.85M15.13M50.88M17.86M

Falcon's Beyond Global Technical Analysis

Technical Analysis Sentiment
Negative
Last Price15.03
Price Trends
50DMA
15.08
Negative
100DMA
12.20
Positive
200DMA
12.01
Positive
Market Momentum
MACD
0.59
Positive
RSI
43.10
Neutral
STOCH
33.36
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FBYD, the sentiment is Negative. The current price of 15.03 is below the 20-day moving average (MA) of 16.81, below the 50-day MA of 15.08, and above the 200-day MA of 12.01, indicating a neutral trend. The MACD of 0.59 indicates Positive momentum. The RSI at 43.10 is Neutral, neither overbought nor oversold. The STOCH value of 33.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FBYD.

Falcon's Beyond Global Risk Analysis

Falcon's Beyond Global disclosed 75 risk factors in its most recent earnings report. Falcon's Beyond Global reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Falcon's Beyond Global Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
67
Neutral
$724.97M5.4016.63%10.18%-10.68%46.63%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
61
Neutral
$1.37B4.9317.62%8.97%-3.89%105.42%
56
Neutral
$1.86B66.73118.50%167.61%
56
Neutral
$841.84M83.421.89%3.87%-28.90%
51
Neutral
$493.91M292.980.36%19.20%-21.40%
50
Neutral
$528.19M-1.01-41.74%1.90%72.20%-267.01%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FBYD
Falcon's Beyond Global
14.73
8.70
144.28%
CRESY
Cresud Sociedad
10.81
1.17
12.18%
IRS
Irsa Inversiones Y Representaciones SA
15.45
2.66
20.80%
MATW
Matthews International
26.66
2.24
9.16%
TRC
Tejon Ranch Company
18.31
-0.18
-0.97%
FIP
FTAI Infrastructure Incorporation
4.54
-1.57
-25.65%

Falcon's Beyond Global Corporate Events

Executive/Board ChangesShareholder Meetings
Falcon’s Beyond Global Shareholders Back Directors and Auditor
Positive
Jun 12, 2026
On June 9, 2026, Falcon’s Beyond Global, Inc. held its 2026 annual meeting of stockholders, at which shareholders elected Gino P. Lucadamo and Cecil D. Magpuri as Class III directors to serve until the 2029 annual meeting. The director elect...
Business Operations and StrategyDelistings and Listing Changes
Falcon’s Beyond Lists Series B Preferred Shares on Nasdaq
Positive
May 21, 2026
On May 21, 2026, Falcon’s Beyond Global, Inc. reported that its 11% Series B Cumulative Convertible Preferred Stock began trading on the Nasdaq Global Market under the ticker symbol FBYDP, effective at the market open that day. The listing a...
Regulatory Filings and ComplianceShareholder Meetings
Falcon’s Beyond Sets 2026 Annual Meeting, Proposal Deadline
Neutral
Apr 17, 2026
Falcon’s Beyond Global, Inc. has scheduled its 2026 annual meeting of stockholders for June 9, 2026, marking a date that falls more than 30 days after the anniversary of its 2025 annual meeting. As a result of this timing, the company has se...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 02, 2026