Why a Nearly $30 Million Bet on BETA Stock Says More Than Its 26% Post-IPO Drop

2 hours ago 1

Jonathan Ponciano, The Motley Fool

Sat, January 24, 2026 astatine 9:47 AM CST 4 min read

Liberty Street Advisors added 999,202 shares of BETA successful the 4th quarter.
The estimated worth was $28.19 million.
The transaction resulted successful the BETA presumption accounting for 47.15% of the fund's reportable assets nether absorption astatine quarter-end.
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On January 23, Liberty Street Advisors, Inc. disclosed a caller presumption successful BETA Technologies (NYSE:BETA), acquiring 999,202 shares successful a commercialized estimated astatine $28.19 cardinal based connected quarterly mean pricing.

According to a SEC filing dated January 23, Liberty Street Advisors, Inc. reported acquiring 999,202 shares of BETA Technologies (NYSE:BETA), establishing a caller position. As a result, the fund's presumption successful BETA stood astatine $28.19 cardinal astatine quarter's end, reflecting the afloat worth alteration from the caller holding.

This was a caller presumption for Liberty Street Advisors, Inc, with BETA present representing 47.15% of its 13F reportable assets nether management.

Top holdings aft the filing:

NYSE:BETA: $28.19 cardinal (47.15% of AUM)
NYSE:VOYG: $17.82 cardinal (29.8% of AUM)
NYSE:CRCL: $10.31 cardinal (17.2% of AUM)
NASDAQ:OMDA: $3.47 cardinal (5.8% of AUM)

As of January 22, shares of BETA were priced astatine $25.18, astir 26% beneath their November IPO terms of $34.

Metric

Value

Market Capitalization	$5.55 billion
Revenue (TTM)	$28.92 million
Net Income (TTM)	($672.35 million)
Price (as of January 23)	$25.18

BETA Technologies offers electrical craft (ALIA-CTOL, ALIA VTOL, ALIA Defense VTOL), precocious propulsion systems, batteries, charging equipment, and crushed enactment solutions for the aviation sector.
The institution generates gross done income of craft to subject and commercialized customers, replacement batteries to operators, propulsion systems to eVTOL manufacturers, and charging infrastructure to governments and aviation operators.
It serves cargo and logistics, medical, defense, and rider markets, with customers including subject agencies, commercialized logistics operators, and authorities governments.

BETA Technologies, Inc. is an electrical aviation institution focused connected processing and manufacturing electrical craft and supporting infrastructure. The institution leverages proprietary propulsion and artillery exertion to code some commercialized and defence marketplace needs. Its integrated attack to aircraft, components, and charging solutions positions it arsenic a cardinal innovator successful the emerging electrical aerospace industry.

When a manager is consenting to enactment astir fractional of reported assets into a azygous name, it’s a motion of condemnation successful an operating trajectory that possibly has not yet shown up cleanly successful the income statement.

BETA is inactive burning cash, but the latest 4th shows wherefore immoderate investors are consenting to underwrite that risk. Revenue climbed to $8.9 million, astir triple twelvemonth implicit year, driven by defence services and earlier-than-expected centrifugal deliveries. More important is the equilibrium sheet. Cash and equivalents stood astatine astir $688 cardinal astatine quarter-end, earlier factoring successful astir $1.1 cardinal successful IPO nett proceeds expected to beryllium recognized later.

Meanwhile, the institution logged archetypal lawsuit deliveries, secured FAA certification milestones, and disclosed a civilian craft backlog of 891 units valued astatine $3.5 billion. Plus, a $300 cardinal strategical equity concern from GE Aerospace further validates the exertion stack and hybrid roadmap.

For semipermanent investors, this benignant of sizing usually reflects the content that execution, not sentiment, volition determine the outcome.