BBGI BEASLEY BROADCAST GROUP INC

BEARISH Impact: 7/10 8-K
Horizon weeks Filed May 1, 2026 Processed 1mo ago SEC 0001193125-26-201510
8-K material event: Items 1.01
Latest settled — T+20d
BBGI ▼ -16.46% at T+20d
SHORT call ✓ call won +16.46% · α vs SPY +22.11% · entry $18.71 → $15.63
Next anchor: T+60d in 7w
Last close $21.08 (close Jun 8) · -12.67% from $18.71 entry (call sign-flipped)
Entry anchored
May 1, 2026
via day open
T+1d
-1.92%
call +1.92% · α +2.72%
$18.35
settled 5w ago
T+5d
-3.85%
call +3.85% · α +6.78%
$17.99
settled 5w ago
T+20d
-16.46%
call +16.46% · α +22.11%
$15.63
settled 9d ago
T+60d
call — · α —
in 7w

Price Chart

Loading chart...

Executive Summary

Beasley Broadcast Group issued $98.5M in 10% senior secured second lien PIK notes due 2027 and entered a $35M ABL credit facility, both dated May 1, 2026. The massive debt relative to the $40M market cap, PIK interest, springing maturity condition, and requirement for a restructuring consultant signal severe financial distress.

Key Financial Metrics

Deal Value
$98.5M

Actionable Insight

Monitor for any asset sales or debt financings before September 30, 2027 springing maturity. The equity conversion clause could result in massive dilution for current shareholders. Watch for FCC approval processes and any defaults under the ABL or PIK notes.

Key Facts

  • Issued up to $98,475,254 of 10.000% Senior Secured Second Lien PIK Notes due 2027.
  • Notes have a springing maturity on September 30, 2027 if certain asset sale or financing conditions not met.
  • ABL credit facility of up to $35M (initially $15M) with Siena Lending Group.
  • Restructuring consultant (Riveron Consulting) retained.
  • Equity conversion option: noteholders can convert to 80-95% of Class A and B common stock if certain conditions met.
  • Company market cap is approximately $40M.

Financial Impact

Debt issuance of $98.5M vs market cap of $40M; high distress. Interest is 10% PIK, adding to principal.

debtdilutionliquidity

Risk Factors

  • Springing maturity could trigger default if refinancing or asset sales fail.
  • PIK interest increases debt burden; no cash interest paid.
  • Potential for massive equity dilution via conversion feature (up to 95% of common stock).
  • FCC regulatory approvals required for control changes and equity conversion.

Market Snapshot

Exchange
Nasdaq
Sector
Radio Broadcasting Stations
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 2 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-201510
Document: d64747dex102.htm0001193125-26-201510
9 reports for BBGI
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+20▲ +17.96%Apr 29, 2026
Filters
Rows
Reports for BBGI — sortable, filterable
Type Now
Jun 5, 2026
4d ago
8-K
BEARISH ★ 8/10
$20.79 awaiting T+5awaiting T+5$21.08 (−1.42%)
Jun 5, 2026
5d ago
EFFECT
BEARISH ★ 7/10
$20.07 awaiting T+5awaiting T+5$21.08 (−5.03%)
May 29, 2026
11d ago
DEFA14A
NEUTRAL ★ 4/10
$14.90 $20.18▲ +35.44%▲ +35.73%$21.08 (+41.48%)
May 15, 2026
25d ago
S-3
BEARISH ★ 7/10
$14.07 $15.17▼ −7.82%▼ −6.20%$21.08 (−49.82%)
May 13, 2026
27d ago
8-K
BEARISH ★ 6/10
$16.80 $13.80▲ +17.86%▲ +16.70%$21.08 (−25.48%)
May 1, 2026
5w ago
8-K
BEARISH ★ 7/10
$18.71 $17.99▲ +3.85%▲ +6.78%$21.08 (−12.67%)
Apr 29, 2026
5w ago
8-K
BEARISH ★ 7/10
$19.26 $18.35▲ +4.72%▲ +7.83%$21.08 (−9.45%)
Apr 28, 2026
6w ago
10-K/A
NEUTRAL ★ 2/10
$19.26 $18.35▼ −4.72%▼ −7.83%$21.08 (+9.45%)
Apr 8, 2026
8w ago
8-K
BEARISH ★ 8/10
$5.67 $13.72▼ −141.98%▼ −138.46%$21.08 (−271.78%)
Showing 9 of 9

US Market Status

Market Closed — Opens in 6h 36m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access