BEEP Mobile Infrastructure

BEARISH Impact: 7/10 PRESS-RELEASE
Horizon days Filed May 12, 2026 Processed 28d 22h ago Wire GlobeNewswire
Press release: earnings
Latest settled — T+5d
BEEP ▲ +16.28% at T+5d
SHORT call ✗ call lost -16.28% · α vs SPY -17.44% · entry $1.94 → $2.25
Next anchor: T+20d due 7h ago
Currently $1.85 · +4.39% from $1.94 entry (call sign-flipped)
Entry anchored
May 12, 03:50 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α -0.00%
$1.94
settled 28d ago
T+5d
+16.28%
call -16.28% · α -17.44%
$2.25
settled 22d ago
T+20d
call — · α —
due 7h ago
T+60d
call — · α —
in 8w

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Executive Summary

Mobile Infrastructure reported Q1 2026 EPS of -$0.19, a 58.3% miss vs consensus of -$0.12, with total revenue of $7.9M declining 3.7% YoY. The net loss widened to -$7.8M from -$4.3M due to $2.0M loss on debt extinguishment and $1.1M loss on asset sale, though Same-Location NOI grew 4.4% and Adjusted EBITDA rose 8.7%. The company reiterated full-year 2026 guidance of $35M-$38M revenue and $15M-$16.5M Adjusted EBITDA, but the EPS miss and revenue decline signal ongoing operational challenges.

Key Financial Metrics

Guidance
$35M-$38M
maintained

Actionable Insight

The EPS miss and revenue decline are likely to pressure BEEP shares near-term, despite positive Same-Location NOI growth. Monitor the asset rotation program's pace and any updates on share repurchases; the reiterated guidance provides a floor but execution risk remains high given the widening net loss.

Key Facts

  • EPS of -$0.19 missed consensus of -$0.12 by 58.3%
  • Total revenue of $7.9M declined 3.7% YoY from $8.2M
  • Net loss widened to -$7.8M from -$4.3M YoY, driven by $2.0M loss on debt extinguishment and $1.1M loss on asset sale
  • Same-Location NOI grew 4.4% to $4.6M; Adjusted EBITDA rose 8.7% to $3.0M
  • Asset rotation program: cumulative proceeds exceeded $30M toward $100M target; $12.6M debt paydown in Q1
  • Full-year 2026 guidance reiterated: revenue $35M-$38M, NOI $21.5M-$23.0M, Adjusted EBITDA $15.0M-$16.5M
  • Contract parking volumes grew ~6% YoY; transient volumes up ~3%
  • Total debt outstanding $200.0M; cash and restricted cash $14.2M

Financial Impact

EPS miss of 58.3% vs consensus; revenue decline of 3.7% YoY; net loss increase of 79.7% YoY

epsrevenuenet lossdebt

Risk Factors

  • Continued revenue decline from asset sales may outpace NOI growth from remaining portfolio
  • High debt load ($200M) and interest expense ($5.1M) strain cash flow
  • Asset rotation program may not achieve targeted $100M proceeds or favorable cap rates
  • Widening net loss could lead to further dilution or covenant issues

Market Snapshot

Exchange
Nasdaq
Sector
Real Estate
Analyst Consensus
89% bullish (9 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3293361
6 reports for BEEP
Performance horizon
Filters
Rows
Reports for BEEP — sortable, filterable
Type Now
May 26, 2026
14d ago
8-K
NEUTRAL ★ 2/10
$2.06 $2.29▲ +11.16%▲ +9.96%$1.85 (−10.19%)
May 12, 2026
28d ago
Press Release
BEARISH ★ 7/10
$1.94 $2.25▼ −16.28%▼ −17.44%$1.85 (+4.39%)
Apr 27, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$2.15 $1.88▼ −12.56%▼ −14.25%$1.85 (−13.95%)
Apr 23, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$2.20 $1.84▼ −16.36%▼ −17.27%$1.85 (−15.91%)
Mar 2, 2026
14w ago
Press Release
MIXED ★ 6/10
$3.06 $2.59▼ −15.36%▼ −14.88%$1.85 (−39.54%)
Feb 24, 2026
15w ago
8-K
NEUTRAL ★ 3/10
$3.10 $3.06▼ −1.29%▼ −0.19%$1.85 (−40.32%)
Showing 6 of 6

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