Given the fact that Beyond already carried the natural characteristics of a meme stock — a nostalgic brand heavily shorted by institutions — the post was like catnip to Semenikhin's fellow retail traders.Well, it turns out that a retail investor named Dimitri Semenikhin (screen name: Capybara Stocks) has been buying up all the Beyond shares he can find. He says he now owns about 4% of the company's outstanding stock, and he posted about it on Reddit .But something has shifted in the stock this week. Shares ...

Market Overview - The current market is experiencing high valuations, the second highest in a century, causing investor nervousness despite strong momentum and positive earnings reports [2][4] - A three-step investment strategy is recommended: stay invested, trim winners, and shift towards less expensive sectors like healthcare and REITs [3][4] Company Insights - United Health Group is facing challenges due to management changes and legal issues, but it has a history of increased earnings over 20 years, making it a potential buy at current valuations [5][7] - Dell Technologies is highlighted as a reasonably priced AI play, trading at 14 times next year's earnings, and is the largest provider of servers for data centers, which are seeing increasing demand [8] - Airbus is positioned well against Boeing, as it is willing to take orders from international airlines that may avoid U.S. products, and it faces more manageable supply chain issues compared to Boeing [10][12] Investment Risks - Concerns are raised about the sustainability of earnings projections for companies like Oracle and Crowdstrike, which are being priced based on future expectations rather than current performance [14][16] - The circular investment nature between companies like Nvidia and OpenAI raises questions about the clarity of future earnings, indicating potential risks in the market [17][18]

Core Viewpoint - Beyond Meat (BYND) is facing significant risks, with a senior analyst from TD Cowen predicting a potential crash of up to 80% from its current price, lowering the price target from $2 to $0.80 [1][3]. Financial Performance - Beyond Meat continues to report losses, with negative margins and no clear timeline for achieving profitability, indicating that the recent stock rally is more driven by hype than solid financial fundamentals [4]. Market Sentiment - Retail traders have begun selling BYND stock, with shares down over 50% from their intraday high during the latest trading session [2]. - The consensus rating for BYND shares is currently "Moderate Sell," with a mean target of $2.33, suggesting a significant decline is anticipated [8]. Risks and Volatility - Beyond Meat is categorized as both a meme stock and a penny stock, which are known for extreme volatility and speculative trading, making it a risky investment [5]. - The recent convertible notes offering has diluted shares significantly, increasing the overall share count while reducing debt by 83%, which is viewed as a major red flag by analysts [3]. Analyst Recommendations - Other Wall Street analysts are also advising caution regarding Beyond Meat stock, aligning with the bearish outlook presented by Robert Moskow [7].

Core Insights - Krispy Kreme's stock is currently experiencing significant upward momentum, reflecting a broader trend in meme stocks, similar to Beyond Meat's recent performance [2][4][7] Company Performance - Beyond Meat's stock surged to $7.69, marking a 1,400% increase from its 52-cent low earlier this year, although it later traded around $3.90, indicating high volatility typical of meme stocks [2][7] - Krispy Kreme's stock, which had dropped to $2.50 earlier in the year, is now trading approximately 65% higher than that low, although both stocks remain below their historical highs [2][5] Market Sentiment - The recent gains in Beyond Meat and Krispy Kreme stocks signal a strong investor appetite for quick trading opportunities, often driven by the potential for short squeezes or turnaround narratives [4][6] - The addition of Beyond Meat to Roundhill's Meme Stock ETF and its expanded availability in Walmart stores have contributed to its stock momentum [5] Analyst Perspectives - JPMorgan analysts have identified both Beyond Meat and Krispy Kreme as potential short candidates, citing concerns over market share erosion for Beyond and an overburdened balance sheet for Krispy Kreme [3]

Core Insights - The earnings season is underway, with mixed results from various companies, highlighting resilience in consumer spending despite economic challenges [1][2][3] - Netflix's stock is under pressure due to a one-time tax expense in Brazil, leading to a 9% drop at the open, despite analysts remaining optimistic about future content and growth [1][2][3] - Beyond Meat has experienced a significant surge in stock price, up nearly 600% in three trading sessions, driven by a short squeeze, despite ongoing operational losses and declining sales [4][5][6] Company Performance - Netflix reported a strong quarter but missed earnings expectations due to an unexpected tax expense, with shares trading at approximately 45 times forward earnings [1][2][3] - Texas Instruments warned of slowing order trends, indicating potential challenges in demand [1][2] - Hilton and AT&T reported earnings beats and positive outlooks, reflecting consumer resilience [1][2] Market Trends - The market is showing resilience with strong earnings reports from various sectors, including banks and consumer goods, while meme stocks are experiencing volatility driven by retail investor interest [1][2][3] - The meme stock phenomenon is characterized by speculative trading, with stocks like Beyond Meat and Krispy Kreme seeing significant price movements due to high short interest [4][5][6][7] - Analysts suggest that the earnings growth in the current quarter may come more from underperforming sectors rather than tech and communication services [2][3] Future Outlook - Netflix's strategy of offering a range of pricing options is seen as effective, with expectations for revenue to double by the end of 2025 [2][3] - The plant-based meat market's potential is being questioned, with Beyond Meat's fundamentals not supporting its recent stock price surge [5][6][7] - The broader market may be experiencing speculative trading as investors seek opportunities in stocks with high volatility [4][5][6][7]

Group 1: Market Trends - Meme stocks experienced significant gains, with Beyond Meat (BYND) rising over 95% in the morning session, while Krispy Kreme (DNUT) and GoPro (GPRO) increased by more than 20% and 14% respectively [1] - The current market environment is reminiscent of 2021, characterized by speculative trading and retail investor enthusiasm [2] Group 2: Company Performance - Beyond Meat has surged over 900% in the past five days, driven by a new distribution deal with Walmart (WMT) and its inclusion in the relaunch of the Roundhill Investments MEME ETF [3] - Retail traders made nearly $35 million in purchases of Beyond Meat stock on Tuesday, marking the largest single-day purchase in the stock's history [4] - Beyond Meat has a short float of over 64%, indicating strong potential for a short squeeze, which is favorable for retail investors [6] Group 3: Other Meme Stocks - Krispy Kreme experienced its largest day of stock purchases since July, with a short interest of 30%, while GoPro had a short interest of 13% [7] - Opendoor Technologies (OPEN), another notable meme stock, saw a decline of over 8% on Wednesday but has increased nearly 300% since the beginning of 2025 [7] Group 4: ETF Performance - Roundhill Investments has restarted its MEME ETF after previously shutting it down in 2023, although the ETF has declined over 17% in recent days and lost 5% on Wednesday [8]

Core Viewpoint - Beyond Meat's shares have experienced a significant surge, more than doubling in value and increasing over 1,000% in the last four trading days, following a period of all-time lows [1][2]. Group 1: Stock Performance - Beyond Meat's shares rose more than 92% early Wednesday, marking a dramatic recovery from a low of 52 cents per share on October 16 [1]. - The stock's recent rally is attributed to its inclusion in Roundhill Investments' Meme Stock ETF, which focuses on stocks driven by social media hype rather than financial performance [3]. Group 2: Product Availability and Strategy - The company announced an increase in product availability at over 2,000 Walmart stores, including chicken pieces, Korean BBQ-style steak, and burger six-packs [2]. - Beyond Meat launched a direct-to-consumer website to generate interest through limited releases of new products [2]. Group 3: Market Context - Investors have been seeking out meme stocks in 2025 as a strategy to find bargains in a high-priced stock market, with Beyond Meat previously being a popular choice since its IPO in 2019 [4]. - The company has faced challenges with weak demand for its products, reporting a 15% decline in net revenue during the first half of the year [5]. Group 4: Recent Challenges - The stock price fell sharply last week due to the expiration of lock-up restrictions on 326 million shares, allowing shareholders to sell their stock as part of a debt reduction strategy [6].

Skip to Main Content Skip to Search This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Is Beyond Meat the Next Meme Stock? What's Behind the Rally. By Mackenzie Tatananni Updated Oct 22, 2025, 11:05 am EDT / Original Oct 21, 2025, 12:25 pm EDT Share Resize Reprints Shares o ...

Group 1: Beyond Meat Inc (BYND) - BYND shares increased by 48.9% to $5.39, recovering from a low of 50 cents on October 16, following an announcement of expanded distribution to over 2,000 Walmart stores, which initially drove shares up by 127% [2] - The stock experienced a further 146% increase the following day after being added to Roundhill Investments' Meme Stock ETF [2] - Prior to this surge, 62% of BYND's total available float was sold short, but this has now decreased to only 10% [3] - The trading volume for calls reached 665,000, which is 10 times the average intraday amount, with notable activity in the December 40 call and the weekly 10/24 5.50-strike call [3] Group 2: Krispy Kreme Inc (DNUT) - DNUT shares rose by 21% to $4.56, marking a significant increase without any specific news or catalyst driving the movement [4] - The stock is approaching its highest close since early April, with 33% of its total available float sold short, indicating potential for further upward movement against bearish positions [4] - Call options trading volume was exceptionally high, with 115,000 calls exchanged in the first hour and a half, which is 72 times the average intraday amount, significantly outpacing put options [5] - The weekly 10/31 5-strike call is leading in trading activity, followed closely by the December 5 call [5]

RT Sarah Wynn (@ForTheWynn_)Really enjoyed moderating this panel about memecoins at #DCFintechWeek. Panelists Christina Rolle, Saumya Manohar, @OTCMarketsGC and Johnny Reinsch all had such amazing insight as we discussed regulation, last week's market crash and trends among memecoins and meme stocks. https://t.co/H8qOXzhfDb ...