BE Bloom Energy Corporation

bullish · high conviction track record → $290.01 -3.79 (-1.3%)
Mkt Cap $86B 52wk $18.12 - $322.83 7d ago
Insider selling: $21,803,728 sold by 14 insiders (30d)
Est. revisions: +52.5% (13 up, 0 down in 30d)
Factor Model (net +1.5)

Factor Model

net +1.5 5.6 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
-0.1
Analyst Rev.
+1.0
Narrative Gap
+0.0

Bloom Energy Stock Surges on Nebius AI Deal

Watch: Next earnings and progress on AI infrastructure deployments will test Bloom's growth sustainability against intensifying competition.

Bloom Energy stock is up 1430.82% over the last 12 months, trading near its 52-week high at $314.30. The company signed a major AI power deal with Nebius to provide immediate on-site power generation for AI data centers, bypassing traditional grid delays. This positions Bloom strongly against rivals like Nano Nuclear Energy, which is developing nuclear microreactors targeting the same sector. Institutional interest remains strong despite insider selling and cooling momentum signals.

The Nebius deal boosts Bloom's leadership in AI data center power solutions, validating its rapid revenue growth and justifying its high valuation amid growing AI infrastructure demand.

Evidence

6d ago BE stock surges to $322.83 on $2.6B AI data center fuel cell deal, Daiwa upgrades to Outperform - eciks.org google-news-ai-infra
7d ago This $25 Nuclear Stock Could Turn $10,000 Into a Fortune yahoo-finance
9d ago Nvidia Says Its H100 GPU Prices Are Still Rising. That’s Good News for Nebius Stock. yahoo-finance
11d ago Could SpaceX IPO suck out value from other high volatility stocks? reddit-wsb
11d ago BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement yahoo-finance
11d ago Bloom Energy stock hits all-time high on strong Q1 earnings, 130% revenue growth - eciks.org google-news-ai-infra
11d ago FuelCell Energy Stock Rockets Again as AI Data-Center Power Trade Grips Wall Street - TechStock² google-news-ai-infra
14d ago Situational Awareness LP discloses $5.5 billion portfolio with large semiconductor puts and bitcoin miner longs yahoo-finance
7 older signals
15d ago Bloom Energy (BE) Crushes Q1 Estimates, Raises 2026 Guidance
17d ago Why $HYLN is the Ultimate Asymmetric Bet in the 100MW AI Power Race (Bloom Killer?)
19d ago AI Power Demand is Lifting Bloom Energy (BE)
20d ago Barclays Just Hiked Bloom Energy Price Target to $254: AI Data Center Power Story Just Got Bigger - 24/7 Wall St.
21d ago Barclays main BE: Equal-Weight → Equal-Weight
23d ago Clean Energy Stock Face-Off: Bloom Energy vs. Brookfield Renewable -- Which Is the Better Buy Right Now?
24d ago Here’s What the Street Thinks About Microsoft Corporation (MSFT) Post Earnings
Fundamentals & Data ▾
Bloom Energy Corporation Industrials · Electrical Equipment & Parts
Mkt Cap
$86B
Beta
3.83
52w Range
$18.12 - $322.83
Short Interest
26.2M 10.52%
Days to Cover
2.4 +7%
Technicals mixed
vs 20d MA
+1.8%
from 52w Hi
-5.8%
Vol (20d)
80%
1w return
+2.7%
1m return
+28.1%
Vol ratio
0.9x
Insiders
selling 0B / 9S
Analysts
bullish 1 up / 0 down
EPS Estimate
$0.39 +52.5% 30d 13up / 0dn
Est. Dispersion
45% 15 analysts
Analyst Target
$260 $55 - $335
Options P/C
3.28 1C / 1P unusual
Insider Cluster
strong sell 0B / 5S
Fund Convergence
strong Citadel, D.E. Shaw, Two Sigma, Renaissance, Bridgewater
Financials
Revenue
$751M +130% YoY
FCF
$47M
Gross Margin
30%
Op Margin
10%
Momentum: decelerating
Top Holders
Citadel $784M
D.E. Shaw $206M
Two Sigma $114M
Renaissance $73M
Bridgewater $6M
Recent Filings & Data
insider trade 17
net selling · $21,803,728 sold
14 insiders · 17 transactions (30d)
Recent transactions
IMMELT JEFFREY R · award
SODERBERG SHAWN MARIE · sell · $9,765,000
BUSH MARY KATE · sell · $6,674,000
CHAMBERS JOHN T · award
ZERVIGON EDDY · award
KURZYMSKI MACIEJ · sell · $1,827,339
KURZYMSKI MACIEJ · award
SODERBERG SHAWN MARIE · sell · $1,541,807
JOSHI AMAN · sell · $1,387,107
CHITOORI SATISH PRABHU · sell · $608,475
BUSH MARY KATE · other
EDWARDS SIMON STEPHEN · award
SNABE JIM HAGEMANN · award
BURGER BARBARA J · award
PINKUS GARY S. · award
WARNER CYNTHIA J · award
BOSKIN MICHAEL J · award
15 signals · latest 6d ago

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