BE Bloom Energy Corporation

bullish · high conviction track record → $273.51 -11.49 (-4.0%)
Mkt Cap $78B 52wk $18.39 - $322.83 7h ago
Insider selling: $21,803,728 sold by 14 insiders (30d)
Est. revisions: +0.7% (13 up, 0 down in 30d)
Factor Model (net +1.5)

Factor Model

net +1.5 4.0 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
-0.1
Analyst Rev.
+1.0
Narrative Gap
+0.0

Bloom Energy's AI deals fuel 130% revenue surge

Watch: Monitor upcoming earnings and contract execution on AI infrastructure deals to gauge sustainability of growth and margin trends.

Bloom Energy reported Q1 2026 revenue of $751.1M, up 130.4% YoY, turning profitable with $72.2M operating income and $129.7M non-GAAP operating income. It raised 2026 revenue growth guidance to about 80%. The company secured contracts for up to 3.8 GW power supply from Oracle and American Electric Power supporting AI data centers. Its stock surged 228% YTD amid booming AI infrastructure demand, despite insider selling pressure.

Strong revenue growth and AI-related contracts validate Bloom's leading position in power solutions crucial for the fast-expanding AI data center market, supporting its bullish analyst consensus and high valuation.

Evidence

8h ago BE Stock Is Up Nearly 3x This Year: Bloom Energy’s AI Boom Is Funding Itself, CEO Reportedly Suggests - TradingView google-news-ai-infra
8h ago BE Stock Is Up Nearly 3x This Year: Bloom Energy’s AI Boom Is Funding Itself, CEO Reportedly Suggests - TradingView google-news-ai-infra
8h ago AI is creating a new gold rush. Companies are investing heavily in the energy sector. AIPO ETF? reddit-investing
1d ago Artificial intelligence (AI) data centers are emerging as a key foundation for national competitiven.. - 매일경제 google-news-ai-infra
7d 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
7 older signals
11d ago BE Stock Alert: Bloom Energy, Nebius Enter Into $2.6 Billion Agreement
11d ago Bloom Energy stock hits all-time high on strong Q1 earnings, 130% revenue growth - eciks.org
11d ago FuelCell Energy Stock Rockets Again as AI Data-Center Power Trade Grips Wall Street - TechStock²
15d ago Situational Awareness LP discloses $5.5 billion portfolio with large semiconductor puts and bitcoin miner longs
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)
Fundamentals & Data ▾
Bloom Energy Corporation Industrials · Electrical Equipment & Parts
Mkt Cap
$78B
Beta
3.83
52w Range
$18.39 - $322.83
Short Interest
29.0M 11.66%
Days to Cover
2.8 +25%
Technicals mixed
vs 20d MA
+0.1%
from 52w Hi
-7.4%
Vol (20d)
80%
1w return
-7.4%
1m return
-1.0%
Vol ratio
1.0x
Insiders
selling 0B / 8S
Analysts
bullish 1 up / 0 down
EPS Estimate
$0.39 +0.7% 30d 13up / 0dn
Est. Dispersion
45% 15 analysts
Analyst Target
$263 $55 - $335
Options P/C
1.49
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 18
net selling · $21,803,728 sold
14 insiders · 18 transactions (30d)
Recent transactions
BUSH MARY KATE · award
BUSH MARY KATE · sell · $6,674,000
SODERBERG SHAWN MARIE · sell · $9,765,000
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
CHAMBERS JOHN T · award
ZERVIGON EDDY · award
IMMELT JEFFREY R · award
15 signals · latest 8h ago

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