TickerTalks
Browse all tickers →
TickerTalks›$BE
BEBE

Bloom Energy Corporation

$BE·$61B·Electrical Equipment & Parts·Industrials
$214.96+4.0%YTD+137.3%1Y+784.2%
Mentions · last 7 days
2026-07-10: 478 posts2026-07-11: 121 posts2026-07-12: 184 posts2026-07-13: 440 posts2026-07-14: 340 posts2026-07-15: 346 posts2026-07-16: 497 posts2,440-5%
Price updated 10h ago·X counts updated 1d ago
BEBE
$BEBloom Energy Corporation
$214.96+3.98%2.4k posts-5%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-18

Catching its breath after a run — could pick back up or fade from here.

Bloom Energy is the AI-power darling of 2026 — a $1.7B Nebius deal, an 8x rally, and two short reports about scandium sourcing that the CEO is publicly disputing.

Bloom Energy sells solid-oxide fuel cells that generate on-site electricity from natural gas, biogas or hydrogen — the exact 'power without waiting for the grid' pitch that has turned it into the reference AI-data-center-power stock. The stock is up 784% year-over-year, but the last two weeks added two short reports and a cluster of law-firm investigations that mean the story is now actively contested.

  • The Nebius deal is the reason the multiple is where it is: a $1.7B Industrial Development Funding financing plus an Oaktree investment specifically to deploy Bloom fuel cells behind the meter for the Nebius AI cluster is exactly the 'contracted revenue against AI capex' story that re-rated CLSK — and it's already booked here.
  • The core revenue engine is accelerating too: Q1 revenue more than doubled to $751M (+130% YoY), gross margin is 31%, and the operating line finally turned positive at 8.2% — the fundamentals moved from story to number this year.
  • The short attack is real and specific: Hunterbrook alleges Bloom is materially dependent on Chinese scandium despite CEO denials, and Crossroads Capital followed with a piling-on note — the stock fell roughly 10% in a session, and Bloom's formal 8-K rejection shows management is treating it as material.
  • The tape is cooling on those disclosures, not on fundamentals: the stock sits 22% below its 50-day even though still 24% above its 200-day, and multiple securities-fraud law-firm investigations have opened this week — not convictions yet, but they raise the discount rate on the earnings stream.

The July 28 Q2 print is the honest test: audited scandium disclosure plus a reaffirmed FY26 guide with the Nebius revenue on the P&L closes the short thesis and restarts the momentum toward $250+; anything that hedges the scandium supply chain or delays the Nebius deployment converts cooling into breaking-down and puts the mid-$180s in play.

What to watch: The July 28 Q2 print — specifically, any audited disclosure on scandium sourcing, reaffirmation of FY26 revenue guide including the Nebius contract, and any legal-proceedings language addressing the shareholder investigations. Clean answers restart the run; hedged language sends BE toward $180.

On the calendar: 2026-07-28 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠40 posts analyzed · as of 2026-07-17 · top-engagement diverged

Bloom Energy is at the center of a genuine short-report versus long-thesis fight. The bull leg is a $1.7B Industrial Development Funding and Oaktree investment to deploy Bloom fuel cells behind the meter for Nebius AI infrastructure, with Jim Cramer publicly telling viewers to buy and Clear Street reiterating a Hold with a $290 target. The bear leg is two short reports in one week: Hunterbrook alleges Bloom is materially reliant on Chinese scandium despite CEO denials, and Crossroads Capital followed with a piling-on note, sending the stock down about 10%. The top and representative streams disagree directionally on whether the scandium narrative is fatal or a fadeable dip.

Read the AI verdict + X sentiment for $BE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Makes solid oxide fuel cells generating on-site electricity from natural gas or hydrogen for industrial and data center customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $BE.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $BE

Neutral — Makes solid oxide fuel cells generating on-site electricity from natural gas or hydrogen for industrial and data center customers; this business's revenue is largely decoupled from the hyperscaler rack power acceleration and grid electrification capex.

Industry benchmark

32-name peer basket
+8.4%YTD
+51.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
12311.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
30.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$0.44$0.12+255.1%
Q4 2025Feb 5, 2026$0.45$0.31+46.7%
Q3 2025Oct 28, 2025$0.15$0.10+49.0%
Q2 2025Jul 31, 2025$0.10$0.01+725.8%
Next earningsTue, Jul 28·consensus EPS $0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$751.1M+130.4%30.0%9.6%$0.25$47.5M
Q4 FY25$777.7M+35.9%30.8%11.3%$0.00$398.5M
Q3 FY25$519.0M+57.1%29.2%1.5%$-0.10$7.4M
Q2 FY25$401.2M+19.5%36.1%8.5%$-0.18$-220.4M

Forward consensus

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.5B – $3.9B$2.14$1.59 – $2.4319
FY27$6.4B$5.3B – $7.3B$4.44$3.57 – $5.4520
FY28$9.6B$9.6B – $9.7B$7.51$5.06 – $11.9423
FY29$13.3B$10.9B – $15.6B$10.47$8.05 – $12.8311
FY30$16.0B$13.1B – $18.7B$13.90$10.69 – $17.0311

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.58%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-22.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+24.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 266.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.745-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 1Aman JoshiChief Commercial Officer8.3K sh$2.5MSellJun 16Aman JoshiChief Commercial Officer3.6K sh$1.0MSellJun 16Satish ChitooriChief Operations Officer2.8K sh$820KSellJun 16Soderberg Shawn MarieSee Remarks2.8K sh$820KSellJun 16Maciej KurzymskiChief Accounting Officer2.3K sh$652KSellMay 28John T ChambersDirector55.0K sh$16.4MSellMay 18Soderberg Shawn MarieSee Remarks2.7K sh$712KSellMay 14Aman JoshiChief Commercial Officer4.8K sh$1.4MSellMay 14Soderberg Shawn MarieSee Remarks2.9K sh$829KSellMay 14Satish ChitooriChief Operations Officer2.1K sh$608K
1–10 of 30
+ 26 other (22 awards · 2 exempts · 2 gifts) in window

See when $BE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJul 98-K — Item 7.01: Press release / Reg FD
AI summary

Bloom Energy filed a Regulation FD disclosure rejecting a short-seller report published by Hunterbrook Media that had raised questions about the company's accounting practices and scandium oxide supply chain. Management defended its financial reporting as accurate and compliant, and provided context around its procurement of scandium oxide used in its solid-oxide fuel cell technology. Bloom characterized the Hunterbrook report as misleading and containing factual errors. The defensive Reg FD disclosure ensures all investors simultaneously receive the company's rebuttal to the short-side thesis.

8-K/AOfficer or director change (amended)Jun 228-K/A — Item 5.02: Officer or director change
AI summary

Bloom Energy Corporation filed an 8-K/A to correct a June 17, 2026 8-K submitted prematurely due to printer error before final information was available. The amendment confirms that CEO Dr. KR Sridhar received a grant of performance-based restricted stock units for 319,082 shares of common stock at the target level under the 2018 Equity Incentive Plan. Administrative correction with no substantive change to the compensation decision — the underlying award terms are unchanged and the error was limited to premature filing.

8-KOfficer or director changeJun 178-K — Item 5.02: Officer or director change
AI summary

Bloom Energy Corporation filed an 8-K (Item 5.02) dated June 15, 2026, reporting a director or officer change. The excerpt contains only cover-page boilerplate with no names, effective dates, or compensation details visible. This is a routine personnel disclosure with no financial impact disclosed in the available text.

8-KCharter amendmentMay 278-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Bloom Energy Corporation held its 2026 Annual Meeting of Stockholders on May 21, 2026, at which stockholders approved charter amendments to the company's Restated Certificate of Incorporation. The specific nature of the charter amendments — such as changes to share structure or board governance — is described in the proxy statement but not detailed in the available excerpt. Annual meeting votes on all proposals are also disclosed. Charter amendments approved at an annual meeting are typically governance housekeeping or authorized share increases.

8-KPress release / Reg FDApr 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

BE reported first quarter ended March 31, 2026, and issued a pres financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

3New insider — initial holdingsApr 213
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for BE on 2026-04-21, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KMaterial agreementApr 138-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale
AI summary

BE entered into a material definitive agreement (8-K Item 1.01, dated 2026-04-13). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KOfficer or director changeMar 268-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

BE disclosed a personnel change (8-K Item 5.02, dated 2026-03-26). An executive departure and a new appointment are both reported. Simon Edwards has been appointed to serve as the Company’s Chief Financial. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 17 other (7 13Gs · 2 proxys · 1 SD · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Securities Fraud Investigation Into Bloom Energy Corporation (BE) Continues – Shareholders Who Lost Money Urged to Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firmbusinesswire.com·15h agoBloom Energy Corporation (BE) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigationbusinesswire.com·17h agoSecurities Fraud Investigation Into Bloom Energy Corporation (BE) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruzbusinesswire.com·18h ago3 Momentum Anomaly Picks as Markets Embrace War-Induced Volatilityzacks.com·19h agoBloom Energy stock has suffered a $40 billion wipeout: what next?invezz.com·22h ago

In themes

Explore the broader themes this ticker is being talked about under.

Best PerformersThe Power Grid

More in Electrical Equipment & Parts

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$EOSE$FCEL$TE$VRT$QS$AMPX$FPS$SLDP
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport