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BEBE

Bloom Energy Corporation

$BE·$83B·Electrical Equipment & Parts·Industrials
$221.31-6.3%YTD+160.9%1Y+92.3%
Price updated 7h ago·X counts updated 5d ago
BEBE
$BEBloom Energy Corporation
$221.31-6.34%1.9k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,862X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data25 posts analyzed · as of 2026-10-02

X is riding Bloom Energy as a momentum story — BE is the S&P 500's #2 five-year performer at +2,002%, up ~65% off the post-earnings dip, with weekly predictions clustering at $300-320. Pelosi reportedly added at $190 against the current $288. The dominant frame is "bull-flag/breakout next week" with Nebius's NJ gas-turbine problem cited as the structural tailwind. One technician warns R/R is poor at the 0.786 fib.

Read what X is saying about $BE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeCooling offAI verdict · as of 2026-10-02

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

Bloom Energy went parabolic on AI-datacenter power — now the question is whether earnings catch up to a 30x sales multiple.

Bloom Energy makes solid-oxide fuel cells for behind-the-meter power — exactly what hyperscalers need to feed AI data centers when the grid can't keep up. The stock has gone +1,655% in a year as that story grew teeth.

  • The customer wins are tangible: Q1 revenue grew 130% YoY, operating margin flipped positive to +8%, and the NBIS deal — fuel cells replacing gas turbines after NJ regulators pushed back — is the first real evidence Bloom is more than a developer-conference pitch.
  • The multiple does all the work: 30x sales and a PE above 12,000x — this requires years of 50%+ revenue growth with expanding margins to make math-sense from today, which is a lot to ask without a hiccup.
  • The crowd flexing Pelosi's $190 add and $320 price targets is confidence talk — the actual trigger for either direction is Oct 27 earnings, where backlog growth and 2027 capacity commitments decide the next 50% of upside.

Oct 27 is the gate — a backlog ramp plus signed hyperscaler contracts validates the multiple; a quiet print or any delivery-timing commentary and this cooling turns into a 30-40% give-back fast.

Agrees with X sentimentThe thread has the right drivers — the NBIS switch, hyperscaler fuel-cell demand, the parabolic chart — just adjust the price-target chatter for the fact that a 30x sales name doesn't need a bad quarter to lose 30%, just an uneventful one.

What to watch: Oct 27 Q3 — backlog growth, hyperscaler contract additions, operating-margin trajectory. Any delivery slip or supply-chain commentary turns cooling into a real correction.

On the calendar: 2026-10-27 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

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.

Industry benchmark

29-name peer basket
+15.9%YTD
-13.5%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
Q2 2026Jul 28, 2026$0.78$0.41+92.1%
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%
Next earningsThu, Oct 22·consensus EPS $0.69

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 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$4.0B – $4.3B$2.70$2.61 – $2.8418
FY27$6.9B$5.2B – $7.7B$4.96$4.22 – $5.6721
FY28$10.1B$6.8B – $15.5B$8.07$4.13 – $11.5425
FY29$12.8B$10.3B – $16.5B$10.77$8.04 – $14.8412
FY30$15.1B$12.1B – $19.4B$12.57$9.39 – $17.3312

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.0.8×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.53%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.-11.0%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.+2.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 276.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.9% 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.β3.775-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

SellOct 1Aman JoshiChief Commercial Officer8.4K sh$2.3MSellSep 16Aman JoshiChief Commercial Officer3.6K sh$972KSellSep 16Maciej KurzymskiChief Accounting Officer2.3K sh$616KSellSep 16Soderberg Shawn MarieSee Remarks2.9K sh$775KSellSep 16Satish ChitooriChief Operations Officer2.9K sh$775KSellAug 17Jeffrey R ImmeltDirector30.0K sh$7.2MSellAug 14Aman JoshiChief Commercial Officer4.7K sh$1.1MSellAug 14Satish ChitooriChief Operations Officer2.1K sh$496KSellAug 14Soderberg Shawn MarieSee Remarks2.9K sh$676KSellAug 13John T ChambersDirector15.0K sh$3.8M
1–10 of 24
+ 19 other (15 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 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Bloom Energy Corporation (BE) announced Q2 2026 financial results for the quarter ended June 30, 2026 via press release (Exhibit 99.1), and furnished investor presentation slides (Exhibit 99.2) for use in discussions with investors. No headline figures appear in the filing body. This is a standard combined earnings and Reg FD disclosure; financial performance detail is in the attached press release.

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.

+ 11 other (6 13Gs · 3 10-Qs · 1 SD · 1 routine 8-K) in window

Recent news

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

Bloom Energy vs. Constellation Energy: Which Energy Stock Is an AI-Driven Buy in 2026?fool.com·11h agoBloom Energy Supports Central Texas First Responders Ahead of Florida-Texas Matchupbusinesswire.com·11h agoBloom Energy Honors Gainesville Firefighters Who Prepare for the Moments That Matterbusinesswire.com·12h agoBloom Energy Is Up 157% in 2026: Take Profits, or Hold On for the Ride?247wallst.com·13h agoCan Bloom Energy Repeat Last Quarter's 29% Revenue Beat?benzinga.com·21h ago

In themes

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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.

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