TickerTalks
Browse all tickers →
TickerTalks›$BE
BEBE

Bloom Energy Corporation

$BE·$65B·Electrical Equipment & Parts·Industrials
$206.30-2.1%YTD+151.9%1Y+301.8%
Mentions · last 7 days
2026-08-22: 61 posts2026-08-23: 80 posts1,159-5%
Price updated 13h ago·X counts updated 9d ago
BEBE
$BEBloom Energy Corporation
$206.30-2.12%1.2k 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 2026-08-31

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

The AI-power-bottleneck trade: fuel cells go from fringe to data-center staple, insiders start selling into strength, and an S&P 500 add is the potential September catalyst.

Bloom Energy makes solid-oxide fuel cells that generate on-site electricity — and that's suddenly the shape of the AI data-center power problem, because hyperscalers can't get grid interconnects fast enough. The stock is up 285% over the last twelve months and just started to cool off the recent highs.

  • The revenue inflection is unambiguous: Q1 revenue grew 130% year-over-year to $751M, and each of the last four EPS prints beat consensus by 47-255% — the historical 'fuel cells are a niche' story has been replaced with 'utilities and hyperscalers can't wait 5 years for a grid connect'.
  • The customer signal is what the market is really pricing: management has named a 2.45 GW site as its largest announced deal, and the pipeline includes multiple named hyperscalers — the AI-power bottleneck (Elon Musk's 15-gigawatt-warning framing) is a real supply gap Bloom's product fills.
  • Insider tape is loud and one-sided: director John Chambers sold $6.8M across two August dates, director Jeff Immelt sold $7.2M, and multiple officers added another $2.3M — a cluster that dense across seasoned directors is a 'this is a great price' signal, not a crisis flag.
  • The Sept 4 S&P 500 inclusion question is the near-term catalyst: prediction-market odds around 43% mean this isn't priced in yet — a Yes drives passive buying at scale, a No triggers a quick derating from Nancy Pelosi-headline hopefuls chasing the story.

The path if S&P 500 inclusion lands plus Q3 confirms the hyperscaler pipeline is the tape extending the 285% one-year run — the multiple stays extended and this becomes a durable AI-power name. What breaks the story is a No on Sept 4 combined with any incremental short-seller-report follow-through (Hunterbrook's July report was rejected but the class action deadline is Sept 28); that's when the cooling turns into a real drawdown and the insider-sale cluster looks perfectly timed.

Agrees with X sentimentThe X bull frame — Nancy Pelosi's disclosed purchase, Q2 revenue up 165%, S&P 500 inclusion odds around 43%, the 2.45 GW largest announced site and the data-center power bottleneck — captures the momentum setup correctly; the skeptical camp saying the stock is 'way too expensive over $200' with Wave I already topped near $360 is worth respecting given the $6.8M/$7.2M insider selling cluster from two seasoned directors.

What to watch: The Sept 4 S&P 500 rebalance decision and the Sept 28 securities class-action deadline — a Yes on inclusion drives passive buying at scale; a No plus any incremental Hunterbrook-style short follow-through turns cooling into a real drawdown.

On the calendar: 2026-09-04 — S&P 500 rebalance decision

X sentiment

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

Bullish sentiment159 posts analyzed · as of 2026-08-31

X is overwhelmingly bullish on Bloom Energy, with Nancy Pelosi's disclosed ~$12M share-plus-calls purchase igniting a 'Pelosi effect' rally and pulling copytraders in. Beyond the politician trade, bulls anchor on the AI-data-center power thesis, Elon Musk's grid-bottleneck comments, +165% Q2 revenue growth, and speculation about S&P 500 inclusion on Sept 4. A minority urges caution, arguing the stock has already run and wave counts point back toward $170s.

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

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $BE

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Bloom Energy Corporation engineers, produces, markets, and installs cutting-edge.

Industry benchmark

36-name peer basket
+19.5%YTD
+54.6%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$0.39+100.0%
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 earningsTue, Oct 27·consensus EPS $0.68

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$4.0B$4.0B – $4.1B$2.62$2.26 – $2.9017
FY27$6.7B$5.3B – $7.4B$4.80$3.84 – $5.7021
FY28$9.8B$6.5B – $15.0B$7.72$4.01 – $11.2225
FY29$12.9B$10.5B – $16.7B$10.85$8.24 – $15.0512
FY30$16.1B$13.1B – $20.8B$12.88$9.77 – $17.8512

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.0.6×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.52%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.-11.9%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.+9.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 276.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.6% 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.β3.835-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

SellAug 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$3.8MSellAug 3John T ChambersDirector15.0K sh$3.1MSellJul 1Aman JoshiChief Commercial Officer8.3K sh$2.5MSellJun 16Aman JoshiChief Commercial Officer3.6K sh$1.0MSellJun 16Maciej KurzymskiChief Accounting Officer2.3K sh$652KSellJun 16Satish ChitooriChief Operations Officer2.8K sh$820K
1–10 of 29
+ 21 other (19 awards · 1 exempt · 1 gift) 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.

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.

+ 17 other (7 13Gs · 3 10-Qs · 2 proxys · 1 SD) in window

Recent news

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

SEPTEMBER 28, 2026 BE INVESTOR DEADLINE: Bloom Energy Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuitprnewswire.com·13h agoBE DEADLINE: ROSEN, NATIONAL TRIAL LAWYERS, Encourages Bloom Energy Corporation Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action - BEglobenewswire.com·14h agoBE Investors Have Opportunity to Lead Bloom Energy Corporation Securities Fraud Lawsuitgurufocus.com·14h agoBE Investors Have Opportunity to Lead Bloom Energy Corporation Securities Fraud Lawsuitprnewswire.com·15h agoWill Faster Installations Drive Bloom Energy's AI Expansion?zacks.com·19h 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.

$EOSE$TE$VRT$PLUG$FCEL$ENS$ESP$AMPX
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