Bloom Energy : BE

Earnings Beat +91.8%

›

BE

Stock Data

$206.63

$2.38 (1.14%)

Asset Type

Common Stock

Exchange

NYSE

Currency

USD

Country

USA

Sector

INDUSTRIALS

Industry

ELECTRICAL EQUIPMENT & PARTS

Bloom Energy Corp, based in San Jose, California, specializes in creating and deploying innovative fuel cell systems that generate electricity on-site. Their flagship product, the Bloom Energy Server, uses a solid oxide technology to convert various fuels like natural gas, biogas, and hydrogen into electricity through an eco-friendly electrochemical process. Primarily serving sectors such as utilities, data centers, and healthcare, Bloom Energy aims to deliver reliable, clean energy solutions across the globe. Originally named Ion America Corp., the company rebranded to Bloom Energy Corporation in 2006.

Latest Activity

Portfolio concentrationLeopold AschenbrennerSituational Awareness

Aug 14

77.3%in the top 5 names · 23 long positions disclosed

SNDKSANDISK CORP
28%
MUMICRON TECHNOLOGY INC
27.5%
BEBLOOM ENERGY CORP
9.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC
6.2%
NBISNEBIUS GROUP N.V.
6.1%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Leopold Aschenbrenner's Situational Awareness had 77.3% of its long book in five names as of June 30, with memory alone accounting for more than half. That is the portfolio behind the roughly $15 billion hit Jane Street took in July, disclosed only now and before the forced sale to Citadel.

BEBloom Energy

Q2 2026

Jul 28, 4:07pm ET

EPS

$0.78

est $0.41+91.8%

Revenue

$1.07B

est $827M+28.8%

Bloom Energy's onsite fuel cell solutions rode a surge in AI data center demand to a blowout quarter, with EPS nearly doubling estimates and full-year revenue guidance implying 100% growth. CEO KR Sridhar noted all major U.S. hyperscalers and over a dozen neoclouds have now validated Bloom as the standard for AI factory power.

Quarterly EPS — reported vs estimate

Loading…

All Bloom Energy Articles

189 Articles

Eric Bleeker | Yesterday

Behind-the-Meter Energy Stocks Fall Tuesday: FTAI Aviation Down 7%, GE Vernova Down 6%, Caterpillar Down 4%

A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into…

David Moadel | Yesterday

Plug Power Falls 5%, Bloom Energy Sinks 8% With the 10-Year Yield Near a 52-Week High

Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently,…

Thomas Richmond | Aug 17, 2026 at 5:48 PM EDT

Situational Awareness’ 13F Reveals an $11 Billion AI Bet That Unraveled in Under a Month

Leopold Aschenbrenner built one of the most concentrated AI bets in hedge fund history, and then watched it come apart…

Eric Bleeker | Aug 15, 2026 at 9:31 AM EDT

Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data…

Vandita Jadeja | Aug 14, 2026 at 1:00 PM EDT

Bloom Energy Stock Has Exploded. Here’s What Could Drive It Even Higher.

Bloom Energy has surged over 400% in a year on the back of the AI power boom, but with an…

Eric Bleeker | Aug 12, 2026 at 6:15 PM EDT

Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers on Wednesday

Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute…

David Moadel | Aug 12, 2026 at 12:36 PM EDT

Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%

A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel…

David Moadel | Aug 11, 2026 at 9:47 AM EDT

Plug Power Jumps 10% on Margin Turnaround, Raised 2026 Guidance; FuelCell, Bloom Energy Climb

Plug Power posted a quarter that stopped traders in their tracks, but the stock still sits near multi-year lows and…

David Moadel | Aug 6, 2026 at 3:19 PM EDT

Bloom Energy Is Down 20% in a Month. Is It Time to Switch to Plug Power or FuelCell Energy?

Bloom Energy has shed over 20% in four weeks after a staggering year-to-date run, and now shareholders face a decision…

Vandita Jadeja | Aug 6, 2026 at 9:30 AM EDT

Prediction: Up 120% YTD, Bloom Energy Has Room to Run

Bloom Energy has staged one of the most explosive runs in the market this year, but a recent pullback and…

David Moadel | Jul 30, 2026 at 1:26 PM EDT

Bloom Energy Soars 28%, FuelCell Energy Rockets 27% as Q2 Results Sink In and Mizuho Upgrades

Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring…

Trey Thoelcke | Jul 30, 2026 at 9:15 AM EDT

Wall Street Holds Firm on Bloom Energy as Reddit Investors Flee

Bloom Energy just posted record revenue and raised its guidance, yet retail investors are bailing while a short-seller report and…

Lee Jackson | Jul 30, 2026 at 8:05 AM EDT

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More

Wall Street analysts reshuffled their bets on Thursday as geopolitical fires, a Fed dissent surprise, and a brutal semiconductor selloff…

David Moadel | Jul 29, 2026 at 10:02 AM EDT

Bloom Energy Gains and Loses 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance

Bloom Energy just posted numbers that silenced short sellers and stunned Wall Street, but the stock's wild two-day swing reveals…

Lee Jackson | Jul 29, 2026 at 8:16 AM EDT

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Caesars Entertainment, CarMax, Caterpillar, Ford, MPLX LP, Noble, Reddit, Texas Instruments, and More

Wall Street analysts reshuffled their bets on Wednesday with a wave of upgrades, downgrades, and fresh initiations spanning energy, autos,…

1 2 3 … 13

Bloom Energy : BE

BE

$206.63

Latest Activity

All Bloom Energy Articles

Behind-the-Meter Energy Stocks Fall Tuesday: FTAI Aviation Down 7%, GE Vernova Down 6%, Caterpillar Down 4%

Plug Power Falls 5%, Bloom Energy Sinks 8% With the 10-Year Yield Near a 52-Week High

Situational Awareness’ 13F Reveals an $11 Billion AI Bet That Unraveled in Under a Month

Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

Bloom Energy Stock Has Exploded. Here’s What Could Drive It Even Higher.

Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers on Wednesday

Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%

Plug Power Jumps 10% on Margin Turnaround, Raised 2026 Guidance; FuelCell, Bloom Energy Climb

Bloom Energy Is Down 20% in a Month. Is It Time to Switch to Plug Power or FuelCell Energy?

Prediction: Up 120% YTD, Bloom Energy Has Room to Run

Bloom Energy Soars 28%, FuelCell Energy Rockets 27% as Q2 Results Sink In and Mizuho Upgrades

Wall Street Holds Firm on Bloom Energy as Reddit Investors Flee

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More

Bloom Energy Gains and Loses 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Caesars Entertainment, CarMax, Caterpillar, Ford, MPLX LP, Noble, Reddit, Texas Instruments, and More

The Family That Invented Hot Pockets Moved $540 Million Into Its Own Private ETF. The Tax Bill Might Be Deferred Forever

He Donated His $70,000 Classic Car. The Charity Sold It for $32,000, and That Became His Deduction Ceiling.

SOXL Turns Every 1% Nvidia Move Into 3%. Here’s What $10,000 Did in the Last 12 Months

The Family That Invented Hot Pockets Moved $540 Million Into Its Own Private ETF. The Tax Bill Might Be Deferred Forever

He Donated His $70,000 Classic Car. The Charity Sold It for $32,000, and That Became His Deduction Ceiling.

The Family That Invented Hot Pockets Moved $540 Million Into Its Own Private ETF. The Tax Bill Might Be Deferred Forever

He Donated His $70,000 Classic Car. The Charity Sold It for $32,000, and That Became His Deduction Ceiling.

Bloom Energy : BE

BE

$206.63

Latest Activity

All Bloom Energy Articles

Behind-the-Meter Energy Stocks Fall Tuesday: FTAI Aviation Down 7%, GE Vernova Down 6%, Caterpillar Down 4%

Plug Power Falls 5%, Bloom Energy Sinks 8% With the 10-Year Yield Near a 52-Week High

Situational Awareness’ 13F Reveals an $11 Billion AI Bet That Unraveled in Under a Month

Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

Bloom Energy Stock Has Exploded. Here’s What Could Drive It Even Higher.

Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers on Wednesday

Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%

Plug Power Jumps 10% on Margin Turnaround, Raised 2026 Guidance; FuelCell, Bloom Energy Climb

Bloom Energy Is Down 20% in a Month. Is It Time to Switch to Plug Power or FuelCell Energy?

Prediction: Up 120% YTD, Bloom Energy Has Room to Run

Bloom Energy Soars 28%, FuelCell Energy Rockets 27% as Q2 Results Sink In and Mizuho Upgrades

Wall Street Holds Firm on Bloom Energy as Reddit Investors Flee

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Dave, Fiverr, Humana, Las Vegas Sands, Lemonade, Procter & Gamble, SK hynix, Wix.com, and More

Bloom Energy Gains and Loses 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Bloom Energy, Caesars Entertainment, CarMax, Caterpillar, Ford, MPLX LP, Noble, Reddit, Texas Instruments, and More

The Family That Invented Hot Pockets Moved $540 Million Into Its Own Private ETF. The Tax Bill Might Be Deferred Forever

He Donated His $70,000 Classic Car. The Charity Sold It for $32,000, and That Became His Deduction Ceiling.

SOXL Turns Every 1% Nvidia Move Into 3%. Here’s What $10,000 Did in the Last 12 Months

Featured Reads

The Family That Invented Hot Pockets Moved $540 Million Into Its Own Private ETF. The Tax Bill Might Be Deferred Forever

He Donated His $70,000 Classic Car. The Charity Sold It for $32,000, and That Became His Deduction Ceiling.