Companies /Industrials

Bloom Energy Corp - Class A

NYSE: BE Electrical Equipment & Parts
$295.51
▲ $32.64 (+12.42%) today
Markets open · 1:53pm ET

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Earnings Beat +91.8% EPS vs. the estimate, revenue, and how the market reacted. Total Earnings Coverage →

Fundamentals

Market Cap
$77.4B
P/E Ratio
337.0
Profit Margin
7.9%
Revenue (TTM)
$3.1B
EPS (TTM)
$0.78
52-Week Range
$76 – $351
Street Target
$280.24

About Bloom Energy

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

Biggest movers · At the close
Gainers
  • BEBloom Energy$292.34+11.2%
  • RCLRoyal Caribbean Cruises$260.42+7.3%
  • LITELumentum$972.47+5.5%
  • DUOLDuolingo$141.67+5.5%
  • AMATApplied Materials$512.29+5.2%
Losers
  • AMCAMC Entertainment$3.05-7.5%
  • DKNGDraftKings$19.62-7.3%
  • ASANAsana$8.28-4.2%
  • FUBOfuboTV$9.1-3.7%
  • SLBSchlumberger$49.63-3.6%

Bloom Energy closed up 11.21% at $292.34, the only double-digit gain in a 383-name priority list. The other end was just as loud: AMC and DraftKings both gave up more than 7%.

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Biggest movers · On the open
Gainers
  • BEBloom Energy$283.36+7.8%
  • RCLRoyal Caribbean Cruises$257.13+6.0%
  • AMATApplied Materials$506.36+4.0%
  • VRTVertiv$251.75+3.2%
  • GLWCorning$156.24+3.1%
Losers
  • IQiQIYI$0.98-4.8%
  • BUDAnheuser-Busch InBev$74.09-3.9%
  • SLBSchlumberger$50.02-2.9%
  • EQNREquinor$41.1-2.8%
  • BTIBritish American Tobacco$54.65-2.5%

Bloom Energy opened 7.79% higher, the widest move in a 383-stock board where nothing else on either side cleared 6%. Energy names sit on the losing end, with iQIYI the weakest at -4.81% and still under a dollar.

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BEBloom Energy
Regular session
$265.52
-6.04%open $282.60

A 6% slide to $265.53 from a $282.60 open strips roughly $5 billion off a $78.2 billion market cap in a single session. Moves this size in a name this richly valued are worth tracking into the close.

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Portfolio concentrationLeopold AschenbrennerSituational Awareness
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.

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BE Coverage

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