Bloom Energy Corporation
NYSE · us_market
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Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer for producing hydrogen. It sells its products through direct and indirect sales channels to utilities, data centers, retail, healthcare, education, telecom, manufacturing, and other industries. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Bloom Energy Corporation (NYSE:BE) ranks 6th on this list. Bloom Energy Corporation (NYSE:BE) is the largest bull position in the 13F portfolio of Situational Awareness LP. In filings for the first quarter of 2026, the fund […]
Bloom Energy is selling exactly what artificial intelligence data centers need: on-site power generation.
Between Bloom Energy and Plug Power, one company is generating positive cash flows and growing its revenue at a torrid pace.
Retail investor Chris Camillo, host of the Dumb Money Live channel and a practitioner of what he calls “social arbitrage,” laid out a sweeping framework for the AI investment cycle on a recent episode of The Iced Coffee Hour with hosts Graham Stephan and Jack Selby. His core argument was simple. The first two phases of ... Investor Chris Camillo Predicts The ‘Last Easy Trade’ of the AI Supercycle Is About to Start
NuScale Power has fallen far from recent highs. Is the sell-off opening a buying window, or should investors hold off?
BE's estimate upgrades and ROIC gap outweigh FCEL's lower leverage, as both chase fuel-cell and hydrogen demand.
Bloom Energy Corp shares are trading lower Friday as traders take profits after AI-power run, with S&P 500 up 0.2% and Industrials down 0.4%.
Chris Camillo, the retail investor and Dumb Money Live host known for his social-arbitrage trading style, used a recent appearance on The Iced Coffee Hour podcast to lay out one of the most concentrated public bets you will hear from a recognizable retail name. Roughly 70% of his portfolio sits in Amazon (NASDAQ:AMZN) through leveraged ... Investor Goes 70% Into Amazon With Leveraged Options, Calls Amazon ‘Ultimate Beneficiary’ of AI
If you are wondering whether Bloom Energy's share price still reflects fair value after a huge run, this article walks through what that current price might mean for you. The stock has been volatile recently, with the share price down about 5.8% over the past week, up 28.1% over the past month, and showing very large gains year to date and over the past few years. Recent coverage has focused on Bloom Energy's role in cleaner power solutions and investor interest in companies linked to energy...
Booming AI infrastructure spending should serve as a powerful tailwind for these two growth stocks.
Once a stock has blown past the buy point, you may feel like you missed your chance to get in. But here's how you can use breakaway gaps to your advantage.
Traders keep leaning into the AI data center power-demand theme tied to Bloom's on-site fuel-cell deployments.
Nebius Group N.V. revenue surged 684%, gross margins hit 74%, and the Bloom deal solves for power. Learn more about NBIS stock here.
Bloom Energy is positioned as a key supplier to the AI data center buildout, leveraging its advanced solid oxide fuel cell technology. See why BE stock is a hold.
FuelCell stock is up 300% and riding AI data center power demand. Fuel cells are becoming the gold standard for data center energy production. See more on FCEL here.
The Russell 2000 just hit a record high. Regional banks stalled. AI-linked small-caps drove the rally instead.
Bloom Energy powers AI data centers with SOFCs as revenue and backlog surgeâbut valuation looks stretched.
Bloom Energy's modular fuel cells address urgent grid bottlenecks and have secured major contracts. Read why BE stock is a Hold.
Nebius Group (NBIS) pulls back to $210 as investors cash in on recent gains. Is the bullish momentum still intact?
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 6.47M | $877.11M | 0.03% | Added+7.3% | 2026-03-31 |
| DEShaw | quant | 4.21M | $570.34M | 0.34% | Trimmed-52.2% | 2026-03-31 |
| TwoSigma | quant | 3.55M | $480.70M | 0.39% | Added+83.1% | 2026-03-31 |
| FidelityFMR | fundamental | 2.75M | $372.77M | 0.02% | Added+29.5% | 2026-03-31 |
| Wellington | fundamental | 2.07M | $280.95M | 0.05% | Trimmed-12.2% | 2026-03-31 |
| RenTech | quant | 535.9K | $72.61M | 0.11% | Added+106.0% | 2026-03-31 |
| Bridgewater | macro | 45.7K | $6.19M | 0.03% | Trimmed-28.7% | 2026-03-31 |
| Citadel | multi-strat | 45.4K | $6.15M | 0.01% | Trimmed-88.0% | 2026-03-31 |
| TRowePrice | fundamental | 2.17M | $293.48K | 0.03% | Added+85.1% | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-30upcoming | 0.39 | — | — |
| 2026-04-28 | 0.13 | 0.44 | +242.44% |
| 2026-02-05 | 0.30 | 0.45 | +50.38% |
| 2025-10-28 | 0.10 | 0.15 | +47.04% |
| 2025-07-31 | 0.02 | 0.10 | +457.10% |
| 2025-04-30 | -0.06 | 0.03 | +147.37% |
| 2025-02-27 | 0.31 | 0.43 | +39.49% |
| 2024-11-07 | 0.08 | -0.01 | -112.12% |
| 2024-08-08 | -0.05 | -0.06 | -31.49% |
| 2024-05-08 | -0.11 | -0.17 | -52.70% |
| 2024-02-15 | 0.10 | 0.07 | -33.06% |
| 2023-11-08 | -0.04 | 0.15 | +447.95% |
| 2023-08-03 | -0.14 | -0.17 | -25.60% |
| 2023-05-09 | -0.21 | -0.22 | -3.27% |
| 2023-02-09 | 0.11 | 0.27 | +135.87% |
| 2022-11-03 | -0.09 | -0.20 | -131.21% |
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| BE | -1.90% | +86.25% | +228.00% | +1443.04% |
| XLI | +0.10% | -1.32% | +11.61% | +21.22% |
| Alpha (stock − sector) | -2.00% | +87.57% | +216.39% | +1421.82% |