Bloom Energy Corp (BE)
NYSE · Price as of · Nasdaq Real Time Price
- Profitability5/20
Losing money ($-301.7M over the last four reported quarters), but the top line is growing fast. Revenue over the last four reported quarters was $3.81B, up 112% from $1.80B the year before. Growth this quick earns partial credit; it still has to turn into profit.
- Insider buying vs selling11/20
Insiders are sellers only: 14 sells worth $26.0M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings1/15
Share count up 25.0% in a year and 1 offering-related filing. Heavy dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts26
- Implied upside+30.9%
- Target range$97.00 to $380.00
- EPS expected$0.67 +348%
- A year ago$0.15
- Revenue expected$1.07B +106%
- Estimate range$0.59 to $0.80
- Priced move±9.6%
BE closed at $217.77 on Oct 22, down 20.9% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 52% of the 52-week range ($76.97 to $345.85).
Insider buying and selling at Bloom Energy Corp (BE)
The most recent Form 4 on record for Bloom Energy Corp (BE) is August 17, 2026, when Jeffrey R Immelt, Director, sold $7.2M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Jeffrey R Immelt · Director | Sell | $7.2M | August 17, 2026 | Routine |
| John T Chambers · Director | Sell | $16.4M | May 28, 2026 | Routine |
| Mary K Bush · Director | Sell | $6.7M | May 7, 2026 | Worth a look |
| Shawn Marie Soderberg · See Remarks | Sell | $9.8M | April 29, 2026 | Routine |
| Shawn Marie Soderberg · See Remarks | Sell | $11.8M | April 14, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Joshi Aman · Officer | $2.3M | October 1, 2026 | Executed | Routine |
| Joshi Aman · Officer | $933,919 | September 16, 2026 | Executed | Routine |
| SODERBERG SHAWN MARIE · Officer | $744,335 | September 16, 2026 | Executed | Routine |
| Chitoori Satish · Officer | $744,335 | September 16, 2026 | Executed | Routine |
| Kurzymski Maciej · Officer | $616,031 | September 16, 2026 | Executed | Vested shares |
Congress trades in BE
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-07-28 | Nancy Pelosi CA | Purchase | $500,001 - $1,000,000 | |
| 2026-07-24 | Nancy Pelosi CA | Purchase | $1,000,001 - $5,000,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 10-Q | October 22, 2026 | 10-Q |
| 8-K | October 22, 2026 | 8-K |
| 4 | October 2, 2026 | 4 |
| 4 | October 2, 2026 | 4 |
| 4 | October 2, 2026 | 4 |
| 144 | October 1, 2026 | View on EDGAR |
| 4 | September 18, 2026 | 4 |
| 4 | September 18, 2026 | 4 |
Bloom Energy news
All 16 articles
Oracle (ORCL) and Nebius (NBIS) pivot data center projects to Bloom Energy (BE) after gas permitting delays
SemiAnalysis reported Thursday that permitting delays forced two high-profile data center projects, Oracle's Project Jupiter and Nebius New Jersey, to pivot to Bloom Energy fuel cells. Nebius New Jersey is the Vineland site we reported on in August.
Bloom Energy (BE) is joining the S&P 500. Pelosi's household bought it in July, while it was falling.
S&P Dow Jones Indices named Bloom Energy to the S&P 500 on Friday. The same ticker turned up in a Pelosi periodic transaction report last month, bought on two falling days in late July.
GE Vernova (GEV) is booking turbines years out. Data centers are buying Bloom Energy (BE) fuel cells instead.
Heavy-duty gas turbines are booked years out, so AI data centers are paying for onsite power instead. What GE Vernova, Bloom Energy, Power Solutions International, NRG and EQT each sell into that gap.
Nancy Pelosi opened a new Bloom Energy (BE) position worth up to $12 million in late July
Nancy Pelosi's financial disclosure, filed August 21, shows a first-time position in Bloom Energy (BE): about 15,000 shares and 200 call options worth $3 million to $12 million, her biggest new single-name bet of 2026. The same filing adds 10,000 shares and 50 call options of Intel (INTC), on top of the Intel options she reported in June.
New Mexico blocked the pipeline feeding Oracle's (ORCL) biggest Stargate site. Bloom Energy (BE) has 2.45 GW riding on it.
New Mexico's land commissioner denied the Green Chile gas pipeline for Oracle's Project Jupiter Stargate site a second time, and SemiAnalysis now sees a 1 to 2 year delay risk. That puts Bloom Energy's record 2.45 GW fuel cell order, and a $61 billion market cap built on AI power deals, on the clock.
Articles that mention Bloom Energy without it being the main subject.
New Jersey fines DataOne $1.07 million over unpermitted generators at Nebius (NBIS) site serving Microsoft
New Jersey fined DataOne $1.07 million for running 62 gas generators without air permits at the Vineland data center that DataOne is building for Nebius. DataOne has 45 days to apply for permits.
Oracle (ORCL) is building its New Mexico data center before its power plant has an air permit or a gas supply line
A report released by a New Mexico law group lists what is still unresolved at Oracle's Project Jupiter: the power plant's air permit, a delayed gas pipeline, water limits, tax-break lawsuits, and jobs.
Leopold Aschenbrenner is buying options again through a new broker, six weeks after a 67% portfolio drop
The Financial Times says Situational Awareness is working with Clear Street and rebuilding in AMD, Intel, SK Hynix, SanDisk and CoreWeave using customized flex options. CNBC's list is not the same one.
Frequently asked questions
When does BE report earnings?
Bloom Energy Corp (BE) is scheduled to report quarterly results today, after the close. The 17-analyst consensus is $0.67 per share on revenue of $1.07B for the quarter ended September 30, 2026, against $0.15 and $519.0M a year earlier. The options market is pricing a move of about 9.6% in either direction on the report, based on the cost of the at-the-money straddle expiring October 23, 2026.
What do analysts expect for BE?
26 analysts cover Bloom Energy Corp (BE). The consensus rating is Buy. The average price target is $285.08, in a range of $97.00 to $380.00.
Are insiders buying or selling BE?
We track Form 4 filings for Bloom Energy Corp (BE). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see BE SEC filings?
Recent filings are listed on this page, newest first. The latest is a 10-Q filed October 22, 2026.