Bloom Energy makes fuel cells that generate electricity on-site from fuels like natural gas or hydrogen, powering critical facilities like data centers and hospitals.
The company's revenue comes from selling and installing these fuel cell systems. Recent annual data shows revenue of USD 1.47B in 2024, with a gross margin of 27.46%.
Bloom Energy's proprietary solid-oxide fuel cell technology is difficult for competitors like Plug Power or Ballard Power Systems to replicate quickly, providing a technological edge.
Five-factor rating
Strong Buy (sector percentile 92) — value D, growth A+, profitability B-, momentum A-, revisions C-. Updated daily, sector-relative, identical for every user.
Most active voices on $BE
@primetrading_ · Alex Desjardins · 130 mentions · 31.3K followers
$BEBloom Energy Corporation · Electrical Equipment & Parts · $59.3B
Street Buy · PT $276.47 (+0.4%)
$201.45
-0.5%
Event thread
Key events, in time order
30 items
CompanyBull🔥Developing
AI Energy Demand and Institutional Moves Reinforce BE Growth Narrative
Multiple outlets and investors highlight AI power bottleneck favoring BE; hedge funds added in Q2, supporting high-growth thesis.
D1 -2.7% · +5d -12.4%
›3 waves of this story
2026-08-14 Multiple outlets highlight Bloom Energy as AI data center power provider, shares rise
2026-08-22 Media highlight AI power demand and rapid deployment, but stock retreats from highs
2026-08-23 Multiple outlets and investors highlight AI power bottleneck favoring BE; hedge funds added in Q2, supporting high-growth thesis.
产品🔥Developing
BE's Power Connect Draws Continued Attention, Cutting Installation Time by 40%+
Media review new product advantage; weekly stock decline attributed to profit-taking, not fundamentals.
D1 -2.0% · since -0.5%
›3 waves of this story
2026-08-20 New deployment system shifts electrical work into factory, boosting delivery efficiency and strengthening AI data center power competitiveness
2026-08-20 Multiple media and analysts highlight potential to ease data center deployment bottleneck, strengthening AI power advantage
2026-08-22 Media review new product advantage; weekly stock decline attributed to profit-taking, not fundamentals.
28 earlier events›
CapitalBear
Citadel Unwind Triggers Selloff in BE and AI Names
Multiple X posts cite $180B AI portfolio unwind linked to Citadel, pressuring BE
CompanyBull
Vineland 300MW Data Center Approved; BE On-Site Power Infrastructure Cleared
9-1 planning board approval advances $17B MSFT contract; BE power infrastructure approval is key milestone
D1 -10.0% · since -3.6%
CapitalBear
Director John Chambers Sells 15,000 Shares for $3.75M
Insider selling may raise concerns about company outlook
D1 +1.0% · since -13.2%
AnalystBull
Mizuho Raises Bloom Energy PT to $242, Outperform
Mizuho upgrades to Outperform with $242 PT, reflecting AI data center power demand growth
D1 -0.6% · +5d +6.6%
›2 waves of this story
2026-07-31 Multiple sources confirm Mizuho's upgrade, driving shares up, signaling bullish AI data center demand.
2026-08-14 Mizuho upgrades to Outperform with $242 PT, reflecting AI data center power demand growth
AnalystBull
Zacks #1 Strong Buy: BE Named Top Growth Stock for Aug 11
Zacks ranks BE among top growth stocks for Aug 11 alongside SNDR and TAL
D1 +0.3% · +5d -1.0%
›2 waves of this story
2026-08-11 Zacks lists BE as a Strong Buy growth stock alongside SNDR and TAL
2026-08-11 Zacks ranks BE among top growth stocks for Aug 11 alongside SNDR and TAL
RegulationBear
Rosen Law Firm Reminds BE Investors of Securities Fraud Lawsuit Deadline
Multiple law firms continue to solicit investors as deadline approaches, raising legal risk.
D1 -0.6% · +5d +6.6%
›12 waves of this story
2026-07-31 At least four firms filed or reminded of lawsuits alleging violations from Feb 2025 to Jul 2026; investors may seek lead plaintiff.
2026-08-01 Robbins, DJS, Rosen and others remind investors as litigation escalates.
2026-08-03 New reminders from multiple firms on Aug 2-3, litigation ongoing
2026-08-04 Multiple law firms announce investor opportunity to lead lawsuit, alleging misleading statements by company and executives
2026-08-04 Multiple firms remind investors of Sept 28, 2026 deadline; class period covers Feb 27, 2025 to Jul 8, 2026
2026-08-05 At least 5 firms including Rosen, Bragar Eagel, Bronstein issued notices today; lead plaintiff deadline Sept 28
2026-08-06 New reminders from multiple firms about Sept 28 deadline; class period specified as Feb 27, 2025 to Jul 8, 2026.
2026-08-08 Robbins Geller, Kaplan Fox, Rosen and others issue investor alerts; lead plaintiff deadline set for September 28
2026-08-08 New plaintiff counsel reminder reinforces ongoing litigation signal
2026-08-08 New firm joins class action, deadline approaching for investors
2026-08-09 Law firm issues press release urging investors to secure counsel before the upcoming deadline in the securities class action.
2026-08-10 Multiple law firms continue to solicit investors as deadline approaches, raising legal risk.
CompanyBull
Bloom Energy Capitalizes on Overlooked AI Hardware Power Niche
While AI data center power demand dominates headlines, BE profits from rapidly deployable fuel cells for hardware makers
D1 -4.0% · +5d +10.2%
CapitalBear
Avior Cuts BE Stake by 57.4% in Q2
After Assenagon's increase, Avior's big cut shows institutional divergence
D1 -4.0% · +5d +10.2%
›3 waves of this story
2026-08-08 Two institutions took opposite positions in Q2, showing divergence among holders
2026-08-08 Assenagon increases by 3,398%, Avior cuts by 57.4%, showing institutional divergence
2026-08-08 After Assenagon's increase, Avior's big cut shows institutional divergence
CompanyBull
Bloom Energy Expands MiTAC Partnership to Strengthen AI Onsite Power
Evercore ISI reiterates Outperform with $350 PT, citing MiTAC expansion and AI infrastructure customers
D1 -2.3% · +5d +3.2%
›2 waves of this story
2026-08-06 Company announces expanded partnership with server solutions provider MiTAC, furthering AI onsite power standards.
2026-08-07 Evercore ISI reiterates Outperform with $350 PT, citing MiTAC expansion and AI infrastructure customers
Earnings
Post-Q2 Earnings Pullback, Analysts See Growth but Question Consistency
Q2 revenue up 165% to $1.07B, raised guidance, but shares dip Monday
D1 +6.1% · +5d -3.5%
CapitalBull
Bank of America Increases Stake in Bloom Energy by 6.1%
2026-07-30 Q2 revenue +166% YoY, non-GAAP op margin 22.5%, FY26 guide raised to $4B+, stock faded from +12% AH to -3%
AnalystBull
Mizuho upgrades to Outperform
D1 +26.5% · +5d +10.5%
8-K filing
8-K: Item 2.02, Item 7.01, Item 9.01
D1 -11.3% · +5d +36.7%
Earnings
Earnings report
公司将2026年全年营收预期上调至39亿至42亿美元，预计全年营收将实现100%的增长。
D1 -11.3% · +5d +36.7%
CapitalBull
Delta Global Management Opens $1.51M Position
Delta Global Management disclosed a new 11,113-share purchase in 13F filing, showing institutional positioning ahead of earnings.
D1 +1.8% · +5d +16.0%
CapitalBear
Unusual Options Activity: Put Volume Surges 84%
Friday put volume reached 179,305 contracts, up 84% from normal, drawing market attention.
D1 +1.8% · +5d +16.0%
Capital
Institutional Buy and Price Drop Fuel Bull-Bear Split
Aureus buys 4,549 shares, but price remains contested ahead of Q2 earnings
D1 -0.4% · +5d -4.7%
›2 waves of this story
2026-07-23 Aureus bought 4,549 shares; stock fell 3.55% to $218.22; social media shows mixed views
2026-07-23 Aureus buys 4,549 shares, but price remains contested ahead of Q2 earnings
AnalystBull
JPMorgan Raises Bloom Energy PT to $346
Analyst sees AI power demand, new contracts as near-term catalyst
D1 +14.8% · +5d -26.3%
RegulationBear
New Mexico Regulators Reject Pipeline Permit for Oracle Data Center a Second Time
Regulatory rejection could delay up to 2.5GW of Bloom fuel cells, sending shares lower
D1 -8.3% · +5d -4.5%
CapitalBear
Bank of New York Mellon Cuts Bloom Energy Stake by 29.2%
Institutional position change, consistent with prior event, no new facts.
D1 -8.3% · +5d -4.5%
›2 waves of this story
2026-07-19 Institutional stake reduction disclosed, reflecting sentiment shift, but no price impact noted.
2026-07-19 Institutional position change, consistent with prior event, no new facts.
CapitalBull
Bloom Energy-Brookfield partnership expanded to $25B financing framework
Multiple sources reference the framework in context of AI data center power demand, but no new facts.
D1 -4.5% · +5d -15.6%
›3 waves of this story
2026-07-13 Expanded from $5B to $25B, but as financing framework not immediate revenue, affecting long-term capital support outlook.
2026-07-13 Partnership expanded from $5B to $25B, but it's a financing framework not immediate revenue; AI data center demand supports growth outlook.
2026-07-18 Multiple sources reference the framework in context of AI data center power demand, but no new facts.
CapitalBull
IDF and Oaktree Invest $1.7B in Bloom Energy Fuel Cells
Powers Nebius AI cloud, with Morgan Stanley support
D1 -13.6% · +5d +5.1%
AnalystBull
Jim Cramer Publicly Recommends Buying Bloom Energy
Cramer on CNBC Lightning Round says BE has come down a great deal and is a non-combustible way to power data centers
D1 -13.6% · +5d +5.1%
OtherBull
Bloom Energy Highlighted as Beneficiary of AI Data Center Power Demand
Zacks and Fool articles both note BE benefits from AI data center power demand and grid modernization
D1 -1.7% · +5d -8.8%
①
Bull vs bear
by direction · sourced
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Bear0
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Community
AI synthesis + sources
Hedge funds are adjusting AI infrastructure holdings, with Bloom Energy being a notable buy. The stock is also highlighted as a top performer for 2026, suggesting positive momentum.
Main discussion
Hedge funds bought $BE in Q2, adjusting AI infrastructure exposure.
$BE is listed as a top 2026 performer with a 132% gain.
The 'Scandium bear case' for $BE appears to be invalidated.
Different voices
All 4 high-credibility posts this period lean bullish; no counterpoints surfaced — note the perspective gap
View 4 source posts· AI-organized · For reference only, not investment advice
Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
30 items
CompanyBull🔥Developing
AI Energy Demand and Institutional Moves Reinforce BE Growth Narrative
Multiple outlets and investors highlight AI power bottleneck favoring BE; hedge funds added in Q2, supporting high-growth thesis.
D1 -2.7% · +5d -12.4%
›3 waves of this story
2026-08-14 Multiple outlets highlight Bloom Energy as AI data center power provider, shares rise
2026-08-22 Media highlight AI power demand and rapid deployment, but stock retreats from highs
2026-08-23 Multiple outlets and investors highlight AI power bottleneck favoring BE; hedge funds added in Q2, supporting high-growth thesis.
产品🔥Developing
BE's Power Connect Draws Continued Attention, Cutting Installation Time by 40%+
Media review new product advantage; weekly stock decline attributed to profit-taking, not fundamentals.
D1 -2.0% · since -0.5%
›3 waves of this story
2026-08-20 New deployment system shifts electrical work into factory, boosting delivery efficiency and strengthening AI data center power competitiveness
2026-08-20 Multiple media and analysts highlight potential to ease data center deployment bottleneck, strengthening AI power advantage
2026-08-22 Media review new product advantage; weekly stock decline attributed to profit-taking, not fundamentals.
CapitalBear
Citadel Unwind Triggers Selloff in BE and AI Names
Multiple X posts cite $180B AI portfolio unwind linked to Citadel, pressuring BE
CompanyBull
Vineland 300MW Data Center Approved; BE On-Site Power Infrastructure Cleared
9-1 planning board approval advances $17B MSFT contract; BE power infrastructure approval is key milestone
D1 -10.0% · since -3.6%
CapitalBear
Director John Chambers Sells 15,000 Shares for $3.75M
Insider selling may raise concerns about company outlook
D1 +1.0% · since -13.2%
25 earlier events›
AnalystBull
Mizuho Raises Bloom Energy PT to $242, Outperform
Mizuho upgrades to Outperform with $242 PT, reflecting AI data center power demand growth
D1 -0.6% · +5d +6.6%
›2 waves of this story
2026-07-31 Multiple sources confirm Mizuho's upgrade, driving shares up, signaling bullish AI data center demand.
2026-08-14 Mizuho upgrades to Outperform with $242 PT, reflecting AI data center power demand growth
AnalystBull
Zacks #1 Strong Buy: BE Named Top Growth Stock for Aug 11
Zacks ranks BE among top growth stocks for Aug 11 alongside SNDR and TAL
D1 +0.3% · +5d -1.0%
›2 waves of this story
2026-08-11 Zacks lists BE as a Strong Buy growth stock alongside SNDR and TAL
2026-08-11 Zacks ranks BE among top growth stocks for Aug 11 alongside SNDR and TAL
RegulationBear
Rosen Law Firm Reminds BE Investors of Securities Fraud Lawsuit Deadline
Multiple law firms continue to solicit investors as deadline approaches, raising legal risk.
D1 -0.6% · +5d +6.6%
›12 waves of this story
2026-07-31 At least four firms filed or reminded of lawsuits alleging violations from Feb 2025 to Jul 2026; investors may seek lead plaintiff.
2026-08-01 Robbins, DJS, Rosen and others remind investors as litigation escalates.
2026-08-03 New reminders from multiple firms on Aug 2-3, litigation ongoing
2026-08-04 Multiple law firms announce investor opportunity to lead lawsuit, alleging misleading statements by company and executives
2026-08-04 Multiple firms remind investors of Sept 28, 2026 deadline; class period covers Feb 27, 2025 to Jul 8, 2026
2026-08-05 At least 5 firms including Rosen, Bragar Eagel, Bronstein issued notices today; lead plaintiff deadline Sept 28
2026-08-06 New reminders from multiple firms about Sept 28 deadline; class period specified as Feb 27, 2025 to Jul 8, 2026.
2026-08-08 Robbins Geller, Kaplan Fox, Rosen and others issue investor alerts; lead plaintiff deadline set for September 28
2026-08-08 New plaintiff counsel reminder reinforces ongoing litigation signal
2026-08-08 New firm joins class action, deadline approaching for investors
2026-08-09 Law firm issues press release urging investors to secure counsel before the upcoming deadline in the securities class action.
2026-08-10 Multiple law firms continue to solicit investors as deadline approaches, raising legal risk.
CompanyBull
Bloom Energy Capitalizes on Overlooked AI Hardware Power Niche
While AI data center power demand dominates headlines, BE profits from rapidly deployable fuel cells for hardware makers
D1 -4.0% · +5d +10.2%
CapitalBear
Avior Cuts BE Stake by 57.4% in Q2
After Assenagon's increase, Avior's big cut shows institutional divergence
D1 -4.0% · +5d +10.2%
›3 waves of this story
2026-08-08 Two institutions took opposite positions in Q2, showing divergence among holders
2026-08-08 Assenagon increases by 3,398%, Avior cuts by 57.4%, showing institutional divergence
2026-08-08 After Assenagon's increase, Avior's big cut shows institutional divergence
CompanyBull
Bloom Energy Expands MiTAC Partnership to Strengthen AI Onsite Power
Evercore ISI reiterates Outperform with $350 PT, citing MiTAC expansion and AI infrastructure customers
D1 -2.3% · +5d +3.2%
›2 waves of this story
2026-08-06 Company announces expanded partnership with server solutions provider MiTAC, furthering AI onsite power standards.
2026-08-07 Evercore ISI reiterates Outperform with $350 PT, citing MiTAC expansion and AI infrastructure customers
Earnings
Post-Q2 Earnings Pullback, Analysts See Growth but Question Consistency
Q2 revenue up 165% to $1.07B, raised guidance, but shares dip Monday
D1 +6.1% · +5d -3.5%
CapitalBull
Bank of America Increases Stake in Bloom Energy by 6.1%
