Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$71.7B
284M shares
52-week range
$21.52 – $351.28
77% from low
Sector
ELECTRICAL INDUSTRIAL APPARATUS
Exchange
NYSE
CS
Borrow rate
0.25%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $742.0M | $785.2M | $794.2M | $972.2M | $1.20B | $1.33B | $1.47B | $2.02B |
| Cost of revenue | $532.5M | $690.4M | $632.8M | $777.2M | $1.05B | $1.14B | $1.07B | $1.44B |
| Gross profit | $100.1M | $94.8M | $161.4M | $195.0M | $148.3M | $197.8M | $404.6M | $587.4M |
| Gross margin | 13.5% | 12.1% | 20.3% | 20.1% | 12.4% | 14.8% | 27.5% | 29.0% |
| R&D | $89.1M | $104.2M | $83.6M | $103.4M | $150.6M | $155.9M | $148.6M | $186.0M |
| Operating income | −$170.6M | −$235.6M | −$85.2M | −$117.1M | −$261.0M | −$208.9M | $22.9M | $72.8M |
| EBITDA | −$129.9M | −$150.0M | −$42.4M | −$60.1M | −$198.9M | −$135.1M | $89.3M | $20.1M |
| Net income | −$273.5M | −$304.4M | −$157.6M | −$164.4M | −$301.4M | −$302.1M | −$29.2M | −$88.4M |
| Net margin | -36.9% | -38.8% | -19.8% | -16.9% | -25.1% | -22.7% | -2.0% | -4.4% |
| EPS (diluted) | -4.54 | -2.81 | -1.29 | -1.11 | -1.69 | -1.42 | -0.13 | -0.37 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.7B | $2.15 | $1.57–$2.52 | 15 |
| 2027 | $6.4B | $4.35 | $3.06–$5.50 | 15 |
| 2028 | $9.6B | $7.40 | $4.99–$11.78 | 14 |
| 2029 | $13.8B | $10.06 | $7.17–$12.47 | 8 |
Forward consensus · source: Financial Modeling Prep
Bloom Energy designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation. Bloom Energy Servers are fuel-flexible and can use natural gas, biogas, and hydrogen to create 24/7 electricity for stationary applications. Bloom sells its systems in the United States and internationally.
www.bloomenergy.comNo one on the platform currently holds BE.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 535,900 | $72.6M |
| Bridgewater Associatesas of 2026-03-31 | 45,683 | $6.2M |
No one on the platform has traded BE yet.
| $27.2B |
| — |
| IRIngersoll Rand Inc. | $80.98 | -0.48% | $31.7B | — |
| OTISOtis Worldwide Corporation | $72.92 | -0.37% | $28.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 39.9× sales vs its 3.1× historical median P/S.
Fair value ≈ $21.38 · price $275.01 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
All adds looking good overnight: $BE $WDC $NBIS $POET See you bulls tomorrow 🍻🤙
View on StockTwits ↗$EDGM 💥 💥 💥 💥 💥 💥 💥 Wow , 1.4 BILLION SHARES RETIRING SOON AND PIPELINE FULL OF PROJECTS ACROSS EUROPE #spain #5.5GW #DATACENTRE #MALPICA #MORA $BE #BESS https://x.com/i/status/2071708503316807940
View on StockTwits ↗WATCHLIST PERFORMANCE UPDATE Momentum still doing the heavy lifting across semis + AI hardware names. $TSM -10/16 500C +40% so far $NVDA - 6/17/27 290C +10% so far $AMD - 7/17 580C +125% so far (standout runner) $DELL - 11/20/29 500C +15% so far $BE - No trigger yet Strength is concentrated, not broad. The winners are continuing to trend while weak setups never activate. Stay patient, let structure print, and keep capital focused on the highest momentum names.
View on StockTwits ↗The power trade is an interesting one to look at here, and we’ve invested in a name with 100% upside that is outside the two main categories in this theme. (Full thesis linked) AI needs power, etc… that’s known, that’s the baseline thesis. You have the IPPs on one side (GEV VST CEG TLN NEE etc…) who are combating this through raising generation capacity across the board and investing into nuclear. The issue here is the grid itself is the bottleneck not generation. You can generate all the power you want but reliably transmitting it to its destination is the real challenge here. On the other hand, you have the on site power names ($BE, $CAT, $FCEL, $EOSE, $PLUG, etc…) solving this issue by generating power on site. The issue here is that many of these names are still early stages and the capacity of their generation will be limited compared to the baseload utilities, How to solve this? Make the grid smarter. We have our pick: https://kryptonresearch.substack.com/p/ai-powers-ahead
View on StockTwits ↗Watchlist results update $TSM 10/16 500C — +40% so far $NVDA 6/17/27 290C — +10% so far $AMD 7/17 580C — +125% so far $DELL 11/20 500C — +15% so far $BE — no trigger yet Key takeaway: Semiconductor and AI-linked momentum continues to drive strong dispersion, with selective names outperforming significantly while others remain inactive. As always, discipline matters more than exposure — not every setup needs to be traded.
View on StockTwits ↗Watchlist Results 🏆 $TSM 10/16 500C 40%+ so far $NVDA 6/17/27 290C 10%+ so far $AMD 7/17 580C 125%+ so far $DELL 11/209 500C 15%+ so far $BE No Trigger
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.