BEBloom Energy
$275.75+6.68%Real quote · delayedData-center powerAI data centers & compute infra · 11 peers →🏛️ Company factsSEC filings + FINRA official data
Annual revenue $2.0B · latest quarter up 133.8% YoY · not yet profitable (FY net loss $302M) · short activity above its recent average — bears adding.
FY revenue
$2.0B
2025-12
Latest Q YoY
+133.8%
Gross margin
29%
FY net loss
$302M
Diluted EPS
$-0.37
Short volume
54.2%
20d avg 45.1% · shorts building
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-08-14passive (13G)AMERIPRISE FINANCIAL INC
- 2026-08-04passive (13G)JANE STREET GROUP, LLC
- 2026-07-27passive (13G)BlackRock, Inc.
- 2026-05-11passive (13G)MORGAN STANLEY
- 2026-03-26passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Medium · 48/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$0.61 vs $0.23+165.22%
- Mar 2026$0.26 vs -$0.02+1400%
- Dec 2025$0.28 vs $0.15+86.67%
- Sep 2025-$0.01 vs -$0.03+66.67%
The takeaway
This company habitually beats by +429.6% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
🧭 +6.7% today with no fresh news · why?
- 📊 Market+3%S&P +0.9% × beta 3.5
- 💸 Money flowMFI 69 · net inflow · volume 1.1× average
- 🔀 PeersPLUG -0.5%FCEL +1.9%BLDP -0.5%GEV +3.6%VRT +3.6%VST +0.9%Peers are mixed today — this move looks more stock-specific.
- 🕰️ Old news, still digesting▲ SK Hynix, Bloom Energy, Seagate, Micron Technolostructural impact active, ~14 days left
- 🕰️ Old news, still digesting▲ Bloom Energy Files 10-Q: Revenue Surges 134% on structural impact active, ~14 days left
- ❓ Remainder~+3.7% has no clear driver = market noise. Moves without reasons are normal — don't force a story.
Educational decomposition · not investment advice
What's moving this stock lately
33 direct · 2 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Forced buying from passive S&P 500 funds combines with the company's 133.8% YoY revenue growth narrative to create a dual boost from flows and sentiment.
Also named: PLUG · FCEL · HYDR · ICLN · ZAP
S&P 500 inclusion brings forced buying from passive index funds, a clear flow-driven catalyst rather than a fundamental change
Also named: AMGN · NVS · PFE · PANW · CRWD · ZS
- #3▲2.61%DirectBloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 6008d ago
The smallest and least-liquid of the three, so passive buying is larger relative to float, giving it the biggest technical pop.
Also named: P · ILMN
- #4▲2.41%DirectBloom Energy's New Power Connect System Could Cut Installation Time by Over 40%. Here's Why That Matters More Than the Backlog.2d ago
Cutting installation time by over 40% should speed conversion of Bloom's billion-dollar-plus backlog into recognized revenue and lower field labor costs, supporting its 29% gross margin
Also named: PLUG · FCEL · BLDP · VRT · ETN · EQIX
- #5▲2.21%DirectLeopold Aschenbrenner's Situational Awareness is active in options market, sources say1d ago
Directly named as an options target; revenue is up 133.8% YoY but the company remains unprofitable — the move is sentiment-driven rather than earnings-driven, raising valuation-pullback risk
Also named: AMD · NVDA · AVGO · CRWV · NBIS · VST
Passive index funds must buy BE shares proportional to weight upon inclusion, reinforcing the AI power-demand growth story, though the stock remains unprofitable with low earnings-estimate reliability, meaning much of this is already priced in.
Also named: PLUG · FCEL · GEV · VRT · ETN
The rating upgrade is a pure sentiment catalyst layered on top of BE's 133.8% YoY revenue growth story; but given the stock has averaged a +429.6% earnings beat over the past four quarters, the market has already priced in outsized surprises, so a ratings-only event carries limited incremental re-rating power.
Also named: PLUG · FCEL · VRT
Bullish opinion piece reiterates the data-center power demand growth story, but the narrative is already well known and largely priced in, limiting incremental impact
Also named: PLUG · FCEL · VRT · ETN
The rating upgrade is modestly positive, but the piece stresses that S&P 500 inclusion speculation is already partly priced in, limiting fresh tradable upside.
Also named: PLUG · BLDP · VRT · GEV
- #10▲1.85%DirectS&P 500 changes are coming soon. These stocks could be named to the index today.8d ago
Fuel-cell leader's 133.8% YoY quarterly revenue growth may help it clear the profitability bar for inclusion, forcing passive buying, though its full-year net loss of $302M leaves inclusion uncertain
Also named: ALAB · CRDO · COHR · MRVL · NCLH · CCL
The rest, archived by time · 25
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📜 Call history (newest first
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