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 $2.43B, up 37% from $1.78B 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: 12 sells worth $38.5M, 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 22.5% 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+30.5%
- Target range$97.00 to $390.00
- EPS expected$0.67 +344%
- A year ago$0.15
- Revenue expected$1.06B +105%
- Estimate range$0.56 to $0.80
BE closed at $210.77 on Aug 28, up 1.8% since Jul 30. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 54% of the 52-week range ($51.35 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 | Own call |
| 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 |
|---|---|---|---|---|
| IMMELT JEFFREY R · Director | $7.2M | August 17, 2026 | Executed | Routine |
| Joshi Aman · Officer | $1.1M | August 14, 2026 | Executed | Routine |
| Chitoori Satish · Officer | $484,960 | August 14, 2026 | Executed | Routine |
| SODERBERG SHAWN MARIE · Officer | $676,285 | August 14, 2026 | Executed | Vested shares |
| CHAMBERS JOHN T · Director | $3.6M | August 13, 2026 | Executed | Routine |
Congress trades
| 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 |
|---|---|---|
| 4 | August 18, 2026 | 4 |
| 4 | August 18, 2026 | 4 |
| 4 | August 18, 2026 | 4 |
| 4 | August 18, 2026 | 4 |
| 144 | August 17, 2026 | View on EDGAR |
| 4 | August 14, 2026 | 4 |
| 144 | August 14, 2026 | View on EDGAR |
| 144 | August 14, 2026 | View on EDGAR |
Bloom Energy news
All 10 articles
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.
A thermal drone found 45 gas generators running at the Nebius (NBIS) data center in New Jersey. The state says it issued no permits.
Floodlight's thermal drone footage shows at least 45 of 62 gas generators operating at DataOne in Vineland, the site supplying Microsoft under Nebius' $17 billion deal. NJDEP says it has issued no permits and none are under review.
Ken Griffin says Citadel has closed out 80% of Leopold Aschenbrenner's Situational Awareness risk
Griffin's first comment on the Situational Awareness purchase came in a Friday letter to clients. It took more than 100 block trades over $4 billion of market value to retire four fifths of the risk.
Leopold Aschenbrenner's latest filing shows he closed 13 of his 16 options positions and moved more than half his fund into SanDisk and Micron
Situational Awareness LP reported $8.46 billion of put positions on March 31 and one on June 30. The money went into SanDisk, Micron, Nebius and STMicroelectronics.
Frequently asked questions
When does BE report earnings?
Bloom Energy Corp (BE) is scheduled to report quarterly results on October 27, 2026 (estimated). The 17-analyst consensus is $0.67 per share on revenue of $1.06B for the quarter ending September 30, 2026, against $0.15 and $519.0M a year earlier. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for BE?
26 analysts cover Bloom Energy Corp (BE). The consensus rating is Buy. The average price target is $275.08, in a range of $97.00 to $390.00.
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 4 filed August 18, 2026.