AlphaYou
Overview
Smart money at a glance
Filings to Sep 26, 2026Net selling: insiders sold $21.9M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $3M to $12M in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$21.9M netNet selling
- CongressSTOCK Act, last 180 days
- +$3M to +$12M netNet buying
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 16 added, 1 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 25- Open
- $256.00
- 52-wk high
- $351.28
- High
- $269.34
- 52-wk low
- $70.89
- Low
- $251.30
- Prev close
- $266.65
- Mkt cap
- $78.54B
- P/E
- 346.3x
- Volume
- 18.08M
- Fwd P/E
- 57.1x
- Beta
- 3.81
- P/S
- 25.2x
- P/B
- 50.3x
- Profit margin
- +7.9%
- Op margin
- +17.1%
- ROE
- +22.2%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about BE filings
Are insiders buying or selling Bloom Energy Corp (BE) stock?
Net selling: insiders sold $21.9M and bought $0 of BE stock on the open market in the 90 days to Sep 26, 2026, according to SEC Form 4 filings. $20.7M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Immelt, Jeffrey R (Director), who sold $7.2M. The latest filing was on Sep 18, 2026.
Which members of Congress have traded BE recently?
Rep. Nancy Pelosi (D) bought $500K to $1M on Jul 28, 2026, disclosed 24 days later. Rep. Nancy Pelosi (D) bought $500K to $1M on Jul 28, 2026, disclosed 24 days later. Rep. Nancy Pelosi (D) bought $1M to $5M on Jul 24, 2026, disclosed 28 days later. Rep. Nancy Pelosi (D) bought $1M to $5M on Jul 24, 2026, disclosed 28 days later. In total, 1 member disclosed 4 BE trades with trade dates in the last 180 days, filed a median 26 days after trading.
How current is this BE smart-money data?
This summary uses filings available on Sep 26, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 7 fin-fluencers are discussing it.
What funds are doing
Buys/Adds (3)
- MI
Millennium
$711.1M
added
- QR
Qube Research
$445.6M
bought
- SU
Susquehanna
$341.0M
added
What insiders are doing
What Congress is doing
What fin-fluencers are saying
How top traders are positioned
Activist stakes, short interest & more
Earnings
Earnings came in $0.38 a share above what analysts expected.
Earnings per share
$0.23 expected
Company adjusted EPS
From the company's release
The company and the analyst consensus count earnings differently, so the two figures differ. The comparison above uses the analyst basis.
Reports Oct 27, 2026, in 31 days
Estimates as of Sep 25, 2026
EPS expected
$0.56 to $0.80
Revenue expected
15 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $519.0M | $777.7M | $751.1M | $1.07B |
| Cost of what it sold | $367.4M | $537.8M | $525.5M | $709.8M |
| Gross profit | $151.7M | $239.9M | $225.5M | $355.6M |
| What it spent | ||||
| Research and development | $48.7M | $55.9M | $56.8M | $58.9M |
| Sales and admin | $53.1M | $54.6M | $58.1M | $71.4M |
| Other operating costs | $42.0M | $41.9M | $38.4M | $43.0M |
| Total operating expenses | $143.8M | $152.4M | $153.4M | $173.3M |
| What was left | ||||
| Operating profit | $7.8M | $87.5M | $72.2M | $182.2M |
| Interest on debt | $14.4M | $10.6M | $8.6M | $8.9M |
| Profit before tax | -$22.6M | $2.4M | $74.1M | $200.3M |
| Tax | $336.0K | $952.0K | $445.0K | $1.5M |
| Net profit | -$23.1M | $1.1M | $70.7M | $196.3M |
| EBITDA | $4.6M | $26.2M | $96.0M | $223.0M |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bearish
Tone of tracked coverage
BLOOM ENERGY DEADLINE: ROSEN, SKILLED INVESTOR COUNSEL, Encourages Bloom Energy Corporation Investors to Secure Counsel Before Important September 28 Deadline in Securities Class Action - BE
BearishSep 23BLOOM ENERGY DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Bloom Energy Corporation Investors to Secure Counsel Before Important September 28 Deadline in Securities Class Action - BE
NeutralSep 22Portnoy Law Firm Announces Class Action on Behalf of Bloom Energy Corporation Investors
BearishSep 22BLOOM ENERGY CORPORATION (BE) SHAREHOLDER ALERT Bernstein
BearishSep 22Bloom Energy Corporation Class A (BE) Stock Price | Live Quotes & Charts | NYSE
NeutralSep 19BE Investor Alert: Bloom Energy Corporation Securities Class Action Notice - Contact SueWallSt
BearishSep 18SEPTEMBER 28, 2026 BE INVESTOR DEADLINE: Bloom Energy Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit - RGRD Law
BearishSep 17Faruqi & Faruqi, LLP Urges Bloom Energy (BE) Investors to Seek Counsel Before the September 28, 2026 Lead Plaintiff Deadline in the Securities Class Action
BearishSep 17
Macro
33 macro signals shaping BE right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results