BE · Bloom Energy Corp

Track BE — free

$276.98 -14.27 (-4.90%) At close · Sep 30

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$82.84B

284.44M

Volume · Sep 30 15.28M Avg daily vol (3M) 15.76M

Up next

Next earnings call

Oct 26, 2026 Est · unconfirmed · in 4 wks

Latest filing: 10-Q

filed Jul 28, 2026

Q2 2026 earnings call transcript

call held Jul 28, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$2.45B

Trailing 12 months

Net income (TTM)

$9.96M

Trailing 12 months

Revenue growth YoY

+130.4%

Year over year

Operating margin

6.7%

Trailing 12 months

P / E (TTM)

—

Trailing earnings

FCF yield

0.3%

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

—

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

+38.9%

Year over year · more shares

Price change (1Y)

+295.7%

Trailing year

Short interest

6.7%

Latest settlement · 1.3 days to cover

View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 28, 2026

Q2 FY26

TL;DR. Bloom Energy reported record Q2 2026 revenue of $1.065 billion (up 165.5% YoY) and substantially raised its full-year 2026 guidance on revenue, operating income, and EPS amid accelerating AI-driven demand and validation by all major U.S. hyperscalers.

Bullish

+ Non-GAAP gross margin expanded 604 bps to 34.3% and GAAP operating income swung positive to $182.2 million from a $3.5 million loss.
+ Full-year 2026 revenue guidance raised to $3.9B-$4.2B, representing ~100% YoY growth at the midpoint.
+ Full-year 2026 non-GAAP operating income outlook raised to $800M-$900M (roughly 3.8x at midpoint), implying ~21% operating margin versus the prior 14% midpoint guide.
+ Full-year 2026 non-GAAP diluted EPS guidance raised to $2.55-$2.85.
+ Cash flow from operations of $226.4 million vs. a $213.1 million use in the prior-year quarter, with Adjusted EBITDA up ~6.1x to $253.4 million.

Bearish

− Company withdrew its previously disclosed free cash flow guidance from the supplemental presentation, creating uncertainty around formal FCF outlook.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Strong Quant / Vol Very High

Market backdrop VIX 16.3 · calm Equity put/call 0.53

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +35%

above

Price vs 50-day avg +19%

above

RSI (14) 55

neutral

MACD trend Positive

52-week position 74%

mid-range

Momentum

relative strength

Very Strong

1-month return +30%

trailing

6-month return +73%

trailing

YTD return +219%

this year

Relative strength +61%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $234 › 200d $206 — 50d above 200d

Institutional flow Accumulating

+31% holders QoQ · +395 funds added

Insider flow Distributing

Net -$1.3M over 90 days · 100% sells

Short interest Falling

6.68% of float · ▼ -1.1% MoM · 1.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

1,300 holders — near 3-yr high, broad support

Squeeze score 62

elevated · 0–100

Fundamentals

Strong

Revenue growth +37%

Y/Y

Gross margin 29%

expanding

EPS growth −185%

Y/Y

Free cash flow $57.2M

Balance sheet $163.8M

net debt

Quant / Vol

risk profile

Very High

Volatility 114%

annualized · 1-yr

Max drawdown −53%

past year

ATR 7.8%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 2 of last 2

Latest guidance · from the 8-K filed Jul 28, 2026

full-year 2026

Revenue Initiated $3.9B – $4.2B

prior FY $2.02B midpoint +100.1% Y/Y

Non-GAAP Gross Margin Non-GAAP Initiated 34%

2026

Non-GAAP EPS Non-GAAP $2.55 – $2.85

Non-GAAP Operating Income Non-GAAP $800M – $900M

Guided vs delivered · last 2 settled

Revenue full-year 2024

guided $1.4B – $1.6B

guided $1.4B – $1.6B $1.47B In line

Current year revenue 2021

guided $935M – $965M

guided $935M – $965M $972.18M Beat +2.3%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

0 · 3 · 3

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+35% Bullish

Price vs 50-day avg

+19% Bullish

RSI (14)

55 Neutral

MACD trend

Positive Bullish

52-week position

74% Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $234 › 200d $206 — 50d above 200d

Institutional flow Accumulating

+31% holders QoQ · +395 funds added

Insider flow Distributing

Net -$1.3M over 90 days · 100% sells

Short interest Falling

6.68% of float · ▼ -1.1% MoM · 1.3 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

1,300 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $77 Now $277 · 74% Range high $346

vs 200-day avg +35% vs 50-day avg +19%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Electrical Equipment & Parts — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
BE Bloom Energy Corp this stock	$82.84B	+218.8%	+37.3%	—	6.7%
CYATY Contemporary Amperex Technology Co., Limited/ADR	$282.82B	—	—	—	0.0%
ABLZF Abb Ltd	$175.77B	+24.1%	+9.5%	—	0.0%
VRT Vertiv Holdings Co	$97.51B	+48.9%	+27.7%	57.3	3.7%
PRYMF Prysmian S.p.A.	$41.52B	+34.6%	—	—	0.5%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

1,300

% held: 103.9%
Net QoQ: +3.9M sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

680

View

Short & Settlement

Short Interest Falling

Shares short

19.0M

Days to cover: 1.3d
Change: -216.5K sh

View

Short Volume

Short vol %

46%

As of: Sep 30, 2026

Short Total

View

Fails to Deliver

FTD shares

1.7K

Value: $468.8K
As of: Sep 14, 2026

View

Off-Exchange

Off-exchange %

54.5%

Week of: Aug 24, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$1.3M

Buyers / Sellers: 0 / 2

Buyers Sellers

View

Congressional Trades Buy

Member

Nancy Pelosi

Amount: $500.0K–$1.0M
Traded: Jul 28, 2026

View

Financials

Revenue (FY)

$2.0B

Net income (FY): $-302.1M
EPS diluted: $-0.37

View

Filings

SEC Filings

Latest

10-Q/A

Filed: Jul 29, 2026
This year: 15

View

Proposed Sales

Value

$744.3K

Shares: 2.9K
Filed: Sep 16, 2026

View

Earnings & Events

Earnings Calls

Last call

Jul 28, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
BE	+0.7%	+29.7%	+73.0%	+34.3%	+218.8%
SPY	-0.7%	+0.1%	+12.2%	-0.6%	+11.8%
vs SPY	+1.3%	+29.5%	+60.8%	+34.8%	+206.9%

Key facts CIK 1664703 CUSIP 093712107 13F (30d) 21 filings 20 filers Visit website Investor relations

BE · Bloom Energy Corp

Price & Indicators

Up next

Metrics snapshot

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance