BE — Bloom Energy Corp

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates BE Bullish with a Setup Score of 17, net conviction 71, actionability 4. How the Setup Score works →

Total Setup Score17
Directional BiasBullish
Net Conviction71
Actionability4 (in range)

Key signals behind this score

About Bloom Energy Corp

Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$273.75
Market Cap$81.75B
Float289.3M
Shares Outstanding294.5M
P/E (Forward)57.14
P/E (TTM)365.24
Price/Sales (TTM)26.26
vs. Analyst Target+3.3% to analyst PT
Profit Margin7.87%
Operating Margin (TTM)17.11%
Revenue (TTM)$3.11B
Earnings Growth (YoY)-98.80%
Dividend RateNone
Analyst Target Price$282.82 (29 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $794M -$158M $161M -$42.4M
2021 $972M -$164M $195M -$60.1M
2022 $1.20B -$301M $148M -$199M
2023 $1.33B -$302M $198M -$135M
2024 $1.47B -$29.2M $405M $89.3M
2025 $2.02B -$88.4M $587M $20.1M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $519M -$23.1M
Dec 2025 $778M $1.1M
Mar 2026 $751M $70.7M
Jun 2026 $1.07B $196M

Ownership & Float

Insider Ownership5.5%
Institutional Ownership86.2%
Short Float6.6%
% of All Funds Holding14.50%
Number of Funds Holding1,275

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$250.73Near-term / short-term trend
Weekly40-Week SMA$215.71Medium-term trend
Weekly80-Week SMA$136.96Cyclical trend (business cycle)
Weekly200-Week SMA$64.43Secular trend (multi-year)
Monthly10-Month SMA$227.64Near-term monthly trend
Monthly20-Month SMA$143.00Medium-term monthly trend
Monthly40-Month SMA$78.99Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$204.00 support 1.39x 0 months ago
$297.00 resistance 1.36x 2 months ago
$91.00 support 1.12x 8 months ago
$83.00 support 1.73x 11 months ago
$50.00 support 1.83x 12 months ago

Historical Earnings Reactions (33 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 1.34% 1.39% 60.61% 22.17% -24.81%
1 Day 2.08% 2.82% 60.61% 27.21% -20.24%
1 Week 6.61% 2.30% 57.58% 98.13% -27.32%
2 Weeks 10.24% 6.21% 57.58% 141.42% -31.10%
1 Month 9.82% 5.94% 63.64% 121.18% -60.99%

Next earnings: October 27, 2026 (17 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan9.8%62.5%8
Feb8.3%62.5%8
Mar-7.6%25.0%8
Apr13.7%37.5%8
May0.2%50.0%8
Jun10.5%75.0%8
Jul5.6%62.5%8
Aug4.4%55.6%9
Sep4.3%44.4%9
Oct2.5%25.0%8
Nov48.2%62.5%8
Dec-9.4%37.5%8

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.24% 50.9% 387
Tuesday 0.43% 51.2% 424
Wednesday 0.58% 51.1% 421
Thursday -0.14% 42.3% 414
Friday 0.37% 49.2% 413

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 86.2%

Insider Transactions — Smart Summary

Total insider ownership: 5.5%

Founder-led management: K.R. Sridhar (Founder, Chairman and Chief Executive Officer)

12-Month Insider Activity Summary

Total Filings49
Net Value-$115M
Net Shares Change-708,579
% of Float-0.2%
C-Suite Filings40
Clusters Detected9

Key Insiders

NameTitleNet ValueFilingsActivity
Sridhar KR Chairman & CEO -$34.0M 1 1 sell
BUSH MARY K -$6.7M 1 1 sell
Kurzymski Maciej Chief Accounting Officer -$6.5M 6 6 sell
SODERBERG SHAWN MARIE Chief Legal Officer and Corporate Secretary -$1.5M 2 2 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-11-05 – 2025-11-18 8 7 -$17.7M 5 C-suite
2026-02-19 – 2026-02-27 7 5 -$44.6M 6 C-suite
2026-03-17 – 2026-03-20 5 4 -$16.1M 5 C-suite
2026-04-02 – 2026-04-16 3 3 -$17.2M 3 C-suite
2026-05-01 – 2026-05-14 3 3 -$18.3M 2 C-suite
2026-05-18 – 2026-05-18 3 3 -$3.5M 3 C-suite
2026-06-03 – 2026-06-17 5 5 -$19.7M 4 C-suite
2026-08-04 – 2026-08-18 6 5 -$16.3M 3 C-suite
2026-09-18 – 2026-10-02 5 4 -$5.5M 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-09-18 Kurzymski Maciej Chief Accounting Officer -$616,023.9 Transaction at $268.42, now +2.0%
2026-08-18 SODERBERG SHAWN MARIE Chief Legal Officer and Corporate Secretary -$676,272 Transaction at $233.60, now +17.2%
2026-05-14 Kurzymski Maciej Chief Accounting Officer -$1.8M Transaction at $293.36, now -6.7%
2026-06-17 Kurzymski Maciej Chief Accounting Officer -$651,992.58 Transaction at $288.62, now -5.2%
2026-05-08 BUSH MARY K -$6.7M Transaction at $266.96, now +2.5%
2026-06-17 SODERBERG SHAWN MARIE Chief Legal Officer and Corporate Secretary -$820,286.46 Transaction at $288.63, now -5.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Bloom Energy Corp (BE) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BE on Trend Edge →