BEBloom Energy
$277.22+9.63%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 within its normal range.
FY revenue
$2.0B
2025-12
Latest Q YoY
+133.8%
Gross margin
29%
FY net loss
$302M
Diluted EPS
$-0.37
Short volume
47.7%
20d avg 45.6% · normal
🐋 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
What's moving this stock lately
19 direct · 2 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
1 duplicate reports of the same events merged
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
- #2▲4.19%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 6002 outlets4d 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
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
- #4▲3.04%DirectS&P 500 changes are coming soon. These stocks could be named to the index today.5d 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
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
Formal inclusion would trigger passive fund rebalancing buys, but shares have already surged this year on AI data-center power demand narrative, meaning index-inclusion optionality is partly pre-priced
Also named: PLUG · ALAB · CRDO · MRVL · LNG · P
- #7▲1.92%DirectQueen of Capital Gains: Pelosi Bets $3 Million on Bloom Energy — Then It Got Added to the S&P 500today
Forced S&P 500 passive fund buying plus high-profile investor disclosure boosts visibility, but since inclusion is already effective, most of the move is already priced in.
Also named: PLUG · FCEL · GEV · VRT
The article spotlights BE's data-center behind-the-meter growth story, but this theme has been widely covered and the 133.8% YoY revenue surge is already largely reflected in the stock price, limiting incremental upside.
Also named: PLUG · FCEL · VRT · GEV · NEE
- #9▲1.52%DirectI'm Calling It: Bloom Energy's Revenue Guidance Will Keep Surprising Wall Street Through Year-End6d ago
The reiterated bullish call on BE's revenue beats is already well-known to the market (historical avg beat 429.6%), so this piece mainly adds modest sentiment support rather than new fundamental information.
Also named: PLUG · BLDP · GEV · VRT
Passive S&P 500 tracking funds must buy shares proportional to the index weight, creating mechanical buying pressure through the effective inclusion date
Also named: PLUG · TTD · PUBM
The rest, archived by time · 11
🕰️ Price × news · engine report card
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📜 Call history (newest first
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