What's moving this stock lately
0 direct · 1 2nd-order · 0 thematicRanked by relevance and recency.
Faster power access solutions help bring its data-center expansion projects online sooner.
Also named: BE · PLUG · CAT · CMI · VRT
🎯 Market expectations
Estimate coverage High · 71/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$11.78 vs $10.14+16.17%
- Mar 2026$10.79 vs $9.85+9.54%
- Dec 2025$8.91 vs $8.04+10.82%
- Sep 2025$9.83 vs $8.20+19.88%
The takeaway
Recent results have exceeded consensus by an average of +14.1%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $9.2B · latest quarter up 16.4% YoY · profitable (FY net income $1.4B) · short activity above its recent average — bears adding.
FY revenue
$9.2B
2025-12
Latest Q YoY
+16.4%
Gross margin
12.2%
FY net income
$1.4B
Diluted EPS
$13.79
Short volume
65.7%
20d avg 55.6% · shorts building
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-04-29passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
🕰️ Price × news · analysis history
Drag to pan, scroll to zoom · real daily bars and volume
📜 Call history (newest first
30 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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