Lumida
/BE
⌘K
Bloom Energy Corp

Bloom Energy Corp

BE
$275.75USD+6.68%+17.26 today

MARKET CAP

81.2B

P/E (TTM)

FWD P/E

DAY RANGE

$266 – $277

52W RANGE

$61
$351

AI Summary

Stalk
StalkMedium

BE remains in a Stage 2 advancing phase within a broader uptrend, but a decisive support failure has driven price below key EMAs. Medium-term bias stays bullish under Stage 2 context, yet short-term conditions are unfavorable as price trades below the 9/21/50 EMAs. We prefer to stalk for shallow pullbacks into the EMAs or the former horizontal support zone for continuation participation under the High Momentum framework.

  • Q1’26 revenue $751M, +130% YoY; 2026 guided $3.4–3.8B.
  • Product backlog +140% YoY to ~$6B, indicating strong repeat orders.
  • Facing class-action lawsuit over scandium supply disclosures.
Full analysis →

Buying

12

institutions

Selling

9

institutions

New Positions

0

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

SELL18.44 M5.58 B+-6.62 M+64.4%0.08%
CA

Citadel Advisors LLC

Q2 2026

BUY9.93 M3.01 B+2.52 M+199.3%0.34%
JC

Jpmorgan Chase & Co

Q2 2026

BUY8.09 M2.22 B+6.37 M+981.3%0.13%
MM

Millennium Management LLC

Q2 2026

BUY2.71 M821.21 M+2.25 M+1209.8%0.30%
VA

Value Aligned Research Advisors, LLC

Q1 2026

BUY4.60 M623.53 M+1.11 M+105.4%3.01%
WR

Whale Rock Capital Management LLC

Q2 2026

SELL1.61 M486.83 M+-45.48 K+117.3%3.91%
CP

California Public Employees Retirement System

Q2 2026

BUY1.37 M414.76 M+967.05 K+659.3%0.23%
RT

Renaissance Technologies LLC

Q2 2026

BUY675.70 K204.53 M+139.80 K+181.7%0.28%
AC

Aqr Capital Management LLC

Q2 2026

BUY498.01 K146.86 M+313.35 K+515.3%0.05%
BA

Balyasny Asset Management L.P.

Q2 2026

BUY392.66 K118.86 M+105.04 K+205.0%0.15%
PA

Point72 Asset Management, L.P.

Q2 2026

BUY375.46 K113.65 M+181.96 K+333.5%0.13%
MG

Man Group Plc

Q2 2026

SELL292.32 K88.49 M+-34.97 K+99.5%0.14%
VI

Voloridge Investment Management, LLC

Q2 2026

SELL273.78 K82.87 M+-404.61 K-9.8%0.35%
MC

Moore Capital Management, LP

Q2 2026

BUY218.18 K66.04 M+134.68 K+483.8%1.00%
BH

Brevan Howard Capital Management LP

Q2 2026

BUY196.57 K57.10 M+177.31 K+2089.0%0.43%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL136.93 K41.45 M+-2.77 K+119.0%0.06%
JH

Janus Henderson Group Plc

Q1 2026

BUY300.19 K40.67 M+241.85 K+702.7%0.01%
BA

Bridgewater Associates, LP

Q2 2026

SELL28.15 K8.52 M+-17.54 K+37.6%0.03%
RC

Ratan Capital Management LP

Q1 2026

SELL61.49 K8.33 M+-55.01 K-17.7%3.26%
WP

Woodline Partners LP

Q2 2026

SELL15.41 K4.66 M+-2.18 K+95.7%0.01%
DF

Duquesne Family Office LLC

Q2 2026

SELL0.000.00+-136.32 K-100.0%0.00%