Latest revenue
$751.1M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $86.04B
- Enterprise value
- $86.04B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $322.83
- 52-wk low
- $18.12
- Beta
- —
- Shares out
- 284.4M
5-year trend
What this company does
ITEM 1 — BUSINESS Overview Bloom Energy is uniquely situated to provide innovative technology solutions to customers at an important moment in the world’s transition to a net-zero carbon energy system. We manufacture one of the most advanced and versatile energy platforms, which delivers two products: the Bloom Energy Server® and the Bloom Electrolyzer™. With approximately 1.2 gigawatts of the Energy Servers accepted in more than 1,200 locations and 7 countries, our platform empowers businesses, essential services, critical infrastructure, energy companies, and communities with resilient, reliable, and sustainable energy solutions. Changing the future of energy is no small task, but our…
AI summary unavailable — showing raw filing excerpt
Generated from BE's filing dated 2024-02-15
Key risks
ITEM 1A - RISK FACTORS A description of the risks and uncertainties associated with our business is set forth below. You should carefully consider the risks and uncertainties described below, as well as the other information in this Quarterly Report on Form 10-Q, including our consolidated financial statements and the related notes and “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” The occurrence of any of the events or developments described below, or of additional risks and uncertainties not presently known to us or that we currently deem immaterial, could materially and adversely affect our business, financial condition, operating results and…
AI summary unavailable — showing raw filing excerpt
Generated from BE's filing dated 2024-02-15
Profitability
Gross margin
29.0%
5.7%Operating margin
3.6%
131.4%Net margin
-16.9%
Return on equity
371.0%
Return on assets
-9.5%
Leverage
Debt / equity
4.72×
26.7%Debt / assets
82.5%
4.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $751.1M | +130.4% | — | — | — |
Q4 2025 2025-12-31 | $777.7M | +35.9% | — | — | — |
Q3 2025 2025-09-30 | $519.0M | +57.1% | — | — | — |
Q2 2025 2025-06-30 | $401.2M | +19.5% | — | — | — |
Q1 2025 2025-03-31 | $326.0M | +38.6% | — | — | — |
Q4 2024 2024-12-31 | $572.4M | — | — | — | — |
Q3 2024 2024-09-30 | $330.4M | -17.5% | — | — | — |
Q2 2024 2024-06-30 | $335.8M | +11.5% | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Electrical Industrial Apparatus · SIC 3620
Your notes
Keep private notes on BE — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$0
Insider selling
$415.8M
Net activity
−$415.8M
Distinct insiders
10
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns BE
Institutional value
$15.37B
Total shares held
118.2M
Distinct holders
656
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25.1M | $3.40B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.8M | $1.74B | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 11.8M | $1.60B | — | New |
| 4 | JANE STREET GROUP, LLC | 4.9M | $666.9M | — | New |
| 5 | Graticule Asia Macro Advisors LLC | 4.5M | $615.6M | — | New |
| 6 | FRANKLIN RESOURCES INC | 2.8M | $373.4M | — | New |
| 7 | JENNISON ASSOCIATES LLC | 2.7M | $364.1M | — | New |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 1.9M | $260.6M | — | New |
| 9 | UBS Group AG | 1.9M | $258.3M | — | New |
| 10 | Capital World Investors | 1.8M | $249.1M | — | New |
| 11 | SANDS CAPITAL MANAGEMENT, LLC | 1.8M | $241.0M | — | New |
| 12 | VANGUARD FIDUCIARY TRUST CO | 1.8M | $239.6M | — | New |
| 13 | Invesco Ltd. | 1.7M | $228.2M | — | New |
| 14 | JPMORGAN CHASE & CO | 1.7M | $205.6M | — | New |
| 15 | Nuveen, LLC | 1.5M | $196.9M | — | New |
| 16 | Bank of New York Mellon Corp | 1.4M | $187.0M | — | New |
| 17 | Clearbridge Investments, LLC | 1.4M | $186.6M | — | New |
| 18 | WELLS FARGO & COMPANY/MN | 1.4M | $183.4M | — | New |
| 19 | WESTFIELD CAPITAL MANAGEMENT CO LP | 1.2M | $161.4M | — | New |
| 20 | Elemental Capital Partners LLC | 1.1M | $150.0M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once BE's latest filing finishes processing.