Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
8.1%
of holders' portfolios
13F filers
2
institutions
Market cap
$69.9B
295M shares
52-week range
$40.56 – $351.28
63% from low
Sector
ELECTRICAL INDUSTRIAL APPARATUS
Exchange
NYSE
CS
Bloom Energy designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation. Bloom Energy Servers are fuel-flexible and can use natural gas, biogas, and hydrogen to create 24/7 electricity for stationary applications. Bloom sells its systems in the United States and internationally.
www.bloomenergy.com| Trader / Portfolio | Conviction |
|---|---|
| July PortfolioShkreli | Mild8% |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 535,900 | $72.6M |
| 45,683 |
| $6.2M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.1B | +112.8% | $2.65 | $1.95–$2.90 | 89.9× | 15 |
| 2027 | $6.7B | +64.6% | $4.83 | $3.44–$5.64 | 49.2× | 16 |
| 2028 | $9.7B | +45.9% | $7.74 | $4.02–$11.24 | 30.7× | 13 |
| 2029 | $12.9B | +32.2% | $10.85 | $8.20–$15.09 | 21.9× | 10 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $0.39 | $0.78 | +100.0% |
| 2026-04-28 | $0.12 | $0.44 | +255.1% |
| 2026-02-05 | $0.31 | $0.45 | +46.7% |
| 2025-10-28 | $0.10 | $0.15 | +49.0% |
| 2025-07-31 | $0.01 | $0.10 | +725.8% |
| 2025-04-30 | $-0.07 | $0.03 | +142.9% |
| 2025-02-27 | $0.32 | $0.43 | +34.4% |
| 2024-11-07 | $0.08 |
| $-0.01 |
| -112.1% |
| $26.8B |
| — |
| IRIngersoll Rand Inc. | $84.28 | -0.54% | $33.0B | — |
| OTISOtis Worldwide Corporation | $73.03 | -1.27% | $27.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$PLUG seems like the ”story“ is easy to predict, $BE was a couple years ahead of Plug Power, therefore the charts are starting to look similar with just different timelines.
View on StockTwits ↗$BE Looks like a bear flag to me. Let's fill the gap at that 140 level.
View on StockTwits ↗$BE $NBIS $NVDA $QQQ $SPY wow sounds very bullish thanks for sharing
View on StockTwits ↗$QQQ ~ Milton Berg: The Panic in former AI golden boy Leopold Ashenbrenner “Situational Unawareness” hedge fund was obvious in late July 2026. But So Is the Opportunity for the AI bulls in the aftermath. {LTCM} 1998 ~ {Situational Awareness} 2026. So the AI bulls got till 2028 based off the 1998-2000 final stage Internet Infrastructure 18 month blowoff top. $NBIS $BE $SPY $NVDA
View on StockTwits ↗@MarketPro I did take a large position in $BE to go along with my larger positions in $APLD and $NBIS as like $APLD, $BE is one of those stocks that has not yet had the huge bounce back from the July 29 Situational Awareness sell off lows and is nowhere near its 52 week high. $NBIS finslly had its yesterday. $APLD Will too. So will $BE.
View on StockTwits ↗$BE can’t believe rddt got into the s&p before bloom…
View on StockTwits ↗Put ticker JUNS onto your watchlist right now! JUNS has only 770k shares outstanding and only 480k shares public float. Look at what SDOT / YXT / DFNS / AKAN did on similar share numbers recently! JUNS has a similar move coming - Added a big position for a squeeze. $RXRX $BE bloom
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding BE.