BLOOM ENERGY CORPORATION
In the published model solve dated 2026-Q2, anchored at $158.38, BLOOM ENERGY CORPORATION (BE) is priced for today's economics sustained for ~37.5 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Oracle agreed on 13 April 2026 to procure up to 2.8 gigawatts of Bloom's fuel cell systems under a master services agreement, with an initial 1.2 gigawatts already contracted and deployment underway, which is the fact that changed what this company is understood to be selling [Source: Bloom Energy press release, 13 April 2026]. • The reported economics have not caught up to that story: trailing operating margin runs at 2.9%, and the FY2025 10-K reported unsatisfied performance obligations of $
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954 institutional managers reported holding BE in 13F filings for the quarter ended 2026-03-31. Together they hold about 75% of the company; the top 10 hold 38%. 258 opened new positions that quarter. Held by Vanguard Group, BlackRock, Goldman Sachs, among others. On the short side, 29.8M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (2.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BE's share count grew 63.1% over the past five years. It pays a dividend, and has for 2 years running. Cash returned over the past three years: $2.42M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at BE over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -5.3% | -29.9% |
| 2023-11-09 | +9.5% | +19.3% |
| 2024-02-16 | -15.6% | -2.5% |
| 2024-05-10 | -5.4% | +25.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BE's latest 8-K filings: 2026-07-28 (items 2.02, 7.01, 9.01); 2026-07-09 (items 7.01); 2026-06-17 (items 5.02, 9.01); 2026-05-27 (items 5.03, 5.07, 9.01); 2026-04-28 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.