Stocks / Electrical Equipment
BEElectrical Equipment
Bloom Energy Corporation
$279.981d +0.6%5d +9.4%settled close · 2026-09-17
Mkt cap $38B (4/10)β 4.3952w $67–345Shares 280.5MInd. Electrical Industrial ApparatusNYSE since 2018Emp. 2,214HQ San Jose, CAbloomenergy.com
The tape, with the calls on it
Who said what, and what BE did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about BE
1 long1 shortlatest 2026-07-21
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-21 | Matt SmithFounder & CIO, Chronometer Partners | Bearish | Invest Like the Best | Bloom Energy's fuel cell business requires continuous, uninterrupted natural gas supply to serve as base-load… |
| 2026-04-17 | Chamath PalihapitiyaFounder, Social Capital | Bullish | interview | Massive compute constraint at AI data centers makes Bloom Energy's on-site nat gas power solutions essential… |
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Earnings
Next report: 26 Oct 2026 after the close
Confirmed date · consensus EPS 0.69. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where BE’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-08 | ||||||
| 2026-09-03 | ||||||
| 2026-07-28 | ||||||
| 2026-07-16 | ||||||
| 2026-07-08 | ||||||
| 2026-05-21 | ||||||
| 2026-04-30 | ||||||
| 2026-04-15 | ||||||
| 2026-04-14 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
BE is in this morning’s Brief.
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