BEElectrical Equipment
FollowFollowingUnfollowFree · no card
Get what investors say about BE next
2 investor calls on BE in the last 90 days (2 bullish, 0 bearish). Follow BE free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
or continue with Google ·
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.
Who’s talking about BE
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Bloom Energy's scalable, non-combustible technology is well suited to provide backup power for data centers… |
| 2026-10-22 | Unknown | Bullish | Fox Business (uncut) | Bloom Energy provides fuel-cell capacity that can help meet rapidly expanding power needs while conventional… |
| 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… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 22 Oct 2026 | after the close | 0.94 vs 0.70 | -5.0% |
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× — 8 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
| 2026-09-29 | ||||||
| 2026-09-08 | ||||||
| 2026-09-03 | ||||||
| 2026-07-28 | ||||||
| 2026-07-16 | ||||||
| 2026-07-08 | ||||||
| 2026-05-21 |
BE on the Wheel
BE did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Idea Scout
Following BE? Every Sunday we read the tape so you don't have to — who's recommending what, where they agree, and who just changed their mind. One free email a week.
Free · double opt-in · unsubscribe in one click