NYSE · Energy

BLOOM ENERGY CORP BE

Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process.

Industrial Machinery/Components

Company profile

Business mix

  • It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process.
  • The company also provides Bloom Electrolyzer for producing hydrogen. It sells its products through direct and indirect sales channels to utilities, data centers, retail, healthcare, education, telecom, manufacturing, and other industries.
  • The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006.
  • Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in electrical equipment & parts?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 12428.68 FCF 0.31% Buyback -14.99%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sands Capital Management Frank Sands 0.9% $241.0M 2026-03-31
Whale Rock Capital Management Alex Sacerdote 2.9% $224.1M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.5% $18,470 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $241.1M Estimated from net added shares
Reduction amount $51.0M Estimated from net reduced shares
Net share change / base shares +75.8% +1,538,697 / 2,030,449
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$64,346
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -81.6% 13F value change -$45,876
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +136,320 (New) Total shares 136,320 Value $18,470
Whale Rock Capital Management Alex Sacerdote 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 130.5% 13F value change +$347.3M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -71.4% 13F value change -$279.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 23.5% 13F value change +$107.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,030,449 Last 3 periods -376,661 (-18.6%) Total shares 1,653,788 Value $224.1M
Altimeter Capital Management Brad Gerstner 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$22.7M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$22.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Sands Capital Management Frank Sands 1 filing periods
13F 2026-03-31 Filed 2026-05-08
New Shares - 13F value change +$241.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 0 Last 3 periods +1,779,038 (New) Total shares 1,779,038 Value $241.0M

Recent mentions

No public mentions.