BE
SHORTINSIDER SELLBloom Energy Corp
Research: Finviz ↗·Perplexity ↗
🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.
News Summary
PositiveBloom Energy delivered exceptional execution with record Q2 2026 revenue of $1.065B (+166% YoY), fourth consecutive earnings beat, and GAAP net income of $196M ($0.62/share), prompting the company to nearly double full-year guidance to $3.9-4.2B. Major contract wins with Oracle (2.8 GW), AEP ($2.65B), and others position the company as a critical beneficiary of AI data center energy demand, though recent analyst downgrades reflect valuation concerns and limited visibility beyond 2026.
Red flags
- •Jefferies downgrade to Underperform citing valuation disconnect from fundamentals and limited growth visibility beyond 2026
- •Bank of America maintains Underperform rating questioning whether current valuation is justified by fundamentals
- •18.49% single-day stock decline (June 26, 2026) following analyst rotation to rival FuelCell Energy, indicating valuation fragility and sentiment volatility
- •Exceptional near-term growth largely driven by AI data center cycle; sustainability of this pace unclear given market maturation risks
Funds Reducing / Exiting (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Duquesne Family Office | Stanley Druckenmiller | 136K | -604,147 | $18M | 1.5% | -82% | Existing |
| Point72 | Steve Cohen | 45K | -332,589 | $6M | 0.2% | -88% | Existing |
| Altimeter Capital | Brad Gerstner | 0 | −261K | — | 0.3% | -100% | EXITED |
Shares Held reflects quarter-end positions for partial reductions. Funds that fully exited show 0 shares held. ∆ Shares is the change from the prior quarter. % of Fund is the prior-quarter position size — how much of the book was sold down.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| CHAMBERS JOHN T | — | SELL | 15K | $205.58 | $3.08M | 2026-08-03 | ↗ |
| Joshi Aman | Chief Commercial Officer | SELL | 8K | $300.37 | $2.51M | 2026-07-01 | ↗ |
| Joshi Aman | Chief Commercial Officer | SELL | 4K | $289.14 | $1.03M | 2026-06-16 | ↗ |
| Kurzymski Maciej | Chief Accounting Officer | SELL | 2K | $288.62 | $0.65M | 2026-06-16 | ↗ |
| Chitoori Satish | Chief Operations Officer | SELL | 3K | $289.11 | $0.82M | 2026-06-16 | ↗ |
| SODERBERG SHAWN MARIE | See Remarks | SELL | 3K | $288.63 | $0.82M | 2026-06-16 | ↗ |
| CHAMBERS JOHN T | — | SELL | 55K | $297.69 | $16.37M | 2026-05-28 | ↗ |
| SODERBERG SHAWN MARIE | See Remarks | SELL | 3K | $259.42 | $0.71M | 2026-05-18 | ↗ |
| SODERBERG SHAWN MARIE | See Remarks | SELL | 3K | $288.10 | $0.83M | 2026-05-14 | ↗ |
| Chitoori Satish | Chief Operations Officer | SELL | 2K | $288.24 | $0.61M | 2026-05-14 | ↗ |
| Joshi Aman | Chief Commercial Officer | SELL | 5K | $288.20 | $1.39M | 2026-05-14 | ↗ |
| Kurzymski Maciej | Chief Accounting Officer | SELL | 6K | $293.36 | $1.83M | 2026-05-13 | ↗ |
| BUSH MARY K | — | SELL | 25K | $266.96 | $6.67M | 2026-05-07 | ↗ |
| SODERBERG SHAWN MARIE | See Remarks | SELL | 35K | $279.00 | $9.77M | 2026-04-29 | ↗ |
| SODERBERG SHAWN MARIE | See Remarks | SELL | 25K | $225.13 | $5.63M | 2026-04-15 | ↗ |
| SODERBERG SHAWN MARIE | See Remarks | SELL | 30K | $204.23 | $6.13M | 2026-04-14 | ↗ |
| Chitoori Satish | Chief Operations Officer | SELL | 20K | $204.23 | $4.08M | 2026-04-14 | ↗ |
| Joshi Aman | Chief Commercial Officer | SELL | 10K | $135.88 | $1.36M | 2026-04-01 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| D. E. Shaw & Co., L.P. | SC 13G/A | 9.6M | 3.4% | 2026-02-17 | ↗ |
| Kuwait Investment Authority, acting for and on behalf of the Government of the State of Kuwait (KIA) | SC 13G/A | 3.3M | 1.4% | 2026-01-21 | ↗ |
| BlackRock, Inc. | SC 13G/A | 22.3M | 9.4% | 2026-01-21 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.