BE
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Bloom Energy Q2 2026 13Fs: Reported Value Rose 117% While Shares Fell 2.9%
Four tracked 13F filers reported 2.9% fewer Bloom Energy shares at Q2 2026 quarter-end, yet their reported value rose 116.8%; only Light Street increased share count.
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Bloom Energy Q3 2026: Record Revenue, Higher Guidance and a $181 Million Cash Outflow
Bloom Energy raised its 2026 outlook as operating profit grew. We trace Q3’s $180.6 million cash outflow through unbilled revenue, working capital and capacity investment.
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Bloom Energy: Project Jupiter’s Proposed Output Cap Is a Permit Test, Not a Revenue Forecast
Oracle proposes a fuel-cell output cap for Project Jupiter. We separate permitting, equipment economics and cash flow, while retaining our conditional $216 Base valuation.
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Bloom Energy: AEP Names Google for 702MW Project, but $4 Billion Is Not Supplier Revenue
AEP’s Google power project strengthens Bloom’s deployment case. We separate project investment from supplier revenue, test overlap with earlier procurement and retain our $216 Base.
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Bloom Energy: LS Supply Contract, Roth’s $260 Target and Our Valuation
A supply-chain contract adds an execution milestone, while Roth lifts its target from $225 to $260. We explain why AHNIM’s end-2027 Base remains $216.
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Bloom Energy (BE): Oracle Demand, Fremont Expansion and the Path to Revenue
Bloom Energy (BE) news analysis: how Oracle demand and Fremont expansion affect revenue assumptions, execution risks and our existing valuation scenarios.
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Bloom Energy (BE) Stock Analysis: AI Power, Cash Flow and Valuation
Bloom Energy (BE) stock analysis covering AI power demand, cash flow, dilution and Bear, Base and Bull valuations, with analyst comparisons and explicit assumptions.