Share price
$215.10
+5.43% from a $204.02 prior close.
Bloom Energy Shares Surge 5% as Pelosi Household Disclosure Sparks $3.3 Billion Market Value Gain
SAN JOSE, California, August 25, 2026, 12:01 EDT - Shares of Bloom Energy climbed 5% after a disclosure from the Pelosi household contributed to a $3.3 billion increase in the company's market value.
NYSE: BE · Stock-move dashboard
A 35,000-share-equivalent disclosure moves a $63 billion stock
Bloom snapshot: August 25, 2026, 12:01 EDT · U.S. regular session · Peer snapshots: 11:34 EDT
Market value
$63.35B
About $3.26B added during the move.
Volume
8.51M
Shares traded by 12:01 EDT.
Forward P/E
61.8×
Growth expectations leave little room for execution slippage.
Attention amplifier
This compares current underlying share exposure, not the option premiums paid. The stock move is an attention signal; it does not create revenue or contracts.
$11.08 gain × 294.53M shares = $3.26B
$215.10 × 35,000 share equivalents = $7.53M
$3.26B ÷ $7.53M ≈ 433×
$215.10 × 35,000 share equivalents = $7.53M
$3.26B ÷ $7.53M ≈ 433×
Disclosure structure
July 24
10,000 shares plus 100 calls at a $100 strike.
July 28
5,000 shares plus another 100 calls at the same strike.
Aug. 21
Transactions disclosed under the spouse-owner code.
June 17, 2027
Expiry date for all 200 reported call contracts.
Reported ranges total $3M–$12M. Exact option premiums are not disclosed.
Operating engine
| Metric | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $1.065B | $401.2M | +165.5% |
| Product revenue | $935.4M | $296.6M | +215.4% |
| GAAP gross margin | 33.4% | 26.7% | +6.7 pts |
| GAAP operating income | $182.2M | -$3.5M | +$185.7M |
| Operating cash flow | $226.4M | -$213.1M | +$439.5M |
2026 revenue guide $3.9–$4.2BNon-GAAP GM ≈34%Non-GAAP EPS $2.55–$2.85
Analyst positioning
Consensus Buy · Average target $275.08 · 27.9% implied upside from $215.10.
Current target spread
| Analyst | Rating | Target | Implied return | Date |
|---|---|---|---|---|
| Bernstein | Hold | $282 | +31.1% | Aug. 18 |
| J.P. Morgan | Buy | $314 | +46.0% | Aug. 3 |
| Wells Fargo | Hold | $176 | -18.2% | July 30 |
| Mizuho | Buy | $242 | +12.5% | July 30 |
The full 29-analyst range runs from $97 to $390. That dispersion reflects both AI-power growth and valuation risk.
Fuel-cell peer tape
| Company | Price | Daily move | Market value | TTM revenue | Net income |
|---|---|---|---|---|---|
| Bloom Energy (NYSE: BE) | $215.10 | +5.43% | $63.35B | $3.11B | $244.9M |
| Plug Power (NASDAQ: PLUG) | $2.275 | +4.84% | $3.18B | $744.1M | -$1.64B |
| FuelCell Energy (NASDAQ: FCEL) | $19.59 | +4.48% | $1.57B | $167.9M | -$225.5M |
Bloom leads on scale and profitability. Similar peer gains suggest the disclosure also lifted attention across fuel-cell equities.
Risk monitor
The disclosed purchases occurred about one month before the market reaction. They do not alter Bloom's contracts, backlog or cash. The stock trades near 62× forward earnings and remains 39% below its 52-week high. AI construction delays, permitting friction, manufacturing defects or margin slippage could compress the multiple.
Sources: Bloom market data, price history, analyst consensus, Bloom Q2 results, congressional transaction records, PLUG data and FCEL data. Time-sensitive figures are stamped August 25, 2026, 11:34–12:01 EDT.
Bloom Energy Stock Rebounds, but a 42% Drawdown Tests Its AI Valuation
Bloom Energy Corporation shares rose 1.0% on Monday morning. The rebound interrupted a seven-session slide, but did not repair the larger loss of momentum.
Bloom Energy · NYSE: BE
Growth is booming. The multiple is the test.
Market snapshot
August 24, 2026 · 11:36 EDT
August 24, 2026 · 11:36 EDT
Share price
$203.46
▲ $2.01 · 1.00%
Prior $201.45Open $191.98Beta 3.83
The stock recovered from a $185.93 intraday low.
The earnings bounce has faded
Daily closes from July 28 through August 21; August 24 uses the 11:36 EDT snapshot.
Momentum broke before fundamentals did. Monday’s rebound follows seven weaker sessions and leaves the stock 42.1% below its $351.28 yearly high.
Q2 operating acceleration
Year-over-year company-reported GAAP results.
Revenue+165.5%
Product revenue+215.4%
Gross margin33.4%
Operating income$182.2M
Q2 revenue$1.065B
Operating cash flow$226.4M
GAAP EPS$0.62
The valuation hurdle
| Measure | Reading |
|---|---|
| Estimated market value | $59.9B |
| 2026 revenue guide | $3.9B–$4.2B |
| Market value / midpoint sales | 14.8× |
| Forward P/E | 56.7× |
| Average analyst target | $275.08 |
| Target upside | 35.2% |
A premium multiple leaves less room for shipment delays, financing friction or margin slippage.
Analyst balance
29 current recommendations.
Strong Buy10
Buy5
Hold12
Sell1
Strong Sell1
AI power funding
Brookfield framework$25B
Prior framework$5B
The fivefold expansion supports deployments, but it is a financing framework rather than recognized Bloom revenue.
Customers include major hyperscalers, neoclouds, AI labs and colocation operators.
Why the stock is moving
Up today: buyers defended $200 after a deep early dip, while Q2 growth and the AI-power backlog remain intact.
Still under pressure: the shares trade at a demanding sales multiple after a large run, so investors are taking profits and demanding proof that orders become cash.
52W high $351.2852W low $47.83
Sources: Bloom Energy Q2 2026 results and guidance; Reuters on the Brookfield framework; StockAnalysis/S&P Global market, history and analyst data. Price snapshot: August 24, 2026, 11:36 EDT. Market value and valuation multiples are rounded calculations. Informational only, not investment advice.
Bloom Energy Stock Rises 5% as 328 MW Nebius Deal Tests a 17-Times-Sales Valuation
Bloom Energy Corporation shares climbed 5.1% on Monday as investors revisited its role in Nebius Group N.V.’s rapid AI expansion. The stock traded at $241.72 at 10:29 EDT, adding $11.78.
FuelCell Energy (NASDAQ:FCEL) rises 29% after Bloom Energy (NYSE:BE) earnings boost AI-power rally
Shares of FuelCell Energy, Inc. jumped 28.7% in Thursday afternoon trading. The stock climbed to $23.36 before pulling back. Trading volume was close to 10 million shares as of 3 p.m.
Plug Power shares climb 8% after Bloom profits on AI push
Shares of Plug Power Inc. climbed 7.9% to $2.05 during Thursday afternoon trading, with U.S. markets still open. This uptick came after the stock posted six consecutive declines.
Bloom Energy (NYSE:BE) surges 26% as single client drives 73% of Q2 sales
NEW YORK, July 30, 2026, 10:06 EDT — Shares of Bloom Energy rose 26% at the U.S. market open after the company disclosed that one counterparty represented 73% of its second-quarter sales.
Bloom Energy Shares Gain Following Strong Q2 with Single Customer Representing 73% of Revenue
Shares of Bloom Energy Corporation climbed 4.3% in early trading on Wednesday. The stock was priced at $173.94 as of 9:40 a.m. EDT, after reaching $188.50, representing a 13.0% increase compared to Tuesday’s closing value.
Bloom Energy Shares Rise After Q2 Results Ease Growth Targets for Second Half
Shares of Bloom Energy Corporation surged in after-hours trade on Tuesday following record revenue and a further raise to its 2026 forecast. The gain almost fully offset losses earlier in the regular session. After-hours pricing is still provisional.
Bloom Energy (NYSE:BE) Stock Drops 15%, Eyes 36% Revenue Growth as Trading Session Ends
Bloom Energy Corporation approaches its Tuesday earnings release facing a significant revenue climb. The most recent Zacks forecasts project second-quarter revenue at $766.88 million, reflecting a 2.1% rise from the previous quarter.
Bloom Energy drops 15%, spotlighting doubts on its 2026 revenue strategy as U.S. markets close
Shares of Bloom Energy Corporation dropped 14.9% on Friday, ending the session at $184.89. Over the week, the stock declined 14.0%. Trading volume reached approximately 15.8 million shares, surpassing the 65-day average by 29.5%.
Bloom Energy (NYSE:BE) Falls After $1.7 Billion AI Agreement Puts Revenue Realization to the Test
Shares of Bloom Energy dropped 5.6% on Monday morning. The $1.7 billion AI-power financing secured last week was not enough to maintain the gains seen on Friday.
Vanguard ETF Drops Six of Top 10 Holdings After Outperforming S&P 500
The Vanguard Russell 2000 ETF is up 20.74% on a net asset value basis in 2026 through Friday, outpacing the Vanguard S&P 500 ETF by 9.40 percentage points. But six of VTWO’s ten largest positions at the end of May left its benchmark in the June index reshuffle.
Bloom Energy Stock Slips 5% as Analysts Flag 40-to-1 Backlog Concern
Bloom Energy is down 5% after analysts pointed out a 40-to-1 backlog gap that some investors said could squeeze future revenue if orders don’t pick up. NEW YORK, July 10, 2026, 14:11
Bloom Energy Stock Drops as AI Power Bet Hits Scandium Hurdle
Bloom Energy shares fell Wednesday after Hunterbrook released a short report that questioned the fuel-cell company's China supply-chain disclosures and whether it can ramp up production to meet AI power demand.
Plug Power (NASDAQ:PLUG) shares swing as shorts, cash take focus before Denmark project
Plug Power Inc. closed at $2.64 ahead of the U.S. holiday, giving the hydrogen fuel-cell and electrolyzer company a market cap around $3.67 billion. With the Nasdaq and NYSE both closed Friday for the Independence Day holiday, Thursday’s close is still the last available read on PLUG ahead of Monday’s open.
Bloom Energy surges into Russell as $25B AI contract faces up $77B market cap
Bloom Energy Corporation goes into the week as a large-cap growth name, shifting from its old small-cap fuel-cell label. A short trading week in the U.S. showed just how much trading in BE now tracks index moves and AI-linked power order deals.
Brookfield (NYSE:BAM) raises AI power deal framework to $25B; Bloom Energy (NYSE:BE) stock moves
Bloom Energy shares soared late Tuesday as Brookfield Asset Management increased its financing framework for Bloom’s AI infrastructure power projects to $25 billion, up from $5 billion. The move shifts the deal into a test for Bloom’s ability to deploy the new capital quickly. Reuters said the stock climbed 12% in after-hours trading after the two groups revealed the new figure.
Bloom Energy (NYSE:BE) stock faces index-flow test after Friday selloff
Bloom Energy Corporation bounced in early U.S. trading on Monday, but the stock’s bigger test is whether last week’s selling was a one-day index-flow break or the start of a lower valuation range for one of the year’s most stretched AI-power trades.
Bloom Energy (NYSE:BE) heads into short week after Russell index drop
Bloom Energy Corporation is coming off a wild week. Shares ended Friday at $252.02, down 18.49% on the day. That’s after closing Monday at $345.85. The stock turned over 57.20 million shares Friday, topping the 46.95 million shares traded from Monday through Thursday.
Bloom Energy falls as Russell Top 200 entry shakes up price target debate
Bloom Energy Corporation fell 12.4% to $270.88 Friday, slashing back a jump from Thursday’s 52-week high at $351.28. The stock hit $265.11 at its session low, with 8.3 million shares changing hands as of 12:01 p.m. in New York. Bloom’s Russell index move no longer looked like much of a win as the fuel-cell firm came under pressure.
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