BE
Bloom Energy Corporation · Industrials · Electrical Equipment & Parts
$224.23
-6.31% today · -17.81% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Underperforming without a clear catalyst yet
- BE −6.31% on the last session vs SPY −0.25%: −6.1 pts of stock-specific move.
- Earnings Oct 22 after the close: EPS $0.67 expected (17 analysts); it moved ±11.2% on average after its last 8 reports.
- News: Yahoo Finance reports AI energy stocks sinking as debt concerns rock the AI sector.
- Aftermath, mention spike (trendy) (Oct 9): After its 20 mention spikes in the past 5 years, BE was higher a day later 15 times out of 20; half the outcomes fell between -0.6% and +7.9%. History, not a forecast.
- 44 Reddit mentions in the past 24 hours, 61% positive over the week.
- 2 analyst actions in the past 10 days (1 positive, 0 negative); latest: UBS maintained Buy, raised target $325 → $350.
- 5 insider or congressional trades in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 2.7× its 20-day average; options price a ±13.4% move through the report.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
−$616K
unplanned net · 0 buys · 5 sells · 4 insiders
sales: 1 unplanned, 4 under a 10b5-1 plan (20% unplanned)
Insiders · 3 months
−$1.3M
unplanned net · 0 buys · 11 sells · 6 insiders
sales: 2 unplanned, 9 under a 10b5-1 plan (18% unplanned)
Congress · 3 months
≈+$3.8M
2 buys · 0 sells · 1 member
Congress · 1 year
≈+$3.8M
5 buys · 1 sell · 2 members
Fund moves · 3 months
≈−$18.5M
0 buys · 1 sell · 1 investor
Held by funds · now
≈$8.5M
1 investor · largest: Bridgewater
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 8,437 | $277.17 | $2.3M | Oct 2 |
| Sep 16, 2026 | Satish Chitoori | Chief Operations Officer | Sell | 10b5-1 plan | 2,870 | $270.06 | $775.1K | Sep 18 |
| Sep 16, 2026 | Shawn Marie Soderberg | See Remarks | Sell | 10b5-1 plan | 2,870 | $270.07 | $775.1K | Sep 18 |
| Sep 16, 2026 | Maciej Kurzymski | CAO | Sell | unplanned | 2,295 | $268.42 | $616K | Sep 18 |
| Sep 16, 2026 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 3,601 | $269.94 | $972.1K | Sep 18 |
| Aug 17, 2026 | Jeffrey R Immelt | Director | Sell | 10b5-1 plan | 30,000 | $238.91 | $7.2M | Aug 18 |
| Aug 14, 2026 | Shawn Marie Soderberg | See Remarks | Sell | unplanned | 2,895 | $233.60 | $676.3K | Aug 18 |
| Aug 14, 2026 | Satish Chitoori | Chief Operations Officer | Sell | 10b5-1 plan | 2,053 | $241.64 | $496.1K | Aug 18 |
| Aug 14, 2026 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 4,677 | $241.75 | $1.1M | Aug 18 |
| Aug 13, 2026 | John T Chambers | Director | Sell | 10b5-1 plan | 15,000 | $250.00 | $3.8M | Aug 14 |
| Aug 3, 2026 | John T Chambers | Director | Sell | 10b5-1 plan | 15,000 | $205.58 | $3.1M | Aug 4 |
| Jul 1, 2026 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 8,343 | $300.37 | $2.5M | Jul 2 |
| Jun 16, 2026 | Shawn Marie Soderberg | See Remarks | Sell | unplanned | 2,842 | $288.63 | $820.3K | Jun 17 |
| Jun 16, 2026 | Satish Chitoori | Chief Operations Officer | Sell | 10b5-1 plan | 2,837 | $289.11 | $820.2K | Jun 17 |
| Jun 16, 2026 | Maciej Kurzymski | CAO | Sell | unplanned | 2,259 | $288.62 | $652K | Jun 17 |
| Jun 16, 2026 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 3,558 | $289.14 | $1M | Jun 17 |
| May 28, 2026 | John T Chambers | Director | Sell | 10b5-1 plan | 55,000 | $297.69 | $16.4M | Jun 3 |
| May 18, 2026 | Shawn Marie Soderberg | See Remarks | Sell | 10b5-1 plan | 5,625 | $274.10 | $1.5M | May 18 |
| May 14, 2026 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 4,813 | $288.20 | $1.4M | May 18 |
| May 14, 2026 | Satish Chitoori | Chief Operations Officer | Sell | 10b5-1 plan | 2,111 | $288.24 | $608.5K | May 18 |
| May 13, 2026 | Maciej Kurzymski | CAO | Sell | unplanned | 6,229 | $293.36 | $1.8M | May 14 |
| May 7, 2026 | Mary K Bush | Director | Sell | unplanned | 25,000 | $266.96 | $6.7M | May 8 |
| Apr 29, 2026 | Shawn Marie Soderberg | See Remarks | Sell | 10b5-1 plan | 35,000 | $279.00 | $9.8M | May 1 |
| Apr 15, 2026 | Shawn Marie Soderberg | See Remarks | Sell | 10b5-1 plan | 55,000 | $213.73 | $11.8M | Apr 16 |
| Apr 14, 2026 | Satish Chitoori | Chief Operations Officer | Sell | 10b5-1 plan | 20,000 | $204.23 | $4.1M | Apr 16 |
| Apr 1, 2026 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 10,000 | $135.88 | $1.4M | Apr 2 |
| Mar 19, 2026 | Shawn Marie Soderberg | See Remarks | Sell | 10b5-1 plan | 15,410 | $150.47 | $2.3M | Mar 20 |
| Mar 17, 2026 | Shawn Marie Soderberg | See Remarks | Sell | 10b5-1 plan | 42,881 | $153.68 | $6.6M | Mar 17 |
| Mar 16, 2026 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 19,944 | $154.85 | $3.1M | Mar 17 |
| Mar 16, 2026 | Maciej Kurzymski | See Remarks | Sell | unplanned | 7,800 | $151.85 | $1.2M | Mar 17 |
| Mar 16, 2026 | Satish Chitoori | Chief Operations Officer | Sell | 10b5-1 plan | 18,964 | $154.45 | $2.9M | Mar 17 |
| Feb 27, 2026 | Gary S Pinkus | Director | Sell | unplanned | 1,250 | $165.80 | $207.2K | Feb 27 |
| Feb 25, 2026 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 10,000 | $175.60 | $1.8M | Feb 27 |
| Feb 25, 2026 | Shawn Marie Soderberg | See Remarks | Sell | 10b5-1 plan | 45,244 | $178.85 | $8.1M | Feb 27 |
| Feb 24, 2026 | Kr Sridhar | CEO | Sell | unplanned | 200,000 | $170.00 | $34M | Feb 26 |
| Feb 17, 2026 | Aman Joshi | Chief Commercial Officer | Sell | unplanned | 3,746 | $139.81 | $523.7K | Feb 19 |
| Feb 17, 2026 | Shawn Marie Soderberg | See Remarks | Sell | unplanned | 3,332 | $139.56 | $465K | Feb 19 |
| Feb 17, 2026 | Satish Chitoori | Chief Operations Officer | Sell | unplanned | 1,521 | $139.37 | $212K | Feb 19 |
| Dec 16, 2025 | Maciej Kurzymski | See Remarks | Sell | unplanned | 3,264 | $86.48 | $282.3K | Dec 18 |
| Dec 16, 2025 | Satish Chitoori | Chief Operations Officer | Sell | unplanned | 431 | $88.12 | $38K | Dec 18 |
| Nov 26, 2025 | Aman Joshi | Chief Commercial Officer | Sell | 10b5-1 plan | 15,000 | $97.80 | $1.5M | Dec 1 |
| Nov 17, 2025 | Shawn Marie Soderberg | See Remarks | Sell | unplanned | 4,316 | $107.42 | $463.6K | Nov 18 |
| Nov 14, 2025 | Satish Chitoori | Chief Operations Officer | Sell | unplanned | 2,085 | $104.08 | $217K | Nov 18 |
| Nov 14, 2025 | Aman Joshi | Chief Commercial Officer | Sell | unplanned | 4,543 | $109.13 | $495.8K | Nov 18 |
| Nov 5, 2025 | Mary K Bush | Director | Sell | unplanned | 36,000 | $142.82 | $5.1M | Nov 5 |
| Nov 5, 2025 | Shawn Marie Soderberg | See Remarks | Sell | unplanned | 36,666 | $141.00 | $5.2M | Nov 7 |
| Nov 5, 2025 | Maciej Kurzymski | See Remarks | Sell | unplanned | 13,105 | $144.09 | $1.9M | Nov 7 |
| Nov 5, 2025 | Eddy Zervigon | Director | Sell | unplanned | 20,000 | $141.28 | $2.8M | Nov 7 |
| Nov 5, 2025 | Jim H. Snabe | Director | Sell | unplanned | 20,000 | $143.04 | $2.9M | Nov 7 |
| Sep 16, 2025 | Satish Chitoori | Chief Operations Officer | Sell | unplanned | 400 | $71.16 | $28.5K | Sep 18 |
| Sep 16, 2025 | Maciej Kurzymski | See Remarks | Sell | unplanned | 2,474 | $70.47 | $174.3K | Sep 18 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Jul 28, 2026 | Nancy Pelosi | House | Buy | $500K–$1M | Aug 21 |
| Jul 24, 2026 | Nancy Pelosi | House | Buy | $1M–$5M | Aug 21 |
| Jan 30, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Dec 24, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 17, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 26, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Bridgewater (Ray Dalio's firm) | 28,147 | $8.5M | 0.03% | -38% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q2 2026 | 136,320 | $18.5M | Aug 14 | |
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Trimmed | 13F, Q1 2026 | 604,225 | $81.9M | 0.6% | May 15 |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q4 2025 | 740,545 | $64.3M | 1.5% | Feb 17 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves