What is the 13F Pro Quality Score for BE?

13F Pro ranks Bloom Energy Corp (BE) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BE's current score at https://13fpro.ai/company/BE (free sign-up required for the full ranking).

Which hedge funds own the most BE stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BE include BlackRock,, AMERIPRISE FINANCIAL, GOLDMAN SACHS GROUP. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/BE as soon as new 13F filings post.

Where does 13F Pro source BE data?

All Bloom Energy Corp fundamentals and ownership data come directly from SEC EDGAR. Bloom Energy Corp files with the SEC under CIK 1664703. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BE in?

Bloom Energy Corp (BE) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives BE's revenue?

Per Bloom Energy Corp's latest 10-Q filed with the SEC on 2026-07-28, the biggest revenue drivers are: Product ($935.4M, +215.4% YoY); Service ($69.0M, +26.8% YoY); Installation ($51.0M, +36.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/BE.

What are BE's largest expenses?

Bloom Energy Corp's latest 10-Q reports these as the largest expense items: Cost of product revenue ($594.0M, +198.9% YoY); General and administrative ($71.4M, +56.0% YoY); Sales and marketing ($43.0M, +78.9% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is BE research updated on 13F Pro?

BE's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Bloom Energy Corp(BE)Stock Analysis

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SEC EDGAR: CIK 1664703 BE stock profile & AI dashboard →

13F Pro Quality Score

66.2/100

Rank #434 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

90.6/100

Profitability

44.4/100

Balance Sheet

46.8/100

Earnings Quality

94.2/100

Free Cash Flow

54.2/100

Institutional Flow

46.8/100

Revenue Scale

66.3/100

Dilution Risk

94.7/100

Email me the moment this company reports earnings

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Why BE Scores 66/100

exact factor attribution · 2026-09-11

BE's composite is driven by revenue growth and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+8.1 pts

91th pct

Earnings quality

+4.4 pts

94th pct

Scale

+2.4 pts

66th pct

Shareholder dilution

+2.2 pts

95th pct

Free cash flow

+0.6 pts

54th pct

Institutional flow

-0.2 pts

47th pct

Capital efficiency

-0.3 pts

47th pct

Earnings growth

-0.3 pts

44th pct

Profitability

-0.8 pts

44th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

BE Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Bloom Energy Corp (BE), a Technology sector company. 13F Pro's AI-powered ranking engine scores BE at 66.2/100 on a 32-signal composite quality model, placing it at rank #434 of 2,961 stocks — the top 25% of the AI-ranked universe. BE scores in the top quartile across earnings quality (94.2), revenue growth (90.6). Based on the latest XBRL financial filings (Q1 2026), Bloom Energy Corp reports quarterly revenue of $751.1M, net income of $73.7M, an operating margin of 9.6%. Top institutional holders of BE by reported 13-F value include BlackRock, AMERIPRISE FINANCIAL, GOLDMAN SACHS GROUP, based on the most recent SEC filings. BE trades on the NYSE exchange and files with the SEC under CIK 1664703. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Bloom Energy Corp directly from SEC EDGAR. Bloom Energy Corp's 13F Pro composite quality score has ranged between 24 and 66 since 2021, currently 66.2 — an improving long-term trajectory across 67 quarterly and live scoring snapshots.

What's Driving BE's Business? Latest 10-Q Breakdown

✓ 32/32 datapoints verified

AI-extracted from Bloom Energy Corp's 10-Q filed 2026-07-28 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Total revenue more than doubled to $1.07B (+165.5% YoY) on a large AI-infrastructure customer deployment and Brookfield JV projects, driving the company to $198.9M net income and 33% gross margin versus a Q2 2025 operating loss.

Biggest Revenue Drivers

Product$935.4M+215.4% YoY

Stronger demand for power solutions, including a significant deployment for a large AI infrastructure customer and multiple projects executed through the Brookfield joint venture

Service$69.0M+26.8% YoY

Higher revenue from maintenance contracts associated with the Energy Server fleet

Biggest Revenue Drivers

Total revenue: $1.07B+165.5% YoY

Product$935.4M+215.4% YoY

Stronger demand for power solutions, including a significant deployment for a large AI infrastructure customer and multiple projects executed through the Brookfield joint venture

Service$69.0M+26.8% YoY

Higher revenue from maintenance contracts associated with the Energy Server fleet

Installation$51.0M+36.4% YoY

Timing of achieving key project milestones on sites requiring full Bloom installations

Electricity$10.0M-22.3% YoY

Lower straight-line electricity revenue resulting from repowering of certain Managed Services sites

Largest Expense Items

Cost of product revenue$594.0M+198.9% YoY

Higher sales volumes and product warranty costs, partly offset by manufacturing efficiencies, automation, and a $37.4M tariff recovery

General and administrative$71.4M+56.0% YoY

Higher employee compensation including stock-based comp, plus increased consulting, advisory and legal costs

Sales and marketing$43.0M+78.9% YoY

Higher compensation and consulting costs tied to expanding AI data center power programs

Research and development$58.9M+44.4% YoY

Higher employee compensation including stock-based comp and increased laboratory supply costs

Margins: Gross margin rose to 33% from 27% YoY, led by product gross margin improving to 37% from 33% on manufacturing efficiencies, automation, and a $37.4M import tariff recovery, partially offset by a wider installation gross loss.

Watch Items from the Filing

Two customers, one a related party, accounted for approximately 44% and 21% of Q2 2026 total revenue, indicating significant customer concentration.
U.S. revenue concentration jumped to 90% of total revenue in Q2 2026 from 59% a year earlier, reducing geographic diversification.
A July 8, 2026 short-seller report alleged supply chain sourcing issues; the company disputed the claims but incurred response costs and stock volatility.
New U.S. tariffs of 10%-12.5% on imports from roughly 60 economies took effect in late July 2026, adding cost uncertainty despite a $37.4M IEEPA tariff recovery already recognized.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$751.1M

Net Income

Q1 2026

$73.7M

Free Cash Flow

Q1 2026

$47.4M

Operating Margin

Q1 2026

9.6%

ROIC

Q1 2026

8.2%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+37.3% YoY

$2.02BFY 2025

FY22 $1.20BFY23 $1.33BFY24 $1.47BFY25 $2.02B

Net Income

—FY 2025

FY22 $-301.7MFY23 $-302.1MFY24 —FY25 —

Operating Income

+217.8% YoY

$72.8MFY 2025

FY22 $-261.0MFY23 $-208.9MFY24 $22.9MFY25 $72.8M

EPS (Diluted)

-184.6% YoY

$-0.37FY 2025

FY22 $-1.62FY23 $-1.42FY24 $-0.13FY25 $-0.37

Total Assets

+65.5% YoY

$4.40BFY 2025

FY22 $1.95BFY23 $2.41BFY24 $2.66BFY25 $4.40B

Total Debt

+93.4% YoY

$2.63BFY 2025

FY22 $437.6MFY23 $846.6MFY24 $1.36BFY25 $2.63B

Op. Cash Flow

+23.9% YoY

$113.9MFY 2025

FY22 $-191.7MFY23 $-372.5MFY24 $92.0MFY25 $113.9M

Free Cash Flow

+72.5% YoY

$57.2MFY 2025

FY22 $-308.5MFY23 $-456.3MFY24 $33.1MFY25 $57.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.02B +37.3%	$1.47B +10.5%	$1.33B +11.2%	$1.20B +23.3%	$972.2M +22.4%	$794.2M
Net Income	—	—	$-302.1M -0.1%	$-301.7M -83.5%	$-164.4M -4.4%	$-157.6M
Operating Income	$72.8M +217.8%	$22.9M +111.0%	$-208.9M +20.0%	$-261.0M -127.9%	$-114.5M -41.7%	$-80.8M
EPS (Diluted)	$-0.37 -184.6%	$-0.13 +90.8%	$-1.42 +12.3%	$-1.62 -70.5%	$-0.95 +16.7%	$-1.14
Total Assets	$4.40B +65.5%	$2.66B +10.1%	$2.41B +24.0%	$1.95B +12.8%	$1.73B +18.6%	$1.45B
Total Debt	$2.63B +93.4%	$1.36B +60.4%	$846.6M +93.5%	$437.6M -20.8%	$552.6M +8.0%	$511.7M
Operating Cash Flow	$113.9M +23.9%	$92.0M +124.7%	$-372.5M -94.3%	$-191.7M -216.0%	$-60.7M +38.6%	$-98.8M
Free Cash Flow	$57.2M +72.5%	$33.1M +107.3%	$-456.3M -47.9%	$-308.5M -179.2%	$-110.5M +19.2%	$-136.7M

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Available Research

13F Pro tracks comprehensive data for Bloom Energy Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BE

BlackRock, Inc.
$5.6B18,442,336 sh
AMERIPRISE FINANCIAL INC
$5.5B18,134,575 sh
GOLDMAN SACHS GROUP INC
$4.2B13,950,652 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$3.8B12,549,603 sh
VANGUARD CAPITAL MANAGEMENT LLC
$3.7B12,082,447 sh
GOLDMAN SACHS GROUP INC
$3.1B10,150,200 sh
JANE STREET GROUP, LLC
$2.7B8,880,500 sh
JANE STREET GROUP, LLC
$2.6B8,430,700 sh
JPMORGAN CHASE & CO
$2.2B8,085,893 sh
MORGAN STANLEY
$2.2B7,313,415 sh

Fund	Value	Shares
BlackRock, Inc.	$5.6B	18,442,336
AMERIPRISE FINANCIAL INC	$5.5B	18,134,575
GOLDMAN SACHS GROUP INC	$4.2B	13,950,652
VANGUARD PORTFOLIO MANAGEMENT LLC	$3.8B	12,549,603
VANGUARD CAPITAL MANAGEMENT LLC	$3.7B	12,082,447
GOLDMAN SACHS GROUP INC	$3.1B	10,150,200
JANE STREET GROUP, LLC	$2.7B	8,880,500
JANE STREET GROUP, LLC	$2.6B	8,430,700
JPMORGAN CHASE & CO	$2.2B	8,085,893
MORGAN STANLEY	$2.2B	7,313,415

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Is BE a good stock to buy?

13F Pro's AI-powered analysis of Bloom Energy Corp (BE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BE are available on the BE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BE is classified as a large company.

Which hedge funds own BE?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Bloom Energy Corp's investment landscape.