Market Cap
$85.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 29, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Sep 28, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Sep 14, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 27, 2026 | Bernstein | REITERATE | Market Perform | 51% |
| Aug 14, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 30, 2026 | Mizuho | UPGRADE | Outperform | 52% |
| Jul 30, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 17 | 14 | 1 | 0 | 62% | |
| Aug 1, 2026 | 6 | 18 | 13 | 1 | 0 | 63% | |
| Jul 1, 2026 | 6 | 15 | 15 | 1 | 0 | 57% | |
| Jun 1, 2026 | 6 | 14 | 14 | 1 | 0 | 57% | |
| May 1, 2026 | 6 | 14 | 15 | 1 | 0 | 56% | |
| Apr 1, 2026 | 6 | 14 | 14 | 2 | 1 | 54% | |
| Mar 1, 2026 | 6 | 14 | 14 | 2 | 1 | 54% | |
| Feb 1, 2026 | 6 | 14 | 13 | 2 | 1 | 56% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.67 | $0.56–$0.80 | 345.1% | +0.3% | 17↑ 0↓ | $1.1B | 17 |
| Next Q | $0.83 | $0.68–$1.03 | 85.3% | -0.1% | 13↑ 4↓ | $1.2B | 17 |
| Current FY | $2.71 | $2.42–$3.08 | 256.2% | +0.0% | 24↑ 0↓ | $4.1B | 26 |
| Next FY | $4.94 | $2.95–$7.01 | 82.6% | +0.4% | 19↑ 4↓ | $6.8B | 28 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.668 | — |
| 7d ago | $0.665 | +0.003 |
| 30d ago | $0.666 | +0.002 |
| 60d ago | $0.668 | +0.000 |
| 90d ago | $0.510 | +0.158 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,442,336 | $5.6B | 8.3% | TRIM -26.4% |
| AMERIPRISE FINANCIAL INC | 18,134,575 | $5.5B | 8.1% | — |
| GOLDMAN SACHS GROUP INC | 13,950,652 | $4.2B | 6.3% | ADD +53.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,549,603 | $3.8B | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,082,447 | $3.7B | 5.4% | — |
| GOLDMAN SACHS GROUP INC | 10,150,200 | $3.1B | 4.6% | ADD +53.0% |
| JANE STREET GROUP, LLC | 8,880,500 | $2.7B | 4.0% | — |
| JANE STREET GROUP, LLC | 8,430,700 | $2.6B | 3.8% | — |
| JPMORGAN CHASE & CO | 8,085,893 | $2.2B | 3.3% | DOUBLED +369.9% |
| MORGAN STANLEY | 7,313,415 | $2.2B | 3.3% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 25,060,806 | 18,442,336 | -26.4% | $5.6B |
| GOLDMAN SACHS GROUP INC | ADD | 9,120,513 | 13,950,652 | +53.0% | $4.2B |
| JPMORGAN CHASE & CO | DOUBLED | 1,720,723 | 8,085,893 | +369.9% | $2.2B |
| GEODE CAPITAL MANAGEMENT, LLC | TRIM | 5,947,076 | 3,793,446 | -36.2% | $1.2B |
| NORGES BANK | NEW | — | 3,297,042 | — | $998.0M |
| SANDS CAPITAL MANAGEMENT, LLC | ADD | 1,779,038 | 2,926,558 | +64.5% | $885.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 387,161 | 2,522,461 | +551.5% | $763.5M |
| Capital World Investors | ADD | 1,838,834 | 2,343,758 | +27.5% | $709.5M |
| WELLS FARGO & COMPANY/MN | ADD | 1,353,938 | 2,004,156 | +48.0% | $606.7M |
| FMR LLC | TRIM | 2,751,237 | 1,974,966 | -28.2% | $597.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Kurzymski Maciej | Chief Accounting Officer | SELL | 2,295 | $268.42 | $616.0K |
| Sep 16, 2026 | Chitoori Satish | Chief Operations Officer | SELL | 2,870 | $270.06 | $775.1K |
| Sep 16, 2026 | SODERBERG SHAWN MARIE | See Remarks | SELL | 2,870 | $270.07 | $775.1K |
| Sep 16, 2026 | Joshi Aman | Chief Commercial Officer | SELL | 3,601 | $269.94 | $972.1K |
| Sep 1, 2026 | Sridhar KR | Chairman & CEO | EXERCISE | 9,688 | $30.96 | $299.9K |
| Aug 31, 2026 | Sridhar KR | Chairman & CEO | GIFT | 300,000 | — | — |
| Aug 27, 2026 | Edwards Simon Stephen | Chief Financial Officer | AWARD | 15,000 | — | — |
| Aug 17, 2026 | IMMELT JEFFREY R | Director | SELL | 30,000 | $238.91 | $7.2M |
| Aug 14, 2026 | Joshi Aman | Chief Commercial Officer | SELL | 4,677 | $241.75 | $1.1M |
| Aug 14, 2026 | SODERBERG SHAWN MARIE | See Remarks | SELL | 2,895 | $233.60 | $676.3K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026 | Nancy Pelosi | D | HOUSE | BUY | $500,001 - $1,000,000 | Bloom Energy Corp | Aug 24, 2026(28d) |
| Jul 28, 2026 | Nancy Pelosi | D | HOUSE | BUY | $500,001 - $1,000,000 | Bloom Energy Corp | Aug 24, 2026(28d) |
| Jul 24, 2026 | Nancy Pelosi | D | HOUSE | BUY | $1,000,001 - $5,000,000 | Bloom Energy Corp | Aug 24, 2026(32d) |
| Jul 24, 2026 | Nancy Pelosi | D | HOUSE | BUY | $1,000,001 - $5,000,000 | Bloom Energy Corp | Aug 24, 2026(32d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Bloom Energy Corp | Feb 16, 2026(18d) |