Yes, iShares Russell 2000 ETF (IWM) holds BE with 1.82% (as of 2026-06-26).

Yes, Vanguard Small-Cap ETF (VB) holds BE with 0.47% (as of 2026-06-26).

Bloom Energy Corporation (BE) is held by IWM (1.82%), VB (0.47%).

What AI bubble is BE in?

Bloom Energy Corporation (BE) is mapped to the Datacenter Power bubble on QuantAbundancia. Pure-play solid-oxide fuel cell (SOFC) manufacturer - public-equity expression of the AI datacenter grid-bypass thesis. Oracle MSA April 2026 (up to 2.8 GW, 1.2 GW initial) is the largest commercial SOFC deployment commitment to date. Aschenbrenner's Situational Awareness LP largest long ($879M, Q1 2026 13F). Weight 0.85 reflects pure-play exposure and named-customer conviction with execution risk on manufacturing scale-up against the order book.

What sector is BE in?

Bloom Energy Corporation is classified under GICS Industrials (Electrical Equipment).

What is BE's last close price?

BE last closed at $252.02 on 2026-06-26.

BE

NYSEAnalystsBuy·25+5%

Bloom Energy Corporation

Industrials · Electrical Equipment

$252.02last close

+1028.6%~252d

Price

+1028.62% over 1Y

Fib key $118.00

Thesis

as of 2026-06-26

Pure-play solid-oxide fuel cell (SOFC) manufacturer; public-equity expression of the AI datacenter grid-bypass thesis. 53M-share warrant to Oracle - largest commercial SOFC deployment commitment in BE history. Aschenbrenner's Situational Awareness LP holds BE as largest long ($879M equity + $55M call notional, Q1 2026 13F).

Bull case: grid bottleneck is structural not cyclical, Oracle MSA backs forward revenue, customer pipeline broadening. Bear case: SOFC manufacturing scaling risk, Oracle concentration, natural gas cost exposure, post-13F drawdown overhang (-43% from mid-May peak).

•2026-04-09 - Oracle MSA signed: up to 2.8 GW SOFC capacity commitment + warrant for Oracle to purchase 3.53M BE shares
•2026-04 - Initial Oracle contract: 1.2 GW capacity, deployment underway
•2026-05-18 - Aschenbrenner Q1 2026 13F: BE as fund's largest long, 6.5M shares ($879M) + 409K share calls ($55M notional)
•2026-05-19 to 2026-05-22 - Post-13F drawdown: BE down ~17% in 48 hours as the long-book trade unwound across AI-infra names; broader -43% from mid-May $290 peak to ~$164 by 2026-05-26
•Recurring service contracts on installed base: typically 10+ year terms covering O&M, fuel stack replacements, performance guarantees
•Customer base disclosed in SEC filings: Oracle (lead), Equinix, AT&T, Walmart, semiconductor fabs, multiple undisclosed hyperscalers
•Setup tension: structural grid-bypass thesis (multi-year datacenter power constraint) vs near-term execution risk on SOFC manufacturing scale-up to 2.8 GW Oracle commitment; Aschenbrenner conviction signal (largest long) vs the 13F-day-2 tape unwind that took 17% off the stock
•Editorial deep-dives: /articles/bloom-energy-be-explained, /articles/aschenbrenner-day-2-the-longs-broke-first, /articles/datacenter-power-bubble

backlog$8.0B

power1200 MW

customersOracle · Equinix · AT&T · Walmart · Hyperscalers (undisclosed)

Analyze BE· interactive tools

Fibonacci levels Correlation matrix Learn the method

Bubbles· capital-flow co-movement

Datacenter Powerprimaryw 0.85

Themes· editorial groupings

AI Power

Conviction· in 3 watchlists

Top correlated· 252d co-movement

Related research· long-form analysis touching BE

all research →

Recent news· high-signal only

show all (incl. clickbait) →

No major news in the last 7 days for BE - only listicles and opinion pieces, which we filter out by default. See everything anyway.

Held by ETFs

IWMiShares Russell 2000 ETF
1.82%
VBVanguard Small-Cap ETF
0.47%

Key levels

$118.00
Key Fib level
+113.6%

Trading 113.6% above fib key.

Open full Fib grid →Correlation lookup →🔔 Get Telegram alerts for $BE →

Facts

Exchange: NYSE
Currency: USD
Market cap: $71.69B
Last update: 2026-06-26

Revenue (TTM)$2.4B

P/E -

P/S29.3×

Net margin0.2%

Frequently asked questions

Is BE in IWM?: Yes, iShares Russell 2000 ETF (IWM) holds BE with 1.82% (as of 2026-06-26).
Is BE in VB?: Yes, Vanguard Small-Cap ETF (VB) holds BE with 0.47% (as of 2026-06-26).
What ETFs hold BE?: Bloom Energy Corporation (BE) is held by IWM (1.82%), VB (0.47%).
What AI bubble is BE in?: Bloom Energy Corporation (BE) is mapped to the Datacenter Power bubble on QuantAbundancia. Pure-play solid-oxide fuel cell (SOFC) manufacturer - public-equity expression of the AI datacenter grid-bypass thesis. Oracle MSA April 2026 (up to 2.8 GW, 1.2 GW initial) is the largest commercial SOFC deployment commitment to date. Aschenbrenner's Situational Awareness LP largest long ($879M, Q1 2026 13F). Weight 0.85 reflects pure-play exposure and named-customer conviction with execution risk on manufacturing scale-up against the order book.
What sector is BE in?: Bloom Energy Corporation is classified under GICS Industrials (Electrical Equipment).
What is BE's last close price?: BE last closed at $252.02 on 2026-06-26.

BE

NYSEAnalystsBuy·25+5%

Bloom Energy Corporation

Industrials · Electrical Equipment

$252.02last close

+1028.6%~252d

Price

+1028.62% over 1Y

Fib key $118.00

Thesis

as of 2026-06-26

•2026-04-09 - Oracle MSA signed: up to 2.8 GW SOFC capacity commitment + warrant for Oracle to purchase 3.53M BE shares
•2026-04 - Initial Oracle contract: 1.2 GW capacity, deployment underway
•2026-05-18 - Aschenbrenner Q1 2026 13F: BE as fund's largest long, 6.5M shares ($879M) + 409K share calls ($55M notional)
•2026-05-19 to 2026-05-22 - Post-13F drawdown: BE down ~17% in 48 hours as the long-book trade unwound across AI-infra names; broader -43% from mid-May $290 peak to ~$164 by 2026-05-26
•Recurring service contracts on installed base: typically 10+ year terms covering O&M, fuel stack replacements, performance guarantees
•Customer base disclosed in SEC filings: Oracle (lead), Equinix, AT&T, Walmart, semiconductor fabs, multiple undisclosed hyperscalers
•Setup tension: structural grid-bypass thesis (multi-year datacenter power constraint) vs near-term execution risk on SOFC manufacturing scale-up to 2.8 GW Oracle commitment; Aschenbrenner conviction signal (largest long) vs the 13F-day-2 tape unwind that took 17% off the stock
•Editorial deep-dives: /articles/bloom-energy-be-explained, /articles/aschenbrenner-day-2-the-longs-broke-first, /articles/datacenter-power-bubble

backlog$8.0B

power1200 MW

customersOracle · Equinix · AT&T · Walmart · Hyperscalers (undisclosed)

Analyze BE· interactive tools

Fibonacci levels Correlation matrix Learn the method

Bubbles· capital-flow co-movement

Datacenter Powerprimaryw 0.85

Themes· editorial groupings

AI Power

Conviction· in 3 watchlists

Top correlated· 252d co-movement

Related research· long-form analysis touching BE

all research →

Recent news· high-signal only

show all (incl. clickbait) →

No major news in the last 7 days for BE - only listicles and opinion pieces, which we filter out by default. See everything anyway.

Held by ETFs

IWMiShares Russell 2000 ETF
1.82%
VBVanguard Small-Cap ETF
0.47%

Key levels

$118.00
Key Fib level
+113.6%

Trading 113.6% above fib key.

Open full Fib grid →Correlation lookup →🔔 Get Telegram alerts for $BE →

Facts

Exchange: NYSE
Currency: USD
Market cap: $71.69B
Last update: 2026-06-26

Revenue (TTM)$2.4B

P/E -

P/S29.3×

Net margin0.2%

Frequently asked questions

Is BE in IWM?: Yes, iShares Russell 2000 ETF (IWM) holds BE with 1.82% (as of 2026-06-26).
Is BE in VB?: Yes, Vanguard Small-Cap ETF (VB) holds BE with 0.47% (as of 2026-06-26).
What ETFs hold BE?: Bloom Energy Corporation (BE) is held by IWM (1.82%), VB (0.47%).
What AI bubble is BE in?: Bloom Energy Corporation (BE) is mapped to the Datacenter Power bubble on QuantAbundancia. Pure-play solid-oxide fuel cell (SOFC) manufacturer - public-equity expression of the AI datacenter grid-bypass thesis. Oracle MSA April 2026 (up to 2.8 GW, 1.2 GW initial) is the largest commercial SOFC deployment commitment to date. Aschenbrenner's Situational Awareness LP largest long ($879M, Q1 2026 13F). Weight 0.85 reflects pure-play exposure and named-customer conviction with execution risk on manufacturing scale-up against the order book.
What sector is BE in?: Bloom Energy Corporation is classified under GICS Industrials (Electrical Equipment).
What is BE's last close price?: BE last closed at $252.02 on 2026-06-26.