Bloom Energy Corp BE
ELECTRICAL EQUIPMENT & PARTS with price history, portfolio records, theme ratings, and research entries from the IntraAlpha data layer.
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-07-15T00:00:00. Position gain/loss: —.
11 trade records · 7 option records · 2025-02-03 → 2026-07-161,043 global patents (516 granted), but solid oxide fuel cell (SOFC) technology is mature and well-established — not fundamentally novel. The real moat derives from engineering expertise and the world's largest scandium consumption (scandium oxide i…
Manufacturing facilities expanding to 2 GW capacity. These are conventional manufacturing plants — not uniquely scarce. The defensibility lies more in materials supply chain (scandium sourcing) and engineering know-how than in the physical plants th…
Growth. SOFC manufacturing ramp to 2GW captures Fortune 500 on-site power demand as AI data centers seek 24/7 baseload alternatives to grid dependency. Primary assets. 1,043 patents (516 granted), SOFC manufacturing (expanding to 2GW), fuel cell ins…
Append-only ticker entries from the internal coverage database.
- SW 20 : HW 80
Growth. SOFC manufacturing ramp to 2GW captures Fortune 500 on-site power demand as AI data centers seek 24/7 baseload alternatives to grid dependency. Primary assets. 1,043 patents (516 granted), SOFC manufacturing (expanding to…
- Moderate
Manufacturing facilities expanding to 2 GW capacity. These are conventional manufacturing plants — not uniquely scarce. The defensibility lies more in materials supply chain (scandium sourcing) and engineering know-how than in th…
- Moderate
1,043 global patents (516 granted), but solid oxide fuel cell (SOFC) technology is mature and well-established — not fundamentally novel. The real moat derives from engineering expertise and the world's largest scandium consumpti…
1,043 global patents (516 granted), but solid oxide fuel cell (SOFC) technology is mature and well-established — not fundamentally novel. The real moat derives from engineering expertise and the world's largest scandium consumption (scandium oxide in electrolyte material for superior conductivity). Decades of field experience optimizing fuel cell performanc…
Manufacturing facilities expanding to 2 GW capacity. These are conventional manufacturing plants — not uniquely scarce. The defensibility lies more in materials supply chain (scandium sourcing) and engineering know-how than in the physical plants themselves.
- manual · sw-hw
Growth. SOFC manufacturing ramp to 2GW captures Fortune 500 on-site power demand as AI data centers seek 24/7 baseload alternatives to grid dependency. Primary assets. 1,043 patents (516 granted), SOFC manufacturing (expanding to…
- manual · physical-assets
Manufacturing facilities expanding to 2 GW capacity. These are conventional manufacturing plants — not uniquely scarce. The defensibility lies more in materials supply chain (scandium sourcing) and engineering know-how than in th…
- manual · moat
1,043 global patents (516 granted), but solid oxide fuel cell (SOFC) technology is mature and well-established — not fundamentally novel. The real moat derives from engineering expertise and the world's largest scandium consumpti…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-16 | SELL | Equity | +66% |
| 2026-07-16 | SELL | Equity | +26% |
| 2026-07-16 | SELL | Equity | +26% |
| 2026-07-06 | SELL | Equity | +19% |
| 2025-08-14 | SELL | CALL option | +81% |
| 2025-08-07 | BUY | CALL option | +46% |
| 2025-08-07 | SELL | CALL option | +100% |
| 2025-07-25 | SELL | CALL option | +68% |
| 2025-07-25 | BUY | CALL option | +64% |
| 2025-02-05 | BUY | CALL option | +24% |
| 2025-02-03 | BUY | CALL option | 0% |