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Price
$346
USD
Day
+5.2%
YTD
—
Point-in-time evaluation
pass
Thesis intact (Q1 +130%, Oracle 2.8 GW, Daiwa $324) but convex slot filled by CRDO 2026-05-26 and spot $289 is +23% above $210-235 buy zone.
May 28, 07:52 a.m.
External signal
Oracle expanded the BE partnership to deploy up to 2.8 GW for AI/cloud, and Data Center Dynamics reported an Oracle/BorderPlex plan for up to 2.45 GW of Bloom fuel cells in New Mexico — material catalyst confirmation. Spot $317.55 is now ~36% above the Aegis $234.18 PT and well outside the May 8 eval's $210-235 buy zone; no add recommended despite the catalyst.
May 21, 08:04 a.m.Source: 2026-05-21_midday.mdConsensus PT: $264
Research feed
Latest imported research note for this ticker.
longavoid
Imported thesis
Rank 4 convex via long-dated calls only (NOT equity — 140x forward P/E, median analyst PT implies -40%). Behind-the-meter fuel cells unblock stranded GW for data centres. 2.8 GW Oracle deal confirmed. Cleanest direct compute-->GW story among convex names.
Imported reasoning
Spot $260 remains above 23-analyst consensus PT of $217 (-16% implied downside); convex slot filled by CRDO; avoid unchanged.
Last imported
Jun 15, 03:01 a.m.
Source report
2026-06-15_core_refresh_brief.md
Private trigger details hidden
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
Rank 4 convex via long-dated calls only (NOT equity — 140x forward P/E, median analyst PT implies -40%). Behind-the-meter fuel cells unblock stranded GW for data centres. 2.8 GW Oracle deal confirmed. Cleanest direct compute-->GW story among convex names.
Sleeve
—
Consensus PT (USD)
$264
Holdings
No holdings recorded for this ticker.
Smart-money holders
Held by SA-LP — 6.4% of fund (6,485,408 sh, -36% QoQ) as of 2026-03-31
Held by SA-LP — long calls — 0.4% of fund (408,500 underlying sh, -96% QoQ) as of 2026-03-31
Social Signal — last 90 days
@ParadisLabs
3 mentions · 3 bullish / 0 bearish
BE is a beneficiary of AI energy demand with potential upside from tiny current market cap.
Bloom Energy delivered superb earnings and has achieved market leadership in fuel cell technology
Power scarcity and growing hyperscaler capex create sustained tailwind for fuel cell deployment.
@zephyr_z9
1 mention · 0 bullish / 1 bearish
Bloom Energy cannot expand capacity fast enough to meet surging datacenter demand for behind-the-meter power solutions.