{ "report_id": "security_be", "report_type": "security_detail", "site_path": "securities/be/index.html", "title": "BE - Bloom Energy Operating Console", "ticker": "BE", "company": "Bloom Energy", "as_of": "2026-05-24T17:55:45.368331Z", "generated_at": "2026-06-24T04:55:51Z", "summary": "Static report-layer operating console projection of the canonical BE knowledge lane with a live selected-security chart module, KPI strip, source-routed proof blocks, exposure cards, trigger boards, risk punch cards, diagnostics, and filing links.", "boundaries": { "canonical_research_storage": "../../../knowledge/wiki/lanes/security/be.md", "report_role": "Readable projection, routing surface, and chart host only.", "discovery_policy": "Read local report API outputs only; do not mutate discovery from this page.", "chart_rules_policy": "Persisted chart overlays and plan rules remain in assets/chart-level-rules.js.", "portfolio_policy": "No portfolio action, sizing, buy/sell recommendation, or trade 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portfolio instructions." ] }, "source_trail": { "canonical_knowledge_lane": "../../../knowledge/wiki/lanes/security/be.md", "profile_source_id": "security_profile__be__refresh_30_through_security_profile_20260524T175544Z", "research_source_id": "security_research__be__refresh_30_through_security_profile_20260524T175544Z", "latest_profile_output": "../../../knowledge/raw/sources/security_profile__be__refresh_30_through_security_profile_20260524T175544Z/output.md", "latest_profile_output_json": "../../../knowledge/raw/sources/security_profile__be__refresh_30_through_security_profile_20260524T175544Z/output.json", "latest_profile_manifest": "../../../knowledge/raw/sources/security_profile__be__refresh_30_through_security_profile_20260524T175544Z/source.json", "latest_profile_output_hash": "sha256:64e6a025f2d4e5704887442da58cfdd7e191ec61eb976d462b277ef4eaed94b4", "latest_research_output": 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"sector_context_industrials": "d3cc37a477ef0a39abfc9722ad6045544bc8045e109a9b859b5ce4ff8773671e" }, "source_claims_projected": [ "C1", "C2", "C3", "C4", "C5", "C6", "C7", "C8", "C9", "C10" ], "source_evidence_ids_projected": [ "E1", "E2", "E3", "E4", "E5", "E6", "E7", "E8", "E9", "E10", "E11", "E12", "E13", "E14", "E15", "E16", "E17", "E18", "E19", "E20", "E21", "E22", "E23", "E24", "E25", "E26" ], "profile_object_ids_projected": [ "be_kpi_revenue_growth", "be_kpi_product_mix", "be_kpi_margin_mix", "be_kpi_cash_flow", "be_kpi_share_count", "be_forecast_revenue", "be_forecast_margin", "be_forecast_cash_conversion", "be_forecast_dilution", "be_base_001", "be_upside_001", "be_downside_001", "be_mon_confirm_revenue", "be_mon_watch_margin", "be_mon_invalidate_customer_delay", "be_mon_watch_working_capital", "be_mon_watch_dilution", "be_mon_watch_cost_inputs", "be_mon_invalidate_warranty", "be_risk_execution", "be_risk_margin_quality", "be_risk_valuation", "be_risk_dilution", "be_unk_customer_economics", "be_unk_transcripts", "be_unk_peer_benchmark", "be_unk_financing_structure", "sector_ctx_unk_003", "sector_ctx_unk_005" ], "local_chart_endpoints": [ "/api/securities/BE/chart?frequency=daily&window=9m&as_of=latest", "/api/securities/BE/chart?frequency=weekly&window=5y&as_of=latest" ], "route_registry_route": "../../assets/security-page-routes.js#BE", "chart_level_registry_route": "../../assets/chart-level-rules.js#BE", "fallback_chart_route": "../index.html?ticker=BE", "source_refs_projected": [ "S1", "S2", "S3", "S4", "S5", "S6", "S7", "S8", "S9", "S10" ], "source_ref_registry": [ { "source_ref_id": "S1", "source_id": "sec_2026_q1_10q", "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026028021/be-20260331.htm", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": true }, { "source_ref_id": "S2", "source_id": "sec_2025_10k", "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/be-20251231.htm", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": true }, { "source_ref_id": "S3", "source_id": "bloom_q1_2026_earnings_release", "url": "https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Record-First-Quarter-2026-Results-and-Raises-Full-Year-2026-Guidance/default.aspx", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": true }, { "source_ref_id": "S4", "source_id": "bloom_q4_2025_earnings_release", "url": "https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results-with-Record-Full-Year-Revenues/default.aspx", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": false }, { "source_ref_id": "S5", "source_id": "bloom_oracle_april_2026_release", "url": "https://www.bloomenergy.com/news/bloom-energy-and-oracle-expand-strategic-partnership-to-deploy-up-to-2-8-gw-to-accelerate-ai-infrastructure-build-out/", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": true }, { "source_ref_id": "S6", "source_id": "nebius_bloom_may_2026_release", "url": "https://nebius.com/newsroom/nebius-and-bloom-energy-partner-to-power-ai-infrastructure-build-out", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": true }, { "source_ref_id": "S7", "source_id": "stockanalysis_be_market_data", "url": "https://stockanalysis.com/stocks/be/statistics/", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": true }, { "source_ref_id": "S8", "source_id": "bloom_2026_proxy", "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001664703/370d2d79-202d-4ef6-8de6-a042768cfd30.html", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": true }, { "source_ref_id": "S9", "source_id": "bloom_may_2026_investor_presentation", "url": "https://s205.q4cdn.com/638877794/files/doc_presentations/2026/May/04/2026-IR-Presentation-May-2026-Final.pdf", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": false }, { "source_ref_id": "S10", "source_id": "sec_2024_10k", "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828025008747/be-20241231.htm", "captured_at_utc": "2026-05-24T17:55:45.368331Z", "required": true } ] }, "web_source_trail": { "checked_at": "2026-06-24", "official_links": [ { "label": "Bloom Energy investor relations", "url": "https://investor.bloomenergy.com/", "dated_note": "IR route checked 2026-06-24 for company-hosted financial and filings navigation." }, { "label": "Bloom Energy Q1 2026 earnings release", "url": "https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Record-First-Quarter-2026-Results-and-Raises-Full-Year-2026-Guidance/default.aspx", "publication_date": "2026-04-28", "dated_note": "Release dated 2026-04-28; used for Q1 revenue, product revenue growth, gross margin, operating cash flow, and raised FY2026 guidance." }, { "label": "Bloom Energy and Oracle expanded partnership release", "url": "https://www.bloomenergy.com/news/bloom-energy-and-oracle-expand-strategic-partnership-to-deploy-up-to-2-8-gw-to-accelerate-ai-infrastructure-build-out/", "publication_date": "2026-04-13", "dated_note": "Release dated 2026-04-13; records up to 2.8 GW under the master services agreement, 1.2 GW initially contracted and deploying, and the Oracle warrant issuance timing." }, { "label": "Nebius and Bloom Energy partnership release", "url": "https://nebius.com/newsroom/nebius-and-bloom-energy-partner-to-power-ai-infrastructure-build-out", "publication_date": "2026-05-20", "dated_note": "Release dated 2026-05-20; records a first 328 MW installed-capacity project expected operational in 2026." }, { "label": "Bloom IR SEC filings", "url": "https://investor.bloomenergy.com/financials-and-filings/sec-filings/default.aspx", "dated_note": "Company-hosted filings route checked 2026-06-24." }, { "label": "SEC company browse", "url": "https://www.sec.gov/edgar/browse/?CIK=1664703&owner=exclude", "dated_note": "SEC filing discovery route for Bloom Energy, CIK 1664703." }, { "label": "Q1 2026 Form 10-Q", "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026028021/be-20260331.htm", "filing_period": "2026-03-31", "dated_note": "Quarterly report for the period ended 2026-03-31." }, { "label": "FY2025 Form 10-K", "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/be-20251231.htm", "filing_period": "2025-12-31", "dated_note": "Annual report for the year ended 2025-12-31." } ], "street_view_items": [ { "provider": "StockAnalysis", "url": "https://stockanalysis.com/stocks/be/forecast/", "as_of": "2026-06-23", "checked_at": "2026-06-24", "detail": "Page showed 28 analysts polled by S&P Global, Buy consensus, average target $264.53, low $55, high $335, and June 2026 actions from Barclays, UBS, Bernstein, and Morgan Stanley." }, { "provider": "StockAnalysis", "url": "https://stockanalysis.com/stocks/be/statistics/", "as_of": "2026-06-23", "checked_at": "2026-06-24", "detail": "Page showed market cap $91.59B, enterprise value $92.05B, EV/sales 37.58x, forward P/S 22.50x, beta 3.75, 52-week price change +1,380.37%, shares outstanding 284.44M, institutional ownership 85.48%, and short interest 28.56M shares or 10.04% of shares outstanding." }, { "provider": "MarketBeat", "url": "https://www.marketbeat.com/stocks/NYSE/BE/forecast/", "as_of": "2026-06-23", "checked_at": "2026-06-24", "detail": "Page listed recent analyst and brokerage coverage rows; used only as a secondary outside-view route, not as primary operating evidence." } ] }, "chart": { "ticker": "BE", "initializer": "assets/report.js initializeSecurityChartPage reads data-security-ticker=\"BE\"", "api_required": true, "daily_endpoint": "/api/securities/BE/chart?frequency=daily&window=9m&as_of=latest", "weekly_endpoint": "/api/securities/BE/chart?frequency=weekly&window=5y&as_of=latest", "price_source": "Local report API backed by discovery daily_ohlc and derived 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"Scenario Assessment And Sensitivities", "role": "Base, upside, and downside operating scenario cards." }, { "id": "monitoring-triggers", "title": "Monitoring Triggers", "role": "Business evidence checks for revenue, deployments, margins, working capital, dilution, and input costs." }, { "id": "risks-invalidations-quality-flags", "title": "Risks, Invalidations, And Quality Flags", "role": "Risk punch cards for execution, margin quality, valuation, accounting, dilution, and customer economics." }, { "id": "diagnostics-freshness-unknowns", "title": "Diagnostics, Freshness, And Known Unknowns", "role": "Source freshness, coverage gaps, and known unknowns." }, { "id": "links-filings", "title": "Links And Filings", "role": "Human-readable source bay for knowledge lane, raw outputs, filings, IR pages, metadata, and fallback chart route." }, { "id": "categories", "title": "Categories", "role": "Footer routing to security charts, themes, knowledge lane, and metadata." } ], "machine_provenance_limitations": [ "Projected claim, evidence, KPI, trigger, scenario, and risk IDs are stored in metadata only and are not visible in the report cards.", "The report page is not canonical research storage and should not be used as the source of record for new BE claims.", "Dated web checks supplement routing and street-view context but do not overwrite the filed knowledge lane.", "No static horizontal chart levels, trigger prices, calculated guide lines, or overlay JSON are stored in this metadata." ], "revision": { "version": 1, "created_at": "2026-06-24T04:55:51Z", "created_by": "Codex", "change_log": [ { "changed_at": "2026-06-24T04:55:51Z", "change": "Created detailed BE security report page from the canonical BE knowledge lane and latest paired research/profile outputs." } ] } }