BE Class A Bloom Energy Corporation Class A Common Stock
NYSE · Electrical Equipment · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 29, 2026
$289.15
· of 52w range
· above low
· to high
$75.7052w low
$351.2852w high
Market Cap (MRQ)
$84.82B
P/E (TTM)
380.5
EPS (TTM)
$0.76
Revenue (TTM)
$3.11B
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52W Range
$76–$351
Analyst Rating
BUY
Price Target
$283
P/E
380.5
ROE
22.8%
Net Profit Margin
8.1%
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BE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$289.15
Market Cap (MRQ)
$84.82B
P/E (TTM)
380.5
EPS (TTM)
$0.76
Revenue (TTM)
$3.11B
ROE (TTM)
22.8%
Debt/Equity (MRQ)
1.5
52W Range
$76–$351
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.02B2019-12-31 → 2025-12-31
EPS$-0.372019-12-31 → 2025-12-31
Free Cash Flow$57M2019-12-31 → 2025-12-31
Net margin8.1%2019-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | BE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 380.55Y avg ≈-90.2 | ≈-90.2 | · | · | |
| P/S (TTM) | 27.2 | · | 3.8 | Overvalued | |
| P/B (MRQ) | 52.6 | · | 26.2 | Overvalued | |
| Price / FCF (TTM) | 135.8 | · | · | · | |
| Price / Cash Flow (TTM) | 115.0 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 31.2%5Y avg ≈20.8% | ≈20.8% | 30.0% | Top tier | |
| Operating Margin (TTM) | 11.2%5Y avg ≈-8.8% | ≈-8.8% | -71.4% | Top tier | |
| EBITDA Margin | 3.6%5Y avg ≈-8.8% | ≈-8.8% | -65.3% | Top tier | |
| Pretax Margin (TTM) | 8.2%5Y avg ≈-15.0% | ≈-15.0% | -13.4% | Top tier | |
| Net Profit Margin (TTM) | 8.1%5Y avg ≈-14.4% | ≈-14.4% | -72.1% | Top tier | |
| ROA (TTM) | 6.2%5Y avg ≈-9.0% | ≈-9.0% | -5.2% | Top tier | |
| ROE (TTM) | 22.8%5Y avg ≈-251.2% | ≈-251.2% | -13.1% | In line | |
| ROIC | 2.2%5Y avg ≈-14.1% | ≈-14.1% | -9.4% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | BE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 1.55Y avg ≈-0.7 | ≈-0.7 | 1.0 | High debt | |
| Current Ratio (MRQ) | 4.15Y avg ≈3.4 | ≈3.4 | 3.3 | Strong liquidity | |
| Quick Ratio | 4.55Y avg ≈2.2 | ≈2.2 | 2.0 | Strong liquidity | |
| Long-Term Debt / Equity (MRQ) | 1.55Y avg ≈-0.7 | ≈-0.7 | 1.3 | High debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 37.3%5Y avg ≈21.0% | ≈21.0% | · | · | |
| Revenue CAGR 3Y | 19.1%5Y avg ≈17.6% | ≈17.6% | · | · | |
| Revenue CAGR 5Y | 20.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | BE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.65Y avg ≈0.6 | ≈0.6 | 0.7 | Weak | |
| Inventory Turnover | 0.05Y avg ≈1.1 | ≈1.1 | 4.9 | Weak | |
| Receivables Turnover | 5.75Y avg ≈6.4 | ≈6.4 | 5.8 | Weak | |
| Revenue / Employee | ≈$914.2K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Payout Ratio-1.1%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
225.8%
Next Report
Oct 26, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $0.78 | $0.42 | 86.6% |
| March 31, 2026 | $0.44 | $0.13 | 228.6% | |
| Dec. 31, 2025 | $0.45 | $0.32 | 40.7% | |
| Sept. 30, 2025 | $0.15 | $0.10 | 55.1% | |
| June 30, 2025 | $0.10 | $0.01 | 800.9% | |
| March 31, 2025 | $0.03 | $-0.07 | 142.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.02B | $1.47B | $1.33B | $1.20B | $972M | $794M | $785M | $633M | $366M | |
| Cost of Revenue | $18M | $21M | $26M | $12M | $10M | $628M | $688M | $527M | $382M | |
| Gross Profit | $587M | $405M | $198M | $148M | $198M | $166M | $98M | $106M | $-16M | |
| R&D Expense | $186M | $149M | $156M | $151M | $103M | $84M | $104M | $89M | $51M | |
| SG&A Expense | $198M | $165M | $161M | $168M | $122M | $107M | $153M | $119M | $56M | |
| Operating Expenses | $515M | $382M | $407M | $409M | $312M | $247M | $330M | $271M | $139M | |
| Operating Income | $73M | $23M | $-209M | $-261M | $-115M | $-81M | $-233M | $-165M | $-155M | |
| Interest Expense | · | $63M | $108M | $54M | $69M | $79M | $94M | $106M | $124M | |
| Interest Income | · | · | · | · | · | · | · | $1M | $2M | |
| Other Non-op | $2M | $16M | $-3M | $5M | $-8M | $-8M | $706.0K | $-999.0K | $-491.0K | |
| Pretax Income | $-84M | $-26M | $-306M | $-314M | $-192M | $-179M | $-323M | $-290M | $-294M | |
| Income Tax | $3M | $846.0K | $2M | $1M | $1M | $256.0K | $633.0K | $2M | $600.0K | |
| Net Income | $-87M | $-27M | $-308M | $-315M | $-193M | $-179M | $-304M | $-274M | $-276M | |
| EPS (Basic) | $-0.37 | $-0.13 | $-1.42 | $-1.62 | $-0.95 | $-1.14 | $-2.67 | · | · | |
| EPS (Diluted) | $-0.37 | $-0.13 | $-1.42 | $-1.62 | $-0.95 | $-1.14 | $-2.67 | · | · | |
| Shares (Basic) | 240,402,000 | 227,365,000 | 212,681,000 | 185,907,000 | 173,438,000 | 138,722,000 | 115,118,000 | 53,268,000 | 10,248,000 | |
| Shares (Diluted) | 240,402,000 | 227,365,000 | 212,681,000 | 185,907,000 | 173,438,000 | 138,722,000 | 115,118,000 | 53,268,000 | 10,248,000 | |
| EBITDA | $73M | $23M | $-209M | $-261M | $-115M | $-81M | $-233M | $-154M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.45B | $803M | $665M | $348M | $396M | $247M | $203M | $221M | $104M | |
| Short-term Investments | · | · | · | · | · | · | $0 | $104M | $27M | |
| Receivables | $372M | $336M | $341M | $251M | $88M | $96M | $38M | $89M | $30M | |
| Inventory | $643M | $545M | $503M | $268M | $143M | $142M | $110M | $135M | $90M | |
| Prepaid Expense | $50M | $46M | $51M | $44M | $31M | $31M | $28M | $37M | $27M | |
| Current Assets | $3.73B | $2.04B | $1.69B | $1.06B | $806M | $619M | $473M | $664M | $420M | |
| PP&E (Net) | · | · | · | · | · | $601M | $607M | $717M | $498M | |
| PP&E (Gross) | · | · | · | · | · | · | $870M | $978M | $706M | |
| Accum. Depreciation | · | · | · | · | · | · | $263M | $261M | $208M | |
| Goodwill | · | · | · | · | $2M | $0 | · | · | · | |
| Other Non-current Assets | $57M | $46M | $50M | $40M | $41M | $35M | $42M | $43M | $37M | |
| Total Assets | $4.40B | $2.66B | $2.41B | $1.95B | $1.73B | $1.45B | $1.32B | $1.52B | $1.22B | |
| Accounts Payable | $203M | $93M | $132M | $162M | $73M | $58M | $56M | $67M | $49M | |
| Short-term Debt | $4M | $114M | · | · | · | · | · | · | · | |
| Current Liabilities | $624M | $637M | $470M | $542M | $342M | $436M | $574M | $257M | $271M | |
| Capital Leases | $107M | $125M | $142M | $132M | $106M | $42M | $0 | · | · | |
| Other Non-current Liabilities | $10M | $9M | $9M | $9M | $17M | $17M | $28M | $26M | $53M | |
| Total Liabilities | $3.60B | $2.07B | $1.89B | $1.57B | $1.52B | $1.31B | $1.49B | $1.48B | $1.72B | |
| Long-term Debt | $2.62B | $1.13B | $847M | $412M | $527M | $391M | $637M | $741M | $941M | |
| Total Debt | $2.62B | $1.24B | $847M | $412M | $527M | $391M | $637M | $741M | · | |
| Common Stock | $28.0K | $23.0K | $21.0K | $20.0K | $18.0K | $17.0K | $12.0K | $11.0K | $1.0K | |
| Paid-in Capital | $4.76B | $4.46B | $4.37B | $3.91B | $3.22B | $3.18B | $2.69B | $2.48B | $151M | |
| Retained Earnings | $-3.99B | $-3.90B | $-3.87B | $-3.56B | $-3.26B | $-3.10B | $-2.95B | $-2.62B | $-2.33B | |
| AOCI | $-369.0K | $-3M | $-2M | $-1M | $-350.0K | $-9.0K | $19.0K | $131.0K | $-162.0K | |
| Stockholders' Equity | $769M | $562M | $502M | $341M | $-44M | $79M | $-260M | $-143M | $-2.18B | |
| Liabilities + Equity | $4.40B | $2.66B | $2.41B | $1.95B | $1.73B | $1.45B | $1.32B | $1.52B | $1.22B | |
| Shares Outstanding | 280,045,459 | · | · | · | · | 168,002,726 | 121,036,289 | 109,421,183 | 10,353,269 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $108.0K | $-323.0K | $8.0K | $-435.0K | $-73.0K | $-237.0K | $12.0K | $-61.0K | $-10.0K | |
| Restructuring | · | $0 | $9M | · | · | · | · | · | · | |
| Operating Cash Flow | $114M | $92M | $-373M | $-192M | $-61M | $-99M | $164M | $-92M | $-92M | |
| CapEx | $57M | $59M | $84M | $117M | $50M | $38M | $51M | $45M | $61M | |
| Investing Cash Flow | $-93M | $-59M | $-84M | $-117M | $-47M | $-38M | $53M | $-125M | $-88M | |
| Debt Issued | · | · | · | · | · | · | $0 | $0 | $100M | |
| Net Debt Issued | · | · | · | · | · | · | $0 | $0 | · | |
| Stock Issued | $59M | $12M | $17M | $15M | $90M | $23M | $13M | $2M | $432.0K | |
| Net Stock Activity | $59M | $12M | $17M | $15M | $90M | $23M | $13M | $2M | · | |
| Dividends Paid | $947.0K | $1M | $0 | $0 | · | · | · | · | · | |
| Financing Cash Flow | $1.51B | $175M | $683M | $211M | $306M | $176M | $-120M | $317M | $143M | |
| Net Change in Cash | $1.53B | $206M | $227M | $-97M | $198M | $39M | $97M | $100M | $-37M | |
| Taxes Paid | $2M | $1M | $1M | · | · | · | · | · | · | |
| Free Cash Flow | $57M | $33M | $-456M | $-309M | $-110M | $-137M | $113M | $-73M | · | |
| Levered FCF | · | $-31M | $-565M | $-362M | $-180M | $-216M | $18M | $-159M | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.0% | 27.5% | 14.8% | 12.4% | 20.3% | 20.9% | 12.4% | 15.8% | · | |
| Operating Margin | 3.6% | 1.6% | -15.7% | -21.8% | -11.8% | -10.2% | -29.6% | -20.7% | · | |
| Net Margin | -4.3% | -1.8% | -22.7% | -26.3% | -16.9% | -19.8% | -38.8% | -32.6% | · | |
| Pretax Margin | -4.2% | -1.8% | -22.9% | -26.2% | -19.8% | -22.5% | -41.1% | -34.8% | · | |
| EBITDA Margin | 3.6% | 1.6% | -15.7% | -21.8% | -11.8% | -10.2% | -29.6% | -20.7% | · | |
| ROA | -2.5% | -1.1% | -13.9% | -17.2% | -10.3% | -11.2% | -22.7% | -16.6% | · | |
| ROE | -13.1% | -5.1% | -71.7% | -212.6% | -953.4% | 174.3% | 123.6% | 228.2% | · | |
| ROIC | 2.2% | 1.3% | -15.6% | -34.8% | -23.9% | -17.2% | -61.8% | -23.8% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 6.0 | 3.2 | 3.6 | 1.9 | 2.4 | 1.4 | 0.8 | 2.4 | · | |
| Quick Ratio | 4.5 | 1.8 | 2.1 | 1.1 | 1.4 | 0.8 | 0.4 | 1.5 | · | |
| Debt / Equity | 3.4 | 2.2 | 1.7 | 1.2 | -11.9 | 5.0 | -2.5 | -8.1 | · | |
| LT Debt / Equity | 3.4 | 1.8 | 1.7 | 1.1 | -11.3 | 3.4 | -1.2 | -7.8 | · | |
| Interest Coverage | · | 0.4 | -1.9 | -4.9 | -1.7 | -1.0 | -2.5 | -1.8 | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.6 | 0.6 | 0.5 | · | |
| Inventory Turnover | 0.0 | 0.0 | 0.1 | 0.1 | 5.4 | 5.0 | 5.7 | 4.6 | · | |
| Receivables Turnover | 5.7 | 4.4 | 4.5 | 7.1 | 10.6 | 11.6 | 24.5 | 11.4 | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | $0.47 | $-2.14 | · | · | |
| Revenue / Share | $8.42 | $6.48 | $6.27 | $6.45 | $5.61 | · | · | $13.93 | · | |
| Cash Flow / Share | $0.47 | $0.40 | $-1.75 | $-1.03 | $-0.35 | · | · | $-1.10 | · | |
| Cash / Share | · | · | · | · | · | $1.47 | $1.68 | · | · | |
| EPS (TTM) | $-0.37 | $-0.13 | $-1.42 | $-1.62 | $-0.95 | $-1.14 | $-2.67 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 37.3% | 10.5% | 11.2% | 23.3% | 22.4% | · | · | · | · | |
| Revenue CAGR 3Y | 19.1% | 14.9% | 18.9% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 20.6% | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.02B | $1.47B | $1.33B | $1.20B | $972M | $794M | $785M | $633M | · | |
| Net Income TTM | $-87M | $-27M | $-308M | $-315M | $-193M | $-179M | $-304M | $-274M | · | |
| Market Cap | · | · | · | · | · | $4.81B | $904M | $0 | · | |
| Enterprise Value | · | · | · | · | · | $4.96B | $1.34B | $416M | · | |
| P/E | -234.8 | -170.8 | -10.4 | -11.8 | -23.1 | -25.1 | -2.8 | · | · | |
| P/S | · | · | · | · | · | 6.1 | 1.2 | 0.0 | · | |
| P/B | · | · | · | · | · | 61.1 | -3.5 | · | · | |
| P / Tangible Book | · | · | · | · | · | 61.1 | · | · | · | |
| P / Cash Flow | · | · | · | · | · | -48.7 | 5.5 | 0.0 | · | |
| P / FCF | · | · | · | · | · | -35.2 | 8.0 | 0.0 | · | |
| EV / EBITDA | · | · | · | · | · | -61.4 | -5.7 | -2.7 | · | |
| EV / FCF | · | · | · | · | · | -36.3 | 11.9 | -5.7 | · | |
| EV / Revenue | · | · | · | · | · | 6.2 | 1.7 | 0.7 | · | |
| Earnings Yield | -0.43% | -0.59% | -9.6% | -8.5% | -4.3% | -4.0% | -35.7% | · | · | |
| Payout Ratio | -1.1% | -5.4% | · | · | · | · | · | · | · | |
| Annual Payout | $947.0K | $1M | $0 | $0 | · | · | · | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.07B | $751M | $778M | $519M | $401M | $326M | $572M | $330M | $336M | $235M | $357M | $400M | $301M | $275M | $463M | $292M | |
| Cost of Revenue | $5M | $8M | $1M | $2M | $3M | $12M | $2M | $2M | $2M | $15M | $2M | $4M | $4M | $16M | $-648M | $241M | |
| Gross Profit | $356M | $226M | $240M | $152M | $107M | $89M | $219M | $79M | $69M | $38M | $92M | $-5M | $56M | $54M | $71M | $51M | |
| R&D Expense | $59M | $57M | $56M | $49M | $41M | $41M | $39M | $36M | $37M | $35M | $34M | $35M | $41M | $46M | $38M | $36M | |
| SG&A Expense | $71M | $58M | $55M | $53M | $46M | $45M | $53M | $37M | $36M | $38M | $30M | $43M | $42M | $45M | $48M | $44M | |
| Operating Expenses | $173M | $153M | $152M | $144M | $111M | $108M | $115M | $88M | $92M | $87M | $79M | $98M | $111M | $118M | $112M | $104M | |
| Operating Income | $182M | $72M | $88M | $8M | $-4M | $-19M | $105M | $-10M | $-23M | $-49M | $13M | $-104M | $-54M | $-64M | $-41M | $-53M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | $-68M | $14M | $12M | $12M | $13M | |
| Other Non-op | $2M | $6M | $-908.0K | $-1M | $2M | $2M | $12M | $6M | $-985.0K | $-1M | $867.0K | $-2M | $-740.0K | $-1M | $5M | $4M | |
| Pretax Income | $200M | $74M | $2M | $-23M | $-41M | $-23M | $106M | $-15M | $-60M | $-57M | $5M | $-167M | $-69M | $-75M | $-51M | $-60M | |
| Income Tax | $1M | $445.0K | $952.0K | $336.0K | $1M | $431.0K | $382.0K | $109.0K | $856.0K | $-501.0K | $811.0K | $646.0K | $178.0K | $259.0K | $209.0K | $336.0K | |
| Net Income | $199M | $74M | $1M | $-23M | $-42M | $-23M | $105M | $-15M | $-61M | $-57M | $4M | $-168M | $-69M | $-75M | $-51M | $-60M | |
| EPS (Basic) | $0.68 | $0.25 | $99.91 | $-100.00 | $-0.18 | $-0.10 | $60.39 | $-60.00 | $-0.27 | $-0.25 | $0.05 | $-0.80 | $-0.32 | $-0.35 | $-0.20 | $-0.31 | |
| EPS (Diluted) | $0.62 | $0.23 | $99.91 | $-100.00 | $-0.18 | $-0.10 | $60.39 | $-60.00 | $-0.27 | $-0.25 | $0.05 | $-0.80 | $-0.32 | $-0.35 | $-0.20 | $-0.31 | |
| Shares (Basic) | 287,288,000 | 281,719,000 | · | 234,931,000 | 232,542,000 | 230,210,000 | · | 227,957,000 | 227,167,000 | 225,587,000 | · | 210,930,000 | 208,692,000 | 206,724,000 | · | 186,487,000 | |
| Shares (Diluted) | 323,331,000 | 319,708,000 | · | 234,931,000 | 232,542,000 | 230,210,000 | · | 227,957,000 | 227,167,000 | 225,587,000 | · | 210,930,000 | 208,692,000 | 206,724,000 | · | 186,487,000 | |
| EBITDA | $182M | $72M | · | $8M | $-4M | $-19M | · | $-10M | $-23M | $-49M | · | $-104M | $-54M | $-64M | · | $-53M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.67B | $2.49B | $2.45B | $595M | $575M | $795M | $803M | $496M | $582M | $516M | · | $557M | $767M | $320M | · | $492M | |
| Receivables | $458M | $359M | $372M | $412M | $467M | $334M | $336M | $591M | $524M | $348M | · | $334M | $351M | $330M | · | $71M | |
| Inventory | $758M | $733M | $643M | $705M | $690M | $613M | $545M | $584M | $520M | $526M | · | $476M | $468M | $398M | · | $255M | |
| Prepaid Expense | $182M | $104M | $50M | $45M | $40M | $51M | $46M | $48M | $40M | $48M | · | $66M | $50M | $56M | · | $46M | |
| Current Assets | $4.59B | $3.95B | $3.73B | $2.05B | $1.93B | $2.01B | $2.04B | $1.90B | $1.83B | $1.58B | · | $1.68B | $1.78B | $1.24B | · | $964M | |
| Other Non-current Assets | $154M | $83M | $57M | $44M | $45M | $44M | $46M | $50M | $54M | $52M | · | $33M | $43M | $47M | · | $38M | |
| Total Assets | $5.63B | $4.66B | $4.40B | $2.64B | $2.53B | $2.61B | $2.66B | $2.60B | $2.55B | $2.29B | · | $2.38B | $2.72B | $2.19B | · | $1.90B | |
| Accounts Payable | $310M | $242M | $203M | $167M | $145M | $145M | $93M | $124M | $104M | $94M | · | $154M | $195M | $130M | · | $120M | |
| Short-term Debt | $7M | $4M | $4M | $1M | $4M | $115M | $114M | $114M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $1.12B | $787M | $624M | $466M | $387M | $584M | $637M | $567M | $393M | $355M | · | $462M | $829M | $772M | · | $393M | |
| Capital Leases | $103M | $107M | $107M | $112M | $117M | $119M | $125M | $135M | $137M | $141M | · | $134M | $138M | $135M | · | $122M | |
| Other Non-current Liabilities | $9M | $9M | $10M | $10M | $9M | $9M | $9M | $9M | $8M | $9M | · | $9M | $9M | $8M | · | $9M | |
| Total Liabilities | $3.99B | $3.72B | $3.60B | $1.96B | $1.91B | $2.01B | $2.07B | $2.15B | $2.10B | $1.80B | · | $1.87B | $2.37B | $1.76B | · | $1.49B | |
| Long-term Debt | $2.48B | $2.60B | $2.62B | $1.13B | $1.13B | $1.13B | $1.13B | $1.13B | $1.13B | $848M | · | $842M | $958M | $402M | · | $483M | |
| Total Debt | $2.49B | $2.61B | · | $1.13B | $1.14B | $1.25B | · | $1.24B | $1.13B | $848M | · | $842M | $958M | $402M | · | $483M | |
| Common Stock | $29.0K | $28.0K | $28.0K | $24.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $21.0K | · | $21.0K | $20.0K | $20.0K | · | $19.0K | |
| Paid-in Capital | $5.33B | $4.84B | $4.76B | $4.64B | $4.56B | $4.50B | $4.46B | $4.44B | $4.41B | $4.39B | · | $4.36B | $4.01B | $4.04B | · | $3.69B | |
| Retained Earnings | $-3.72B | $-3.92B | $-3.99B | $-3.99B | $-3.96B | $-3.92B | $-3.90B | $-4.00B | $-3.99B | $-3.93B | · | $-3.87B | $-3.70B | $-3.64B | · | $-3.52B | |
| AOCI | $347.0K | $3M | $-369.0K | $-1M | $-806.0K | $-2M | $-3M | $-2M | $-2M | $-2M | · | $-2M | $-2M | $-1M | · | $-2M | |
| Stockholders' Equity | $1.61B | $921M | $769M | $653M | $595M | $578M | $562M | $431M | $423M | $466M | · | $487M | $308M | $399M | · | $173M | |
| Liabilities + Equity | $5.63B | $4.66B | $4.40B | $2.64B | $2.53B | $2.61B | $2.66B | $2.60B | $2.55B | $2.29B | · | $2.38B | $2.72B | $2.19B | · | $1.90B | |
| Shares Outstanding | 293,354,001 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Restructuring | · | · | · | · | · | · | · | · | · | · | · | $2M | · | · | · | · | |
| Operating Cash Flow | $226M | $74M | $418M | $20M | $-213M | $-111M | $484M | $-69M | $-175M | $-147M | $122M | $-133M | $-46M | $-315M | $-23M | $-70M | |
| CapEx | $52M | $26M | $23M | $12M | $7M | $14M | $11M | $14M | $12M | $21M | $16M | $21M | $20M | $27M | $36M | $36M | |
| Investing Cash Flow | $-55M | $-46M | $-35M | $-37M | $-7M | $-14M | $-11M | $-14M | $-12M | $-21M | $-16M | $-21M | $-20M | $-27M | $-36M | $-36M | |
| Stock Issued | $7M | $16M | $9M | $42M | $30.0K | $8M | $1M | $4M | $159.0K | $7M | $942.0K | $7M | $733.0K | $9M | $129.0K | $9M | |
| Net Stock Activity | · | $16M | · | · | · | $8M | · | · | · | $7M | · | · | · | $9M | · | · | |
| Dividends Paid | · | · | $0 | $0 | · | · | $0 | $0 | · | · | $0 | $0 | · | · | · | · | |
| Financing Cash Flow | $1M | $7M | $1.47B | $39M | $-7M | $5M | $-69M | $-6M | $243M | $7M | $1M | $-130M | $505M | $306M | $-94M | $362M | |
| Net Change in Cash | $170M | $37M | $1.85B | $21M | $-225M | $-120M | $402M | $-89M | $55M | $-162M | $107M | $-285M | $439M | $-35M | $-151M | $255M | |
| Free Cash Flow | · | $47M | · | · | · | $-125M | · | · | · | $-169M | · | · | · | $-341M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | $-353M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 33.4% | 30.0% | · | 29.2% | 26.7% | 27.2% | · | 23.8% | 20.4% | 16.2% | · | -1.3% | 18.7% | 19.7% | · | 17.4% | |
| Operating Margin | 17.1% | 9.6% | · | 1.5% | -0.87% | -5.9% | · | -2.9% | -6.9% | -20.8% | · | -25.9% | -18.1% | -23.1% | · | -18.0% | |
| Net Margin | 18.7% | 9.8% | · | -4.4% | -10.5% | -7.2% | · | -4.4% | -18.2% | -24.0% | · | -42.0% | -22.9% | -27.2% | · | -19.5% | |
| Pretax Margin | 18.8% | 9.9% | · | -4.4% | -10.3% | -7.0% | · | -4.4% | -18.0% | -24.2% | · | -41.8% | -22.9% | -27.1% | · | -20.5% | |
| EBITDA Margin | 17.1% | 9.6% | · | 1.5% | -0.87% | -5.9% | · | -2.9% | -6.9% | -20.8% | · | -25.9% | -18.1% | -23.1% | · | -18.0% | |
| ROA | 4.9% | 2.0% | · | -0.88% | -1.7% | -0.96% | · | -0.59% | -2.3% | -2.5% | · | -7.9% | -3.2% | -3.9% | · | -3.4% | |
| ROE | 18.0% | 9.8% | · | -4.2% | -8.3% | -4.5% | · | -3.2% | -16.7% | -13.1% | · | -51.0% | -105.6% | -48.6% | · | -90.6% | |
| ROIC | 4.4% | 2.0% | · | 0.45% | -0.21% | -1.1% | · | -0.58% | -1.5% | -3.7% | · | -7.8% | -4.3% | -8.0% | · | -8.1% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.1 | 5.0 | · | 4.4 | 5.0 | 3.4 | · | 3.4 | 4.7 | 4.5 | · | 3.6 | 2.1 | 1.6 | · | 2.5 | |
| Quick Ratio | 2.8 | 3.6 | · | 2.2 | 2.7 | 1.9 | · | 1.9 | 2.8 | 2.4 | · | 1.9 | 1.3 | 0.8 | · | 1.4 | |
| Debt / Equity | 1.5 | 2.8 | · | 1.7 | 1.9 | 2.2 | · | 2.9 | 2.7 | 1.8 | · | 1.7 | 3.1 | 1.0 | · | 2.8 | |
| LT Debt / Equity | 1.5 | 2.8 | · | 1.7 | 1.9 | 1.8 | · | 2.4 | 2.7 | 1.8 | · | 1.7 | 3.1 | 0.9 | · | 2.6 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | 1.5 | -3.9 | -5.4 | · | -4.0 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.1 | 0.1 | · | 0.2 | |
| Inventory Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 1.1 | 0.7 | 0.8 | · | 1.1 | |
| Receivables Turnover | 2.3 | 2.2 | · | 1.0 | 0.8 | 1.0 | · | 0.7 | 0.8 | 0.7 | · | 2.0 | 1.4 | 1.2 | · | 4.4 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.50 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Revenue / Share | $3.29 | $2.35 | · | $2.21 | $1.73 | $1.42 | · | $1.45 | $1.48 | $1.04 | · | $1.90 | $1.44 | $1.33 | · | $1.57 | |
| Cash Flow / Share | · | $0.23 | · | · | · | $-0.48 | · | · | · | $-0.65 | · | · | · | $-1.52 | · | · | |
| Cash / Share | $9.09 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $0.76 | $-0.04 | · | $-39.89 | $0.11 | $0.02 | · | $-60.47 | $-1.27 | $-1.32 | · | $-1.67 | $-1.18 | $-1.53 | · | $-1.61 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.11B | $2.45B | · | $1.82B | $1.63B | $1.56B | · | $1.26B | $1.33B | $1.29B | · | $1.44B | $1.33B | $1.27B | · | $1.08B | |
| Net Income TTM | $251M | $10M | · | $17M | $25M | $6M | · | $-128M | $-282M | $-290M | · | $-363M | $-255M | $-307M | · | · | |
| Market Cap | $88.80B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Enterprise Value | $88.62B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 398.3 | -3387.2 | · | -2.1 | 217.5 | 983.0 | · | -0.2 | -9.6 | -8.5 | · | -7.9 | -13.9 | -13.0 | · | -12.4 | |
| P/S | 28.5 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/B | 55.1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 55.1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 28.5 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 0.25% | -0.03% | · | -47.2% | 0.46% | 0.10% | · | -572.6% | -10.4% | -11.7% | · | -12.6% | -7.2% | -7.7% | · | -8.1% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $2.02B | $1.47B | $1.33B | $1.20B | $972M |
| Gross Margin % | 29.0% | 27.5% | 14.8% | 12.4% | 20.3% |
| Operating Margin % | 3.6% | 1.6% | -15.7% | -21.8% | -11.8% |
| Net Income | $-87M | $-27M | $-308M | $-315M | $-193M |
| Diluted EPS | $-0.37 | $-0.13 | $-1.42 | $-1.62 | $-0.95 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | 3.4 | 2.2 | 1.7 | 1.2 | -11.9 |
| Current Ratio | 6.0 | 3.2 | 3.6 | 1.9 | 2.4 |
| Quick Ratio | 4.5 | 1.8 | 2.1 | 1.1 | 1.4 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $57M | $33M | $-456M | $-309M | $-110M |
Institutional owners (13F) 1,407 filers · $89.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
1,407
Value held
$89.3B
New positions
408
Exited positions
75
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 408 (+93 vs prior Q) | 75 (-15 vs prior Q) | 433 (+84 vs prior Q) | 410 (+112 vs prior Q) | +25.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $5,582,495,143 | 18,442,336 | 6.25% | Shares |
| AMERIPRISE FINANCIAL INC | $5,487,903,681 | 18,134,575 | 6.14% | Shares |
| GOLDMAN SACHS GROUP INC | $4,222,862,626 | 13,950,652 | 4.73% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3,798,764,828 | 12,549,603 | 4.25% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $3,657,356,707 | 12,082,447 | 4.09% | Shares |
| GOLDMAN SACHS GROUP INC | $3,072,465,540 | 10,150,200 | 3.44% | Put option |
| JANE STREET GROUP, LLC | $2,688,127,350 | 8,880,500 | 3.01% | Put option |
| JANE STREET GROUP, LLC | $2,551,972,890 | 8,430,700 | 2.86% | Call option |
| JPMORGAN CHASE & CO | $2,223,702,145 | 8,085,893 | 2.49% | Shares |
| MORGAN STANLEY | $2,213,771,327 | 7,313,415 | 2.48% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,120,231,880 | 7,004,400 | 2.37% | Call option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,977,266,670 | 6,532,100 | 2.21% | Put option |
| STATE STREET CORP | $1,911,533,653 | 6,315,431 | 2.14% | Shares |
| Situational Awareness LP | $1,898,778,982 | 6,272,808 | 2.13% | Shares |
| VANGUARD GROUP INC | $1,811,958,617 | 20,853,477 | 2.03% | Shares |
| Value Aligned Research Advisors, LLC | $1,690,633,683 | 5,585,179 | 1.89% | Shares |
| CITADEL ADVISORS LLC | $1,492,068,840 | 4,929,200 | 1.67% | Put option |
| CITADEL ADVISORS LLC | $1,317,289,860 | 4,351,800 | 1.47% | Call option |
| Graticule Asia Macro Advisors LLC | $1,273,611,764 | 4,207,505 | 1.43% | Shares |
| JANE STREET GROUP, LLC | $1,261,791,025 | 4,168,454 | 1.41% | Shares |
| D. E. Shaw & Co., Inc. | $1,258,715,897 | 4,158,295 | 1.41% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $1,154,779,771 | 3,793,446 | 1.29% | Shares |
| NORGES BANK | $998,014,613 | 3,297,042 | 1.12% | Shares |
| SANDS CAPITAL MANAGEMENT, LLC | $885,869,107 | 2,926,558 | 0.99% | Shares |
| Situational Awareness Partners LP | $878,707,930 | 6,485,408 | 0.98% | Shares |
| JENNISON ASSOCIATES LLC | $773,250,774 | 2,554,512 | 0.87% | Shares |
| MILLENNIUM MANAGEMENT LLC | $763,548,945 | 2,522,461 | 0.85% | Shares |
| Capital World Investors | $709,455,547 | 2,343,758 | 0.79% | Shares |
| FRANKLIN RESOURCES INC | $636,777,160 | 2,103,658 | 0.71% | Shares |
| D. E. Shaw & Co., Inc. | $614,602,080 | 2,030,400 | 0.69% | Put option |
| TWO SIGMA INVESTMENTS, LP | $610,404,236 | 2,016,532 | 0.68% | Shares |
| WELLS FARGO & COMPANY/MN | $606,657,883 | 2,004,156 | 0.68% | Shares |
| FMR LLC | $597,822,311 | 1,974,966 | 0.67% | Shares |
| UBS Group AG | $576,714,333 | 1,905,234 | 0.65% | Shares |
| BANK OF AMERICA CORP /DE/ | $550,300,940 | 1,817,975 | 0.62% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $514,336,943 | 1,699,164 | 0.58% | Shares |
| WELLS FARGO & COMPANY/MN | $511,563,000 | 1,690,000 | 0.57% | Put option |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $501,080,802 | 1,655,371 | 0.56% | Shares |
| MARSHALL WACE, LLP | $490,053,203 | 1,618,954 | 0.55% | Shares |
| Whale Rock Capital Management LLC | $486,833,924 | 1,608,305 | 0.54% | Shares |
| NORTHERN TRUST CORP | $484,079,051 | 1,599,204 | 0.54% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $453,336,839 | 1,497,644 | 0.51% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $448,038,162 | 1,480,139 | 0.50% | Shares |
| Qube Research & Technologies Ltd | $445,616,778 | 1,472,140 | 0.50% | Shares |
| California Public Employees Retirement System | $414,762,870 | 1,370,211 | 0.46% | Shares |
| Hood River Capital Management LLC | $407,395,757 | 1,345,873 | 0.46% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $406,464,652 | 1,342,797 | 0.45% | Shares |
| Invesco Ltd. | $397,330,090 | 1,312,620 | 0.44% | Shares |
| Elemental Capital Partners LLC | $306,757,996 | 1,013,406 | 0.34% | Shares |
| Walleye Trading LLC | $305,878,350 | 1,010,500 | 0.34% | Put option |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| SK ecoplant Co., Ltd., Econovation, LLC, Blooming Green Energy Limited ×9 filings | Aug. 20, 2025 | 4.70% | Amendment | · | SEC |
| Nov. 23, 2021 | · | Initial filing | · | SEC | |
| New Enterprise Associates 10, Limited Partnership, NEA Partners 10, Limited Partnership, Scott D. Sandell | Aug. 24, 2020 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 35 insiders · 18 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Kr Sridhar | Chairman & CEO | Sept. 1, 2026 M | 2,291,508 | 0 | 1 | $-34,000,000 |
| Simon Stephen Edwards | Chief Financial Officer | Aug. 27, 2026 A | 25,000 | 0 | 0 | $0 |
| Daniel Berenbaum | Chief Financial Officer | May 6, 2024 A | 300,000 | 0 | 0 | $0 |
| Gregory D Cameron | President and Chief Financial Officer | March 15, 2023 M | 299,109 | 0 | 0 | $0 |
| Randy W Furr | EVP and CFO | Feb. 18, 2020 S | 303,869 | 0 | 0 | $0 |
| Susan Seilheimer Brennan | EVP & COO | June 17, 2021 S | 204,771 | 0 | 0 | $0 |
| Aman Joshi | Chief Commercial Officer | Oct. 1, 2026 S | 147,092 | 0 | 12 | $-18,052,690 |
| Maciej Kurzymski | Chief Accounting Officer | Sept. 16, 2026 S | 77,391 | 0 | 6 | $-6,450,356 |
| Satish Chitoori | Chief Operations Officer | Sept. 16, 2026 S | 202,494 | 0 | 10 | $-10,180,472 |
| Shawn Marie Soderberg | Chief Legal Officer and Corporate Secretary | Sept. 16, 2026 S | 126,500 | 0 | 18 | $-48,432,366 |
| Guillermo Brooks | EVP, Sales - Americas | Jan. 15, 2024 M | 150,638 | 0 | 0 | $0 |
| Sharelynn Faye Moore | EVP, Chief Business Development and Marketing Officer | Aug. 17, 2023 S | 168,361 | 0 | 0 | $0 |
| Glen Griffiths | EVP Quality, Reliability &EH&S | March 31, 2023 A | 405,875 | 0 | 0 | $0 |
| Swaminathan Venkataraman | EVP of Engineering & CTO | March 15, 2022 M | 127,625 | 0 | 0 | $0 |
| Christopher White | EVP Global Sales | Feb. 15, 2021 M | 247,343 | 0 | 0 | $0 |
| Hari Pillai | EVP of CIG | Dec. 28, 2020 M | 54,710 | 0 | 0 | $0 |
| Matthew Peter Ross | EVP and CMO | July 16, 2019 A | 99,500 | 0 | 0 | $0 |
| William Thayer | Executive Vice President, Sale | June 10, 2019 C | 168,334 | 0 | 0 | $0 |
| Cynthia J Warner | Director | Sept. 30, 2026 A | 34,978 | 0 | 0 | $0 |
| Jeffrey R Immelt | Director | Sept. 30, 2026 A | 201,324 | 0 | 1 | $-7,167,300 |
| Gary S Pinkus | Director | May 21, 2026 A | 15,089 | 0 | 1 | $-207,250 |
| Barbara J Burger | Director | May 21, 2026 A | 38,940 | 0 | 0 | $0 |
| Jim H. Snabe | Director | May 21, 2026 A | 1,463 | 0 | 1 | $-2,860,800 |
| Eddy Zervigon | Director | May 21, 2026 A | 72,101 | 0 | 1 | $-2,825,600 |
| Michael J Boskin | Director | May 21, 2026 A | 102,898 | 0 | 0 | $0 |
| Mary K Bush | Director | May 21, 2026 A | 106,087 | 0 | 2 | $-11,815,520 |
| Scott D. Sandell | Director | March 31, 2022 A | 55,751 | 0 | 0 | $0 |
| Colin Powell | Director | May 13, 2021 G | 545,846 | 0 | 0 | $0 |
| DOERR L JOHN | Director | Aug. 27, 2020 J | 8,769 | 0 | 0 | $0 |
| Kelly Ayotte | Director | Feb. 8, 2019 C | 4,445 | 0 | 0 | $0 |
| SK ecoplant Co., Ltd. | 10% owner | July 10, 2025 S | 0 | 0 | 0 | $0 |
| Canada Pension Plan Investment Board | 10% owner | Oct. 1, 2020 S | 0 | 0 | 0 | $0 |
| Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp | 10% owner | March 14, 2019 S | 5,360,549 | 0 | 0 | $0 |
| MORGAN STANLEY | 10% owner | Nov. 26, 2018 P | 1,638 | 0 | 0 | $0 |
| John T Chambers | · | Aug. 13, 2026 S | 208,333 | 0 | 3 | $-23,206,650 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 82 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| ICLN · iShares Trust | 8.65% | 717,020 SH | Sept. 11, 2026 | Daily |
| IBAT · iShares Trust | 8.62% | 22,989 SH | Sept. 11, 2026 | Daily |
| VCLN · Virtus ETF Trust II | 6.86% | 1,828 NS | July 31, 2026 | N-PORT |
| PWRD · TCW ETF Trust | 3.44% | 242,985 NS | July 31, 2026 | N-PORT |
| UPGD · Invesco Exchange-Traded Fund Trust | 2.81% | 11,599 SH | Oct. 2, 2026 | Daily |
| MADE · iShares Trust | 2.31% | 5,303 SH | Sept. 11, 2026 | Daily |
| VOT · VANGUARD INDEX FUNDS | 1.79% | 2,069,814 SH | Aug. 19, 2026 | Daily |
| RPG · Invesco Exchange-Traded Fund Trust | 1.75% | 122,622 SH | Oct. 2, 2026 | Daily |
| MGNR · AMERICAN BEACON SELECT FUNDS | 1.66% | 68,001 NS | July 31, 2026 | N-PORT |
| PBW · Invesco Exchange-Traded Fund Trust | 1.54% | 18,635 SH | Oct. 2, 2026 | Daily |
| ARTY · iShares Trust | 1.45% | 225,979 SH | Sept. 11, 2026 | Daily |
| RSPN · Invesco Exchange-Traded Fund Trust | 1.27% | 33,609 SH | Oct. 2, 2026 | Daily |
| PBD · Invesco Exchange-Traded Fund Trust … | 1.20% | 4,982 SH | Oct. 2, 2026 | Daily |
| SPIT · RBB Fund, Inc. | 1.15% | 1,865 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 1.09% | 327,845 SH | Aug. 19, 2026 | Daily |
| IMCG · iShares Trust | 0.95% | 147,395 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.89% | 3,003,045 SH | Aug. 19, 2026 | Daily |
| IYJ · iShares Trust | 0.87% | 63,772 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.79% | 88,519 NS | July 31, 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0.79% | 5,856,039 SH | Aug. 19, 2026 | Daily |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.76% | 27,452 NS | July 31, 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0.66% | 42,455 NS | July 31, 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0.62% | 1,263 NS | July 31, 2026 | N-PORT |
| AIFD · TCW ETF Trust | 0.62% | 3,770 NS | July 31, 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0.50% | 6,031 NS | July 31, 2026 | N-PORT |
| IMCB · iShares Trust | 0.48% | 31,179 SH | Sept. 11, 2026 | Daily |
| MTUM · iShares Trust | 0.47% | 443,138 SH | Sept. 11, 2026 | Daily |
| FDMO · FIDELITY COVINGTON TRUST | 0.33% | 14,561 NS | July 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.33% | 9,225 NS | July 31, 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0.31% | 37,816 NS | July 31, 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.31% | 23,276 NS | July 31, 2026 | N-PORT |
| USXF · iShares Trust | 0.28% | 16,022 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.25% | 18,883 SH | Sept. 11, 2026 | Daily |
| CCNR · Financial Investors Trust | 0.25% | 5,236 NS | July 31, 2026 | N-PORT |
| IWY · iShares Trust | 0.24% | 147,490 SH | Sept. 11, 2026 | Daily |
| VUG · VANGUARD INDEX FUNDS | 0.24% | 3,040,799 SH | Aug. 19, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.24% | 424,895 SH | Aug. 19, 2026 | Daily |
| VFMO · VANGUARD WELLINGTON FUND | 0.23% | 15,479 SH | Aug. 19, 2026 | Daily |
| ILCG · iShares Trust | 0.22% | 25,947 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.21% | 724,773 SH | Oct. 2, 2026 | Daily |
| IWF · iShares Trust | 0.21% | 1,008,874 SH | Sept. 11, 2026 | Daily |
| SIZE · iShares Trust | 0.18% | 3,003 SH | Sept. 11, 2026 | Daily |
| ESUM · Strategy Shares | 0.16% | 1,441 NS | July 31, 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0.14% | 47,498 NS | July 31, 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.14% | 60,791 SH | Aug. 19, 2026 | Daily |
| VV · VANGUARD INDEX FUNDS | 0.13% | 315,590 SH | Aug. 19, 2026 | Daily |
| ESGU · iShares Trust | 0.13% | 88,332 SH | Sept. 11, 2026 | Daily |
| EGUS · iShares Trust | 0.13% | 136 SH | Sept. 11, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.13% | 1,751 SH | Oct. 2, 2026 | Daily |
| IWL · iShares Trust | 0.12% | 10,399 SH | Sept. 11, 2026 | Daily |
| ESLG · Strategy Shares | 0.12% | 137 NS | July 31, 2026 | N-PORT |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.12% | 44,420 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.12% | 11,427 SH | Oct. 2, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.11% | 46,809 SH | Oct. 2, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.11% | 8,580,107 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.11% | 22,598 SH | Aug. 19, 2026 | Daily |
| PHDG · Invesco Actively Managed Exchange-T… | 0.10% | 232 SH | Oct. 2, 2026 | Daily |
| ILCB · iShares Trust | 0.10% | 5,160 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.10% | 186,476 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.09% | 73,743 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.09% | 339,515 SH | Sept. 11, 2026 | Daily |
| DYNF · BlackRock ETF Trust | 0.09% | 140,063 SH | Sept. 11, 2026 | Daily |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.09% | 36,739 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.08% | 4,505 NS | July 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.08% | 22,387 NS | July 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.08% | 754 SH | Sept. 11, 2026 | Daily |
| XT · iShares Trust | 0.08% | 12,278 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.08% | 82,989 NS | July 31, 2026 | N-PORT |
| TOV · EA Series Trust | 0.08% | 1,028 NS | July 31, 2026 | N-PORT |
| CRBN · iShares Trust | 0.08% | 3,609 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.08% | 24,193 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.07% | 224,393 SH | Aug. 19, 2026 | Daily |
| GARP · iShares Trust | 0.07% | 8,145 SH | Sept. 11, 2026 | Daily |
| ACWI · iShares Trust | 0.07% | 85,985 SH | Sept. 11, 2026 | Daily |
| FBUF · Fidelity Greenwood Street Trust | 0.06% | 73 NS | July 31, 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0.06% | 635 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.06% | 9,193 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.06% | 5,846 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.05% | 119,613 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.05% | 30,642 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.05% | 1,359 SH | Oct. 2, 2026 | Daily |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.02% | 5,759 SH | Oct. 2, 2026 | Daily |
BE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 39 analysts
BUY
Median target
$303.00
+4.8%
7 17.9%
Strong Buy
17 43.6%
Buy
14 35.9%
Hold
1 2.6%
Sell
0 0.0%
Strong Sell
12-Month Price Target
26 analysts · 2026-10-03Mean target $282.82 -2.2%
Now
Current price $289.15
Low$97.00
Mean$282.82
High$390.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BE | · | -234.8 | 37.3% | -4.3% | -13.1% | 29.0% |
| GEV | $176.16B | 36.9 | 9.0% | 12.8% | 47.1% | 19.8% |
| FPS | · | · | 88.5% | 5.8% | 29.0% | 35.0% |
| XE | · | · | · | · | · | · |
| SMR | · | -6.5 | -15.0% | -1130.3% | -39.8% | 36.3% |
| EROC | · | · | · | · | · | · |
| PSIX | · | 11.6 | 51.8% | · | · | · |
| BW | $827M | -13.2 | 1.1% | -6.2% | 17.4% | · |
| NNE | $1.61B | -36.4 | · | · | -22.6% | · |
| NRGV | $779M | -7.1 | 340.9% | -50.9% | -131.3% | 23.6% |
| NPWR | · | -0.3 | · | · | -134.6% | · |
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Source: SEC 10-Q/A filed Jul 29, 2026