En esta página
01BE precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
BE Clase A Bloom Energy Corporation Class A Common Stock
NYSE · Electrical Equipment · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 29, 2026
$289,15
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$75,70mínimo 52 semanas
$351,28máximo 52 semanas
Capitalización Bursátil (MRQ)
$84.82B
P/E (TTM)
380.5
BPA (TTM)
$0.76
Ingresos (TTM)
$3.11B
tus insignias
Rango 52S
$76–$351
Calificación del Analista
BUY
Precio Objetivo
$283
P/E
380.5
ROE
22.8%
Margen de Beneficio Neto
8.1%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
BE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$289.15
Capitalización Bursátil (MRQ)
$84.82B
P/E (TTM)
380.5
BPA (TTM)
$0.76
Ingresos (TTM)
$3.11B
ROE (TTM)
22.8%
Deuda/Capital (MRQ)
1.5
Rango 52S
$76–$351
BE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$2.02B2019-12-31 → 2025-12-31
BPA$-0.372019-12-31 → 2025-12-31
Flujo de caja libre$57M2019-12-31 → 2025-12-31
Margen neto8.1%2019-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | BE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 380.5promedio 5A ≈-90.2 | ≈-90.2 | · | · | |
| P/S (TTM) | 27.2 | · | 3.8 | Sobrevalorado | |
| P/C (MRQ) | 52.6 | · | 26.2 | Sobrevalorado | |
| Precio / FCF (TTM) | 135.8 | · | · | · | |
| Precio / Flujo de Caja (TTM) | 115.0 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | BE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 31.2%promedio 5A ≈20.8% | ≈20.8% | 30.0% | De primer nivel | |
| Margen Operativo (TTM) | 11.2%promedio 5A ≈-8.8% | ≈-8.8% | -71.4% | De primer nivel | |
| EBITDA Margin (Margen EBITDA) | 3.6%promedio 5A ≈-8.8% | ≈-8.8% | -65.3% | De primer nivel | |
| Margen antes de impuestos (TTM) | 8.2%promedio 5A ≈-15.0% | ≈-15.0% | -13.4% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 8.1%promedio 5A ≈-14.4% | ≈-14.4% | -72.1% | De primer nivel | |
| ROA (TTM) | 6.2%promedio 5A ≈-9.0% | ≈-9.0% | -5.2% | De primer nivel | |
| ROE (TTM) | 22.8%promedio 5A ≈-251.2% | ≈-251.2% | -13.1% | En línea | |
| ROIC | 2.2%promedio 5A ≈-14.1% | ≈-14.1% | -9.4% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | BE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 1.5promedio 5A ≈-0.7 | ≈-0.7 | 1.0 | Deuda alta | |
| Ratio corriente (MRQ) | 4.1promedio 5A ≈3.4 | ≈3.4 | 3.3 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 4.5promedio 5A ≈2.2 | ≈2.2 | 2.0 | Liquidez sólida | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 1.5promedio 5A ≈-0.7 | ≈-0.7 | 1.3 | Deuda alta |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | BE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 37.3%promedio 5A ≈21.0% | ≈21.0% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 19.1%promedio 5A ≈17.6% | ≈17.6% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 20.6% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | BE | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.6promedio 5A ≈0.6 | ≈0.6 | 0.7 | Débil | |
| Inventory Turnover (Rotación de Inventario) | 0.0promedio 5A ≈1.1 | ≈1.1 | 4.9 | Débil | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 5.7promedio 5A ≈6.4 | ≈6.4 | 5.8 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$914.2K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Ratio de Pago-1.1%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
225.8%
Próximo informe
Oct 26, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 29, 2026 | $0.78 | $0.42 | 86.6% |
| 31 de marzo de 2026 | $0.44 | $0.13 | 228.6% | |
| 31 de diciembre de 2025 | $0.45 | $0.32 | 40.7% | |
| 30 de septiembre de 2025 | $0.15 | $0.10 | 55.1% | |
| 30 de junio de 2025 | $0.10 | $0.01 | 800.9% | |
| 31 de marzo de 2025 | $0.03 | $-0.07 | 142.7% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 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 general
| Métrica | Tendencia | 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 |
Flujo de Efectivo
| Métrica | Tendencia | 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 | · |
Rentabilidad
| Métrica | Tendencia | 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% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 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 | · |
Eficiencia
| Métrica | Tendencia | 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 | · |
Por Acción
| Métrica | Tendencia | 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 | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 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% | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 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 | · | · | · | · | · |
Estado de resultados
| Métrica | Tendencia | 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 general
| Métrica | Tendencia | 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 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Flujo de Efectivo
| Métrica | Tendencia | 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 | · | · |
Rentabilidad
| Métrica | Tendencia | 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% |
Liquidez y Solvencia
| Métrica | Tendencia | 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 |
Eficiencia
| Métrica | Tendencia | 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 |
Por Acción
| Métrica | Tendencia | 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 |
Valoración (TTM)
| Métrica | Tendencia | 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% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $2.02B | $1.47B | $1.33B | $1.20B | $972M |
| Margen Bruto % | 29.0% | 27.5% | 14.8% | 12.4% | 20.3% |
| Margen Operativo % | 3.6% | 1.6% | -15.7% | -21.8% | -11.8% |
| Beneficio neto | $-87M | $-27M | $-308M | $-315M | $-193M |
| EPS Diluido | $-0.37 | $-0.13 | $-1.42 | $-1.62 | $-0.95 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 3.4 | 2.2 | 1.7 | 1.2 | -11.9 |
| Ratio corriente | 6.0 | 3.2 | 3.6 | 1.9 | 2.4 |
| Ratio Rápido | 4.5 | 1.8 | 2.1 | 1.1 | 1.4 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $57M | $33M | $-456M | $-309M | $-110M |
Propietarios institucionales (13F) 1 410 declarantes · $89.3B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
1 410
Valor en tenencia
$89.3B
Nuevas posiciones
408
Posiciones cerradas
75
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 408 (+93 vs trimestre anterior) | 75 (-15 vs trimestre anterior) | 433 (+84 vs trimestre anterior) | 410 (+112 vs trimestre anterior) | +25.9M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $5 582 495 143 | 18 442 336 | 6,25% | Acciones |
| AMERIPRISE FINANCIAL INC | $5 487 903 681 | 18 134 575 | 6,14% | Acciones |
| GOLDMAN SACHS GROUP INC | $4 222 862 626 | 13 950 652 | 4,73% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3 798 764 828 | 12 549 603 | 4,25% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $3 657 356 707 | 12 082 447 | 4,09% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 072 465 540 | 10 150 200 | 3,44% | Opción de venta |
| JANE STREET GROUP, LLC | $2 688 127 350 | 8 880 500 | 3,01% | Opción de venta |
| JANE STREET GROUP, LLC | $2 551 972 890 | 8 430 700 | 2,86% | Opción de compra |
| JPMORGAN CHASE & CO | $2 223 702 145 | 8 085 893 | 2,49% | Acciones |
| MORGAN STANLEY | $2 213 771 327 | 7 313 415 | 2,48% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 120 231 880 | 7 004 400 | 2,37% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 977 266 670 | 6 532 100 | 2,21% | Opción de venta |
| STATE STREET CORP | $1 911 533 653 | 6 315 431 | 2,14% | Acciones |
| Situational Awareness LP | $1 898 778 982 | 6 272 808 | 2,13% | Acciones |
| VANGUARD GROUP INC | $1 811 958 617 | 20 853 477 | 2,03% | Acciones |
| Value Aligned Research Advisors, LLC | $1 690 633 683 | 5 585 179 | 1,89% | Acciones |
| CITADEL ADVISORS LLC | $1 492 068 840 | 4 929 200 | 1,67% | Opción de venta |
| CITADEL ADVISORS LLC | $1 317 289 860 | 4 351 800 | 1,47% | Opción de compra |
| Graticule Asia Macro Advisors LLC | $1 273 611 764 | 4 207 505 | 1,43% | Acciones |
| JANE STREET GROUP, LLC | $1 261 791 025 | 4 168 454 | 1,41% | Acciones |
| D. E. Shaw & Co., Inc. | $1 258 715 897 | 4 158 295 | 1,41% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $1 154 779 771 | 3 793 446 | 1,29% | Acciones |
| NORGES BANK | $998 014 613 | 3 297 042 | 1,12% | Acciones |
| SANDS CAPITAL MANAGEMENT, LLC | $885 869 107 | 2 926 558 | 0,99% | Acciones |
| Situational Awareness Partners LP | $878 707 930 | 6 485 408 | 0,98% | Acciones |
| JENNISON ASSOCIATES LLC | $773 250 774 | 2 554 512 | 0,87% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $763 548 945 | 2 522 461 | 0,85% | Acciones |
| Capital World Investors | $709 455 547 | 2 343 758 | 0,79% | Acciones |
| FRANKLIN RESOURCES INC | $636 777 160 | 2 103 658 | 0,71% | Acciones |
| D. E. Shaw & Co., Inc. | $614 602 080 | 2 030 400 | 0,69% | Opción de venta |
| TWO SIGMA INVESTMENTS, LP | $610 404 236 | 2 016 532 | 0,68% | Acciones |
| WELLS FARGO & COMPANY/MN | $606 657 883 | 2 004 156 | 0,68% | Acciones |
| FMR LLC | $597 822 311 | 1 974 966 | 0,67% | Acciones |
| UBS Group AG | $576 714 333 | 1 905 234 | 0,65% | Acciones |
| BANK OF AMERICA CORP /DE/ | $550 300 940 | 1 817 975 | 0,62% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $514 336 943 | 1 699 164 | 0,58% | Acciones |
| WELLS FARGO & COMPANY/MN | $511 563 000 | 1 690 000 | 0,57% | Opción de venta |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $501 080 802 | 1 655 371 | 0,56% | Acciones |
| MARSHALL WACE, LLP | $490 053 203 | 1 618 954 | 0,55% | Acciones |
| Whale Rock Capital Management LLC | $486 833 924 | 1 608 305 | 0,54% | Acciones |
| NORTHERN TRUST CORP | $484 079 051 | 1 599 204 | 0,54% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $453 336 839 | 1 497 644 | 0,51% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $448 038 162 | 1 480 139 | 0,50% | Acciones |
| Qube Research & Technologies Ltd | $445 616 778 | 1 472 140 | 0,50% | Acciones |
| California Public Employees Retirement System | $414 762 870 | 1 370 211 | 0,46% | Acciones |
| Hood River Capital Management LLC | $407 395 757 | 1 345 873 | 0,46% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $406 464 652 | 1 342 797 | 0,45% | Acciones |
| Invesco Ltd. | $397 330 090 | 1 312 620 | 0,44% | Acciones |
| Elemental Capital Partners LLC | $306 757 996 | 1 013 406 | 0,34% | Acciones |
| Walleye Trading LLC | $305 878 350 | 1 010 500 | 0,34% | Opción de venta |
Activistas y propietarios del %+ 5 3 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| SK ecoplant Co., Ltd., Econovation, LLC, Blooming Green Energy Limited ×9 presentaciones | 20 de agosto de 2025 | 4,70% | Enmienda | · | SEC |
| 23 de noviembre de 2021 | · | Presentación inicial | · | SEC | |
| New Enterprise Associates 10, Limited Partnership, NEA Partners 10, Limited Partnership, Scott D. Sandell | 24 de agosto de 2020 | · | Presentación inicial | Inversión pasiva | 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.
Informantes de la empresa 35 insiders · 18 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Kr Sridhar | Chairman & CEO | 1 de septiembre de 2026 M | 2 291 508 | 0 | 1 | $-34 000 000 |
| Simon Stephen Edwards | Chief Financial Officer | 27 de agosto de 2026 A | 25 000 | 0 | 0 | $0 |
| Daniel Berenbaum | Chief Financial Officer | 6 de mayo de 2024 A | 300 000 | 0 | 0 | $0 |
| Gregory D Cameron | President and Chief Financial Officer | 15 de marzo de 2023 M | 299 109 | 0 | 0 | $0 |
| Randy W Furr | EVP and CFO | 18 de febrero de 2020 S | 303 869 | 0 | 0 | $0 |
| Susan Seilheimer Brennan | EVP & COO | 17 de junio de 2021 S | 204 771 | 0 | 0 | $0 |
| Aman Joshi | Chief Commercial Officer | 1 de octubre de 2026 S | 147 092 | 0 | 12 | $-18 052 690 |
| Maciej Kurzymski | Chief Accounting Officer | 16 de septiembre de 2026 S | 77 391 | 0 | 6 | $-6 450 356 |
| Satish Chitoori | Chief Operations Officer | 16 de septiembre de 2026 S | 202 494 | 0 | 10 | $-10 180 472 |
| Shawn Marie Soderberg | Chief Legal Officer and Corporate Secretary | 16 de septiembre de 2026 S | 126 500 | 0 | 18 | $-48 432 366 |
| Guillermo Brooks | EVP, Sales - Americas | 15 de enero de 2024 M | 150 638 | 0 | 0 | $0 |
| Sharelynn Faye Moore | EVP, Chief Business Development and Marketing Officer | 17 de agosto de 2023 S | 168 361 | 0 | 0 | $0 |
| Glen Griffiths | EVP Quality, Reliability &EH&S | 31 de marzo de 2023 A | 405 875 | 0 | 0 | $0 |
| Swaminathan Venkataraman | EVP of Engineering & CTO | 15 de marzo de 2022 M | 127 625 | 0 | 0 | $0 |
| Christopher White | EVP Global Sales | 15 de febrero de 2021 M | 247 343 | 0 | 0 | $0 |
| Hari Pillai | EVP of CIG | 28 de diciembre de 2020 M | 54 710 | 0 | 0 | $0 |
| Matthew Peter Ross | EVP and CMO | 16 de julio de 2019 A | 99 500 | 0 | 0 | $0 |
| William Thayer | Executive Vice President, Sale | 10 de junio de 2019 C | 168 334 | 0 | 0 | $0 |
| Cynthia J Warner | Consejero | 30 de septiembre de 2026 A | 34 978 | 0 | 0 | $0 |
| Jeffrey R Immelt | Consejero | 30 de septiembre de 2026 A | 201 324 | 0 | 1 | $-7 167 300 |
| Gary S Pinkus | Consejero | 21 de mayo de 2026 A | 15 089 | 0 | 1 | $-207 250 |
| Barbara J Burger | Consejero | 21 de mayo de 2026 A | 38 940 | 0 | 0 | $0 |
| Jim H. Snabe | Consejero | 21 de mayo de 2026 A | 1 463 | 0 | 1 | $-2 860 800 |
| Eddy Zervigon | Consejero | 21 de mayo de 2026 A | 72 101 | 0 | 1 | $-2 825 600 |
| Michael J Boskin | Consejero | 21 de mayo de 2026 A | 102 898 | 0 | 0 | $0 |
| Mary K Bush | Consejero | 21 de mayo de 2026 A | 106 087 | 0 | 2 | $-11 815 520 |
| Scott D. Sandell | Consejero | 31 de marzo de 2022 A | 55 751 | 0 | 0 | $0 |
| Colin Powell | Consejero | 13 de mayo de 2021 G | 545 846 | 0 | 0 | $0 |
| DOERR L JOHN | Consejero | 27 de agosto de 2020 J | 8 769 | 0 | 0 | $0 |
| Kelly Ayotte | Consejero | 8 de febrero de 2019 C | 4 445 | 0 | 0 | $0 |
| SK ecoplant Co., Ltd. | Propietario del 10% | 10 de julio de 2025 S | 0 | 0 | 0 | $0 |
| Canada Pension Plan Investment Board | Propietario del 10% | 1 de octubre de 2020 S | 0 | 0 | 0 | $0 |
| Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp | Propietario del 10% | 14 de marzo de 2019 S | 5 360 549 | 0 | 0 | $0 |
| MORGAN STANLEY | Propietario del 10% | 26 de noviembre de 2018 P | 1 638 | 0 | 0 | $0 |
| John T Chambers | · | 13 de agosto de 2026 S | 208 333 | 0 | 3 | $-23 206 650 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 82 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| ICLN · iShares Trust | 8,65% | 717 020 SH | 11 de septiembre de 2026 | Diario |
| IBAT · iShares Trust | 8,62% | 22 989 SH | 11 de septiembre de 2026 | Diario |
| VCLN · Virtus ETF Trust II | 6,86% | 1 828 NS | 31 de julio de 2026 | N-PORT |
| PWRD · TCW ETF Trust | 3,44% | 242 985 NS | 31 de julio de 2026 | N-PORT |
| UPGD · Invesco Exchange-Traded Fund Trust | 2,81% | 11 599 SH | 1 de octubre de 2026 | Diario |
| MADE · iShares Trust | 2,31% | 5 303 SH | 11 de septiembre de 2026 | Diario |
| VOT · VANGUARD INDEX FUNDS | 1,79% | 2 069 814 SH | 19 de agosto de 2026 | Diario |
| RPG · Invesco Exchange-Traded Fund Trust | 1,76% | 122 585 SH | 1 de octubre de 2026 | Diario |
| MGNR · AMERICAN BEACON SELECT FUNDS | 1,66% | 68 001 NS | 31 de julio de 2026 | N-PORT |
| PBW · Invesco Exchange-Traded Fund Trust | 1,54% | 18 652 SH | 1 de octubre de 2026 | Diario |
| ARTY · iShares Trust | 1,45% | 225 979 SH | 11 de septiembre de 2026 | Diario |
| RSPN · Invesco Exchange-Traded Fund Trust | 1,28% | 33 690 SH | 1 de octubre de 2026 | Diario |
| PBD · Invesco Exchange-Traded Fund Trust … | 1,20% | 4 982 SH | 1 de octubre de 2026 | Diario |
| SPIT · RBB Fund, Inc. | 1,15% | 1 865 NS | 31 de julio de 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 1,09% | 327 845 SH | 19 de agosto de 2026 | Diario |
| IMCG · iShares Trust | 0,95% | 147 395 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,89% | 3 003 045 SH | 19 de agosto de 2026 | Diario |
| IYJ · iShares Trust | 0,87% | 63 772 SH | 11 de septiembre de 2026 | Diario |
| FIDU · FIDELITY COVINGTON TRUST | 0,79% | 88 519 NS | 31 de julio de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,79% | 5 856 039 SH | 19 de agosto de 2026 | Diario |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,76% | 27 452 NS | 31 de julio de 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,66% | 42 455 NS | 31 de julio de 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,62% | 1 263 NS | 31 de julio de 2026 | N-PORT |
| AIFD · TCW ETF Trust | 0,62% | 3 770 NS | 31 de julio de 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,50% | 6 031 NS | 31 de julio de 2026 | N-PORT |
| IMCB · iShares Trust | 0,48% | 31 179 SH | 11 de septiembre de 2026 | Diario |
| MTUM · iShares Trust | 0,47% | 443 138 SH | 11 de septiembre de 2026 | Diario |
| FDMO · FIDELITY COVINGTON TRUST | 0,33% | 14 561 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,33% | 9 225 NS | 31 de julio de 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,31% | 37 816 NS | 31 de julio de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,31% | 23 276 NS | 31 de julio de 2026 | N-PORT |
| USXF · iShares Trust | 0,28% | 16 022 SH | 11 de septiembre de 2026 | Diario |
| EUSA · iShares, Inc. | 0,25% | 18 883 SH | 11 de septiembre de 2026 | Diario |
| CCNR · Financial Investors Trust | 0,25% | 5 236 NS | 31 de julio de 2026 | N-PORT |
| IWY · iShares Trust | 0,24% | 147 490 SH | 11 de septiembre de 2026 | Diario |
| VUG · VANGUARD INDEX FUNDS | 0,24% | 3 040 799 SH | 19 de agosto de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,24% | 424 895 SH | 19 de agosto de 2026 | Diario |
| VFMO · VANGUARD WELLINGTON FUND | 0,23% | 15 479 SH | 19 de agosto de 2026 | Diario |
| ILCG · iShares Trust | 0,22% | 25 947 SH | 11 de septiembre de 2026 | Diario |
| RSP · Invesco Exchange-Traded Fund Trust | 0,21% | 726 405 SH | 1 de octubre de 2026 | Diario |
| IWF · iShares Trust | 0,21% | 1 008 874 SH | 11 de septiembre de 2026 | Diario |
| SIZE · iShares Trust | 0,18% | 3 003 SH | 11 de septiembre de 2026 | Diario |
| ESUM · Strategy Shares | 0,16% | 1 441 NS | 31 de julio de 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,14% | 47 498 NS | 31 de julio de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,14% | 60 791 SH | 19 de agosto de 2026 | Diario |
| VV · VANGUARD INDEX FUNDS | 0,13% | 315 590 SH | 19 de agosto de 2026 | Diario |
| ESGU · iShares Trust | 0,13% | 88 332 SH | 11 de septiembre de 2026 | Diario |
| EGUS · iShares Trust | 0,13% | 136 SH | 11 de septiembre de 2026 | Diario |
| PBP · Invesco Exchange-Traded Fund Trust | 0,13% | 1 751 SH | 1 de octubre de 2026 | Diario |
| IWL · iShares Trust | 0,12% | 10 399 SH | 11 de septiembre de 2026 | Diario |
| ESLG · Strategy Shares | 0,12% | 137 NS | 31 de julio de 2026 | N-PORT |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,12% | 44 420 SH | 19 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,12% | 11 637 SH | 1 de octubre de 2026 | Diario |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,11% | 46 657 SH | 1 de octubre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,11% | 8 580 107 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,11% | 22 598 SH | 19 de agosto de 2026 | Diario |
| PHDG · Invesco Actively Managed Exchange-T… | 0,10% | 232 SH | 1 de octubre de 2026 | Diario |
| ILCB · iShares Trust | 0,10% | 5 160 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,10% | 186 476 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,09% | 73 743 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,09% | 339 515 SH | 11 de septiembre de 2026 | Diario |
| DYNF · BlackRock ETF Trust | 0,09% | 140 063 SH | 11 de septiembre de 2026 | Diario |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 36 739 NS | 31 de julio de 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,08% | 4 505 NS | 31 de julio de 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,08% | 22 387 NS | 31 de julio de 2026 | N-PORT |
| TOK · iShares Trust | 0,08% | 754 SH | 11 de septiembre de 2026 | Diario |
| XT · iShares Trust | 0,08% | 12 278 SH | 11 de septiembre de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,08% | 82 989 NS | 31 de julio de 2026 | N-PORT |
| TOV · EA Series Trust | 0,08% | 1 028 NS | 31 de julio de 2026 | N-PORT |
| CRBN · iShares Trust | 0,08% | 3 609 SH | 11 de septiembre de 2026 | Diario |
| URTH · iShares, Inc. | 0,08% | 24 193 SH | 11 de septiembre de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,07% | 224 393 SH | 19 de agosto de 2026 | Diario |
| GARP · iShares Trust | 0,07% | 8 145 SH | 11 de septiembre de 2026 | Diario |
| ACWI · iShares Trust | 0,07% | 85 985 SH | 11 de septiembre de 2026 | Diario |
| FBUF · Fidelity Greenwood Street Trust | 0,06% | 73 NS | 31 de julio de 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,06% | 635 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,06% | 9 193 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,06% | 5 846 NS | 31 de julio de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 119 613 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,05% | 30 642 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,05% | 1 357 SH | 1 de octubre de 2026 | Diario |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,02% | 5 765 SH | 1 de octubre de 2026 | Diario |
BE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 39 analistas
COMPRA
Objetivo mediano
$303.00
+4,8%
7 17,9%
Compra fuerte
17 43,6%
Compra
14 35,9%
Mantener
1 2,6%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
26 analistas · 2026-10-03Objetivo medio $282.82 -2,2%
Ahora
Precio Actual $289.15
Mín$97.00
Media$282.82
Máx$390.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| 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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Fuente: SEC 10-Q/A presentada el Jul 29, 2026