Past performance does not predict future results. Informational only, not investment advice.
Taking a bullish call position on Bloom Energy ahead of 10/2 expiry, betting on a gap-up move or continued upside through the short-dated option.
Kurzymski Maciej (Chief Accounting Officer at Bloom Energy Corp) reported an open-market sale of 2,295 shares of BE at an average $268.42, roughly $616,024, in a Form 4 filed 2026-09-18.
SODERBERG SHAWN MARIE (See Remarks at Bloom Energy Corp) reported an open-market sale of 2,895 shares of BE at an average $233.60, roughly $676,272, in a Form 4 filed 2026-08-18.
Bloom Energy delivered Q2 revenue of $1.1 billion (up 165% YoY) and raised FY guidance to $3.9-4.2 billion. Stock is up 1,200% in twelve months at 185x P/E, raising valuation concerns despite strong top-line growth.
Tech sector is heavily sold off, but the author believes BE will surprise the market with positive after-hours earnings or news. Taking a bullish bet despite broad sector weakness.
Author is bullish on BE after a bounce from the 230 support level and plans to hold 1,100 margin shares through earnings end of month. They're selling naked puts and covered calls to reduce margin exposure while waiting for the anticipated move higher.
Author holds 1,100 shares of $BE on margin and is currently margin called. Betting that $BE holds support at $240 and will recover through earnings, planning to sell covered calls to reduce exposure and avoid forced liquidation.
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