# BE · Bloom Energy Corp Snapshot 2026-10-26 · CIK 0001664703 · NYSE · Electrical Industrial Apparatus Price 193.3 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 57.15 B Machine-readable: https://theclaudetrader.com/s/BE.json · index: https://theclaudetrader.com/llms.txt ## Scores ### Graham Defensive: 35.0 (partial: 5) · complete: False · missing tests: 5 · current inputs as of 2025-12-31 · stale inputs: Revenue · history 2016–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 19, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham - 1 Adequate size: 2.02 revenue $B · threshold >= 1 · points 5.0/5 - 2a Current ratio: 4.09 · threshold >= 2.0 · points 15.0/15 - 2b Long-term debt vs working capital: 0.71 LTD / WC · threshold <= 1.0 · points 15.0/15 - 3 Positive earnings each of 10 years: 0 of 10 · threshold 10 of 10 · points 0.0/15 - 4 Dividends every year for 20 years: 0 of 20 · threshold 20 of 20 · points 0.0/15 - 5 EPS growth, 3-yr avg now vs 10 yrs ago: None · threshold >= +33% · points None/10 - 6 P/E on 3-year average EPS: None · threshold <= 15 · points 0.0/15 - 7 P/B <= 1.5, or P/E x P/B <= 22.5: P/B 35.45 · threshold <= 1.5 or <= 22.5 · points 0.0/10 Inputs: - Price (close, per traded unit): 193.3 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Revenue: 2023994000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - current_assets: 4590062000.0 · 2026-06-30 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - current_liabilities: 1123187000.0 · 2026-06-30 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - lt_debt: 2470704000.0 · 2026-06-30 · SEC XBRL LongTermDebtNoncurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - equity: 1611998000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - Net income FY2016: -279658000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470319000008/ · unverified - Net income FY2017: -276362000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470320000013/ · unverified - Net income FY2018: -273540000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470321000017/ · unverified - Net income FY2019: -304414000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ · unverified - Net income FY2020: -157553000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ · unverified - Net income FY2021: -164445000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ · unverified - Net income FY2022: -301708000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Net income FY2023: -302116000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Net income FY2024: -27203000.0 · 2024-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Net income FY2025: -87140000.0 · 2025-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Dividend years (Yahoo): [] · · Yahoo Finance dividend history · https://finance.yahoo.com/quote/BE/history?filter=div · unverified - EPS diluted FY2023: -1.42 · 2023-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - EPS diluted FY2024: -0.13 · 2024-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - EPS diluted FY2025: -0.37 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Shares outstanding: 295656689.0 · 2026-10-19 · SEC cover page 10-Q 0001628280-26-066931 (295,656,689 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/be-20260930.htm · https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/R1.htm ### Magic Formula: — (insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula ### Momentum: 59.7 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum - 12-1 month return: 171.3 % · threshold · points 49.0/50 - 6 month return: -18.6 % · threshold · points 2.2/20 - Price / 52-week high: 0.559 · threshold · points 8.4/15 - Volatility penalty (60d annualised): 84.1 % · threshold · points 0.1/15 Inputs: - Adjusted close series (14 months): 193.3 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · ### Insider: 0.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider - Open-market buy value / market cap (percentile among buyers): 0.0 bp · threshold · points 0.0/35 - Distinct buyers: 0 · threshold · points 0.0/25 - Buyer seniority: 0.0 · threshold · points 0.0/20 - Recency (half-life 30d): 0.0 · threshold · points 0.0/10 - Sales penalty (excludes 10b5-1 plan sales): 0.23 bp · threshold · points -4.0/0 Inputs: - Form 4 S Kurzymski Maciej 2026-09-16: 616023.9 · 2026-09-16 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1664703/000119312526395797/ - Form 4 S SODERBERG SHAWN MARIE 2026-08-14: 676272.0 · 2026-08-14 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1664703/000119312526355893/ - excluded 2026-10-01 S: 10b5-1 plan · · rule · - excluded 2026-09-16 S: 10b5-1 plan · · rule · - excluded 2026-09-16 S: 10b5-1 plan · · rule · - excluded 2026-09-16 S: 10b5-1 plan · · rule · - excluded 2026-08-17 S: 10b5-1 plan · · rule · - excluded 2026-08-14 S: 10b5-1 plan · · rule · - excluded 2026-08-14 S: 10b5-1 plan · · rule · - excluded 2026-08-13 S: 10b5-1 plan · · rule · - excluded 2026-08-03 S: 10b5-1 plan · · rule · ### Buffett Quality: 0.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-19 · stale inputs: none · history 2016–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 40, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett - 1 Average return on equity (net income / year-end equity): -73.0% over 5 yrs · threshold >= 15% · points 0.0/25 - 2 Profitable every year: 0 of 10 · threshold all years · points 0.0/15 - 3 Net income growth, 3-yr average now vs start of window: base or latest average not positive · threshold >= +10% · points 0.0/10 - 4 Borrowings / 3-yr average earnings (years to repay): None · threshold <= 4 · points 0.0/15 - 5 Operating margin, 5-yr average: -8.8% · threshold >= 20% · points 0.0/10 - 6 Free cash flow / net income, 5-yr (operating cash flow minus capex): None · threshold >= 1.0 · points 0.0/10 - 7 Owner-earnings yield (3-yr avg free cash flow / market cap): -0.2% · threshold >= 7% · points 0.0/15 Inputs: - Price (close, per traded unit): 193.3 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Net income FY2020: -157553000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ · unverified - Equity at FY2020 end: 78824000.0 · 2020-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ · unverified - Net income FY2022: -301708000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Equity at FY2022 end: 340777000.0 · 2022-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Net income FY2023: -302116000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Equity at FY2023 end: 502078000.0 · 2023-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1664703/000162828025008747/ · unverified - Net income FY2024: -27203000.0 · 2024-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Equity at FY2024 end: 562471000.0 · 2024-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Net income FY2025: -87140000.0 · 2025-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Equity at FY2025 end: 768641000.0 · 2025-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - Net income FY2016: -279658000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470319000008/ · unverified - Net income FY2017: -276362000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470320000013/ · unverified - Net income FY2018: -273540000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470321000017/ · unverified - Net income FY2019: -304414000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ · unverified - Net income FY2020: -157553000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ · unverified - Net income FY2021: -164445000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ · unverified - Net income FY2022: -301708000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Net income FY2023: -302116000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Net income FY2024: -27203000.0 · 2024-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Net income FY2025: -87140000.0 · 2025-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Operating income FY2021: -114502000.0 · 2021-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Revenue FY2021: 972176000.0 · 2021-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Operating income FY2022: -260992000.0 · 2022-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828025008747/ · unverified - Revenue FY2022: 1199125000.0 · 2022-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828025008747/ · unverified - Operating income FY2023: -208907000.0 · 2023-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Revenue FY2023: 1333470000.0 · 2023-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Operating income FY2024: 22909000.0 · 2024-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Revenue FY2024: 1473856000.0 · 2024-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Operating income FY2025: 72802000.0 · 2025-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Revenue FY2025: 2023994000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Operating cash flow FY2021: -60681000.0 · 2021-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Capital expenditure FY2021: 49810000.0 · 2021-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Operating cash flow FY2022: -191723000.0 · 2022-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1664703/000162828025008747/ · unverified - Capital expenditure FY2022: 116823000.0 · 2022-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1664703/000162828025008747/ · unverified - Operating cash flow FY2023: -372531000.0 · 2023-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Capital expenditure FY2023: 83739000.0 · 2023-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Operating cash flow FY2024: 91998000.0 · 2024-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Capital expenditure FY2024: 58852000.0 · 2024-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Operating cash flow FY2025: 113949000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified ### Lynch GARP: 16.2 (ok) · complete: True · missing tests: none · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 6, 'not_cross_checked': 1} · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch - 1 PEG: P/E divided by 5-yr EPS growth (in % points): None · threshold <= 1.0 · points 0.0/30 - 2 EPS growth, 5-yr compound rate: None · threshold 12% to 35% a year · points 0.0/20 - 3 P/E on latest annual EPS: None · threshold <= 25 · points 0.0/10 - 4 Borrowings / equity: 1.54 · threshold <= 0.5 · points 0.0/15 - 5 Years of the last 5 in which EPS rose: 3 of 5 · threshold 5 of 5 · points 9.0/15 - 6 Net cash (cash minus borrowings) / market cap: +0.3% · threshold >= +10% · points 7.2/10 Inputs: - Price (close, per traded unit): 193.3 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - EPS diluted FY2025: -0.37 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - EPS diluted FY2020: -1.14 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1664703/000162828023004301/ · unverified - debt_incl_current: 2477973000.0 · 2026-06-30 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - debt_short: 7300000.0 · 2026-06-30 · SEC XBRL ShortTermBorrowings · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - equity: 1611998000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - cash: 2666859000.0 · 2026-06-30 · SEC XBRL CashAndCashEquivalentsAtCarryingValue · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified ### Graham Enterprising: 40.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 13, 'not_cross_checked': 3} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising - 1 Current ratio: 4.09 · threshold >= 1.5 · points 15.0/15 - 2 Borrowings vs working capital: 0.72 x · threshold <= 1.1x · points 15.0/15 - 3 No earnings deficit in the last 5 years: 0 of 5 profitable · threshold 5 of 5 · points 0.0/15 - 4 Pays a current dividend: no · threshold yes · points 0.0/10 - 5 EPS higher than five years earlier: -1.14 -> -0.37 · threshold higher · points 10.0/10 - 6 Price / book value per share: 35.45 · threshold <= 1.2 · points 0.0/20 - 7 Price / net current asset value per share (current assets minus all liabilities): 94.88 · threshold <= 0.67 · points 0.0/15 Inputs: - Price (close, per traded unit): 193.3 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - current_assets: 4590062000.0 · 2026-06-30 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - current_liabilities: 1123187000.0 · 2026-06-30 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - debt_incl_current: 2477973000.0 · 2026-06-30 · SEC XBRL LongTermDebt · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - debt_short: 7300000.0 · 2026-06-30 · SEC XBRL ShortTermBorrowings · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - Net income FY2021: -164445000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ · unverified - Net income FY2022: -301708000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Net income FY2023: -302116000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ · unverified - Net income FY2024: -27203000.0 · 2024-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Net income FY2025: -87140000.0 · 2025-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - Dividend years (Yahoo): [] · · Yahoo Finance dividend history · https://finance.yahoo.com/quote/BE/history?filter=div - EPS diluted FY2025: -0.37 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - EPS diluted FY2020: -1.14 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1664703/000162828023004301/ · unverified - equity: 1611998000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - Shares outstanding: 295656689.0 · 2026-10-19 · SEC cover page 10-Q 0001628280-26-066931 (295,656,689 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/be-20260930.htm · https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/R1.htm - liabilities: 3987730000.0 · 2026-06-30 · SEC XBRL Liabilities · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified ### Piotroski F-Score: 44.4 (ok) · complete: True · missing tests: none · current inputs as of None · stale inputs: none · history 2024–2026 · price None · verification {'verified': 0, 'mismatch': 0, 'unverified': 27, 'not_cross_checked': 0} · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski - 1 Return on assets is positive: -2.0% · threshold pass = 1 · points 0.0/11.11111111111111 - 2 Operating cash flow is positive: 114M · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 3 Return on assets improved on the prior year: -1.0% -> -2.0% · threshold pass = 1 · points 0.0/11.11111111111111 - 4 Operating cash flow exceeds net income (accruals): 114M vs -87M · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 5 Long-term debt / assets fell: 38.2% -> 59.4% · threshold pass = 1 · points 0.0/11.11111111111111 - 6 Current ratio improved: 3.21 -> 5.98 · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 7 No new shares issued (share count did not rise): 237M -> 296M · threshold pass = 1 · points 0.0/11.11111111111111 - 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry): 1.6% -> 3.6% · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 9 Asset turnover (revenue / assets) improved: 0.55 -> 0.46 · threshold pass = 1 · points 0.0/11.11111111111111 Inputs: - net_income 2025-12-31: -87140000.0 · 2025-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - total_assets 2025-12-31: 4396711000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - cfo 2025-12-31: 113949000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - net_income 2025-12-31: -87140000.0 · 2025-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - net_income 2024-12-31: -27203000.0 · 2024-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - total_assets 2025-12-31: 4396711000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - total_assets 2024-12-31: 2657354000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - cfo 2025-12-31: 113949000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - net_income 2025-12-31: -87140000.0 · 2025-12-31 · SEC XBRL ProfitLoss (10-K via companyfacts; frames served proxy 0001628280-26-024237) · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - lt_debt 2025-12-31: 2613726000.0 · 2025-12-31 · SEC XBRL LongTermDebtNoncurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - lt_debt 2024-12-31: 1014407000.0 · 2024-12-31 · SEC XBRL LongTermDebtNoncurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - total_assets 2025-12-31: 4396711000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - total_assets 2024-12-31: 2657354000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - current_assets 2025-12-31: 3730567000.0 · 2025-12-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - current_assets 2024-12-31: 2044127000.0 · 2024-12-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - current_liabilities 2025-12-31: 623832000.0 · 2025-12-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - current_liabilities 2024-12-31: 636758000.0 · 2024-12-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - shares_out 2026-10-19: 295656689.0 · 2026-10-19 · SEC cover page 10-Q 0001628280-26-066931 (295,656,689 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/be-20260930.htm · https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/R1.htm · unverified - shares_out 2025-10-22: 236510755.0 · 2025-10-22 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/1664703/000162828025046844/ · unverified - operating_income 2025-12-31: 72802000.0 · 2025-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - operating_income 2024-12-31: 22909000.0 · 2024-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - revenue 2025-12-31: 2023994000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - revenue 2024-12-31: 1473856000.0 · 2024-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - revenue 2025-12-31: 2023994000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - revenue 2024-12-31: 1473856000.0 · 2024-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified - total_assets 2025-12-31: 4396711000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/ · unverified - total_assets 2024-12-31: 2657354000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ · unverified ## Market value, source trail - Formula: market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used - Traded price: 193.3 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1 - SEC shares outstanding: 295,656,689 underlying shares, period 2026-10-19, SEC cover page 10-Q 0001628280-26-066931 (295,656,689 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/be-20260930.htm, accession 0001628280-26-066931 · https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/R1.htm - Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None - Market value (price date x latest reported shares): 57,150,437,984 USD; 193.3 (price 2026-10-23) / 1 x 295,656,689 (shares at 2026-10-19) = 57,150,437,984 ## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends) - FY2016 (ended 2016-12-31): 208540000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470319000008/ - FY2017 (ended 2017-12-31): 365623000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470320000013/ - FY2018 (ended 2018-12-31): 632648000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470321000017/ - FY2019 (ended 2019-12-31): 785177000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ - FY2020 (ended 2020-12-31): 794247000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828023004301/ - FY2021 (ended 2021-12-31): 972176000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ - FY2022 (ended 2022-12-31): 1199125000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828025008747/ - FY2023 (ended 2023-12-31): 1333470000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ - FY2024 (ended 2024-12-31): 1473856000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ - FY2025 (ended 2025-12-31): 2023994000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ ## Net income by fiscal year (SEC XBRL) - FY2016 (ended 2016-12-31): -279658000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470319000008/ - FY2017 (ended 2017-12-31): -276362000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470320000013/ - FY2018 (ended 2018-12-31): -273540000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470321000017/ - FY2019 (ended 2019-12-31): -304414000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ - FY2020 (ended 2020-12-31): -157553000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ - FY2021 (ended 2021-12-31): -164445000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000166470322000034/ - FY2022 (ended 2022-12-31): -301708000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ - FY2023 (ended 2023-12-31): -302116000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828024005035/ - FY2024 (ended 2024-12-31): -27203000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ - FY2025 (ended 2025-12-31): -87140000.0 · https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/ ## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets) - FY2019 (ended 2019-12-31): -2.67 [filed -2.67, split factor 1.0] - FY2020 (ended 2020-12-31): -1.14 [filed -1.14, split factor 1.0] - FY2021 (ended 2021-12-31): -0.95 [filed -0.95, split factor 1.0] - FY2022 (ended 2022-12-31): -1.62 [filed -1.62, split factor 1.0] - FY2023 (ended 2023-12-31): -1.42 [filed -1.42, split factor 1.0] - FY2024 (ended 2024-12-31): -0.13 [filed -0.13, split factor 1.0] - FY2025 (ended 2025-12-31): -0.37 [filed -0.37, split factor 1.0] ## Dividend years (Yahoo history) none ## Insider transactions (SEC Form 4 data set, latest 40) - 2026-10-01 S Joshi Aman (officer) 8437 @ 277.17 = 2338483 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526412560/#live - 2026-09-16 S Chitoori Satish (officer) 2870 @ 270.06 = 775072 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526395779/ - 2026-09-16 S SODERBERG SHAWN MARIE (officer) 2870 @ 270.07 = 775101 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526395790/ - 2026-09-16 S Kurzymski Maciej (officer) 2295 @ 268.42 = 616024 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526395797/ - 2026-09-16 S Joshi Aman (officer) 3601 @ 269.94 = 972054 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526395806/ - 2026-08-17 S IMMELT JEFFREY R (director) 30000 @ 238.91 = 7167300 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526355897/ - 2026-08-14 S SODERBERG SHAWN MARIE (officer) 2895 @ 233.60 = 676272 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526355893/ - 2026-08-14 S Chitoori Satish (officer) 2053 @ 241.64 = 496087 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526355894/ - 2026-08-14 S Joshi Aman (officer) 4677 @ 241.75 = 1130665 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526355898/ - 2026-08-13 S CHAMBERS JOHN T (director) 15000 @ 250.00 = 3750000 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526352899/ - 2026-08-03 S CHAMBERS JOHN T (director) 15000 @ 205.58 = 3083700 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526333129/ - 2026-07-01 S Joshi Aman (officer) 8343 @ 300.37 = 2505987 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526295065/ - 2026-06-16 S SODERBERG SHAWN MARIE (officer) 2842 @ 288.63 = 820286 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526274656/ - 2026-06-16 S Chitoori Satish (officer) 2837 @ 289.11 = 820205 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526274662/ - 2026-06-16 S Kurzymski Maciej (officer) 2259 @ 288.62 = 651993 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526274669/ - 2026-06-16 S Joshi Aman (officer) 3558 @ 289.14 = 1028760 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526274678/ - 2026-05-28 S CHAMBERS JOHN T (director) 55000 @ 297.69 = 16372950 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526256157/ - 2026-05-18 S SODERBERG SHAWN MARIE (officer) 2746 @ 259.42 = 712367 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526229257/ - 2026-05-14 S Joshi Aman (officer) 4813 @ 288.20 = 1387107 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526229256/ - 2026-05-14 S SODERBERG SHAWN MARIE (officer) 2879 @ 288.10 = 829440 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526229257/ - 2026-05-14 S Chitoori Satish (officer) 2111 @ 288.24 = 608475 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526229262/ - 2026-05-13 S Kurzymski Maciej (officer) 6229 @ 293.36 = 1827339 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526224675/ - 2026-05-07 S BUSH MARY K (director) 25000 @ 266.96 = 6674000 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526215142/ - 2026-04-29 S SODERBERG SHAWN MARIE (officer) 35000 @ 279.00 = 9765000 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526201723/ - 2026-04-15 S SODERBERG SHAWN MARIE (officer) 25000 @ 225.13 = 5628250 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526159598/ - 2026-04-14 S Chitoori Satish (officer) 20000 @ 204.23 = 4084600 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526159594/ - 2026-04-14 S SODERBERG SHAWN MARIE (officer) 30000 @ 204.23 = 6126900 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526159598/ - 2026-04-01 S Joshi Aman (officer) 10000 @ 135.88 = 1358800 · https://www.sec.gov/Archives/edgar/data/1664703/000119312526140918/ ## Links - sec_filings: https://www.sec.gov/edgar/browse/?CIK=0001664703 - sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0001664703.json - sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001664703&type=4 - sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001664703&type=8-K - yahoo: https://finance.yahoo.com/quote/BE - stooq: https://stooq.com/q/d/?s=be.us - morningstar (link only, nothing stored): https://www.morningstar.com/search?query=BE - finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=BE - stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/be/ - seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/BE - openinsider (link only, nothing stored): http://openinsider.com/search?q=BE - google_news (link only, nothing stored): https://news.google.com/rss/search?q=BE+stock Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/BE; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.