โ† Top Holdings

BEBloom Energy Corp

CUSIP: 093712107

5

Guru Owners

$79.0M

Total Value Held

909,106

Total Shares

$6.6M
0.03%
$5.6M
0.02%
$1.9M
0.01%
$652K
0.02%

๐Ÿ“Š Fundamentals

Market Cap$62.7B
Forward P/E71.1x
P/FCF332.6x
EPS (TTM)$-0.37
Revenue (TTM)$2.0B
Profit Margin-4.37%
Beta3.19

52-Week Range

$16.05
$234.35

Current: $220.57

Data from Yahoo Finance ยท refreshed every 4 hours

๐Ÿ“Š Holdings Over Time

How superinvestor ownership has changed across quarters

$0$19.7M$39.5M$59.2M$79.0MQ3 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '255 owners ยท $79.0M
INCREASEDPolen Capital$6.6M
INCREASEDRay Dalio$5.6M
INCREASEDPolen Capital$1.9M
INCREASEDFPA Queens Road$652K
Q3 '253 owners ยท $17.1M
REDUCEDPolen Capital$11.1M
INCREASEDRay Dalio$4.7M
REDUCEDFPA Queens Road$1.3M
Q2 '253 owners ยท $6.7M
NEWRay Dalio$4.5M
Q1 '251 owners ยท $451K
Q3 '241 owners ยท $1.8M

No changes

๐Ÿ’ฐ DCF Calculator

DCF model ยท 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

๐Ÿ“Š Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
59%analyst est. 58.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
9.3%current: 9.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps ยท 10% growth
5%20%

Model: 10-year DCF ยท 3.0% terminal growth ยท Based on Yahoo Finance data

๐Ÿ›๏ธ Congressional Trades

BE: Held by 5 superinvestors ยท 5 congress member trades

$1,001 - $15,0002026-01-30
$1,001 - $15,0002025-12-24
$1,001 - $15,0002025-11-18
$1,001 - $15,0002025-10-17
$1,001 - $15,0002024-07-15
BE Institutional Ownership โ€” Superinvestor Holdings | Superinvestor 13F Tracker