TLDR
- Nancy Pelosi’s financial disclosure revealed purchases of 15,000 Bloom Energy (BE) stock and 200 call options, valued between $4.25M and $14.5M.
- Bloom Energy stock surged up to 6.4% in pre-market trading following the disclosure.
- The stock has more than doubled since the start of 2026.
- Bloom Energy’s Q2 revenue crossed $1 billion for the first time, up 166% year-over-year.
- Management raised its full-year 2026 revenue outlook to $3.9B-$4.2B on AI data-center demand.
Nancy Pelosi’s latest financial disclosure has sent Bloom Energy stock jumping, after filings revealed the former House Speaker’s household built a new position in the fuel cell company.
The disclosure, signed August 21, showed Pelosi’s household purchased 15,000 Bloom Energy Class A shares across two transactions on July 24 and July 28, 2026. They also bought 200 call options with a $100 strike price expiring June 17, 2027. The combined position is valued between roughly $4.25 million and $14.5 million under congressional reporting ranges.
Bloom Energy traded at $184.89 on July 24 and $166.84 on July 28. The first purchase of 10,000 shares cost roughly $1.8 million, and the second block of 5,000 shares ran approximately $830,000.
Bloom Energy stock rose as much as 4.2% on Monday after the disclosure was released, then surged another 6.4% in Tuesday pre-market trading. The stock has more than doubled since January 2026, and was trading near the $217 mark Tuesday morning, up from a prior session close of $204.02.
A spokesperson for Pelosi’s office said: “Speaker Pelosi does not own any stocks and has no knowledge or subsequent involvement in any transactions.” The filing indicates the accounts belong to her husband, Paul Pelosi. Pelosi has consistently denied accusations of insider trading.
Pelosi also disclosed simultaneous purchases of Intel stock and options. Intel is a longtime Bloom Energy customer for data-center power, linking both trades to the AI infrastructure theme.
Strong Fundamentals Already in Place
The Pelosi disclosure arrived alongside an already strong operational backdrop for Bloom Energy. The company’s Q2 revenue crossed the $1 billion mark for the first time, rising approximately 166% year-over-year. Management responded by raising its full-year 2026 revenue outlook to a range of $3.9 billion to $4.2 billion, pointing to accelerating demand from AI data centers as the key driver.
Bloom makes fuel cell systems that power data centers and large tech facilities on-site, positioning it directly in the path of the AI energy buildout.
Pelosi’s Trading Record Draws Copycats
Pelosi’s track record as an investor has generated a following. The “Pelosi Tracker” portfolio on Autopilot now has over 20,000 copiers trading an estimated $44 million based on her disclosures. That kind of retail attention tends to amplify moves whenever a new filing surfaces.
Casey Burgat of George Washington University told Barron’s that Pelosi has become “the poster child for what a lot of folks just assume is insider trading.” Kedric Payne of the Campaign Legal Center added that even if no wrongdoing is occurring, the perception itself draws investors to chase her trades rather than underlying stock value.
The broader market was also supportive Tuesday, with the S&P 500 up 0.4%, the Dow up 0.4%, and the Nasdaq up 0.7%.
Congressional officials are required by the STOCK Act of 2012 to disclose trades over $1,000 within 45 days of the transaction.
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