Added to YB: 2025-08-18
Pitch date: 2025-06-30
BE [bullish]
Bloom Energy Corporation
+305.55%
current return
Author Info
No bio for this author
Company Info
Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally.
Market Cap
$23.4B
Pitch Price
$23.42
Price Target
200.00 (+111%)
Dividend
N/A
EV/EBITDA
155.73
P/E
1.5K
EV/Sales
13.39
Sector
Electrical Equipment
Category
growth
Bloom Energy Corporation - $BE
BE: Bloom Energy offers clean, reliable power via fuel cells ideal for AI inference datacenter demands near population centers. 10x 2026E P/E, 30%+ CAGR potential. Quick deployment (months vs years for grid), 99.98% reliability, 65% efficiency. Base case: 1GW/yr = $2-3 EPS by 2027-8 (~$60-70 price). Bull: Cost parity with gas plants = $10+ EPS, $200+ stock.
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