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Added to YB: 2025-11-05

Pitch date: 2025-10-31

BE [neutral]

Bloom Energy Corporation

-32.4%

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

$132.52

Price Target

145.00 (+53%)

Dividend

N/A

EV/EBITDA

155.73

P/E

1.5K

EV/Sales

13.39

Sector

Electrical Equipment

Category

growth

Show full summary:
#BE | Bloom Energy Q3 2025 Financial Highlights

BE (earnings): Q3 rev +57% to $519M, adj EPS $0.15 vs $0.10 est; gross margin +510bps to 30.4%; pos OCF $19M vs -$23M prior yr. $5B Brookfield AI datacenter partnership creates Power-as-a-Service model. 2025 guidance raised: rev $1.95B (+18%), EBITDA $275M (+62%). DCF target $145. Risks: execution, competition, Brookfield dependency.

Read full article (7 min)