Added to YB: 2025-12-04
Pitch date: 2025-12-02
BE [bullish]
Bloom Energy Corporation
-7.27%
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
$102.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
155.73
P/E
1.5K
EV/Sales
13.39
Sector
Electrical Equipment
Category
growth
Deep Dive: Bloom Energy (BE)
BE: AI data center power bottleneck creates structural demand; fuel cells deploy in 6-9 months vs years for grid. Oracle & $5B Brookfield deals validate tech. 57% YoY Q3 rev growth, first GAAP operating profit, 30% gross margins. 30% ITC starting 2026 improves economics. Trading off 30%+ from highs despite strong fundamentals & pipeline.
Read full article (39 min)