Added to YB: 2026-02-10
Pitch date: 2026-02-07
BE [bullish]
Bloom Energy Corporation
+9.66%
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
$40.8B
Pitch Price
$145.00
Price Target
600.00 (+277%)
Dividend
N/A
EV/EBITDA
310.63
P/E
-395.04
EV/Sales
20.42
Sector
Electrical Equipment
Category
growth
Bloom Energy Q4 Update: The Backlog Just Doubled
BE (added to position): Q4 results crushed expectations w/ $777M rev (+36% YoY), $6B product backlog (+140% YoY), 6 hyperscaler customers vs 1 last year. 2026 guidance: $3.2B rev (+60%), $450M operating income. 800V DC shipping on every server, native advantage for AI datacenters. Rich at 100x forward P/E but $20B total backlog vs $2B rev signals massive growth ahead. PT: $225 1yr, $600 5yr.
Read full article (7 min)