Added to YB: 2026-02-11
Pitch date: 2026-02-09
BE [neutral]
Bloom Energy Corporation
-11.74%
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
$33.5B
Pitch Price
$152.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
256.21
P/E
-324.88
EV/Sales
16.85
Sector
Electrical Equipment
Category
growth
Bloom Energy Q4 2025 earnings
BE (earnings): 37% revenue growth, $6B backlog (+140% YoY), 29% gross margin. CNI demand +135% from manufacturing/logistics beyond AI data centers. Geographic expansion beyond high-cost CA/Northeast to lower-cost states shows competitiveness. Service biz 20% margins, $14B backlog. Market pricing at premium to GEV with growth exceeding analyst estimates.
Read full article (7 min)